Pooled Fund A Project Plan

Task Begin Date Targeted Date/ Completed Date
1 Run the strategies in Simulated Mode 11/01/2015 12/31/2015
2 Run the strategies in Live Mode trading real money 01/02/2016 12/31/2016
3 Visit Secretary of State website;
Search By Corporate Name to see if business name is available
Download LP Forms and LP Fee Schedule
4 Fill out Certificate of Domestic Limited Partnership and mail to Secretary of State
5 Get Federal EIN from IRS website
6 Open Bank account for LP
7 Open new TradeStation account for LP
8
9
10

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Auto-Trading Strategy#1 Details

Auto-Trading Strategy#2 Details

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