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How can I add or remove a setup, mistake or tag directly in the Trades list?

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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.

  1. 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.
  2. In the trade’s row, click the + button in that column.
  3. 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.
  4. To take a tag off, click the + again and untick it, or click Clear in the same window to remove all of them.
  5. 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.

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