Five tools I've built and run. Each one is real and free to use, and shows the kind of depth I bring to client work.
A working CFO dashboard for a sample DTC brand. Adjustable channel mix, scenario toggles, EBITDA bridge, 13-week cash forecast, AR-deduction tracker, Series A sources & uses, slotting/promo modeling, and an XLSX export. Same architecture I install on client engagements. Data anonymized, formulas intact.
The quarterly report a Real Estate Investment client receives: per-property performance, cash flow, DSCR and cap rate, sell-vs-hold with the optimal exit year, refinance flags, and a Schedule E tax snapshot. Built from a real two-property portfolio, fully anonymized. Sample data, figures illustrative.
A suite of retirement, compound-interest, and savings-rate calculators with full Monte Carlo simulation under the hood. Quick-plan mode for fast answers, advanced mode for stress-testing the assumptions behind your plan.
Two tools in one. The Purchase Analyzer models a specific home: monthly cost breakdown (PITI + HOA + maintenance + PMI), cash-to-close, front/back-end DTI, itemize-vs-standard tax benefit, year-by-year buy-vs-rent simulation, and projected sale with §121 exclusion. The affordability tab works the other direction: it solves the maximum price your income, debts, and cash support, at three lending postures with rate sensitivity. Pure client-side math.
A full technical and fundamental workup for any US ticker. A Buy/Hold/Sell verdict from five weighted pillars, a multi-pane candlestick chart (Bollinger, moving averages, RSI, MACD, support & resistance), a valuation "football field" (two-stage DCF, Graham, analyst targets), the Minervini trend template, and an exit plan with position sizing. Plus a screener that scans the S&P 100 and growth names for setups. Educational only. Not financial advice.
A public venture I built and run. Look up any Chicago address for open and historical building-code violations, sourced from the city's public records and refreshed nightly. Free to use, designed for renters and prospective buyers vetting a building before signing.
A restaurant ranking engine that treats four crowd sources and three award lists as disagreeing analysts and reconciles them into one defensible number. Yelp, Google, Tripadvisor and Foursquare supply ratings; Michelin, James Beard and World's 50 Best supply credibility. The same restaurant is resolved across all seven by name, address and geography. Crowd scores use Bayesian shrinkage toward the city mean, so a 5.0 with eleven reviews cannot outrank a 4.6 with three thousand, and editorial credit saturates so five listicles never out-vote one star. Every weight, penalty and threshold is a live control. Search, four dining tiers, cuisine filters and a map, per city.
These are public tools. The work inside a client engagement goes deeper, focused on the specific problem your business has.
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