TradesViz is an all-in-one trade journaling and performance analytics platform built for individual traders, trading educators, and professionals. It supports a wide range of asset classes including equities, options, futures, forex, and cryptocurrencies.
The platform allows traders to import their trade data from more than 90 brokerages and trading platforms. Once imported, users can tag, annotate, and analyze their trades using interactive charts and reports that cover a wide range of performance metrics.
Unlike traditional spreadsheet journaling, TradesViz automates much of the tracking and analysis process. Its goal is to help traders understand what’s working and what’s not by making data-driven insights more accessible and actionable.
Features
TradesViz offers automatic trade import from over 90 brokers and platforms. Traders simply upload their trade files or connect their accounts for seamless data synchronization. This eliminates manual entry and ensures that all trades are captured accurately.
Users can annotate trades with notes, tags, images, and even charts. These annotations help contextualize each trade, making it easier to evaluate decisions and learn from both successes and mistakes.
The platform includes more than 400 unique analytics and visualizations. Traders can explore profit and loss by strategy, symbol, time of day, entry type, exit reasons, and many other dimensions. Interactive dashboards and filters allow deep customization.
TradesViz also supports multi-account journaling. This means traders with accounts across multiple brokers can consolidate their performance data into one unified view. Users can compare account performance or aggregate data for a complete overview.
For options traders, the platform includes advanced tools to analyze individual legs, spreads, and multi-leg strategies. Options analytics provide insights into open interest, volatility, and expiration risk, enhancing strategic planning.
Other features include calendar-based trade review, trade replay, chart overlays, and risk analytics. The platform also supports voice and video notes, making it easy to record post-trade reviews or thoughts.
TradesViz also integrates AI-driven tagging and trade classification, helping automate journal organization and surface recurring patterns that may not be visible at first glance.
How It Works
Traders begin by uploading trade data directly from supported broker platforms or by using spreadsheet import. Once uploaded, the system parses each trade and categorizes it based on trading activity.
Traders can then tag each trade with custom labels, notes, and outcomes. For instance, you can label a trade as part of a breakout strategy or a reversal entry. These tags later enable filtered performance analysis by strategy type or setup.
Analytics are generated automatically using the data collected. Performance charts, win rates, expectancy, drawdown statistics, and heatmaps are just a few examples of the visual tools available.
The dashboard provides a clean, customizable view of trading metrics. Traders can track performance over time, compare different periods, and evaluate improvements based on implemented changes.
Options traders benefit from a dedicated options dashboard that dissects each leg of complex trades and evaluates performance by strategy type, expiration cycle, or Greeks exposure.
All data is stored securely and is accessible via web browser from desktop or mobile devices. There is no software installation required, and updates are rolled out automatically.
Use Cases
TradesViz is ideal for independent traders who want to maintain a detailed trading journal with advanced analytics. It helps them identify strengths and weaknesses in their strategies and trading psychology.
Trading coaches and educators can use TradesViz to monitor the progress of their students or clients. They can review trades collaboratively, add notes, and guide learners using real performance data.
For algorithmic traders or those using systematic strategies, TradesViz allows tagging by bot or strategy type to measure the effectiveness of each automated method.
Professional proprietary trading firms or small trading desks can use TradesViz to consolidate trades across multiple accounts and provide comprehensive performance reporting.
It’s also a valuable tool for day traders, swing traders, and options traders who need a reliable way to analyze trade data in near real time and improve decision-making with historical insights.
Pricing
TradesViz offers three pricing plans to meet the needs of different types of traders.
The Free Plan includes:
Manual trade imports
Access to basic analytics
One trading account
Limited annotations and features
The Pro Plan starts at $19.99 per month and includes:
Unlimited broker imports
Support for multiple accounts
Advanced analytics and visualizations
Full options analytics
Trade sharing and collaboration features
The Platinum Plan, priced at $29.99 per month, offers:
All Pro features
AI-powered tagging and insights
Additional customization and layout tools
Dedicated customer support
Premium data integrations
All plans come with a free trial period, and discounts are available for annual billing. Users can cancel or switch plans at any time via the account settings on the platform.
More detailed pricing can be found at https://www.tradesviz.com/pricing.
Strengths
TradesViz is one of the most comprehensive trade journaling platforms available, especially for active traders who want deep insights without building their own dashboards.
Its wide brokerage support and seamless imports make onboarding easy. The analytics are both detailed and intuitive, helping traders of all skill levels understand their performance at a granular level.
The platform’s flexibility allows traders to create custom tags, views, and dashboards, which means no two users have to use it the same way. This adaptability is a major advantage for traders with diverse strategies or assets.
TradesViz’s options analytics are a standout feature. Many journaling tools neglect the complexity of options, but TradesViz provides clear, actionable data on strategies like spreads, iron condors, and straddles.
Another strength is the ability to overlay trades on charts and replay them. This helps traders visually evaluate entries and exits in context, aiding both review and strategy refinement.
Drawbacks
While TradesViz offers a rich feature set, it may feel overwhelming to beginner traders due to the depth of customization and the volume of available data.
The free plan is relatively limited in comparison to other platforms, particularly when it comes to broker integrations and analytics depth. Most serious traders will need a paid plan to get full value.
There is currently no native mobile app, although the web platform is mobile-friendly. Still, users who prefer app-based experiences may find the lack of a dedicated app a limitation.
Some users may experience a learning curve when navigating advanced features like multi-leg options analysis or customizing dashboards. However, the platform does offer tutorials and support to help new users onboard successfully.
Comparison with Other Tools
Compared to tools like TraderVue, Edgewonk, and Journalytix, TradesViz stands out for its high degree of automation and visual analytics. While some competitors focus more on trade journaling or performance metrics, TradesViz merges both into a unified platform.
It provides more brokerage integrations than many alternatives and supports deeper analytics for options and futures traders. Its ability to handle multi-asset class accounts and consolidate data makes it ideal for traders with diverse portfolios.
Unlike simpler journaling apps that rely heavily on manual input, TradesViz focuses on automation and AI features to streamline the journaling process.
Customer Reviews and Testimonials
Users of TradesViz often praise the platform for its powerful analytics and flexibility. Many traders highlight how the insights provided by TradesViz helped them discover hidden patterns in their trading behavior or fine-tune strategies that weren’t performing as expected.
Positive feedback often mentions the fast and responsive customer support, as well as the platform’s constant updates and new feature rollouts.
Some users have credited TradesViz with helping them turn their trading around by identifying loss-making strategies and eliminating them from their process.
There are also testimonials from trading educators who appreciate the ability to collaborate with students, review trades together, and guide them using real-time data.
Conclusion
TradesViz is a powerful, customizable, and data-rich trade journaling platform that gives traders the tools they need to refine their strategy and improve performance. With seamless broker integrations, advanced visual analytics, and support for multiple asset classes, it is well-suited to active traders, educators, and professionals who want to make the most of their trading data.
While beginners may face a brief learning curve, the platform’s intuitive design, tutorials, and support ensure that traders can quickly extract value. For those serious about improving their trading through deep analysis and journaling, TradesViz is a standout choice in the market.
