TradesViz Review [2022] – Warrior Trading

  • value for investors
  • Value for Active Traders
  • Outlay
  • Platform and tools
  • Customer service


TradesViz is an online trading magazine that provides multiple tools for performance analysis, visualization, note taking, research, and more


  • The basic plan is available for free
  • Discounts for annual subscriptions
  • Submitting an application is possible
  • Multi-currency support
  • Analysis tools for forex and futures
  • Lower cost than some competitors
  • Ability to import trades from many reputable brokers


  • No mobile app or desktop platform
  • Only stocks, ETFs and options can be traded
  • The best tools are only available with a paid subscription
  • No trading in foreign securities or OTC
  • Inventory check requires a separate subscription

brief overview

Although TradesViz is not a brokerage firm, trading in some securities is possible. Her primary focus is on commercial analysis and research.

For this, it has many tools on its website and it is really easy to get started. A free trial is available, and there are a bunch of tutorial videos.

Without further ado, let’s take a look.

Services provided

On the TradesViz platform, it is possible to perform a variety of analyzes on trading performance. These include:

  • stop loss tracking
  • Custom Trade Reports
  • data export
  • Trade comparison
  • import car broker
  • SEC 13F . Data Analysis
  • Trade performance comparison between Greeks in options
  • Handicraft import
  • Interactive charts for stocks
  • Deposit / Checkout Tracking
  • Economic calendar
  • and more

For actual trading, TradesViz is only compatible with Trader.

However, TradesViz can accept trade imports for analysis from multiple brokers. These companies include:

  • Robinhood
  • TD Ameritrade
  • Interactive brokers
  • urinate
  • delicious works
  • TradeStation
  • devotion
  • E * Trade
  • light’s speed
  • and more

The downside to this service is that sometimes a file has to be emailed by the broker. Robinhood is one example. Due to Robinhood’s rather lackluster customer service, there may 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 automatic import feature where a brokerage account can be linked to a TradesViz account. However, the service is not available with most brokers and traders.

Program overview

TradesViz is of course where the action begins. All that is required to get started is a single login. The site displays remember the login.

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

Next to this is the video icon. Click this and you will get a list of 25 video tutorials. It is a good resource for learning the tools available.

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

Trade Analysis Charts

After selecting the home page, there is a vertical menu on the left side with several options. Trade analysis charts are where you’ll find profit rate numbers, profit and loss data, and more. Of course you will need to import your trades first (select Import/Export Trades in the main menu).

There are charts that display trade data in easy-to-read formats. Green represents winning trades, while red represents losing trades. The total trades are overlaid in yellow.

TradesViz can produce multiple visualizations. Many charts can be customized to display a specific chart (for example, a bar or line chart). Other data points, such as the number of bars, can also be adjusted. Each statistic has multiple ranges automatically generated.


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

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


Under the “Overview” tab in the main menu, there is a sub-tab for Notes. Click this and you will be able to scroll through all the notes you have added in the platform.

Notes can be added in different places on TradesViz. This includes an order card or within the Notes sub-tab itself. There are many text tools, so that notes can be highlighted, written in bold, etc. Images can be added to the note text as well. This is of course a great opportunity to add a screenshot of the graph.

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 be edited, deleted and exported easily.

Trade details

The Explore tab is where TradesViz keeps a history of deals. The handy boxes display useful data, including:

  • Checked back
  • Opening and closing prices
  • Share button

trade sharing

This share button is the purple button with two people inside. Click this and you will be able to share the trade with other TradesViz users. You can choose what you want to share and what you don’t (like tags but no notes, for example). The trade can also be exported to Facebook or Twitter.

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

Stock Checker

TradesViz clients have access to the Stock Tester. However, it is located on a different URL ( that requires a separate login. The link will be found at the bottom of the main menu on the TradesViz website. Clicking on it will launch a new tab.

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

  • CCI is bearish
  • Cross High School
  • Bollinger Bands Breadth
  • More than 5% drop in one day
  • Stocks are trading in live channel for 14 days

In the event that you are not interested in any of the pre-installed options, it is possible to modify them. You can also create your own from scratch.

While testing the scanner, I received results for both stocks and ETFs, which is definitely a plus.

There is a set of graphs at the bottom of the search results. These are for each safety shown in the scan. The chart can be expanded (although not full screen). Up to two years of price history can be displayed.


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

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

The free plan comes with these features:

  • Capacity to import 3000 executions per month
  • PnL . Charts
  • basic stock charts
  • Two indicators for each graph
  • 50+ performance visualizations
  • Fundamental analysis of stocks
  • 1 trading account

The Pro plan offers a little more:

  • Customizable dashboard
  • Interactive Charts
  • Risk and performance stats
  • automatic insights
  • Commissions and Fee Tracking
  • Trades against the performance of the markets
  • Up to 10 trading accounts
  • Company events in the economic calendar
  • More plot patterns on charts

Finally, the Platinum subscription provides the best experience:

  • Actual trading with a linked Trader account
  • Options flow analysis
  • dashboard trading platform

Obviously, a Trader account is required to place an order. Trader has its own fee schedule, which includes $0 commission on trading stocks and ETFs. Option contracts 35¢ each. Homework and exercises $9. There is an idle fee of $50 that can be avoided by meeting various minimums. IRAs have annual fees and termination fees.

While TradesViz’s subscription plans are quite reasonable, it is clear that dealing with a Trader account changes prices quite a bit.

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

The Stock Checker costs an additional $9.99 per month (or $4.99 per month with an annual subscription).


TradesViz has an easy-to-use trading diary and analysis platform. Although the starting cost is lower than some of the alternatives available, adding more features makes the value questionable.

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