Passion projects, mostly. Things I build for myself.
A fair bit is not on this page. Some of it is unfinished, some of it works but needs cleaning up before it is worth showing, and some of it is just me testing an idea I am not confident enough about to put in front of everyone. If any of that sounds interesting, I am happy to walk through it.
I built it to watch my own money. It turned into the place where I put investing beliefs against a real portfolio instead of a backtest.
The one I keep circling is Robert Novy-Marx's "Fundamentally, Momentum is Fundamental Momentum", the claim that price momentum is largely earnings momentum wearing a different hat. Holding that against positions I actually own is slower than a backtest, and a good deal more honest.
A local second brain. Nothing leaves the machine.
A live subway board for the wall.
Testing anything and everything about the markets, for my own portfolio.