Filtering by Strategy, Symbol, and Portfolio

Filters apply everywhere

The filter bar at the top of the content area is global: whatever you set carries across Overview, Performance, Stock Basis, and the rest. That means you can answer questions like "how did my cash-secured puts on UNH do this year?" in a couple of clicks.

Strategy filter

Click Strategies to choose which trade types to include. Wheel trades (Covered Call, Cash Secured Put) are grouped separately from directional and spread strategies, and each option shows how many trades match.

Use All / None to toggle everything at once, then check exactly the strategies you want. The active filters appear as removable pills below the bar, and Clear all resets them.

Symbol filter

Click Symbol to restrict everything to one or more tickers — perfect for reviewing a single name across your whole history.

Switching portfolios

The portfolio selector in the sidebar is a filter too. Pick All Portfolios to see the combined picture, or a single account to isolate it.

A worked example

To review this year's covered calls on a specific account:

1. Set the portfolio to that account.
2. Open Strategies → None → check Covered Call.
3. Set the date range to the current year on the Performance screen.

Every metric on every screen now reflects just those trades.