Trade tags

Create tags, assign them manually, and analyze by tag.

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Create tags

Open Tags in the sidebar. Click New tag, pick a name and color, and save.

Custom tags are available on Plus and higher plans.

Assign tags to a trade

In the trade form, use the Tags section to toggle tags on or off.

You can also filter the trades table by tag to review everything with a given label.

Automatic tag rules

On Pro and above, open Tags and create a rule: choose a tag, pick conditions (account, emotion, symbol, setup, direction, P&L…), and combine them with All (AND) or Any (OR).

Rules run when trades are created, edited, or imported. Use Re-apply to run them across all existing trades.

Manual tags always win over rule-assigned tags. Rule tags show a small auto marker.

Analyze by tag

Reports → Tags shows P&L, win rate, and trade count per tag.

The AI Coach also reads your tag performance and flags tags that consistently lose.