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Investment Holdings - Blueprint

Maintain an up-to-date record of all of your investment holdings here.

Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each component so that everyone has the ability to deconstruct, re-create, and extend their components as they wish.

What’s In This Component?

Each component is made up of databases, which is where the data is stored. Every entry in the database represents a new item of this component.


 

Holdings

Properties

💡
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
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
 

Templates

💡
How data and properties are auto-filled for common use cases.
Template Name
Properties Auto-Filled
Purpose
/
/
/
 

Synced Views

💡
How the data can be presented for common use cases and distributed across your workspace.
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)
 

What’s Next?

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