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Add filter to the Trades view #1597

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iwalucas opened this issue Jun 14, 2020 · 3 comments · May be fixed by #4005
Open

Add filter to the Trades view #1597

iwalucas opened this issue Jun 14, 2020 · 3 comments · May be fixed by #4005

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@iwalucas
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Hello, could you add the filtering options on the Trade view?

I use that for tax reporting and usually I have to download and filter it on excel.

My usual filters (which may be a good insight if you think thats a good feature):

Filter by date range (applied on the Close Date)
Filter by the regular filter on the other views under Performance
@iwalucas iwalucas changed the title Add filter to the Trade view Add filter to the Trades view Jun 14, 2020
@chriham
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chriham commented Dec 3, 2020

I would agree to that and just make another consideration:

Add a filter button to just show the open/closed trades in the list.

@debegr92
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That would be a great feature! The CSV export should then only export the current filtered trades.
Maybe we can add filters like in Excel? So that every column can be filtered?
A filter for the holding period would be great.

@metal450
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Also: it would be nice to be able to filter by custom sets of accounts (i.e. this makes it possible to filter only taxable accounts, for instance). We can currently do this on the Earnings & Expenses screen.

@metal450 metal450 mentioned this issue Mar 24, 2021
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@flywire flywire mentioned this issue Aug 7, 2021
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@metal450 metal450 mentioned this issue May 1, 2024
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@mierin12 mierin12 linked a pull request May 8, 2024 that will close this issue
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Add portfolio filter in Trades view mierin12/portfolio
4 participants
@chriham @metal450 @iwalucas @debegr92