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 not as categories, but as context markers: High IV Entry, FOMC Day, Adjustment, Revenge Trade, Tested Thesis. A month from now, when you're reviewing, you'll know exactly what was going on.

Creating and managing your tags

1. Open the Tags panel — accessible from any trade's detail view or from the toolbar in the All Trades list.
2. Create a tag — give it a name and pick one of eight colors. The text color adjusts automatically for readability.
3. Apply to trades — check or uncheck tags directly from the trade row or the trade detail sidebar. Changes save instantly.
4. Filter by tag — in the All Trades list, click any tag badge to filter. Combine multiple tags to narrow down exactly what you're looking for.

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.

Why this matters more than strategy filtering

Strategies are predefined — Iron Condor, Bull Put Spread. Tags are yours. They capture the context that strategies can't: market regime, emotional state, conviction level, trade origin. Once you've tagged a few weeks of trades, you can ask questions like:

• "Do my High IV Entry trades outperform my Chasing Move trades?"
• "Am I making money on Earnings Plays, or am I just telling myself I am?"

That's the kind of audit that changes behavior.

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