| Property Name | Type | Purpose | Relation | Hide Property |
|---|---|---|---|---|
| Name | Title | / | Always Show | |
| Sale Date | Date | / | Always Show | |
| Why Did You Make This Change? | Text | / | Always Show | |
| Change in Portfolio | Number | / | Always Show | |
| Value/Share On Sale Date | Number | / | Always Show | |
| Value/Share On Original Purchases | Rollup | Always Show | ||
| Growth | Formula | / | Always Show | |
| Realized Gain/Loss | Formula | / | Always Show | |
| Portfolio | Relation | Investment Portfolio | Always Show | |
| Conversational Bot | Formula | / | Always Show |
| Template Name | Properties Auto-Filled | Purpose |
|---|---|---|
| / | / | / |
| Synced View | Purpose | Views |
|---|---|---|
| [Investment Returns] At A Glance | See all your investment holdings at a glance. | - Monthly Summary (Table) |