Order tagging allows you to add tags (Note to self) to any order during or after order placement. A tag can be thought of as a note to self, be it a reason for a trade or to identify order belonging to a strategy. Tags added to orders will be visible in trade history in Dock and will also be available in csv exported.
To be a successful trader or investor maintaining a trading journal and analysing your trading performance is paramount. This feature not only allows you to create trading journals but also helps in analysing your trading performance.
How do I add a tag during order placement?
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Launch order screen of scrip you want to buy/sell
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Tap on “Add Tags”
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Apply previously created tags by tapping on one or more tags
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If there are no existing tags, tap on “Manage Tags”
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Tap on “Create New Tag”
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Enter name and description for the tag and tap “Create Tag”
How do I add a tag after order placement?
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Launch “Pending” or “Executed” order screen
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Tap on the order you want to add tag to
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Tap on “Add Tags”
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Apply previously create tags by tapping on one or more tags
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If there are no existing tags, tap on “Manage Tags” and create new tag
How do I modify tags?
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Launch order screen or tap on executed order
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Tap on “Edit” button available next to Tags
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Unselect previously applied tags or select new one
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If required to create new tags then tap on “Manage Tags”
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Tap on “Apply”
By effectively utilising order tagging, you can maintain a thorough trading journal and gain valuable insights into your trading performance.
Please note
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Maximum of 5 tags can be applied to any order.
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Tags can not be added to rejected orders