Shared Filters Across TraderWaves

1. Account or portfolio — chosen in the workspace selector, not inside the Filter modal.
2. Date or day — a range for broader analysis, or a separate selected date in Daily Journal.
3. Trade filters — instrument, direction, profit range, hold time, volume, comment, origin and magic number where supported.
4. Journal filters — rating plus strategy, mistake and custom tags.

A page can only calculate from records that remain after its supported scope is applied.

1. Choose the account or portfolio you want to analyse.
2. Open the Filter control from a supported workspace page.
3. Select Trade filters or Journal filters.
4. Choose the values you want and apply the filter set.
5. Review the active filter ribbon before interpreting the result.

Remove one ribbon item, deselect values in the modal, or use Clear Filters to widen the sample again.

Dashboard, Trade History, Reports and supported Charts trade context use the shared filtering contract. The control can remain active as you move between these surfaces, but each product only applies filters supported by its own data contract.

Daily Journal uses its own selected day. Dashboard templates can also carry template-specific filters that temporarily override the global set. Always inspect the visible ribbon and date before comparing two pages.

Setup is not a dedicated filter field today. The closest supported representation is a consistent strategy tag. Session is also not a picker in the shared Filter modal; session widgets and Reports breakdowns analyse session context from the selected sample.

Use strategy tags for the repeatable idea being traded, mistake tags for execution problems, and custom tags only when an existing system group does not express the review context.

Trade-level metrics can usually be recalculated from the filtered trades. Account-equity and cash-flow metrics may reject trade or journal filters because removing selected trades would make the account curve, deposits or withdrawals internally inconsistent.

Reports shows those metrics as unavailable rather than zero. Clear the unsupported filter or switch to a trade-level metric. See Reports availability states for more detail.

The current profit-range filter uses the raw profit field, while many displayed totals prefer net realised P&L after commission, fees and swaps. A trade can therefore qualify for a profit filter on one basis while contributing a slightly different amount to a displayed total.

Treat the filter as a way to select trades, then use the metric's own definition to understand the displayed calculation.

Applied trade and journal filters are stored for the signed-in user in browser storage. The last account or portfolio is restored for the current session, while only an account can be starred as the durable default. Date settings use their own persistence rules, and custom ranges are not retained indefinitely.

If a page opens with unexpected results, check the selected entity, date and active filter ribbon before assuming data is missing.

AI-assisted filtering can translate a natural-language request into the same supported filter contract where the user has the separate Pro ai_filter capability. It does not create unsupported dimensions or change how metrics are calculated.

AI filters are separate from individual AI Trade Insights and from Wave AI chat.