Duplicate trade records in a data file are often caused by corrective adjustments on broker trade history reports, or from users importing the same trade data more than once. As duplicate trade records can conflict with proper trade-matching, cause "negative share" errors, and skew profit and loss totals, they should be deleted from the data file.
To find and display all duplicate trades in the grid:
- From the Find menu, click the Error Check drop down menu, then select Duplicate Trades.
- If your data file does not contain any duplicate trades, a popup window will appear, stating "No duplicates found for this ticker". Click OK. The grid will now refresh and display all imported trades.
- If your data file contains duplicates, the resulting grid will display these trades. Edit as necessary.
- To refresh the grid with all trades in your data file, click the All Trades button on the toolbar.