There could be many reasons - most common is to make sure you have not selected any particular filters that could filter out all your trades. Check your filters by clicking on "Filters" button on the top right and reset them by clicking on reset filters button and also check your date range on the top right corner - make sure to set it to "Full range".

There are 2 reasons: If your broker allows multiple positions for the same trade, you need to use MetaTrader 5 (Alt) as the platform in the import page. If that also does not fix it, then there may be a symbol multiplier/leverage issue which can be fixed from our side within 24 hrs. Just email the HTML file to [email protected] and we will fix it for you.

Please make sure that the timezone of your trade is correctly matched during import. For example, if you are using IBKR platform, the executions are always reported in exchange timezone and so you have to select the exchange timezone during the import - not your local timezone. This depends on the broker/platform you are using and you will have to change the timezone settings in the import page accordingly.

Please make sure that you add a comma after every tag - even if you enter only 1 tag, you need to add a comma at the end and then try saving it.

It is because either the import file you used did not contain any commissions or fees information or you are not on Pro version. Commissions and fees are available only on the pro version.

If you are seeing errors on import, it is likely that your import file (format or data) is incorrect and unsupported by our module. Please check the instructions for your broker on www.tradesviz.com/import and try importing with the correct file.
If your broker/platform is not supported or you followed the instructions and still see import errors, please email [email protected] with: 1. broker/platform name and website, 2. exported file of your orders/executions in CSV, XLS, XLSX, or TXT format with at least date, time, symbol, price, and quantity, and 3. the export instructions you used, including the website/platform, buttons clicked, and options selected. Once we get this information, we can begin constructing a dedicated import module for that broker/platform. This may take 2-3 days depending on the quality of the export file and instructions.

If you are having issues with pnl or statistics, please make sure to provide full information about the issue you are having to as an email to [email protected]. This helps us help you with an effective solution. Below is the information we would ideally require from you:


1. Your trading account name on TradesViz
2. Your broker/platform name
3. Are you using auto or manual imports?
4. If you are using manual imports, please share the file that resulted in problematic data in his chat or you can send it to [email protected]
5. What numbers do you expect vs what are you seeing?
6. Share screenshots of the issue if applicable ([email protected])

First try clearing your cache and cookies.

To clear your cache for TradesViz, click on the settings/info icon in your URL bar and click on cookies and manage data section.
In the popup that appears, click on the trash can icon next to all TradesViz lines.
Here is a video that can help you: Watch Cache Reset Tutorial.

You should be able to login now and see your data.

If you are still not able to login or see any data, please contact us at [email protected].

Please create a password for your TradesViz account by going to the login page on the website and clicking on "Forgot password?". After you reset your password, you should be able to log into the iOS app with your email/username and password.

This is because of your filters. Make sure to reset your filters by clicking on the "Reset filters" button on the top right corner of your dashboard (Functions button) and make sure to set the date range as "Full range" by clicking on the calendar. If you still do not see any trades, please make sure that you have imported trades into your account. If you are new to TradesViz, please check out our getting started guide.

If you are on free account, you can only import stock trades so if your file/sync had non-stock data, they will not be imported. If you are on Pro/Platinum plan and you are not able to see any data, please make sure your import file has the correct format and data. You can check the import instructions for your broker/platform on our import page. If you are still having issues, please contact us at [email protected]

There are a few reasons you are not seeing data in your charts:

1. You are on the free plan and you have imported non-stock trades. OHLC data is only available for stocks on the free plan.
2. You are using a custom symbol that is not recognized by TradesViz. Please make sure to use a valid symbol that is recognized by TradesViz.
3. You may be viewing data for a trade made on the same day. We get our data only after EOD (delayed) for most asset types so please check after some time.

This is likely because you have enabled "Use R-value" in the calendar tab. Please un-check that. R-value uses stop loss to calculate the R-value and if you have not set stop loss for your trades, it will show 0.00 PnL in the calendar. If you want to use R-value, please make sure to set stop loss for your trades.

This is likely because you have not added the closing execution for the trade or the opening execution was missing from your import. To close a trade, you need to add a closing execution in the opposite direction of the existing position. You can do this by exploring the trade and clicking on the "Add" button in the trade explore view. If you have already added the closing execution as a separate individual trade, you can use the group apply function to merge the two trades. Alternatively, before doing this, we suggest making sure that you have imported all your historical data.

TradesViz uses a combination of symbol, date, and time to determine if trades should be merged or not in addition to if they are open or closed. If a trade is open, there will be splitting and merging - this cannot be avoided. If you are seeing fully closed trades split or merged differently, try using the default advanced import settings profile when importing.

SPX/SPXW are mapped to GSPC for some brokers. Try searching for GSPC in your trades table. This change/mapping does not affect your analysis, charting or any features of TradesViz related to viewing or exploring the trade.

Make sure you are using the same filters on both platforms if you wish to compare data cross platform. Selected trading accounts, selected date range, net/gross, and other filters should be the same on app as well as the website for the data to be same because both website and application charts/tables get data from the same central source.

TradesViz is a heavily JavaScript-based application and any slowness/lag is almost always caused by browser extensions or browser settings interfering with our scripts (ad blockers, privacy extensions, script blockers, translation extensions, password managers, etc.,) and not the application itself.

Quick test: Open TradesViz in an Incognito/Private window with all extensions disabled - this is the true measure of TradesViz's actual speed on your machine. If the application is fast in incognito mode, then one of your extensions is the cause.

Steps to diagnose:
1. Open an incognito/private window (Chrome/Edge: Ctrl+Shift+N, Firefox: Ctrl+Shift+P) and log in to TradesViz - check if the slowness is gone.
2. If incognito is fast, go back to your normal browser and disable extensions one by one (especially ad blockers, privacy/security extensions, and script blockers) to find the culprit.
3. Make sure hardware acceleration is enabled in your browser settings.
4. Try a different browser (Chrome, Edge, Firefox) to rule out browser-specific issues.

If TradesViz is still slow even in incognito mode with no extensions, please contact us with details about your browser and OS so we can investigate further.

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.