TradesViz

TradesViz is a web-based trade journaling platform that positions itself at the intersection of execution tracking and live market discovery. Unlike static post-trade loggers, it embeds a real-time stock screener with 18 strategies, live charts, and customizable layouts directly inside the journal — a workflow the vendor describes as unique among trade journaling tools.

According to the platform's own documentation, the screener runs during market hours and is not a repackaged end-of-day scanner or free API widget. Results flow into an action bar where traders can copy a ticker and act without switching tabs. From there, the Trade Plan feature allows formalizing entries with stop levels, price targets, and checklist conditions, which can later be queried through the platform's AI Q&A function.

Analytics and Dashboards

The analytics layer covers the standard performance metrics traders expect — win-rate, PnL curves, and risk ratios including the Kelly Criterion — but the distinctive editorial element is how results are presented. PnL and win-rate charts carry auto-generated insights alongside the visualizations, with expandable detail views. The vendor states these insights are 100% deterministic rather than generative, which matters for traders who need consistent, repeatable analysis.

Throughout 2026, users can assemble any chart as a movable widget on a custom dashboard, with the platform explicitly mentioning AI-generated widgets as an option. The AI Charting capabilities here extend to the dashboard layer itself, not just to individual chart generation.

Trade Organization

A tag-based system supports individual, rule-based, and bulk tagging, with tag groups enabling sliced comparisons across PnL, win-rate, frequency, and duration. Group Apply extends this to bulk commissions, chart generation, and note application. The Day view collapses a full trading day into a single tabular summary with running PnL.

Integration and Data Flow

TradesViz integrates TradingView charts with custom indicators and global templates. On the screening side, EZStockScreener.com — a separate platform owned by the same team — provides a custom query language for building unlimited screening conditions beyond the 30 built-in strategies. Daily results surface inside the TradesViz dashboard.

Import support is described as unlimited across all asset types, though the platform notes that trade imports capture only execution data. Cash movements — starting balance, deposits, withdrawals — must be entered manually in a dedicated tab for Total Account Value and CAGR to reflect real equity. Summary pages can be exported to PDF or Excel.

For traders who need a lightweight alternative, Preswald offers a different approach to data workflows. Those focused primarily on financial planning may find Best Budgeting Tool more aligned with their needs.