Brief Overview

Although TradesViz isn’t a brokerage firm, trading in some securities is possible. Its primary focus is on trade analysis and research.

For this, it has many tools on its website, and it’s really easy to get started. A free trial is available, and there is a suite of learning videos.

Without further ado, let’s take a look.

Services Offered

On the TradesViz platform, it’s possible to perform a wide variety of analyses on trade performance. These include: 

• Stop-loss tracking
• Custom trade reports
• Data export
• Trade comparison
• Auto broker import
• SEC 13F data analysis
• Greeks vs. trade performance for options
• Manual trade import
• Interactive stock charts
• Deposit/withdrawal tracking
• Economic calendar
• And more 

For actual trading, TradesViz is only compatible with Tradier.

However, the TradesViz platform can accept imports of trades for analysis from multiple brokers. These firms include:

• Robinhood
• TD Ameritrade
• Interactive Brokers
• Webull
• tastyworks
• TradeStation
• Fidelity
• E*Trade
• Lightspeed
• And more

The downside of this service is that sometimes a file must be emailed by the broker. Robinhood is one example. Because of Robinhood’s rather lackluster customer service, there could be a delay in receiving the file. To import my trades from TD Ameritrade, I was able to download a file directly from my TDA account.

There is also an auto import feature where a brokerage account can be linked to a TradesViz account. The service isn’t available with most broker-dealers, however.

 

Software Overview

The TradesViz website is of course where the action begins. A single login is all that is required to get started. The website offers to remember a login.

There are two color themes: light and dark. The toggle switch for this is in the upper-right corner. Here, the main menu will also be found. It is represented by three horizontal bars.

Next to this is a video icon. Click on this and you’ll get a list of 25 educational videos. They’re a good resource for learning the available tools.

The dashboard is where a lot of the trade analysis will take place. It can be accessed by clicking on the main menu and then selecting Home.

Trade Analysis Charts

After selecting Home, there is a vertical menu on the left-hand side with many choices. The Trade Analysis Charts is where you’ll find win-rate figures, profit and loss data, and more. You’ll of course need to import your trades first (select Import/Export Trades in the main menu).

There are graphs that display trade data in easy-to-read formats. Green represents winning trades, and red is for losing trades. Total trades are overlaid in yellow.

TradesViz’s software can produce multiple visualizations. Many charts can be customized to show a certain plot (e.g., bar chart or line). Other data points can be adjusted as well, like number of bars. Every statistic has multiple auto-generated ranges. 

Calendar

The TradesViz platform also groups trades by date. Just click on the Calendar tab under the left-hand menu. Here, I found my trades with details on total executions, fees paid, cumulative volume, and more.

Data can be exported in a variety of formats, including spreadsheet and pdf.

Notes

Under the Overview tab in the Home menu, there is a Notes sub-tab.  Click on this and you’ll get to scroll through all the notes you’ve added in the platform.

Notes can be added at various places on TradesViz. These include an order ticket or within the Notes sub-tab itself.  There are many text tools, so that notes can be highlighted, bolded, and so forth. Images can be added to the body of a note as well. This of course is a great opportunity to add a screenshot of a chart.

Notes can be color-coded according to their tags. There are no pre-installed tags, although it’s easy to create your own. Notes can easily be edited, deleted, and exported.

Trade Details

The Explore tab is where TradesViz keeps a record of trades. User-friendly tiles show useful data, including:

• Realized return
• Open and close prices
• Share button

Sharing a Trade

That share button is the purple one with two people inside of it. Click on this and you’ll be able to share a trade with other TradesViz users. You can choose what to share and what not to share (like tags but no notes, for example). A trade can also be exported to Facebook or Twitter.

Besides trades, it’s also possible to share an entire account with another TradesViz user. This feature can be turned on in the Account Settings menu.

 

Stock Screener

TradesViz customers do have access to a stock screener. However, it’s located at a different URL (EZstockscreener.com) that requires a separate login. The link will be found under the main menu on the TradesViz site. Clicking on it will launch a new tab.

There are many pre-installed searches. They typically use technical events as searchable criteria. Examples include:

• Bearish CCI
• SMA Crossover
• Bollinger band widening
• More than 5% drop in 1 day
• Stocks trading in a straight channel for 14 days

In case you don’t exactly care for any of the pre-installed choices, it’s possible to edit them. You can also create your own from scratch.

During my testing of the screener, I received results for both stocks and ETFs, certainly a plus.

At the bottom of the search results is a collection of graphs. These are for each security that appears in the scan. A chart can be expanded (although not to full screen). And up to 2 years of price history can be shown.

Subscriptions

Although TradesViz does offer some of its services for free, most of them require a paid subscription.

A 25% discount on the monthly price is available by signing up for an annual membership.

The free plan comes with these features:

• Ability to import 3,000 executions per month
• PnL charts
• Basic stock charts
• Two indicators per chart
• 50+ performance visualizations
• Fundamental analysis on stocks
• One trading account

The Pro plan delivers a little more:

• Customizable dashboard
• Interactive charts
• Risk-performance stats
• Auto insights
• Commissions and fees tracking
• Trades vs. markets performance
• Up to 10 trading accounts
• Company events on the economic calendar
• More plot styles on charts

And finally, a Platinum subscription delivers the best experience:

• Actual trading with a linked Tradier account
• Options flow analysis
• Trading console in the dashboard 

Obviously, a Tradier account is required for order submission. Tradier does have its own fee schedule, which includes $0 commissions on stock and ETF trades. Option contracts are 35¢ each. Assignments and exercises are $9. There is a $50 inactivity fee that can be avoided by meeting various minimums. IRAs have annual and termination fees. 

While TradesViz’s subscription plans are quite reasonable, tacking on a Tradier account obviously changes the pricing quite a bit. 

A 7-day free trial is available on the Pro plan. This is a good way to unlock all of its features and give it a try. A credit card is required. You’ll need to cancel within the 7 days to avoid being charged. 

The stock screener costs an additional $9.99 per month (or $4.99 per month with a yearly subscription). 

Bottom Line

TradesViz has a user-friendly platform for trade journaling and analysis. Although the starting cost is lower than some alternatives out there, adding more features makes the value questionable.