Internal Platform

PLAD

Algorithmic Trading & Portfolio Intelligence

A trading dashboard that combines proprietary algorithmic screening with real-time portfolio data. The platform ingests live brokerage data, applies Minervini trend template analysis, scores composite signals, and layers in AI-powered market insights. Used daily for real investment decisions.

Python / FlaskClaude APISnapTradeyfinanceAlgorithmic Screening
PLAD Portfolio Dashboard
Portfolio Dashboard
PLAD Algo Screener
Algo Screener
PLAD AI Analysis
AI Analysis
PLAD Signal Dashboard
Signal Dashboard
Internal Platform

PLUTO

Net Worth Tracking & Financial Optimization

A personal finance platform that aggregates bank and brokerage accounts, tracks net worth over time, and provides AI-driven advice for financial optimization. Connects to live account data to deliver a real-time financial picture with actionable recommendations.

PHPPlaid APIAI AdvisorBank SyncAnalytics
Net Worth Tracker
Account Overview
AI Advisor
Performance

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