You can go to tradesviz.com/fundamentals/ and enter a supported symbol, open Fundamental Data from the apps/grid menu in the top right corner of your dashboard, choose "More" > "Fundamentals" from Trade Explore, or open Trades Chart and select the "Fundamentals" tab. 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/.

You can analyze SEC 13-F documents on TradesViz with helpful visualizations here: tradesviz.com/data13f/. To know more about this feature, visit this page: https://www.tradesviz.com/blog/13fdata/.

TradesViz officially supports US, India, Canada, Australian exchanges and can show OHLC data for these stocks. However, you can import trades from any exchange as long as you have the trades in a supported format. For more information on supported formats, please visit our import page. Finally, we have support for all global indices, forex and cryptocurrency.

No. At the moment, all of our UI/Dashboard is only in English. However, you can use the Google Translate extension in your browser to translate the entire page to your preferred language. We are working on adding support for multiple languages in the future.

Use Python, scripts or your own applications to read and search your TradesViz accounts, trades and executions, build custom reports, and manage notes and tags. With the required permissions, you can import supported executions, edit journal entries, update trade risk settings, split or merge trades, and delete selected journal data. Execution imports currently support eligible USD US stocks and fixed-multiplier USD futures, not every asset supported by the website.

Yes. Connect a compatible ChatGPT, Claude or other MCP client to the hosted TradesViz MCP server using browser sign-in; no local MCP server or REST API key is needed. Ask your assistant to summarize recent trades, compare results from retrieved trades, find trades by symbol or tag, or save a review note. Editing and other journal changes require the matching permissions. Connector availability depends on your AI client and workspace settings.

You select the trading accounts and permissions each API key or MCP connection can use. Start with read access and grant editing or deletion separately when needed. Day notes, day tags and general journal notes require a separate opt-in. You can revoke access from the API/MCP dashboard. These tools manage your journal; they cannot place, change or cancel broker orders. AI responses can contain mistakes, so review proposed changes before approving them.