Merge files based filename XOR metadata and clean up for future queries

What I’m trying to do


  • I am manually documenting trades I make in a daily note (thoughts, ideas, emotions). The file name is the current date of that day in the format dd.MM.yyyy (lets call them mind notes)

  • I also download a CSV document weekly from my broker where every single transaction is listed to review my trades (data notes)

  • I am trying to merge data notes into mind notes as there is always one mind note for the day but many data notes for each transaction

  • The goal is to automatically prepare that final file for future queries with the help of templetar

Things I have tried

  • With templetar I was able import my CSV file to obsidian and convert each line of transaction into one note. A day can have many transaction so the output looks like this

Data Notes Folder

  • 21.06.2023 9_22
  • 21.06.2023 10_14
  • 21.06.2023 10_18
  • 21.06.2023 13_14
  • 20.06.2023 08_24
  • 20.06.2023 09_36
  • 20.06.2023 11_56

Mind Notes Folder

  • 21.06.2023
  • 20.06.2023
  • The columns of the CSV files are converted into frontmatter so my Data Notes have a date field as metadata dd.MM.yyyy hh:mm and as file name dd.MM.yyyy hh_mm

  • My Mind Notes have no date field as frontmatter yet since the filename is already a date (I suppose)

  • I want to merge my files to make it easy to query them in the future and I am not sure how to go about it. The following is screenshot of a work in progress query

TABLE, tags, maxprofitup, maxprofitdown, blindasrs, movedslbe, type, embed(link(rows.cover, "300")) as Cover, rows.amount
FROM "Mind Notes" OR "Data Notes"
WHERE type = "trade"
  • Atm I just manually add a type=“trade” field to have a common query and group by But I feel like there should be a more elegant way to go about my endeavor.

  • Is it even necessary to merge my files or should I just work with queries to select for my data

  • Or is ist better to have one file with clean metadata

  • My goal is to analyze trades with queries. Therefore I will add more fields later or consolidate them

  • As you can see in the screenshot by grouping I’m already running into problems, because now my query needs to have rows.amount to show content

  • Im worried that if I don’t start with a clean approach now its gonna be a mess once I add more and more queries, fields and trades

So any guidance how to go about this would be very appreciated. I hope my use case description is somewhat understandable.



Another Example Query:

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