How to Use Bulk Operations on Trades
Overview
Perform actions on multiple trades simultaneously to save time.
Steps
1. Go to Trades Page
Navigate to Trades log
2. Select Multiple Trades
Use checkboxes to select trades
3. Click Bulk Actions
Button appears after selection: "Bulk Actions" dropdown
4. Choose Action
- Add tags
- Rate trades
- Add notes
- Delete
- Export
- Archive
5. Apply Action
Complete action for all selected
Success!
Bulk operation completed!
Available Bulk Actions
🏷️ Bulk Tag: Add tags to all
⭐ Bulk Rate: Rate multiple trades
📝 Bulk Notes: Add common note
🗑️ Bulk Delete: Remove multiple
📥 Bulk Export: Download selected
Quick Tips
- Select all on page option
- Filter first, then bulk
- Review before confirming
- Cannot undo delete
Next Steps
Troubleshooting
Bulk button not showing? Select trades first
Action failed? Check permissions
Need help? Contact support@tradelyser.com