TradesViz launched in 2020 and has built the most analytically dense trading journal in this category. The Platinum plan delivers 600+ charts and statistics, a live AI Q&A system that answers natural language questions about trade data, second-level simulators for stocks, futures, forex, options, and crypto, options flow data, SEC 13F institutional positioning data, and multi-timeframe exit analysis, at $22.49/month billed annually.
That feature-to-price ratio is genuinely unusual. No other journal in this space delivers this level of analytics depth at this price point. The tradeoff is a platform that requires meaningful time investment to configure and use effectively. Several traders in published reviews note the setup process is not trivial. TradesViz is not the right choice for someone who wants to be journaling in five minutes. It is the right choice for a data-driven trader prepared to invest in learning it.
Asset Class Coverage and Import
Basic covers stocks only. Pro and Platinum cover stocks, stock options, futures, future options, forex, crypto, and CFDs. Market support extends beyond the US: TradesViz covers US, Canadian, Indian, and Australian markets, which is a meaningful differentiator for international traders who find most journals built exclusively around US equities.
Import works via auto-sync or manual CSV upload. Approximately 40 brokers support auto-sync, with trades syncing every 24 hours automatically or triggered on demand. Named auto-sync integrations include Interactive Brokers, TD Ameritrade/Schwab/Thinkorswim, Tradier, TradeStation, Robinhood, Webull, Tastytrade, Questrade, MetaTrader 4 and 5 (via FTP sync), TradingView, cTrader, Bybit, Kraken, Zerodha, Coinbase, Rithmic, Alpaca, Deribit, OKX, dYdX, Ironbeam, TradeLocker, Trading212, Hyperliquid, Oanda, and PropReports. Manual CSV import covers 200+ additional brokers and platforms.
Account limits are 1 on Basic, 10 on Pro, and 20 on Platinum. Traders managing multiple funded accounts or running strategies across several brokers should plan accordingly when choosing a tier.
Analytics: The Core Case for TradesViz
The 600+ charts on Platinum is not marketing inflation. It reflects the actual breadth of the reporting engine. The standard analytics that most journals offer (P&L by time of day, win rate by setup, profit factor) are present, but TradesViz layers on top: equity curve comparison across symbols, running P&L risk analysis, multi-timeframe exit analysis comparing actual exits to optimal exits at different chart intervals, Trading Trend Analysis tracking metric trends over rolling trade samples, and market vs. trade performance analysis benchmarking results against index moves.
MFE/MAE is available on Pro and Platinum, plotted alongside Best Exit analysis and EOD exit analysis. Exit analysis runs in three modes: best possible exit on the day, end-of-day exit comparison, and multi-timeframe exit comparison. This is the most comprehensive exit analysis available in any journal at this price.
The Tag Groups system is structurally different from standard tagging. Instead of predefined categories like “mistakes” and “setups,” TradesViz allows completely custom tag categories. A trader defines every dimension they want to track, then analyzes correlations between tag combinations. Two tags active simultaneously can be correlated against performance in ways that are impossible to replicate in standard tagging systems. For systematic traders building detailed edge maps across multiple variables, this is the feature no other platform currently matches.
SEC 13F institutional positioning data is integrated on Platinum, allowing traders to analyze their trades in the context of institutional holdings. Options flow data, covering real-time and historical options activity across the market, is also Platinum-exclusive. These are not standard journaling features. They position the Platinum tier as something closer to a full trading research platform than a journal.
For traders who want to understand what these metrics actually mean for their performance before diving in, the what is a trading journal guide provides useful context on the foundational analytics that underpin everything TradesViz builds on.
AI Q&A
The AI Q&A tool on Platinum accepts natural language questions against a trader’s own historical data and returns answers as charts, tables, or both. Queries like “which tickers am I most profitable on Wednesdays” or “show me my average MAE on losing trades above $500” can be answered without building custom filters manually. Answers can be saved as widgets on the custom dashboard, so a trader can build a personalized analytics view driven entirely by AI-generated queries.
This is different from AI coaching features on TraderSync or Edgewonk’s Edge Finder. Both of those surface insights proactively from predefined algorithms. TradesViz’s AI Q&A is interrogative; it answers specific questions a trader asks, rather than generating automated recommendations. Which approach is more useful depends on whether a trader already knows what they want to analyze or needs the platform to surface blind spots unprompted.
AI Trade Chat generates per-trade summaries automatically, combining trade execution data with market context and technical analysis. AI-powered statistics widgets let traders add custom AI-generated charts to their dashboards beyond the 600+ prebuilt options.
Simulators and Backtesting
The simulator suite on Platinum covers every asset class, with second-level precision for US stocks, futures, and global forex pairs, and minute-level for 30,000+ tickers globally including Indian, Canadian, and Australian markets. Speed can be set up to 100x, allowing a trader to rapidly review a large sample of historical sessions. All order types (market, limit, stop, bracket) are supported with full position sizing customization. Every simulated trade is automatically logged to the journal with full analytics applied.
The options simulator is functionally unique. It provides a live-ticking options chain alongside a price chart for any US or Indian optionable symbol, replaying as the options prices actually moved in historical sessions. Intraday options OHLC charts at 5-second intervals are available. TradesViz claims to be the first journal to release this. For options traders who want to understand how their contracts’ pricing evolved during a trade, this is a level of precision no competitor currently offers.
The full backtesting engine covers 35,000+ symbols with 70+ indicators across any timeframe. It is significantly broader in market and symbol coverage than TradeZella’s 2014-to-present stock/futures/forex/crypto backtester, though TradeZella has stronger playbook integration within the backtesting workflow.
Options Depth
Options analytics on Pro and Platinum are the strongest in the category for data volume and specificity. Greeks (Delta, Theta, Gamma, Rho, and IV) are generated automatically for all options trades and charted against performance over time. Multi-leg spreads are auto-detected and auto-tagged: iron condors, verticals, straddles, and other structures are recognized without manual grouping. Options payoff charts visualize risk/reward curves for any US or Indian optionable symbol. Auto-assignment and auto-exercise tracking links options events to the resulting stock positions accurately.
Filtering by expiration date, days to expiration, strike price, and spread type is available on all paid tiers. The Options Command Center on Platinum provides a portfolio-level dashboard tracking aggregated Greeks across all open positions simultaneously, something no other journal in this review covers.
For options traders who currently use a separate greeks dashboard alongside their journal, the Platinum tier consolidates that into one platform.
Free Tier and Pricing
The Basic plan is genuinely free. No credit card, no time limit, no hidden trial. It is stocks-only, limited to 1 account, and caps at 3,000 executions per month. Analytics are restricted to basic P&L charts and trade analysis. Auto-sync is not available on Basic. For a stock trader who is new to journaling and wants to test the concept before paying anything, Basic works. It does not represent the platform’s actual capability.
| Plan | Monthly | Annual (per month) | Annual total |
|---|---|---|---|
| Basic | $0 | $0 | $0 |
| Pro | $19.99 | $14.99 | $179.88 |
| Platinum | $29.99 | $22.49 | $269.88 |
A 7-day free trial covers both Pro and Platinum. At $22.49/month annually, Platinum is priced below Tradervue Silver ($29.95/month) and below TradeZella Essential ($24/month) while offering a substantially larger feature set than either. The pricing comparison is not close.
Mobile App
Native iOS and Android apps are available, confirmed directly from TradesViz’s own FAQ page. This makes TradesViz one of the few journals with both extreme analytics depth and a mobile application, a combination most competitors do not manage.
Limitations
The learning curve is real. The platform’s depth means initial configuration takes time. Setting up chart templates, TradingView preferences, custom tag groups, and import settings before the analytics start delivering value is not a quick process. Traders who tested it and found the interface overwhelming in early reviews are not wrong. The platform is built for serious data engagement, not casual logging.
Basic is stocks-only. A forex or futures trader cannot evaluate the platform’s asset-specific features on the free tier; they need to pay first.
The simulator features that most differentiate Platinum (options simulator, universal simulator across 30,000+ symbols at 100x speed) are locked behind Platinum. Pro’s simulator access is not specified clearly on the pricing page, and the Platinum-exclusive callouts suggest simulators are Platinum-only.
Account limits (10 on Pro and 20 on Platinum) are sufficient for most traders, but prop firm traders cycling through multiple funded accounts may find them limiting at the Pro tier.
Bottom Line
Pros:
- 600+ charts and statistics; the deepest analytics in the category at this price
- AI Q&A accepts natural language questions and returns charts/tables from actual trade data
- Second-level simulators for stocks, futures, forex; options chain simulator is unique in the industry
- Options greeks analysis, auto spread detection, intraday options OHLC at 5-second intervals
- Multi-timeframe exit analysis (Best Exit, EOD Exit, Multi-Timeframe); most comprehensive exit analysis available
- SEC 13F institutional data and options flow data on Platinum
- Custom Tag Groups with correlation analysis; no other journal matches this flexibility
- International market support: US, Canada, India, Australia
- ~40 auto-sync brokers, 200+ CSV import brokers
- Native iOS and Android apps
- Free Basic plan (stocks only, no credit card)
- Benzinga FinTech Awards finalist in Best Data Analysis Tool and Best Portfolio Tracker
Cons:
- Steep learning curve; initial setup requires significant time investment before full value is realized
- Basic plan is stocks-only; all other assets require a paid tier
- Simulators appear to be Platinum-only; unclear Pro simulator access
- The interface density can be overwhelming; not suitable for traders who want a simple logging experience
- 10 and 20 account limits on Pro and Platinum may constrain active prop firm traders
TradesViz Platinum at $22.49/month is the most analytically capable journal available in this price range by a clear margin. The AI Q&A system, the options chain simulator, multi-timeframe exit analysis, SEC 13F data, and the Tag Groups correlation engine are each individually unusual. Combined, they make Platinum the only choice for a systematic trader who treats their journal as a quantitative research tool.
The platform demands something in return: time to configure it, willingness to engage with complexity, and enough trade history to make the analytics meaningful. Traders who want to be journaling in minutes with minimal setup will find the experience frustrating. Those prepared to invest in the setup will find tools here that exist nowhere else in the category.
For traders comparing the full range of options in this space, the best trading journals roundup covers where each platform sits. Traders at the earlier stages of building a journaling habit may benefit from starting with the how to keep a trading journal guide before choosing a platform, since TradesViz’s depth only delivers value once the core habit is solid.
FAQ
Does TradesViz have a free plan?
Yes. Basic is free forever with no credit card required. It covers stocks only, allows 1 trading account, and limits imports to 3,000 executions per month. Auto-sync is not available on Basic. Paid plans unlock all other asset classes, auto-sync, AI features, simulators, and the full analytics suite. A 7-day free trial of Pro or Platinum is also available.
What asset classes does TradesViz support?
Basic covers stocks only. Pro and Platinum cover stocks, stock options, futures, future options, forex, crypto, and CFDs. Market coverage extends to the US, Canada, India, and Australia, which is broader than most competitors which focus on US markets exclusively.
Which brokers support auto-sync?
Approximately 40 brokers support auto-sync, syncing trades every 24 hours or on demand. Named integrations include Interactive Brokers, TD Ameritrade/Schwab/Thinkorswim, Tradier, TradeStation, Robinhood, Webull, Tastytrade, Questrade, MetaTrader 4/5, TradingView, cTrader, Bybit, Kraken, Zerodha, Coinbase, Rithmic, Alpaca, Deribit, OKX, Oanda, Ironbeam, TradeLocker, and PropReports. An additional 200+ brokers support manual CSV import.
What does the AI Q&A feature do?
It accepts natural language questions about a trader’s own historical data and returns answers as charts, tables, or both. Results can be saved as custom dashboard widgets. It is not a coaching feature; it answers specific questions a trader asks rather than generating unsolicited recommendations. AI Q&A is Platinum-only.
How does the options simulator work?
The options simulator provides a live-ticking historical options chain alongside an underlying price chart for any US or Indian optionable symbol. A trader can place orders and observe how options prices moved in real historical sessions, at minute-level precision. It is described as the only online options chain simulator of its kind. The simulator is Platinum-only.
Does TradesViz have a mobile app?
Yes. Native apps are available for both iOS and Android.
What is the difference between Pro and Platinum?
Pro covers all asset classes with 100+ charts, TradingView integration, custom trade reports, options greeks analysis, and 10 trading accounts. Platinum adds AI Q&A, AI trade summaries, all simulators (stock, futures, forex, options, crypto), Best Exit/EOD Exit/Multi-timeframe exit analysis, Options Command Center, Options Flow data, SEC 13F data, Real-time Stock Screener, 20 trading accounts, 10 custom dashboards, and 150+ base charts.
Is TradesViz suitable for beginners?
The free Basic plan works for stock traders starting out with basic journaling. The paid tiers are not beginner-optimized. The depth of the platform requires time to configure and learn. Traders who want a simple, fast setup with minimal learning curve should look at platforms designed for that experience instead.