Purpose of merging or splitting a trade:
When you import trades into TradeZella, it automatically groups your executions into logical trade groups.
We understand that some traders would want to make changes to these groups, so we’ve added a feature to let you do this.
Here is the step-by-step guide on how to merge or split a trade!
Visit the Trade log page, by clicking on the Trade log button on the left side of your screen.
To Merge trades:
Select the trades you want to merge by clicking on the checkbox then click on the "Bulk Actions" button and select "Merge trades" from the dropdown.
Select the executions you want to merge and click on the "CONFIRM" button to merge the selected executions.
To Split trades:
Select the trade you want to Split by clicking on the checkbox then click on the "Bulk Actions" button and select "Split trade" from the dropdown.
Select the executions you want to Split and click on the "SPLIT" button to Split the selected executions.
Note - Error while Merging Trades - Make sure you’re only merging trades with the same tickers, accounts, contract types, or instruments.