How to use custom-colored labels

Overview

In ORCA, you can utilize custom-colored labels to:

Group your Persons, Legal Entities, and Assets;

Filter by custom criteria (and save them as How to manage “Saved Views” );

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

Importing and Assigning Labels via CSV

To assign labels across multiple entities or assets in bulk rather than one by one in the app, you can use CSV imports. Importing labels into ORCA is a structured two-step process:

Step 1: Create the labels (defines the label ID, display name, and color).

Step 2: Assign the labels (links the label ID to your entities, persons, or assets).

Step 1: Create Labels via CSV

If your labels do not already exist in the vault, upload a CSV file with rows of type label:

type: label

id: Exactly 32 characters, using only digits 0-9 and uppercase letters A-F (e.g. 3F9A1C0B7E2D4A6F8B1C3D5E7F9A0B2C). A human-readable ID like LBL_BUSINESS is rejected and will cause an "error in line X" validation failure.

name: Maximum 24 characters.

color: A hex code in lowercase (e.g. #1f6feb). Uppercase hex codes (e.g. #1F6FEB, which Excel often outputs) will cause the upload to fail.

Note on Existing Labels: If a label with the same ID already exists in the vault, the upload will halt to prevent overwriting. If your labels are already created in the app, you can skip Step 1:

1. Export your vault under Data Management > Export vault data.

2. Copy the 32-character label IDs from the label section of the export.

3. Use those IDs in Step 2.

Step 2: Assign Labels to Entities (`entity label`)

To assign labels to entities, persons, or assets, use the entity label event type:

version,2.0
type,id (optional),event type,date (optional),object,label,end date (optional),notes (optional)
event,,entity label,,ENTITY_ID,LABEL_ID,,

type: event

event type: entity label

object: The unique identifier (External ID) of the target entity, person, or asset (e.g. HOLDCO_01).

label: The 32-character hexadecimal label ID (from Step 1 or copied from your vault export). Do not use the label name (e.g. Business), as the import requires the system ID.

date / end date (optional): Optional YYYY-MM-DD date range to track label changes across historical time travel.

notes (optional): Optional notes for internal reference.