Overview
Tasks
Files & Docs
Markdown
Links
📈 Stocks & Financials
Investments, accounts, banking, and the money picture.
📈
This section is a template. Add tasks, files, Markdown notes, and links as this area gets built out.
Open items
Consolidate accounts
One bank, one card (Mercury).
Inventory all holdings
Brokerage, crypto, retirement.
Set a monthly review cadence
Review balances + net worth.
Files & Docs
📁
Drop shared files into reports/stocks-financials/ and link them here.
Notes
📝
Drop Markdown files into content/stocks-financials/ and they'll render here.