Short answer

Tags is a feature that allows investors to categorise and track their investments efficiently. It serves as a journal to monitor performance across asset classes like equity and mutual funds. Additionally, tags can be used to track specific goals, such as saving for retirement, a vacation, or education, helping investors stay organized and focused on their financial objectives.

To create and apply tags, follow these steps:

Arrow web

Click on Holdings.

Hover over the holding and click on Options.

Click on View breakdown.

Click on the search bar and then on +New tag.

Select a colour, enter the tag name and description, and click Save.

Click on Apply tags.

Tags can be modified or deleted by tapping on Manage tags in the breakdown section.