How to Filter Transactions by Wallet Type

Created by Richard Pasquin, Modified on Mon, 27 Nov, 2023 at 4:34 PM by William Kinash

Step 1

Head to your portfolio screen and select the portfolio in which you wish to filter transactions. (Click to zoom image)

Step 2

Next, click on the the "Transactions" tab.

Step 3

Click on the filter icon on this page and a large menu of filter options will pop up.

Step 4

Filter out a wallet by selecting "Selection or View" on the Wallets line.

Step 5

Click on the "Select None" option on the top left corner of the menu.

Step 6

After clicking on the "Select None" option, all the wallets are now deselected. When filtering transactions by wallet, you can select one wallet to see all the transactions coming only from that one wallet or you can select multiple wallets to see the tied transactions. In this example, we are selecting only one wallet to filter transactions.

Step 7

Click the "Go Back" button on the top right corner of the menu.

Step 8

Click on the blue "Apply" button on the bottom left corner of the menu and your transactions are now filtered.