Overview
In ORCA, you can utilize custom-colored labels to:
- Group your Persons, Legal Entities, and Assets;
- Filter by custom criteria;
- Easily identify critical Entities in your chart.
These labels allow you to add extra information, create a unique overview, differentiate your investments, and highlight crucial activities.
Here are some ideas on how you can use colored labels:
- For mental accounting of your assets, such as:
- Operative vs. family investments
- Hobby or personal investments
- Legacy assets
- To track the progress of incorporation (status, phase, missing documents, etc.)
- To label your tax-exempt entities
- To visualize important family members in your chart
- To color-code and highlight your art, bank accounts, or other assets
Group your structure based on the labels
Filter your structure based on labels
👋 Pro Tips
- You can add multiple labels for each entity
- Time travel works also with labels - simply add a date and see your labels changing throughout time
