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.
Investment Portfolio
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 | |
Conversational! | Formula | / | Always Show | |
Type | Select | / | Always Show | |
Growth To Date | Formula | / | Always Show | |
Current Value/Share | Number | / | Always Show | |
Investment Amount | Number | / | Always Show | |
Investment Date | Date | / | Always Show | |
Current Value | Formula | / | Always Show | |
Investments | Relation | Companies and Stocks to Watch | Always Show | |
Value / Share (On Date of Purchase) | Number | / | Always Show | |
Months | Formula | / | Always Show | |
Years | Formula | / | Always Show | |
Which Account? | Relation | Holdings | Always Show | |
Realized Gains/Losses | Relation | Realized Gains/Losses | Always Show | |
Cash In/Cash Out | Rollup | - Realized Gains/Losses
- Change In Portfolio
- Sum | Always Show | |
Rules | Rollup | - Investments
- Rules to Follow
- Show original | Always Show | |
Unrealized Gains/Losses | Formula | / | Always Show | |
Review Freq. | Select | / | Always Show | |
Review Every | Formula | / | Always Show | |
Review? | Formula | / | Always Show | |
Last Edited | Last edited time | / | Always Show | |
Account Notes | Rollup | - Which Account?
- Key Notes
- Show original | Always Show | |
Potential Fees | Rollup | - Which Account?
- Fees
- Show original | Always Show | |
Average APY | Rollup | - Investments
- Average APY
- Sum | Always Show | |
Related to Companies and Stocks to Watch (Purchased) | Relation | Companies and Stocks to Watch | Always Show | |
Related to Companies and Stocks to Watch (Purchased) | Relation | Companies and Stocks to Watch | 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 Portfolio] At A Glance | See all your investment holdings at a glance. | - Investment Holdings (Table) |
[Investment Portfolio] Intelligent Investor | See all your allocated funds at a glance. | - Allocate Funds From Finance Management (Table) |
What’s Next?
Fast Track Your Mastery
Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.
If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.
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