Investment data systems that run themselves.

Pipelines, datasets, dashboards and automation that turn manual investment and financial-data work into systems your team owns.

If a person leaves and your data process leaves with them, you do not have a system. We build one: a pipeline, dataset, dashboard or report that updates itself, fully documented and owned by you with no lock-in. It is the same engineering behind The 13F and Souppe, built by someone who understands the investment side, pairing 12+ years in institutional markets with 7+ years shipping production systems in Python (FDP), Tom Pickel.

Who this is for

  • Investment teams re-keying the same market or portfolio data
  • Funds whose process lives in one person's head
  • Operators running on manual spreadsheets and copy-paste

What you get

  • A working pipeline, dataset, dashboard or report
  • Automation that updates itself on a schedule
  • Full documentation and ownership, with no lock-in
  • Hours of manual work reduced to a few clicks

How it works

  • Show me the manual process and the data sources
  • We scope the system and how you will run it
  • You receive a working, documented system you own

Common questions

What technology do you use?

Primarily Python and SQL, with the database, scheduling and dashboard layer chosen to fit your team and budget.

Do I own the system?

Yes. It is delivered ready to run, fully documented and yours to keep, with no lock-in.

Can you work with our data sources?

Yes. Market data, SEC filings, internal spreadsheets, APIs and web sources, brought into one reliable pipeline.

How does this relate to your products?

It is the same engineering behind The 13F and Souppe, scoped to your specific problem instead of a general product.

Related work: live products built on the same engineering, SEC 13F intelligence (The 13F) and portfolio risk analysis (Souppe), or investment-side work such as a portfolio consultancy review. See the full advisory practice.

Turn manual data work into a system.

Send a short note describing the process. You get a clear next step and a plan for a system you own.

Start a conversation