I am wondering if there is a way to group assets by “type”. for example, I have some assets that are liquid investments (like stocks) or cash, and then other assets that are less liquid (e.g. my home). Of course its helpful to see aggregated net worth, but Id also like to be able to see my liquid net worth (liquid assets - short term liabilities like CC balances) separated from my longer term illiquid investments.
Any suggestions on how to do this? thanks!!!