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
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.
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.
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.