How to Group Trades Into One Position

Stock fills group automatically. There is no action to find: every buy and sell of a ticker joins that ticker’s open position, and the table shows one summary row — average entry, total shares, combined result — with a chevron that expands to the individual fills.

A position runs until you sell out of it completely. The next buy after that starts a new one — or reopens the old one, depending on position locking. That rule, not a grouping action, is what decides where a fill lands.

Analysis reads positions, not fills — so this is also what makes hold time and position size measure the thing you meant.

The options equivalent turns separate legs into one spread. Use Group to fold existing single legs together, or Add Leg to open a new contract already attached to the position.

Group appears only on a single-leg position — it exists to fold separate entries together, so it retires once the position has more than one leg. Add Leg doesn’t retire: on a multi-leg position it moves to the position’s summary row, which is how a spread becomes a condor. Once grouped, the position gets a strategy label and settles as a unit; see settling a spread or condor at expiration.

With a mouse or keyboard you can also drag a single leg onto another position: a grip appears at the left edge of the row when you hover it, and while you drag, the rows that can take the leg — other single legs on the same ticker, and existing spreads — light up. Dropping opens the same Group dialog with the target already ticked, so you still confirm the strategy before anything changes. That dialog also lets you give the group a display name and tags in the same step; dropping a leg onto an existing spread adds it there and keeps the spread’s name, notes and screenshots, with its tags combined. On a phone, use Group from the long-press menu instead.

To rename or tag a position later, use Label & tags… on its menu. The name is display only — it changes what the Type column shows, never how the position is classified or calculated — and both the name and the tags survive a re-import of the same broker file.

Option grouping is reversible. A multi-leg position has Ungroup Legs at the top of its menu, which returns each leg to standing on its own with its own result.

Ungrouping doesn’t delete or alter the underlying trades — it only changes how they’re read together.

Position locking decides what happens when you rebuy a ticker you had fully sold out of.

A locked position carries a padlock you can click for the reason:

On suits discrete trades; off suits a long-running holding you add to and trim. It lives with the other account settings — see accounts and preferences.

Filling in older fills is the one case where a locked position asks first. If you record a buy dated before a locked position closed, and the ticker has no open position, the New Stock Trade dialog offers two ways to book it: add it to that closed position, which unlocks the position and re-prices its closing sale across the larger lot set, or start a new position and leave the closed one as it is. Without the question, the buy would quietly start a second position, and the locked one could no longer be unlocked while the new one stayed open.

The second lock isn’t a setting and can’t be switched off: Position is locked while used as covered call collateral. Close the option trade first.

Those shares are backing an open short call. Letting the lot change underneath the option would leave a covered call with nothing covering it, so the lot is held until the call is closed, expires, or the shares are called away. Record the option’s ending — see how an option position ends — and the lot unlocks on its own.

While it holds, Sell is limited to the shares the calls don’t cover, and Lock Position / Unlock Position are disabled — the position’s status is decided by the option, not by you, until the option ends.