Tags vergeben aus der Wertpapierübersicht heraus (zur Klassifizierung) | Feature Voting (Portfolio Tracker)

Assigning tags from the securities overview (for classification)

complete

Michael Gesamtportfolio

The new tags are great!
In the holding list, I can see and edit/add existing tags.
If there is no tag yet, I unfortunately cannot assign a tag from the holding list (securities overview).
The detour via opening a holding company, assigning a tag, returning, editing the next holding company, etc., is very uncomfortable.
The tags make it very easy to classify the holdings - so please make them possible from the overview.
It may not be a big thing with great benefits.
Thank you guys!! 😘

October 5, 2026

Michael Gesamtportfolio

Hi Björn,
understood, but it is very impractical and difficult to find for the described use case.
Here are my requirements:
I would simply like to classify my holdings from the securities overview - one by one.
Today: If a day has already been taken (see point 1 in the screenshot), it works very well - one click.
With the 3 dots on the far right, I need 3 clicks instead of one click (at 2 different locations on the screen).
Suggestion (see point 2 in the screenshot): If no tag has been assigned yet, use a plus sign instead of an MTag, which opens exactly the screen from point 1 when clicked. This makes classification very easy.
As I said, the tags are great. Now the last optimization would be nice.
Thanks!

09.10.2026 202613

Björn Beier

updated the status to

complete

Hey! If you currently go over the three small dots, then click on “manage” there you can set the tags