Features

Trade Tags

User-defined qualitative labels attached to individual trades for setup, strategy, mistake, and context tracking.

More Details

What are Trade Tags?

Trade Tags are short, user-defined labels you attach to individual trades. They're the only purely qualitative attribute of a trade and the foundation of every meaningful non-numeric analytic in your journal.

Learn more: Tags Complete Guide | Bulk Add Tags | Efficiently Filter Trades

How Tags Work in TradesViz

  • No pre-registration: type a new tag on any trade and it instantly exists in your account
  • Auto-suggest: every previously used tag appears in the dropdown as you type
  • Lifecycle: a tag exists as long as it's attached to at least one trade; remove it from the last trade and it's gone
  • No limit on the number of tags per trade or per account

Common Tag Categories

Category Examples
Strategy S_MACD, S_breakout, S_meanrev
Setup bull_flag, double_bottom, vwap_reclaim
Mistake fomo, chase, early_exit, wide_stop
Context earnings, pre_market, low_volume

Tag Naming Best Practices

  1. Be brief - S_MACD over MACD_Strategy
  2. Atomic - one tag = one piece of information
  3. Consistent prefixes - S_MACD_1, S_MACD_2 so wildcard search (S_%) works
  4. Alphanumeric only - avoid *, %, $ characters

Filtering Power

Trade tag filters support powerful syntax (also works in the trades table search):

  • tag1,tag2 - AND (both tags required)
  • tag1/tag2 - OR (either tag)
  • !tag - exclusion
  • S_% - wildcard prefix match

Where Trade Tags Show Up

  • Pivot Grid - row/column dimension for cross-tabulation
  • Tags charts - PnL/win-rate aggregated by tag
  • Tag groups - organize related tags into structured analytics
  • AI Query - natural-language queries reference tag names
  • Trade Explore - per-trade tag display, edit inline

Where to find it in TradesViz

Add/edit trade tags from the trades table (pencil icon), the Trade Explore page, the import page (apply to all imported trades), or via Group Apply for bulk operations. Manage existing tags via Account Settings > Tag management (rename, delete). Trade tag filter pill appears in the global filter bar (PRO tier).

Example

A scalp trade gets tags: `S_breakout`, `bull_flag`, `vwap_reclaim`, `pre_market`. Later, filter the dashboard by `S_breakout` to see all breakout-strategy performance, or by `S_breakout,fomo` to isolate breakout trades where you also chased.

Calculate Your Trade Tags
Back to Trading Metrics Encyclopedia