Journal tags in MyTradeLens: find and revisit related trading days

You remember writing about a rushed entry, but finding the note means opening one trading day after another. A consistent tag gives that observation a place you can return to. In MyTradeLens, you can add tags to journal notes, filter the Notebook by a tag, and use those tags to find related dates in the Dashboard.

Start with a question you want to revisit, then choose a short label for the notes that answer it. The workflow below uses the existing Journal and Dashboard controls.

1. Choose a small set of useful labels

Use words that describe something you can explain in the note. For example:

• plan-followed: a note describing how you followed the plan you had written down.
• rushed-entry: a note describing an entry you made before completing your usual checks.
• review-next: a note with an unresolved question you want to revisit.

These are suggested labels for your own observations, not tags the app assigns automatically. Keep the meaning consistent. If "rushed-entry" means one thing on Monday and something else on Friday, the filter will collect notes that are harder to compare.

Tag names are lowercased and accept letters, numbers, hyphens, and underscores. Spaces and other characters are removed, so use a label such as "rushed-entry" instead of relying on spaces. The current editor supports up to 12 tags per note, with each tag limited to 30 characters.

2. Add the tag to a dated note

1. Open Journal. The page is headed Notebook, with a Daily Journal list.
2. Select an existing entry, or use the plus control beside Daily Journal to create a note for the date you want.
3. Write a concrete observation: what happened, what you noticed, and the question you want to revisit.
4. In the Tags field, type the label and press Enter. A comma also adds the typed tag. If the label appears under Often used, you can select that suggestion instead.
5. Let the note finish saving and check any save errors before leaving. Reopen the entry to confirm that your note and tag are present.

An illustrative note might say: "I entered before finishing my checklist. Next time I review this day, compare the checklist with what I actually checked." Add "rushed-entry" so you can find the observation again. The note supplies the detail; the tag supplies the route back to it.

3. Find matching notes in the Notebook

Use the tag chips above the note list to select the label you want. The list narrows to entries carrying that tag. Choose All to clear the tag selection.

Search notes can also match note text, tags, dates, and ticker information stored with an entry. Search and the tag filter work together, so an old search term can hide a note that otherwise matches your tag.

If the list looks unexpectedly empty, clear the search, check the selected folder, and inspect the journal’s Filters control. Its date, ticker, and result settings can narrow the list further. Reset clears those additional filter settings; All clears the tag selection.

Use a tag to find the note. Use the note to understand what happened.

4. Revisit those dates in the Dashboard

Open the Dashboard, choose the date range you want, then open Filters and select a label under Tags. The Dashboard uses the dates of tagged journal entries to filter trades.

The date-level scope matters. Suppose a day has two trades and a journal note tagged "rushed-entry" describes only the first. Selecting that tag can show both trades from that date, subject to the other active filters. Read the note before treating every displayed trade as an example of the behavior.

When you select several Dashboard tags, a date can match any one of them; it does not need every selected label. The date range, ticker, and other active filters can still narrow the result. Use Clear all in the Filters panel to reset its settings, and check the date range separately.

The Dashboard presents frequently used journal tags. If a newly saved label has not appeared, reload the Dashboard to load saved tags again. For finding a particular tagged note, use the Notebook’s tag chips.

5. Keep the vocabulary consistent

The Notebook’s Manage control opens Manage tags, where you can rename or remove a tag across your entries. Renaming to a label that already exists combines them under that name. Check that the meanings match before doing this.

Removing a tag through Manage removes that label from the affected notes; it leaves the notes themselves in place. To remove a label from just one entry, use the × beside that tag in the entry’s Tags area.

Keep the note text specific even when several entries share a label. Matching tags help you collect observations; they do not explain the result or establish that a behavior caused it.

Your next step

Choose one existing journal entry, add one clearly defined tag, and find it again through the Notebook filter. Then check the corresponding dates in the Dashboard. Bring the notes you want to revisit into your weekly review, with the date-level filter scope in mind.

Check current pricing and trial terms, then create your account. Already signed in with access? Open Journal and organize one entry before expanding your tag list.