Overview
Vyzer's Custom Classes feature allows you to categorize and organize your investments more effectively. You can create and manage custom classes and sub-classes, assigning unique names, descriptions, colors, and icons to each. This functionality enhances your ability to track and analyze your portfolio with precision.
Accessing Custom Classes Management
Navigate to the Preferences page on your Vyzer profile by visiting https://app.vyzer.co/profile/preferences. Here, you'll find the Custom Classes Management section.
Creating a Custom Class
Add Custom Class: Click the call-to-action button to start creating a custom class.
Details: Provide a name (up to 40 characters), description, color code, and icon.
Visualization: Each custom class has a designated color for pie charts and an icon background color.
Creating a Custom Sub-Class
Add Sub-Class: After creating a main class, the option to add a sub-class becomes available.
Details: Enter a name (up to 40 characters). The color scheme will match the main class.
Management: You can rename or delete sub-classes at any time.
Setting a Custom Class and Sub-Class to an Item
Once you have defined your Custom Class and Sub-Class, you can assign them to an item. Go to the item's info section and select the relevant class/sub-class from the dropdown menu.
You can also apply new classes in bulk using the bulk edit functionality.
Bulk Editing
The bulk edit option is available in the item list view. Access bulk edit via the menu. Select items to edit attributes such as Holding Entity, Custom Class, Risk Level, and more.
