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How to Portfolio mngmt with Relations/Rollups?

Hi all
I'm trying to build a Notion crypto portfolio tracker and I'm running into troubles with displaying the percentage of my holdings.
I know the way to do it is with relations/rollups since Notion cannot base calculations on the "sum" fields underneath tables.

I have left some random stuff in my list and shared it as a template.

May anybody help me out how to achieve it?

I think my main problem is the link between Portfolio and Purchase History (see notion template, link above). I thought it's best to just have a relation between the ticker and to roll up the invest sum into the main portfolio (which is working fine). But in order to create percentages of my whole portfolio, I was trying to get the total going, unfortunately I'm only able to get it to work with a native column of the "Portfolio" table (such as "Planned Invest"). I cannot use the desired already rolled up column "SUM (Invest)" because it belongs to the "Purchase History".
If I try another approach and set a relation with "Purchase History" I'd need to select all transactions manually, which is definitely wrong and would have to be updated for each new transaction.

I'd appreciate somebody explaining what I'm doing wrong or directly try it in my open template.

Thanks in advance.

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