Holdings
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | / | Always Show | |
Currency | Multi-select | / | Always Show | |
Tags | Select | / | Always Show | |
Starting Amount | Number | / | Always Show | |
Deposits/Withdrawals | Rollup | - Withdrawals/Deposits
- Amount
- Sum | Always Show | |
Liquid | Formula | / | Always Show | |
Invested In | Relation | Investment Portfolio | Always Show | |
Total Invested Amount | Rollup | - Invested In
- Investment Amount
- Sum | Always Show | |
Fees | Text | / | Always Show | |
Key Notes | Text | / | Always Show | |
Withdrawals/Deposits | Relation | Finance Management | Always Show |
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Synced View | Purpose | Views |
[Investment Holdings] At A Glance | See all your investment holdings at a glance. | - Investment Holdings (Table) |
[Allocate Funds From Finance Management] At A Glance | See all your allocated funds at a glance. | - Allocate Funds From Finance Management (Table) |
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