Obsidian_vault/_Templates/Investment Note.md

678 B

asset type date status tags
<% tp.file.title %> equity <% tp.date.now("YYYY-MM-DD") %> researching

Investment: <% tp.file.title %>

Asset: Type: equity | crypto | real-estate | angel | fund Status: researching | thesis-formed | invested | monitoring | exited


🎯 Investment Thesis

Why would this outperform? What is the edge?

📊 Key Metrics

Metric Value Source

⚠️ Key Risks


🔍 Research Notes


🤝 Decision

(link to Decision Log)

Entry: Target: Position size rationale:


📅 Updates

<% tp.date.now("YYYY-MM-DD") %>