- At the top left of the Trades or Dashboard section, you’ll see filter chips such as “Symbol,” “Status,” and “Assets.” Click the “+” icon next to them to see all available filter categories.
- In the left column of the popup, pick a category (e.g., “Symbol,” “Setup,” “Side,” “Status,” “Mistake,” “Custom Tags,” “Assets,” “R Multiple,” “Year,” “Month,” “Day“).
- In the right column, check the box next to each value you want to filter by (or click “Select All“). The trades list and PnL stats update immediately as you check or uncheck values — there’s no separate save step.
- To remove a single filter, click its chip’s “✕.” To remove all filters at once, click “Clear All.”
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