# Enhanced Tag-Based Grouping for Transactions in Capitally

**URL:** <https://community.mycapitally.com/t/enhanced-tag-based-grouping-for-transactions-in-capitally/127>\
**Category:** Proposals\
**Created:** [June 12, 2024, 6:06am UTC](https://community.mycapitally.com/t/enhanced-tag-based-grouping-for-transactions-in-capitally/127 "2024-06-12T06:06:21Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Michal\_Stanczyk](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/m/0284c7/32.png) [@Michal\_Stanczyk](https://community.mycapitally.com/u/Michal_Stanczyk)\
**Post date:** [June 12, 2024, 6:06am UTC](https://community.mycapitally.com/t/enhanced-tag-based-grouping-for-transactions-in-capitally/127/1 "2024-06-12T06:06:21Z")

</div>

## Background

I have encountered a significant inconvenience while using Capitally, specifically related to the use of tags in transactions for tranche management within a single account. The current system displays assets based on FIFO (First-In-First-Out) for transactions, which does not align with my strategy of managing multiple tranches. To illustrate my point, I have provided screenshots demonstrating the issue using a test project, so the values may not be accurate.

## Current Situation

Here is a brief explanation of my strategy and the problem I am facing:

1. I have two tranches that I manage every two months with a one-month offset.
2. I assigned tags to these transactions: Group 1 and Group 2.

Expected Portfolio Composition:

- **Group 1:** 10 shares of CDP
- **Group 2:** 2 shares of CDP

However, when filtering by tags, Capitally still applies FIFO transaction logic, leading to an inaccurate portfolio representation:

### Screenshots:

1. Initial asset allocation setup with Group 1 and Group 2 tags. 

2. Expected outcome after tagging the transactions. 

3. Actual portfolio representation using FIFO. 

## Feature Request

### Objective

To implement a system that allows for grouping and displaying transactions based on actual tags rather than the FIFO method. This enhancement will provide a more accurate reflection of asset allocation for users employing a tranching strategy in their investment management.

### Proposed Solution

- **Tag-Based Grouping:** Enable an option to view and manage transactions based on their assigned tags. This will allow users to see the precise composition of their portfolios as per their tagging strategy.
- **Custom View:** Develop a custom view feature where users can filter transactions by tags and see the associated asset distribution without the influence of FIFO.
- **Optional FIFO Override:** Allow users to opt-out of the FIFO method for specific accounts or transactions, giving them control over how their portfolio is displayed and managed.