An investment portfolio template for holdings and history
Every buy, sell and dividend kept at the price it executed, with units and cost basis derived from them rather than typed. Group by asset class, sector or account.
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
3 linked tables, arriving with sample data already in them — so you can see how the pieces fit before you add your own.
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.