How can I create a new custom tag category and items?

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Want to tag your trades by market condition, like a trend day? Create your own tag category and fill it with tags, then use them on any trade.

  1. Click the Settings gear at the bottom left of the side navigation.
  2. Under Trading Tools & Strategies, click Custom Tags.
  3. Click Add New.
  4. Type the tag name in Custom Tag Name.
  5. In Category, pick an existing category, or type a new one and press Enter to create it.
  6. Optionally pick a Color, then click Create.
  7. To add more items to the same category, click Add New again, name the tag and choose the category from the list.

Use the pencil icon on a tag or category to edit it, and the trash icon to delete it. Deleting a category also deletes the tags inside it. Your custom tags appear on the trade detail page, where you can tag your trades with them.

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