API sample to add industry tags

We’ve written a short sample application in Python that uses the Tradervue API to add industry tags to your trades, based on their symbol. It’s only a sample – you’ll need to add the list of tags you want to use – but it demonstrates how to do it in a straightforward manner.

You could use this same code to add other tags to your trades as well. For example, you could add a “preferred” tag to all of your trades in preferred stocks.

The possibilities using the new API are endless!

Multiple tag filters – now with NOT

Multiple tag filters are an incredibly powerful way to filter trades in Tradervue, and today they’re getting even better. You can now exclude tags from your filter using NOT. With this in mind, let’s go through the different ways to filter tags:


You can require multiple tags using an AND filter. For example:

earnings AND momentum


You can require one or more tags using an OR filter:

earnings OR momentum


You can exclude trades with a certain tag:

NOT earnings

You can also combine NOT and AND, to include only trades that have one tag but not another:

earnings AND NOT momentum

New tag combination report

Back in April, we released the Tag Breakdown report, which allows you to see your performance broken out by tag. For those using tags (and you should be!), this is tremendously useful:

You can also filter by tags, including multiple tags at a time, to help narrow down the trades you’re reviewing or analyzing.

But what if you use tags for, say, trade entry criteria, and you use multiple tags for different criteria? For example, perhaps you have some trades tagged with the following:

trade 1: support, ema9
trade 2: support, ema20
trade 3: resistance, momentum
trade 4: resistance, breakout
trade 5: support, ema20

You can quickly build filters to narrow down your data, but what if you wanted to see which unique combinations of entry criteria were most effective? To address this, we have added a new way to look at your tags, by clicking on the “Tag Combinations” button on the reports Tag Breakdown tab. This shows you the unique combinations of tags you have used:

You can combine this Tag Combination report with tag (and other) filters, as you would expect.

This new tag combination report is available now for all Silver and Gold users. If you haven’t tried all of the reporting and analysis capabilities of the silver or gold plans, you can try them out with a free 7-day trial!

(Free trial available to users who have not been on a premium plan in the past; if you’re eligible, you will see a note to that effect on the Plans & Billing tab when you go to upgrade.)

Bulk editing trades

Tradervue will now allow you to edit multiple trades at a time. When you’re in the Trades View, you’ll see an edit icon at the top left of the trades header:

If you click that button, you’ll see the bulk editor. There are checkboxes to select which trades you want (and that selection can be expanded to the entire set of filtered trades):

After you’ve selected the trades you want, you can do any of the following actions:

  • add a tag
  • delete a tag
  • set initial risk
  • share trades
  • unshare trades
  • merge trades
  • delete trades

This has been one of the most-requested features from Tradervue users; for example, quite a few folks wanted to more easily apply tags to a set of trades. This makes it easy!

Update 10/6/2015: added ability to set initial risk for trades using the bulk editor.
Update 1/9/2017: added ability to merge trades using the bulk editor.

Performance by Tag Report

Another of the new reports introduced last week is the Tag Breakdown report. Here’s an example:

It shows you each of your tags, along with the number of trades using that tag and the total or average P&L for each of them.

If you’re using tags for the setups you’re trading, for example, then it’s easy to see very quickly which setups are working this week, and which ones aren’t. I’ve spoken to several folks who have sometimes been surprised; they thought a setup was working ok, but in reality it was responsible for the largest losses of the week/month/etc. When combined with the trade filter, this new report makes that information quickly available.

The tag report is available to all silver and gold subscribers.

Tag trades on import

It’s now possible to tag all of the trades at once for a given import. If, for example, all of the trades in your import are using a single setup, you could tag them all with that tag.

On the Tradervue Import Trades page, you will now see a link to add tags:

And once you click that link, you can add tags which will be applied to all trades you are about to import:

Tags are a great way to really drill down when analyzing your trading performance…this should make it easier to tag large groups of trades!

Note that if you’re using multiple trading accounts, you should not tag them this way – instead, you should use account tags.