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Reports: Tags

Analyze trading performance with tags to see how labels (mistakes, emotions, conditions) affect results and improve trading behavior.

Hamza avatar
Written by Hamza
Updated today

Overview

TradeZella’s Reports: Tags section helps you break down your trading performance across custom tags. Whether you use tags for setups, mistakes, emotions, or conditions, this report helps uncover which behaviors or scenarios drive your best and worst results.

This report gives you a powerful way to evaluate how different factors influence your outcomes so you can build on strengths and address weaknesses.

Where to Access this

You can access the Reports: Tags section from the TradeZella dashboard by navigating to the Reports menu and selecting Tags. This opens the Tags report page.

Available Tabs

  • Each Tag Category (e.g., Mistakes, Emotions, Setups) appears as its own tab. Inside each tab, you’ll see detailed performance for the tags within that category.

What You’ll See in Each Tab

1. Performance Summary

A snapshot showing:

  • Best & Worst Performing Tags – Tags associated with your highest and lowest net P&L.

  • Most Used Tags – The tags you’ve applied most often.

  • Highest Win Rate Tags – The tags tied to your best win %.

These insights help you quickly identify which behaviors or setups contribute to success or need adjustment.

2. Customizable Charts

Interactive charts let you visualize how specific tags impact performance. Plot up to three metrics side-by-side — for example, Net P&L, Avg Daily Net Drawdown, Trade Count — and choose between bar or line charts to fit your analysis style.

These charts help you spot which tagged behaviors, conditions, or setups align with your goals for profitability, consistency, and risk control.

Metrics you can plot include:

  • Time Analysis: Average trading days duration, Avg hold time, Longest trade duration, Max trading days duration

  • Profitability: Avg daily net P&L, Avg daily win/loss, Avg loss, Avg net trade P&L, Avg trade win/loss, Avg win, Net P&L, Profit factor, Trade expectancy

  • Risk & Drawdown: Avg daily net drawdown, Avg planned R-Multiple, Avg realized R-Multiple, Breakeven days / trades, Max daily net drawdown

  • Trading Activity & Volume: Avg daily volume, Daily net drawdown, Logged days, Net account balance, Open trades, Trade count, Longs / Shorts: # of trades, # of winning / losing / breakeven / open trades

  • Streaks & Consistency: Avg daily win %, Longs win %, Shorts win %, Max consecutive winning / losing days, Max consecutive wins / losses

  • Miscellaneous: Largest net loss / profit

💡 Tip: Use these charts to explore how tagged mistakes or setups impact profitability and risk.

3. Summary Table

A detailed table listing metrics for each tag within the selected category. Columns include:

Risk, Profitability & Consistency

  • Average Hold Time, Average Loss, Average Net Trade P&L, Average Planned / Realized R-Multiple, Average / Daily / Max Daily Net Drawdown, Max Net Drawdown, Largest Net Loss / Profit, Net Account Balance, Max Trading Days Duration, Longest Trade Duration, Net P&L, Average Net Trade / Daily Net P&L, Average Win, Trade Expectancy, Profit Factor, Average Win/Loss, Average Daily Win/Loss, Win %, Average Daily Win %

Activity, Volume & Position Breakdown

  • Trade Count, Average / Average Daily Volume, Open Trades, Logged Days, Breakeven Trades / Days, Longs / Shorts # of Trades, # of Winning / Losing / Breakeven / Open Trades, Win %

Streaks

  • Max Consecutive Winning / Losing Days, Max Consecutive Wins / Losses

💡 Tip: Sort by any column header to identify which tags are consistently helping or hurting your results.

4. Cross Analysis

Cross Analysis lets you apply a secondary filter to break down tag performance further.

Cross-filters include:

  • Account / Playbook / Symbol: Bottom 10 symbols, Top 10 symbols, Entry price, Exit price, Instrument

  • Day & Time: Day of week, Month, Trade duration

  • Entry Time By: Entry time by 5 minutes, 15 minutes, 30 minutes, or hour

  • Exit Time By: Exit time by 5 minutes, 15 minutes, 30 minutes, or hour

  • Risk & Size: Position size, R-Multiple

💡 Tip: Example: Cross-analyze mistake tags with day of the week or symbol to see where certain errors are most common.

Example Use Cases 🌟

✅ Spotting Costly Mistakes

Identify which mistake tags (e.g., overtrading, chasing entries) are tied to the largest losses and work to minimize them.

✅ Validating Setup Effectiveness

See which tagged setups consistently generate profits or losses and refine your playbook accordingly.

✅ Cross-Analyzing Tags by Symbol

Uncover which symbols or markets are linked to certain mistakes or successful setups.

✅ Cross-Analyzing Tags by Time

Identify when certain emotions (e.g., fear, overconfidence) tend to affect your trading and adjust your schedule or risk plan.

Final Thoughts

The Tags Report helps you use your custom labels to gain powerful insights into your trading behavior. Combine Customizable Charts and Cross Analysis to spot patterns that can help you trade smarter and more deliberately.

Happy analyzing — here’s to trading smarter with TradeZella! 🚀

If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!

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