Locations, labels, and tags
Three ways to organize — when to use which.
MyInvestments gives you three independent axes to slice your portfolio. They don't overlap, and you can use them all at once.
Locations — where the asset is
A location answers the question "if I wanted to touch this asset, where would I go?" One brokerage, one wallet, one bank, one safe. Examples:
- "Exante"
- "Ledger hardware wallet"
- "PKO brokerage"
- "Home safe"
Each asset has exactly one location. The pie chart Allocation by location uses this field directly.
Labels — what kind of thing it is to you
A label is a reusable tag with a name and a color. Unlike a location, an asset can carry many labels. Examples:
long-term/short-termdividend,growth,speculativeemergency fund,retirement,taxes 2026passive,active management
Labels are personal — you define them, you name them. Filter the dashboard by label to see just your dividend stocks, or just your speculative crypto bag.
Tags — lightweight, one-off
Tags are the fastest way to mark something without creating a formal label. One word, no color, added inline. Use them for temporary grouping: a specific thesis, a research cohort, a "to sell" list.
Rule of thumb
- One location, many labels, ad-hoc tags
- Start with just locations — labels and tags come naturally once you have more than fifteen or twenty positions