Video Guides
Walkthoughs and guides about all important TradesViz features are listed below (below list will be updated with new videos for TradesViz v2.0). We also suggest checking our usage FAQs and blog posts for more information on how to effectively use the features of TradesViz. If you have any questions, please let us know by using the contact form or by sending us an email directly to [email protected].
New TradesViz Dashboard
Dashboard Overview
Trade Management
Group Apply
Trade Explore Tab
Day Explore Tab
Equity Curve & Account Balance
Calendar Tab
Custom Dashboard & AI Widgets
Trades Table
Filters & Toggles
Trade/Day Plans & Analysis
Artificial Intelligence Q&A and Custom Widgets
How to setup Interactive Brokers (IBKR) Flex Query for Auto-sync
Old TradesViz Dashboard
Dashboard Walkthrough
Trade Explore Walkthrough
Stock chart features
Trades tables features
Strategy comparison
Chart explore features
How to Auto import trades
How to Auto sync trades from Interactive Brokers
Charting in TradesViz
How to analyze trades
How to use calendar features
How to switch between net and gross PnL
How to edit and draw on trade charts and images
How to add notes,tags & images to trades
How to create a custom dashboard
How to import trade files
How to export trades from ThinkorSwim
How to delete a trades import
How to delete trades
How to add and edit trades and executions
How to filter tags and symbols
How to use table filters quickly filter trades TradesViz Trading Journal
How to add initial account balance and money transactions
How to use group apply functions
How to change account base currency
How to share trades and trading days
How use Stock, Futures and Forex trading simulator
How use multi-symbol trading simulator
How use options trading simulator