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190 lines
3.0 KiB
190 lines
3.0 KiB
---
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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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ChildrenType:
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- Investment
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- Note
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Hierarchy: "Root"
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location:
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CollapseMetaTable: true
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banner: "![[IMG_1936.jpg]]"
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banner_icon: 💰
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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 Note
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type append template
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action NewFile
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id CreateNote
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```
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^button-InvtNewNote
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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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      [[Equity Investments|📈]]         [[Crypto Investments|🪙]]         [[VC Investments|🌱]]
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---
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### 🔎 Search
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[[#^Top|TOP]]
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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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```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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```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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```
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---
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### 🗒 Investment list
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[[#^Top|TOP]]
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```dataview
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Table Date as "Creation Date" from "06.02 Investments"
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where !contains(DocType, "WebSource") and !contains(DocType, "Confidential") and !contains(DocType, "Task")
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Sort file.name ascending
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```
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---
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### 💡 Investment ideas
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[[#^Top|TOP]]
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```dataview
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table without id Alias[0] as "Name", Tag as "Asset Class", file.link as "Source" from "06.02 Investments"
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where contains(DocType, "WebSource")
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```
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---
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### 🧭 Tag Navigation
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[[#^Top|TOP]]
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```dataview
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Table without id tags as "Tags" From "06.02 Investments"
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Flatten file.tags as tags
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Group by tags
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```
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---
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### ⏲ TimeStamp check
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[[#^Top|TOP]]
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```dataview
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Table TimeStamp as "Time Stamp" from "06.02 Investments"
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Where TimeStamp > date(today) - dur(100 years)
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Sort TimeStamp ascending
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```
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---
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### 🖥 High Level Investment monitor
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1. [[Crypto Investments#Crypto investment monitor|Crypto]]
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2. [[Equity Investments#Equity investment monitor|Equity]]
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3. [[VC Investments#VC Investment monitor|VC]]
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[[#^Top|TOP]]
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