Frequently Asked Questions
(TradesViz Usage Specific)

Browse through our list of always-updated TradesViz usage-specific 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.

Take a look at this reference guide: tradesviz.com/blog/charts-statistics-reference/ and use your browser search function (CTRL+F) to search for the chart you want and follow the instructions in the table.
Go to tradesviz.com/import, select your broker, follow the instructions on the page to export your file from your brokerage platform and upload it to TradesViz.
Go to your dashboard (tradesviz.com/home) and click on "Trades table" tab on the left and then click on "Trades". You should be able to see the "Add trade" button at the top navbar. Click on it to open the add trade modal.
In the Trades table, click on the pencil icon on the left of each row to quick edit the trade attributes or you can explore the trade by clicking on the target icon and edit the notes/tags/risk info by clicking on the 3-dots icon on the top-right corner of each box.
In the Trades table, shift-click on each row (trade) to select many trades and then click on "Group apply" at the top of the table. Now, you can select the group apply operations such as adding/removing tags/comments and finally click on "Save changes" at the bottom.
In the Trades table, click on the target icon to explore the trade to which you want to add images to. Once the trade explore view loads, scroll down till you see "Images" container and click on the 3-dots icon on the top right corner and click on upload images. You can either select images from your local PC or also copy paste images into the box and finally click "Save changes"
In the Trades table, click on the target icon to explore the trade to which you want to add charts to. Once the trade explore view loads, scroll down till you see the "Charts" container and click on the 3-dots icon on the top right corner and click on "Add trade chart".
The static charts are saved as images on our servers since we allow drawings and writings on the charts. If you want to update your charts with new/updated executions, then you can either click on "Refresh chart" after clicking on the gear icon when hovering over the chart you want to refresh or simply click on "Refresh all charts" by clicking on the 3-dots icon on the top right corner of the charts container.
Yes! Simply hover your mouse over the chart you want to draw on then click on the gear icon at the top and then click on "Draw on chart". An editor will open where you will be able to draw and write on charts. Do not forget to save once you are done with the edits.
Hover your mouse over the chart you want to view the interactive version of and click on "View interactive chart". An interactive chart should open up at the bottom of the page.
Go to tradesviz.com/import, select "Export/Manage" on the right side, then select your trading account and click on "Delete" under each import to delete your import all the trades associated with it.
Go to tradesviz.com/import, select "Export/Manage" on the right side, then select "Existing uploads" and then select your trading account and click on "Delete" under each import with the name "TradesViz".
There are 2 possible solutions to this. You either have to make sure to select the right timezone when importing your file or you have to change the timezone of your account by going to tradesviz.com/accounts/settings and change the timezone of your account.
Go to tradesviz.com/import, select "Auto import trades" and now select the trading account you want to add a connection to and also the broker you want to connect to and click on "Connect" to establish a connection. Once the connection is successful, you can click on "Sync" button to sync your trades. If you want this connection to sync with your account every 24-hrs, then click on "Auto import settings" and check "Auto sync all accounts" and save the settings.
In the Trades table, shift-click on each row (trade) you want to delete and click on "Group apply" and then scroll down till you see "Delete trades" checkbox - check it and click on "Save changes".
Go to tradesviz.com/accounts/tradingaccounts and click on "Clear trades" on whichever account you want to delete all trades from.
Click on the "Filters" button on the top right of your dashboard and select "Net" or "Gross" and click "Apply changes".
Click on the date range button on the top right corner of your dashboard and select the preferred dates by selecting the start first and then the end date or vice-versa.
There could be many reasons - most common is to make sure you have not selected any particular filters (check your filters by clicking on "Filters" button on the top right and reset them to defaults" and also check your date range on the top right corner.
There are many ways to search for trades in TradesViz. If you want to search for a particular symbol or tag, you can use the filter button on the top right of your dashboard to filter trades matching your criteria or you can also select trades in the trades table in a more granular way by learning how to construct table filters. More info here: https://www.tradesviz.com/blog/efficiently-filter-trades/.
Simply click on ANY datapoint (a dot, a bar, etc.,) in any chart and click on "Explore trade". You should be redirected to another window where you will be able to explore trades that belong to that particular data point. More info here: https://www.tradesviz.com/blog/interactive-charts/.
The "Total PnL" display in the dashboard is only for the date range shown below the text. To view your FULL ACCOUNT total pnl over all trading days, click on the "Overall statistics" and check the first few boxes. You should be able to view total Pnl numbers here for all your selected trading accounts.
It is not wrong, but it is only for the date range shown below the text. If you think this is not the reason, the other reason could be a misunderstanding on when the pnl is displayed for each trade. By default, PnL is displayed based on open date of a trade. If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference
The goal of the dashboard is to show only your recent statistics. As such, you can select to view up to last 180 days by selecting it in the "Trading History" dropdown in the navbar. To view statistics for much larger ranges, go to the "Date charts" tab and click on "Day grouped charts". Once you select a higher timeframe in the dropdown in the navbar, you should be able to view your entire trading history performance in the charts on that tab.
PnL change is calculated by taking the percentage difference between the pnl of the first day (leftmost) and the pnl of the last day (rightmost) in the "Total PnL" chart below.
Click on the "Trading History" dropdown in the navbar at the top and select a higher trading history.
If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference
If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference
The date filter shows you the entire range of all executions made in your selected accounts. But the range in the end date only shows the end dates of fully closed trades.
Click on the "Filters" button at the top right of your dashboard and enter the symbols and tags you want to filter and click apply.
For example, if you want to apply the price range of $10-$20 from the PnL vs Price range chart, then simply click on the bar for $10-$20 and select "Apply as filter". You will now see a small container that appears on the top of your dashboard. You can do this for all charts and finally when you are satisfied with the filters, click on the green tick icon on the right side of the container.
Click on any data point of any chart and click "Explore trades".
In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" scroll down and you should be able to see a chart with the title "PnL vs Time". Note that you can change the interval by clicking on the "Time interval" dropdown on the navbar at the top.
In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" and you should be able to see a chart with the title "PnL vs Price range". Note that you can change the bins of the price ranges by clicking on the "Price range" dropdown on the navbar at the top.
Yes! You can view your pnl statistics with respect to option greeks and IV by viewing the charts under the "Options trades analysis charts" tab on the left side of your dashboard.
You can view this chart by clicking on the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "Treemaps" and then selecting the type of treemap you want to view.
You can view your pnl statistics with respect to option risk/reward by viewing the charts under the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "General metrics".
You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".
You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".
You can view this chart by clicking on the "Overview" tab on the left side of your dashboard and then clicking on "Money transactions".
You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Day-grouped charts".
This is available in the "Trade info" box in the trade explore view of any open trade and also as a column in the trades table.
Simply click on "Column visibility" and un-check the columns you do not want to see. Note that since the table is responsive, you might not able to view all columns based on the size of the display/monitor. You can also re-arrange the columns by dragging and dropping the column header.
You can go to tradesviz.com/fundamentals/ and enter the symbol on the top right corner or click on the book icon in the top right corner of the trade explore view of each trade. To know more about this feature, visit this page: https://www.tradesviz.com/blog/fundamental-data/
To share a trade or a trading day, simply explore the trade or a trading day and then click on the purple "Lock" icon on the top right corner and select the data you want to share and click "Save changes". Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.
Go to tradesviz.com/accounts/sharing/ click on "Add" and add the display name of the account you want to share your trading accounts with. Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.
Click on the toggle with the sun/moon icon on the top right corner of your dashboard.
Click on the "Calendar" on the left side of your dashboard and click on "Month view" to view your monthly PnL calendar.
To explore a trade, click on the target icon on the right side of each row in the trades table.
There are multiple ways to explore a trading day. You can click on the calendar icon on the right side of each row of the "Day grouped" table under "Trades table" tab or you can simply click on the numbers in each cell in the monthly calendar view or when in trade explore view, you can click on the blue calendar icon on the top right to view the day on which you executed the trade.
Yes! Just like trade explore, you can add notes/tags/images and even trade charts to each trading day.
Please make sure that you add a comma after every tag - even if you enter only 1 tag, you need to add a comma at the end and then try saving it.
To split executions or combine a subset of executions into another trade, simply explore a trade, shift-click on the executions in the executions table and click on "Group apply". Now select the preferred type of splitting you want to achieve and click save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.
In the trades table, shift-click on trades to select the trades you want to merge (must have same underlying) and then click on "Group apply" at the top. Now scroll down till you see "Merge selected trades" option and click it. Now click on save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.
It is because either the import file you used did not contain any commissions or fees information or you are not on Pro version. Commissions and fees are available only on the pro version.
You can do this by analyzing the SEC 13-F documents. TradesViz provides a convinent platform for your with visualizations right here: If you need a video tutorial, take a look at this video: tradesviz.com/data13f/. To know more about this feature, visit this page: https://www.tradesviz.com/blog/13fdata/.
To export all your trades or executions, go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Now select the trading account you want to export. If you want to just export the trades, leave the options as default ("Trades" and "Base") and click "Download". If you want to use this file to import into TradesViz in the future, click on "Executions" and "Native" as the options and then click on "Download".
Go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Once you select a trading account, you will see a list of the trades files you have imported into this account. Now, you can delete or download these imports.
Click on the "Filter" button on the top right corner of your dashboard and you should see a popup that contains a asset type dropdown. Select the asset types you want to view and then click "Apply".
To do this, take a look at the chart sections under "Technical analysis charts" on the left side of your dashboard.
Click on the "Money transactions" sub-tab under "Overview" tab on the right side of your dashboard and click on "Add Transaction" at the top right corner of the table.
If you think your trades are grouped frequently, you can change this by using the "Group executions based on flat-positions + symbol" option in the "Advanced settings" in the import page.
You can try using the "Attempt Advanced grouping of options" option under the "Advanced settings" in the import page. It is suggested to test this first on an empty trading account so make sure you are satisfied with the results before using it on your regular trading account.
You can do this by going to tradesviz.com/accounts/tradingaccounts and then clicking on "Edit account details" and then selecting the preferred fees/commissions settings. Note that once changed, this will only take effect on future imports and will not affect current imports/trades.
Yes. You can add any ticker in TradesViz via the Manual add trade option. If the symbol is not recognized, then the PnL calculation will be done as if it is a stock.
Go to tradesviz.com/accounts/settings, click on "Edit existing chart settings", select "Default" and then set your preferred chart settings. From now on, whenever you click "Add chart" in trade explore view, a chart with your preferred settings will be generated.

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