What Are Tags?
Tags are custom labels you attach to trades to group them by any criteria you define. Unlike fixed categories, tags are completely freeform — you decide what they mean and how you use them. A trade can have multiple tags at once.
Once trades are tagged, the Analytics page can break down your performance by tag — showing win rate, average P&L, and other metrics for each group. This is how you find out which setups actually make you money and which ones you should stop taking.
Creating Tags
Open Settings
In the sidebar, click Settings. This opens the settings panel with multiple tabs across the top.
Go to the Tags Tab
Click the Tags tab. You'll see any existing tags listed, along with a field to create new ones.
Add a New Tag
Type the tag name into the input field and press Enter or click Add Tag. The tag is created immediately and available when logging trades.
Delete Tags
Click the X next to any tag to remove it. Note: deleting a tag removes it from all trades it was attached to — this action cannot be undone.
Applying Tags to Trades
Tags can be applied when adding a new trade or by editing an existing one.
- New trade: In the Add Trade form, click inside the Tags field and select from your existing tags. You can apply multiple tags to a single trade.
- Existing trade: Click the trade row in the Trades table to expand it, then click Edit. The same Tags field is available in edit mode.
- CSV import: Include a
tagscolumn in your CSV with comma-separated tag names. Tags must already exist in Settings before importing.
Filtering by Tag
On the Trades page, use the filter controls at the top of the table to show only trades with a specific tag. This is useful for reviewing all trades from a particular setup in sequence — seeing what worked and what didn't in context.
On the Analytics page, a tag filter at the top lets you scope all charts and metrics to a specific tag. Switching between tags instantly updates every chart, so you can directly compare setups side by side.
Tag Performance in Analytics
The Analytics page includes a Tag Performance table that lists every tag alongside its key stats:
- Total trades tagged
- Win rate for that tag
- Average P&L per trade
- Total P&L contribution
This is one of the most powerful features for identifying your actual edge. Tags that show a consistently high win rate and positive average P&L are setups worth focusing on. Tags with negative average P&L may indicate patterns you should cut from your playbook.
Tag Ideas to Get You Started
Not sure how to organize your tags? Here are some common approaches:
By Setup Type
Tag trades by the pattern or setup you were trading:
breakout— range breakouts or consolidation breakspullback— entries on retracements to a levelreversal— counter-trend tradesvwap-fade,vwap-reclaim— VWAP-based setupsopen-drive— opening range momentum trades
By Mistake
Tag trades where you made a process error, regardless of outcome:
overtraded— took a trade outside your planmoved-stop— moved your stop loss in the wrong directionrevenge-trade— traded emotionally after a losssized-too-large— position size exceeded your plan
By Session or Instrument
morning-session,afternoon-sessionpre-report,post-report— around economic releasesnq,es,cl— instrument-specific