Tags are one of the most powerful features in Katalyst for improving your trading. By tagging each trade with the setup or strategy you used, you can later filter your analytics to see which setups are actually making you money and which ones are losing.
To add tags, open any trade from the Trades list and click the Tags field. You can type to create new tags or select from your existing ones. Common tags include strategy names like “breakout,” “mean reversion,” or “gap fill,” as well as qualitative tags like “A+ setup,” “revenge trade,” or “FOMO.”
Katalyst also supports automatic tagging rules. In Settings, you can define rules that automatically apply tags based on criteria like instrument, time of day, or P&L range. For example, you could create a rule that tags any trade taken in the first 30 minutes of the session as “open drive.”
Once your trades are tagged, head to the Analytics or Pivot Grid page to slice your data by tag. You will see exactly how each setup performs over time, including win rate, average P&L, and frequency. This data-driven approach takes the guesswork out of deciding which strategies to keep and which to drop.
You can also use tags for organizational purposes — for example, tagging trades by “week 1,” “week 2,” etc., or by market regime. Tags are flexible and there is no limit to how many you can create, so use them however works best for your workflow.