Selected work

Three AI products for financial and advisory work.

The products address different decisions in investment research, consulting delivery, and spreadsheet review. Each page shows the user problem, the workflow, my role, the team structure, the verified evidence, and what the public version cannot do.

Three public product versions · Verified roles and status labels · Product evidence is not adoption, accuracy, or business-impact evidence

Flagship products

What each product helps a reviewer do.

Open a case to see the user decision, the steps from input to review, the control choices, my contribution, the team boundary, and the working public version.

01 · Investment Research Automation

AI Product Lead & Co-Developer

Commercial Space & Satellite Internet Research OS

A commercial-space research system that organizes source records, conclusions, and calculated values while keeping calculated values separate from AI-written explanation.

Live static proof · Read-only public snapshot · No public model or provider connection

Led requirements, workflow and framework design, source collection, front-end development, release testing, deployment, and post-internship iteration.

Open evidence

02 · Consulting Automation

Original engagement: Business–Technology Bridge & Joint Developer · Later public productization: narrower product-level attribution

AI Industry Research OS

A consulting research workflow that links report claims to sources, fact checks, viewpoints, challenge evidence, reviewer decisions, and fixed public reports.

Live static proof · Sanitized historical snapshot · No live crawler or report-generation API

The original delivery included a 262-source audit, an 88-item evidence-validation table, five thematic reports, and 57 of 57 internally closed second-round content checks.

Open evidence

03 · General Accounting Automation

Independent AI Product Manager & Builder · Creator/Owner

Excel Intelligence & Controls

A browser-local workbook review product that maps table structure, relative formula families, dependency evidence, Excel errors, and review signals without uploading the file.

Live static proof · Synthetic demonstration · Browser-local Analyzer · No production adoption yet

The browser-local Analyzer groups relative formula families, flags minority patterns, preserves Excel errors, maps cross-Sheet and external dependency evidence, discloses dynamic-reference gaps, and exports a filterable Workbook Review Map plus Markdown, HTML, and JSON reports.

Open evidence