New manual split and bulk merge

During the import process, Tradervue groups individual executions into trades. If you want to make changes to how these executions are grouped, we’ve had the ability to split and merge trades.

However, there have been limitations. Specifically:

  • Trades could only be split at points where you were flat (with the exception of option trades, which had a split options feature)
  • Only trades adjacent to each other in a timeline could be merged

To see where this could cause problems, imagine the following scenario. You have a single trading account, and you buy 100 shares of stock, as a longer-term position. Then a few days later, you buy and sell a new position in this same stock, as an intraday trade. So we have:

11/22/2016 – buy 100 SPY

12/14/2016 – buy 200 SPY

12/14/2016 – sell 200 SPY

Up to now, if these were done in the same trading account, there was no easy way to split out the intraday trade (the buys and sells on 12/14) into its own trade, because you weren’t flat immediately before or after the intraday trade.

Similarly, for merging trades, if you had three closed trades in SPY (each with their own executions), one each opened on the following dates:

7/19/2016

7/20/2016

7/21/2016

There wasn’t an easy way to merge together the trades on 7/19 and 7/21, without also merging the trade on 7/20.

Today, we are making two changes to give you the flexibility to split and merge trades how you wish.

Manually split trades

You can now select any executions you want from a trade, and as long as together they form a closed trade of their own, you can split them out into their own trade. So in our example above, you could split out the intraday buy and sell on 12/14 into their own trade.

To do this, go to the detail view for the trade, click Advanced:

Then click Manual split:

You can then choose the executions to split out into their own trade.

Merge trades from the bulk editor

You can now select multiple trades with the same symbol using the bulk editor, and merge them together:

This helps in two ways. First, if you have a number of trades you wish to merge together, you can now do this in a single operation, rather than having to merge them one at a time from the trade detail view. And second, you can now merge trades that are not consecutive in the timeline of trades in that symbol. In our example above:

7/19/2016

7/20/2016

7/21/2016

You could now merge the trades on 7/19 and 7/21 together, and leave the trade on 7/20 standing alone.

These new features are available today for all users!

Bulk editing trades

Tradervue will now allow you to edit multiple trades at a time. When you’re in the Trades View, you’ll see an edit icon at the top left of the trades header:

If you click that button, you’ll see the bulk editor. There are checkboxes to select which trades you want (and that selection can be expanded to the entire set of filtered trades):

After you’ve selected the trades you want, you can do any of the following actions:

  • add a tag
  • delete a tag
  • set initial risk
  • share trades
  • unshare trades
  • merge trades
  • delete trades

This has been one of the most-requested features from Tradervue users; for example, quite a few folks wanted to more easily apply tags to a set of trades. This makes it easy!

Update 10/6/2015: added ability to set initial risk for trades using the bulk editor.
Update 1/9/2017: added ability to merge trades using the bulk editor.