Asset, Account and Transaction Tags

9 October 2023v1.8.0

You can now organize your portfolio by tagging Assets, Accounts and Transactions with hierarchical tags! As Transactions inherit the tags of their Asset & Account, it allows for a truly robust categorization, like asset ownership (down to a single unit), availability, timing or anything you require.

Read more about tags in their help article or check them out in the demo.

Financial dashboard showing asset availability, returns, and performance metrics with a comparative returns graph and asset breakdown.