Find, filter, and sort trades

Use search, filters, and sorting to find the trades you need in Trade history.

Search for trades

Use the Search field to search across your trade information.

Enter a number, word, or date. You can search by:

• Trade number
• Trade date
• Value date
• Product name
• Currency
• Amount
• Note

You can combine search criteria to narrow the results. For example, enter 1,000,000 EUR to find trades matching both the amount and currency.

Filter trades

Use filters to narrow the trade list by:

• Value date or trade date
• Outstanding amount
• Company
• Trade status

Filter by date

1. Open the Value date or Trade date dropdown.
2. Select a predefined date range.
3. To use a custom range, select Select specific and specify the dates.

Show trades with an outstanding amount greater than 0

1. Open the Custom dropdown.
2. Under Outstanding amount, select Greater than 0.

Filter by company

If you manage multiple companies:

1. Open the Custom dropdown. 
2. Select the company whose trades you want to view.

Show open or closed trades

1. Open the Custom dropdown. 

2. Under Status, select Open or Closed.

    

Sort trades

1. Select the header of the column you want to sort by.
2. Select the same column header again to reverse the sort order.