![]() Once tagged, you can start filtering your portfolio by tags on the holding page to track your goals. Again, the applied tags can take several minutes to reflect. Similar to tags in P&L, you can tag either the entire quantity of a particular security to a specific tag or tag the breakdown (buy trades that led to the holding). Tag: tables TradesViz Blog - Optimize and compare your trading strategies, generate stock charts and indicators, get detailed trading performance analysis from over 150+ interactive charts, import and export trades from 30+ international brokers and platforms and more Learn how to all of this in TradesViz just a few minutes. Click on the context menu next to the desired stock and select view breakdown/tags. To create Goals, visit the holdings page on Console. You can also track your best and worst-performing tags on the Tag manager. Once tagged, you can use the filter by tags in the P&L to view the profitability of your tags. TAGR Trades I wish I smoked all of Q2 like I did the last few weeks but I'm extremely happy with how everything turned out and most proud of the fact I was able to quickly notice I was getting off tra. You can apply this tag to all the trades for this instrument in the breakdown (different trades that led to the P&L) or separate tags for each breakdown by clicking on edit tags. You can elaborate on the tag in the description box. The tag name has a 15 character restriction as different reports and platforms will use the tags for display purposes in multiple places. Now enter the tag’s name and add a description of the tag you want to create, and hit save. In the P&L breakdown window, click on create and apply a tag to all trades. ![]() Click on the context menu next to any security on the P&L and select view breakdown/tags. To tag, go to the P&L report on Console. ![]() Tag the exact reason for taking a trade in the P&L statement or on the holdings/positions page, acting as your trading journal that will also display your performance. The company said that one can now do this easily with the “Tags" feature on Console. UFV Trades students Carla Vergara, Wyatt Rempel, and Gabriella Neufeld put their knowledge to the test at this years Skills. ''Today, if you have to tag a trade or take a note for taking a trade and track profitability, you have to do it manually, which is cumbersome and perhaps why most traders don’t maintain them,'' Zerodha said. We know that the optimal solution is to get traders to tag while placing the trade itself, he said. While Console allows you to tag trades after you've taken them, traders might procrastinate. You can use these tags to create & track goals like retirement etc. You can then look back, review, and do more of what is working & less of what isn't,'' he added. But in order to learn, you need a proper journal of all your trades and the reasons you took the trades. ''You can't become a better trader if you don't learn from your mistakes. Kamath said that the new feature will help traders learn from their mistakes. ![]()
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