Features

Pivot Grid

A multidimensional data analysis tool for grouping, pivoting, and visualizing trade data dynamically.

More Details

What is Pivot Grid?

Pivot Grid is TradesViz's central analytics engine a dynamic OLAP cube for trading data. Slice, dice, and visualize performance across 80+ data points per trade without Excel.

Learn more: Pivot Grid Charting Guide | Pivot Grid Examples | Grid Complete Guide

Core Capabilities

Pivot Tables

Drag-and-drop columns to create nested groupings:
- Group by Symbol → then by Strategy Tag
- See P&L, MFE, Volume for each combination

Custom Aggregations

Define how data is summarized:
- Sum of P&L
- Average of Drawdown
- Max of MFE

Custom Columns

Create new metrics using formulas:
- Risk-Adjusted Return = PnL / (Entry - Stop)
- Custom R-multiples

Integrated Charting

Select data ranges and generate:
- Bar, Line, Pie, Scatter
- Box Plots (distribution analysis)
- Treemaps (sector contribution)

Cross-Filtering

Click a chart bar → table filters instantly. Filter table → charts update. Bidirectional linking.

Use Cases

  • Tag Group comparison
  • Hour + Day of Week analysis
  • Recurring review reports
  • Custom metric discovery

Where to find it in TradesViz

Pivot Grid is accessible from the main menu. Drag columns to create custom groupings, define aggregations (sum, avg, max), create custom calculated columns, and generate charts directly from selected data. Cross-filtering links charts and table.

Example

Group by 'Day of Week' + 'Asset Type' to compare Options vs Futures PnL on Fridays.