Parker Neeley
Charleston, South Carolina
Selected work
Three systems I designed and built, each running against live data rather than a demo set.
PlanDRM financial planning platform · plandrm.com
A planning and advisory platform for RIAs: cash-flow and retirement modelling, tax estimates, estate and beneficiary mapping, Monte Carlo and historical stress testing, a client portal, and a presentation mode that turns a plan into a meeting deck on the client's real numbers.
Includes a strategy engine that ranks planning moves by fit, and calculators for college funding, HSAs, NUA, donor-advised funds, Social Security timing for couples, and refinance breakeven.
Real Estate Portfolio Management assets, performance, holdings
A working view of a property portfolio: what is owned, what each asset is producing, and how the holdings perform against what was underwritten — tracked as the year goes rather than reconstructed at the end of it.
Built for the questions that come up between reporting periods — where income is concentrated, which assets are drifting from plan, and what a sale or refinance would do to the portfolio before it happens.
Stock Analysis systematic equity research
A scanner and backtest layer in one loop: screen the market on fundamentals and price behaviour, gather the evidence behind each name, then test the idea against the historical record before it becomes a position.
The point is sequence — an idea has to survive the record before it earns capital, and the tooling is built so that check takes minutes rather than an afternoon.