Bulk Operations

Bulk Tagging

Add or remove tags from multiple trades at once. Perfect for organizing trades by strategy, setup type, or market conditions.

Bulk Editing

Update common fields across multiple trades, such as notes, categories, or custom fields.

Bulk Deletion

Delete multiple trades at once. Useful for removing test trades, duplicates, or unwanted data.

Bulk Export

Export selected trades to CSV, JSON, or PDF format for analysis or backup.

Manual Selection

Click the checkbox next to each trade you want to select. You can:

• Click individual checkboxes to select specific trades
• Hold Shift and click to select a range of trades
• Use the "Select All" checkbox to select all visible trades

Filter-Based Selection

Apply filters first, then use "Select All" to select all trades matching your criteria:

• Filter by date range
• Filter by symbol or instrument
• Filter by win/loss status
• Filter by tags or categories
• Filter by P&L range

Advanced Selection

Use the "Advanced Select" option to select trades based on complex criteria like trade duration, time of day, or custom field values.

Adding Tags

To add tags to multiple trades:

1. Select the trades you want to tag
2. Click "Bulk Actions" → "Add Tags"
3. Select existing tags or create new ones
4. Click "Apply" to add tags to all selected trades

Removing Tags

To remove tags from multiple trades:

1. Select the trades
2. Click "Bulk Actions" → "Remove Tags"
3. Select which tags to remove
4. Click "Apply" to remove tags from all selected trades

Replacing Tags

You can also replace existing tags with new ones. This removes the old tag and adds the new tag in a single operation.

Editable Fields

You can bulk edit the following fields:

• Notes (append or replace)
• Strategy/Setup type
• Market conditions
• Custom fields
• Categories

How to Bulk Edit

To edit multiple trades:

1. Select the trades you want to edit
2. Click "Bulk Actions" → "Edit Fields"
3. Choose which field(s) to update
4. Enter the new value(s)
5. Choose whether to replace or append (for text fields)
6. Click "Apply Changes"

Preview Changes

Before applying bulk edits, you can preview how the changes will affect your trades. This helps prevent accidental overwrites.

Deleting Trades

To delete multiple trades:

1. Select the trades you want to delete
2. Click "Bulk Actions" → "Delete Trades"
3. Review the list of trades to be deleted
4. Type "DELETE" to confirm
5. Click "Delete Permanently"

Safety Features

Bulk deletion includes several safety measures:

• Confirmation dialog with trade count
• Preview of trades to be deleted
• Type-to-confirm requirement
• 30-day recovery period (Pro/Enterprise)

Recovering Deleted Trades

Pro and Enterprise users can recover deleted trades within 30 days from Settings → Data Recovery. After 30 days, deletions are permanent.

Exporting Selected Trades

To export specific trades:

1. Select the trades you want to export
2. Click "Bulk Actions" → "Export Selected"
3. Choose export format (CSV, JSON, or PDF)
4. Configure export options
5. Click "Export" to download

Export Options

Customize your export:

• Include/exclude screenshots
• Include/exclude notes
• Include/exclude AI insights
• Include/exclude tags
• Choose date format

Use Filters First

Apply filters before selecting trades to ensure you're working with the right subset of data. This reduces the risk of accidentally modifying unintended trades.

Preview Before Applying

Always use the preview feature before applying bulk changes, especially for edits and deletions.

Start Small

When learning bulk operations, start with a small number of trades to ensure the operation works as expected.

Backup Before Major Changes

Before performing large bulk operations (especially deletions), export your data as a backup.

Operation Failed

If a bulk operation fails, try reducing the number of selected trades. Very large operations (1000+ trades) may need to be split into smaller batches.

Some Trades Not Updated

Check if any trades are locked or have restricted permissions. Some imported trades may be read-only until manually verified.

Can't Select All Trades

"Select All" only selects visible trades on the current page. Use filters to narrow down your selection, or increase the page size in settings.