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By TradesViz On in How-To

Multi-type notes template: Assign custom note types to your trades, days and more on TradesViz

Note-taking is a huge present and importance in TradesViz - so much so that we have a dedicated notes tab. With this update, we're bringing another level of flexibility to note-taking where you can dynamically select/add/insert a note template when creating/editing a note.


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By TradesViz On in How-To

Seasonality Portfolios: How to build portfolios based on seasonality data on TradesViz

Seasonality data is a great way to understand the cycles of a stock over a period of time. But what if you could leverage this data to build portfolios of many tickers each balancing out the weaknesses of the other?... Read on to understand!


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By TradesViz On in Introduction

Auto-add commssions, fees, targets to your trades: Automation using commissions and fees profiles in TradesViz

Does your broker not report any commissions/fees? Are you tired of entering stops/profits, commissions/fees to your trades? Fret not! TradesViz's advanced account settings can automate all of this for you!


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By TradesViz On in Introduction

AI Summary: Combining your trade data + Market data to auto-generate notes

We've automated a lot of parts of journaling - one part we've yet to explore is note-taking. We're solving that with this AI feature on TradesViz.


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By TradesViz On in Core UI

TradesViz Day Notes Tab - TradesViz v2.0 Updates

Adding, updating, and learning from notes is the cornerstone of journaling. TradesViz v2.0 brings a great deal of improvements to the dedicated notes tab on TradesViz - the only trading journal to have a dedicated suite of features for managing notes.