Editing Trades

You can edit any trade after it's been logged to correct errors, add notes, update screenshots, or refine your analysis.

Accessing the Edit Page

There are two ways to edit a trade:

From Trade History

1. Go to Trades in the sidebar
2. Click on the trade you want to edit
3. On the Trade Detail page, click Edit

From Trade Detail

1. View any trade's detail page
2. Click the Edit button in the header

The Edit Page

The edit page uses the same tabbed layout as the trade detail page, making it easy to find and update specific information.

Basic Info Tab

Edit fundamental trade data:

• Symbol - The instrument traded
• Direction - Long or Short
• Trade Date - When the trade occurred
• Asset Type - Futures, Stocks, Forex, etc.

Entry & Exit Tab

Modify execution details:

Simple Mode:

• Entry price and time
• Exit price and time
• Quantity
• Stop loss and take profit levels

Advanced Mode:

• Multiple entry executions (scaling in)
• Multiple exit executions (scaling out)
• Individual prices and times for each execution

Toggle between Simple and Advanced mode using the switch at the top of the tab.

Performance Tab

Update financial metrics:

• Gross P&L - Profit/loss before fees
• Fees - Commissions and other costs
• Net P&L - Final profit/loss (auto-calculated if enabled)
• Multiplier - Contract multiplier for futures
• Total Points - Price movement
• Expected R:R - Planned risk:reward ratio
• Realized R:R - Actual risk:reward achieved

Strategy Tab

Update strategy information:

• Strategy - Which strategy you used
• Setup - The specific entry setup
• Trade Quality Grade - Rate the trade execution (A+ to F)

Protocol Tab

Complete or update your trade protocols. Protocol enforcement applies on edit too — required items must be completed before saving. The tab shows a warning badge if required items are missing.

Context Tab

Modify trade context:

• Market Condition - Trending, Ranging, Choppy, etc.
• Trading Session - Pre-market, Regular, After-hours
• Emotional State - Your mental state during the trade
• Exit Type - Select from: Take Profit, Stop Loss, Trailing Stop, Partial / Scale Out, Breakeven, Time-Based, or Manual

Notes Tab

Edit your trade documentation:

• Trade Notes - Your analysis and observations
• Lessons Learned - Key takeaways from the trade

The text editor supports basic formatting. If AI text generation is enabled in your settings, you can use AI to help improve your notes.

Tags Tab

Add or remove tags:

• Click tags to add them to the trade
• Click again to remove
• Create new tags on the fly

Screenshots Tab

Manage trade screenshots:

• Add new screenshots - Upload additional chart images
• Edit labels - Update screenshot descriptions
• Reorder - Drag to change the display order
• Delete - Remove screenshots you no longer need

Move Account Tab

The Move Account tab lets you transfer a trade from its current account to a different one. See Moving a Trade to a Different Account below for full details.

Saving Changes

Click Save Changes at the bottom of the page to save all your edits.

• Changes are saved immediately
• You're redirected back to the Trade Detail page
• A confirmation message appears

Canceling Edits

To discard changes:

• Click the back arrow in the header
• Or navigate away using the sidebar
• Unsaved changes will be lost

Deleting a Trade

To delete a trade entirely:

1. Go to the Trade Detail page
2. Click Delete in the header
3. Confirm the deletion

Common Edits

Fixing P&L

If your P&L is wrong:

1. Check entry and exit prices are correct
2. Verify quantity and multiplier
3. Check if fees were included
4. Manually enter the correct Net P&L if needed

Adding Missed Information

After reviewing a trade, you might want to add:

• Strategy and setup (if entered manually)
• Notes about what you observed
• Screenshots of the chart
• Tags for future filtering

Correcting Import Errors

If CSV import got something wrong:

• Edit the incorrect fields directly
• Check direction (Long vs Short)
• Verify the symbol is correct
• Adjust times if timezone was wrong

Moving a Trade to a Different Account

The Move Account tab on the edit page lets you transfer a trade from its current account to any of your other accounts. This is useful when a trade was imported or entered on the wrong account.

Layout

The tab uses a two-column layout:

• Left column - Shows the current account at the top, then the list of available destination accounts below it
• Right column - Shows options (copy cleanup, copy group behavior) and the Move button

How to Move a Trade

1. Open the trade's edit page
2. Click the Move Account tab
3. The current account is shown at the top of the left column for reference
4. Click any account in the list below to select it as the destination — the selected row gets a background tint and a checkmark
5. Review any additional options that appear in the right column (see below)
6. Click Move to [account name] in the right column

The Move button is visible but disabled until you select a destination account. A hint below the button reads "Select an account on the left to move this trade" and disappears once a selection is made. After the move completes, you are redirected to the trade's detail page under the new account.

Account List Grouping

If you have copy trading groups set up, accounts in the left column are organized under group section headers (for example, "TopStep Accounts" or "ApexPAs"). Accounts that do not belong to any group are shown under an "Other Accounts" header. If you have no copy groups at all, accounts are listed flat with no section headers.

What Happens When You Move a Trade

• Account assignment - The trade is reassigned to the destination account
• R:R recalculation - Expected and Realized R:R are recalculated using the new account's breakeven offsets
• Balance update - Account balance is recalculated on both the old account and the new account
• Screenshots moved - Any screenshots attached to the trade are moved automatically to the correct storage location

Trades With Existing Copies

If the trade you are moving is linked to copies on other accounts (from copy trading), a warning appears in the right column showing how many copies exist, and a pair of options asks what to do with them:

• Keep copies - The copies remain on their accounts as standalone trades. Shared data (protocol responses, replay sessions, reflections, drawings, saved chart layouts) is automatically migrated to the first surviving copy so nothing is lost. Screenshots are duplicated at this point — each side gets its own independent copy of the screenshot files.
• Delete copies - All copies on other accounts are deleted. Only the moved trade remains.

Copy Group Behavior on the Destination Account

If the destination account belongs to a copy trading group, an additional section appears in the right column explaining how the move interacts with that group. The behavior depends on the group's copy mode:

Copy Mode	Target is Master?	What Happens
Master Account	Yes	The trade is automatically copied to all other accounts in the group after the move. No option to skip.
Master Account	No	The trade is only moved to the selected account. No copies are made.
Any to All	N/A	Radio options appear: Copy to all (copies the trade to every other account in the group) or Skip copying (moves only to the selected account).
Manual Selection	N/A	A list of group accounts appears, each with a checkbox. Select which accounts should receive a copy. All are checked by default.

Tips

• Review daily - Edit trades while they're fresh in your memory
• Add notes immediately - Your observations are most valuable right after the trade
• Use grades consistently - Rate execution quality to track improvement
• Screenshot first - Capture charts before editing other fields