investment-operations

Reusable AI skills, prompts, and workflow templates for lean family offices, RIAs, and wealth operators. Read-only, human-in-the-loop, non-advisory.

Local AI-native investment operations workspace for strategy chat, durable research workflows, evidence-backed memos, thesis health, and portfolio review.

Portfolio reconciliation, performance attribution, QA controls, and month-end reporting workflow for investment operations.

Public finance and data analytics portfolio site linking selected portfolio, risk, reporting, and operations projects.

Fund NAV reconciliation engine for synthetic portfolio accounting, break detection, and daily operations reporting

Professional GitHub profile README for finance, data analytics, portfolio/risk, and investment operations projects.

Automates end-of-day price reconciliation between a portfolio management system and custodian feed, flagging breaks over tolerance