Action Items
Last reviewed: May 2026
Open tasks across all sessions. Updated each monthly review.
Open
Sell ~310 MSFT shares on Interactive Brokers
Transferred from Fidelity (in transit). Sell once settled. May 2026
Execute Kernel rebalance — BUYS pending
Sells settling ~26 May. Then buy: $602K S&P 500, $646K World ex-US, $168K Global 100. Proposal
Resume sell-on-vest policy
Sell RSUs immediately on vest. May 2026
Resume sell ESPP on purchase
Sell ESPP shares immediately on purchase. May 2026
Monthly expense data collection (recurring)
Check latest data date, export new CSVs, run categorisation, review insights. Target: spend ≤ take-home ($11.7K/mo). Currently $3K/mo over.
Push subcategory coverage to 90%
Currently 59% (946/1589). Batch-assign subcategories to remaining transactions via the expense explorer.
Waiting
MSFT share sale
Waiting on: IB transfer to complete (~few days)
Completed
Rebalance KiwiSaver (both accounts)
25 May 2026 · 40/30/20/10 unhedged. Proposal
Deploy Cloudflare Pages
25 May 2026 · Access policy set for Jonathan + Julia
Initial portfolio analysis
May 2026
Monte Carlo stress testing
May 2026
Create family finance site
May 2026
PIE vs FIF tax decision
May 2026
Items move to Completed once verified done. New items added each session.