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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​

New filings are automatically analyzed and tagged by AI based on their content. The system supports 40 tag categories. Common auto-tags include:

  • Merger Announcement / Acquisition Announcement — M&A activity
  • Leadership Change — Executive transitions
  • Earnings — Financial results
  • Spin-off / Distribution — Corporate separations
  • Odd-Lot Tender — Equity issuer tender offers with odd-lot priority
  • Take Private — Going-private transactions
  • IPO — Initial public offerings
  • Share Buyback — Stock repurchase programs
  • Bankruptcy — Insolvency proceedings
  • SPAC — SPAC mergers and de-SPACs
  • Loan/Debt Announcement — Financing and debt offerings
  • Legal Proceedings / Legal Settlement — Litigation and regulatory matters
  • CVR — Contingent value rights

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.