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Each case below ships as a repo with a Python pipeline, tests and a live site that GitHub Actions refreshes from public sources, including the ones where the answer came back no.
| Project | What it found | |
|---|---|---|
| HDFC Bank: the 2% question | Back to a 2% RoA by FY29 only through six funding levers, and the share price already assumes it | Live ↗ |
| Debt covenant surveillance | Covenant breach flags and cross-default cascades across 8 SEC filers | Live ↗ |
| Project | What it found | |
|---|---|---|
| Sellside research engine | Reverse DCF, comps and factor ranks on 21 US names, refreshed every weekday | Live ↗ |
| Signals Before Storms | The HMM found the regimes; the strategy did not beat a 60/40. Retraction published | Live ↗ · Ledger ↗ |
| ENSO macro risk desk | None of 7 El Niño to commodity-price links survives causal tests | Live ↗ |
| Capital markets intelligence | IPO event studies, sovereign risk scoring and yield-curve decomposition on open data | Live ↗ |
| Project | What it found | |
|---|---|---|
| India Wide-Body Window | Europe first, North America second. The recommendation reversed midway, and the case records why | Live ↗ |
| India FS Pulse | Merchant UPI payments are 63.9% of transactions but 23% of value, and earn no fee | Live ↗ |
| Ground Truth: data centres | About 619 MW is live of the 10.6 GW announced, read from filings | Live ↗ |
| Sustainable finance transition | Green bonds, SEBI and RBI frameworks, and transition finance for hard-to-abate sectors | Live ↗ |
- Consulting skill for Claude ★ 158. One
SKILL.mdthat gives an LLM a consultant's structure (hypothesis first, MECE, pyramid principle), packaged for Claude, Codex, Gemini, Copilot and Ollama. - How the repos above are built. Mostly agent-assisted, with a
CLAUDE.mdin the repo setting the rules the coding agent works to, and GitHub Actions that refresh the data and check it before anything publishes.
- Regulating the Retail Options Boom. SSRN working paper on what SEBI's 2024–25 index-derivatives curbs did to retail participation.
- Awareness Without Uptake. SSRN working paper on why rural households who know about a benefit still do not receive it.
- Bharti Airtel: initiation of coverage. Sum-of-the-parts valuation, HOLD, with the event that would change the rating set out in advance.
Python · pandas · DuckDB · TypeScript · Next.js · Svelte · GitHub Actions · Vercel · Hugging Face · Docker · Claude
Analysis DCF and reverse DCF, LBO, comparables, bank P&L, market sizing, difference-in-differences, Granger and CCM
Upstream fixes merged yfinance · plotly.py · Grafana · dexter · stockstats · Bigcapital
Recently pushed
- Bank-Profitability · HDFC Bank: the path back to 2% RoA · 2026-11-04
- Signals-Before-Storms · I built a Hidden Markov Model to find market regimes and allocate on them · 2026-11-04
- sellside-research-engine · Equity research dashboard and Python pipeline: DCF, reverse DCF, comps, factor screening and risk… · 2026-11-04
- portfolio · Portfolio - Strategy, Investment Research & Quantitative Tools · 2026-11-02
- El_Nino · ENSO Macro Risk Desk - A Bloomberg-style terminal mapping El Niño/La Niña to commodity & sector… · 2026-10-06
Portfolio · LinkedIn · SSRN · ORCID · anklesh.r@merinth.in