How To Tag

Currently there are three ways to add tags:

A) On Import.


B) Manually in the Trade detail section.


c) We can bulk edit your trade, to add a new tag to multiple Trades.

As seen below, under the 'Trade View' section, If you click that button, you’ll see the bulk editor. There are check boxes to select which trades you want (and that selection can be expanded to the entire set of filtered trades):

You can then select to 'Add tag' to all trades you wish to add it to.

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