Found several trades that share a setup, a mistake or a tag? Add it to all of them at once, and remove it the same way.
- Open the Trades page and tick the box next to each trade you want to change. The header checkbox selects all filtered trades.
- In the toolbar that appears above the list, click the ⋮ (More actions) button.
- To add, hover Assign and choose Setups, Mistakes or Custom Tags. To remove, hover Remove and choose the same options.
- In the window, tick the items you want (you can also search), for example Mindset / Confident.
- For Setups or Mistakes, if the name you type doesn’t exist yet, press Enter to create it and select it right there.
- Click Assign (or Remove). A confirmation message appears and the selection clears.