Entropy Pooling views and stress-testing combined with Conditional Value-at-Risk (CVaR) portfolio optimization in Python.

Entropy Pooling in Python with a BSD 3-Clause license.

Python wrapper for the Tradier brokerage API

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

An automated email system tailored for investors. Built in Python, this platform specializes in investment tracking, email notifications, and investor management.

This repository contains a curated set of Python scripts I designed for practicing & developing skills in quantitative research and analysis. The codebase explores a range of topics commonly encountered in quantitative finance and data-driven investment strategies.

Investment Scripts

Python-based toolkit for personal portfolio analysis, performance measurement and attribution, and risk decomposition. Combines PostgreSQL, Streamlit, and Alpha Vantage API to power dashboards for return analytics, beta/vol decomposition, and NAV visualization.

Investment Management Capability Model is a taxonomy based on CFA Program Curriculum 2022 Level III Volume 1 Reading 5

Application designed to keep track of checking account, stock, and crypto investments in real time.