Cutting, Copying and Pasting Trades

To cut and paste trades into a new account, data file or another Windows program:

• Select the trade record(s) to be cut.  See Selecting a Single Trade for Editing or Selecting Multiple Trades.
   
• To cut the selected trade records to the Windows clipboard, press the shortcut key combination Ctrl + X.
   
• To paste the trade records into another account tab or data file, either select that account tab or open the data file and from the Records menu, click Paste or press the shortcut key combination Ctrl + V.

• Be sure to verify your results after cut/paste is performed. If incorrect, please use Undo, and try again. 

When can cutting trades help me? This procedure is useful when a transaction was listed out of chronological order on your broker trade history report, and therefore was not imported and matched properly.  Cutting the transaction and pasting it back into the data file inserts the transaction at the end of the day so it can be matched properly. From the Adjustments menu, click Rematch after pasting to rematch all trades in the data file.

To copy and paste trades into a new account, data file or another Windows program:

• Select the trade record(s) to be copied. See Selecting a Single Trade for Editing or Selecting Multiple Trades.
   
• To copy the selected trade records to the Windows clipboard, from the Records menu, click Copy or press the shortcut key combination Ctrl + C.
   
• To paste the trade records into another account tab or data file, either select that account tab or open the data file and from the Records menu, click Paste or press the shortcut key combination Ctrl + V.