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" under "Summary" tab 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. Also, the percentage change is based on Pnl change (from left to right side) in the chart below it. It is NOT your account returns. To get account returns visit Equity curve tab under Summary section and add your deposits.

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.

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.

Use the group compare feature. More info here: https://www.tradesviz.com/blog/trades-analysis-compare-trades/

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 your pnl statistics with respect to option risk/reward by viewing any tab charts under the "Performance metrics and Ratios" section on the left side of your dashboard and then clicking clicking on the stat you want by choosing from the "Chart setting" > "Metric type" dropdown.

You can view this chart by clicking on the "Summary" tab on the left side of your dashboard and then clicking on "Equity Curve"

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. You can also check all open trade stats in a dedicated open trade summary tab under Summary section of your dashboard: https://www.tradesviz.com/blog/open-trades-summary/

By default, TradesViz shows you GROSS PnL (this is ONLY amount gained or lost by trading). You can always switch to NET PnL by clicking on "Filters" button in your dashboard > Select the Net option and then apply filters. If you do not see a change in PnL, then it is likely that your broker/import does not have commissions/fees data. You may need to add this information manually.

To do this, take a look at the chart sections under "Technical analysis charts" on the left side of your dashboard.

You can do this via the Equity curve tab by selecting the symbol you want to compare with. More info: https://www.tradesviz.com/blog/equity-curve-compare-symbol/

For R-values and R-value related stats to be generated, you need to fill in the stop loss for your trades. This can be done by editing the trade by either:
1. Clicking on the pencil icon in the trades table
2. Editing the trade via trade explore page
3. By applying group apply in trades table
4. By using advanced target profiles.

For current day trades, MFE/MAE, Best exit etc., are calculated after EOD or next day. For historical trades, you should see MFE/MAE after EOD of import/sync of your files or you can also force recalculate the trade to make the system generate MFE/MAE if data exists:
Here is how you can re-calculate your trades:

1. To recalculate any single trade, explore the trade by clicking on the target button next to the trade in the trades table and click on the "Recalculate" button above the executions table.

2. To recalculate many trades at once, you can use the group apply function. In the trades table, shift/control-select the trades you want to recalculate and click on the "Group apply" button at the top of the table. Now scroll down and click on "Re-calculate all selected trades" option and click "Save changes"


More Info: https://www.tradesviz.com/blog/advanced-stats/

The realized pnl on the calendar is the total pnl for all trades executed on that day, while the daily pnl on the charts is the pnl for the trades close on that day. For example, if you opened a position on 10th, partially closed it on 11th and fully closed it on 12th, the realized pnl on the calendar for 10th and 11th will be the pnl for the executions realized on those days, while the daily pnl for the entire trade will shown on the closing date (12th). So the calendar shows the pnl for all trades executed on that day, while the charts show the pnl for trades closed on that day. You can change in your account settings to set trades to be shown based on close date (default) or open date.

Yes, we calculate unrealized PnL for all open trades where the last trade is within the last 15 calendar days. For older trades, you need to recalculate them. Unrealized PnL is supported for all assets in the exchanges we support from US, IN, CA & AU markets. The price used is last EOD's close and this is typically updated few hrs after close or by next day before open by at the latest. If you are not seeing unrealized PnL for your trades, please try clicking on recalculate button in the trade explore view or use the group apply function to recalculate all trades in the trades table.