How do I assign a setup/mistake/custom tag to a trade?

1. Open the trade you want to tag, or use the inline “+” icon under the “Setups“/”Mistakes” column directly in the trades table.
2. Check an existing item from the list, or type a new name — for Setups and Mistakes, an option appears right there (“Press Enter to create a Setup/Mistake ‘…’“) letting you create it on the spot, without leaving the page.
3. Custom Tags work differently: if the tag doesn’t exist yet, there’s no inline “create” option — clicking “Create Custom Tag” takes you to Settings → Custom Tags, where you name it, assign/create a category, and pick a color before it becomes available to select.
4. Once selected or created, the item is applied immediately — no extra save step.

You can also watch a short video showing how to add setups and mistakes to your trades, and a separate video showing how to add custom tags to your trades.

https://go.screenpal.com/watch/crQ62BVQ7lH