How to Manage Tags in K1 Aggregator

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Overview

Tags can be used to segment investments in K1 Aggregator. There are two ways to add tags to your investments:

1. Manually add tags to an investment in the 'Investment Information' section.
2. Manage tags through import.

Manually Add Tags

Open an investment from the 'Manage Investments' list. Under 'Investment Information', you can add tags by typing into the tag field and hitting 'enter'.

Add Tags During Import

You can include tags in the import file by adding comma-separated tags in the 'Tags' column.

You can update existing tags using the Import file as well.

1. Export your investments
2. Make updates to your investment tags in the Excel file
3. Import the updated file

Tips:

• Regularly save your work and verify changes before refreshing or navigating away from the page.
• Document any recurring issues with screenshots and detailed descriptions to assist technical support.

For further assistance, contact the K1x Support Team by clicking on the "Get Help" button on our apps or in our Help Center.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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