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Tags help you categorize journal entries so you can filter, search, and analyze your trading patterns over time. Consistent tagging reveals which setups perform best and how your emotional state affects your results.

Setup Tags

Categorize entries by the trading setup you used:
TagDescription
BreakoutPrice breaks through support/resistance
PullbackEntry on retracement in a trend
Range FadeFade the range boundaries
Trend ContinuationEntry with the trend
ReversalCounter-trend entry at key levels
Failed BreakdownShort breakdown that reclaims
Failed BreakoutLong breakout that fails
Opening RangeEntry based on opening range dynamics

Custom Tags

Create your own setup tags to match your trading system:
  1. Go to JournalSettings
  2. Click Manage Tags
  3. Add new setup tags
  4. Apply them to your entries
Keep your tag list focused. 5-10 well-defined setups are better than 30 vague ones.

Emotional State Tags

Track your mental state during trading sessions:
EmotionDescriptionTypical Impact
ConfidentSure of your analysis and executionOften leads to good trades
CalmNeutral, focused stateIdeal trading mindset
PatientWaiting for quality setupsUsually positive results
AnxiousWorried about outcomesMay cause early exits
FrustratedUpset about recent lossesRisk of revenge trading
FOMOFear of missing outCan lead to poor entries
Revenge TradingTrading to recover lossesUsually compounds losses
OverconfidentToo sure after winsMay overlook risks
FatiguedMentally tiredJudgment impaired

Why Track Emotions?

Your emotional state directly affects your trading decisions. By tracking emotions alongside trade outcomes, you can:
  • Identify which emotional states produce your best results
  • Recognize warning signs before making bad trades
  • Build awareness of your psychological patterns

Using Tags for Analysis

Filtering by Setup

Filter your journal and analytics by setup tags to discover:

Win Rate by Setup

Which setups have the highest win rate?

Profit Factor by Setup

Which setups produce the best risk-adjusted returns?

Frequency

How often are you taking each setup?

Average P&L

What’s your average profit per setup type?

Filtering by Emotion

Filter by emotional state to understand psychological patterns:
AnalysisWhat You Learn
FOMO tradesHow much money FOMO costs you
Calm tradesYour performance in ideal state
Frustrated tradesThe cost of revenge trading
Fatigued tradesWhen to stop trading

Combined Analysis

The most powerful insights come from combining setup and emotion filters:
“My A+ Pullback setups have a 72% win rate when I’m Calm, but only 41% when I’m in FOMO.”
This kind of insight is only possible with consistent tagging.

Best Practices

Tag every journal entry — consistency is key to useful analysis
Tag immediately after trading while emotions are fresh
Be honest about your emotional state, even when uncomfortable
Review tag-filtered reports weekly to spot patterns
Create a limited set of setup tags that match your trading system

Building Pattern Awareness

Over time, your tagged entries reveal patterns:

What to Look For

  1. Winning Conditions
    • Which setup + emotion combinations produce winners?
    • What time of day do your best tags cluster?
  2. Losing Patterns
    • Are losses concentrated in certain emotional states?
    • Does one setup consistently underperform?
  3. Behavioral Triggers
    • What leads to FOMO trades?
    • When does frustration typically occur?

Action Steps

Once you identify patterns:
  1. Double down on winners — Trade more of your best setup/emotion combinations
  2. Eliminate losers — Stop trading setups that consistently underperform
  3. Create rules — “No trading when Frustrated” or “Only A+ setups after 3 trades”

Tag Reports

Access tag-based analytics:
  1. Go to AnalyticsTag Analysis
  2. Select date range
  3. View performance breakdown by setup and emotion
  4. Export reports for review
AI Insights (Pro plan) automatically analyze your tagged data and surface the most important patterns.