adding classify-assets.md

docs/en/getting-started/classify-assets.md

@@ -0,0 +1,44 @@
+---
+title: Classifying your assets
+---
+
+A golden rule of investment is to diversify your portfolio across different sectors, types, regions, ... This strategy helps to mitigate risk by spreading investments across various areas.
+
+With taxonomies, you can visualise and measure diversification. A taxonomy is a tool for categorising the investments within your portfolio. There are several predefined and well-known existing taxonomies, such as the Global Industry Classification Standard (GICS), developed by MSCI. Alternatively, you can create your own custom taxonomy; see [Reference > View > Taxonomies](../reference/view/taxonomies/index.md) for further information.
+
+
+Figure: Taxonomies view with several predefined and one custom taxonomy. {class=pp-figure}
+
+![](../reference/view/taxonomies/images/taxonomies-definition.svg)
+
+In Figure 1, several predefined taxonomies (Asset Classes, Asset Allocation, etc.) and one custom taxonomy are added to the Taxonomies view. The main pane displays the definition of the custom taxonomy `myTaxonomy`. It categorises the securities into a Base Currency (EUR) or Foreign Currency group. Daimler and Mercedes are quoted in EUR, while Amazon and Nvidia are quoted in USD. Please note that most securities (72.02%) are not categorised yet and reside in a group labelled `Without Classification`.
+
+To add a taxonomy to the Taxonomies view, select the `File` menu and choose `New > Taxonomy`, or use the sidebar. Select one of the existing taxonomies or create a new one. Use the context menu to add a new classification (category); see [Reference > View > Taxonomies > Managing taxonomies](../reference/view/taxonomies/managing-taxonomies.md) for further information.
+
+There are several ways to add a security to a taxonomy category, the simplest being dragging it from the `Without Classification` list to the desired category, such as `Base currency` or `Foreign currencies`.
+
+Select one of the chart icons on top to visualise the taxonomy and gain a sense of proportion between categories. Click on the tabs below to see an example of each available chart type.
+
+=== "Donut chart"
+
+    ![](../reference/view/taxonomies/images/taxonomies-donut-chart.png)
+
+=== "Pie chart"
+
+    ![](../reference/view/taxonomies/images/taxonomies-pie-chart.png)
+
+=== "Tree map"
+
+    ![](../reference/view/taxonomies/images/taxonomies-tree-chart.png)
+
+=== "Stacked chart"
+
+    ![](../reference/view/taxonomies/images/taxonomies-stacked-chart.png)
+
+=== "Stacked area chart"
+
+    ![](../reference/view/taxonomies/images/taxonomies-stacked-area-chart.png)
+
+=== "Donut chart"
+
+    ![](../reference/view/taxonomies/images/taxonomies-donut-chart.png)

docs/en/getting-started/index.md

@@ -1,31 +1,30 @@
 ---
 title: Getting started
-lastUpdate: 2023-10-25
 ---
 
 In order for you to be able to track, evaluate and manage your securities, Portfolio Performance needs the basic data about your securities accounts and past transactions. After that, you can immediately make your first evaluations and analyze your portfolio and performance from different angles.
 
-# [Installation](installation.md)
+## [Installation](installation.md)
 You can either use one of the precompiled installation files or compile the complete application by yourself. The application is available for MacOS, Windows and Linux.
 
-# [Creating a portfolio file](create-portfolio.md)
+## [Creating a portfolio file](create-portfolio.md)
 Your first step - of course - is to create a new portfolio file with your accounts. The portfolio file contains all securities, accounts, custody accounts, bookings, classifications, etc.
 
-# [Adding securities](adding-securities.md)
+## [Adding securities](adding-securities.md)
 You create the securities that are of interest to you in the list of securities. Master data and historical prices are automatically supplemented and updated by Portfolio Performance.
 
-# [Manage your portfolio](manage-portfolio/index.md)
+## [Manage your portfolio](manage-portfolio/index.md)
 So far you have created your portfolio file with a list of interesting securities. Now, it's time to buy and sell some of those securities, receive dividends, set up a savings plan, receive dividends, ....
 
-# [Measure your portfolio's performance](./measure-performance.md)
+## [Measure your portfolio's performance](./measure-performance.md)
 Performance and risk are crucial. Various views and tools can be used to evaluate your portfolio.
 
-# Carry out classification of asset shares
-With your own structure of your choice, you represent the weighting of the asset shares, e.g. by region and/or asset class.
+## [Classifying your assets](./classify-assets.md)
+To reduce risk, you probably want to diversify your portfolio by region, type, asset, ... Using taxonomies will help you visualize and calculate the amount of diversification.
 
-# Define portfolio strategy and carry out rebalancing
+## Define portfolio strategy and carry out rebalancing
 You map your own portfolio strategy with target values for different share classes.
 You can make a target/actual comparison and perform a rebalancing
 
-# Keeping the portfolio up-to-date
+## Keeping the portfolio up-to-date
 You book new purchases, sales and dividends as well as any costs and taxes incurred. This can be done quickly and easily by importing the bank's PDF statements, or manually