How to edit or delete a trade

One trade

  1. Open Portfolios → Trades.
  2. Click the pencil icon in the trade's row.
  3. In the details panel, change the quantity, price, date or cash account. You can also delete the trade there.

Several trades

  1. Check the boxes next to the trades you need.
  2. Click the "Delete" icon in the top menu.

What changes

After you edit or delete a past trade, Strum recalculates everything that depends on it: cost basis, P&L and all-time returns.

If the trades came from an import, you can delete them all together by canceling the import itself. For details, see the articles in the "Broker imports" section.

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