How do I assign a setup/mistake/custom tag to a trade?

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Want to know how your breakout trades really perform? Tag each trade with a setup, a mistake or a custom tag, and remove a tag whenever you change your mind.

  1. Open the trade from the Trades page (click its row).
  2. On the Overview tab, find the Setups, Mistakes or Custom Tags section and click Add Setup, Add Mistake or Add Custom Tag.
  3. Tick the item you want in the list. To find one faster, type its name in the search box.
  4. The tag appears on the trade right away. There is no save button.
  5. To remove a tag, click the X next to it.

Need a new setup or mistake? Type its name in the search box and press Enter to create it on the spot. A new custom tag works the same way: type the name in the Search or add a new Custom Tag box, press Enter, then pick a category or add one with + New category. To tag many trades at once, select them in the Trades list and use Assign from the ⋮ menu.

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