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. TraderSync is one such platform where you can automatically sync your trading history or export csv and easily analyse your trading performance.
How to add tag during order placement
Launch order screen of scrip you want to buy/sell
Tap on “Add Tags”
Apply previously create tags by tapping on one or more tags
If there are no existing tags, tap on “Manage Tags”
Tap on “Create New Tag”
Enter name and description for the tag and tap “Create Tag”
How to add tag after order placement
Launch “Pending” or “Executed” order screen
Tap on the order you want to add tag to
Tap on “Add Tags”
Apply previously create tags by tapping on one or more tags
If there are no existing tags, tap on “Manage Tags” and create new tag
How to modify tags
Launch order screen or tap on executed order
Tap on “Edit” button available next to Tags
Unselect previously applied tags or select new one
If required to create new tags then tap on “Manage Tags”
Tap on “Apply”
By effectively utilising order tagging, you can maintain a thorough trading journal and gain valuable insights into your trading performance.
Note :
Maximum of 5 tags can be applied to any order.
Tags can not be added to rejected orders