The #1 Trading Journal for US Traders

Simply type any question about your trading data in plain English-like 'What's my win rate on Mondays before 10am?' or 'Show me my best performing setups' and get instant charts and insights. You can even add these as permanent widgets to your dashboard.

Absolutely. You can import from all major US brokers including TD Ameritrade, E*TRADE, Schwab, Fidelity, Interactive Brokers, Robinhood, Webull, Tastytrade, and many more. Many support auto-sync for automatic daily imports.

Yes! TradesViz lets you export your complete trade history with full execution details — prices, quantities, timestamps, fees, and P&L — in CSV and Excel formats. Export filtered or complete data for your own analysis and record keeping.

Yes! TradesViz has comprehensive options support including Greek tracking, P&L by strategy (spreads, iron condors, etc.), expiration management, and assignment/exercise tracking.

TradesViz supports all asset types including stocks, options, futures, forex, crypto, CFDs, and more. Track everything in one unified journal with consistent analytics across all your trading.

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.