CLIENT ENGAGEMENT
Westport Alpha
Equity-research workflow built for live earnings preparation
Built and deployed a workflow that reconciled market data across formats and frequencies, then automated valuation, short-interest, consensus, and earnings-preparation analysis.
- 01Company setupNormalize sources and reporting cadence
- 02ReconcileAlign market and financial data
- 03AnalyzeValuation, shorts, and consensus
- 04PrepareLive earnings workflow and reminders



