Personal Assistant

Today is Sunday, April 05. Stale projects: Automated Portfolio Trading System, UST Satellite System, +4 more. 10 Personal tasks open.

Tasks

Work (2)

Create consolidated findings repository for Flows Attribution analysis

Create agent to monitor, digest and send summaries with highlights from financial podcasts

Personal (10)

Kalle: respond to Kristin Hedstrom — pausing coaching for now, potentially later in the season

Get clarity on dad's prostate cancer treatment protocol — identify the hormone treatment pill name, research it, and get details on his exact insurance coverage

Find a family therapist to talk to about Danielle's situation — look for LMFT with addiction/substance use specialty (families affected by addiction). Covers boundary-setting, enabling vs. supporting, family crisis dynamics.

Kalle: Create NCSA recruiting profile

Coordinate with NT coaches on on-water video filming for recruiting

Debrief Kalle on first Coral Kasden (Be Brave) session

Therapy - determine modality (ACT, Schema, DBT, MCT) and find local structured provider

Explore Claude Code mobile setup

Buy a new printer

Math Academy

Active Projects

Automated Portfolio Trading System

Personal

Build end-to-end autonomous trading system with production deployment, API execution via Alpaca, and automated reporting

Updated: 2026-03-19

Next Actions:

  • Create master blueprint document outlining all steps to live system
  • Set up Alpaca (or similar) API connection and authentication

UST Satellite System

Work

Design a systematic UST trading approach to complement the Flow Strategy, combining trend following with month-end effects

Updated: 2026-03-19

Next Actions:

  • Supply background data and constraints
  • Define universe and signals

Project Hawk

Personal

Manage dad's prostate cancer treatment and navigate Danielle's situation (homelessness, unemployment, potential drug use)

Updated: 2026-04-03

Next Actions:

  • Find family therapist to talk about Danielle
  • Talk to estate attorney to schedule time to work on dad's estate

Flows Trade Strategy — Full History Attribution Analysis

Work

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

Next Actions:

  • Pull full fund history data since inception
  • Replicate auction day vs wing day attribution analysis

Kalle's College Rowing Recruitment

Personal

Manage the complete college rowing recruitment process for Kalle Hoover (Class of 2028) — school research, tiering, outreach, camps, mentor search, and communications

Updated: 2026-03-10

Next Actions:

  • Build summer 2026 camp shortlist (10-15 camps, tiered by fit, with deadlines/costs/rationale)
  • Register Kalle with NCAA Eligibility Center

Wealth Agent

Personal

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

Next Actions:

  • Discuss ~$2.7M individually-titled accounts with Feinberg — retitle into trusts?
  • Confirm beneficiary designations on 3 retirement accounts (SEP, 401k, Composer IRA)

Claude Code - Phase 3 Use Cases & Documentation

Work

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

Updated: 2026-03-19

Next Actions:

  • Discuss CC strategy with Ethan during Florida trip (March 10-13)
  • Inventory current CC utilization across team