Tags
Create colored labels to categorize trades. Tags can be global or scoped to a single account.
Tags
Tags are short, colored labels you can attach to individual trades — for setups, market conditions, mistakes, anything you want to group trades by later. Manage them in Settings → Tags.
Every tag belongs to one of two scopes. Once tagged, trades can be filtered, grouped, and analyzed by tag across the dashboard, the trade log, and analysis widgets.
Creating a Tag
The add form sits below the tag list:
- Pick a color from the color picker.
- Type a title — short, ideally a few words.
- Choose the scope — This account or Global (see below).
- Optionally add a description in the second row. The description shows as a tooltip when you hover the tag.
- Click Add Tag or press Enter to save.
The new tag appears at the top of the list and is immediately available in the tag pickers across the app.
Scope: Global vs. Account
| Scope | Behavior |
|---|---|
| This account | The tag appears only on the currently active account. |
| Global | The tag is shared across every account. Useful for cross-account setups or themes. |
You can change the scope of an existing tag while editing — switching from This account to Global promotes it without losing any existing trade assignments.
Editing a Tag
Click the pencil icon on a tag row to enter inline edit mode. The row expands into a small form where you can change the color, title, description, and scope. Press Enter or click Save to commit; press Escape or click Cancel to discard.
Deleting a Tag
Click the trash icon. The row shows Confirm / Cancel inline. Deleting a tag removes it from every trade it was attached to.
Reordering
Tags display in a fixed order across the app. Drag the grip handle on the left of a row to reorder them — the new order is saved automatically and reflected wherever tags appear (pickers, filters, widgets).
Where Tags Show Up
- Trade log — tag chips in the Tags column, plus a tag picker on each row. See Trade Log.
- Trade detail — full tag editor in the trade detail panel. See Trade Detail.
- Filter — filter trades by one or many tags. See Filter.
- Dashboard widgets — tag-scoped widgets are available in the widget picker.
See Also
- Trade Log — apply tags to trades in bulk or inline
- Filter — narrow analysis by tag
- Custom Fields — for structured data beyond simple labels