Trading journals help traders improve their performance through data analysis. TradesViz offers a platform that combines journal features with artificial intelligence, simulators, and analytics tools. The platform serves over 100,000 traders who analyze more than 50 million trades across 40,000 supported tickers.
Core Features and Capabilities
TradesViz provides 600+ statistics and performance metrics for trade analysis. The platform supports stocks, futures, options, forex, cryptocurrency, and indices. Users can import trades from over 200 brokers and platforms, with 30+ brokers offering automatic synchronization.
The automatic sync feature reduces journaling time by 40%. Major brokers like Interactive Brokers, Schwab, Tradier, and Tradovate provide full auto-sync capabilities. Users can also import trades manually through CSV files or connect via Google Drive for continuous synchronization.
Trading Simulator for Practice
The trading simulator allows users to practice trading on 15,000+ tickers across six asset classes. The simulator covers stocks from four countries, 50+ futures contracts, all US stock options, 80+ forex pairs, 2000+ cryptocurrencies, and 100+ global indices.
Users can replay historical market data with second-level accuracy. The simulator supports timeframes from 5 seconds to 30 minutes for intraday trading. All simulated trades receive the same analytics as real trades, including 600+ charts and performance metrics.
The platform offers bracket orders with automatic stop-loss and profit target management. Users can adjust orders directly on charts by dragging price levels. Keyboard shortcuts enable quick order execution for scalping strategies.
Custom Dashboard Creation
The custom dashboard feature lets traders build personalized analytics pages. Users select from 600+ widgets including charts, statistics, and tables. Each widget can be resized, moved, and configured individually.
Dashboards support drag-and-drop construction for easy layout creation. Multiple dashboards can be created for different analysis purposes. Users can clone existing dashboards to create variations quickly.
The platform includes pre-built dashboard templates for common trading styles. Any custom dashboard can be set as the homepage for immediate access upon login. Dashboard configurations save automatically to user profiles.
Artificial Intelligence Integration
TradesViz incorporates AI through natural language queries about trading data. Traders ask questions in plain English and receive instant charts and tables. The AI system processes 30,000+ queries from users analyzing their performance.
The AI understands questions about profit/loss, win rates, and trading patterns. For example, users can ask “What is my win rate on Fridays between 9 and 10 AM?” The system returns precise data visualizations without manual filtering.
AI-generated insights can become dashboard widgets with one click. This creates unlimited customization possibilities beyond the 600 pre-built widgets. The AI operates on user data locally without sharing information externally.
Options Flow Analysis
The options flow dashboard analyzes millions of daily options trades from OPRA data. The system identifies sweep, block, and split trades that indicate unusual market activity. Users can track cumulative flow to understand market sentiment for specific stocks.
Heat maps display strike prices and expiration dates with highest activity. The platform shows individual executions that comprise sweep or split trades. Filters allow exclusion of ETFs and sectors for focused analysis.
Daily flow data covers every optionable US stock and ETF. Historical flow data enables trend analysis over multiple days or weeks. The accumulation graphs correlate options flow with underlying stock price movements.
Technical Backtesting Engine
The backtester supports 70+ technical indicators on any symbol. Users construct entry and exit conditions using a flexible query language. Backtesting works on timeframes from 1 minute to 1 day for both intraday and end-of-day strategies.
The system calculates key metrics including Sharpe ratio, Sortino ratio, and maximum drawdown. Equity curves display running profit/loss throughout the testing period. All executed trades appear in a detailed table with entry and exit points.
Users can combine multiple indicators using logical operators. The backtester supports stocks, futures, and indices from US, Canadian, Australian, and Indian markets. Charts display all indicators used in the strategy alongside buy/sell signals.
Dashboard Organization and Interface
The 2023 dashboard redesign introduced modern grid tables across all sections. Tables support column customization, filtering, and instant chart creation from selected data. Users can save table configurations for each section independently.
The sidebar groups related features for efficient navigation. A simple mode displays only essential tabs for new users. The filter drawer replaces popup windows for better mobile compatibility.
Dark mode provides comfortable viewing with optimized color contrast. All charts and tables adapt to different screen sizes automatically. The interface maintains consistency across desktop and mobile devices.
Advanced Analytics Tools
Pivot grid analysis enables complex data exploration with 90+ data points per trade. Users create custom groupings and aggregations through drag-and-drop operations. Any pivot table converts to interactive charts instantly.
Multi-timeframe exit analysis shows potential profits at different time intervals. Best exit calculations reveal optimal trade closing points. End-of-day analysis compares actual exits with market close scenarios.
Risk simulators test different stop-loss and profit target combinations. Monte Carlo simulations project future performance based on historical data. Position sizing tools optimize trade sizes according to risk parameters.
Platform Pricing and Access
TradesViz offers three subscription tiers. The free plan includes 3,000 monthly executions and 50+ visualizations. Pro tier at $13/month provides unlimited imports and AI features. Platinum tier at $20/month adds custom dashboards, pivot grids, and all trading tools.
Annual subscriptions receive 25% discounts compared to monthly pricing. The platform guarantees feature availability without hidden costs or add-ons. All new features automatically become available to existing subscribers.
Recognition and User Base
TradesViz received recognition as a finalist in Benzinga FinTech Awards for Best Data Analysis Tool and Best Portfolio Tracker categories. The platform maintains active development with regular feature updates based on user feedback.
Customer support operates through chat and email channels. The development team implements user-requested features and broker integrations regularly. Documentation includes video tutorials and detailed blog guides for all features.
My Conclusion
TradesViz combines traditional journaling with modern analytics and AI capabilities. The platform eliminates the need for multiple tools by integrating simulators, backtesting, and market analysis. With comprehensive broker support and flexible customization options, traders can analyze their performance using data-driven methods to improve their trading results.