Tags and Colors

Tags and Colors provide you with the ability to classify and group tickers according to any classification scheme that is of value to you. Once a ticker is classified by a tag or by a color, they can be grouped so that tickers with like tags or like colors will be displayed together.

Tags and colors are independent of each other, so it is possible to run two separate classification schemes at the same time.

Tags

Tags allow you to give a ticker a specific identifier using words. For example; “Buy at Target” or “Research After Earnings”. The tags you use are completely up to you. Tags can added as a column to any View in the Table. Tickers can also be grouped by tag in the table. The following screenshot shows a table view with the tag column.

Tags Column

This is a screenshot of the same table grouped by Tag. Grouping is done by right clicking on the Ticker column and selecting Tag from the Group By menu choice.

Tags Column With Grouping

This screenshot shows how to access tags and manage tags.

Tags_color

This screenshot shows the Manage Tags window where you can add new tags, remove them, and add tickers to specific tags.

Tags_color

Colors

Colors allow you to paint different tickers different colors, For example Green could mean “Buy”, Red could mean “Sell” and Yellow could mean “Have Concerns”. The meaning of each color you use is up to you.

The screenshot below shows how to access Color when right clicking on a ticker in the Table.

Tags_color

Below is a screenshot of a the table using the red, green and yellow colors. The table is grouped by color.

Tags_color

Manage Color Names

You also have the ability to name the colors. When you right click on any ticker in the table, you will get a menu, where one of the menu items is Color. At the top of the Color sub-menu is an item called Manage Color Names as shown below.

Color Menu

When you click on Manage Color Names, you get the following window.

Manage Color Names

In the example below we edited a few of the names to be more descriptive:

Green = Buy
Yellow = Caution
Red = Sell
Blue = Hold
Cyan = To Research

After the edits, the manage window would look like this:

New Color Names

Now when you right click on Color, you see the color names chosen as shown below.

New Color Names Menu

The names you select for colors are also used when you group by color in the table as shown in the screenshot below.

Color Grouping Table

Show Stocks with Colors or Tags

If you want to see all the stocks you have set a color or tag for you can select the following options to create a watchlist to display all the tickers you have for all your colors/tags or specific ones.

To view all the stocks with colors, right-click on a ticker and select the ‘Show Stocks with Color’ option as seen in the screenshot below.

Show Stocks with Color

This will open the window as seen below. Here you will give the new watchlist a name and select all colors or specific colors, and it will create a new watchlist after clicking ‘Show’.

Show Stocks with Color

To view all the stocks with tags, right-click on a ticker and select the ‘Show Stocks with Tags’ option as seen in the screenshot below.

Show Stocks with Tags

This will open the window as seen below. Here you will give the new watchlist a name and select all tagss or specific tags, and it will create a new watchlist after clicking ‘Show’.

Show Stocks with Tags

As seen in the screenshot below you can see the watchlists created from the steps above.

Show Watchlists

For more information on Tags and Colors, please see our help section on tags and coloring.


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