Hello there,
I am working on setting up a personal investment management system and am seeking some guidance on configuring custom categories within the software to better track and manage my investments.
I am trying to make custom categories that correspond with my investment types and methods but i am facing some issu; I have been examining the software’s features and reading the documentation. For example, I would like to create distinct categories for bonds, etfs & real estate. To have a more detailed understanding of my investments I would like to create subcategories for various sectors and countries.
Providing investments into these customized categories will help me diversify my portfolio and enhance my ability to track success but I have not seen any clear instructions on how to put them up and manage them efficiently.
Create & manage custom categories for different asset classes and investment strategies?
Allocate investments within these categories to track their performance effectively?
Generate reports that reflect these custom categories and offer insights into the performance of each segment? 
I am also interested in understanding the best practices for visualizing this data to aid in decision-making.
Also i have check this;
https://community.documentfoundation.org/t/libreoffice-users-which-template-categories-are-built-in-how-to-name-custom-ones-sfmc/ still i need your advice.
Any assistance or pointers to relevant documentation would be greatly appreciated.
Thank you in advance for your help & assistance 