| Property Name | Type | Purpose | Relation | Hide Property |
|---|---|---|---|---|
| Name | Title | / | Always Show | |
| Years in Operation | Formula | / | Always Show | |
| Tags | Multi-Select | / | Always Show | |
| Description | Text | / | Always Show | |
| Rules to Follow | Text | / | Always Show | |
| Purchased | Relation | Investment Portfolio | Always Show | |
| Status | Select | / | Always Show | |
| Tickers | Text | / | Always Show | |
| Operation Start Date | Date | / | Always Show | |
| 2019 (Value/Share) | Number | / | Always Show | |
| 2018 (Value/Share) | Number | / | Always Show | |
| 2017 (Value/Share) | Number | / | Always Show | |
| Average APY | Formula | / | Always Show |
| Template Name | Properties Auto-Filled | Purpose |
|---|---|---|
| / | / | / |
| Synced View | Purpose | Views |
|---|---|---|
| [Investment Watchlist] At A Glance | See all your investment watchlist at a glance. | - Investment Watchlist (Table) |
| [Types Of Investments] At A Glance | See all types of your investments at a glance. | - Types Of Investments (Gallery) |
Learn the principles behind our systems and build together with us in our new “Making Of…” YouTube series (coming soon!) designed to help you go from zero to hero with our tools.
If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.
If you still have questions, let us know how we can help! If you'd have any thoughts or feedback to improve this article, please click the bookmark below to access the Notion page powering this article and make suggestions.
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