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Using Tags

Overview​

Tags help you organize and filter filings. You can create custom tags and apply them manually, or let the AI auto-tagging system categorize filings automatically.

Creating Tags​

  1. Navigate to My Tags in the sidebar
  2. Click Create Tag
  3. Enter a tag name
  4. Choose a color for the tag
  5. Click Save

Applying Tags to Filings​

On any filing page, click the tag icon on a filing row to add or remove tags. You can apply multiple tags to a single filing.

AI Auto-Tagging​

When enabled (Settings → AI & Automation → Auto-Tagging), new filings are automatically analyzed and tagged based on their content. Common auto-tags include:

  • M&A — Mergers and acquisitions
  • Leadership — Executive changes
  • Earnings — Financial results
  • Debt — Financing and debt offerings
  • Legal — Litigation and regulatory matters

Filtering by Tags​

On any filings page, use the tag filter to show only filings with specific tags. This is especially useful for tracking themes across multiple companies.