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Overview

Tags provide flexible categorization for your trades. Unlike statuses which track workflow, tags describe characteristics of the trade itself - the setup type, market conditions, mistakes made, or any other attribute you want to track.

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Creating Tags

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From the Trade Form

  1. Open a trade (new or existing)
  2. Click in the Tags field
  3. Type a new tag name
  4. Press Enter to create it

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From Tag Management

  1. Go to Manage > Tags
  2. Click + Add Tag
  3. Enter name and choose color
  4. Click Save

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Tag Colors

Assign colors to make tags visually distinct:
  • Similar tags can share colors (all setup types in blue)
  • Warning tags in red/orange
  • Positive tags in green

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Tag Ideas

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By Setup Type

  • breakout
  • pullback
  • reversal
  • gap-fill
  • trend-continuation

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By Market Condition

  • trending
  • ranging
  • volatile
  • low-volume
  • news-driven

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By Session

  • pre-market
  • open
  • mid-day
  • close
  • after-hours

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By Mistake/Lesson

  • oversize
  • early-entry
  • late-exit
  • FOMO
  • revenge-trade
  • perfect-execution

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By Instrument Type

  • stock
  • options
  • futures
  • forex
  • crypto

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Using Tags

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Applying Multiple Tags

A single trade can have many tags:
  • Setup: breakout
  • Condition: trending
  • Session: open
  • Quality: A+ setup

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Filtering by Tags

  1. Open the filter sidebar
  2. Expand the Tags section
  3. Select one or more tags
  4. Only matching trades appear

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Analyzing by Tags

Use tag filters to answer questions like:
  • “How do my breakout trades perform?”
  • “Do I trade better in trending vs ranging markets?”
  • “What’s my win rate on pre-market setups?”

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Managing Tags

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Editing Tags

  1. Go to Manage > Tags
  2. Click a tag to edit
  3. Change name or color
  4. Save

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Merging Tags

If you have duplicate tags (e.g., “breakout” and “Breakout”):
  1. Edit all trades with the duplicate tag
  2. Replace with the correct tag
  3. Delete the duplicate

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Deleting Tags

  1. Go to Manage > Tags
  2. Click the trash icon
  3. Confirm deletion
Deleting a tag removes it from all trades that had it applied.

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Best Practices

Use lowercase, consistent naming: breakout not Breakout or BREAKOUT.
3-5 tags per trade is usually enough. Too many tags become meaningless.
Decide on your tag categories upfront: setups, conditions, mistakes, etc.
Periodically check which tags you actually use and remove unused ones.

Advanced Filtering

Filter trades by tags.

Pattern Library

Tag patterns for organization.