Ability to add Tags to Investment Holdings (edited)

TRS_One

I'd like the ability to tag holdings and then to be able to drill down on a tag (either with a drop down account-like filter, or by using search).

Examples:

I have various holdings of IVV VOO VOOG SPY C-FUND and I want to apply an "S&P 500" tag so I can quickly determine how much of my overall portfolio across various accounts is "S&P 500 holdings".

Or Maybe I need a "FAANG" tag and I apply that to META AAPL AMZN NFLX GOOG

Or maybe I want a "Crypto" tag to apply to GBTC IBIT FBTC BTC FETH ETHE ETH

Or a "WSB" tag or a "Inverse-Cramer", etc hehe

There are plenty of scenarios where I find this would be useful and add a lot of value to the product, b/c as it stands now as I'm going through a semi-annual rebalancing and I'm having to do a lot of math constantly to calculate my overall positions across multiple accounts.

Coach Natalie

@TRS_One, thanks for posting your suggestion to the Community!

I have converted this to an Idea post requesting the ability to add Tags to Investment Holdings so other users can vote on it and our product team can review it. For more details on Idea posts here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!