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Tag: ["💲", "💰", "📊"]
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Date: 2021-08-17
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DocType: &DT "Task"
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Hierarchy: "NonRoot"
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Priority: "Medium"
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Status: "In-progress"
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StartDate: 2021-08-17
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DueDate: 2032-12-31
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NextReviewDate: &RD 2024-06-30
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TimeStamp: 2021-08-17
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location:
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CollapseMetaTable: true
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---
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Parent:: [[@Investment Task master|Tasks for Investments]], [[Equity Investments]]
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<center>
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<h6>Progress bar</h6>
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</center>
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`= "<center><progress value='" + (length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100 + "' max='100'></progress>" + "<br><h6>" + round((length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100) + "% completed</h6></center>" `
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---
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```button
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name Edit Task parameters
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type command
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action MetaEdit: Run MetaEdit
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id EditMetaData
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```
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^button-EquityTaskEdit
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```button
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name Save
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type command
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action Save current file
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id Save
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```
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^button-EquityTaskSave
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# Equity tasks
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```ad-abstract
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title: Summary
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collapse: open
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Note summarising all tasks and to-dos for Listed Equity investments.
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```
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---
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### To-dos
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- [S] 📊 Re-open Equity positions 📅 2024-03-31
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- [S] 📊 Review holdings of UBS Savings account 📅 2023-06-30
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%% - [ ] 💰[[Equity Tasks#internet alerts|monitor Equity news and publications]] %%%%done_del%%%% 🔁 every week on Friday 📅 2022-12-16 %%
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---
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### Completed to-dos
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- [x] Geo-tag HQ of investment
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---
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### Dependencies
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#### Internet Alerts
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Internet alerts to be set up [here](https://alerts.talkwalker.com)
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[[#^Top|TOP]]
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