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add filter by account in the Trades view#5463

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mierin12:add_filter_by_account_in_Trades_view
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add filter by account in the Trades view#5463
mierin12 wants to merge 1 commit intoportfolio-performance:masterfrom
mierin12:add_filter_by_account_in_Trades_view

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@mierin12 mierin12 commented Feb 14, 2026

Closes #1597 for the account part
Issue https://forum.portfolio-performance.info/t/filter-trades-view-by-account/38850
Issue https://forum.portfolio-performance.info/t/weitere-filter-bei-trades-unter-dem-reiter-berichte-fur-einzelne-depots/21955

Hello this is a proposition to add to the Trades view a filter by account.
If I am not mistaken, this works for the general use of the view. The change to the getPorfolio method is to get the correct logo in the portfolio column, as LogoManager does not recognize ReadOnlyPortfolio from a filtered client.

What I am not sure is what to do when we get to the Trades view from the widgets. Currently the widgets comes into the view with a list of trades already collected.

  • What should then happen with such a preselected trades when the account filter is changed on the view ? Should it reset the preselected trades to honor the new account selection ? Should it further filter the preselected trades in case a "smaller" account is selected ? Currently is has no effect, so can be a strange behavior for the user.

  • To be noted that if a filter account is already set on the view and the widget is collecting trades for another account, the activated view will be empty. But this is already the case with the other filtering option (if the view is set as Open Trades only, while the widget looks for Closed Trades -> empty view until Closed Trades is manually selected).
    Instead of setting the input already calculated, should the widget only gives the reference of the filter to apply both for account and Closed Trades ?

I am not sure of the behavior you want to see for this widget-to-view compatibility.

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Add filter to the Trades view

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