Dashboard & Filters FAQs
Learn how to filter trades, customize your dashboard view, and navigate through your trading data effectively.
If you still need assistance or have any questions, please do not hesitate to contact us.
Search within this categoryClick 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 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 on how to use the grids in TradesViz: https://www.tradesviz.com/blog/grid-complete-guide/.
The goal of the dashboard is to show only your recent statistics. As such, the default is always 60 trading days but you can select to view your entire trading history by selecting "All days" in the "Trading History" dropdown filter side bar by clicking on "Filters".
Click on the "Trading History" dropdown in the filters side bar by clicking on "Filters" button at the top and select a higher trading history.
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.
There are two ways to do this: First is to create a custom dashboard and save it as home page, the second is to select one of the 4 pre-defined home page/overview tab types.
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".
You can switch between PnL, R-value, Points, Ticks in the dashboards using the toggles in the filter section. Click on filters button at the top of your dashboard and select the type of visualization you want under Charts Type