Filters let you drill down into your trades and reports so you can spot patterns, track specific strategies, and refine your trading performance. With just a few clicks, you can combine filters to uncover exactly the insights you’re looking for.
👉 You’ll find the Filters button in the top bar TradeZella Screen
The 3 Main Filter Types
Main Filters – advanced trade filters (General, Tags, Day & Time, Playbook, Zella Insights Beta*).
Date range – focus on trades within a custom timeframe.
Account – view trades from one or more connected accounts.
Main Filters
Click the Filters dropdown to reveal a full toolkit for customizing your view.
General Filters:
Drill into trade details like:
Instrument
Intraday / Multiday
Open / Closed
Reviewed / Unreviewed
Side (Long / Short)
Symbol
Status
Trade rating
Exit price
Entry price
R-Multiple
Position size
Volume
Excluding (remove specific items from results)
Tags:
Filter trades by your custom tags and categories — perfect for tracking strategies, setups, or notes you’ve added.
Day & Time:
Spot time-based trends by filtering for:
Day of the week
Month
Duration (minutes)
Entry time
Exit time
Playbook
See only the trades linked to specific playbooks you’ve created.
Zella Insights Beta*:
Harness AI-powered insights to filter trades based on TradeZella’s automated analysis.
Date Range
The Date Range filter helps you quickly focus on the time period that matters most. Whether you’re reviewing short-term performance or analyzing long-term trends, you can choose from preset options or create your own.
Account
If you’ve connected multiple brokers or trading accounts, you can filter trades by account to isolate performance.
Pro Tip:
Most filters work across all tabs, though a few may vary depending on the report or page.
Combine filters for maximum insights. Example: Intraday trades on AAPL during the last 30 days with an R-Multiple above 2.
Save your favorite filter combos to quickly revisit them later (coming soon 👀).
👉 Want to learn how other traders are filtering their data? Join our Discord community and share your setup.
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!