Your journal knows every P&L. But does it know which trades were earnings plays?

A P&L number tells you what happened. A tag tells you why you took the trade — and whether that context made it a good idea. Trade Tags let you attach custom, color-coded labels to individual trades so you can filter, compare, and spot behavioral patterns that raw numbers hide.

Think of tags as cross-cutting context markers: Earnings, Mistake, FOMO, Review, or Follow up. A month from now, when you're reviewing, you'll know exactly what was going on.

Use the structured fields first: select the actual strategy (for example, Wheel) and use a bundle to group related trades. Tags are best for context that can apply across different strategies and bundles.

Creating and managing your tags

1. Add a tag from All Trades — find the Tags column and select Add Tag in a trade row. If that trade already has tags, use the + button beside them.
2. Add a tag while creating or editing a trade — use the Tags section and select Add Tag.
3. Create a tag — type a new name in the tag picker, choose a color, and select the create action.
4. Apply or remove tags — check or uncheck tags in the picker. Changes to saved trades are applied immediately.
5. Filter by tag — select a tag badge in All Trades to show matching trades. Use the table filters to refine the result further.

Managing your tag library

Open the Tag Management dialog to rename, recolor, or delete existing tags. Deleting a tag removes it from all trades it was applied to.

Basic plan users can create up to 5 tags. Upgrade to Pro for unlimited tags.

When to use tags instead of a strategy or bundle

Strategies and bundles describe what the position is and which trades belong together. Tags capture context that cuts across those structures: market events, emotional state, mistakes, or a follow-up action. Useful examples include:

• Trade context: Earnings
• Behavior: Mistake, FOMO
• Action required: Review, Follow up

Once you've tagged a few weeks of trades, you can ask questions like:

• "How often do my FOMO trades lose money?"
• "Which Earnings trades still need a Review?"

That's the kind of audit that changes behavior.

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