Tags Manager
Tags let you slice your portfolio any way you need. Create labels for people (Pepe, Maria), accounts (IRA, Taxable), purposes (Emergency, Retirement), then apply them to positions, transactions, incomes and expenses. Tags flow through every Pro dashboard so you can see combined or solo views without splitting your data.
About tags
Tags are stored with the rest of your encrypted portfolio. Nothing leaves your browser unencrypted. You can rename, recolor or delete a tag at any time — deleting strips it from every entity using it automatically.
- Label positions, transactions, income and expenses
- Four categories: Person, Account, Purpose, Custom
- 12-color palette + filter across tags
- Delete cleanly — references cascade
- End-to-end encrypted like the rest of your data
Free. No signup. Inputs stay in your browser. Ads via AdSense (consent required).
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By Marco B. ·