How to tag a trade with setups, mistakes, rating and mindset

Rate each trade, note how you felt and tag the setup and mistakes. Radar and the Trades filters use these tags.

Steps

Open Trades and click the pencil icon (Edit trade) on a trade.
Click the stars to set the Rating from 1 to 5. Click the same star again to clear it.
Open Mindset and choose how you felt.
Open Strategy tags and tick the setup, for example Breakout or Pullback.
Open Mistake tags and tick any mistake, for example FOMO or Revenge trade.
To make your own, type its name in “Search or create…” and click Create.
Use Custom tags for any other label.
Click Save changes.

The dot next to a tag changes its color.
Rating, mindset and tags can be edited on synced trades too. In Trades, Filters lets you filter by them.
Radar compares your setups and mistakes once at least 5 trades carry the same tag.

Tell us what you were trying to do and what happened. A person replies by email, usually within one business day.