Some tools I’ve built because spreadsheets, existing products, or vanilla LLM skills didn’t fit my use cases.

Portfolio Tracker

It connects to my brokerage accounts and works out what my portfolio actually returned. It matches performance to when money moved, then compares the result with buying the index.

I built it because most apps show returns based on existing holdings, but not based on portfolio composition over time. This forms the data foundation to answer if my decisions are generating above market returns.

Earnings Summary

Initially built to keep up with earnings calls for companies in my portfolio and under evaluation. It became a full research dashboard and financial database.

It pulls filings and financial data from SEC, FMP, and company investor relations website. The data layer is intentionally obsessive: it ranks sources, validates numbers, tracks restatements, and keeps the source behind each figure. LLM analysis sits on top, covering earnings, thesis tracking, valuation, bear cases, and research chat.

Date Suggester

I got tired of making the same “what should we do this weekend?” decision from scratch. It scans our calendars to build a repository of places we’ve been, then ranks new options based on recency, weather, budget, distance, and our preferences.

It builds a ranked digest weekly and emails me 1x/week. It helps plan trips, covering seasonality, budgets, transit, work conflicts, and booking status.

Angel Memos

It’s a Chrome extension and research pipeline for angel deals. One click on an AngelList page pulls down the deal memo and pitch deck, then starts the research process in a consistent investment-memo format.

It walks through each part of diligence, gives me a place to layer in my own notes and thesis, and turns open questions into diligence topics. It gets me from raw documents to an investment decision faster without outsourcing the decision.

Demos

Short YouTube demos are next. Each one will show the tool working and explain design choices.