My data has disappeared

You had trades on this page and now you do not, or you have some and you know there should be more. In nearly every case the trades are exactly where they were and something is narrowing what the page reads.

The two controls that scope every page

Trading accounts sits in the top bar and the date selector is the calendar button in the page toolbar directly below it. Both are stored PREFERENCES rather than parts of the page address. That has three consequences worth knowing before you go looking for a bug.

• They are shared across the whole product — the choice is kept against the domain, not against one app. Narrow to one account in the Tracker and the Portfolio is already narrowed when you open it.
• They outlive the session — a selection made a fortnight ago is still in force. This is the single most common cause of “it was fine last month”.
• They are not in the link you send — a colleague opening your URL reads it at THEIR scope, not yours. Back does not step through them either, because a preference is not a location.

The picker has three states, and they mean different things

• All — do not narrow. It is resolved against what you own at the moment the page renders, so an account you link in another tab is included immediately rather than being left out until you tick it.
• Some — the named accounts and no others. This is the state that hides things.
• None — you unticked every row. It is a real choice rather than an accident of an empty list, and it produces genuinely empty dashboards until you tick something.

What to check, in order

1. 1Demo Mode — a DEMO badge in the top bar means every figure on screen is sample data. The switch is inside the Trading accounts drawer, labelled “Demo Mode – Preview with sample data”. It is stored per browser, so it does not follow you between machines.
2. 2The account picker — open Trading accounts. The badge in the navbar counts what is ticked. An unticked row reads Inactive — that badge tracks the tick, not the broker connection, so Inactive never means the account has stopped syncing. It is the Tracker and Intelligence that read the ticks. In the Portfolio the same button opens Portfolio Accounts, which lists platforms and holds no ticks — and the picker does not narrow the Portfolio’s figures anyway, because those are computed over the platforms you registered rather than over trading accounts.
3. 3The date range — the default is the first of the current month through today. If today is the 2nd, a performance dashboard is two days wide. Pick a wider window and see whether the rows come back before you look any further.
4. 4Whether this page reads a range at all — Tracker Performance, Journal and Reports; Portfolio Dashboard, Transactions and Budget; and the Economic Calendar. Trades is the exception among these — it honours its own date bounds instead, which is the next check. Everything else describes a position or a relationship rather than a window.
5. 5The page’s own filters — the Trades table narrows itself with its own search box, its facets and its own date bounds, all of which live in that page’s address — so the navbar range does not move its rows. Applied facets show as removable chips in the toolbar beside the search box; clearing them is the fastest way to prove a filter is the cause.
6. 6Whether the trades are still open — a date-bounded read compares the EXIT time, and a position that has not closed has no exit time, so it matches no bounded window. That is why the Recent Trades widget shows closed trades only. Open positions are on the Trades table without a date filter.
7. 7A sync gap — if the missing rows are recent and one account is quiet while the others are current, that is a connection rather than a filter.
8. 8The account itself — if you deleted an account, its trades went with it in the same step. Deleting is the one control here that does remove rows, and it says so before it does.

Two messages that mean the picker refused

• “You have more accounts than this panel can list…” — past a hundred accounts the drawer reads one page and will not edit a selection it cannot see all of, because a partial list would quietly drop the accounts below the fold. Your saved selection is still what the dashboards use.
• “That selection is too large to keep in this browser…” — the selection could not be stored, so the previous one is still in force. Selecting fewer accounts is the way through it.

On a shared browser

A stored selection is tagged with the account that made it. If someone else signs in on the same browser, their pages do not inherit your accounts — the value is refused and the selection is re-read from your own account instead. Signing out clears it too.

When to tell us

When you have widened the date range to a year, ticked every account, turned Demo Mode off, and a day you remember trading is still empty on Reports. Say which account, which day, and what you expected to see — that is enough to look at the fills directly.