Log In Get Started

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 Tags

To manage your tags:

  1. Click Add Trade in the sidebar
  2. Go to Step 6 (Documentation)
  3. In the Tags section, click Manage Tags

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

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 the tag management page (via Manage Tags link)
  2. Click New Category
  3. Enter a category name (e.g., "Market Conditions")
  4. Click Create

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 the tag management page (via Manage Tags link)
  2. Click New Tag
  3. Enter a tag name
  4. Select a category
  5. Choose a color
  6. Click Create

Editing Tags

  1. Find the tag in the list
  2. Click the edit button (pencil icon)
  3. Update the name, category, or color
  4. Click Save

Deleting Tags

  1. Find the tag in the list
  2. Click the delete button (trash icon)
  3. Confirm deletion

Deleting a tag removes it from all trades that had it applied.

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