Tags are how you find out which setup actually pays. Open Tags in the sidebar to manage them.

Steps

1. The first time you open Tags, fifteen common tags are created for you — platforms, outcomes, strategies and setups.
2. To add your own, type a name, pick a category, and click + Add tag.
3. To remove one, click the x on its chip. Some tags cannot be deleted; see below.
4. Tag a trade by opening it and clicking chips in the Tags section.

Good to know

• Categories are Custom, Strategy, Platform, Broker, Setup and Outcome. The category sets the chip colour — there is no colour picker, and tags cannot be renamed.
• Winner, Loser and Breakeven are applied automatically from each trade's P&L, and re-applied whenever the P&L changes. Platform tags are applied by whatever imported the trade. Neither can be toggled by hand.
• Auto-tagging only works if the tag already exists. If you have never opened the Tags view, nothing has been created yet and your trades will not be tagged — open it once to seed them.
• Reports include a tag performance table, so tagging consistently is what makes reports useful.

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