Simply click on "Column" tab and un-check the columns you do not want to see. You can also re-arrange the columns by dragging and dropping the column header or via the list of columns in the columns tab. Once you are done making changes, click on "Actions" and click "Save state" to preserve the table state.

You can retain the state of the table (size, order, sorting, etc.,) by clicking on "Action" > "Save State". Note that the same can be done for nearly ANY table on TradesViz and all the states of the tables are saved to your TradesViz profile. In some cases like the custom dashboard and in the chart explore view, you will see a 3 dots icon at the top left corner of the table instead of actions button. Click on that to see the save state option.

You can retain the state of the table (size, order, sorting, etc.,) by clicking on "Action" > "Save State".
Note that the same can be done for nearly ANY table on TradesViz and all the states of the tables are saved to your TradesViz profile. In some cases like the custom dashboard and in the chart explore view, you will see a 3 dots icon at the top left corner of the table instead of actions button. Click here to learn more about tables and table related settings in TradesViz.

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.