README.md
markdown
sha256:94ec65bd2b200240ac785a97cf14c5db066832bd608a24d6a9c151f17b918b02
feat(calendar): hosted bridge/gateway route parity and time…
Human
minor
⚠ breaking
37 days ago
Finance template
This template supports portfolio tracking, tax documentation, blockchain activity, and audit-friendly narratives. It pairs human-readable notes with structured frontmatter where imports or tooling expect consistent fields.
Target audience
- Individuals and small firms reconciling on-chain and off-chain positions
- Tax preparers receiving event summaries without raw keys or full wallet dumps
- Anyone who wants thesis, positions, transactions, and quarterly reports linked in one vault
Folder layout
| Folder | Purpose |
|---|---|
inbox/ |
Orientation and quick capture |
thesis/ |
Investment theses with risks and horizons |
positions/ |
Allocation snapshots and rebalance notes |
transactions/ |
Per-tx or per-transfer notes; optional blockchain frontmatter for CSV alignment |
reports/ |
Quarterly or annual summaries |
tax/ |
Taxable event trackers by year |
Security: Never store seed phrases, private keys, or exchange passwords here. Use wallet_address and tx_hash as public references only. Sample data in this template is fictional.
File History
1 commit
sha256:94ec65bd2b200240ac785a97cf14c5db066832bd608a24d6a9c151f17b918b02
feat(calendar): hosted bridge/gateway route parity and time…
Human
minor
⚠
37 days ago