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By TradesViz On in How-To

[Updated] Everything you need to know about notes, notetaking and organizing notes in TradesViz trading journal v2.0

The complete guide to notes in TradesViz trading journal. You will learn how to efficiently take notes, organize them, and use them in your trading journal with this guide. July 2024: Updated with TradesViz v2.0 features!


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By TradesViz On in Introduction

AI Daily Summary: Get daily suggestions and insights based on your trading data

Preparation is a leading factor of success in trading. We introduce a new AI feature that helps you recall mistakes, and successes and gives you insights based on your trading data - for every day you trade!


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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 Introduction

AI Trade 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 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.