How to Create a Custom Column / Tag
Last updated: September 26, 2026
To create a custom column (also referred to as a custom "tag") in the Portfolio Dashboard, navigate to the Portfolio tab, click "Add new", and click "Add custom column".
Last updated: September 26, 2026
To create a custom column (also referred to as a custom "tag") in the Portfolio Dashboard, navigate to the Portfolio tab, click "Add new", and click "Add custom column".