Using Filters

Overview

The filter bar appears at the top of the Trades page and all Reports pages. All filters are saved to your account and persist across sessions. Every page that shares the same filter bar reflects your changes immediately — you do not need to apply or submit anything.

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Symbols, Tags, and Accounts

Click the selector on the left of the filter bar to open the multi-select dropdown. You can filter by any combination of symbols, tags, and accounts.

• Symbols — type a ticker to search; select one or more
• Tags — filter to trades that have any of the selected tags
• Accounts — limit data to one or more trading accounts

Exclude mode — toggle Exclude inside the dropdown to invert the selection. With Exclude on, the app shows all trades that do NOT match the selected symbols, tags, or accounts.

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Side

The Side dropdown next to the selector filters by trade direction:

• All — long and short trades (default)
• Long — only long trades
• Short — only short trades

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Date range

Click the date picker to set a custom start and end date. The calendar lets you pick any range or use preset shortcuts (today, last 7 days, current month, etc.).

To clear the date filter, open the date picker and click Clear.

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P&L display settings

The ⋮ button at the right end of the filter bar opens a two-option menu for how P&L is shown across the entire app:

P&L Type

• Gross — P&L before commissions and fees
• Net — P&L after commissions and fees (default)

View mode

• $ — absolute dollar amount (default)
• % — percentage of cost basis
• R — R-multiple (P&L as a multiple of initial risk; requires Initial Risk to be set per trade)

These settings affect P&L values in the Trades table, summary bar, charts, and reports.

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Advanced filters

Click Advanced to open the advanced filter panel. A badge on the button shows how many advanced filter criteria are currently active.

The panel has seven sections. Each section can be expanded independently. Within a section, set a min/max range, select values from a list, or pick a time range depending on the field type. Fields with no value set are inactive and do not affect results.

Stats

Filters on trade-level and day-level outcome metrics:

Days & Times

Filters on when trades were taken:

Price & Volume

Filters on price and volume characteristics at the time of entry. All range filters. Includes: Entry Price, Trade Price Range, Change from Close, Opening Gap, Candle Fill, Average Candle Fill, Breached Candles, Distance From Period Extremum, Consecutive Candles, Total Volume, Money Volume, Volume Traded, Money Traded, Shares Turnover Ratio, Money Turnover Ratio, Volume Profile, and Relative Volume.

Many of these filters have a Settings dropdown (timeframe, anchor candle) that determines which bar or period the measurement is taken from.

Movings

Filters on moving average relationships at entry: Distance from SMA, Distance from EMA, SMA Ratio, EMA Ratio, Distance from VWAP, VWAP % Change.

Each filter has configurable timeframe and period settings.

Indicators

Filters on technical indicator values at entry: ADX, Awesome Oscillator (AO), ATR, Bollinger Bands Entry Position, CCI, Distance to Pivots, MACD Histogram, Range Volatility, RSI, RVI, Stochastic.

Complex indicators (MACD, Bollinger Bands) have a Settings dropdown with pre-baked parameter combinations.

Instruments

Filters on instrument characteristics:

Market Benchmark

Filters based on the market index condition at the time of your entry. Choose a Benchmark Ticker (e.g., SPY), then apply range filters to: Change from Close, Opening Gap, Distance from SMA, Distance from EMA, Bollinger Bands Position, MACD Histogram, RSI.

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Clearing filters

When any filter is active, a Clear All button appears at the right end of the filter bar. Click it to reset all filters — date, symbols, tags, accounts, side, and all advanced filters — back to defaults.

To clear only the date filter, use the Clear button inside the date picker. To clear only the advanced filters, remove or reset individual fields inside the Advanced panel.