Tags and Organization
Tags provide flexible organization across all modules. They help you categorize, filter, and analyze your data in ways that make sense for your business.
What Are Tags?
Tags are custom labels you can attach to:
Challenges
Funded Accounts
Private Accounts
Transactions
Unlike fixed categories, you create tags that match your needs.
Why Use Tags?
Custom Organization
Categories are predefined. Tags let you organize data your way.
Cross-Module Filtering
Use the same tag across modules to see related items. Tag a challenge and its resulting funded account with "Q1 Goals" to track them together.
Flexible Analysis
Group items by strategy, market, time period, or any dimension you care about.
No Limits
Add multiple tags to any item. Items can belong to several groups at once.
Creating Tags
While Adding Items
When creating a challenge, funded account, or transaction, look for the Tags field. Type to:
Select existing tags from the dropdown
Create a new tag by typing and selecting "Create"
While Editing Items
Open the detail drawer, find Tags, and add or remove tags.
Tag Strategies
By Market
Tag items by what you trade:
Forex
Futures
Indices
Crypto
Commodities
Use case: "Show me all my Forex challenges and their outcomes."
By Strategy
Tag by trading approach:
Scalping
Day Trading
Swing Trading
Position Trading
News Trading
Use case: "How much have I spent on swing trading challenges?"
By Time Period
Tag by when items were created:
Q1 2025
Q2 2025
H1 2025
2025
Use case: "What's my total Q1 revenue?"
By Goal or Project
Tag items related to specific goals:
Scaling Goal
New Firm Test
Strategy Development
Main Income
Use case: "Track all items related to my scaling project."
By Status or Priority
Tag by importance or attention needed:
Primary
Secondary
Watch Closely
Review Needed
Experimental
Use case: "What needs my attention?"
By Prop Firm (if useful)
If you work with many firms, tag by firm:
FTMO
MyFundedFX
TFT
The5ers
Use case: Quickly filter to see all items for one firm.
Filtering by Tags
In Module Lists
Open filter panel → Select Tags → Choose one or more tags.
Only items with those tags appear.
Multiple Tag Selection
If you select multiple tags, you'll see items that have ANY of the selected tags (OR logic).
Combined with Other Filters
Tags work alongside other filters. Example:
Status: Active
Tags: Forex
Shows: Active challenges tagged as Forex
Managing Tags
Consistent Naming
Decide on a naming convention:
Capitalize consistently (Forex vs. forex vs. FOREX)
Use clear, meaningful names
Avoid duplicates with slight variations
Limit Proliferation
Don't create too many tags. If you have 50 tags, finding the right one is hard. 10-20 well-chosen tags are more useful.
Review Periodically
Check your tags occasionally:
Are you using all of them?
Should any be consolidated?
Do any need renaming?
Delete Unused Tags
If a tag is no longer useful, remove it from items and (if possible) delete the tag itself.
Tags Across Modules
You can use the same tags in different modules:
Challenge: "FTMO 100K" → Tag: "Forex", "Q1 2025", "Main Income"
Funded Account: (converted from above) → Tag: "Forex", "Q1 2025", "Main Income"
Expense: "TradingView Pro" → Tag: "Forex" (since you use it for Forex)
Now you can filter by "Forex" to see challenges, funded accounts, and expenses all related to Forex trading.
Tagging Best Practices
Apply Tags When Creating
Add tags immediately when adding items. It's easy to forget later.
Use Tags for Analysis
Before generating reports or reviews, think about what tags would help you analyze data.
Keep It Simple
Start with a few essential tags. Add more only when needed.
Document Your System
Write down your tagging strategy so you remember:
What tags exist
What each means
When to apply each
Bulk Tagging
If you have many items to tag, use bulk actions (select multiple → Add Tags) for efficiency.
Common Tag Combinations
Tags vs. Categories
Categories (for transactions):
Predefined by the system
Limited options
Used for reporting consistency
Tags:
Created by you
Unlimited options
Used for custom organization
Use categories for standard classification, tags for custom grouping.
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