Trade Setup / Strategy Tagging
Categorizing trades by strategy type to analyze performance of each approach.
More Details
What is Setup Tagging?
Setup Tagging means categorizing each trade by its strategy type (breakout, pullback, reversal, etc.) to analyze which approaches work for you.
Learn more: Tags Complete Guide | Tags Grouping & Analysis | When to Use Tags, Notes & Plans
Common Setup Categories
| Category | Examples |
|---|---|
| Momentum | Breakouts, gaps, high-of-day |
| Mean Reversion | Oversold bounces, fades |
| Pattern | Flags, wedges, head & shoulders |
| News | Earnings, catalysts |
| Technical | Support/resistance, trend |
Why Tagging Matters
Without tagging, you see:
- Overall win rate: 48%
- Overall profit factor: 1.3
- "I'm marginally profitable"
WITH tagging:
- Breakouts: 62% win rate, PF 2.1
- Reversals: 35% win rate, PF 0.8
- Gap fills: 55% win rate, PF 1.5
Now you know: focus on breakouts, stop reversals!
Tag Hierarchy
Best practice:
1. Setup Type: Breakout, Pullback, etc.
2. Market Context: Trend, Range, News
3. Quality Grade: A+, A, B, C
4. Custom Tags: Your specific patterns
TradesViz Tagging
- Custom tag creation
- Multi-tag support
- Tag-level analytics
- Performance comparison
- Tag-based filtering
Where to find it in TradesViz
Example
Tag: 'Breakout', 'Gap Up', 'A-Setup', 'Tech Sector'