Tagging holdings
Tags are your own labels on top of Gylder's categories. They become a dimension you can slice the portfolio by, which is how you see performance by strategy rather than by asset class.
On this page
Gylder categorises your holdings by what they are: a security, crypto, cash, property. Tags let you categorise them by what they are for.
That distinction is the whole point. Asset class is a fact about the instrument. Strategy is a fact about your intent, and only you know it. Two ETFs sitting in the same account can be a pension and a house deposit, and no automatic classifier will ever tell them apart.
Creating and applying tags
Tags are created as you use them. Start typing a tag on a holding and you will be offered the option to create it. There is no separate step to define a vocabulary first.
Existing tags are managed from the Filters & Tags page, where you can see what you have and tidy up.
A holding can carry several tags at once. A position can reasonably be both dividend and
long-term, and you do not have to choose.
Tags become a dimension
Once applied, tags show up as Strategy in the diversification donut on the investments dashboard, alongside sector, currency, exchange, security type, broker and the rest.
Pick that dimension and the donut redraws by your labels rather than by anything Gylder decided. Click a slice and it becomes your filter, so the holdings table and the other tabs narrow to it. That is the shortest path from "I have tags" to "how did my long-term holdings do against my speculative ones".
Anything untagged is grouped into a single Unlabelled slice rather than being dropped, so the donut always accounts for your whole portfolio.
Two behaviours worth knowing
Multiple tags on one holding are handled differently depending on what you are doing, and the difference is deliberate.
When filtering, tags are combined with OR. A holding tagged pension shows up under a filter
looking for pension, whatever else it also carries.
In the donut, a holding's value is split across its tags. A €10,000 position carrying two tags contributes to both slices rather than being counted twice. If it were counted in full under each, the donut would total more than your portfolio and the percentages would be meaningless.
So a holding with many tags appears in many filters, but never inflates the total.
Retagging shows up immediately
Tags are applied on top of the cached portfolio data rather than baked into it, so adding or removing one is visible on the next load. You do not need to wait for a sync or a recompute.
This makes tags cheap to experiment with. If a labelling scheme turns out to be wrong, change it and look again.
Choosing a scheme
A few things that tend to hold, whatever you are tracking.
Tag by intent, not by attribute. technology duplicates the sector dimension Gylder already
gives you. retirement does not exist anywhere else.
Keep the list short. Tags are useful because they collapse a portfolio into a handful of meaningful groups. Thirty tags on forty holdings is a second copy of the holdings list.
Expect to use them with filters. Tags on their own are labels. Combined with asset classes in a filter, they become the saved views you return to. That is where the work pays off.
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