Filtering and Sorting

Trading Vault filters are designed for deep journal review, not just simple one-field searches. You can combine account, strategy, symbol, date, execution, risk, result, and performance conditions to isolate the exact trades you want to study.

Filters persist as you move between trade views. Filter trades once, then review the same set in the timeline, calendar, table, stats, insights, and exports.

Filters

Filters can be combined to narrow your journal to the exact trades you want to review. Common filters include:

• Accounts
• Strategies
• Symbols
• Markets
• Direction
• Trade status
• Planned date
• Open date
• Close date
• Sessions
• Tags
• Result
• Profit and percentage values
• Reward:risk and movement values
• Execution count and remaining quantity
• Efficiency and performance values

Each filter is added to the current filter set. Clear filters when you want to return to your full journal.

Review examples

Combined filters are useful when you want to answer specific trading questions, such as:

• Which London-session EURUSD trades used a specific strategy and closed below planned R?
• Which trades had multiple executions, partial closes, or remaining open quantity?
• Which planned trades were never executed?
• Which profitable trades still had poor entry, exit, or total efficiency?
• Which shared group trades used a specific tag, account, or market?

Because the same filtered set flows into charts, stats, table columns, and exports, you can move from a broad question to a precise review without rebuilding the search.

Date filters

Date filters use your selected date range and time zone settings. Planned trades can be filtered by planned date, executed trades by open date, and closed trades by close date.

This makes it possible to answer different questions, such as "What did I plan this week?", "What did I enter this week?", and "What closed this month?"

Sorting

Use the sort menu to order trades by fields such as planned date, open date, close date, symbol, market, direction, strategy, account, status, result, profit, reward:risk, movement, risk, target, duration, execution count, remaining quantity, and efficiency.

In the Table view, click sortable column headings to change the sort order directly from the table.

Filters and exports

Exports use the current filters. Set the filters first, then export the selected trade list, journal archive, or execution rows.