Tags, playbooks and templates

Organise trades by setup, emotion and mistake.

Create tag groups (setups, mistakes, emotions…) in Settings → Tags, then tag trades to slice your stats by them in Reports.

Playbooks capture your strategies; Trade Templates (Settings → Trade Templates) pre-fill the Add-Trade form with an instrument, size, stop and target you use often.

Still need a hand?

Open a support ticket from inside the app and our team will help.

Contact support

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