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125 lines
1.5 KiB
125 lines
1.5 KiB
---
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Alias: ["Equity Investment"]
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Tag: ["Wealth", "Equity"]
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Date: 2021-08-17
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DocType: "Confidential"
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Hierarchy: "Root2"
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TimeStamp:
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location: [51.514678599999996,-0.18378583926867909]
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CollapseMetaTable: Yes
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---
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Parent:: [[@Investment master|Investments]]
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---
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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-EquityInvSave
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# Equity Investments
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```ad-abstract
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title: Summary
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collapse: open
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The note summarises investment made in public Equity.
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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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### Investment overview
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```dataview
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Table Investment.Ccy as "Currency", Investment.Style as "Style", Investment.Stage as "Stage" from "Investments"
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Where DocType = "Investment" and Investment.Type = "Equity"
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Sort file.name ascending
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```
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---
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### Transactions overview
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```dataview
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Table Investment.Ccy as "Currency", Trading.PPrice as "Price at Purchase", Trading.PDate as "Investment Date" from "Investments"
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Where DocType = "Investment" and Investment.Type = "Equity"
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Sort file.name ascending
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```
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---
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### Equity investment monitor
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**[[Airbus]]**
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```tasks
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not done
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path includes Airbus
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sort by due
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hide backlink
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hide task count
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```
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**[[Thalès]]**
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```tasks
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not done
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path includes Thalès
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sort by due
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hide backlink
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hide task count
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```
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**[[Valneva]]**
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```tasks
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not done
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path includes Valneva
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sort by due
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hide backlink
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hide task count
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```
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