ADV Screener
A project I started because adviser disclosures were public but still annoying to compare.
Projects
These projects mostly come from the same place: I ran into a workflow that felt clumsy, repetitive, or harder than it needed to be, and I kept thinking about how I would rather use it.
Featured
A few projects that best show the kind of work I want to keep doing.
A project I started because adviser disclosures were public but still annoying to compare.
A manager research tool for getting from a name to the filings, holdings, and context I actually want to see.
A live tool for searching Form ADV filings without taking the long route through the SEC interface.
A holdings research project for the manager and portfolio questions I kept asking too manually.
A project I started because adviser disclosures were public but still annoying to compare.
A manager research tool for getting from a name to the filings, holdings, and context I actually want to see.
A live tool for searching Form ADV filings without taking the long route through the SEC interface.
A holdings research project for the manager and portfolio questions I kept asking too manually.
The ongoing rewrite of cmnafi.com into a site that sounds more like my life and less like generic internet polish.
A holding page for the ideas that are still early but real enough that I do not want to forget them.