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

sha256:8915fe406161f95c1681f9469375e7bae5b28c884f00bedbdef65e4b0cd0738d docs(flow): commit FLOW-V0-SPEC.md hygiene for 7A-INT merge Human 15 hours ago