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An investment portfolio template for holdings and history
Funds → investments → companies → updates. Roll up exposure per company; lookup sector onto every check.
Use this template
Free for one person · no credit card
Who it's for
Individual investors who want position history rather than a single current number.
What makes it work
- Positions derived from transactions, so cost basis is computed rather than typed.
- Every buy and sell kept as history, with the price as executed.
- Allocation by asset, sector or account as a grouping, not a rebuild.
What's inside
4 linked tables, arriving with sample data already in them — so you can see how the pieces fit before you add your own.
Companies
Funds
Investments
Updates
Not quite your shape?
Every template is a starting point, not a cage. Rename tables, add fields, change the relationships, delete what you don't need. Or skip templates entirely and describe your business to RowFold — it will assemble a workspace around what you actually do.