How to Add Tags to Your Trades

There are three ways to add tags to your trades in Tradervue:

  1. On the Import Trades Section: Add Account Tag when Importing Trades.
  2. Manually: Add tags in the Trade Detail section.
  3. Bulk Edit: Add a new tag to multiple trades at once.

Bulk Editing Trades

To tag multiple trades at once:

  1. Log in to your Tradervue account.
  2. Go to the Trades section.
  3. Select Trades:
  • Use the checkboxes on the left side of the trade dates to select specific trades.
  • You can also use the checkbox at the top to select all filtered trades.
  1. Add Tags:
  • Click on Select Action and then Add Tag.
  • Type in the tag name and click Submit to save.
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Viewing Tag Reports

To view a report based on your trade tags:

  1. Log in to your Tradervue account.
  2. Go to Reports Section.
  3. Click on the Tag Breakdown tab in the top menu.
  4. Choose a Report Type:
  • View either the "Individual Tag Breakdown" or "Tag Combinations Breakdown".
  • Use Advanced Options to exclude specific tags if needed.
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Need Help?

If you have questions or encounter issues importing data, please reach out to support@tradervue.com or use the "Contact Us" link below.

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