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---
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QITableType: overview
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QIInvType:
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QIAddedD:
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QIStyle:
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QIStage: Early
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QICcy:
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QITheme:
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QITradingd:
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QITradingp:
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cssclass: recipeTable
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Alias: ["Investment Master"]
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Tag: ["Wealth", "Investment", "Equity", "VC", "Crypto"]
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Date: 2021-08-17
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DocType: "Confidential"
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Hierarchy: "Root"
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location: [51.514678599999996,-0.18378583926867909]
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CollapseMetaTable: Yes
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---
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Parent:: [[Finances]]
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---
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^Top
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```button
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name Create New Note
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type note(New Note) template
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action Template Note
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id NewNote
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```
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^button-InvtNewNote
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```button
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name Create New Investment
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type note(New Investment) template
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action Template Investment
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id NewNote
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```
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^button-InvNewInvestment
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```button
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name Save
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type command
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action Save current file
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id Save
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```
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^button-InvMSave
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# Investments map
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```ad-abstract
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title: Summary
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collapse: open
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This note enables to navigate in the Admin section and find any Note in this Vault by Note or Tag.
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```
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```toc
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style: number
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```
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---
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### Cluster Architecture
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[[#^Top|TOP]]
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1. [[Equity Investments]]
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2. [[VC Investments]]
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3. [[Crypto Investments]]
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---
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### Search
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[[#^Top|TOP]]
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|
 
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|
```button
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name Search Investments
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|
type command
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|
action MetaEdit: Run MetaEdit
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|
|
id EditMetaData
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|
```
|
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|
|
|
|
 
|
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|
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|
|
```dataviewjs
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|
dv.view("00.01 Admin/dv-views/print_invsearch", {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})
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|
|
```
|
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|
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|
|
|
 
|
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|
```dataviewjs
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|
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})
|
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|
|
```
|
|
|
|
|
|
|
|
 
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
 
|
|
|
|
|
|
|
|
### Investment list
|
|
|
|
[[#^Top|TOP]]
|
|
|
|
 
|
|
|
|
|
|
|
|
```dataview
|
|
|
|
Table Date as "Creation Date" from "06.02 Investments"
|
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|
Sort file.name ascending
|
|
|
|
```
|
|
|
|
|
|
|
|
 
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
 
|
|
|
|
|
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|
|
### Tag Navigation
|
|
|
|
[[#^Top|TOP]]
|
|
|
|
 
|
|
|
|
|
|
|
|
```dataview
|
|
|
|
Table without id tags as "Tags" From "06.02 Investments"
|
|
|
|
Flatten file.tags as tags
|
|
|
|
Group by tags
|
|
|
|
```
|
|
|
|
|
|
|
|
 
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
 
|
|
|
|
|
|
|
|
### TimeStamp check
|
|
|
|
[[#^Top|TOP]]
|
|
|
|
 
|
|
|
|
|
|
|
|
```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]]
|
|
|
|
|
|
|
|
[[#^Top|TOP]]
|
|
|
|
|
|
|
|
 
|
|
|
|
 
|