Equity Research Workbench

The question

Equity research usually means jumping between spreadsheets, broker screens, and filing sites. The workbench pulls the recurring analysis into one tool so each new idea starts from the same checklist and the same risk measures.

What I did

• Built views for stock valuation (editable DCF, peer multiples, football field), ETF analysis (fees, holdings overlap, fee drag), and portfolio risk (Sharpe, Sortino, VaR/CVaR, risk contribution, diversification).
• Added a macro monitor on public FRED data, SEC EDGAR filing links, a watchlist with bear/base/bull targets and thesis breakers, and an options lab with payoff diagrams and Black–Scholes Greeks.
• Stored portfolios and journal entries in local SQLite and covered the core finance functions with unit tests.

What it showed

Writing the calculations as code forced every assumption into the open. A DCF or a VaR figure is only as good as the inputs someone can see and change.

I built the workbench because I wanted one place to organize my investing process – valuation, ETF comparison, portfolio risk, options analysis, company research, and an investment journal. The goal is not just to calculate outputs, but to create a repeatable research process and preserve what I believed at the time so I can evaluate my own decision-making later.