🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

CHAOSS Working Group focused on Diversity, Equity, and Inclusion metrics

Constituent history of the S&P 500 from various data sources

This repository contains the equity research report (pdf), stock pitch slide deck (ppt), financial models (xl), and a couple other preliminary analysis slides all conducted for the purpose of researching Mead Johnson Nutrition company. All the documents were prepared by me for a potential investment opportunity when I was a Senior Analyst for th…

This project consists of custom built modelling frameworks for pricing equity assets. Through the project's evolution, the framework evolves from a single case Discounted Cash Flow model to an interactive Probability Weighted Discounted Cash Flow model that includes multiple cases, multiple supporting models and is all built in Excel while utili…

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

Financial analysis and demonstration of the classic algorithmic trading method, pair trading. This analysis compares the portfolio's growth with the underlying assets value and volatility over time.

This project studies the effects of the shape parameter estimator uncertainty at different threshold levels on the value-at-risk confidence interval for quantitative risk management (QRM) using the Generalized Pareto Distribution (GPD) from the Extreme Value Theory (EVT) approach.

Implementations of Monte Carlo simulations for asset allocation solutions and examinations.

In this study, I empirically and statistically investigate the credibility of common asset pricing beliefs using data from S&P 500® constituents from January 2010–December 2020.

I use python and sql to create programs to help real estate teams and investors increase revenue.

Intersectional Demographic Analysis of Over-response and Under-response of the New Orleans Police Department

This project examined the effectiveness of stock trading strategies based on technical indicators against the Fidelity Blue Chip Growth Fund (FBGRX) over 13 years, using Python programming and data cleaning techniques.

Dataset for Last-Mile Relief Aid Distribution

Quantitative Equities and Options Analysis Tool (Frontend)

Assessment of financial data to project future cash flows, calculate their current value, estimate the company's worth at a future point, and determine the present value of both future cash flows and the company's future worth to establish its overall valuation

Modeling an Environmental-Social Green Space Index to Improve Community Health and Equity

Sharing my thoughts & code while building a startup prototype that uses open and paid equity research corpora. Primarily focused on qualitative SEC analysis & automation.

This repository contains a small project where I study feasibility of using knockoff filters in portfolio management. More details are included in the Wiki page