An Iron Condor you adjusted twice isn't three trades. It's one campaign.
Most journals log the entry, the adjustment, and the close as three unrelated events. Your P&L for each leg looks fine in isolation — but the story of what actually happened to that position is scattered across your trade list, invisible.
Trade Bundles fix this. A bundle groups any number of trades — options, stocks, or both — under a single named entity with a shared timeline and aggregated P&L. One campaign, one view.
Three ways to create a bundle
1. Select rows and click "Create Bundle"
Check the trades you want to group. A floating action bar appears at the bottom of the screen. Click Create Bundle, confirm the name, and you're done.
Select trades via checkbox, then click Create Bundle
2. Drag one row onto another
Hover over a trade row until the drag handle appears on the left edge. Drag it onto any other row. A dialog prompts you to confirm the bundle name.
Drag a row onto another to start a bundle
3. Right-click → New bundle…
Right-click any trade row to open the context menu. Select Add to Bundle → New bundle… to create a single-trade bundle. This works well as a starting point — you can add more trades to it later.
Right-click any row to start a bundle from the context menu
What you see inside a bundle
Open any bundle to see a timeline view across all member trades: entry dates, exit dates, and status for each leg. The summary shows:
- Total P&L broken down by options premium and stock gain/loss
- Duration in calendar days from first entry to last exit
- Member count across all asset types
Adding and removing trades
Use the row context menu (right-click or trailing dots) to add any trade to an existing bundle or remove it. You can also drag trades into a bundle row in the All Trades list.
To dissolve a bundle entirely, use Dissolve from the bundle's action menu. The trades remain — only the grouping is removed.
Open All Trades
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