Tags Guide

Organize your trading data with a unified tagging system. Tags work across trades, executions, journal entries, and ledger items, giving you powerful cross-referencing and filtering capabilities.

Overview

Tags are user-defined labels that help you categorize and organize your trading data. Unlike fixed categories, tags are flexible - create as many as you need with custom names and colors.

Where Tags Work:

• Trades - Tag completed trades by strategy, setup type, or outcome
• Executions - Tag individual entries and exits
• Journal Entries - Organize your trading journal by topic
• Ledger Items - Categorize income and expenses

Key Benefits:

• Cross-Reference - Find all items with a specific tag across different areas
• Analysis - Filter analytics by tag to see strategy-specific performance
• Organization - Keep related items grouped together
• Flexibility - Adapt tags as your trading evolves

Creating Tags

Create tags from the Tag Management page or inline when adding tags to any item. Each tag has a name, optional description, and customizable color.

Tag Properties:

• Name - Short, descriptive label (up to 50 characters)
• Color - Choose a color for visual identification
• Description - Optional notes about when to use this tag
• Active Status - Deactivate unused tags without deleting them

Best Practices:

• Keep tag names concise and consistent
• Use colors to group related tags visually
• Add descriptions to clarify tag purposes
• Start with a small set and expand as needed

Using Tags

Apply tags when creating or editing items. Most forms include a tag selector where you can choose from existing tags or create new ones on the fly.

Trading Tags:

• Add tags to trades via the trade detail or edit page
• Tag executions individually for granular tracking
• Filter the trades list by tag to see specific setups
• View tag-based performance in analytics

Journal Tags:

• Tag journal entries by topic, such as Psychology or Market Analysis
• Use tags to link related entries together
• Filter journal by tag to review specific themes

Ledger Tags:

• Tag income by source type or project
• Categorize expenses beyond the built-in types
• Track spending patterns with custom categories

Tag Ideas

Not sure where to start? Here are some popular tag categories used by traders:

Strategy Tags:

• Breakout, Mean Reversion, Trend Follow
• Gap Fill, Opening Range, VWAP Trade
• Scalp, Swing, Position

Quality Tags:

• A+ Setup, B Setup, C Setup
• By The Book, Improvised
• High Conviction, Low Conviction

Behavior Tags:

• Revenge Trade, FOMO, Overtrading
• Patient Entry, Rushed Exit
• Rule Followed, Rule Broken

Market Condition Tags:

• Trend Day, Range Day, Chop
• High Volatility, Low Volatility
• News Day, FOMC, Earnings

Ledger Tags:

• Account-specific tags, such as Apex Account or TradeDay
• Tax categories, such as Deductible or Business Expense
• Project tags, such as New Strategy Test or Scaling Up

Tag Management

The Tag Management page lets you view, edit, and organize all your tags in one place.

Management Features:

• View All Tags - See all your tags with usage counts
• Edit Tags - Change names, colors, or descriptions
• Deactivate Tags - Hide unused tags without deleting
• Delete Tags - Remove tags (items keep their other tags)

Tips:

• Review tags periodically to consolidate similar ones
• Deactivate seasonal or temporary tags instead of deleting
• Use consistent naming conventions across tag types