Create and use tags

Tags let you slice your portfolio along any dimension you choose — industry sectors, investment themes, sub-strategies, you name it. Assets can be tagged to surface tag-level analytics, and investment notes can be tagged for quick retrieval.

Create a tag

• Select Tags in the menu, click Add new, name your tag, then click Add tag.

Tag an asset

• Go to Assets, click the tag icon next to the relevant asset, choose the tag(s), then click Add tags.

View tag-level analytics

• Go to Dashboards, select the relevant tag(s) and date range, then click Apply filter.

Tag a note & retrieve strategy-specific notes

• Tag any note from its edit screen, then retrieve all notes for a given tag from Tags in the menu, or via the Notes tab on the dashboard filter.