Case studies

A few builds
that I'm proud of.

Real client work across financial data, analytics, and automation — consolidating scattered sources, performance and risk tracking, and hands-off pipelines, built end-to-end. Some details are generalized for privacy.

Automation & AI

An AI news-aggregation engine for a real-estate portal

Real-estate platform · Market intelligence · Build

An automated pipeline that pulls real-estate and market news from many sources, triages it with AI, and surfaces only the relevant, deduplicated signal — no manual curation.

Challenge

The portal needed a steady stream of relevant local market news, but sourcing it meant manually scanning dozens of sites every day — unsustainable, and always a step behind.

Approach
  • Ingests 15+ RSS and scraper sources on a schedule
  • AI triage classifies, scores, and filters for relevance
  • De-dupes and summarizes into a clean feed
  • Routes the curated output straight into the site’s CMS
n8nOpenAIPythonRSS / scrapers
15+ → 1
sources into one feed
Automated
daily curation
Hands-off
runs on its own
Trading & Finance

A multi-account trading journal across six prop-firm accounts

Prop-firm trader · Trading operations · Custom build

A MetaTrader 5 journaling system that consolidates trades from six funded accounts into one analytics workspace — every trade mapped to its strategy and account.

Challenge

The trader ran six funded accounts across different prop firms, each with its own export and rule set. Performance lived in scattered statements, and tracking which strategy worked on which account meant rebuilding spreadsheets by hand every week.

Approach
  • Magic-number architecture mapping every trade to its strategy and account
  • Automated import of MT5 statement exports into one consolidated log
  • Per-account and per-strategy performance, drawdown, and rule-compliance views
  • Discipline and risk flags surfaced automatically
ExcelVBAMetaTrader 5Power Query
6 → 1
accounts in one workspace
Automated
statement imports
100%
trades tagged by strategy
Trading & Finance

A custom investment tracker for a multi-asset portfolio

Private investor · Personal wealth · Custom build

A single tracker covering equities, crypto, and cash — pulling positions into one net-worth and allocation view, with performance benchmarked against the market.

Challenge

Holdings were spread across brokerages, exchanges, and spreadsheets, so the investor never had a clean, current picture of total allocation or how the portfolio was really performing.

Approach
  • Unified position log across every asset class
  • Live valuation and allocation breakdown
  • Performance vs. benchmark with time-weighted returns
  • Dividend and cash-flow tracking
ExcelPower QueryAPIs
1 view
every asset class
Live
valuation & allocation
Benchmarked
against the market
Trading & Finance

A multi-asset trading journal built to find an edge

Active trader · Trading operations · Custom build

A journaling system spanning forex, futures, and equities — logging every trade with the context, tags, and metrics needed to actually find what works.

Challenge

The trader logged trades inconsistently across instruments, so reviewing performance by setup, session, or instrument was nearly impossible — and the edge stayed hidden.

Approach
  • One log across forex, futures, and equities
  • Tagging by setup, session, and behavior
  • Edge-finder analytics: win rate, expectancy, R-multiples by tag
  • Profit calendar and discipline tracking
ExcelVBAPower Query
1 journal
forex, futures & equities
By tag
win rate & expectancy
Daily
discipline tracking
Trading & Finance

A portfolio benchmarking tracker with live market comparison

Investor · Performance analytics · Custom build

A tracker that measures a portfolio against market benchmarks in real terms — time-weighted returns, alpha, and drawdown, side by side with the index.

Challenge

The investor could see absolute returns but had no honest read on whether they were actually beating the market once risk and timing were accounted for.

Approach
  • Time-weighted return engine
  • Benchmark comparison against index or blend
  • Alpha, beta, and drawdown analytics
  • Rolling performance and contribution views
ExcelPythonAPIs
Time-weighted
returns vs. index
Alpha & beta
risk-adjusted view
Live
benchmark comparison

Want something like these?

Tell me what's slowing you down. I'll come back with a focused plan, a realistic timeline, and a fixed scope for the first milestone.

Book a free 30-min call