Getting started
Learn what Trade Tags do, where they belong and how to start with a small useful set.
Open Trade TrackerWhat Trade Tags do
Give individual trades short labels you can recognize and reuse later.
Trade Tags help you record the setup, execution choice, exit, mistake, emotion, market context or risk process that you believe described one trade. A trade can have several tags.
You choose every tag
TraderLink does not infer a setup, mistake, emotion or market condition from your executions or P/L. A saved tag means you selected it.
Where tags belong
Tags describe one completed trade or a supported Swing position.
| Place | How tags apply |
|---|---|
| Completed Day trade | Tags belong to the selected Trade 1, Trade 2 or other complete trade in that ticker. |
| Swing position | Tags belong to that specific position in Swing Trade Tracker. |
| Ticker | Tags do not automatically apply to every trade in the same ticker. |
| Complete day | Tags are not day-wide labels. Use Daily Notes for observations about the day as a whole. |
| Execution | A tag describes the trade, not one individual buy or sell fill. |
Preset and custom tags
Choose a ready-made label or create wording that fits your process better.
| Tag type | What it means |
|---|---|
| Preset | A ready-made label grouped under Setup, Entry and execution, Exit, Mistake, Emotion, Market context, or Risk and process. |
| Custom | A reusable tag you create in your own words when the preset list does not fit. |
Presets are suggestions for organizing your own observations. Selecting one does not mean TraderLink confirmed that behavior.
A simple Tag workflow
Choose only useful labels and keep the wording consistent.
1. 1. Open one trade
In Daily Trade Tracker, open the ticker and select the exact completed trade you want to describe.
2. 2. Choose Add tags
Select the preset or custom labels that genuinely fit that trade.
3. 3. Create a tag if needed
Use a short, reusable name when the existing choices do not match your process.
4. 4. Save the complete selection
Choose Save tags. The checked choices become that trade's saved tag list.
5. 5. Reuse the same wording
Choose the same tag on later trades when it means the same thing.