Investment Portfolio
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 |
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
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) |
