Tags, templates and checklists
Tags only help if you use them the same way every time, so they come in a few fixed groups with a few values each.
Tags
The starting groups are Setup (breakout, pullback, reversal, range fade, trend continuation), Market condition, Emotion and Mistake. Click a tag to apply it. Add beside a group makes a new tag in it, New tag group makes a group, and Delete tags shows a bin beside each tag. Tags are shared by every session, so a tag means the same thing wherever you analyse it.
Checklist
The default Pre-trade checklist has six items (higher-timeframe bias, entering at the planned level, stop placed first, risk within limit, reward-to-risk at least 1.5, no news soon). Tick what you did. Analytics then compares trades where you followed at least 80% of it with the rest.
Templates
Insert Trade plan or Trade review with / in the note editor.
Using them well
Every figure that groups by a tag shows how many trades is behind it, and pale rows have fewer than five. Treat anything with a handful of trades as a hint, not a finding.