Where filters apply
Click Filters in My Trades or Summary to open the filter panel. Filters operate on entire trades, which matters for multi-day positions: by default a trade counts on the day it opened, so a trade held across days shows its profit on the opening day unless you change the grouping date.
On a dashboard, filters cascade: settings applied at the board level affect all widgets, and any individual widget can override the board for its own analysis.
Saving and favoriting presets
Once you have a filter combination you like, click Save preset and name it. Your presets are reusable across the section, so you never rebuild the same filter twice.
Star a preset to make it your favorite — a favorite preset is applied automatically every time you return to the section.
Filter logic: exclude, one-of, all-of
Hover a filter and a gear icon appears on the right; click it to switch that filter into manual-input mode and type an exact value.
The = button toggles to ≠, which excludes trades that match the filter instead of including them.
Tag-style filters (like Entry reasons) add a one of / all of switch. With one of, a trade matches if it has at least one of the chosen tags. With all of, every chosen tag must be present on the trade.
Grouping data by date
Use Group data to change the granularity of a view. Group by month or week for the big picture; group by hour or minute to zoom into individual trades and intraday patterns. The default grouping is by date.
Timezone note: statistics use the timezone set in your profile. To match the exchange's clock, set your timezone to UTC.
Opening vs closing date
By default a trade is dated by its opening time. For trades held longer than a day, that puts the profit on the opening day, which is not always what you want.
Change this with the Grouping date filter per widget, or set it once for the whole account in your settings.
Rolling time presets
Pick a rolling period — current day, previous day, current week, current month, and so on — and it updates itself. Choose "current week" and the view resets every Monday; you never have to re-pick the range.