TradePerformance

Should I delete a trade or edit it?

Almost always edit. Only delete when the trade record itself is wrong — a duplicate import, or a fill that never happened.

Step by step

  1. If what's wrong is a note, a tag, a setup, a session, or any market context, just edit it. All of that stays editable forever on every trade, no matter where it came from.
    the Setup cell on a trade row, highlighted, ready to click
    the Setup cell on a trade row, highlighted, ready to click
  2. If what's wrong is the entry price, exit price, or contract count: the source.
    • On a trade you typed in by hand, you can edit those directly.
    • On a CSV or broker-synced trade they're locked, to keep the imported record matching
  3. Delete only when the whole row shouldn't exist. A duplicate from importing the same file twice is the usual case.
    the red trash icon in the trade detail panel header
    the red trash icon in the trade detail panel header

Before deleting a duplicate, it's worth checking the import actually created one — the importer is built to recognise a file it has already seen and update rather than duplicate.