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How to Delete a Trade

Overview​

Remove unwanted or incorrect trades from your log.

⚠️ Before Deleting​

Important Notes​

  • Permanent action: Cannot be undone
  • All data lost: Trade details, tags, notes
  • Analytics updated: Stats recalculated
  • Alternative: Edit instead if correctable

When to Delete​

🗑️ Duplicate trades
🗑️ Test trades
🗑️ Wrong account trades
🗑️ Incorrectly imported
🗑️ Cancelled orders (not executed)

Steps​

1. Find the Trade​

  1. Go to Trades page
  2. Locate trade to delete

2. Open Trade Options​

Option A: From trade details

  1. Click on trade
  2. Open trade details page
  3. Find "Delete" button

Option B: From trades list

  1. Hover over trade
  2. Click three dots (⋮) menu
  3. Select "Delete"

3. Confirm Deletion​

  1. Confirmation dialog appears
  2. Read the warning
  3. Type "DELETE" if required
  4. Click "Delete Trade" button

4. Trade Deleted​

  • Success message appears
  • Trade removed from list
  • Analytics recalculated
  • Cannot be recovered

Success!​

Trade is permanently deleted.

What Happens After Deletion​

Immediate Effects​

✅ Trade removed from logs
✅ P&L updated
✅ Win rate recalculated
✅ Trade count adjusted
✅ Dashboard metrics updated
✅ All reports reflect change

Unaffected Items​

❌ Other trades remain
❌ Account connection intact
❌ Settings unchanged
❌ Templates preserved

Bulk Delete​

Delete Multiple Trades​

  1. Select multiple trades (checkboxes)
  2. Click "Bulk Actions" > "Delete Selected"
  3. Confirm bulk deletion
  4. All selected trades deleted

Use Cases​

  • Remove test imports
  • Clean up duplicates
  • Delete date range
  • Remove specific symbols

Preventing Unwanted Deletion​

Safety Features​

🛡️ Confirmation required
🛡️ Type "DELETE" for bulk
🛡️ Undo window (30 seconds in some plans)
🛡️ Backup before major deletions

Best Practices​

✅ Double-check before confirming
✅ Export data before bulk delete
✅ Review trade details first
✅ Consider editing instead
✅ Use filters to isolate trades

Alternative to Deletion​

Edit Instead​

If trade has errors:

  • Fix prices, dates, quantities
  • Update fees and taxes
  • Correct symbol name See Edit Trade

Archive Account​

If want to hide old trades:

  • Archive entire account
  • Trades hidden but not deleted
  • Can restore later

Recovering Deleted Trades​

Not Possible (Usually)​

  • ❌ No trash or recycle bin
  • ❌ Permanent deletion
  • ❌ Cannot restore

Exception​

  • Some Pro plans: 30-day recovery
  • Contact support immediately
  • Provide trade details

Deleting Synced Trades​

Auto-Synced Trades​

⚠️ Warning: May re-import on next sync

  • Delete may be temporary
  • Trade exists in broker
  • Will reimport on sync

Solution:

  1. Disconnect broker, then delete
  2. Or mark as excluded
  3. Or delete from broker first

Quick Tips​

  • Export before deleting many trades
  • Use filters to find duplicates
  • Delete test trades regularly
  • Cannot undo - be certain
  • Edit > Delete if correctable

Common Deletion Scenarios​

Duplicate After Import​

  1. Find duplicate trade
  2. Compare details
  3. Delete the incorrect one
  4. Keep accurate version

Test Trades​

  1. Filter by test tag
  2. Select all test trades
  3. Bulk delete
  4. Confirm

Wrong Account​

  1. Identify misplaced trades
  2. Note details if needed
  3. Delete from wrong account
  4. Add to correct account

Next Steps​

Troubleshooting​

Delete button missing? Check permissions
Can't delete? May be locked trade
Trade reappeared? Check auto-sync
Accidentally deleted? Contact support immediately
Need help? Contact support@tradelyser.com

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