010: Multi-Trade Rollup
Multi-Trade Rollup (MTR) allows you to group and aggregate rows into one. The rolled-up "child" rows will be set to zero(0) and both "parent" & "child" rows description will contain a symbol so you can quickly identify rolled-up transactions. MTR uses a weighted average to calculate the net amount.
This is very useful If you day-trade/swing-trade or place a trade with your broker and it's filled at times (usually seconds) but they may be treated as separate transactions if you import a .csv file; MTR is an easy way trades could be rolled-up/aggregated together to a single row.
This example we start with trades manually entered when we decided to try swing trading (quickly buying and selling) the market:
We will use ticker RIG. You can see above we opened trades on 2000-01-01 and 2000-01-02, we group the rows together by choosing a parent (usually the earliest date indicates the first trade of that specific run) and stacking the children under it.
Selecting any row within a group will cause the action to be performed on the group. You could have also selected all the rows by clicking on the first row and SHIFT+Click on the last row you wanted to include - either way Stocklog+ will attempt understand what you're trying to do.
Once you click on MTR, Stocklog+ will rollup the trades to the parent
Notice the symbol in the description indicating that row has been rolled-up. Also note the child rows data has been set to 0 and the parent row now contains the weighted average of the trade. Collapsing the rows now gives you more viewable rows and you don't have to do the math on your trades!
NOTE:
- Rolled-up trades auto-lock
- To revert back to single row detail, Right-Click the parent and choose MTR again. The rows will remain in a locked state
- The Parent row can me modified while rolled-up, however, if you revert - ALL original row data will be restored
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