Interactive Brokers Dashboard

Open Lots

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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.