Filters
Filter reports by date, account, symbol, strategy, and session.
The Report page carries one set of global filters that sits above every tab. Narrow by date range, account, symbol, strategy, or session, and every chart and metric on Overview, Performance, Time, and Instruments updates to match.
Filters never change your underlying data. All trades are auto-synced from your connected accounts; filters only decide which of those synced trades a report counts.
Filter dimensions
Date Range
A start and end date
Dual-month calendar, plus Last 7 days and Last 30 days quick-selects. Dates follow your account timezone (default UTC).
Account
One or more connected accounts
Multi-select with search.
Symbol
One or more instruments
Multi-select with search.
Strategy
One or more strategy tags
Trades with no strategy tag are grouped under No Strategy.
Session
One or more trading sessions
Every trade has a session assigned, so there is no unassigned bucket.
Each button shows a count badge when selections exist — for example Account 3 — and Date Range shows a 1 badge while a range is active.
Apply a filter
Make a selection
For Date Range, pick dates on the calendar or use a quick-select. For the multi-select filters, type in the Search field to narrow the list (partial, case-insensitive), then tick the options you want. Select All and Clear act on the currently visible options and keep the dropdown open.
Clicking the same filter button again toggles the dropdown closed without applying changes.
Read and remove active filters
When any filter is set, an Active Filters row appears below the buttons. Each selected value shows as a removable badge in the order it was applied, formatted Filter Type: Value — for example Account: MT5-001 or Date: Nov 1 - Nov 14, 2025.
Click the X on a badge to drop that single value. The report refetches instantly and all tabs update.
Clear everything
A Clear All button sits in the Active Filters row and appears only while at least one filter is active. Clicking it removes every filter, refetches the report, and hides the row.
Filter on mobile
On small screens the five buttons collapse into one Filters button that shows the total number of selections across all filters. Tapping it opens a bottom drawer where each filter is an accordion section; expanding one collapses the others. Clear All sits at the bottom of the drawer when filters are active.
Closing the drawer — swipe down or tap outside — applies your changes and refetches the report. Active filter badges appear as a horizontally scrollable row beneath the Filters button, each with its own X.
Keep filters across tabs and refreshes
Filter state is shared across all four report tabs, so switching tabs keeps your selections. Every selection also syncs to the page URL, which means:
Browser back and forward restore previous filter states.
Refreshing the page preserves the current filters.
Copying the URL reproduces the same filtered view for you on another device.
The URL carries filters as query params, for example:
If a link contains a value that no longer exists — say a deleted account — that value is silently ignored and the remaining valid filters still apply.
To turn a filtered view into a read-only link others can open, see Share a public report.
Handle empty results
If a filter combination matches no trades, the filters stay applied and the report shows No trades match your filters rather than clearing itself. Widen or clear filters to bring data back. Inside a dropdown, a search with no matches shows No matches found; clearing the search restores the full list.
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