This guide helps you quickly correct trade details so your holdings, performance, and reports reflect the right data.
Edit a trade
1) Open the holding
In the left hand side menu, click Portfolio.
Scroll to Holdings.
Click the holding that looks incorrect.
2) Go to the Trades list
Click the Trades tab.
Find the trade you want to correct.
3) Edit the trade
Click the three-dot icon (⋮) on the far right of the trade row.
Select Edit.
Update the fields that are wrong:
Trade type (Buy, Sell, etc)
Trade date
Quantity
Share price
Brokerage cost (if applicable)
Broker name (optional)
Add notes (optional)
Click Save Changes to save or Delete trade to remove the trade.
Tip: If you’re unsure which trade is wrong, compare each trade line-by-line against your broker contract note/statement.
Bulk delete trades
You can now select a trade or several trades on the trades tab and delete them in one go. This is helpful if you have a number of duplicate or incorrect holdings and you don't want to delete the holding and start again.
From the trades tab in the holding, select the trade(s) from the left hand side.
At the bottom of the screen click the Delete
Then click Delete trades when asked in the pop-up.
Quick checks if the holding still looks wrong
Confirm you edited the correct trade (right date and type).
Look for a second trade on the same date (duplicates).
Confirm brokerage wasn’t missed (small differences can add up).
If the issue is only a “tiny” price difference, it may be rounding (see above).
Tip: Double-check all trades for accuracy. Even a small error in quantity, date, or price can affect your overall portfolio performance.