Personal Assistant

Today is Saturday, January 24. 2 tasks due in next 5 days. 1 Slack capture waiting to process. 9 Work tasks open.

Tasks

Work (9)

Submit brokerage statements

Set up Substack RSS monitor: provide list of Substack names and high-priority keywords for daily digest

Purchase Logitech MX Anywhere 3S mouse ($85) - https://www.logitech.com/en-us/shop/p/mx-anywhere-3s or Amazon

Purchase Dragon Professional Individual 16 ($300) - https://www.nuance.com/dragon.html or https://speechcomputing.com/product/dragon-professional-16/

Purchase Logitech Zone Vibe 100 headset ($100-150) - https://www.amazon.com/Logitech-Lightweight-Headphones-Microphone-Multipoint/dp/B09NBVS84T or Best Buy

Read Flow Trade System current documentation (printed PDFs)

Consider changing the equity trades to market orders for PSOF

Fill out Project Tracker

Tell Ethan about conversation with Daniel Himmelfarb

Personal (7)

Check KOLD ETF

Due in 2 days

PT appointment for knee at 11am

Due in 4 days

Draft and send MyChart email to Northwestern covering: Creatine, Urolithin A, attending physician for biopsy, HSP specialist (open to additional topics)

Therapy - https://chatgpt.com/s/t_69740b49b9f081919af7e6c3563a63e9

Send MyChart email to GP at Northwestern to order echo for heart

Prepare for Schwab meeting

Buddy birthday: Apple Watch, white ceramic oura ring, cake, decorations, Bombas

Active Projects

Flow Trade Trend Following & Month End Trading System

Work

Design a systematic trading approach combining flow-driven trend following with month-end effects

Updated: 2026-01-20

Next Actions:

  • Supply background data and constraints
  • Define universe and signals

Claude Code - Phase 3 Use Cases & Documentation

Work

Document what's being built with Claude Code and identify potential Phase 3 use cases

Updated: 2026-01-20

Next Actions:

  • Document current CC projects (personal assistant, Jira replacement)
  • Identify potential Phase 3 use cases

Flows Trade Return Attribution (MC Data)

Work

Attribute realized PnL across beginning-of-month, auction-day, and end-of-month periods to identify timing patterns

Updated: 2026-01-20

Next Actions:

  • Get final analysis completed from MC (meta analysis done)

PSOF Pitch Refinement for iConnections

Work

Refine PSOF pitch—especially the elevator speech—for iConnections with Ethan and Eric

Updated: 2026-01-20

Next Actions:

  • Review current pitch
  • Draft and iterate elevator speech