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2.9 KiB
2.9 KiB
Parent:: @Finances
^Top
name Create Note
type append template
action NewFile
id CreateNote
^button-InvtNewNote
name Save
type command
action Save current file
id Save
^button-InvMSave
Investments map
title: Summary
collapse: open
This note enables to navigate in the Admin section and find any Note in this Vault by Note or Tag.
style: number
📐 Cluster Architecture
🔎 Search
name Search Investments
type command
action MetaEdit: Run MetaEdit
id EditMetaData
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})
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})
🗒 Investment list
Table Date as "Creation Date" from "06.02 Investments"
where !contains(DocType, "WebSource") and !contains(DocType, "Confidential") and !contains(DocType, "Task")
Sort file.name ascending
💡 Investment ideas
table without id Alias[0] as "Name", Tag as "Asset Class", file.link as "Source" from "06.02 Investments"
where contains(DocType, "WebSource")
🧭 Tag Navigation
Table without id tags as "Tags" From "06.02 Investments"
Flatten file.tags as tags
Group by tags
⏲ TimeStamp check
Table TimeStamp as "Time Stamp" from "06.02 Investments"
Where TimeStamp > date(today) - dur(100 years)
Sort TimeStamp ascending
🖥 High Level Investment monitor
- Crypto Investments#Crypto investment monitor
- Equity Investments#Equity investment monitor
- VC Investments#VC Investment monitor