TradesViz

Portfolio Manager — Freemium

Trading journal with a free forever tier, AI analytics and a built-in simulator

AI Coach review that ranks and significance-tests trading leaks

Overview

TradesViz is a portfolio manager built as a trading journal that leans hard on analytics volume instead of simple win-loss tracking. This TradesViz review covers a tool aimed at advanced day and swing traders who want deep statistical feedback on their own trading, not just a log of entries and exits, the kind of tool built for traders who treat their own trade history as data worth mining. Casual investors who make a handful of trades a year will not need this level of depth.

The free Basic plan is permanent, not a time-limited trial, and still allows 3,000 imported executions a month across one trading account with roughly 80 charts, a serious amount of journaling before paying anything. Pro, at $19.99 a month or $14.99 billed annually, opens up stocks, options, futures, and forex across ten accounts. Platinum, at $29.99 a month, adds a real-time screener, options flow data, exit analysis, and a universal simulator covering about 40,000 tickers. AI features include a natural language question tool, automated daily summaries, and an AI coach that ranks statistical leaks in a trader's own history.

The honest limitations show up in the setup experience. Reviewers report clunky data imports, a real problem for a tool whose entire value depends on getting trade history in cleanly. There is also a genuine learning curve; TradesViz packs in enough analytics that getting oriented takes real time, not a five-minute setup. That combination means new users should expect a real setup session before the analytics start paying off, not an instant plug-and-play experience.

TradesViz covers US stocks and global markets for day trading and swing trading, semi-automated, with no API access and no mobile app, a desktop analytics tool rather than something checked from a phone. Starting price is Free, with paid tiers layered on for traders who want more accounts and deeper analytics. Casual or infrequent traders, and anyone wanting journaling on mobile, should skip TradesViz for something lighter.

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