Investment Holdings - Blueprint

Holdings

Property Name	Type	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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