Just closed a trade and want to label it right away? Add its setups, mistakes or your own tags straight from the Trades list, without opening it.
- On the Trades page, scroll the table to the right until you reach the Setups, Mistakes or one of your own tag columns (for example Mindset). If a column isn’t shown, click the + at the right end of the table header (Customize Columns), tick it and click Apply.
- In the trade’s row, click the + button in that column.
- Tick the items you want. They appear in the row straight away. The box at the top (Search or add a new Setup) filters the list, and lets you type a new name to add one.
- To take a tag off, click the + again and untick it, or click Clear in the same window to remove all of them.
- Click outside the list (or press Esc) to close it.
When a cell has more tags than fit, the rest are folded into a +N chip. Hover it to see them all.