Filtering your trades is essential for analyzing performance, spotting strengths and weaknesses, and refining your strategy. TradeReview makes this process simple with flexible filtering tools. By applying filters, you can isolate specific trades, identify trends, and gain insights into how different strategies perform under varying market conditions.
Why Filtering Matters
When your trade history grows, raw data alone can be overwhelming. Filters allow you to cut through the noise and focus on the trades that matter most. Whether you’re reviewing performance by month, evaluating a particular strategy, or checking results for a single stock, filters help you make sense of your trading activity.
Getting Started with Filters:
At the top of your TradeReview dashboard, you’ll find two main filtering tools: the date range selector and the filter button. Together, these give you full control over how your trade history is displayed.
Date Range Filter
Allows you to narrow your view to a specific time period.
Perfect for analyzing:
A single trading session
Weekly or monthly performance
Year-to-date results
Filter Button
Next to the date selector, you’ll find the Filter button. This opens up additional filtering criteria:
Status: View only open or closed trades.
Type: Focus on specific instruments, such as stocks, options, or crypto.
Tags: Filter trades by custom tags you’ve applied — ideal for tracking strategies, setups, or risk categories.
Side: Separate long and short trades to compare performance on each side of the market.
Symbol: Drill into trades involving a particular ticker
Practical Examples
Here are a few ways you might use filters in practice:
Testing a Strategy: Use tags to filter only trades labeled with your “Breakout” strategy and see how they perform over time.
Comparing Market Bias: Filter by “Side” to compare your long vs. short results. Are you stronger in bullish setups or bearish ones?
Asset-Specific Review: Use the “Symbol” filter to isolate trades in AAPL or TSLA and analyze your consistency with that asset.
Monthly Performance Review: Select a monthly date range to check whether your adjustments from last month improved results.