How can I merge trades?

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Did your broker split one position into several trades? Merge them back into a single trade so your stats count them as one.

  1. Open the Trades page and tick the box next to each trade you want to merge. Select two or more trades.
  2. In the toolbar above the list, click the Merge trades icon. Hover it to see the tooltip, for example “Merge 2 CRWD trades”.
  3. A window asks you to confirm. It explains that the selected trades will be combined into a single trade, that this action cannot be undone, and which trade will be kept: the merged trade keeps that trade’s link, notes and tags.
  4. Click Merge to combine the trades, or Cancel to leave them as they are.

Select two or more trades with the same symbol: if the icon is greyed out, its tooltip reads “Select 2+ trades with the same symbol to merge”. Trades from different accounts cannot be merged. Merging cannot be undone, so check your selection before you confirm.

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