Skip to main content

Custom Trading Database and Python Assist Software

Google Sheets & Cloud Compatible

Custom Trading Infrastructure Services

Building a profitable strategy is only half the battle. The other half is operational execution. In trading, hesitation and delayed data destroy returns. You need infrastructure that enforces fast, decisive action and absolute certainty across every trade—accessible seamlessly on your phone, tablet, and desktop.

Cloud & Mobile Native

Built directly on Google Sheets for friction-free access on desktop or mobile everywhere you go.

Execution Certainty

Clear, visual status indicators that track wash sale windows and trade triggers automatically.

Local Python Automation

High-powered local Python scripts running on your machine to sync complex data straight to your sheet.

Service Tiers

Tier 1: Single Account Portfolio & Action Sheet
$250 (One-Time Setup)

A focused execution tool for the active single-account investor. Dedicated Google Sheets dashboard tailored to a single brokerage account or IRA with full cross-device access.

  • Automated Market Feeds: Live price updates via Google Finance integration.
  • Action Sheet Core: Instant Buy/Sell signal filtering and position tracking.
  • Execution Markers: Target-setting and Fibonacci entry/exit markers.
Tier 2: Multi-Account Master Dashboard
$450 (One-Time Setup)

Clean, streamlined multi-account tracking for up to 6 account entities (Individual, Joint, IRAs, Family accounts) built for fast operational decision-making.

  • Centralized Action Sheet: Aggregate Buy/Sell filtering across all 6 accounts in one place.
  • Individual Account Views: Dedicated sub-sheets with account-specific Fibonacci and target execution markers.
  • Dividend Logging Engine: Streamlined income and yield logging across all portfolio arms.
Tier 3: The Full Quant-Trade Architecture
$1,200 (One-Time Setup)

An institutional-grade trading infrastructure that bridges your multi-account Google Sheets setup with local Python scripts for quantitative execution, mathematical precision, and complete data sovereignty.

  • Local Python Data Pipeline: Custom scripts running locally on your hardware to ingest, clean, and process raw brokerage data exports without cloud lock-in.
  • Volatility & Pricing Logic: Dynamic Standard Deviation iterations combined with Fibonacci probability models and integrated quantity sizing to efficiently calculate next-purchase parameters and sale targets for held assets.
  • Income & Dividend Capture Controls: Automated filter sheets tracking ex-dividend dates, yields, and price action. Easily apply active Dividend Capture protocols or let Action sheet parameters dictate execution based on yield thresholds and price movements.
  • Multi-Asset Capital Buckets: Structured architecture to handle Marketable Debt Instruments (Senior Secured, Senior Unsecured, Junior Debt), Preferred Stocks, Common Stock, and Alternative Investments through specialized Traded Stock and Bond Registry views.
  • Optimized Sheet Architecture: Custom Append & Overwrite protocols designed to keep master workbooks lightweight, fast, and free of calculation lag over years of active historical logging.
  • Wash Sale & DRIP Shielding: Advanced transaction tracking isolates reinvested dividends and flags active wash sale windows to protect tax-loss harvesting execution.

Customization & Ongoing Modifications

To keep your system tuned as your trading strategy evolves, custom additions and bespoke modifications start at a $50 base fee per request.

  • Updating dividend calculation models, target formulas, or sector filters.
  • Adding new account entities, ticker universes, or custom API endpoints.
  • Refining or expanding local Python automation scripts.

The "Medeiros" Methodology: Sovereignty First

I don't just write code—I build systems that prioritize absolute control. Your data lives inside your personal Google ecosystem and local hardware, never locked inside a third-party subscription app.

BUILD THE TOOLS. ELIMINATE THE GUESSWORK. BE THE EXECUTIVE.

Popular posts from this blog

How to Add Beneficiaries on E*TRADE Without Losing Your Mind

“Because your money should go where you want it, not where the probate court thinks it should, I am sharing this information.” Ah, E*TRADE. The place where your money grows, your trades execute (sometimes), and your hopes for financial freedom flutter like a candlestick chart on a volatile Thursday. But what happens if you kick the bucket before you get that Tesla stock to moon? Simple: you assign a beneficiary. Unfortunately, E*TRADE doesn’t make this as intuitive as you might think. This isn’t a “click here and boom, you’re immortal” situation. But fear not, fellow capitalist. I’ve braved the pixelated jungle so you don’t have to. 🛠️ Step-by-Step: Setting a Beneficiary for Your E*TRADE Brokerage Account (aka “How to ensure your money doesn’t end up in your ex’s lap or your neighbor's GoFundMe”) Log in at etrade.com . (Obvious, yes. But worth saying—this isn’t Webkinz, you need the real site.) At the top, click “Accounts” and select your Brokerage Account . (The on...

Understanding Treasury Bond Auctions: The Difference Between High Yield and Interest Rate

Treasury bonds are a popular choice for investors looking for a reliable source of income backed by the U.S. government. However, understanding how these bonds are priced at auction can be confusing, especially when comparing the High Yield and the Interest Rate (Coupon Rate) columns. In this post, I'll break it down using a real-world example.  A Look at a Recent Treasury Bond Auction Here’s an example of a 20-year Treasury bond that was recently auctioned: Security Term CUSIP Reopening Issue Date Maturity Date High Yield Interest Rate 20-Year 912810UF3 Yes 01/31/2025 11/15/2044 4.900% 4.625% What Do These Numbers Mean? CUSIP : This is a unique identifier for the bond. Reopening : Since it says "Yes," this means the bond was originally issued earlier and is now being reoffered. Issue Date : January 31, 2025—this is when the bond will be offi...

NJ's Middle-Class Squeeze: Too Much for Help, Not Enough for Comfort

This is a long post — longer than what I usually write — because what I’m talking about here isn’t a small annoyance or a passing frustration. It’s something that has been building for years, and I’m finally putting it all into words. I’m upset, I’m exhausted, and I’m passionate about what follows, because it affects every working person in this state who’s trying to stay afloat. There’s a growing group in New Jersey — people who work full‑time, sometimes more than one job, who earn too much to qualify for assistance but not enough to absorb the constant increases in living costs. These are the people tightening their budgets, lowering their thermostats, cutting back wherever they can, and still watching their bills rise for reasons that have nothing to do with their own usage or behavior. If you’re part of that group, or you know someone who is, then what follows will probably resonate with you. And if you’re not, then I hope this gives you a clearer picture of what the middle class i...