Tags can be an incredibly useful way to organize your portfolio in Capitally. They can be applied to assets, accounts and transactions, and even nested for more nuanced organization.
Tags Inheritance
Tags from all levels are merged together. If you set a tag on an asset or account, all its transactions will inherit that tag. This allows you powerful organizational control. For instance, you can tag the ownership of an asset, an account, or just specific transactions.
When you tag a transaction, the tag applies specifically and only to the units transacted in that particular transaction. This means if you buy a stock multiple times and only tag one of those buy transactions, the tag will only apply to the units bought in that tagged transaction. The other purchases remain untagged unless you manually apply the tag to them (or apply it to the Asset or Account).
Practical Example
Imagine you and your spouse have a joint investment account. In this account, you have investments in tech stocks, green energy companies, and some government bonds.
You can start by tagging the account as "Joint Account". All assets and transactions under this account will automatically inherit this tag.
Next, you can tag each asset based on its nature. Tag all tech stocks as "Tech", green energy companies as "Green Energy", and government bonds as "Bonds". All future transactions with these assets will carry the respective tags, along with the inherited "Joint Account" tag.
Now, if you make a purchase transaction with one of your tech stocks and tag it as "Bought in Q1", the transaction will have three tags - "Joint Account", "Tech", and "Bought in Q1".
With this, you can easily filter and analyze your investments - like checking the performance of your Tech stocks bought in Q1, comparing it with your Green Energy investments, or assessing the overall performance of your joint accounts.
Tags Nesting
Tag nesting provides an additional layer of organization. It allows you to create subtags under a main tag, creating hierarchical groupings of any depth.
How to Set Tags
You can set tags by editing an asset, account or transaction.
Create new tags by simply typing them in the field and selecting Create tag "..." option.
To nest tags, use the / character. For example: Ownership/Me.
To tag many things at once, select the rows in any table and change the tag on the whole selection. Tags can also be mapped at import time: Tags is a mappable column for transactions, assets and accounts, and Transaction Tags applies a tag to the transaction alone rather than to its asset or account. See the Transaction Properties Reference.
Different tags for the same asset in different accounts
The same asset held in two accounts can carry different tags, which is what you want when one instrument serves different strategies in different places. Edit the Asset (or the Account), open its Positions tab, and under Specific position settings add the account + asset combination you want to configure, then set the tags for that position alone.
Tag the same ETF Strategy/Growth in your taxable account and Strategy/Income in your IKE, then group or filter the portfolio by Strategy to see both strategies across every account at once.
Inheritance still applies: tags from the account and from the asset merge into the position, and position-specific tags are added on top rather than replacing them. The same panel also carries the position's dividend handling rules and its cost basis method.
Editing and Deleting Tags
To rename or delete a tag, navigate to the Tag in the Portfolio. You will find both options in the context menu.
A tag can also carry a custom color. Open the tag for editing — from the Tags view in the Portfolio, or anywhere tags are managed — and set the color there. The color belongs to the tag itself, so it applies everywhere that tag shows up in your portfolio.
Filtering by Tags
Using the # character will allow you to filter the Portfolio table by tags. For example, typing #owner in the search box will filter the table to only show items tagged with "owner".
The # search box and a filter condition on Tag are not the same tool. #owner hides rows that do not carry the tag and leaves every number as it was; a Tag condition inside a filter drops those positions before anything is computed, so returns, fees and totals move with it. See Filters.
Filtering the table will remove rows that do not contain the tag.
If you have a single transaction with the tag "Sold in 2023", it will be included in rows that include this transaction (eg. the Asset, Account or Market).
If you want to analyze only that single transaction, then navigate to that Tag in the Tags tab instead of filtering the table.
Tags, units and the % marker
A tag put on a transaction applies to the whole Unit (Lot) that transaction belongs to, not to the transaction alone. Tag a Transfer In and the matching Transfer Out turns up under that tag too. This follows from Capitally calculating on units rather than on individual transactions — a unit groups the buy, the sell and the related transactions that make up one complete investment cycle.
A % next to a transaction in a tag view means that transaction was only partly consumed by the unit you are looking at. Buy 2 shares and sell 1, and the original buy is split across two units — one for the share sold, one for the share still held — so the buy contributes only a portion to each. Position Units explains how units are formed.
To see only the transactions that literally carry a tag, type the tag name into the Search field above the transactions table instead of using the # filter. That matches the tagged transactions without their lot companions.
Sorting and grouping the table by tags
Sorting the table by the Tags column groups rows under their tag headings, which is how you get a custom grouping that no built-in Grouping dimension offers. Open the columns selector above the table and set the sort on the Tags column.
Two things people miss. You do not need the Tags column visible to sort by it — the column selector sets the sort independently of which columns are displayed, so you can keep a clean table and still get tag grouping. And tag names sort alphabetically, so prefixing a tag with a number or an emoji pins it to the top: 1 - Core, 2 - Satellite, ⭐ Core. Combine that with nested tags (Strategy/Growth) for a two-level order of your own design.
See Sorting the Table for the rest of the sorting options.