Filtering what you analyze
The analysis filter bar and what each control changes.
The analysis filter bar
Time-filtered screens carry a filter bar at the top. Collapsed it is a single icon (Open analysis filters); expanded it shows every control.
Everything on the screen respects these filters, which is the first thing to check when a number looks wrong. A dashboard that seems to be missing trades is usually a filter, not a data problem.
| Control | What it does |
|---|---|
| Time range filter | The preset span the analysis covers |
| Range in view | The explicit start and end dates, or Full range |
| Symbols | Restrict to selected symbols. All symbols when clear |
| Accounts | Restrict to selected accounts. All accounts when clear |
| Tags | Restrict by tag, in either Include or Exclude mode |
| Side | All, Long, or Short |
| Duration | All, Intraday, or Multiday |
| More | Additional filters when the bar is narrow |
Each popover has a search box and a Clear action.
The tag mode switch is the one worth understanding. Include shows only trades carrying the selected tags. Exclude hides them. Excluding a tag such as anomaly is how you look at your normal trading without deleting the abnormal days.
Time range presets
The preset button offers fixed spans. All of them are anchored to United States Eastern time, because that is the session boundary that matters for equities and because calendar days measured in your local time would split sessions in half.
| Preset | Span |
|---|---|
| None | No time filter |
| This week | From Eastern Monday at midnight through now |
| Week (ET) | The same span, calculated in the analysis engine |
| Today (ET) | The current Eastern calendar day |
| Selected (ET) | The Eastern calendar day you selected in the calendar |
| 7D, 1W, 2W | Rolling short windows |
| This month | Since the first day of the month, Eastern |
| 30D, 60D, 90D | Rolling longer windows |
There is also a custom input, where a value such as 3d applies an arbitrary number of days with Apply. The label then reads Custom range.
Selected (ET) is the preset that links the calendar to everything else: click a day in the calendar and the dashboards follow it.
One caution on short windows. Seven days of trading is not a sample. Judging a change to your process on a week of data is how good rules get abandoned. Use the short windows for review of specific sessions, and the 60 or 90 day windows for judging whether anything is actually improving.