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.

The 4 Default Tags That Cover 80% of Use Cases

dividend
Dividend-focused holdings
Yielding names you hold for income. The watchlist sorts these by yield percentile — you see at a glance which ones are paying historically rich yield today.
options
Covered-call / CSP candidates
Names where you actively run options strategies. Sorted by IV percentile so the "which one has rich premium today" question answers itself.
growth
Long-term compounders
Names held for appreciation, not income. The options / yield columns are dimmed — you are not trying to collect premium on these.
value
Valuation-opportunity candidates
Names on your radar for re-rating. Sorted by P/E percentile — the ones in the bottom 20% are the ones worth the deeper dive today.

Tags Are Multi-Valued

A single ticker can carry multiple tags. SCHD is usually tagged dividend + options — it appears in both sub-lists. The tag system is additive, not exclusive. Your "Dividend" view shows every ticker with the dividend tag; your "Options" view shows every ticker with the options tag; 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 = multiple focused mini-lists from one watchlist
dividend · options · growth · value — multi-valued, additive
One tag per morning routine, not all at once

Tag your Watchlist by strategy →