Ploutos Help

Editing a Trade

Use the trade panel for cleanup and context, not for rewriting history until a trade looks prettier.

The trade panel is for cleanup and context, not for rewriting history until the trade looks better.

Open it when you want a trade to become more reviewable, not when you want to bury what actually happened.

What belongs in the trade panel

From Trades or the dashboard rail, open a trade when you want to:

  • add notes
  • set tags
  • assign a strategy
  • change review state
  • check chart or image context

If the trade was created manually, you can also edit the core trade fields directly.

Manual versus imported or synced trades

This difference matters.

Manual trades

Manual trades let you edit the actual record:

  • start time
  • end time
  • direction
  • market
  • net P&L
  • commission
  • quantity
  • entry price
  • initial stop
  • strategy

Use that when you typed the trade yourself and need to correct the record. Quantity, entry price, and initial stop are optional, but keeping them filled makes the original risk plan visible during review and can feed average R ratio analytics.

If you only need to add a missing one-off trade, use Log trade. If you need to clean up a whole export, use Import CSV and fix the mapping before the data lands.

Imported or synced trades

These are mostly edited for review enrichment:

  • notes
  • market cleanup when needed
  • strategy
  • initial stop
  • tags
  • review state
  • rating

Think of this as adding context, not rebuilding the imported trade from scratch. Imported quantity and entry come from the trade data; adding an initial stop preserves the original risk plan and can feed average R ratio analytics when the record has the needed quantity and entry.

Edits that are genuinely useful

Good edits:

  • one short note about the miss or the idea
  • mark the trade as Reviewed
  • clean up the strategy so similar trades stay grouped correctly later
  • add tags that you will actually use in filters

Weak edits:

  • polishing the note until it says nothing concrete
  • adding tags you will never reuse
  • editing around a broken import instead of fixing the import itself

Good notes are usually short

Useful:

  • Chased the second push instead of waiting for the pullback.

Not useful:

  • Need to improve discipline and be more patient going forward.

The second one sounds reflective and tells you nothing when you read it two weeks later.

Review state and rating

Use Pending and Reviewed to control the backlog.

Use rating lightly. It only helps if the scale means something stable to you. If it becomes decoration, it adds noise instead of clarity.

Charts and screenshots

When chart context is available, use it to confirm what the trade looked like in the market, not just in the ledger.

You can also attach your own trade image when you want a screenshot or phone photo to stay with the review.

If the chart or image is missing, that does not automatically mean the trade is broken. Sometimes only the visual context is unavailable for that window.

When to stop editing and fix the source instead

If the whole CSV import looks wrong, do not spend an hour editing trade by trade inside the panel.

That is usually the wrong layer to solve the problem. Fix the source or the import path first, then come back and review the cleaned trades.

Next pages