You may filter the Trades table in order to see part:
The meanings of the options are these:
All: No filtering
Active. View the records for stocks in which you are long.
Active Default: Active stocks for the default account
Account Name: All records for the default account.
Account Type: All records for this type.
Broker : All records for this broker.
Filter. A filter dialog comes up, and you can choose any filter you wish. See below.
Textsearch. Enter a phrase, and it will find records for which this phrase is in the Comments or Notes field. If one of the other filters are selected, only records satisfying that filter will be chosen.
The three options, Account Name, Account Type, and Broker are remembered when you close the program and reopen.
The account name is the account for which you are registered with your broker. You receive statements with this name. Filtering on account permits you to examine your statements.
You may have an IRA account, a Roth account, or whatever. This is Account Type. You may want to see how well your Roth account is doing, comparing it with an ordinary account. You may have several Roth accounts.
You may wish to examine each broker, to see how they do.
You may have a large number of trades, and want to see only some of them. Press Filter, and you can choose whatever you want. In the above example, the word "fooled" appeared in the notes. Use the filter to find this record!
We selected the word "fooled" in the Notes, and set Partial Match Anywhere. Press OK, and the filtered record comes up. To cancel the filtering, press Cancel.