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Talk to SamTalk to BorjaLetter to investorsPay the PRP Audit InvoicePay the NAV InvoicePay the RSM InvoicesPay Angel reimbursementGet new RSM ScopeWire remaining funds to from Banco to RHOClose the Banco accountConnect RHO as primary bank to Tradery coinbase accountConnect RHO as primary back to Tradery IBKR account
1 ETH model1 BTC model
KPI:DOD:
Wind down all subscriptions Communicate and debrief Tradery team
DOD:KPI:DOD:Conduct a board meeting for Q3KPI: Agenda, schedule,DOD:
Implement new models for BTC & ETH (Q3) Test & Implement models for new marketsComplete Risk Management Plan
KPI:DOD:KPI:DOD:Wind down all subscriptions Communicate and debrief Tradery team
Zues aggressive 75%Zues Conservative 25%Risk management plan
Manage NAV for project Rich PortKPI:DOD:Develop and run quarterly planning meeting for Q4KPI:DOD:Complete Tradery dark mode planWind down all subscriptions Communicate and debrief Tradery team
DOD:Communicate and debrief Tradery team (Sam & Borja)KPI:DOD:Conduct a board meeting for Q3KPI: Agenda, schedule,DOD:
Develop & deliver quarterly update for investorsLearn and manage interactive brokers account (MA) Working session for JLR & MA for IBKR
Tradery Final
Objective(s): Wind down Tradery
$5,850.00
PRP Audit Invoice 14098.pdf
Q3 Priorities
Test new models for BTC & ETH (Q3)(AA)
Learn and manage interactive brokers account (MA)
Set up test environment for new model testing (Q3)(MA)
Develop & deliver quarterly update for investors
Manage NAV for project Rich Port
Develop and run quarterly planning meeting for Q4
Complete Tradery dark mode plan (Q3)
Communicate and debrief Tradery team (Sam & Borja)
New Portfolio strategy
Manage NAV for project Rich Port
Develop and run quarterly planning meeting for Q4
Complete Tradery dark mode plan
Develop & deliver quarterly update for investors
Angel
JLR
MA
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