Project index

Selected work, with screenshots pending.

These are the projects I want people to inspect instead of reading another generic profile paragraph. The current images are clean placeholders and will be replaced with real screenshots as each project story is finished.

Professional work Delivered

Reporting Portfolio Transformation

Migration of a legacy, Excel-heavy reporting portfolio into secure, automated Power BI reporting for Dell Storage and Servers.

This is the clearest professional example of bringing finance context, data structure, business requirements and delivery discipline into one system.

  • Power BI
  • Advanced Excel
  • Salesforce
  • Oracle
  • Jira
  • Confluence
Personal project Active local system

Optitrader

A local Streamlit portfolio analytics and AI-assistant system for multi-broker portfolio tracking.

The project shows how I approach finance tooling: collect messy real-world data, store it in a usable shape, and build inspection layers on top.

  • Python
  • Streamlit
  • SQLite
  • Schwab API
  • IBKR Flex
  • LLM tools
Personal project Research / validation

Optitrader 2

A strategy validation environment for testing pre-earnings options ideas before considering them for live decision support.

This is less a claim about being an options expert and more evidence of structured validation: hypotheses first, deterministic evidence second.

  • Python
  • Streamlit
  • DuckDB
  • ThetaData
  • Monte Carlo
  • Backtesting
Personal workflow In use

CV & Job Application Automation

A structured workflow for screening job leads, maintaining a conservative master profile and generating tailored application materials.

The project is a practical example of using AI without letting it invent the professional story.

  • Python
  • YAML
  • Markdown
  • DOCX templates
  • HTML export
  • Claims log
Next project In development

Stock Screener

A planned stock and option opportunity screener for turning market data into a manageable shortlist.

This project is intentionally marked as in development; it belongs on the site as a signal of direction, not as a completed claim.

  • Python
  • Market data APIs
  • Streamlit
  • Screening rules
  • Watchlists