Trades table functions: Group Trade Operations

By TradesViz in How-To


Making modifications to user content like tags, notes for large amounts of trades can be annoying. There are many scenarios where this might happen - suppose, you tried out specific setups for a week and would want to label them - are you going to open each trade, open the trade settings, enter your notes/tags and then save and repeat for all the trades? - that's no longer the case with the group apply functions in TradesViz tables. 

To open the group apply popup, select one or more rows in any table in any of the trade views and then click on the "Group Apply" button on the top of the table. We will explore all the possible group operations and how they work in this post. For tables that are in the symbol grouped or day grouped view, remember that you can only select the outer row and the group apply operation is applied to all the trades belonging to the outer main row. 

List of group operations

Tags and Notes

Both these attributes can be either added, searched, and deleted or cleared from all the selected trades.

  • Add: Adding simply means the tag or the note will be added/appended to the existing data. 
  • Delete: If an exact matching tag or a note is found, they will be deleted from the trade. Note that only exact matches are deleted! 
  • Clear All: If you simply want to remove all the tags or all the notes from selected trades, choose this option instead.
  • No operation: Ignores the user input and no change will be applied.

Auto-tagging symbols

We explored a bit about auto-tag symbols and why they are needed and what to do if they are not added by the system in the trade explore blog post here. Similar to that, if you wanted to apply missing tags or wanted to replace an existing auto-tagged symbol, you can use this option. For example, if there is a bunch of futures options for which our system did not tag or if there are a few trades for which you want to add another symbol instead of the original underlying one, this option is handy in those scenarios.

Sharing settings

In-depth information about everything sharing-related is available in a dedicated post here. Other than that, the Apply and Clear all options function in the same way as tags/notes operation described above. Note that clearing all sharing settings makes all the trades private.

Moving/Copying trades

Another useful function in trades management is the ability to move or even copy stocks across trading accounts. In TradesViz you can have up to 10 different trading accounts - think of each trading account as a portfolio. As we explained in the import management post, every trade by default belongs to only 1 trading account. Consider a few example scenarios:

  • You created a few trading accounts each for a setup you trade, but your trades import files from your brokers have trades combined 
  • You want to separate each asset type into a trading account, but your trades are all mixed up (stocks executions + options execution, etc.,)
  • You want to see how your trades would have performed if you did not exit/close them by manually adding executions on the TradesViz platform and experiment with adding executions like a trade simulator, but also want to keep your original trade

For all of the above scenarios and more, you can use operations like trades move/copy in the group apply menu along with the split/unlink features from the executions table group explained more in this post. Note that if you select this, you will not be able to execute any other operations along with it. Only move or only copy can be applied at a time. But, operations, like adding tags or modifying sharing permissions, can be performed together. Another important thing to note here is that, when moving trades, you can only move from one account to another - one to many is not possible. If you want to do that, use the copy operation.

Uploading image

Upload: You can upload an image and it will be attached to all the selected trades. 

Clear All: Clears all uploaded images - this includes:

  • Uploaded images via group apply and via the upload interface in the trade explore tab
  • Charts copied to images via "Copy chart to trade images option"

This does not affect any system/auto-generated charts and basically clears all images under the "Images" section of a trade tab.

Symbol Chart

As discussed in this blog post about symbol charts, every trade can have many bar charts. By default, trades do NOT have any system-generated charts. You have to visit a trade and then add a chart by yourself but with this "Generate simple chart" operation, one can generate a simple daily chart marking the trades for all the selected trades in one click. Clear all simply removes all the system generated charts from all the selected trades.

Merging trades

Use this option if you think the auto-grouping system of TradesViz has created too many splits of a trade. For example, when grouping executions, depending on the import advanced settings (blog post here), a trade may be created each time a symbol's total position reaches zero. While technically, this is the most basic and simple definition of a trade, when trading we could possibly open and close multiple positions in a short timeframe. In such cases, this merge option can be used on trades with the same underlying and in the same trading account to clump them together. All tags, notes, and images will still be retained in the combined trade. 

Deleting trades

It does exactly what it says on the label! Simply deletes all the trades. Note that deleting trades deletes tags, notes, and also the uploaded images!

Other Operations

Apart from the group operations mentioned above, it is also possible to apply the following actions to up to 250 trades at once:

  • Setting fees & commissions
  • Setting stop loss & profit target
  • Recalculating trades
  • Add expiry options 

With all these features, it's very easy to properly manage thousands of trades in a very simple way. Let us know if you have suggestions for additional group application operations or have any questions about the existing ones by emailing us at [email protected] or by filling out the contact form here.