Choose how TraderSync groups your executions into trades, for example whether a re-entry shortly after closing is part of the same trade or a new one.
- Click the Settings gear at the bottom left of the side navigation.
- Under Data & Trades, click Trades.
- At the top of the page, find Trade Grouping and click the mode you want:
- Normal: groups by time. A trade stays open if you re-enter within 1 hour of going flat. A flip in direction always starts a new trade.
- Split When Possible: splits on a flip. A separate trade is created whenever your position reverses.
- In the Change trade grouping window, choose how to apply it:
- Only new trades: your existing trades keep their current grouping, and trades you import from now on use the new one.
- New and existing trades: your existing trades are regrouped now. This rebuilds them, and you lose the notes, setups, mistakes, targets, stops, custom chart drawings and pictures attached to them. To go ahead, type I understand to confirm.
- Click Apply, or Cancel to leave the grouping as it is.
Trade grouping applies to stocks, options, futures and spot crypto. Forex, CFD and leveraged crypto trades always follow your broker’s own positions. Regrouping your whole account can take a few minutes, and the new grouping applies only when it finishes.
Want the why, with a worked example? See Why did my two trades become one? Normal and Split When Possible explained.
