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How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?

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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.

  1. Open the Trades page and tick the box next to each trade you want to change. The header checkbox selects all filtered trades.
  2. In the toolbar that appears above the list, click the ⋮ (More actions) button.
  3. To add, hover Assign and choose Setups, Mistakes or Custom Tags. To remove, hover Remove and choose the same options.
  4. In the window, tick the items you want (you can also search), for example Mindset / Confident.
  5. For Setups or Mistakes, if the name you type doesn’t exist yet, press Enter to create it and select it right there.
  6. Click Assign (or Remove). A confirmation message appears and the selection clears.

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