The Tags and Notes tab shows you the customized tags & notes you’ve made for your position. It also lets you add new tags & notes.  Remember, you access the Asset Details page by clicking a ticker in the Positions area under the My Portfolio Tab.

There are several tabs on this page.  We’ll want to click the Positions Details tab.  If you haven’t added any tags or notes, this area will be blank.

To add Notes and/or Tags, simply click the pencil icon to edit.

You’ll now type your tags & notes.  Make sure to Save your changes when you’re done.

Why would I want to use Tags & Notes?

This is a common question we hear.  Tags & notes can help organize your information and help you remember why you purchased something.  Say you had a portfolio mixed with silver and gold stocks.  You could tag your silver and gold stocks to keep them more organized.

*Note – The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.