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Investment Portfolio - Blueprint

Keep track of all of your investments in one place.

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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