Merge, move and unmerge trades

MyTraderDash puts your trades into groups (positions) automatically: each buy is matched with the sells that close it, first in, first out. Most of the time that is what you want. When it isn't, for example a roll you think of as one trade, or a lot you want to track on its own, you can reshape the groups yourself. User grouping explains the rules in depth; this page is the hands-on part.

All of it happens in the Trade Log, on the Table tab.

Selecting groups and trades

The Trade Log has two views, switched with Grouped and List at the top of the table:

• Grouped: one row per group. Tick a group's checkbox to select the whole group. Click the small arrow next to it to expand the group and see its trades; each trade has its own checkbox.
• List: one row per trade, no grouping. Tick the trades you want.

When something is selected, a toolbar appears at the bottom of the screen with the actions that fit your selection.

The actions

A group you shaped yourself is yours: it gets the USER_MANAGED tag and automatic grouping never changes it again. Your trades stay exactly as they were; only the grouping changes.

Merge groups

1. In Grouped view, tick two or more groups.
2. Click Merge Groups.
3. You see "Merged 2 groups into one". The new group replaces them, with the totals recalculated. Its dividends come back with the next recalculation: click Recalculate at the top of the Trade Log (the message reminds you).

Make a group from selected trades

1. In Grouped view, expand the groups and tick the trades you want together, or switch to List and tick them there.
2. Click Merge Trades.
3. You see "Merged 3 items into a new group". The trades leave their old groups and form the new one.

Move one trade to another group

1. Select exactly one trade: inside an expanded group in Grouped view, or a row in List view.
2. Click Move to Group. The Move Trade to Group dialog lists the other groups of that ticker, with status, side, quantity, dates and account. Type in Search groups... to narrow it down.
3. Click the group to move it into. You see "Trade moved to group".

If the target was an automatic group, it becomes one of yours. Dividends can be moved the same way.

Unmerge

Unmerging takes trades out of grouping altogether. They are not handed back to automatic grouping: they wait, ungrouped, until you put them somewhere.

1. To unmerge whole groups: in Grouped view, tick the groups and click Unmerge. To unmerge some trades only: expand the group, tick those trades and click Unmerge Trades.
2. You see "2 trades unmerged — find them in List view (tagged UNMERGED)".
3. Switch to List view to find them, tagged UNMERGED.
4. When you're ready, select them there and use Merge Trades (a new group) or Move to Group (an existing one).

Some things can't be unmerged:

• Dividends: move them to another group instead.
• Placeholders the app creates for missing information, such as the $0 stand-in buy for a sale whose purchase was never imported. Import the missing history instead; see Find and fix data issues.

What survives a re-import

How new trades join your groups: when you later sell shares that sit in one of your groups, that sale joins your group. If the shares it closes are unmerged, the sale is unmerged too.

Trades you added by hand, and trades whose price you changed, are never overwritten by an import.

Related

• How trades become groups
• User grouping rules
• Trade Log page reference