Tag: Personal Finance
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My Personal Financial OS
I’ve built a collection of Excel tools to manage different parts of my financial life. One tracks household expenses through the Personal Expense Tracker. Others show where my investment capital is deployed through the Portfolio…
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Personal Expense Tracker
I built this Excel template to get a clearer picture of where our household money goes. Expenses arrive through different credit cards and bank accounts. The tracker brings them into one monthly view, organised into…
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Building a Personal Quant Agent
A personal quant agent is much closer to reality than it was a few years ago. I’ve been thinking about whether an AI agent could help manage and improve my existing investment portfolio. Not by…