I combine practical trading and investment research experience with more than 30 years of professional experience in databases, ETL, business intelligence, APIs, automation and system architecture.
I work with a broad ecosystem of execution platforms, market-data services, fundamental-research platforms, technical-analysis tools, alternative-data sources and regulatory databases. My main capability, however, is not simply using individual tools. It is designing coherent, repeatable and auditable workflows that transform fragmented information into structured research and decision support.
My workflows can combine:
Market, price and volume data
Company fundamentals and financial statements
SEC filings and corporate disclosures
Analyst estimates and earnings expectations
Technical indicators and trading signals
Insider, institutional and sentiment data
Dilution, financing and capital-structure analysis
Macroeconomic and futures-positioning data
Clinical-trial, FDA and EMA catalyst research
ETF, fund and portfolio analysis
Watchlists, alerts, scoring models and risk rules
Depending on the use case, information can be collected through APIs or automated imports, standardized in SQL-based data models, evaluated using deterministic calculations and AI-assisted analysis, and delivered through dashboards, ranked watchlists, research reports or trading signals.
I design hybrid AI-powered architectures for investment research and trading, ranging from interactive research assistants and human-in-the-loop decision-support systems to semi-automatic and automatic workflows.
In these architectures, AI can support:
Research, extraction and summarization
Classification and screening
Catalyst and event analysis
Comparison of conflicting information
Workflow routing and orchestration
Scenario analysis and explanation
Generation of structured research reports
Deterministic software remains responsible for areas requiring strict control, including numerical calculations, data validation, duplicate detection, position limits, risk rules, order handling, execution controls, audit logging and separation of paper and live trading.
This approach combines the flexibility and reasoning capabilities of modern AI with the reproducibility, traceability and operational safeguards required for serious investment-research and trading systems.
The platforms and research services listed below form the current toolkit from which these workflows can be assembled.
Brokerage, Execution & Order Management
TWS, IB Gateway, SaxoTraderPro, TradeStation, FuturesPlus and Option Alpha Pro+
Charting, Technical Analysis & Strategy Automation
MultiCharts .NET, TrendSpider, SignalStack and TradingView
Fundamental, Quantitative & Estimate Research
Fiscal.ai, Zacks, Stockopedia, Alpha Spread, Seeking Alpha, Estimize and Danelfin
Sentiment, Positioning & Alternative Data
SentimenTrader, Quiver Quant, OpenInsider, WhaleWisdom, CFTC and SwaggyStocks
Dilution, Filings & Corporate Events
DilutionTrackers, SEC EDGAR, Nasdaq Trader and Quartr
Biotechnology & Regulatory Research
BioPharmCatalyst, ClinicalTrials.gov, FDA and EMA
ETF, Fund & Portfolio Research
ETFDB, JustETF, Morningstar, CEF Connect, Swiss Fund Data, Fundinfo, Koyfin and the Financial Times portfolio tools
Data Integration, AI & Workflow Architecture
APIs, SQL databases, ETL pipelines, dashboards, AI agents, screening and ranking models, alerts, risk controls and order-routing integrations