Tags and labels

Tags are the small colored labels in the TAGS column of the Trade Log. They help you find things: the Tags filter shows only rows with the tags you pick.

There are two kinds:

• System tags, which the app adds by itself, such as WHEEL, DIVIDEND or UNKNOWN_ACB.
• Your tags, anything you type, such as EARNINGS or SWING.

Tags are labels only

A tag describes a row; it never decides anything. Removing WHEEL from a row doesn't undo the wheel, and adding WHEEL to a row doesn't make one. Grouping, strategy detection, results, data issues and taxes all work from the trades themselves.

The one exception is on purpose: tags that end in _STRAT create a card on the Strategies page (see below).

Trades and groups have their own tags

Both a trade and a group row can carry tags.

• Trade tags describe one trade: ASSIGNMENT, STO, DIVIDEND…
• Group tags describe the whole row. The system tags of the trades inside it also show on the group row, so a group holding an assignment shows ASSIGNMENT too.

Removing a trade's tag from the group row hides it on the group only; the trade keeps it.

Adding and removing tags

• Add: select one or more rows and click Add Tag in the bar at the bottom, then pick an existing tag or type a new one. The small + in a TAGS cell selects that row for this. New tags are saved in capital letters.
• Remove: click a tag in the TAGS cell, or select rows and use Remove Group Tag or Remove Trade Tag.

Hiding a system tag

You can remove a system tag you don't want to see. The app remembers that for that one row: it won't put the tag back on the next recalculation, even though the reason for it is still there. Other rows keep their copy.

To bring it back, add the same tag to that row again.

Hiding a warning tag only hides the label. You decided a row's UNCOVERED tag is noise because the call sits in a margin account: the tag goes away, but the row still shows under Show Issues, because the app still can't see shares covering that call.

Where tags can get lost

Tags you add stay on their row. A row that the app replaces with a new one starts without them:

• Selling from an open position. Your tag stays on the open row. The sale becomes a new closed row, without your tag.
• Detected strategies. Your tags on a wheel or covered call row are kept while it's made of the same positions. When a new trade changes it (for example a new call joins the wheel), the row is rebuilt and your tags on it don't carry over.
• Grouping actions. Merging and unmerging create new rows.

Tags on individual trades always stay with the trade.

_STRAT tags: your own strategies

Put a tag ending in _STRAT on group rows and the Strategies page shows a card for it with the combined P&L of those rows. EARNINGS_STRAT becomes an EARNINGS card.

It only works on group rows, not on single trades. Detected wheels also get one automatically, named after the ticker (AAPL_WHEEL_STRAT), so each ticker's wheels have their own card. Details are in Strategy detection.

System tags

What the trade is

What the group is

The LTCG/STCG tags use a simple one-year rule as a quick hint. The tax report applies the real rules for your country (see How the tax report calculates). A group whose cost basis is unknown has no result, so it gets none of these four tags; it carries UNKNOWN_ACB instead (see Data issues).

Something to check

These point at data that may be incomplete. Data issues explains each one and what to do.