The tools and methods I use, connected to the work behind them.
Develop and document the reasoning behind personal investment decisions.
Personal investment research supported by documented theses, portfolio monitoring and Quinn’s Investment System.
Company earnings analysis · sector and macro research · valuation and growth metrics · historical valuation ranges · competitive positioning · investment rationales · portfolio monitoring
Personal Investment ResearchOrganize investment information and build structured analytical workflows.
Portfolio monitoring, transactions, allocation, dollar-cost averaging (DCA) plans and macroeconomic information.
PivotTables and PivotCharts · XLOOKUP and VLOOKUP · SUMIFS · IF and IFS · structured tables · conditional formatting · Analysis ToolPak regression · portfolio dashboards · FRED and macroeconomic organization
Investment research processDesign and iterate personal analytical and productivity systems using AI-assisted development.
AcademiaTrack, FlowState, Quinn’s Investment System: systems I use for university work, daily planning and investment research.
Product requirements · workflow design · analytical logic · interface decisions · testing and debugging with AI assistance · validation · iteration through daily use
Personal Analytical SystemsEvaluate economic questions using empirical evidence and alternative model specifications.
EC395 cigarette-demand analysis comparing OLS, fixed effects, first differences and instrumental variables.
OLS and multiple regression · robust standard errors · fixed effects · first differences · instrumental variables · diagnostic testing
Applied EconometricsPrepare data, estimate econometric models and assess their interpretation.
Data cleaning and integration, panel-data analysis, robust and clustered inference, and IV diagnostics in EC395.
Data cleaning · merge and reshape · regression analysis · robust inference · fixed effects · first differences · instrumental variables · diagnostic testing · do-files
Econometrics case study