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Using Tags

Tags help you categorize and organize your trades. Use them to mark patterns, mistakes, setups, or any other attributes you want to track and analyze later.

Accessing Tag Management

To manage your tags:

  1. Go to Settings (gear icon in sidebar)
  2. Navigate to Trading > Tags

This opens the tag management page where you can create, edit, and delete tags and categories.

How Tags Work

Tags are organized into categories:

  • Categories - Groups of related tags (e.g., "Mistakes", "Setups", "Market Conditions")
  • Tags - Individual labels within a category (e.g., "FOMO", "Overtrading")

Each tag has:

  • A name
  • A color for visual identification
  • A category it belongs to

Default Mistake Tags

When you first use Tradavity, you get pre-created mistake tags to help you track common trading errors:

  • FOMO
  • Overtrading
  • Ignored Stop Loss
  • Revenge Trading
  • Poor Risk Management
  • Emotional Decision
  • Didn't Follow Plan

You can edit, delete, or add to these as needed.

Creating Categories

  1. Go to Settings > Trading > Tags
  2. Click New Category
  3. Enter a category name (e.g., "Market Conditions")
  4. Click Create Category

Example categories:

  • Mistakes - Trading errors to learn from
  • Setups - Types of trade setups
  • Market Conditions - Trending, ranging, volatile
  • Time of Day - Morning, afternoon, session overlaps
  • News Events - FOMC, earnings, economic data

Creating Tags

  1. Go to Settings > Trading > Tags
  2. Click New Tag (or Add Tag within a category)
  3. Enter a tag name
  4. Select a category
  5. Choose a color
  6. Click Create Tag

Editing Tags

  1. Go to Settings > Trading > Tags
  2. Expand the category containing the tag
  3. Click the edit button (pencil icon) on the tag
  4. Update the name, category, or color
  5. Click Save Changes

Deleting Tags

  1. Go to Settings > Trading > Tags
  2. Expand the category containing the tag
  3. Click the delete button (trash icon) on the tag
  4. Confirm deletion
Warning

Deleting a tag removes it from all trades that had it applied. This action cannot be undone.

Managing Categories

Each category can be renamed or deleted:

  • Rename - Click the Rename button in the category header
  • Delete - Click Delete (only available if the category has no tags)

To delete a category with tags, first move or delete all tags in that category.

Applying Tags to Trades

You can add tags when creating or editing a trade:

When Adding a Trade

  1. In the trade entry form, go to Step 6 (Documentation)
  2. Scroll to the Tags section
  3. Click tags to select them
  4. Selected tags are highlighted

When Editing a Trade

  1. Open the trade
  2. Go to the Tags tab
  3. Click tags to add or remove them
  4. Changes save automatically

Filtering by Tags

Use tags to filter your trade list:

  1. Go to Trades
  2. Click the filter icon
  3. Select one or more tags
  4. Only trades with those tags are shown

This helps you analyze specific types of trades, like reviewing all trades where you made a particular mistake.

Color Coding

Choose colors that help you quickly identify tags:

  • Red - Mistakes, losses, problems
  • Yellow/Orange - Warnings, caution
  • Green - Good setups, followed rules
  • Blue - Neutral information
  • Purple - Special situations

Best Practices

  • Be consistent - Use the same tag for the same situation
  • Keep it simple - Too many tags becomes hard to manage
  • Review regularly - Look at trades with mistake tags to identify patterns
  • Use categories - Organize related tags together for easier selection
  • Tag honestly - Marking mistakes helps you improve

Example Tag Setup

A typical tag structure might look like:

Mistakes (red colors):

  • FOMO Entry
  • Moved Stop Loss
  • No Stop Loss
  • Overtraded
  • Revenge Trade

Execution (blue colors):

  • Perfect Entry
  • Early Entry
  • Late Entry
  • Partial Fill

Market (green/yellow colors):

  • News Day
  • Low Volume
  • High Volatility
  • Trending Day