Personal Assistant

Today is Friday, March 20. Stale projects: Kalle's College Rowing Recruitment, Wealth Agent. 12 Personal tasks open.

Tasks

Work (3)

Create consolidated findings repository for Flows Attribution analysis

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

Analyze automated portfolio: what percent of the time does it switch to PSQ vs just staying in BIL

Personal (12)

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

Contact estate attorney to schedule time to work on dad's estate

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

Research and order an at-home sleep disorder test kit

Explore Claude Code mobile setup

Buy a new printer

Math Academy

Active Projects

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

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

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

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

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)

Project Hawk

Personal

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

Updated: 2026-03-19

Next Actions:

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