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How can I separate executions from a trade?

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  1. Click on the trade you want to separate the executions from, to open its Trade Detail page.
  2. In the executions table, select the checkboxes for the executions you want to separate.
  3. Click the action menu (⋮) and select “Split Trade.”
  4. A confirmation dialog will appear: “Are you sure you want to split the selected execution into a new trade?” It explains that both trades will be recalculated and will remain open until you merge or edit them, and that realized P&L will change. Check “I understand both trades will stay open,” then click “Split anyway” to confirm.
  5. Result: the selected execution(s) move into a brand-new, separate trade. Both the original and the new trade become open positions (their prior realized P&L resets), since each now only has one side of the original entry/exit pair. You’ll need to add matching executions, merge, or edit either trade to close them again.

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