![]() Once filled in all the fields, click "Save changes" and the trade will be added. Click that button to open an add trade popup with the same fields as mentioned in the previous method. On the home page ( /home), click on any of the tables under the "Tables" tab on the sidebar.Īfter clicking on a table view, on the top right corner, you will see an "Add trade" button. It's better to choose this method if you are actively interacting with charts and tables in the dashboard as you don't need to navigate away from the main page. Check out our detailed post about it here. Update (13th Nov 2020): You can now add complex option spreads easily with our modified add trade form. This form will automatically refresh so you can keep entering more trades if you wish. This should open up an "Add Trade" tab with all necessary fields for entering a basic trade.įill all the trades into and optionally add comments in full rich text and tags and save changes to add your trade. Upon visiting /import/, on the left side, click on "Trade entry". ![]() This is the easiest and fastest way and easiest way as it does not require you to navigate to your dashboard. There are 2 places from which you can manually add trades. This is a very easy way to quickly add trades if you haven't made them or are planning to make these trades. Auto import trades by uploading account/trading summaries from your brokerage account.TradesViz currently supports 2 methods of importing trades into your TradesViz accounts. ![]()
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