How To Merge Trades In The Journal

Learn how to combine multiple executions of the same trade idea into one journal entry using Merge Trades, so you can review and reflect on your setup as a single position.

Merge Trades lets you group multiple executions of the same setup into one journal entry. Instead of reviewing three separate trades for the same idea, you review it once and get a clearer picture of how the full position performed.

Traders often enter a position in several executions. Reviewing each one separately creates noise. Merging them into a single entry reflects what actually happened, and makes your journal a more accurate record of your trading decisions.

Before you start

You can only merge trades that share the same instrument and direction. For example, you can merge two EURUSD Buy trades, but not a EURUSD Buy with a EURUSD Sell, or a EURUSD Buy with a GBPUSD Buy. Trades that don't meet this criteria will be greyed out automatically in selection mode.

Note: Merge Trades is only available for closed trades that have already been synced to your journal. You cannot merge live, open positions.

How to merge trades

Step 1: Open your journal and select a trading day

Click Journal in the left sidebar. On the calendar, click the day that contains the trades you want to merge. The right panel will load the trades for that day.

Step 2: Enter Merge Trades mode

In the right panel, find the Trades section header. Click the Merge Trades button on the right side of that header. A checkbox will appear next to each trade in the list, indicating that you are now in selection mode.

Step 3: Select the trades you want to merge

Check the first trade you want to include. As soon as you select it, EdgeFlo locks the criteria to that trade's instrument and direction. Any trades that don't match are automatically greyed out and become unselectable.

Continue selecting trades. As you add them, the button at the bottom of the panel updates in real time to reflect your selection, for example Merge 2 Trades, Merge 3 Trades, and so on. You need at least 2 trades selected before the button activates.

Warning: If the Merge button stays greyed out after selecting multiple trades, check that all selected trades have the same instrument and direction. Mixing instruments or directions (e.g. Buy + Sell) will prevent the merge from activating.

Step 4: Confirm the merge

Click the Merge [N] Trades button at the bottom. A confirmation dialog will appear explaining that the trades will be combined into a single journal entry. Click Merge Trades to confirm, or Cancel to go back.

Tip: The confirmation dialog reminds you that you can split the trades back at any time. Nothing about merging is permanent, so don't hesitate to try it out.

Step 5: Review your merged trade

After confirming, the individual trades are replaced by a single merged entry in your journal. Click the merged entry to open it.

The trade detail view shows everything you need to review the full position:

Avg Entry Price and Avg Exit Price calculated across all merged positions
Positions section listing each underlying trade with its lot size, entry price, exit price, stop loss, take profit, and individual P&L
Total lots and the combined Net P&L across all positions
Trade Replay showing the entry and exit points for every underlying position on the chart
A single Review & Reflection section so you journal the trade idea once

Note: If the underlying positions have different stop losses, the Stop Loss field on the merged entry will show Multiple rather than a single value. Expand the Positions section to see each position's individual stop loss.

How merged trades appear in your journal list

Back in the daily trades panel, a merged entry appears as a single row with a + icon on the left side. The Merged badge in the header makes it clear this entry contains multiple underlying positions.

Click the + icon to expand the entry and see all underlying positions listed below it. Click - to collapse them.

How merging affects your performance statistics

Merging trades changes how entries look in your journal, but it does not affect your performance statistics. Your win rate, total trades, wins, losses, and average R all continue to calculate based on the individual underlying positions, even after they are merged.

For example: if you merge 3 trades where 1 was a win and 2 were losses, your journal displays 1 merged entry, but your stats still count 3 trades at a 33% win rate. Merging is an organizational tool, not a way to rewrite your performance history.

FAQ

Can I merge trades from different instruments?

No. You can only merge trades that share the same instrument and the same direction (both Buy or both Sell). If a trade is greyed out after you make your first selection, it means it doesn't match the required instrument or direction.

Is there a limit to how many trades I can merge at once?

There's no hard limit. You can merge as many trades as you like in a single merge operation, as long as they all share the same instrument and direction. The Merge button updates in real time as you select more trades.

Will merging trades change my win rate or statistics?

No. Your statistics always calculate from the underlying individual positions, regardless of how those positions are organized in the journal. Merging does not inflate your win rate or distort any other metric.

Can I undo a merge?

Yes. You can split a merged trade back into its individual entries at any time. See How to split merged trades for the full steps.

What happens to the Review and Reflection I already filled in on the individual trades?

The merged entry has its own Review and Reflection section to fill out fresh. If you had already written notes on the individual trades before merging, copy anything you want to keep before confirming the merge.