Video Guides

Walkthroughs and guides about all important TradesViz features are listed below. We also suggest checking our usage FAQs and blog posts for more information on how to effectively use the features of TradesViz. If you have any questions, please let us know by using the contact form or by sending us an email directly to [email protected].

Compare Trading Accounts with Account Statistics | TradesViz Tutorial Compare Trading Accounts with Account Statistics | TradesViz Tutorial
How to Add a Note in TradesViz | Trading Journal Tutorial How to Add a Note in TradesViz | Trading Journal Tutorial
Set Up Advanced Commission Profiles in TradesViz | Tutorial Set Up Advanced Commission Profiles in TradesViz | Tutorial
How to Use Chart Explore in TradesViz | Drill down into your trades How to Use Chart Explore in TradesViz | Drill down into your trades
How to Add a Custom Dashboard Widget in TradesViz How to Add a Custom Dashboard Widget in TradesViz
Bulk Edit Trades with Group Apply in TradesViz Bulk Edit Trades with Group Apply in TradesViz
How to Use the TradesViz Real-Time Stock Screener How to Use the TradesViz Real-Time Stock Screener
How to Merge Trades in TradesViz | Quick Tutorial How to Merge Trades in TradesViz | Quick Tutorial
How to Use the Multi-Chart Trading Simulator in TradesViz How to Use the Multi-Chart Trading Simulator in TradesViz
TradesViz Notes Overview: Organize Your Trading Journal TradesViz Notes Overview: Organize Your Trading Journal
How to Use the TradesViz Options Chain Simulator | Options trading practice How to Use the TradesViz Options Chain Simulator | Options trading practice
Track Prop Firm Rules with TradesViz Compliance Dashboard Track Prop Firm Rules with TradesViz Compliance Dashboard
How to Filter Trades by Tags in TradesViz How to Filter Trades by Tags in TradesViz
Create Trade & Day Plans in TradesViz | Checklist Tutorial Create Trade & Day Plans in TradesViz | Checklist Tutorial
TradesViz Trade Explore: Review Any Trade in Detail TradesViz Trade Explore: Review Any Trade in Detail
How to Use the TradesViz Trading Simulator | Stocks, Futures, Forex How to Use the TradesViz Trading Simulator | Stocks, Futures, Forex
Add Custom TradingView Template in TradesViz | Technical Analysis Add Custom TradingView Template in TradesViz | Technical Analysis
Test Stop-Loss & Profit-Target Rules in TradesViz Test Stop-Loss & Profit-Target Rules in TradesViz
TradesViz Trade Table Types Explained TradesViz Trade Table Types Explained
How to Delete a Trade from the TradesViz Table How to Delete a Trade from the TradesViz Table
TradesViz Trade View Modes: Table, Charts, Unified & Drawdown TradesViz Trade View Modes: Table, Charts, Unified & Drawdown
Track Dividends in TradesViz | Dividend Tracker Tutorial Track Dividends in TradesViz | Dividend Tracker Tutorial
TradesViz Functions Menu Explained | Shortcuts & Tools TradesViz Functions Menu Explained | Shortcuts & Tools
Filter Your Entire TradesViz Dashboard | Global Filters Filter Your Entire TradesViz Dashboard | Global Filters
How to Add a Trade Manually in TradesViz | Quick Tutorial How to Add a Trade Manually in TradesViz | Quick Tutorial
How to Close Trades Manually in TradesViz | Add an Exit How to Close Trades Manually in TradesViz | Add an Exit
How to Review a Trading Day with Day Explore | TradesViz How to Review a Trading Day with Day Explore | TradesViz
Replay Your Trades Step by Step in TradesViz Replay Your Trades Step by Step in TradesViz
Track Open Positions with Open Trades Summary | TradesViz Track Open Positions with Open Trades Summary | TradesViz
TradesViz Overview Dashboard Tour | Changing Overview types TradesViz Overview Dashboard Tour | Changing Overview types
Sort, Filter and Analyze Trades in TradesViz Tables Sort, Filter and Analyze Trades in TradesViz Tables
Simulate Global Markets with TradesViz Universal Simulator Simulate Global Markets with TradesViz Universal Simulator
Plot All Your Trades on One Chart in TradesViz | Trades Chart Plot All Your Trades on One Chart in TradesViz | Trades Chart
How to Sync trades from TradingView to your TradesViz trading journal How to Sync trades from TradingView to your TradesViz trading journal

More Guides

Watch on YouTube
Dashboard Overview Dashboard Overview
Trade Management Trade Management
Group Apply Group Apply
Trade Explore Tab Trade Explore Tab
Day Explore Tab Day Explore Tab
Equity Curve & Account Balance Equity Curve & Account Balance
Calendar Tab Calendar Tab
Custom Dashboard & AI Widgets Custom Dashboard & AI Widgets
Trades Table Trades Table
Filters & Toggles Filters & Toggles
Trade/Day Plans & Analysis Trade/Day Plans & Analysis
Artificial Intelligence Q&A and Custom Widgets Artificial Intelligence Q&A and Custom Widgets
How to setup Interactive Brokers (IBKR) Flex Query for Auto-sync How to setup Interactive Brokers (IBKR) Flex Query for Auto-sync

Other Videos Show 29 videos
Dashboard Walkthrough Dashboard Walkthrough
Trade Explore Walkthrough Trade Explore Walkthrough
Stock chart features Stock chart features
Trades tables features Trades tables features
Strategy comparison Strategy comparison
Chart explore features Chart explore features
How to Auto import trades How to Auto import trades
How to Auto sync trades from Interactive Brokers How to Auto sync trades from Interactive Brokers
Charting in TradesViz Charting in TradesViz
How to analyze trades How to analyze trades
How to use calendar features How to use calendar features
How to switch between net and gross PnL How to switch between net and gross PnL
How to edit and draw on trade charts and images How to edit and draw on trade charts and images
How to add notes,tags & images to trades How to add notes,tags & images to trades
How to create a custom dashboard How to create a custom dashboard
How to import trade files How to import trade files
How to export trades from ThinkorSwim How to export trades from ThinkorSwim
How to delete a trades import How to delete a trades import
How to delete trades How to delete trades
How to add and edit trades and executions How to add and edit trades and executions
How to filter tags and symbols How to filter tags and symbols
How to use table filters quickly filter trades TradesViz Trading Journal How to use table filters quickly filter trades TradesViz Trading Journal
How to add initial account balance and money transactions How to add initial account balance and money transactions
How to use group apply functions How to use group apply functions
How to change account base currency How to change account base currency
How to share trades and trading days How to share trades and trading days
How use Stock, Futures and Forex trading simulator How use Stock, Futures and Forex trading simulator
How use multi-symbol trading simulator How use multi-symbol trading simulator
How use options trading simulator How use options trading simulator

Questions? Feature requests? Contact us!