I ingest a ton of information on a daily, weekly, monthly, quarterly, and annual basis. My process for doing it today is entirely manual. I’m starting to look around for a way to automate this using the metaphor of a “personal dashboard”, not dissimilar to the idea from the 1980’s of an EIS (“executive information system”). Let me explain.
Daily: I have an information processing routine each morning that is web-based. I open a folder in Firefox that contains 14 tabs. I then go through all of them – most, but not all are news related. A few are interactive and require data from me. I then scan through my tweets from the previous night. I then review my “Daily” email folder – most of the items are “daily reports” from a variety of companies I’m an investor in. Next up, my RSS feeds. Finally, I process whatever email came in from the previous night. Weekly: I have a weekly tab in Firefox. There are only 5 tabs here and they shift around a little. But – they reference a variety of text and numerical data that I check on a weekly basis. Monthly: I get financial statements (balance sheet, income statement, cash flow statement) along with board packages from all of the companies I’m an investor in along with all of my personal financial information. Quarterly: Similar to monthly, but for the quarter. Annual: Similar to monthly, but for the year. I also generate a variety of other “annual data” much of it to do with either money or fitness. My Daily routine takes around an hour. Weekly, which includes reviewing my upcoming calendar, takes about 30 minutes. I don’t know how long Monthly, Quarterly, or Annual take as they are usually spread out over multiple days.
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