Filters Reference

Comprehensive guide to all API filters and query parameters

Overview

This page provides a comprehensive reference for all filters and query parameters available across My Prop Journal API endpoints. Filters help you narrow down results, search content, and retrieve exactly the data you need.

Universal Parameters

These parameters are available on all LIST endpoints:

ParameterTypeDefaultDescription
limitinteger20Number of results per page (1-100)
offsetinteger0Pagination offset for results

Accounts Filters

Endpoint: /api/v1/accounts

ParameterTypeValuesDescription
typestringprop, retailAccount type
archivedstring/booleanall, active, archived, true, falseFilter by archive status
firmstringfirm nameFilter prop accounts by firm name
account_typestringevaluation, funded (prop) or individual, joint, etc. (retail)Account type classification
statusstringvaries by account typeAccount status
searchstringany textSearch account number, nickname, or firm
sort_bystringbalance, net_pnl, created_at, account_number, account_size, gross_pnlSort field
sort_orderstringasc, descSort direction

Examples:

GET /api/v1/accounts?type=prop&archived=active&firm=FTMO&sort_by=balance&sort_order=desc
GET /api/v1/accounts?type=retail&search=savings&sort_by=current_balance

Trades Filters

Endpoint: /api/v1/trades

ParameterTypeValuesDescription
account_idstringUUIDFilter by specific account
instrumentstringsymbolFilter by ticker/symbol
directionstringlong, shortTrade direction
outcomestringwin, loss, breakevenTrade result
tagsstringcomma-separated UUIDsFilter by tag IDs
strategy_idstringUUIDFilter by strategy
playbook_idstringUUIDFilter by playbook
start_datestringYYYY-MM-DDEntry date start
end_datestringYYYY-MM-DDEntry date end
min_pnlnumberdecimalMinimum P&L
max_pnlnumberdecimalMaximum P&L
min_rrrnumberdecimalMinimum risk-reward ratio
max_rrrnumberdecimalMaximum risk-reward ratio
has_notesbooleantrue, falseHas trade notes
has_writeupbooleantrue, falseHas associated write-up
searchstringany textSearch notes, instruments, or accounts
sort_bystringentry_date, pnl, rrr, durationSort field
sort_orderstringasc, descSort direction

Examples:

GET /api/v1/trades?account_id=uuid&outcome=win&min_pnl=100&tags=uuid1,uuid2
GET /api/v1/trades?direction=long&has_writeup=true&sort_by=pnl&sort_order=desc
GET /api/v1/trades?start_date=2024-01-01&end_date=2024-01-31&strategy_id=uuid

Trade Write-ups Filters

Endpoint: /api/v1/trade-writeups

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
trade_group_idstringUUIDFilter by specific trade
tagsstringcomma-separated UUIDsFilter by tag IDs
start_datestringYYYY-MM-DDCreation date start
end_datestringYYYY-MM-DDCreation date end
searchstringany textSearch title or content
content_formatstringjson, html, markdownResponse content format
include_mediabooleantrue, falseInclude extracted media URLs

Examples:

GET /api/v1/trade-writeups?account_id=uuid&search=breakout&content_format=markdown
GET /api/v1/trade-writeups?tags=uuid1&include_media=true

Trade Plans Filters

Endpoint: /api/v1/trade-plans

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
tagsstringcomma-separated UUIDsFilter by tag IDs
start_datestringYYYY-MM-DDCreation date start
end_datestringYYYY-MM-DDCreation date end
searchstringany textSearch title or content
content_formatstringjson, html, markdownResponse content format
include_mediabooleantrue, falseInclude extracted media URLs

Examples:

GET /api/v1/trade-plans?search=quarterly&content_format=markdown&include_media=true

Strategies Filters

Endpoint: /api/v1/strategies

ParameterTypeValuesDescription
typestringentry, exit, bothStrategy type
tagsstringcomma-separated UUIDsFilter by tag IDs
searchstringany textSearch name or description
content_formatstringjson, html, markdownResponse content format
include_mediabooleantrue, falseInclude extracted media URLs

Examples:

GET /api/v1/strategies?type=entry&search=breakout&content_format=html

Report Cards Filters

Endpoint: /api/v1/report-cards

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
period_typestringdaily, weekly, monthly, quarterly, yearlyReport period
tagsstringcomma-separated UUIDsFilter by tag IDs
start_datestringYYYY-MM-DDPeriod start date filter
end_datestringYYYY-MM-DDPeriod end date filter
searchstringany textSearch title or content
content_formatstringjson, html, markdownResponse content format
include_mediabooleantrue, falseInclude extracted media URLs

Examples:

GET /api/v1/report-cards?account_id=uuid&period_type=monthly&start_date=2024-01-01

Chart Books Filters

Endpoint: /api/v1/chart-books

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
strategy_idstringUUIDFilter by strategy
playbook_idstringUUIDFilter by playbook
tagsstringcomma-separated UUIDsFilter by tag IDs
searchstringany textSearch title or notes

Examples:

GET /api/v1/chart-books?strategy_id=uuid&search=SPY&tags=uuid1

Playbooks Filters

Endpoint: /api/v1/playbooks

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
tagsstringcomma-separated UUIDsFilter by tag IDs
searchstringany textSearch name or description
content_formatstringjson, html, markdownResponse content format
include_mediabooleantrue, falseInclude extracted media URLs

Examples:

GET /api/v1/playbooks?search=momentum&content_format=markdown

Payouts Filters

Endpoint: /api/v1/payouts

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
firmstringfirm nameFilter by prop firm
statusstringpending, processing, completed, failedPayout status
start_datestringYYYY-MM-DDPayout date start
end_datestringYYYY-MM-DDPayout date end
searchstringany textSearch reference, account, or status
include_cumulativebooleantrue, falseInclude cumulative calculations

Examples:

GET /api/v1/payouts?firm=FTMO&status=completed&include_cumulative=true
GET /api/v1/payouts?start_date=2024-01-01&end_date=2024-01-31&search=PAYOUT

Documents Filters

Endpoint: /api/v1/documents

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
categorystringpayout-confirmation, evaluation-pass-certificate, account-scale-certificate, receiptDocument category
start_datestringYYYY-MM-DDUpload date start
end_datestringYYYY-MM-DDUpload date end
searchstringany textSearch document name or account number

Examples:

GET /api/v1/documents?category=payout-confirmation&account_id=uuid
GET /api/v1/documents?search=certificate&start_date=2024-01-01

Performance Filters

Endpoint: /api/v1/performance

ParameterTypeValuesDescription
account_idstringUUIDFilter by account
start_datestringYYYY-MM-DDDate range start
end_datestringYYYY-MM-DDDate range end
instrumentstringsymbolFilter by instrument
strategy_idstringUUIDFilter by strategy
tagsstringcomma-separated UUIDsFilter by tag IDs

Detailed Performance: /api/v1/performance/detailed

Additional parameters for granular metrics.

Calendar Performance: /api/v1/performance/calendar

Additional parameters: year, month

Grouped Performance: /api/v1/performance/grouped

Additional parameter: group_by (instrument, strategy, tag, day_of_week, hour_of_day)

Filter Combination Rules

  1. Multiple filters are combined with AND logic

    GET /api/v1/trades?outcome=win&direction=long
    # Returns: trades that are BOTH wins AND long
    
  2. Comma-separated values use OR logic

    GET /api/v1/trades?tags=uuid1,uuid2
    # Returns: trades with uuid1 OR uuid2
    
  3. Search uses OR logic across fields

    GET /api/v1/trades?search=AAPL
    # Searches: notes OR instruments OR account numbers
    
  4. Date ranges are inclusive

    GET /api/v1/trades?start_date=2024-01-01&end_date=2024-01-31
    # Returns: trades from Jan 1 through Jan 31 (inclusive)
    

Best Practices

  1. Use specific filters - Narrow down results as much as possible for faster responses
  2. Combine filters - Use multiple filters together to get exactly what you need
  3. Paginate large result sets - Always use limit and offset for large queries
  4. Cache filter results - Cache commonly used filter combinations
  5. URL encode values - Always URL encode filter values (spaces, special characters)
  6. Test filters - Test filter combinations before relying on them in production

Filter Examples by Use Case

Get Recent Winning Trades

GET /api/v1/trades?outcome=win&sort_by=entry_date&sort_order=desc&limit=10

Find All Trades for a Strategy

GET /api/v1/trades?strategy_id=uuid&start_date=2024-01-01

Get Completed Payouts This Month

GET /api/v1/payouts?status=completed&start_date=2024-01-01&end_date=2024-01-31

Search Documentation

GET /api/v1/documents?search=certificate&category=evaluation-pass-certificate

Get Active Funded Accounts

GET /api/v1/accounts?type=prop&archived=false&account_type=funded