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Overview

Saved Views let you store your filter, sort, and display configurations for instant recall. Instead of manually setting up the same filters every time, save them once and switch with a single click.

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Creating a Saved View

1

Set up your filters

Configure the filters, sort order, and display settings you want to save.
2

Click Save View

Click the Save View button in the toolbar.
3

Name your view

Enter a descriptive name (e.g., “Last Week’s Losses”, “AAPL Trades”, “Unreviewed”).
4

Save

Click Save. Your view is now available in the views dropdown.

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What Gets Saved

A Saved View stores:
  • Filters - All active filter selections
  • Sort order - Column and direction
  • View type - List, Board, or Table
  • Display settings - Card options, grid columns

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Loading a Saved View

  1. Click the Views dropdown in the toolbar
  2. Select your saved view
  3. All settings are instantly applied

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Managing Saved Views

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Set as Default

Make a view load automatically when you open Trades:
  1. Load the view
  2. Click the star icon to set as default

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Rename

  1. Click the edit icon next to the view name
  2. Enter a new name
  3. Save

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Delete

  1. Click the trash icon next to the view
  2. Confirm deletion
Deleting a saved view cannot be undone.

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Example Saved Views

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Review Workflow

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Analysis Views

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Symbol-Specific

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Tips for Effective Views

Create a view for each step in your review process: “To Review” → “In Progress” → “Done”.
Names like “Last Week Winners” are clearer than “View 1”.
Each view should serve a specific purpose. Don’t try to combine too many filters.
Your default view should be what you need most often - usually “Recent” or “To Review”.

Advanced Filtering

Learn about all available filters.

Display Settings

Customize what appears on trade cards.