| 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 |
| 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) |
Notion – The all-in-one workspace for your notes, tasks, wikis, and databases.