How to Add / Remove Trades

If you have the necessary permission, you can add trades to a group by accessing the "Trades" section of your personal journal. To add a single trade, open the trade, click on the group icon in the top right corner, and select the group you want to add it to. To remove the trade from a group, simply deselect the group.

If you leave a group, whether voluntarily or after being removed by an admin, all your trades will also be removed from the group.

Bulk add / remove trades

You can also add multiple trades at once. From the trades screen, apply filters to select a group of trades you wish to add. Then, click on the "Add to groups" button in the top right corner. A modal will appear, displaying the number of trades you have selected based on your filters. You can then select the groups you want to add them to. To remove trades in bulk, follow the same process and select the "Remove from groups" button. Choose the groups you want to remove the trades from, and they will be removed if they belong to that group.

Control what data is shared in a group

To determine what trade data you want to share with a group, you can configure your sharing settings for each group individually. Simply go to the desired group and select "Preferences" from the left-hand menu. From there, you can use checkboxes to choose which data you want to share with the group. These settings are flexible and can be changed at any time. If you choose not to share specific data, such as profits, those trades will not appear for group members who filter trades by that data. Keep in mind that anything not selected will be hidden from all group members. These preferences apply to all your trades in the group regardless of when they were shared.

Other notes

For groups that allow all members to add trades, there is a possibility of trades being shared in different currencies. When viewing an individual trade, it will be displayed in the currency used by the member who added the trade. However, this poses a challenge on the stats screen since only one currency can be shown at a time. To address this issue, all profits are summed together (regardless of currency) and displayed as a total. The currency symbol shown is based on the currency with the highest number of selected trades. It would not be feasible or efficient to look up the foreign exchange rate of every trade on the date it was closed and convert them all to a base currency.