- Click to open a trade.
- In the left panel, find the “Custom Tags” section and click “Add Custom Tag.”
- 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.”
- Return to the trade and click “Add Custom Tag” again to select the tag(s) from the list.
Second option (Trades bulk):
- Go to “Trades” from the left menu.
- Check the box next to each trade you want to tag (or the header checkbox to select all filtered trades).
- Click the “⋮” (more options) icon in the toolbar that appears above the list.
- Hover “Assign,” then click “Custom Tags.”
- In the dialog, search for and check the tag(s) to apply.
- Click “Assign.”