Feature Guide

Data Management

The data management page is the maintenance surface for accounts and trades. Use it when you need to clean up, restructure, or bulk-manage your records.

Accounts tab

View and manage all your accounts in one place:

Review account details (name, broker, balance, currency)
Edit account metadata
Archive or delete accounts
View account-level statistics
Merge duplicate accounts

Trades tab

Bulk trade management tools:

View all imported trades in a searchable table
Filter by account, date range, instrument
Edit individual trade records
Delete individual or bulk-selected trades
Re-map trades to different accounts

Data quality indicators

The data management page shows warnings for potential issues:

Trades with missing or unusual P&L values
Trades mapped to archived accounts
Duplicate trade detection
Inconsistent date or instrument formatting

Refreshing dashboard data

If dashboard totals look stale after making changes on the data management page, use the Refresh Data action in the dashboard sidebar. This recomputes KPIs and widget data from the current records.

Caution

Deleting trades or accounts is permanent. Export your data first if you need a backup.