TradesViz is a cloud-based trading journal that has grown into something considerably larger than the category name implies. Beyond trade logging, it includes a real-time stock screener, a historical trading simulator, an AI analytics suite, a prop firm compliance tracker, and a technical backtester, all operating off the same trade data. The target user is an active trader who wants to understand why they make and lose money, not just record that they did. For that trader, there is no direct equivalent at anywhere near this price.
Features
Trade Import and Broker Sync
The platform supports over 200 brokers and trading platforms for import, with more than 30 of those available for full auto-sync. Named auto-sync partners include Interactive Brokers, Schwab, Tradier, Tradovate, NinjaTrader, TradeStation, Tastytrade, Questrade, Webull, Binance, and Rithmic, among others. Manual import via CSV or file upload covers the remaining broker list, and the documentation states that if a platform is not currently supported, the team will add it upon request.
The free Basic plan limits imports to 3,000 executions per month and supports stock trades only. Pro and Platinum unlock unlimited imports and full multi-asset support: stocks, stock options, futures, futures options, forex, cryptocurrency, and CFDs.
Trade Analytics
This is where TradesViz separates itself most clearly from competitors. The platform provides over 600 analytics widgets across three tiers of tools.
The standard analytics library covers 150+ interactive charts on Platinum, organized into trade analysis, grouped analysis, performance analysis, and date-related categories. Charts are interactive with click-to-explore functionality: clicking a data point drills into the underlying trades.
The pivot grid is the deepest tool in the platform. It operates on 90 data points per trade across 40+ categories and 80+ numeric statistics, with a drag-and-drop interface for building custom cross-tabulations. The output can be charted with six visualization types. In practical terms, it answers questions most analytics tools cannot handle at all, such as how performance varies by entry time, symbol float, trade duration, or any custom tag a trader has assigned.
The advanced statistics tier covers MFE and MAE (Maximum Favorable Excursion and Maximum Adverse Excursion), running P&L analysis, best exit analysis, EOD exit analysis, and multi-timeframe exit analysis. These metrics require the Platinum plan. MFE and MAE are calculated two ways: theoretical (price excursion times full position size) and running P&L-based (actual peak and trough of account equity during the trade). The running P&L method is the default for new accounts as of November 2024 and is the calculation method most prop firms use to evaluate risk management. Best exit analysis runs a simulation of what P&L would have been if the final exit was moved forward or backward in time, giving traders a data-driven answer to the question of whether they are cutting trades too short.
Relative volume correlation analysis is also available on Platinum. It maps a trader’s historical performance against the market’s relative volume at the time of each trade, identifying whether profitability improves or degrades at different activity levels.
AI Suite
The AI features consist of four distinct tools.
AI Q&A accepts natural language questions about trade data and returns a linked table and chart. The system converts the question into a database query internally; no trade data leaves the platform servers for this feature. Questions must be objective, such as “what is my win rate on long trades taken between 9:00 and 9:30 AM on Tuesdays.” Pro users receive 20 unique queries per day; Platinum users receive 30. Previously run queries can be re-executed without consuming the daily quota.
AI Trade Chat is a conversational interface that operates differently. It uses an external LLM and does send trade data outside the platform, which requires a separate consent setting in account settings. Pro users receive 25 messages per day; Platinum users receive 50. Unlike the structured Q&A, Trade Chat accepts subjective questions and retains conversation context, including chain-of-thought reasoning across follow-up questions.
AI Summary generates a daily performance summary with pattern observations and suggested areas to review. AI Notes produces per-trade summaries combining trade data with market conditions.
Results from AI Q&A can be saved as widgets in custom dashboards. The Trade Chat as of March 2026 can also generate insights from individual charts and tables within the platform.
Custom Dashboards
Pro users get one custom dashboard; Platinum users get ten. Dashboards are built using a drag-and-drop interface from the library of 600+ widgets, which includes all standard analytics charts, AI Q&A results, and custom table views. The platform also supports a custom trades table with configurable columns, custom ordering, persistent sorting and filtering states, and column-level charting.
Real-Time Screener
TradesViz added a native real-time stock screener that runs during US market hours from 8:30 AM to 5:00 PM ET. The screener offers 14 strategies: price change, percentage price change, volume change, percentage volume change, consecutive green bars, consecutive red bars, new high of day, new low of day, change since open, average volume over a time window, all halts, above 52-week high, below 52-week low, and a combined AND/OR multi-condition screener. Each strategy is configurable with price, volume, and time window thresholds.
The integration with the journal is the functional differentiator. From any screener result, a trader can save the ticker with the alert price, signal type, and timestamp directly into the day’s journal notes, add it to the daily watchlist, or open a live chart inline without leaving the platform. Live charts support 9 preset timeframes from 10 seconds to 1 hour plus custom intervals.
A separate EOD screener powered by EZStockScreener.com (a related product from the same team) provides 30+ end-of-day strategies covering US, Canadian, Indian, and Australian exchanges, useful for pre-market preparation.
The real-time screener is a Platinum-only feature.
Trading Simulator
The simulator supports stocks (15,000+ tickers), futures (50+ contracts), options (all US stocks), forex (80+ pairs), cryptocurrency (2,000+ coins), and indices (100+ globally). Simulation runs on real historical data at second-level precision for US asset types, with replay speed adjustable up to 100x. The simulator supports bracket orders, visual stop placement, scale-in and scale-out, and position flattening to replicate live trading mechanics.
All simulated trades flow into the same analytics system as live trades, giving full access to the 600+ analytics widgets on simulated performance. This is functionally a built-in paper trading tool with journaling tied in automatically.
Challenge Mode overlays prop firm rules on top of any simulator session. A trader selects a firm and account size from the pre-built profile library, and the simulator enforces drawdown limits, daily loss limits, profit targets, and contract maximums in real time. If a rule is breached, the session pauses and shows the specific violation and the exact moment it occurred.
Prop Firm Compliance Tracker
TradesViz includes pre-built compliance profiles for 20 prop firms across 65 account configurations. Futures firms covered include Apex Trader Funding, Topstep, My Funded Futures, Tradeify, TradeDay, Elite Trader Funding, Earn2Trade, Take Profit Trader, Bulenox, UProfit, and OneUp Trader, among others. Forex and multi-asset firms include FTMO, FundedNext, The5ers, FunderPro, FXIFY, and FundedTradingPlus.
The compliance engine handles all four drawdown calculation types used across the industry: trailing end-of-day (used by Topstep and Tradeify), trailing intraday (used by Apex for evaluations), static (used by FTMO and FundedNext), and trailing-to-static lock (used by some funded accounts once the floor reaches starting balance). The distinction between these calculation methods is not cosmetic. A trailing intraday drawdown locks up faster during volatile sessions than an EOD trailing type does, and confusing them has a direct cost in evaluation failures.
The compliance dashboard displays nine metric widgets: drawdown buffer gauge, profit target progress, daily loss limit tracker, consistency score, trading days counter, current balance, worst drawdown, MFE/MAE performance, R performance, and payout readiness indicator. The consistency score widget is specific enough to show the exact dollar amount of additional profit required to dilute the best day below the firm’s percentage threshold.
A retroactive evaluation simulator runs a trader’s existing historical data through any firm’s rule set and returns a pass, fail, or active status with the specific failure reason and date if applicable. Rolling window analysis extends this by running the evaluation across every possible N-day window in the trade history, producing a pass rate percentage. This answers a more useful question than single-shot pass/fail: what percentage of the time does this trader’s typical pattern clear a given firm’s rules.
The compliance tracker is a Pro and Platinum feature.
Additional Tools
The technical backtester runs on 30,000+ symbols with 70+ indicators across any timeframe, powered by the same EZStockScreener infrastructure. Options tools include the Options Flow dashboard (parsing OPRA data for unusual sweep, block, and split activity on US optionable stocks), an options flow scanner, multi-leg options payoff charts, and an options simulator and backtester for strategy testing. The risk simulator runs what-if scenarios on historical trades by applying different stop-loss or profit target percentages and shows the aggregate impact across the selected trade set.
The trading calendar displays P&L, tags, notes, wins, and market events (earnings, IPOs, splits) in a single interactive view. The goals tracker supports up to 4 daily goals on Pro and 30+ daily, weekly, and monthly goals on Platinum.
Pricing
TradesViz offers three plans. A 7-day free trial is available for both paid tiers.
| Plan | Monthly | Annual (billed yearly) |
|---|---|---|
| Basic | $0 | $0 |
| Pro | $19.99/month | $13.99/month ($167.88/year) |
| Platinum | $29.99/month | $22.49/month ($269.88/year) |
Basic is free permanently. It supports stock trades only, caps imports at 3,000 executions per month, limits the platform to 1 trading account, provides 2 stock charts per trade, and includes 80+ analytics charts from the trade analysis and date-related categories.
Pro unlocks unlimited imports across all supported asset classes (stocks, options, futures, forex, crypto, CFDs), raises the trading account limit to 10, provides 10 stock charts per trade with 8 indicators, gives access to 100+ analytics charts across all categories, adds AI Q&A and AI Trade Chat, and includes prop firm compliance tracking with up to 4 daily trading goals.
Platinum adds the real-time screener, trading simulator (all asset classes), options flow dashboard and scanner, custom dashboards (up to 10), pivot grid analysis, best exit and EOD exit analysis, multi-timeframe exit analysis, running P&L analysis, options payoff charts, backtester, stop-loss/profit target risk simulator, dividend tracker, and 30+ trading goals across daily, weekly, and monthly timeframes. The trading account limit increases to 20, and stock charts per trade increase to 20.
Payment is accepted via Stripe (credit/debit card) and PayPal.
Practical Considerations
The platform carries a real learning curve. The feature depth that makes TradesViz powerful is the same thing that makes the first week disorienting. Traders accustomed to simpler journals will spend time navigating the sidebar structure, configuring their dashboard, and understanding which analytics tool answers which type of question before they can use the platform effectively. The documentation is extensive and the team provides live chat support throughout the week, which helps, but the onboarding investment is real and worth accounting for before signing up.
The AI Trade Chat feature sends trade data to external LLM providers, which requires explicit opt-in in account settings. Traders with data privacy concerns should read the consent terms before enabling it. The AI Q&A feature, by contrast, keeps all data internal.
MFE, MAE, and best exit statistics are calculated retrospectively using historical data, not in real time. Stats for trades made on the current day will not appear until late end-of-day or early the following morning when the historical data becomes available for that session. This is a documented system behavior, not a bug, but it means same-day performance review does not include these advanced metrics.
The free Basic plan restricts imports to stocks only. Traders who primarily trade options, futures, or forex will need at minimum a Pro subscription to import their trades.
Bottom Line
For an active trader who wants genuine analytical depth, TradesViz at the Platinum tier ($22.49/month billed annually) delivers more than any other trading journal at that price. The combination of the real-time screener, prop firm compliance tracking, and retrospective simulation tools makes it particularly relevant for traders working toward funded accounts. The free plan is a legitimate starting point for stock traders before committing to a subscription.
Pros
- Real-time screener with 14 strategies and direct journal integration, included in Platinum
- 600+ analytics widgets with a pivot grid capable of cross-tabulating any combination of 90 trade data points
- Pre-built prop firm compliance profiles for 20 firms with 65 account configurations, covering all 4 drawdown calculation types
- Retroactive evaluation simulator with rolling window pass-rate analysis
- Trading simulator with second-level precision on US assets and Challenge Mode that enforces prop firm rules in real time during practice sessions
- AI Q&A with no data leaving the platform; AI Trade Chat with conversational context retention
- Free plan permanently available; 7-day trial for paid tiers
- 30+ auto-sync broker connections including Interactive Brokers, Schwab, Tradovate, Rithmic, NinjaTrader, TradeStation, and Tradier
Cons
- The platform requires meaningful setup time. The feature density is an asset for experienced users but the navigation and configuration will overwhelm traders who want something that works out of the box.
- Same-day MFE, MAE, and best exit stats are not available until late EOD or the following morning.
- The free plan supports stocks only. Options, futures, and forex traders pay from day one.
- AI Trade Chat sends trade data to external providers, which may not be acceptable to all traders.
- Pro users are capped at 1 custom dashboard and 4 daily trading goals. The goals limit in particular becomes constraining for traders who want to track multiple performance dimensions simultaneously.
TradesViz Alternatives
TradesViz alternatives are TradeZella, Edgewonk, TraderSync, Tradervue and Trademetria. When comparing TradesViz with its alternatives, consider the trading analysis capabilities each platform offers.