Views & Filtering

Narrow your trade list with filters that work across both calendar and table views.

Why Filtering Matters

Most traders look at their journal as one giant list and try to draw conclusions from it. That almost never works. Your XAUUSD scalps, your GBPUSD swing trades, and your NAS100 breakout plays all have completely different profiles. Lumping them together gives you averages that describe none of them accurately.

Filtering lets you isolate specific slices of your trading so you can ask targeted questions. Instead of “How am I doing overall?” you ask “How am I doing on gold shorts this month?” or “What happens when I trade while feeling anxious?” That level of specificity is where real self-improvement starts.

Without filters, you are stuck with a vague sense that things are going well or poorly. With filters, you get precise answers. And precise answers lead to precise changes in your process.

Real-Life Scenarios

Is gold actually working for you? You have a feeling that your XAUUSD trades are profitable, but you have never checked. You filter by Instrument: XAUUSD and discover that your win rate is 62%, but your average loser is 1.8x your average winner. Gold is making you money, barely — but tightening your stop-loss management on gold alone could change everything.

Measuring the cost of FOMO. You tagged some trades with the “FOMO” emotion over the past two months. Filter by Emotion: FOMO and the numbers are brutal — 28% win rate, -$1,740 total P&L. That is not a feeling anymore, it is a fact. Now you have a concrete reason to walk away when you feel the urge to chase.

Reviewing last month before this month starts. First day of the month. Filter Date Range to the previous month, then look at your results. You notice your first-week trades are consistently stronger than your last-week trades. Maybe you are getting fatigued or sloppy by month-end. That is a pattern you would never spot without isolating the time range.

Basic Filters

Date Range — Set from/to dates to view a specific period
Instrument — Filter to specific trading instruments
Direction — Buy only, Sell only, or both
Result — Win, Loss, Break-even, or any combination
Latest Week — Quick filter showing only the current week’s trades

Advanced Filters (Starter/PRO)

RR Range — Filter by risk-reward ratio (e.g., only trades above 1:2)
P&L Range — Filter by dollar P&L
Lot Size Range — Filter by position size
Emotion — Filter by tagged emotion (PRO)
Setup — Filter by setup type (PRO)
Mistakes — Filter by mistake tags (PRO)

Filter Logic

Combine multiple filters with AND logic — all conditions must match. Use the Invert toggle to show trades that do NOT match your filter criteria.

The Invert toggle is particularly useful for exclusion-based analysis. For example, set a filter for your “A+ setup” and invert it to see how all your non-A+ trades perform. If the difference is dramatic, you know exactly where to focus.

Common Filter Combinations

Here are practical filter stacks for common analysis tasks:

“Show me all losing sells on EURUSD this month” Instrument: EURUSD + Direction: Sell + Result: Loss + Date Range: this month. This tells you whether your short thesis on EUR is actually playing out or if you are fighting the trend.

“How do my high-RR trades perform?” RR Range: 2.0 and above + Result: all. Check whether you are actually holding winners to target or cutting them early. If most of your 2R+ setups end as break-evens, your trade management needs work.

“What is the damage when I break my rules?” Mistakes: any tag + Result: all. Compare the win rate and average P&L to your clean trades (use Invert to see the clean set). This gives you a dollar figure for the cost of indiscipline.

“Am I profitable on crypto or just busy?” Instrument: BTCUSD (or ETHUSD) + Result: all. Some traders take dozens of crypto trades per month and assume they are profitable because of a few big winners. Filtering isolates whether the net is positive or if you are just churning.

“Friday performance check” Date Range: set to only Fridays over the past month (filter one Friday at a time or export and analyze). Many traders underperform on Fridays due to reduced liquidity, weekend gap risk, or end-of-week fatigue.

How to Use Filtering Effectively

Start with a question. Do not open filters and randomly toggle things. Begin with something specific: “Am I better at buys or sells on NAS100?”
Apply the minimum filters needed. One or two filters usually answer most questions. Stacking too many narrows your sample size to the point where results are not meaningful.
Check sample size. If your filter returns only 3 trades, the data is not telling you much. You need at least 15-20 trades for a pattern to be worth acting on.
Compare with and without. Use the Invert toggle to see both sides. “Trades with mistakes” vs. “clean trades” is far more powerful than looking at either group alone.
Save your findings. When a filter reveals something important, write it down or note it in your trade notes. Insights are worthless if you forget them by next week.

Journal Switching

If you have multiple journals (Starter/PRO), switch between them from the journal selector dropdown. Each journal has independent filters.

This is useful if you keep separate journals for different accounts, strategies, or asset classes. For example, you might have one journal for your funded account and another for your personal account. Filtering within each gives you a clean performance picture without cross-contamination.

Import/Export JSON (Starter/PRO)

Export your trade data as JSON for backup or analysis in external tools. Import JSON to restore trades or migrate data between journals.

Export — Downloads all trades in the current journal as a JSON file
Import — Upload a JSON file to add trades to the current journal

A good habit: export a backup at the end of each month. It takes two seconds and gives you a safety net if anything ever goes wrong. Some traders also export filtered subsets to run custom analysis in spreadsheets or Python scripts.