Step 1
Head to your portfolio screen. (Click to zoom image)
Step 2
Select the portfolio in which you wish to filter transactions in and then chose the "Transactions" tab.
Step 3
Click on the blue filter icon on this page and a large menu of filter options will pop up.
Step 4
Filter out by Transaction Type by clicking on the "All" checkmark to uncheck all transaction types.
Step 5
Chose the Transaction Type in which you wish to filter by. In this example, we are filtering by "Send" type transactions.
Step 6
To next filter by transaction date, we will click on the empty bubble on the first "Start Date" line to set up our starting date of choice.
Step 7
Select the calendar icon to select your starting date.
Step 8
Chose your starting date and then repeat the same process for your ending date.
Step 9
Click on the blue "Apply" button on the bottom right corner of the menu and your transactions are now filtered.
