Editing & Deleting Trades

Made a mistake? Need to update a trade? Here's how to modify your trade records.

Finding a Trade to Edit

From Trades List

1. Go to Dashboard > Trades
2. Find the trade you want to edit
3. Click on the trade row
4. Trade details open

Using Search

1. Press / or Ctrl+K
2. Type symbol or keyword
3. Select the trade from results

From Calendar

1. Go to Dashboard > Calendar
2. Click on a trading day
3. Select the trade from the list

Editing a Trade

Opening Edit Mode

1. Open the trade details
2. Click Edit button
3. Form becomes editable

What You Can Edit

Making Changes

1. Click on the field to change
2. Enter new value
3. P/L recalculates automatically
4. Click Save Changes

Common Edits

Correcting Entry Price

If your fill was different:

1. Click on Entry Price
2. Enter correct price
3. P/L updates automatically
4. Save

Adding Exit Details

When you close a trade:

1. Open the trade in edit mode
2. Fill in Exit Date/Time
3. Enter Exit Price
4. Trade moves from Open to Closed
5. Save

Changing Strategy

Reassign to different strategy:

1. Click Strategy dropdown
2. Select new strategy
3. Analytics update for both strategies
4. Save

Updating Notes

Add insights after the trade:

1. Scroll to Notes section
2. Add new notes
3. Notes are saved with timestamp
4. Save

Bulk Editing

Select Multiple Trades

For editing several trades at once:

1. In Trades list, click checkboxes
2. Select trades to modify
3. Click Bulk Actions
4. Choose action

Bulk Actions Available

Deleting Trades

Delete Single Trade

1. Open trade details
2. Click Delete (or trash icon)
3. Confirm deletion
4. Trade is removed

Bulk Delete

1. Select multiple trades
2. Click Bulk Actions
3. Choose Delete
4. Confirm deletion

What Gets Deleted

When you delete a trade:

• Trade record removed
• Removed from analytics
• Removed from calendar
• Attachments deleted
• Cannot be undone

Undo and Recovery

Immediate Undo

Right after deletion:

• Undo notification appears
• Click Undo within 10 seconds
• Trade is restored

No Long-Term Recovery

After the undo window:

• Trade is permanently deleted
• No recovery available
• Consider exporting before deleting

Edit History

Track Changes

TradeLogist tracks edits:

• When edited
• What was changed
• Original values

Viewing History

1. Open trade details
2. Click History tab
3. See all modifications

Best Practices

Before Editing

• Ensure you have the correct trade
• Know the correct values
• Consider if you need notes instead

When to Edit vs. Delete

Edit when:

• Correcting typos
• Adding missing information
• Fixing incorrect values
• Updating strategy

Delete when:

• Trade was entered by mistake
• Duplicate entry
• Test trade you don't need

Maintain Accuracy

• Edit immediately when you notice errors
• Keep original trades when possible
• Document major changes in notes

Impact on Analytics

When You Edit

Analytics update automatically:

• P/L recalculated
• Win rate adjusted
• Strategy stats updated
• Calendar reflects changes

When You Delete

• Trade removed from all calculations
• Metrics update to exclude trade
• Historical performance changes

Troubleshooting

Can't Edit Trade

• Check you're logged in
• Refresh the page
• Check for system messages

Edit Not Saving

• Check required fields
• Verify valid values
• Check internet connection

Accidentally Deleted

• Look for Undo notification
• If missed, trade cannot be recovered
• Consider restoring from export

Next Steps

• Trade Details - Adding more information
• Manual Entry - Entering new trades
• Data Export - Backup your data