​​Daily Planner

​​Urgent & Important

  • ​​Bloomberg:
  • ​​BBU:
  • ​​Small Cap Composite
  • ​​SMid Cap Composite (Select Portfolios (Now a Group)
  • ​​Mid Cap Composite (Select Portfolios Now a Group)
  • ​​Marketing - Databases:
  • ​​Rerun Asset File
  • ​​Run Through All Databases For Errors
  • ​​Add SMid and CIF to Databases
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​​Urgent (Not Important)

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​​Important (Not Urgent)

  • ​​Bloomberg:
  • ​​Monitors:
  • ​​Order Imbalance / Closing Cross
  • ​​Valuation / P/E Monitor
  • ​​Technical Analysis Monitor
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​​

​​Not Urgent or Important

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