Yes. When your request includes a specific security (e.g., "Show me my trades for AAPL" or "Unrealized gains for AAPL and MSFT"), the system identifies the symbol(s) and applies them as a filter to the applicable sections of your Flex Query (e.g., Trades, Open Positions). You can also include related options and futures for a filtered symbol using the Include Derivatives toggle. Filters are shown in the preview before you save or download your query, and can be added, edited, or removed from there. The same filtering is also available when building a Flex Query in the Classic view.
Does Configure Flex Query with AI support any filtering?
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How do I configure a Flex Query with AI?
What types of requests for Configure Flex Queries with AI are not supported?
Can I view my already created Flex Queries within the Configure with AI view?
Is margin offset provided on a portfolio of long vs. short securities?