Use setup tags consistently

What this article helps you do

Make setup-level Analytics and AI Mentor comparisons use consistent categories.

Before you start

• A written setup or playbook vocabulary.

Follow these steps

1. 1

   Define a short name for each distinct setup.

2. 2

   Document the conditions that separate one setup from another.

3. 3

   Use the same capitalization and spelling.

4. 4

   Apply the tag during or immediately after review.

5. 5

   Merge or archive duplicate tags only after checking affected trades.

6. 6

   Review uncategorized trades weekly.

What you should see

Common mistakes

• Creating a new tag for every trade.
• Using outcome words such as winner as setup names.
• Renaming tags without migrating historical records.