Sorting: click a column header to sort ascending, click again for descending, click a third time to remove it. Hold Shift while clicking to add second and third sort levels.
Text filters: use wildcards with * and ?. Example: AM* or *2027*.
Numeric filters: use values like >100, <=0, 50.
Date filters: use either wildcards like 2025-07* or comparisons like >2025-01-01.
| Type | Security | Underlying | Qty | Avg Price | Cost Basis | Market Price | Market Value | Gain $ | Gain % | CAGR % | Days Since Buy | LTCG | Buy Time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|