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How to Configure Trade Settings

Overview​

Set default trade preferences and behavior for streamlined trade management.

Steps​

1. Navigate to Trade Settings​

Go to Settings > Trade Settings

Screenshot: Trade settings menu

2. Set Default Calculation Method​

Choose default for new accounts:

  • FIFO (First In First Out) - Recommended
  • LIFO (Last In First Out)
  • Weighted Average

Screenshot: Calculation method

3. Configure Auto-Tag Rules​

Auto-tag when:

  • Profit > 5%: Tag as "BigWin"
  • Loss > 3%: Tag as "BigLoss"
  • Same-day trade: Tag as "Intraday"
  • Multi-day: Tag as "Swing"

Screenshot: Auto-tag rules

4. Set Default Time Zone​

  • Select IST (Indian Standard Time)
  • All timestamps shown in IST
  • Matches Indian markets

5. Configure Trade Display​

Default sorting:

  • By date (newest first)
  • By P&L
  • By symbol

Default view:

  • List view
  • Card view
  • Compact view

Screenshot: Display settings

6. Save Settings​

Click "Save Trade Settings"

Screenshot: Save button

Success!​

Trade settings configured to your preferences.

Trade Entry Defaults​

New Trade Defaults​

When manually entering:

  • Default quantity
  • Default fees
  • Default tags
  • Default notes template

Saves time on repeated entries.

Import Settings​

CSV Import Behavior​

Auto-detect:

  • Broker format
  • Date format
  • Decimal separator

Duplicate handling:

  • Skip duplicates
  • Merge similar
  • Alert user

Screenshot: Import settings

Display Preferences​

Trade List Display​

Show columns:

  • Select visible columns
  • Reorder columns
  • Hide unnecessary
  • Custom layout

Rows per page:

  • 20, 50, or 100 trades
  • Balance speed vs overview

Screenshot: Display preferences

Sync Settings​

Auto-Sync Behavior​

Frequency:

  • Every 30 minutes
  • Every hour
  • Every 4 hours
  • Manual only

Scope:

  • Today only
  • Last 7 days
  • Last 30 days
  • Custom range

Default Filters​

Starting Filters​

When opening Trades page:

  • Default date range
  • Default account
  • Default sort
  • Default view

Screenshot: Default filters

Trade Notifications​

Get Notified​

Enable alerts for:

  • New trade synced
  • Import completed
  • Large P&L trade
  • Daily summary

P&L Calculation​

Settings​

Include in P&L:

  • Brokerage fees
  • Taxes (STT, GST)
  • Transaction charges
  • All costs

Display:

  • Gross and Net separately
  • Or Net P&L only

Screenshot: P&L settings

Symbol Settings​

Symbol Display​

Show:

  • Full name or code
  • Exchange suffix
  • Instrument type
  • Expiry date (F&O)

Rounding Settings​

Decimal Places​

Prices: 2 decimals
Percentages: 2 decimals
Rupees: 2 decimals

Customize if needed.

Export Settings​

Default Export Format​

When exporting trades:

  • Preferred format (CSV, Excel, PDF)
  • Include options
  • Column selection
  • Date format

Screenshot: Export settings

Performance Optimizations​

Speed Settings​

Enable:

  • Cache frequently used data
  • Lazy load large lists
  • Compress images
  • Minimize animations

Balance: Speed vs features

Reset to Defaults​

Start Over​

If settings messed up:

  1. Click "Reset to Defaults"
  2. Confirm action
  3. All settings reset
  4. Reconfigure

Per-Account Settings​

Account-Specific​

Some settings per account:

  • Calculation method
  • Default fees
  • Auto-sync frequency
  • Tag rules

Screenshot: Account settings

Quick Tips​

  • Set once, use everywhere
  • Customize to your workflow
  • Test after changes
  • Reset if confused
  • Per-account overrides available

Advanced Settings (Pro)​

Additional Options​

  • Custom fields
  • API integrations
  • Webhook notifications
  • Advanced filters
  • Custom calculations

Next Steps​

Troubleshooting​

Settings not saving? Check internet connection
Wrong behavior? Review settings applied
Need defaults? Click Reset
Conflicts? Account settings override global
Need help? Contact support@tradelyser.com