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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:
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: 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.