This tool allows Excel to be the main interface for trading through the Alpaca broker Below are two demo videos of the tool This tool allows the following to be done via Excel Some aspects of the tool that can be customized are Known Limitations Please note: this has only been tested on windows based machines Link to tool for purchase
Most macroeconomic analysis lives at one of two extremes: This project sits somewhere in the middle. I wanted a clear, repeatable, and modular way to explore macroeconomic regimes using publicly available FRED data — something that supports learning, experimentation, and practical monitoring without pretending to predict the economy. That’s what this repository is. Here’s a link to GitHub. What This Project Is This repo is a macro research...
As part of a larger NLP project focused on analyzing shareholder communications, I needed a clean, consistent corpus of historical letters to shareholders. One obvious and valuable dataset is the collection of Chairman’s Letters from Berkshire Hathaway, which spans nearly five decades. While the letters are publicly available on Berkshire’s website, assembling them into a single, NLP-ready dataset isn’t quite as simple as it sounds. Here’s a link...
One of the most effective uses of large language models (LLMs) is helping people get up to speed on unfamiliar code. Excel models don’t get that benefit. As spreadsheets grow, logic becomes harder to reason about: If you didn’t build the model — or if enough time has passed — understanding how it works can be surprisingly slow. A simple shift in approach Instead of asking an LLM...
Working with SEC fundamentals data is powerful—but rarely simple. Raw filings are large, fragmented across periods, and difficult to transform into something usable for research, screening, or visualization. To solve this, I built SEC FSN, a lightweight Python-based data engineering and analytics pipeline for working with SEC EDGAR Financial Statements & Notes (FSN) data. The goal was simple: create a transparent, reproducible fundamentals foundation that works equally well...
Introduction This Small Business Finance Template Suite was built for owners who want visibility into their business without adopting complex software or changing how they already work. The goal is simple: clear structure, realistic data flow, and decision support. Not automation for its own sake. Each template works on its own, but together they form a lightweight system for managing clients, revenue, commissions, and cash flow using Google...
Lines of credit and bridge loans rarely follow clean schedules. They often involve: Because of this, traditional amortization calculators often fall short. They require assumptions that don’t reflect what actually happens over time. This Line Of Credit template is designed for tracking, not forecasting. What This Template Does The template functions as a transaction level ledger for a revolving line of credit. You enter: From there, the template...
Most Microsoft Access databases hide years of business logic inside saved queries and VBA modules. When you’re ready to modernize—whether that’s moving processes into Power BI Dataflows, SQL Server, Fabric, or a Python-based pipeline—the first problem is usually: “How do I extract all of this logic from Access without opening every query manually?” To make that easier, I worked with ChatGPT to build a lightweight VBA utility that:...
Background One of the first Python and finance books I ever read was Algorithmic Short Selling with Python.Hands down, it’s one of the best books I’ve ever read that blended Python with finance — teaching both the programming and financial concepts in a clear and practical way. I continue to come back to this book over time and recently noticed that some of the included Jupyter notebooks had...
Earlier experiments showed how an RL agent can learn basic strategy, adapt to real casino rules, and rediscover card counting by scaling bets with deck composition. This final step uses a neural network to approximate Q-values, enabling generalization across a much larger state/action space and combining both betting and play decisions. Environment and State The environment provides a fixed-length numeric observation vector that encodes both phases and the...
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