TradesViz

TradesViz is a comprehensive, all-in-one trading analysis platform designed to be the ultimate trading partner for both novice and professional traders. It transcends the boundaries of a traditional trading journal by integrating a powerful suite of tools under a single, unified interface. Covering all major global markets—including stocks, options, futures, forex, and cryptocurrencies—TradesViz provides a 360-degree view of your trading performance. At its core, the platform is built on a data-driven philosophy, empowering traders to identify their edge, analyze mistakes, and refine strategies with objective insights. With over 600 unique charts, customizable dashboards, and a groundbreaking AI Q&A feature, TradesViz turns your trading data into actionable intelligence.

How to use TradesViz

Getting started with TradesViz is a streamlined process designed to get you analyzing your trades quickly:

1. Sign Up and Choose a Plan: Register for an account. You can start with the free Basic plan to explore core journaling features or opt for a 7-day free trial of the Pro or Platinum plans to unlock the full suite of advanced tools.
2. Import Your Trades: TradesViz supports over 150 brokers and platforms. You can auto-sync your trading history with brokers like Interactive Brokers (IBKR) using Flex Queries or simply upload your trade history files. Manual entry is also available.
3. Analyze Your Performance: Once your trades are imported, dive into the main dashboard. Explore hundreds of performance visualizations, filter your trades by any metric imaginable, and review your executions on interactive TradingView charts.
4. Practice and Refine with Simulators: Navigate to the Trading Simulator to practice your strategies risk-free. Choose from over 30,000+ tickers, select any historical date, and trade on timeframes as low as 5 seconds. Utilize the multi-chart simulator to replicate your real trading setup.
5. Leverage AI for Deeper Insights: Use the AI Q&A feature to ask complex questions about your trading data in plain English, such as "Show me my win rate for trades held less than 30 minutes on Tuesdays." The AI will generate custom charts and tables for you.
6. Explore Advanced Tools (Platinum): If you're on the Platinum plan, utilize the Options Flow screener to spot unusual market activity, backtest strategies with the technical analysis engine, and analyze your trade plans to ensure you're sticking to your rules.

Core Features of TradesViz

• Advanced Trading Journal: Supports all asset types (stocks, options, futures, forex, crypto) with over 600+ performance charts and statistics. Features include MFE/MAE analysis, R/R ratios, and fully customizable dashboards.
• AI-Powered Analytics (AI Q&A): Ask any question about your trading data in natural language and receive instant charts, tables, and insights. The AI can also generate automatic summaries for your trades.
• Multi-Asset Trading Simulators: A suite of simulators for stocks, options (with full options chain), futures, and forex. Practice with historical data, realistic order types (market, limit, stop, bracket), and adjustable speeds up to 100x. Includes a unique multi-chart simulator for practicing with up to 4 symbols/timeframes at once.
• Options Flow Analysis & Screener: Access detailed options flow data derived directly from OPRA. Use over 20 unique filters, view symbol-specific dashboards, and leverage the world's first options flow trend screener to identify institutional patterns.
• Technical Analysis Backtester: Test your trading ideas across 30,000+ global symbols on any timeframe. Build complex strategies using over 70 technical indicators without writing any code.
• Trade Plans & Mistake Analysis: Create detailed trading plans and checklists for your trades and trading days. The platform helps you analyze how well you adhere to your rules and how deviations impact your P&L.
• Comprehensive Broker & Market Support: Seamlessly import trades from over 150+ brokers and platforms. Analyze assets from global markets, including the US, India, Canada, Australia, and more.

Use Cases for TradesViz

TradesViz is versatile enough to support a wide range of trading activities:

• Performance Optimization: Day traders and swing traders can import their history to pinpoint their most profitable setups, identify costly mistakes, and optimize their entry/exit strategies using MFE/MAE and Best/EOD exit analysis.
• Strategy Development & Validation: A trader with a new scalping strategy for futures can use the sub-minute simulator to practice and validate its effectiveness on historical data before risking real money.
• Options Trading Research: An options trader can use the options flow dashboard to see where "smart money" is moving, identify unusual activity in specific stocks, and use the options chain simulator to practice complex strategies like spreads or iron condors.
• Behavioral & Psychological Analysis: Traders struggling with discipline can use the trade plan and checklist features to enforce their rules and visually see the financial cost of breaking them, helping to build better habits.
• Portfolio-Level Review: Investors and traders with multiple accounts across different brokers can consolidate all their activity in one place for a holistic view of their overall performance and net worth.

Advantages of TradesViz

TradesViz stands out from other journaling tools with several key advantages:

• Unmatched Versatility: It's the only platform that truly combines an advanced journal, multi-asset simulator, backtester, and institutional-grade options flow analysis in one place.
• Deep, Actionable Analytics: Goes far beyond basic P&L charts, offering deep statistical insights and AI-driven analysis that helps traders understand the "why" behind their results.
• Built for All Traders: With its scalable features and pricing, it's equally valuable for a beginner learning the ropes and a professional fund manager analyzing complex options strategies.
• Focus on Improvement: The entire platform is designed not just to record trades, but to actively help you improve by practicing, analyzing, and refining your approach in a data-driven manner.
• Exceptional Value: Offers a feature set that would typically require multiple subscriptions costing hundreds of dollars per month for a fraction of the price, including a robust free plan.

Pricing and Plans

TradesViz offers a flexible pricing structure to suit different needs, with a 25% discount for annual billing.

• BASIC: Free. Ideal for beginners, this plan includes support for 3,000 executions per month, 50+ performance visualizations, and basic trade management features.
• PRO: $14.99/month (billed yearly). Designed for active traders, this plan includes everything in Basic plus unlimited imports, support for all asset types, 400+ visualizations, multiple trading accounts, and the powerful AI Question & Answer and AI Trade Summary features. A 7-day free trial is available.
• PLATINUM: $22.49/month (billed yearly). The all-in-one solution for serious traders. It includes every feature from Pro, plus unlimited custom dashboards, advanced options flow analysis and scanner, the complete Trading Simulator suite (Stock, Options, Futures, Forex), advanced pivot/grid charting, trade/day plans analysis, and the full backtesting engine. A 7-day free trial is available.