Hide trades & prevent them from being re-imported

In this scenario you may want to only start your trade journal from a specific date but your brokerage is automatically importing all of your historic trades.

In WealthBee you can delete and hide trades.

• Deleting trades removes them from your account but allows them to be reimported.

• Hiding trades hides them from your account but will prevent them from being reimported.

To hide trades you can do this:

Head to the transactions page, or positions page. Select the trades or positions you want to hide (you can select multiple with shift). Right click any of the selected trades, go to advanced and click hide.

Here is a video of how to do this:

If you want to hide by a specific date you can do this:

1. Go to the positions page

2. Change grouping to no grouping

3. Sort by date (enable from the left hand columns menu if needed)

4. Click the first trades, hold shift and click the last trade

5. Right click any selected trade

6. Advanced

7. Hide trades