Search, filter & sort
Once you've logged a stack of trades, you'll want to slice into them quickly. The Trade Log gives you search and a set of filters so you can zero in on exactly the trades you're after.
Search
Use the search box to find trades by:
- Symbol — type a ticker like AAPL or ES to see just those trades.
- Note — search the text in your trade notes to find trades by what you wrote about them.
The table narrows as you type, so you'll see matching trades right away.
Filters
Alongside search, you can filter the table by:
- Side — show only Long or only Short trades.
- Result — show only Win, Break-even (BE), or Loss trades.
- Tag — show only trades carrying a specific tag (a setup or mistake label).
- Account — show only trades from a particular account.
Filters stack, so you can combine them — for example, Short trades that were Losses tagged FOMO — to dig into a specific pattern.
💡 Tip: Filtering by a mistake tag (like a revenge trade or moved stop) is a fast way to see how much those habits are costing you.
How this relates to the Dashboard
The Trade Log filters help you investigate specific trades, while the Dashboard's account filter reshapes your overall analytics. Use the Trade Log when you want to read individual trades; use the Dashboard when you want the big picture.