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Raw trade data is noise. Ten thousand rows of entries, exits, and P&L numbers tell you nothing on their own - the insight is always in a specific subset. The trades you took on Mondays. The ones where you held longer than an hour. Every FOMO mistake from last quarter. Your Breakout strategy on high-volume days.
Filters in TraderInsight.pro let you define exactly that subset - any combination of properties across dates, profits, prices, tickers, sides, statuses, and your own custom tags - and save it with a name so you can reuse it anywhere. Apply it to your trade list to review matching trades, attach it to a performance report to analyze that group over time, or use it in a comparison report to stack it against another filter.
Every filter is scoped to an asset class. Your stocks filters live with your stocks, your options filters with options, your futures filters with futures. The properties available always match the asset you're working with, so filters stay relevant and your reports stay clean.
01
Filter by any property on your trades
Date and time, entry and exit price, hold duration, gross and net profit, per-share profit, tickers, side, status, stop and target levels - every property is available as a filter condition. Properties are organized into groups so finding what you need is fast, even when you're building complex filters.
02
Filter by your custom tags and tag groups
Every tag group and tag you've created is available as a filter condition. Filter for a specific strategy, a specific mistake, a combination of both, or any other dimension you track.
03
Save filters and reuse them everywhere
Give a filter a name and an optional description and it's saved. Apply it to your trade list to review matching trades, use it to generate a performance report, or pull it into a comparison report alongside other filters.
How to get the most out of Filters
Filters are the foundation of everything else in TraderInsight.pro. They let you define exactly the trades you want to analyze, and then use them to generate performance reports and comparison reports.
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Create filters for each strategy
One filter per strategy is the foundation of everything else. Performance reports, comparison reports, and trade reviews all get more useful from there.🚫
Create a filter for each mistake
Tag your mistakes consistently and build a filter for each one. You'll always know exactly how many times you made it and what it cost you.📝
Name filters clearly
Use the description field to define what a filter captures. Future you will thank you when you have twenty filters and need to know which one to use.📅
Build date-based filters for reviews
Create filters for specific sessions, time windows, or hold durations you want to monitor regularly. Apply them to your trade list after every import.⚡
Apply filters to your trades list
Before building a report, apply the filter to your trade list and scroll through the results. Make sure it's capturing exactly the trades you intended.📊
Turn filters into performance reports
Every filter automatically gets a performance report. The filters you care about most are already generating the data you need to improve.⚔️
Stack filters in comparison reports
Once you have filters for your top strategies or biggest mistakes, pull them into a comparison report and see how they rank against each other.🔁
Update filters as your trading evolves
Your strategies and tags will change over time. Keep your filters up to date so your reports always reflect how you're actually trading right now.🔗
Combine multiple conditions in one filter
A strategy tag plus a hold duration range plus a profit floor - stack conditions to get extremely specific about the trades you want to analyze.🧹
Audit your filters periodically
Remove filters for strategies you've stopped trading and update ones that no longer match your current setup. Clean filters make clean reports.🎯
One filter, one question
The most useful filters are built around a single clear question. 'What are my Breakout trades on high volume days?' is better than a filter that tries to answer everything at once.Frequently Asked Questions
Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.
What properties can I filter by?
Any property on your trades - entry and exit date and time, hold duration, gross and net profit, per-share profit, entry and exit price, stop and target levels, tickers, side, status, and all your custom tags and tag groups - pretty much everything is filterable.
Are filters scoped to a specific asset class?
Yes. Every filter is tied to an asset class - stocks, options, futures, and more. The properties available always match the asset you're working with. The dashboard allows checking the performance across all main asset types.
Can I reuse a filter across different parts of the app?
Yes. Save a filter once and apply it to your trade list, attach it to a performance report, or use it in a comparison report. The same filter works everywhere.
Can I filter by my custom tags?
Yes. Every tag group and tag you've created is available as a filter condition - strategies, mistakes, market conditions, or any other dimension you track.
Can I update a filter after saving it?
Yes. Edit any saved filter at any time. Changes are reflected everywhere the filter is used - trade list, performance reports, and comparison reports.
How is a filter different from a performance report?
A filter defines a group of trades based on conditions you set. A performance report takes that filter and shows you the analytics for that group - win rate, P&L, R:R, and more - including date range comparisons.
Can I combine multiple conditions in one filter?
Yes. Combine as many conditions as you need - for example, a specific strategy tag, a minimum hold duration, and a profit range - to narrow down exactly the trades you want to analyze.
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