Obsidian/06.02 Investments/@Investment master.md

---

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Alias: ["Investment Master"]
Tag: ["Wealth", "Investment", "Equity", "VC", "Crypto"]
Date: 2021-08-17
DocType: "Confidential"
Hierarchy: "Root"
location: [51.514678599999996,-0.18378583926867909]
CollapseMetaTable: Yes

---

Parent:: [[Finances]]

---

 

```button
name Create New Note
type note(New Note) template
action Template Note
id NewNote
```
^button-InvtNewNote

```button
name Create New Investment
type note(New Investment) template
action Template Investment
id NewNote
```
^button-InvNewInvestment

```button
name Save
type command
action Save current file
id Save
```
^button-InvMSave

 

# Investments map
 

```ad-abstract
title: Summary
collapse: open
This note enables to navigate in the Admin section and find any Note in this Vault by Note or Tag.
```

 

```toc
style: number
```

 

---

 

### Cluster Architecture

 

1. [[Equity Investments]]
2. [[VC Investments]]
3. [[Crypto Investments]]

 

---

 

### Master Navigation

 

```dataview
	Table Date as "Creation Date" from "06.02 Investments"
	Sort file.name ascending
```

 

---

 

### Search

 

```button
name Search Investments
type command
action MetaEdit: Run MetaEdit
id EditMetaData
```

 

```dataviewjs
dv.view("00.01 Admin/dv-views/print_data", {toprint: [dv.current().QITableType, dv.current().QIInvType, dv.current().QIAddedD, dv.current().QIStyle, dv.current().QIStage, dv.current().QICcy, dv.current().QITheme, dv.current().QITradingd, dv.current().QITradingp]})
```

```dataviewjs
dv.view("00.01 Admin/dv-views/query_inv", {tabletype: dv.current().QITableType, invtype: dv.current().QIInvType, dateadded: dv.current().QIAddedD, style: dv.current().QIStyle, stage: dv.current().QIStage, ccy: dv.current().QICcy, theme: dv.current().QITheme, tradingd: dv.current().QITradingd, tradingp: dv.current().QITradingp})
```

 

---

 

### Tag Navigation

 

```dataview
	Table without id tags as "Tags" From "06.02 Investments"
	Flatten file.tags as tags
	Group by tags
```

 

---

 

### TimeStamp check
 

```dataview
	Table TimeStamp as "Time Stamp" from "06.02 Investments"
	Where TimeStamp > date(today) - dur(100 years)
	Sort TimeStamp ascending
```

 

---

 

### High Level Investment monitor

 

1. [[Crypto Investments#Crypto investment monitor|Crypto]]
2. [[Equity Investments#Equity investment monitor|Equity]]
3. [[VC Investments#VC Investment monitor|VC]]

 

---

 

### Costs

 


<mark class="blue">_**Aggregation**_</mark> | One-off Cost | Subscription p.m.
--------|:------------:|:-----------------:
_**Total**_ | £0 | £0


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