Filtering & Date Ranges

How It Works

Account selection controls which accounts' trades are loaded into the filter pipeline.

• Open the Account modal (toolbar → Account button).
• Toggle the Visible switch for each account.
• Only trades from visible accounts enter the filtered dataset.
• Hidden accounts' trades are excluded from all views and statistics.
• Changes persist to your profile (synced if signed in).

Tip: Use "Select All / Deselect All" at the top for bulk changes.

Account Groups Quick Select

Account Groups let you save and instantly recall sets of accounts. See Account Groups for full details.

• Click the chevron dropdown next to the Account button in the toolbar.
• Select a group to show only those accounts (others are hidden automatically).
• The toolbar badge shows the active group's color.
• Groups with showInQuickSelect = true appear here.

Impact on Data

When you change visible accounts:

• All views refresh — Calendar, Daily, Trade Log, Analytics, Charts
• Statistics recalculate — P&L, win rate, expectancy, drawdowns, etc.
• Groups re-aggregate — Group/idea-level stats reflect only visible accounts
• Charts redraw — Cumulative P&L, Account Balance, etc.

Setting a Date Range

1. Click Date Range in the toolbar.
2. Use the dual calendar to pick start and end dates (inclusive).
3. Or click a preset button (Today, This Week, This Month, Last 30 Days, etc.).
4. Click Apply Dates.

The active range shows as a badge on the Date Range button (yellow dot = filter active).

Preset Ranges

How Date Filtering Works

• Filter is inclusive: trades on the start date AND end date are included.
• Uses the trade's Date field (YYYY-MM-DD in your local timezone).
• Dual calendar P&L indicators (green/red dots) reflect the P&L on that day. Blank indicates there's no data for that day.

Filter Dimensions Reference

Logic: How Filters Combine

• Within a dimension: OR logic — selecting NQ and ES shows trades matching either.
• Across dimensions: AND logic — Contract=NQ and Direction=Long shows only Long NQ trades.
• Tags: Within a tag type (e.g., Setup), OR logic. Across tag types (Setup AND Mistake), AND logic.

Filter Templates (Basic & Advanced)

Save any filter combination as a Template for instant recall.

• Click the Template menu in the Filter modal.
• Save as… — name and store current filters.
• Click a saved template to apply it.
• Apply defaults — clears all filters, resets to basic mode.
• Templates persist to your profile (synced if signed in).
• Templates work in both Basic and Advanced modes.

Preview Counts

The Filter modal shows a live preview of how many trades/groups/ideas match your current filters:

• Trade mode: "XXX trades"
• Group mode: "XXX groups" (+ ungrouped row if applicable)
• Idea mode: "XXX idea/group rows"

This updates instantly as you toggle filters — before you click Apply.

Advanced Filter Builder

Each row defines one condition. Rows are evaluated in order with the operator (AND/OR) between them.

Example: "Morning NQ Longs OR Afternoon ES Shorts"

Row 1: ( Symbol = NQ ) AND ( Direction = Long ) AND ( Entry Hour = 09, 10, 11 )
Row 2: OR
Row 3: ( Symbol = ES ) AND ( Direction = Short ) AND ( Entry Hour = 13, 14, 15 )

Validation

• Red warning banner appears if expression is invalid (mismatched brackets, empty required values).
• Apply button is disabled until valid.
• Tag Type rows require both a tag type (Value) and tag name (Value 2).

Migrating Basic → Advanced

When switching from Basic to Advanced, your current Basic filters are automatically converted to equivalent Advanced rows.

• Each active Basic dimension becomes one Advanced row.
• Multiple values within a dimension become a single row with multiple Values.
• Operator defaults to AND between rows.
• You can then add brackets, change operators, add new rows.

Warning: Switching back to Basic discards Advanced-only logic (brackets, OR between rows, Does Not Equal). A confirmation dialog appears if you have unsaved Advanced changes.

Mode Comparison

Read the full Display Mode documentation

Filter Pipeline (Mental Model)

ALL TRADES (from visible accounts)
        │
        ├─► DATE RANGE FILTER (start/end date)
        │
        ├─► TRADE FILTERS (Basic or Advanced)
        │     ├─ Contract, Firm, Account Type, Symbol
        │     ├─ Entry Hour, Direction, Hold Time
        │     ├─ Outcome, Tags, Session, Entry Minutes
        │     └─ (Advanced: brackets, AND/OR, NOT)
        │
        ▼
FILTERED TRADES ──────────────────────────► All Views Consume This
        │
        ├─► Trade Log (rows = filtered trades)
        ├─► Daily View (rows = filtered trades grouped by day)
        ├─► Calendar (day cells = filtered trades' daily P&L)
        ├─► Analytics (charts, tables, stats = filtered trades)
        │     ├─ Cumulative P&L chart
        │     ├─ Account Balance table
        │     ├─ Data Tables
        │     └─ Statistics cards
        ├─► Group Mode (groups built from filtered trades)
        ├─► Idea Mode (ideas built from filtered groups)
        └─► Statistics (win rate, PF, expectancy, etc. = filtered)

Key insight: There is ONE filteredTrades computed property. Every page, chart, and statistic derives from it.

Clearing All Filters

• Filter modal → Template menu → Apply defaults: Clears trade filters, resets to Basic mode.
• Date Range modal → All Time preset: Clears date range.
• Account modal → Select All: Shows all accounts.
• Logout: Clears all filter state except for account visibility.

There is no single "Clear All" button — clear each category independently.

Review a Specific Month

1. Date Range → "This Month" preset (or pick custom start/end).
2. All views now show only that month's data.
3. Switch to Calendar to see daily P&L heatmap.
4. Open Analytics → Cumulative P&L to see equity curve for the month.

Compare Prop Firm Performance

1. Create Account Groups: "Topstep", "Apex", "TradeDay" (see Account Groups).
2. Toolbar Account dropdown → select "Topstep".
3. All views now show only Topstep accounts.
4. Note stats, then switch to "Apex" via dropdown.
5. Or: Analytics → Cumulative P&L → Group By: Account Groups → see all firms as separate lines.

Analyze a Specific Setup

1. Filter modal → Tags → select your "Setup" tag type → choose specific setup tag(s).
2. Optional: add Contract, Session, Entry Hour filters to narrow further.
3. Save as Filter Template: "ORB Long Setup".
4. Apply template anytime to instantly isolate that setup across all views.

Debug: Why Is My Data Missing?

If charts/tables look empty or wrong:

1. Display Mode → ensure you're in the expected mode (Trade/Group/Idea).
2. Check toolbar badges — yellow dot = active filter.
3. Date Range → "All Time" to rule out date filter.
4. Account modal → "Select All" to rule out account filter.
5. Filter modal → Template → "Apply defaults" to clear trade filters.

Remember: filters are global. A filter set in Calendar affects Trade Log, and vice versa.