- You want deep analytics and drill-down from a chart to its trades
- You need stocks, options, futures, forex, crypto, or CFDs on a paid tier
- You value journal-linked replay, simulator tools, and export controls
- You want a native Android or iOS daily-review workflow
- You require a documented customer API with stable endpoints and authentication
- Your broker export, asset class, fees, or full history has not passed a test import
- You expect every web analytics, simulator, or research screen on mobile
- You need a specific prop program whose current rules you have not reconciled
TradesViz Pricing: Free Has Limits, and the Paid Tiers Differ
As of September 22, 2026, the official pricing table lists Basic at $0, Pro at a standard $14.99 per month billed annually, and Platinum at a standard $22.49 per month billed annually. The page says annual billing saves 25%, or three months, and both paid plans have a seven-day trial. A short Labor Day promotion was visible during this check; the table below deliberately records the crossed-through standard annual equivalents instead of turning a temporary coupon into a durable price claim.
| Plan | Standard annual equivalent | Imports and accounts | Analytics boundary | Verified |
|---|---|---|---|---|
| Basic | $0 | Stock imports · 3,000 executions/month · 1 account | 80+ base charts listed; reduced chart controls | Sep 7, 2026 |
| Pro | $14.99/month billed annually | All listed asset types · unlimited imports · 10 accounts | 100+ base charts; current AI tool set listed | Sep 7, 2026 |
| Platinum | $22.49/month billed annually | All listed asset types · unlimited imports · 20 accounts | 150+ base charts; 600+ stats overall; advanced simulator/research tools | Sep 7, 2026 |
These are current standard annual-plan equivalents, not a promise about checkout, renewal, tax, currency conversion, add-ons or future entitlements. The pricing page still displays an expired September promotion, so use the standard prices unless the checkout explicitly applies a valid offer. Verify the official pricing and feature matrix for the account you would actually buy.
Is TradesViz Free?
Yes, Basic is a real ongoing free tier—but its import boundary matters more than the word “free.” TradesViz lists stock imports, one trading account, and a cap of 3,000 executions per month. Its subscription FAQ says the free version can sync stock trades from supported brokers; importing or syncing non-stock trades requires Pro or Platinum.
That makes Basic a credible test for a stock trader whose source is supported and whose execution count stays within the cap. It is not a free route for options, futures, forex, crypto, or CFD imports. The cleanest evaluation is to import a duplicate-safe sample account, reconcile fills and fees, inspect grouping, export the result, and only then decide whether the paid workflow earns its recurring cost.
- Use a small date range containing winners, losers, scale-ins, partial exits, shorts, and fees.
- Compare execution count, symbol, side, quantity, timestamps, entry/exit price, gross P&L, net P&L, and account currency with the broker statement.
- Check how flat-position grouping treats multiple intraday trades in the same symbol.
- Export both trade-level and native execution-level data so reversibility is proven.
- Only then import the full history or enable sync from the next non-overlapping date.
Is There a Public TradesViz API?
A general customer or developer API is not established by the current public pages. In this review, we searched TradesViz's current pricing page, general FAQ, searchable product FAQ, importing guide, and broker directory. Those pages document manual files, strict Custom and Custom Alt templates, exports, auto-sync, and API-based broker login-and-sync. We did not find public developer documentation for a general customer API that exposes journal data to arbitrary integrations.
A broker API connection is not the same thing as a customer-facing product API. The first lets TradesViz receive data from a supported broker; the second would normally have published authentication, endpoints, scopes, rate limits, data schemas, versioning, and support terms for code you build. Absence from the pages we checked does not prove a private or supported-on-request interface does not exist. It means the earlier “open API on all tiers” claim cannot remain a buying premise without documentation.
| Capability | Current public evidence | Status for this review | What to ask support |
|---|---|---|---|
| Broker auto-sync | API-based login/sync is documented for selected brokers | Verified category | Exact broker, asset, history window, refresh cadence, and credential scope |
| Manual/custom import | Broker files plus strict Custom and Custom Alt templates | Verified category | Required columns, timezone, fees, grouping, and rejection behavior |
| Data export | Trade-level and native execution-level downloads are documented | Verified category | Whether notes, tags, screenshots, plans, and custom fields are included |
| General customer/developer API | No public developer reference found in the reviewed pages | Not verified | Docs URL, auth, endpoints, scopes, limits, versioning, export parity, and plan entitlement |
If programmatic access is decisive, get the current developer documentation and plan entitlement in writing before subscribing. CSV or native export supports portability, but it does not by itself provide an API.
5 Things TradesViz Gets Right
1. Analytics Depth With Traceable Drill-Down
TradesViz's official FAQ describes roughly 600 statistics and charts across the platform, while the current plan table separates the base-chart libraries by tier. That distinction matters: “600+” should not be read as 600 widgets on every plan. The more useful design claim is that chart points can route back to the matching trades, which makes a time, symbol, setup, risk, or exit pattern inspectable rather than decorative.
Do not judge depth by count alone. Load your own history, freeze account/date/asset filters, switch between gross and net P&L, and confirm that the same cohort follows you from summary to underlying executions.
2. Multiple Import Routes and Broad Published Coverage
The current broker directory says 250+ brokers and platforms with 70+ auto-sync connections. It separately advertises Plaid access to 3,000+ US brokers and banks. Those are different denominators: supported platforms, native or listed auto-sync connections, and Plaid institutions should not be added together or treated as identical integration depth.
The product FAQ says automatic sync normally runs once every 24 hours, usually beginning after 6 PM ET, with on-demand sync where available. It also warns that brokers limit history, so the recommended migration is a manual historical import followed by sync from the next date. Test that boundary to avoid gaps and duplicates.
3. Export and Import Management
TradesViz documents downloads for grouped trades and native executions, plus access to previous upload files. That is meaningful portability evidence. It still needs a practical exit test: download a real account and inspect whether the fields you care about—fees, tags, notes, plans, screenshots, stop context, and custom data—survive in a usable form.
4. AI Coach Is Now Broader Than Q&A
The previous review said TradesViz offered data queries but no behavioral coaching. That is obsolete. TradesViz's 2026 AI Coach page documents deterministic checks for patterns including revenge behavior and size changes after losses, with Pro receiving 16 core checks and Platinum two additional positive exit-quality checks. The pricing page also lists AI Query, Chat, Summary, Notes, Daily Insights, and Widgets.
These are vendor-documented implementation details, not independent proof that the coaching improves outcomes. Review the detector definition, active filters, sample size, comparison cohort, and cited trades. Optional generated language should summarize evidence rather than become the evidence.
5. Replay, Mobile V3, and Prop Compliance Closed Old Gaps
TradesViz now documents journal-linked Trade Replay that can step through a trade or one symbol's day second by second. Review-only mode preserves the original fills; replay-with-trading can test alternate entries or exits. Its output includes MFE, MAE, R-multiple, holding time, and exit comparisons. This is no longer a “no replay” product.
The August 2026 Mobile V3 release also moved imports, connection checks, day review, trade edits, AI Coach, and evidence drill-down into native Android and iOS apps. TradesViz is explicit that the website remains the fuller surface for the complete analytics library, custom dashboards, simulators/replay, advanced screeners, options flow, and research.
Prop Firm Compliance is another material 2026 change. The vendor says it covers 20 firms and 65 account profiles, including evaluation and funded phases, four drawdown methods, challenge simulation, and retroactive checks. Those counts and rule mappings are vendor claims; reconcile the exact firm, program, account size, phase, region, reset time, drawdown basis, and current contract before relying on any compliance alert.
4 Problems to Know Before Subscribing
1. Free Tier Is Stocks-Only for Imports
The free tier can be useful, but it does not answer a multi-asset trader's buying question. Options, futures, forex, crypto, and CFDs require a paid tier for import or sync. Treat the free account as a stock workflow test, not evidence that your non-stock history will behave the same after upgrade.
2. A General Customer API Is Not Verified
Do not buy for “open API” based on this page's legacy headline. Current public docs support broker-side API connections, imports, and exports; we did not find customer developer docs. If your workflow depends on scheduled reads, programmatic writes, webhooks, or custom dashboards outside TradesViz, documentation is a hard pre-purchase gate.
3. Imported Analytics Are Only as Complete as the Source
The product FAQ says TradesViz defaults to gross P&L and that some broker/import paths do not include commissions or fees. A beautiful expectancy curve can therefore be wrong for the question you intended to ask. Switch the active filter to net, reconcile the broker statement, and manually resolve missing costs before comparing strategies.
4. Breadth Creates Setup and Scope Risk
Hundreds of charts, custom dashboards, multiple accounts, replay, simulator tools, plans, tags, and AI surfaces create real power—and more ways to mix cohorts or misread defaults. A beginner does not need to configure everything. Start with one account, one net-P&L scope, one date window, and three questions you will act on.
What You Get at Each Tier (Feature Matrix)
This matrix records the clearest current plan boundaries. A check means the official pricing page places the capability in that plan family; it does not prove that every subfeature, market-data region, history depth, or usage limit is identical.
| Capability | Basic | Pro | Platinum | Decision note |
|---|---|---|---|---|
| Imported asset classes | Stocks | All listed types | All listed types | Test the exact broker, format, and instrument |
| Monthly import cap | 3,000 executions | Unlimited listed | Unlimited listed | Execution count is not grouped-trade count |
| Trading accounts | 1 | 10 | 20 | Count broker accounts and prop phases separately |
| Base chart library | 80+ | 100+ | 150+ | The broader platform claim is roughly 600 stats/charts |
| AI Coach | Not listed | 16 core checks | 18 checks including 2 positive exit checks | Inspect the cited cohort and detector logic |
| AI Query / Chat / Summary / Notes / Daily / Widgets | Not listed | Listed | Listed | Dashboard widget allowance differs by tier |
| Advanced simulator and research suite | Not listed | Limited relative to Platinum | Primary tier | Verify replay, market data, symbol, and timeframe |
| Native mobile app | Available | Available | Available | Entitlements follow the web subscription; advanced web surfaces remain broader |
Pro is the natural test tier when all-asset import, more accounts, and AI review are the required jobs. Platinum is the evaluation tier for the advanced simulator, 600-stat ecosystem, custom dashboards, options flow, and broader risk/research tools. Do not infer your tier from a marketing label—mark the five exact capabilities you need on the live matrix.
TradesViz vs TraderSync vs TradeZella vs TSB
The old four-way table mixed stale prices, incomparable broker counts, and unverified feature absences. Do not carry old competitor claims into the decision. Use the dedicated TraderSync review, TradeZella review, and Tradervue review for their current fact cycles; use the broader journal shortlist when the decision is not limited to these providers. Here, the honest comparison is TradesViz against Trader's Second Brain—our product—using capabilities we could verify now.
| Reader job | TradesViz | TSB Full Access | Honest decision boundary |
|---|---|---|---|
| Import coverage | Vendor lists 250+ brokers/platforms and 70+ auto-sync connections; separate Plaid expansion | Recognized import profiles plus supported sync routes | Provider counts and format-profile counts are not equivalent. Test the exact export. |
| Analytics and custom exploration | Roughly 600 stats/charts, broad drill-down, custom dashboards, simulator/research suite | Journal, dashboards, Leak Map, reports, setup review, backtester, and AI Coach | Choose the smallest system that answers your recurring review questions. |
| Replay | Second-by-second journal-linked replay and replay-with-trading documented | Reviews and backtests imported personal history; not manual candle-by-candle replay | TradesViz is the stronger fit when visual tape replay is non-negotiable. |
| Prop-rule workflow | Vendor says 20 firms, 65 profiles, four drawdown methods, simulation, and retroactive evaluation | Prop Firm Challenge Tracker and imported-history review against exact product recordsed programs | In either product, reconcile exact firm, program, size, phase, region, and current contract. |
| Mobile | Native Android and iOS daily-review loop; deepest surfaces remain on web | Responsive web | Choose TradesViz when native phone workflow is a hard requirement. |
| General customer API | Not verified in current public documentation | Not presented here as a public developer API | Require documentation before choosing either for programmatic integration. |
| Ownership route | Recurring Basic/Pro/Platinum model; standard Pro and Platinum rates shown above as of September 2026 | $299 lifetime Full Access or a separate monthly route | Different workflows make break-even arithmetic insufficient; evaluate fit and exit cost first. |
Where TradesViz is presently stronger: documented journal-linked tape replay, native mobile apps, a very large built-in analytics surface, and a broad published auto-sync directory. Where TSB can be the better fit: a focused evidence-review system, 330 recognized trade profiles, reviewed prop-rule replay, an optional Premium Notion workspace, and a lifetime Full Access route. We do not claim the different coverage counts measure the same thing, and we do not call TSB “better” without the reader's workflow.
Common Complaints About TradesViz (and the Workarounds)
We did not treat uncited complaint volume as evidence. These are concrete friction points visible in the official plan and support documentation, paired with a test rather than a guessed severity score.
| Friction point | Who should care | Pre-purchase test | Stop condition |
|---|---|---|---|
| Basic imports only stocks | Options, futures, forex, crypto, and CFD traders | Use the paid trial with a representative source file | Required asset or lifecycle does not reconcile |
| Sync is generally daily, not promised real time | Traders expecting immediate post-session review | Record actual sync time and manual-sync availability for a week | Review deadline arrives before reliable data |
| Broker history windows vary | Anyone migrating a long archive | Backfill manually, then start sync after the last imported execution | Unexplained gaps or duplicates remain |
| Gross P&L is the default | High-turnover and fee-sensitive strategies | Switch to net and reconcile fees against statements | Material costs cannot be represented |
| Mobile is not the complete website | Phone-only traders | Complete the actual weekly review on Mobile V3 | A required analysis repeatedly forces an unavailable desktop workflow |
| Customer API not publicly documented | Developers and quant workflows | Obtain current docs and run a reversible sandbox integration | No supported endpoint, scope, or versioning contract |
How We Evaluated TradesViz
Sources were rechecked September 22, 2026 against the official pricing matrix, general FAQ, searchable product FAQ, subscription FAQ, supported-broker directory, import guide, Mobile V3 announcement, AI Coach specification, Prop Firm Compliance announcement and Trade Replay page. Product counts, feature descriptions and prop coverage remain vendor claims unless the workflow can be reproduced with the reader's own source data.
We did not treat vendor superlatives, competitor tables, or promised performance improvement as verified comparative evidence. We also did not carry forward the old claim of hands-on free-tier testing because this cycle did not preserve a reproducible test log. “Legit” here means the product publishes coherent pricing, support, import/export, mobile, and feature documentation—not that it is regulated, suitable for every trader, or guaranteed to improve results.
Primary Sources Checked
- Pricing and feature matrix — plans, imports, account limits, chart libraries, AI tools, and trial
- General FAQ — assets, markets, apps, manual import, and platform-wide analytics count
- Product FAQ — sync cadence, custom templates, exports, gross/net P&L, fees, and history limits
- Subscription FAQ — free stock-sync boundary and trials
- Supported brokers/platforms — published platform, auto-sync, and Plaid denominators
- Mobile V3, AI Coach, Prop Firm Compliance, and Trade Replay
Who Should Use TradesViz (and Who Shouldn't)
Bottom Line: A Broad Data Journal, Not an API Promise
TradesViz now has a stronger, broader product story than the old review admitted. Its current official material documents a useful free stock tier, multi-asset paid imports, deep analytics, AI-assisted review, journal-linked replay, native mobile apps, export controls, simulator and research tools, and prop-firm compliance. The former “no AI coaching, no replay, no prop tracking” verdict is withdrawn.
The API boundary matters: we cannot recommend TradesViz specifically for a general open customer API on the current public evidence. Developers should require docs before purchase. Every trader should test the exact source, net costs, sync cadence, history continuity, and plan entitlement on their own evidence.
Decision in one minute:
- Stock trader wanting a free journal: test Basic and reconcile a small import.
- Multi-asset trader wanting analytics and AI review: trial Pro with the exact broker and account mix.
- Trader needing the advanced simulator/research stack: test Platinum's exact tools and data coverage.
- Developer needing programmatic access: stop until current customer API documentation is supplied.
- Trader wanting native mobile and tape replay: TradesViz has a documented advantage over TSB for those jobs.
- Trader wanting focused imported-history review, exact reviewed prop tracking, and a lifetime route: test TSB honestly alongside it.
Vendor features, prices, connection coverage, and prop rules can change. A journal organizes evidence; it does not guarantee trading performance.