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Overview

EdgeBook’s filtering sidebar lets you slice and dice your trade data with precision. Combine multiple filters to find exactly the trades you’re looking for.

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Filter Categories

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Result

Filter by trade outcome:
  • Win - Profitable trades
  • Loss - Losing trades
  • Breakeven - No profit or loss
  • Open - Currently active trades

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Direction

Filter by position type:
  • Long - Buy positions
  • Short - Sell/short positions

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Workflow Status

Filter by your custom statuses:
  • Select one or multiple statuses
  • Great for finding unreviewed trades

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Execution Type

Filter by how the trade was executed:
  • Real - Actual money trades
  • Paper - Simulated trades
  • Watched - Trades you observed but didn’t take

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Tags

Filter by applied tags:
  • Multi-select supported
  • Find trades with specific characteristics

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Symbols

Filter by ticker symbol:
  • Multi-select supported
  • Find all trades for a specific instrument

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Setups

Filter by strategy setup:
  • Linked to your Strategies
  • See performance by setup type

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Traders

Filter by trader (if using multi-trader):
  • Useful for teams
  • Separate your own trades from others

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Rating

Filter by minimum rating:
  • Slider from 1-5 stars
  • Find your highest-quality trades

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Date Range

Filter by trade date:
  • Presets: Today, Yesterday, Last Week, Last Month, Last Quarter, Last Year
  • Custom: Select specific start and end dates

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Combining Filters

Filters work together with AND logic: Example: Find all winning long trades in AAPL from last month
  1. Set Result = Win
  2. Set Direction = Long
  3. Set Symbol = AAPL
  4. Set Date = Last Month
Only trades matching ALL criteria will appear.

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Reordering Filter Sections

Drag filter sections to reorder them:
  1. Hover over a section header
  2. Drag up or down
  3. Release to set new position
Put your most-used filters at the top for quick access.

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Clearing Filters

  • Clear one filter: Click the X on that filter
  • Clear all filters: Click “Clear All” at the top of the sidebar

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Filter Persistence

Filters remain active as you:
  • Switch between views (List, Board, Table)
  • Open and close trade details
  • Navigate within the Trades section
Filters reset when you:
  • Navigate to a different section (Patterns, Strategies)
  • Refresh the page
  • Load a different Saved View

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Best Practices

Filter to “Last Week” every Monday to review the previous week’s trades.
Filter by specific setups to see which strategies perform best.
Filter to losses only and look for common characteristics.
Use Saved Views to store filter combinations you use frequently.

Saved Views

Save your filter combinations.

Workflow Statuses

Create statuses to filter by.