Take Control with TraderSync’s Bulk Actions

Save time and streamline your trade management with Bulk Actions. Quickly perform the following tasks on multiple trades at once:

Tagging for Analysis

• Assign Mistakes, Setups, Custom Tags: Categorize multiple trades in one step. Select the desired trades, then choose “Assign Setups / Mistakes / Custom Tags” from the Bulk Actions dropdown.
• Remove Mistakes, Setups, Custom Tags: Bulk remove tags to refine your analysis. Use the same process as above, but select “Remove…” instead.

Merging Trades

Combine related trades for a clearer view:

• Method 1: Trade-to-Trade: Select two trades of the same symbol, then choose “Merge Trades” from the Bulk Actions dropdown.
• Method 2: Executions-to-Trade:
  1. Go to the “Trades” page and expand the relevant trades.
  2. Select the executions to merge and the destination trade.
  3. Choose “Merge Trades” as before.

Other Actions

• Change Spread (Options): Select a trade, then “Change Spread” from Bulk Actions. Ideal for adjusting option trade details.
• Change Privacy: Select trades, then “Change Privacy” to toggle between “Public” and “Private”.
• Delete Trades: Select and use the “Delete Trades” option for permanent removal.
• Assign Portfolio: Select trades, then “Assign Portfolio” to re-categorize them.

Exporting Data

• Export Executions: Get execution-level data for trades matching your filters.
• Export Trades: Export summary-level trade data for trades matching your filters.

How to Use Bulk Actions

1. Select the desired trades using checkboxes.
2. Choose the action from the “Bulk Actions” dropdown menu.
3. If needed, select specific options (like tags or privacy settings).
4. Click “Submit.”

Tips

• Use filtering to precisely target the trades you want to modify.
• Bulk Actions can save significant time when managing a large number of trades.