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.
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.
A live in-browser home-purchase calculator. Affordability, 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. 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.
These are public tools. The work inside a client engagement goes deeper, focused on the specific problem your business has.
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