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How to Filter Trades by Date Range

Overview​

View trades from specific time periods for focused analysis.

Steps​

1. Locate Date Filter​

  1. Go to Trades page
  2. Find date range picker in header/toolbar

Screenshot: Date filter location

2. Click Date Picker​

  1. Click on current date range button
  2. Calendar dropdown opens

Screenshot: Date picker open

3. Choose Quick Preset​

Select from common ranges:

  • Today - Current day
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Month - Month to date
  • Last Month - Previous month
  • This Year - Year to date
  • All Time - Complete history

Screenshot: Date presets

4. Or Select Custom Range​

For specific dates:

  1. Click "Custom Range"
  2. Click start date on calendar
  3. Click end date on calendar
  4. Click "Apply"

Screenshot: Custom date selection

5. View Filtered Trades​

  • Trades list updates
  • Shows only trades in selected period
  • Summary recalculates
  • Count updates

Screenshot: Filtered results

Success!​

Viewing trades from your selected date range.

Date Filter Features​

Smart Presets​

⚡ One-click filtering
⚡ Common periods pre-defined
⚡ Save time over manual selection
⚡ Updates all metrics

Custom Flexibility​

📅 Pick any start/end date
📅 Analyze specific weeks
📅 Compare exact periods
📅 Historical deep-dive

What Gets Filtered​

Affected Data​

✅ Trades list
✅ P&L summary
✅ Win rate
✅ Trade count
✅ All statistics
✅ Charts and graphs

Not Affected​

❌ Account selection
❌ Other filters (symbols, tags)
❌ Sort order
❌ View mode

Common Use Cases​

Daily Review​

Today filter:

  • Check intraday performance
  • Review today's trades
  • Monitor real-time results

Weekly Analysis​

Last 7 Days filter:

  • Week's performance
  • Pattern identification
  • Weekly goals tracking

Monthly Review​

This Month filter:

  • Month-to-date P&L
  • Monthly targets
  • Strategy performance

Annual Analysis​

This Year filter:

  • Year-to-date results
  • Long-term trends
  • Annual goals

Screenshot: Use case examples

Combining with Other Filters​

Multiple Filters​

Date + Symbol:

  1. Set date range first
  2. Then filter by symbol
  3. See specific stock in period

Date + Tags:

  1. Set date range
  2. Filter by tag (e.g., "Breakout")
  3. See tagged trades in period

Date + Status:

  1. Set date range
  2. Filter by Wins/Losses
  3. Analyze performance type

Clear Date Filter​

Reset to All Time​

  1. Click date picker
  2. Select "All Time"
  3. Or click "Clear Filter" ❌

Date Display Format​

Format: DD/MM/YYYY​

  • Indian date format
  • Example: 30/10/2024
  • Consistent across app
  • IST timezone

Quick Tips​

  • Use presets for speed
  • Custom range for specific analysis
  • Combine with other filters
  • Date shown in IST
  • Filter persists during session

Keyboard Shortcuts​

  • D: Open date picker (if enabled)
  • Esc: Close without applying
  • Enter: Apply selected range

Relative vs Absolute​

Relative Dates​

"Last 30 Days" updates daily:

  • Today is always included
  • Rolls forward automatically
  • Dynamic period

Absolute Dates​

Custom "01/10/2024 to 30/10/2024":

  • Fixed period
  • Doesn't change
  • Historical analysis

Next Steps​

Troubleshooting​

No trades in range? Trades may not exist for that period
Filter not applying? Click Apply button
Wrong dates showing? Check timezone
Can't select future dates? Only past/today allowed
Need help? Contact support@tradelyser.com