tradesviz.comReviews of tradesviz.com

I was looking for a solution that had all tools in one - like journaling with simulation, and found TradesViz to be the most suitable. Unlike other alternatives that have poorly working feature just for the sake of advertisement, I'm seeing a lot of useful integrations in TradesViz. I can directly simulate and write notes/add tags to my trades. All my trades are neatly organized into a separate trading account. On top of this, connecting my prop firm accounts have been a breeze. Selecting accounts, slicing data and viewing charts are a joy to use so far. I'm still learning the advanced features, but this will be the journal I'll be using for all my trading. In short, comprehensive product, and also a great support team (truly dedicated!)

Still getting acquainted with the product itself, so far it is pretty intuitive. However, what really knocked it out of the park for me so far is the support team. I had an issue with importing my trades via CSV file from a Breakout/Kraken prop eval account. I reached out to support and within less than 24 hours, they added support for that process and completely resolved the issue. The team there is incredible, I was on trial and going to the annual plan anyway but they earned a lifetime user after this experience.

I am able to get my charts in seconds and customer support in minutes. nothing more I need. None of the above was present in any of the competitors. TradesViz's AI features are the first example in trading that actually helped me improve my trading workflow. On top that, founder is always on chat helping customers even at this stage of their product - something no other product of this level has... 5/5 for everything. Glad I'm here.

This is the most comprehensive analytics platform I have seen/used so far. Background: I've been an options and futures trader for ~15 years and I needed a a single tool to give me metrics on my CSPs and to track technicals of my futures performance. TradesViz has both and a lot more I wish I had when I started out. It took me a week to full settle down with all imports (years of data from IBKR and Schwab) - all with the help of the super helpful live support staff. A bonus - I was also able to talk to PK (the founder) a few times to get some advice on how to best sort and organize my data (a bit surprised to see the founder still doing chat support - but a great help for users like me!) Once all data was imported, it smooth sailing as TradesViz automatically gets data from the broker. So far, it has been a very pleasant experience and a lot of new things learnt in just the few weeks I've used this platform. Features that I like the most are the options metrics tab, and the custom dashboard (for my futures). A tool of this caliber should to be recommended and used by everyone in all trading communities!!! Hoping to see more users and discussions on optimizations of strategies using TradesViz!

Seems like it might work for someone who uses one-and-only-one broker that just happens to be on their short list of easy imports. But I have accounts at several brokers & I just can't get more than one imported at a time. Even when I got one data set imported the reports weren't correct for all of my options & stock positions. I finally stopped trying, stopped using TradesViz & never got any value from it. I've worked with moving data around all day every day for many years, but these folks just insist that I'm incapable of following their instructions. They refuse to provide a simple list of expected columns, and instead publish outdated & imprecise prose descriptions of how to import from each broker. That's a poor way to do it when brokerages frequently change the shape of their downloaded data. I saw where another reviewer got a helpful call from a TradesViz executive, but that ain't happened to me. All their support has ever done for me is call me stupid. I foolishly paid for a full year before I trialed it b/c I had blind faith. I guess they were right all along: I am the dummy!

I've been tracking all of my prop firm accounts using the tradesviz journal and it has been very easy to tag, analyze and view all of my pnl curves/stats in a single dashboard. no lag dashboard, active support, new helpful features every month and detailed guides. I can't ask for anything more. If you need a solid, analytics partner, this is it. Whether you trade prop firms or not, as long as you trade, you need an accountability platform and tradesviz ticks all boxes for me any day.

I tried tradesviz only after checking the commonly "recommend" ones... I wasted a lot of time *and money*. If you are looking at this, save your time, pick TradesViz and you'll thank yourself later. tl;dr - Everything but the kitchen sink + Simple and straightforward UI for new and experienced traders. No gimmicks. I've legitimately learned a lot from my data in one week. Support team is available even at odd hrs and they are fast in adding support for new brokers/formats. The best $30 I've spent all year and I'm only 1 month in.

Tradesviz keeps it's promise in being a professional, well thought of trading analytics platform. The trade plans feature has been a game changer and the team behind the product is incredibly knowledgeable. The UI is clean, polished, always improving and PK does a great job at explaining how to use concepts effectively (it shows that this was made by a trader and not an influencer...) This is still one of the few trading tools that I still use (even in this AI era...) and trust me, I've tried to vibe code my own journal and all it did was spend >$100 in tokens that resulted in a barely functional app. You need this if you are going to survive in the post AI age in trading... Happy trading!