Create consolidated findings repository for Flows Attribution analysis
Overdue by 61 daysCalyx: redeclare from poli sci to Program in Exploratory Studies (not A&S Open Option)
Overdue by 109 daysTake next monthly Voyxact shot
Overdue by 95 daysKalle: Create NCSA recruiting profile
Overdue by 94 daysCoordinate with NT coaches on on-water video filming for recruiting
Overdue by 94 daysDetermine whether Shane's 2011 life insurance rating was for smoking or for health - if smoking and he has since quit, request underwriting reconsideration from State Farm
Quantify the Illinois second-death estate tax exposure with Miao Chu and Feinberg, and price what moving life insurance into the ILITs is actually worth
Calyx: email CU Club Soccer to introduce himself and ask about tryouts/preseason
Calyx: open and set up SoFi account
Calyx: review CU Boulder clubs and student support services
Calyx: ROTC discussion and research (Army Golden Buffalo Battalion + AFROTC Det 105)
Order and complete Lofta WatchPAT ONE home sleep apnea test ($189)
Restless Legs Syndrome workup: (1) get serum ferritin + full iron panel (transferrin saturation, iron), (2) explicitly raise 'restless legs' with nephrologist, (3) audit allergy meds for sedating antihistamines
Get pages 1-3 of State Farm policy LF-2950-5600 itself (not another annual notice) - determine whether Shane's term conversion right still exists and until when
Get Schedule A for both ILITs from the Feinberg firm - determine whether either irrevocable insurance trust holds any policy at all
Add missing homeowners endorsements: sewer/drain backup, Ordinance or Law, extended replacement cost, Personal Injury, Cyber/Identity
Decide what happens at the 7/28/2031 and 9/4/2033 term expiries - the need converts from term to permanent, so this hinges entirely on whether Shane's conversion right survived
Re-evaluate SAT/ACT prep approach for Lina — back to the drawing board
Calyx: take CU math and english placement assessments
Calyx: determine if CU chemistry placement assessment is required
Calyx: lock credit at all three bureaus (Equifax, Experian, TransUnion)
Calyx: get a first credit card at SoFi (consolidate finances in one place)
Get umbrella quotes at $3M and $5M plus auto at 500/500/250 from Chris Collins
Therapy - determine modality (ACT, Schema, DBT, MCT) and find provider
Custom personal wealth management agent that provides consolidated wealth visibility across entities, estate plan intelligence, and tax planning/liability tracking as a complement to CPA
Updated: 2026-03-04
Build end-to-end autonomous trading system with production deployment, API execution via Alpaca, and automated reporting
Updated: 2026-03-19
Rebuild Calyx's Fall 2026 CU Boulder schedule and build toward a locally-hosted interactive scheduling app (live seats/waitlist, course reviews, engineering-IUT tracking, ROTC option).
Updated: 2026-07-22
Produce a rigorously cross-checked clinical research dossier on Tarpeyo (budesonide DR) to inform Shane's decision after likely Voyxact insurance denial, and to prepare informed questions for his nephrologist. Triple cross-check methodology: source-anchored writing + triangulation + independent two-pass verification.
Updated: 2026-05-12
Build a science-based, personalized sleep profile (chronotype, circadian typing, sleep need, ideal bed/wake window, ranked levers) that arrives at Rise-app-style insight but grounded in validated instruments + 9.5 years of Shane's own Whoop data. Skeptical of Rise's proprietary black-box model; want transparent, honest, self-anchored analysis.
Updated: 2026-07-16
Coordinate the pre-arrival and freshman-year setup for Calyx at CU Boulder — academic posture, financial setup, identity/credit hygiene, club/ROTC exploration, and ongoing logistics through move-in and first semester.
Updated: 2026-05-19
Understand the type, quality and experience of the Fall 2026 CU Boulder men's club soccer tryout pool, and estimate Calyx's odds of making the Gold team.
Updated: 2026-08-28
Find a therapist in Colorado Springs to help Shane, dad, and step-mom navigate how to handle Danielle (half-sister) — currently homeless, husband incarcerated, chronic job instability, substance abuse history, suspected untreated mental health/medical issues. Family needs professional guidance on boundaries, enabling vs. helping, and whether/how to intervene.
Updated: 2026-05-10
Conduct comprehensive return attribution analysis since fund inception to identify tenor-specific performance, auction vs wing day dynamics, return concentration patterns, and optimize strategy structure
Updated: 2026-03-19
Design a systematic UST trading approach to complement the Flow Strategy, combining trend following with month-end effects
Updated: 2026-03-19
Document what's being built with Claude Code and identify potential Phase 3 use cases
Updated: 2026-03-19
Manage dad's prostate cancer treatment and navigate Danielle's situation (homelessness, unemployment, potential drug use)
Updated: 2026-04-03
Manage the complete college rowing recruitment process for Kalle Hoover (Class of 2028) — school research, tiering, outreach, camps, mentor search, and communications
Updated: 2026-05-12