Go to your dashboard (tradesviz.com/home) and click on the plus ("+") button at the top left corner and click on "Add trade".

In the Trades table, click on the pencil icon on the left of each row to quick edit the trade attributes or you can explore the trade by clicking on the target icon and edit the notes/tags/risk info by clicking on the 3-dots icon on the top-right corner of each box.

In the Trades table, shift-click on each row (trade) to select many trades and then click on "Actions" > "Group apply" at the top of the table. Now, you can select the group apply operations such as adding/removing tags/comments and finally click on "Save changes" at the bottom.

In the Trades table, click on the target icon to explore the trade to which you want to add images to. Once the trade explore view loads, scroll down till you see "Images" container and click on the 3-dots icon on the top right corner and click on upload images. You can either select images from your local PC or also copy paste images into the box and finally click "Save changes"

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select your trading account and click on "Delete" under each import to delete your import all the trades associated with it. In addition to this, there are two ways to delete individual trades:
1. [Explore a trade](https://www.tradesviz.com/blog/tab-explore-trade/) ([by clicking on the target icon in the trades table](https://www.youtube.com/watch?v=OHs2qISVH7U)) and click on the Delete button at the top right corner

2. To delete many trades at once, use group apply.
More info here: https://www.tradesviz.com/blog/table-group-trade-operations/
Video here: https://www.youtube.com/watch?v=fTrupebt0kw

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select "Existing uploads" and then select your trading account and click on "Delete" under each import with the name "TradesViz".

In the Trades table, shift-click on each row (trade) you want to delete and click on "Group apply" and then scroll down till you see "Delete trades" checkbox - check it and click on "Save changes" or right click on a row and click on delete trade.

Go to tradesviz.com/accounts/tradingaccounts and click on "Clear trades" on whichever account you want to delete all trades from.

To explore a trade, click on the target icon on the left side of any row in the trades table.

There are multiple ways to explore a trading day. You can click on the calendar icon on the right side of each row of the "Day grouped" table under "Trades table" tab or you can simply click on the numbers in each cell in the monthly calendar view or when in trade explore view, you can click on the blue calendar icon on the top right to view the day on which you executed the trade.

Yes! Just like trade explore, you can add notes/tags/images and even trade charts to each trading day.

To split executions or combine a subset of executions into another trade, simply explore a trade, shift-click on the executions in the executions table and click on "Group apply". Now select the preferred type of splitting you want to achieve and click save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

In the trades table, shift-click on trades to select the trades you want to merge (must have same underlying) and then click on "Group apply" at the top. Now scroll down till you see "Merge selected trades" option and click it. Now click on save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

Yes. You can add any ticker in TradesViz via the Manual add trade option. If the symbol is not recognized, then the PnL calculation will be done as if it is a stock.

From the trades table, click on the target icon (on the left side of the row) of the trade you want to close. Now click on the "Add" button at the top right section of the trade explore page and add in the closing execution details. If you have already added this as a separate individual trade, you can use the group apply function to merge the 2 trades.

You need to edit the executions of the equity that were taken BEFORE the split. Quantity and price have to be edited. Whether you divide or multiply the values depend on if it was a normal split or a reverse split.

You can add executions by exploring a trade and then clicking on the "Add" button in the trade explore tab. Closing a trade is simply adding an execution in the direction opposite to the existing position of the trade.

To edit an execution, you need to first explore a trade to open the trade explore tab and then clicking on the pencil icon on the left side of any of the executions in the executions table to edit the execution attributes.

You can add many trades to be used in your trades using the bulk add trades function in your account settings: /accounts/settings/#bulkaddtags.
More info: https://www.tradesviz.com/blog/bulk-add-tags/