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How can I assign a custom tag to a trade?

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  1. Click to open a trade.
  2. In the left panel, find the “Custom Tags” section and click “Add Custom Tag.”
  3. If the tag you need doesn’t exist yet, click “Create Custom Tag” — this opens Settings → Custom Tags, where you enter a tag name, choose or create a category, pick a color, and click “Create.”
  4. Return to the trade and click “Add Custom Tag” again to select the tag(s) from the list.

Second option (Trades bulk):

  1. Go to “Trades” from the left menu.
  2. Check the box next to each trade you want to tag (or the header checkbox to select all filtered trades).
  3. Click the “⋮” (more options) icon in the toolbar that appears above the list.
  4. Hover “Assign,” then click “Custom Tags.”
  5. In the dialog, search for and check the tag(s) to apply.
  6. Click “Assign.”

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