TL;DR: A trade group is a label you assign to transactions so you can organize them and get a better overview. Set it manually on the Transactions page, in bulk with Bulk Edit, or on an API/blockchain import job so every transaction from that import inherits it. You can then filter and sort by trade group throughout CoinTracking.
How do I create a trade group?
On the Transactions page, you can manually assign a "trade group" to any transaction.
To set a trade group for several transactions at once, use Bulk Edit.
You can also add a trade group / label to API or blockchain jobs, which creates a matching trade group for every transaction imported through that job. This helps you tell imports apart, such as BTC Imports or ETH Imports, whose transactions are otherwise only categorized as "BTC Transaction" or "ETH Transaction".
How to set a label for an API or blockchain job
This example uses an API job; the process is the same for a blockchain job. When you create an API job by importing your API and Secret key, you can set a label for the transactions imported via the API. All transactions imported via this API will then carry your label:
You can also set a label on an existing API job. Open the API importer, click "Edit", and enter your label:
Your transactions are now displayed with your chosen label / trade group:
What else can I use trade groups for?
You can filter by trade group in any CoinTracking feature or tool that offers a filter, for an even better overview of your transactions.
On the Balance by Exchange page, you can also use the drop-down menu to sort transactions by trade group.
Best practices for trade groups
- Keep trade group names concise (under 60 characters).
- Use a limited number of trade groups (preferably fewer than 50) to avoid performance issues in Reports and Tools.
- Trade groups can be used as a condition for Bulk Edit and Delete.