Yes. Open the calendar settings (the sliders icon at the top right of the calendar) and click "Trading day starts at" at the bottom of that menu, which takes you straight to the setting. You can choose 12:00 AM (the default calendar day), 3:00 PM, 4:00 PM, 5:00 PM or 6:00 PM. 6:00 PM matches the CME futures session used for ES, NQ, MES, MNQ, CL, GC and other CME products. The calendar settings menu always shows the value that is currently in effect.

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 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 an 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 the filters button at the top of your dashboard and select the type of visualization you want under Charts Type.

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.