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
• Confirmations - Which confirmations were present
• Trade Quality Grade - Rate the trade execution (A+ to F)

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 - How the trade was closed

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

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

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