Business Analysis & Software Solutions

damato.biz

Finance-focused business analyst building technical solutions.

Tools

Calculate policy-level money-weighted returns across linked segregated-fund accounts, with transaction classification and transfer netting.

Calculate IP-level NIC from since-inception transaction exports, audit transaction treatment, and reconcile to APP statements.

Portfolio reporting workflow for APP statements, support files, look-through calculations, and export-ready reporting.

Custom statement generation analytics with upload management, dashboard views, and problem spotting for operational review.

Questions, feedback, or collaboration ideas — reach out.