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How to Bulk Rate Multiple Trades in TradeLyser

Star ratings in TradeLyser measure how well you executed your plan, not whether the trade made money. A +₹5,000 trade can deserve 2 stars if you chased entry; a small loss can earn 5 stars if you followed every rule. Bulk rating lets you assign the same score to a batch of trades that share execution quality—saving time during weekly reviews while keeping your execution journal honest.

Use bulk rate together with Bulk Tag (setup type) and individual Add Notes (context). This guide covers selection, applying bulk ratings, when bulk rating is appropriate, and troubleshooting save issues.

Star rating scale (execution-focused)​

StarsMeaning (examples)
5Perfect adherence—entry, stop, size, exit per plan
4Minor deviation that did not break core rules
3Mixed—some rules followed, some discretionary drift
2Clear rule break or emotional override
1FOMO, revenge, no plan, or oversized risk

Bulk rating assigns one of these levels to every selected trade. Do not bulk-rate a heterogeneous bag of executions at one star level—split selections instead.

When bulk rating helps​

✅ Tagging session where every trade followed the same A+ process
✅ Marking all obvious FOMO trades from one news spike
✅ Paper-trading week where execution was intentionally uniform
✅ Coach homework: rate all “rule break” filtered trades at 2 stars

❌ Avoid bulk rate when quality varies—rate individually via Rate Trades.

Step 1: Filter and select trades​

  1. Open Trades Log (view trades log).
  2. Filter by date, tag, symbol, or P&L as needed.
  3. Select checkboxes for trades with similar execution quality.
  4. Confirm selection count in the toolbar.

Overview of selection tools: Bulk Operations.

Step 2: Open Bulk Rate​

  1. Click Bulk Actions with rows selected.
  2. Choose Rate Trades or Bulk Rate.
  3. Star picker appears (1–5).

Step 3: Choose rating and apply​

  1. Tap the star level representing the batch (not average of individuals).
  2. Optional: add a short note if the dialog allows (“Budget day—size discipline good”).
  3. Click Apply.
  4. Success toast shows number of trades updated.
  5. Spot-check rows for filled stars in the list column.

Step 4: Refine individual outliers​

Bulk rate is a baseline:

  1. Sort by P&L or open each borderline trade.
  2. Adjust single-trade rating in detail view.
  3. Add notes on exceptions—future you will trust the data.

Weekly review workflow (example)​

Monday (10 min)

  1. Filter Last week.
  2. Sub-filter tag planned-setup → bulk rate 4–5 if deserved.
  3. Sub-filter tag impulse → bulk rate 1–2.
  4. Untagged trades → tag first, then rate.

Monthly

  • Compare average stars vs win rate in reports.
  • Rising stars with flat P&L = better process; falling stars with green P&L = luck masking bad habits.

Coaching and team use of bulk rate​

Trading mentors often ask mentees to rate every trade before the weekly call. Bulk rate accelerates homework when a mentee had a rules-following day but mixed symbols:

  1. Mentee filters date = Friday + tag A-setup.
  2. Bulk rate 5 for the batch.
  3. Mentor reviews distribution in view mentee activity or exported CSV.
  4. Outliers are discussed individually—not averaged away.

If you grant mentee write access, remind them bulk rate affects your journal—use permission tiers carefully.

Building a rating habit ladder​

WeekGoal
1Rate top 5 wins and top 5 losses only (single trade)
2Bulk rate obvious 1-star impulse days
3Bulk rate 4–5 star disciplined days
4100% trades rated before month-end report

TradeLyser reports become trustworthy only when coverage is high. Unrated trades skew averages silently.

Sample star definitions (customize in your notebook)​

Document personal anchors in Notebook and link mentally to stars:

  • 5 — Entry within planned zone, stop untouched, size per rule, exit per plan.
  • 3 — Took trade from watchlist but scaled in late or moved stop once.
  • 1 — No written plan; entered because of Telegram alert or boredom.

Bulk rate applies the label you already defined—do not re-decide per trade during bulk apply.

Bulk rate vs P&L​

Trade resultSuggested rating approach
Big win, broke rulesLow stars individually—not 5 in bulk
Small loss, perfect executionHigh stars
Breakeven scratchRate process, not outcome

Reports that mix rating and P&L help coaches; self-deception breaks the tool.

Mobile bulk rate​

On phone, swipe quick-rate works for singles; for batches use desktop bulk or repeated small selections. See Mobile Trades.

Data and analytics impact​

  • Ratings feed execution discipline views and some AI features (plan dependent).
  • They do not change calculated P&L.
  • Changing calculation method does not alter stars.

If dashboard metrics look wrong after rating, check Incorrect P&L separately.

Troubleshooting​

Rating not saving​

  • Check network connection.
  • Re-login if session expired (Manage Sessions).
  • Retry smaller batch (50 trades).

Stars show on list but not in export​

  • Export column mapping—regenerate export; contact support if column missing.

Accidental 1-star on 100 trades​

  • Filter those trades → bulk rate to correct value OR edit individually.
  • Export CSV backup before large bulk operations in future.

Cannot rate broker-locked trades​

  • Some imported rows restrict metadata—rate manually or note in journal.

Bulk rate button missing​

  • Confirm rows selected and plan includes journaling features.

Frequently asked questions​

Can I bulk rate different stars per trade?​

No—one rating per bulk apply. Run multiple filtered bulk passes instead.

Does bulk rate overwrite previous stars?​

Yes—new bulk rating replaces prior star value for selected trades.

Can I bulk rate without tags?​

Yes—tags optional but recommended for reporting slices.

Do mentees see my ratings?​

Only on shared/mentee views per permission settings.

Are ratings used for tax?​

No—organizational only; use broker statements for tax.

Export includes ratings?​

Most CSV exports include rating column when enabled—export filtered.

Rating vs discipline diary?​

Diary logs rule violations; stars summarize execution quality per trade.

Can I clear ratings in bulk?​

Re-apply with “clear” if offered, or support-assisted reset—export first.

Should I bulk rate before or after tagging?​

Tag first so filtered bulk rate batches align with setup type—especially when one week mixes multiple strategies.

Do ratings appear in mentee exports?​

If mentee can export your journal, ratings travel with rows—coordinate privacy expectations.

Bulk rating after weekly review (Indian session rhythm)​

Bulk star ratings work when every selected trade shares the same execution quality—for example, all five trades followed your written plan on a green Tuesday, or all three were impulsive revenge entries after a 2:30 PM stop hunt. Filter last 5 trading days, tag first with bulk tag, then bulk rate the planned-entry bucket five stars and the impulse bucket two stars in separate passes.

Do not bulk-rate an entire expiry week five stars because P&L was positive; outcome and process diverge often in Bank Nifty books. After rating, spot-check outliers in view trades log and add add notes on the worst trade of the week. Ratings feed discipline conversations alongside track discipline score but do not replace rule logging in log violations. Export rated rows monthly with export filtered if your mentor wants evidence outside TradeLyser.

If you use both stars and log violations, align language: a 2-star bulk batch should correspond to trades you are willing to describe as rule breaks in the diary, not merely “small loss.” Consistency makes monthly mentor calls faster and avoids arguing with your own data.

Build a personal scale and keep it in notebook: five stars = plan + size + exit matched; three stars = plan ok, execution average; one star = impulse or rule break. Bulk rate only when the batch matches one row on that scale—mixed sessions deserve individual rate trades after coffee, not one click at 4:05 PM. Revisit ratings after incorrect P&L fixes so stars are not attached to trades whose P&L changed materially. Your future self—and any mentor—will trust the star column only if it changes when execution quality changes, not when fees are corrected.

Quick reference​

Honest bulk rate: Same execution quality only → Bulk Actions → Rate → Apply → Fix outliers

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