Filter
Filter trades across the Trade Log, Dashboard, and Month View using the global filter panel.
Filter
The global filter narrows down which trades are shown on the Dashboard, Trade Log, and Month View. All filter dimensions apply simultaneously.
Opening the Filter Panel
Click the Filter button in the toolbar. A sheet slides in from the right with all available filter dimensions. When filters are active, the button shows a badge with the number of active dimensions.
Filter Dimensions
Date Range
Pick a date range using quick presets or a visual calendar date picker.
| Preset | Range |
|---|---|
| Today | Start to end of today |
| This Week | Monday of current week to today |
| This Month | First of current month to today |
| YTD | January 1 of current year to today |
| Last 30 Days | Rolling 30-day window |
| Last 90 Days | Rolling 90-day window |
Click a preset to apply it; click again to deselect. Below the presets, two calendar date pickers (From / To) let you select a custom range. Click the calendar icon to open a visual calendar popup where you can navigate months and pick a specific date. Use the dropdown in the calendar header to jump to a different month or year. Click the X icon on a filled date picker to clear that bound. Selecting a custom date automatically clears any active preset.
Status
Filter by trade status: Open or Closed.
Side / Direction
Filter by trade direction: Long or Short.
Result
Filter by outcome: Winner, Loser, or Breakeven.
Instruments
Filter by asset class: Stocks, Futures, Crypto, Forex, or CFDs.
Symbols
Search and select specific symbols. A search input filters the list of symbols that exist in the active account. Selected symbols appear as chips above the list.
Tags
Select one or more tags defined on the account. Only shown when the account has tags configured.
Entry Price
Set a minimum and/or maximum average entry price to filter by price range.
Position Size
Set a minimum and/or maximum quantity to filter by position size.
Weekdays
Click individual day buttons (Mo, Tu, We, Th, Fr, Sa, Su) to include only trades opened on those days.
Time of Day
Set an hour range (0–23) to filter trades by the hour they were opened. The range is based on your configured timezone, shown below the inputs.
How Filters Combine
- Across dimensions — filters combine with AND. A trade must match every active dimension to appear.
- Within a dimension — values combine with OR. For example, selecting both "Winner" and "Breakeven" shows trades that are either a winner or breakeven.
Filter Pills
When filters are active, pills appear in the toolbar summarizing each active dimension (e.g., "Status: open" or "Side: long, short"). Click the X on a pill to remove that specific filter dimension. If more than three dimensions are active, the pills collapse into a single count badge.
Clearing Filters
Click Clear all in the filter panel header to reset every dimension at once. You can also remove individual dimensions via the pills in the toolbar or by deselecting values in the panel.