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How to Edit an Existing Trade

Overview​

Modify trade details, correct errors, or add missing information.

When to Edit​

Common Reasons​

✏️ Fix incorrect prices
✏️ Update fees/taxes
✏️ Correct entry/exit times
✏️ Add missing tags
✏️ Update notes
✏️ Fix quantity errors

Steps​

1. Find the Trade​

  1. Go to Trades page
  2. Locate trade to edit (use search/filters if needed)

Screenshot: Trades list

2. Open Trade Details​

  1. Click on the trade row
  2. Trade details page opens

Screenshot: Trade details

3. Click Edit​

  1. Find "Edit" or "Edit Trade" button
  2. Usually in top-right corner
  3. Click to enter edit mode

Screenshot: Edit button

4. Modify Details​

Edit any of these fields:

  • ✏️ Symbol
  • ✏️ Entry/Exit dates and times
  • ✏️ Entry/Exit prices
  • ✏️ Quantity
  • ✏️ Direction (BUY/SELL)
  • ✏️ Fees and taxes
  • ✏️ Tags
  • ✏️ Rating
  • ✏️ Notes

Screenshot: Edit form

5. Save Changes​

  1. Review all modifications
  2. Click "Save Changes" button
  3. Confirm if prompted

Screenshot: Save changes

6. Changes Applied​

  • Success message appears
  • Trade updated in database
  • P&L recalculated automatically
  • Analytics updated

Screenshot: Changes saved

Success!​

Trade details updated successfully.

What Gets Recalculated​

Automatic Updates​

✅ P&L (Gross and Net)
✅ ROI %
✅ Win/Loss status
✅ Trade duration
✅ All statistics
✅ Dashboard metrics

Impact on Reports​

  • All reports reflect updated data
  • Historical charts updated
  • Win rate recalculated
  • Performance metrics adjusted

Editing Multiple Trades​

Bulk Edit​

For editing multiple trades:

  1. Select trades with checkboxes
  2. Use "Bulk Edit" option
  3. Apply changes to all selected
  4. See Bulk Operations

Edit Restrictions​

Cannot Edit (Usually)​

❌ Trade ID
❌ Import source
❌ Created timestamp
❌ Order ID (from broker)

Can Edit Everything Else​

✅ All trade parameters
✅ Costs and fees
✅ Metadata (tags, notes)
✅ Rating and review

Version History​

Some plans include:

  • Edit history tracking
  • View previous values
  • Revert changes
  • Audit trail

Screenshot: Edit history

Quick Tips​

  • Edit immediately after importing if errors
  • Double-check prices before saving
  • Update fees for accurate P&L
  • Add tags and notes while editing
  • Use bulk edit for similar corrections

Synced Trades​

Auto-Synced Trades​

⚠️ Caution: Edits may be overwritten on next sync

  • Disconnect broker before editing
  • Or use tags/notes only
  • Major edits: disable auto-sync

Manually Entered Trades​

  • ✅ Safe to edit anytime
  • ✅ Won't be overwritten
  • ✅ Full control

Common Edits​

Fix Wrong Price​

  1. Open trade
  2. Click Edit
  3. Correct entry or exit price
  4. Save

Update Fees​

  1. Edit trade
  2. Go to Costs section
  3. Enter brokerage and taxes
  4. Save (P&L updates)

Add Tags​

  1. Edit trade
  2. Add tags in Tags field
  3. Save

Change Rating​

  1. Edit trade
  2. Click star rating
  3. Save

Next Steps​

Troubleshooting​

Can't edit? Check if you have permission
Changes not saving? Check internet connection
P&L wrong after edit? Verify all prices
Trade disappeared? Check account filter
Need help? Contact support@tradelyser.com