Deleting Data

From Trade Log (Trade Mode)

1. Navigate to Trade Log (Alt+1 for Trade mode).
2. Select trades:
   • Click a row to select one trade
   • Shift+click for range selection
   • Ctrl/Cmd+click to toggle individual rows
   • Header checkbox to select all visible
3. Right-click selected row(s) → Delete Trades (or press Delete key).
4. Confirm in the dialog — shows count of trades to delete.

Effect: Deletes the trade rows. If trades belonged to groups, group aggregates recalculate. Groups with no remaining trades are deleted automatically.

From Group Log (Group Mode)

1. Switch to Group mode (Alt+2) in Trade Log.
2. Select one or more groups (same selection methods as trades).
3. Right-click → Delete Groups.
4. Confirm deletion.

Effect: Deletes the group(s) and all trades within those groups. This is a bulk delete of the complete round-trip sequences.

From Ideas View (Idea Mode)

In Idea mode (Alt+3), you can:

• Dissolve an Idea — Right-click an idea → Dissolve Idea. This removes the idea container but keeps the underlying groups and trades (they become ungrouped).
• Remove from Idea — Right-click a group within an idea → Remove from Idea. The group is removed from the idea but remains in your data.
• Delete trades/groups — Same as Trade/Group mode: select rows and delete.

From Day Dialog

1. Open Day Dialog (click a date on Calendar, or right-click a trade → Show Day).
2. In the trades table, select trades to delete.
3. Click Delete Selected button in the dialog footer.
4. Confirm.

This is convenient for deleting all trades from a specific day.

Account Form Dialog

1. Open Account modal (toolbar → Account button).
2. Click Delete Account button (trash icon, red) on the account you want to delete .
3. Confirm by typing the account name.

Effect: Permanently deletes the account AND all its trades, groups, notes, and tags. This cannot be undone.

Shared mode: If you're viewing shared data, you can only delete accounts you own (where you're the data owner).

Archive vs. Delete Account

Recommendation: Use Archive (uncheck Visible) unless you're certain you want the data gone forever. Archived accounts' data still exists and can be restored instantly.

What It Deletes

This irreversibly deletes EVERYTHING from your Supabase database and local browser storage:

• All trades (including groups and ideas)
• All day notes / journal entries
• All accounts
• All tags and tag types
• All filter templates
• All Analytics V2 templates (page templates + chart templates)
• All account groups
• All sessions
• All preferences (column layouts, chip visibility, etc.)
• All contract configuration overrides
• All sharing settings

How to Execute

1. Open Settings (gear icon in nav, or Ctrl/Cmd + ,).
2. Go to Data Management tab.
3. Scroll to Danger Zone section (red border).
4. Click Delete all data button (red, tonal variant).
5. In the confirmation dialog, type DELETE exactly.
6. Click Delete all data (red button, becomes enabled only when "DELETE" is typed).

The operation runs immediately. You'll be redirected to the Dashboard with an empty state.

Backup Before Deleting

Always export a backup first:

1. Settings → Data Management → Export Settings — saves preferences only (column layouts, templates, etc.) as JSON.
2. For a full backup including trades: Use the Import Options dialog (when importing a backup file, there's a "Download Backup" button that exports everything: trades, notes, accounts, tags, preferences).

Store the backup file(s) locally. You can re-import them later if needed.

Behavior in Shared Mode

• If you're the data owner (viewing your own data): Delete All Data removes YOUR data.
• If you're a viewer (in Shared Mode viewing someone else's data): The Delete All Data button is hidden/disabled. You cannot delete another user's data.
• Shared data access is controlled by the data owner's sharing settings, not by viewer deletions.

Can You Undo a Deletion?

Re-import from Backup

1. Settings → Data Management → Import Settings.
2. Select your backup JSON file.
3. Confirm and wait for import to complete.
4. Reload the app.

After full database restore, run Populate Group IDs and Recalculate Group Aggregates (Settings → Data Management → Advanced) if groups don't appear correctly.