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Tags

How to add tags to the trades?

There are two ways to add tags to the trades.

From Daily journal:

  1. Select the desired date on the Compass dashboard calendar.
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  2. Navigate to the daily journal to view details and the list of trades at the bottom.
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  3. Click the + symbol next to the selected trade.
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  4. The "Assign tags" dialog box will be displayed.
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  5. Search for or create tags by typing. Multiple tags may be assigned to a single
    trade.
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  6. Click "Save" to apply the assigned tags to the trades.

From Trade details:

  1. Select the desired date on the Compass dashboard calendar.
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  2. Navigate to the daily journal to view details and the list of trades at the bottom.
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  3. Select the desired trade.
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  4. Navigate to the Trade details page to view details about the page.
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  5. Scroll to the bottom of the page. Find the “Tags” tab.
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  6. Click the + symbol or edit symbol.
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  7. The "Assign tags" dialog box will be displayed.
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  8. Search for or create tags by typing. Multiple tags may be assigned to a single trade.
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  9. Click "Save" to apply the assigned tags to the trades.

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