In preparing to meet with a financial advisor today, I was scrambling around to create a comprehensive inventory of our financial assets. It shouldn't have been that hard but I did have to do some amount of digging around. Now that I have the skeleton of an inventory, what tools should I use to fill out the outline and keep it up to date? Are there tools that will keep a financial inventory up-to-date automatically? I will work through the list at Tools and calculators - Bogleheads in search of such tools.

Let me tell you what perplexity.ai writes in response to the paragraph above:

Keeping a comprehensive inventory of your financial assets up-to-date
can indeed be a challenging task. However, there are several tools
available that can help you manage your financial inventory and keep it
updated automatically.

1. Portfolio Management Apps: Apps like Empower (formerly Personal
   Capital), SigFig Wealth Management, Sharesight, and Yahoo Finance
   can help you manage your financial portfolio. These apps can sync
   with your existing accounts, providing real-time information on all
   your investments in one place. They offer features like tracking
   your net worth, creating a savings plan, tracking performance, asset
   allocation, and fees with easy-to-read graphs and charts. Some of
   these apps also offer automated investing for a fee, optimizing your
   portfolio and providing daily monitoring to keep it on track with
   rebalancing, dividend reinvestment, and tax-efficient
   strategies ref

2. Budget Apps: Apps like Mint, YNAB (You Need A Budget),
   Goodbudget, EveryDollar, and PocketGuard can help you manage your
   budget and track your spending. These apps can sync with your
   financial accounts, track spending, and categorize expenses so you
   can see where your money is going. Some of these apps also offer
   features like setting up alerts when you have exceeded your budget
   in various categories, establishing goals, scheduling payments, and
   reviewing your
   investments ref

3. Bogleheads Tools and Calculators: The Bogleheads website offers
   a variety of tools and calculators that can help you manage your
   financial inventory. These include tools for backtesting, Monte
   Carlo simulation, tactical asset allocation and optimization, and
   investment analysis. There are also tools for maintaining your
   portfolio, computing and comparing tax costs, and modeling virtually
   every aspect of a retiree\'s financial life. Some of these tools are
   spreadsheets that you can download and use to manage your financial
   inventory ref, ref

4. Credit Card Tracker Apps: If you have multiple credit cards,
   apps like TPG To Go, Spending Tracker, Mint, Bill Tracker, and
   Credit Card Manager can help you manage your credit cards. These
   apps can track your spending, set reminders for bill payments, and
   even recommend which card to use for a particular purchase to
   maximize
   rewards ref

5. Debt Reduction Software: If you have debts, software like
   Quicken can help you manage and reduce your debts. This software can
   provide a comprehensive view of your financial situation, including
   your debts, and help you create a plan to reduce your
   debts ref

I\\'m looking forward to a complete implementation of a new feature in Bike: Using Outline Paths - Bike, a language for specifying a subset of rows in an outline.

Although I will continue working on the Bike-pandoc integration, I am stepping back to work on the bigger picture of MyInfoNet.

No programming but I did manage to bring to the ewaste collective in Berkeley years of built up electronic waste we had in our apartment, including two Macbook Pros, an iPad, my Pixel 2, two old iPhones, and many, many cables. The fall cleaning was inspired by setting up my new phone and figuring out what to do with the Pixel 4a, which I'm hanging on to for now.

Tomorrow, I'll see whether the suggested function that perplexity.ai gave me does what I want.

Next round of programming yields:

def panflute_to_bike_etree_nr(e, level=0) -> ET.Element:

    # questions about how header levels are handled as we put them into the etree
    etree = None
    stack = [(e, level)]
    # current ul_elem
    ul_elem = None
    heading_level = 0

    while stack:
        (e, level) = stack.pop()
        print("  " * level, e.tag)

        if is_inline_or_contentless(e):

            li_elem = ET.Element("li")

            # TO DO: handle rich text
            p_elem = ET.SubElement(li_elem, "p")
            p_elem.text = pf.stringify(e).strip()

            # 2 things to figure out: parent_ul (where to attach li_elem) and what the current ul_elem is

            if e.tag == "Header":
                print ("header", e.level, e.identifier, e.classes, e.attributes, pf.stringify(e))
                li_elem.attrib["data-type"] = "heading"
                li_elem.attrib["data-level"] = str(e.level)

                if e.level > heading_level:
                    # child
                    parent_ul = ul_elem
                    print ("e.level > heading_level", ul_elem)
                elif e.level == heading_level:
                    # sibling
                    # parent_ul has to be ul parent of ul_elem                    
                    parent_ul = ul_elem.getparent().getparent()
                else:
                    # e.level < heading_level
                    # uncle or higher
                    parent_ul = find_ul_ancestor(ul_elem, int(e.level)-1)

                heading_level = e.level
                ul_elem = ET.SubElement(li_elem, "ul")
                parent_ul.append(li_elem)
            else:
                ul_elem.append(li_elem)

        else:
            if e.tag == "Doc":
                etree = empty_bike_etree()
                ul_elem = etree.xpath("//ul")[0]
            else:
                # BulletList
                # OrderedList
                # ListItem
                print("block", e.tag)

            try:
                for c in reversed(e.content):
                    stack.append((c, level + 1))
            except AttributeError:
                pass

    # clean up etree by adding ids
    etree = add_ids_to_bike_etree(etree)
    return etree

My first pass -- taking a recursive approach:

def panflute_to_bike_etree(pfe) -> ET.Element:
    """
    pfe: panflute element    
    base_header_level: the base header level to use for the document
    TO DO: handle different header levels -- might need to abandon this approach in favor of non-recursive approach with a manual stack
    """

    if is_inline_or_contentless(pfe):
        p_elem = ET.Element("p")
        p_elem.text = pf.stringify(pfe).strip()
        return p_elem
    else:
        if pfe.tag == "Doc":
            etree = empty_bike_etree()
            ul_elem = etree.xpath("//ul")[0]
        else:
            ul_elem = ET.Element("ul")

        try:
            for c in pfe.content:
                e = panflute_to_bike_etree(c)
                li_elem = ET.SubElement(ul_elem, "li")
                li_elem.append(e)
        except AttributeError:
            pass
        else:
            if pfe.tag == "Doc":
                etree = add_ids_to_bike_etree(etree)
                return etree
            else:
                return ul_elem

Until today, I didn't worry about the specific version of pandoc I used. However, as pandoc continues to evolve, there might be differences that affect the computations I conduct with pandoc, pypandoc, panflute, and the pandoc Python library. I don't have the energy this evening to write what I learned. Stay tuned.

Not much to say except to say that I'm on track.