Trader / Investor

Two domains: what you hold and what you are studying.

10/Use case

Active traders, angel investors, crypto participants, finance-focused individuals. Separates the live portfolio and trade log from the macro thesis and company research that informs it.

20-portfolio/Portfolio

positions/
trades/
pnl/
watchlist/

30-research/Research

macro/
companies/
thesis/
sectors/

Folder tree

your-vault/

20-portfolio/
  positions/
  trades/
  pnl/
  watchlist/

30-research/
  macro/
  companies/
  thesis/
  sectors/

Folder names are suggestions. Rename any slot during the build interview.

20/Sample compass

How this template's domains tend to appear in compass.md

This is a reference example, not auto-written to your vault. The build interview compiles your actual answers into compass.md.

examplecompass.md

### This week
**Portfolio** -- rebalance tech allocation, close two positions
**Research** -- build thesis on energy sector rotation

### When priorities collide
Portfolio risk management always comes first.

30/Use this template

One command to scaffold. One conversation to pick your template.

terminal

$ npx ideaverse-os init ~/my-vault

# open in your harness, then:
/ideaverse-os build --phase=domains
# -> select "trader-investor" when prompted

Get started All templates

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