Presentation   Portfolio Management   Tagging Portfolios

Tagging Portfolios

You can add tags to portfolios in just a few simple steps. First, go to the Portfolio Management page, accessible anywhere from the book icon in the navigation bar.

Portfolio Management Button


Next, click on the Tag icon next to the portfolio that you would like to tag. Remember, you can have multiple tags for any portfolio. You can view a breakdown of your tags from the dashboard.

Portfolio Tags


Next Page - Saving your Portfolio