Frequently Asked Questions
Browse through our list of always-updated FAQs below. If you still need assistance or have any questions, please do not hesitate to contact us using the form at the bottom of this page.
If you have product usage specific questions, take a look at our TradesViz usage specific FAQ here.
Yes! You will immediately be put on a 7-day free trial if you sign up and subscribe (by visiting the subscription management page) to a pro version. No charges will be made if you cancel during the 7-day free trial period.
We have full support for the following asset classes:
- Stock and Stock Options
- Future and Future Options
At the moment, we have market data support for Canada, India and USA. If you want us to support the market you trade in, please contact us at [email protected]. For just importing or adding trades, all trades made in nearly any currency is compatible with TradesViz. You can also convert all your trade's currencies to your own base currency.
You can view the full list here: https://tradesviz.com/brokers
Yes! We do have that feature for specific brokers. You can view the full list of supported brokers here: https://www.tradesviz.com/blog/auto-import-trades/
Yes - up to 1-minute intervals! We have a very flexible chart plotting and management system which allows you to not only plot price, but also plot several technical indicators and view them in an interactive format. For more info, read our blog posts on charting here.
We are constantly adding brokers to our platform. If you broker is not currently supported, please contact us at [email protected] with a sample of the trades file you are trying import into TradesViz.
Yes! We support all major currencies and timezones! Even if you trade's base currency different from your native currency, you can choose to convert it by accessing your account setting and then going to the "Global account settings". This will the currency related statistics (charts, overview) will be changed to the currency of your choice and the same is applicable for any time-related data if you choose to change your base timezone.
The PnL in the Daily Statistics only show you total PnL of your recent trading period. The period is determined by "Trading history" drop down at the top of the this tab. Note that you will also see the date range below the PnL and the PnL change % boxes - the PnL reported is only for this particular range. If you want to view your total PnL, then take a look at the "Overall statistics" tab or the "Money transactions" tab for a full equity curve.
By default, all reporting of PnL is done based on open date. For example, if you open a date on 10th October 2020 and close it on 15th October 2020, the PnL for this trade will be associated with 10th October 2020 (the open date). We believe that open date-based PnL is the correct format for trading performance anlaysis because open of a trade is what matters more when you analyze your trades with respect to PnL performance over a period of time. However, we understand that this can be confusing at times so we do have an option in the settings page which allows you to switch between the 2 modes (open-date based and close-date based reporting).
No. We do not offer refunds for any subscription purchases. But any upgrades to higher tiers (monthly to yearly) is automatically prorated.
- Log in to your account click on the user icon on the top left and then click on the "Subscriptions" tab in the tab list on the right side. Alternatively, if you are already logged in, you can visit your subscriptions page using this link.
- In this page you can update or cancel your subscription.
- If you need any assistance regarding subscriptions, billing, payments, please contact us at [email protected] or fill and submit the form further down in this page.
Yes! Please send us more details about the feature you would like us to add to the platform by emailing us at [email protected] or you can fill and submit the form further down in this page.
Please contact us at [email protected] or fill and submit the form further down in this page. Please provide as much detail as possible about the issue you are facing.