How to filter and search your trades
Search by symbol, setup or tag and combine filters such as account, dates, result, ratings and tags to find the trades you want.
Steps
Open Trades from the main menu.
Type a symbol, setup or tag in the search box and click Search.
Click Filters to open the filter panel.
Set From and To dates, Account, Symbol and Side.
Choose a Result: Open, Win, Loss or Breakeven.
Narrow by ranges (lots, entry, exit, net P&L), rating, mindset or tags.
Choose With or Without for Notes or Attachments if you need it.
Click Apply filters.
Click Clear to remove all filters.
Tips
- The counter at the right shows how many trades match out of the total.
- The list shows 50 trades per page. Filters stay on when you change page.
Related guides
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