To‑Do
Research Pipeline
Actionable queue aligned with portfolio objectives.
This is the active research queue. It keeps priorities visible and ensures work aligns with portfolio objectives.
In Progress
Liquidity dashboard refresh
Macro
Todo
Top 10 volatility movers
Risk
Done
Earnings surprise recap
Earnings
In Progress
Trim rules for extended positions
Portfolio
Todo
Catalyst calendar update
Events
Todo
Sector rotation map
Macro
Todo
Drawdown stress test
Risk