Tags Management

What are tags?

Tags are custom labels you attach to trades. They let you segment your performance by any dimension that matters to you — trading strategy, setup type, psychological state, session condition, or anything else.

Once tagged, trades are grouped and analyzed in the Reports → Tag Breakdown page and the Tags table in Reports → Overview.

Tag categories

Tags are organized into categories. A category is a group label (e.g., "Strategy", "Psychology", "Session"). Tags live inside categories.

This two-level structure keeps things organized when you have many tags.

Managing tags

Go to Settings → Tags Management.

Creating a category

Click Categories to open the category manager. Add a name and save. You can create as many categories as you need.

Creating a tag

Click Add Tag. Fill in:

• Tag Name — short label shown everywhere (e.g., "FOMO Entry", "Breakout", "Revenge Trade")
• Category — which category this tag belongs to
• Description — optional. Shown in the tags table for reference.

Editing or deleting a tag

Use the edit (pencil) or delete (trash) icons on each row.

The Used column shows how many trades have this tag applied.

Applying tags

Tags can be assigned to trades in several ways:

1. During import — select tags in the import form; all trades in that file receive those tags
2. In the trade detail panel — open any trade and assign tags individually (see Trades Page)
3. Bulk editor — select multiple trades on the Trades Page and assign tags in bulk

Filtering by tag

In the main filter bar, the Symbols, Tags, Account field lets you filter all views to one or more tags. Use this to analyze a specific strategy in isolation. See Using Filters for details on the full filter bar.