Filtering and Organizing Accounts

As you accumulate funded accounts, you'll need ways to find and organize them. The Funded Accounts page provides search, filters, and sorting to help manage your data.

The Search Bar

Located in the toolbar above the accounts table.

What You Can Search

Type to find accounts by:

  • Account name

  • Account number

  • Prop firm name

How It Works

  • Results filter as you type

  • Not case-sensitive

  • Partial matches work

Clearing Search

Click the X in the search bar or delete your text.

Filter Options

Click the Filter button to access filtering options.

Status Filter

Filter by account state:

  • Active

  • Breached

  • Cancelled

Select multiple to see combinations (e.g., all Active and Breached accounts).

Prop Firm Filter

Show only accounts from specific prop firms. Select one or multiple firms.

Funding Type Filter

Filter by how you obtained funding:

  • Evaluation (passed a challenge)

  • Instant (paid for immediate access)

Date Range Filter

Show accounts within a time period based on start date:

  • Last 30 days

  • Last 90 days

  • This year

  • Custom range

Has Payouts Filter

  • Yes — Only accounts with at least one payout

  • No — Only accounts with no payouts

Useful for identifying accounts that have generated revenue vs. those that haven't yet.

Refund Received Filter

  • Yes — Accounts with recorded refunds

  • No — Accounts without refunds

Scaled Account Filter (if applicable)

Some prop firms offer account scaling. Filter for:

  • Scaled accounts

  • Original accounts

Tags Filter

Filter by assigned tags. Select one or multiple tags to show only matching accounts.

Combining Filters

Filters work together. Examples:

"Show me productive FTMO accounts"

  • Prop Firm: FTMO

  • Has Payouts: Yes

"Show me accounts at risk"

  • Status: Active

  • Has Payouts: No (active but not generating revenue yet)

"Show me what I lost this year"

  • Status: Breached

  • Date Range: This year

Clearing Filters

  • Clear all: Click the "Clear Filters" button when filters are active

  • Clear one: Open the filter panel and deselect individual options

A badge on the Filter button shows how many filters are active.

Sorting the Table

Click column headers to sort:

Sortable Columns

  • Account Name (alphabetical)

  • Prop Firm (alphabetical)

  • Account Size (numeric, useful for seeing largest accounts)

  • Status

  • Start Date (chronological)

  • Total Payouts (numeric, useful for seeing top performers)

Sort Direction

  • First click: Ascending

  • Second click: Descending

  • Third click: Default order

Using Tags for Organization

Tags provide flexible categorization beyond standard filters.

Suggested Tag Categories

By market:

  • Forex

  • Futures

  • Indices

  • Crypto

By strategy:

  • Scalping

  • Swing

  • Day Trading

  • Position

By performance:

  • Top Performer

  • Consistent

  • New

  • At Risk

By firm relationship:

  • Primary

  • Secondary

  • Testing

Adding Tags to Accounts

  1. Open the account detail drawer

  2. Find the Tags section

  3. Add existing tags or create new ones

  4. Tags save automatically

Filtering by Tags

  1. Open the filter panel

  2. Select one or more tags

  3. Only matching accounts appear

Organizing Strategies

By Performance

Create tags like "High Performer" and "Low Performer" to quickly identify your best accounts.

By Payout Schedule

If different firms have different payout schedules, tag them: "Weekly Payout," "Bi-weekly Payout," "Monthly Payout."

By Priority

Tag which accounts you're focusing on: "Main Account," "Secondary," "Testing Strategy."

By Risk

Flag accounts that are close to drawdown limits: "Watch Closely," "Safe Margin."

Quick Filters: View Toggles

Above the table, you may see quick toggle buttons:

  • All Accounts — Show everything

  • Active — Only active accounts

  • Archived — Only archived accounts

These provide one-click filtering for common views.

Archived Accounts

Archive accounts you no longer need in your daily view but want to keep for records.

To Archive:

  1. Open the account drawer

  2. Click Archive button

  3. Confirm

To View Archived:

  1. Click "Archived" in the view toggles

  2. Or filter to include archived accounts

To Unarchive:

  1. Find the account in the archived view

  2. Open the drawer

  3. Click Unarchive

Archived accounts:

  • Don't appear in default views

  • Still count in historical metrics

  • Can be restored anytime

Pagination

At the bottom of the table:

  • Choose rows per page (10, 25, 50, 100)

  • Navigate between pages

  • See total count

For faster access to specific accounts, use search or filters instead of scrolling through pages.

Best Practices

  1. Use meaningful names — Make account names descriptive enough to identify at a glance

  2. Tag consistently — Develop a tagging system and stick to it

  3. Archive old accounts — Keep your active view clean

  4. Use filters for reviews — When doing weekly reviews, filter to Active accounts

  5. Sort by payouts — Regularly check which accounts are performing best

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