A flat watchlist of 40 tickers is unusable. You end up scrolling past the same names every morning, missing the ones that actually need attention. Strategy tags turn the watchlist into multiple focused mini-lists — dividend candidates, covered-call candidates, growth holds — visible side-by-side. This article covers the tag conventions and how to use them.

Four Tag Patterns That Cover Most Use Cases

Tags are entirely user-defined — no fixed defaults — but the same four labels emerge naturally from how dividend / options investors think. Use these as starting suggestions, then evolve your own vocabulary:

dividend
Dividend-focused holdings
Yielding names you hold for income. Pair with the Valuation page to see which ones are paying historically rich yield today.
options
Covered-call / CSP candidates
Names where you actively run options strategies. Pair with the Volatility page to find rich-premium opportunities this week.
growth
Long-term compounders
Names held for appreciation, not income. Different lens — drawdown depth and earnings momentum matter more than premium income here.
value
Valuation-opportunity candidates
Names on your radar for re-rating. Pair with the Valuation page's P/E percentile column to find the deepest discounts.

Tags Are Multi-Valued

A single ticker can carry multiple tags. SCHD, for example, naturally fits both dividend and options — it appears in both filtered views. The tag system is additive, not exclusive. Your "dividend" view shows every ticker carrying that tag; your "options" view shows every ticker carrying that one; SCHD sits in both.

Tag discipline is the whole game. A ticker with "every tag" is not organised — it is noise. A ticker with zero tags is invisible to your filtered views. Assign tags deliberately: if this name is not a dividend play today, do not tag it dividend just because it pays one.

How to Use Tags as a Morning Routine

One tag per routine, not all at once:

  1. Monday morning: open the options tag. Scan for IVP > 70% names. These are this week's covered-call / CSP candidates.
  2. Pre-ex-dividend: open the dividend tag. Sort by ex-date. The top rows are the names with payments this week.
  3. Drawdown check: open growth + value. Sort by % from 52-week high. Rows at the top have room to add.

Tags = user-defined labels that turn one list into many filtered views
Common patterns: dividend · options · growth · value · multi-valued, additive
One tag per morning routine, not all at once

Tag your Watchlist by strategy →