Video Guides

Walkthoughs and guides about all important TradesViz feataures are listed below (below list will be updated with new videos for TradesViz v2.0). 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].

New TradesViz Dashboard

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

Old TradesViz Dashboard

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!