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---
Tag: ["💲", "💰", "📊"]
Date: 2021-08-17
DocType: &DT "Task"
Hierarchy: "NonRoot"
Priority: "Medium"
Status: "In-progress"
StartDate: 2021-08-17
DueDate: 2032-12-31
NextReviewDate: &RD 2024-06-30
TimeStamp: 2021-08-17
location:
CollapseMetaTable: true
---
Parent:: [[@Investment Task master|Tasks for Investments]], [[Equity Investments]]
 
<center>
<h6>Progress bar</h6>
</center>
`= "<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>" `
---
&emsp;
```button
name Edit Task parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData
```
^button-EquityTaskEdit
```button
name Save
type command
action Save current file
id Save
```
^button-EquityTaskSave
&emsp;
# Equity tasks
&emsp;
```ad-abstract
title: Summary
collapse: open
Note summarising all tasks and to-dos for Listed Equity investments.
```
&emsp;
---
&emsp;
### To-dos
&emsp;
- [S] 📊 Re-open Equity positions 📅 2024-03-31
- [S] 📊 Review holdings of UBS Savings account 📅 2023-06-30
%% - [ ] 💰[[Equity Tasks#internet alerts|monitor Equity news and publications]] %%%%done_del%%%% 🔁 every week on Friday 📅 2022-12-16 %%
&emsp;
---
&emsp;
### Completed to-dos
&emsp;
- [x] Geo-tag HQ of investment
&emsp;
---
&emsp;
### Dependencies
&emsp;
#### Internet Alerts
Internet alerts to be set up [here](https://alerts.talkwalker.com)
[[#^Top|TOP]]
&emsp;
&emsp;