This personal template includes 9 fields. Log your investment holdings across accounts to review asset allocation and performance. Free to customize and use on ZenBuild.
Date (text, required)
Investment Name or Ticker (text, required)
Asset Type (dropdown selection, required) — options: Stocks, ETF, Mutual Fund, Bonds, Real Estate, Crypto, Other
Shares or Units Held (number, required)
Purchase Price Per Share ($) (number, required)
Current Price Per Share ($) (number, optional)
Total Value ($) (number, optional)
Account Held In (e.g. 401k, Roth IRA, Brokerage) (text, required)
