TradesViz is a web-based trading journal and analytics tool designed for individual traders and investors. It supports a wide range of asset classes including stocks, options, futures, forex, and crypto. Users can import trades automatically from brokers or manually via CSV uploads, and the platform processes the data to generate detailed performance statistics, charts, and reports. Key analytical capabilities include trade tagging, filtering, calendar views, equity curves, win/loss breakdowns, and risk metrics. TradesViz also offers AI-assisted trade note analysis and pattern recognition features. The platform is aimed at traders who want to systematically review their trading history, identify behavioral patterns, and improve decision-making over time. It supports multiple account types and allows users to manage and compare performance across different portfolios or strategies. The interface provides both high-level summaries and granular trade-level drill-downs, making it suitable for both casual reviewers and data-driven traders seeking deep analytical insight.
Target audience and deployment
- Solo / Freelancer
- Startup
- SMB
- Cloud
Key features
Use cases
- Journal and review trading activity
- Analyze trading performance metrics
- Import trades from brokers automatically
- Identify behavioral and strategy patterns
- Track performance across multiple accounts or strategies
- Generate shareable trading reports
Best for
- Active retail traders who need to systematically track and analyze their trade history
- Options and futures traders who need multi-leg trade support and detailed breakdown analytics
- Self-directed investors who need to identify performance patterns and improve trading discipline
- Trading coaches or mentors who need to review and share student performance reports
Integrations
Other
TD Ameritrade, Interactive Brokers, Tradovate, Webull, Robinhood, E*TRADE, Tastyworks, TradeStation, Schwab, Alpaca