Obsidian/06.02 Investments/Equity Tasks.md

Tag	Date	DocType	Hierarchy	Priority	Status	StartDate	DueDate	NextReviewDate	TimeStamp	location	CollapseMetaTable
💲 💰 📊	2021-08-17	Task	NonRoot	Medium	In-progress	2021-08-17	2032-12-31	2024-06-30	2021-08-17		true

Parent:: @Investment Task master, Equity Investments

 

Progress bar

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name Edit Task parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData

^button-EquityTaskEdit

name Save
type command
action Save current file
id Save

^button-EquityTaskSave

 

Equity tasks

 

title: Summary
collapse: open
Note summarising all tasks and to-dos for Listed Equity investments.

 

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To-dos

 

• [S] 📊 Re-open Equity positions 📅 2024-03-31
• 📊 Review holdings of UBS Savings account 📅 2023-06-30 ✅ 2023-07-06 %% - 💰Equity Tasks#internet alerts %%%%done_del%%%% 🔁 every week on Friday 📅 2022-12-16 %%

 

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Completed to-dos

 

• Geo-tag HQ of investment

 

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Dependencies

 

Internet Alerts

Internet alerts to be set up here

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