Tags and categories
How to use this page
Section titled “How to use this page”Open Account → Tags (Tags). Tags let you label trades by setup, mistake, emotion, or any system you choose. Categories group related tags so reports stay readable.
Create and manage tags
Section titled “Create and manage tags”- Open Tags in Account.
- Create a category (optional but recommended), e.g. “Setups” or “Mistakes”.
- Add tags inside a category (or uncategorized if you prefer).
- Edit or delete tags when your process changes.
You can also apply tags while creating or editing a trade — see Viewing a trade and manual entry.
Using tags in analysis
Section titled “Using tags in analysis”- Filter the trade list by tag — How to filter trades
- Open Reports → Tags to compare performance by tag — Tags report
- Prefer a small, consistent set of tags over dozens of one-offs
- Tag both wins and losses so reports reflect process, not only outcomes
- Combine tags with strategies when a setup needs both a named strategy and ad-hoc labels