I would like to classify my assets in four categories of Liquidity/Risk and to be able to display them in chart, pie-chart or x-ray type of charts:
1. Very High Liquidity / Very Low Risk
2. High Liquidity / Low–Moderate Risk
3. High Liquidity / Moderate–High Risk
4. Very Low Liquidity / High–Very High Risk
Is there a way to custom create these categories or even using tags? I already use tags to classify my assets by type, more granular than the Asset Type tab that already exists.
You can create as many tags as you want and also nest them with “/”. So you have two options:
Nest your type tags like “Type/Some type” by selecting the tags and moving them. Then set your liquidity tags like “Liquidity/…”
You can also edit categories or add your own. Categories are meant as an expansion of asset types, so you can use them instead of tags. Then add liquidity as tags (but keep them nested so you can add more tags in the future)