🏷️ How to Add a Tag to a Trade in Copilot ?

Tags help organize and label your trades, making it easy to filter and search them later. You can add up to 10 tags per trade, along with a short description.

✏️ How to Add Tags

1. Open the Trade Tab
   Navigate to your tab in Copilot.

2. Click the Comment & Tags Icon
   In the upper-right corner of the tab (📄💬 icon), click to open the Comment & Tags popup.

   
   

    

3. Enter a Description (Optional)
   Use the text area to add notes or a description for the trade.

4. Add Tags
   On a new line or after a space, type your tag starting with a # (e.g., #earnings, #spread, #Q3).

   • Press Enter after each tag.

   • You can add up to 10 tags total.

Done!
Tags are automatically saved and will appear in the Trades Overview under the Tags column.

💡 Tip: Use consistent tag formats to keep your workspace organized.