| 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 |
| 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) |