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A setup is a label for the trading strategy or pattern you used on a trade. By assigning a setup to every trade, you build a performance record for each strategy — letting you see exactly which ones make money and which ones don’t.

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Why use setups?

Most traders have a handful of strategies they trade regularly — breakouts, pullbacks, failed breaks, opening range plays, etc. But without tracking which setup each trade used, you’re guessing at which strategies actually work for you. Setups turn that guessing into data. After a few weeks of consistent tagging, you can open Setup Analysis and see the win rate, P&L, and profit factor for every strategy you trade.

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Creating setups

1

Go to Management → Setups

Open the Setups page from the sidebar navigation.
2

Create a new setup

Click Create Setup and give it a name that matches how you think about your strategies. Keep names short and descriptive.
3

Repeat for each strategy

Add all the setups you regularly trade. You can always add more later as you identify new patterns.

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Example setups

The right setups depend entirely on how you trade. Here are some examples to get you started:
Setup NameDescription
Failed BreakPrice breaks a level then reverses back through it
Pullback to EMATrend continuation after a pullback to a moving average
Opening Range BreakoutBreakout above or below the first 15/30-minute range
Support/ResistanceTrade off a key price level
Gap FillFade a gap back toward the previous close
Trend ContinuationEntry in the direction of the dominant trend
Start with 3–5 setups that cover your main strategies. You can always add more as your trading evolves. Too many setups from the start makes tagging feel like a chore.

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Assigning setups to trades

You assign setups from the Calendar Day view:
  1. Navigate to a trading day and click on a trade
  2. Select the setup from the dropdown
  3. The setup is saved immediately
Each trade gets one setup — the primary strategy or pattern you used for that entry. This keeps the data clean and makes setup-level analytics meaningful.

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Setups vs. tags

Setups and tags serve different purposes:
SetupsTags
Per tradeOne setupMultiple tags
PurposeWhat strategy you usedObservations about execution, conditions, behavior
Example”Pullback to EMA""Perfect entry,” “Trending market,” “Held to target”
Answers”Which strategies make me money?""Which behaviors help or hurt my trading?”
Use both together for the fullest picture — setups tell you what you traded, tags tell you how you traded it.

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Next step

Setup Performance Analysis

See how your setups are performing once you’ve tagged enough trades.