Equity Research · AI Systems

Mike Huynh

I'm Mike Huynh. I spent my time on the research side of the desk: building DCF models, reading filings, and defending calls to an investment committee. So I know firsthand where the work gets tedious and where it quietly goes wrong. That's what I build for now, with one rule I never bend: every number is computed in code, never guessed.

01
20%
Excess return vs. the XLY benchmark
02
5
Agents in the flagship pitch engine
03
12+
Risk metrics computed in code
scroll
Claude CodeMulti-Agent SystemsDCF ModelingSEC EDGAR / XBRLyfinanceFinnhubFRED APIUpstash RedisGammaNotion MCPGICS Look-ThroughPythonNext.jsReactTypeScriptFramer MotionPytestDVCRechartsClaude CodeMulti-Agent SystemsDCF ModelingSEC EDGAR / XBRLyfinanceFinnhubFRED APIUpstash RedisGammaNotion MCPGICS Look-ThroughPythonNext.jsReactTypeScriptFramer MotionPytestDVCRecharts

01 · Selected Work

Five projects I've built.

01

A deployed full-stack risk analyzer that computes VaR, Sharpe, beta, and sector look-through, with an AI analyst and PDF or image import.

12+
risk metrics
4
import formats
AI
PDF + image parse
live
web app
Next.js 16React 19TypeScriptshadcn/uiTailwind 4Recharts+4
Finance · Web / DesignLive · 2026Visit site ↗Open project
02

Five specialized AI agents that produce Wall-Street-grade equity research pitches.

5
specialized agents
≤12
validation gates
6
live data sources
0
LLM arithmetic
Claude CodePythonDCF EngineSEC EDGAR (XBRL)yfinanceFinnhub+6
Finance · AI AgentsBuilt · 2026Source ↗Open project
03

Scheduled agent that turns a brokerage export into a Gamma deck, with its own visual QA loop.

16
step pipeline
3
parallel subagents
auto
visual QA loop
weekly
scheduled run
Claude CoworkPythonYAMLGamma (MCP)Claude-in-ChromePytest+1
Finance · AI AgentsBuilt · 2026Open project
04

Asset Tracker

AI-native

Rules-driven net-worth dashboard that ingests statements, screenshots, and exports.

4
account types unified
0
hardcoded brokerages
vision
screenshot fallback
React 19TypeScriptViteFramer MotionRechartsNode / Express+3
FinanceBuilt · 2026Open project
05

A macOS menu-bar app that rewrites any selected text into an optimized prompt from a global hotkey, learning from what you accept.

7
rewrite techniques
2
rewrites per keystroke
3
models cross-judged
60
graded eval prompts
SwiftSwiftUICore DataKeychainAccessibility APIOpenAI API+2
Developer ToolsBuilt · 2026Open project

02 · Skills

What I'm good at

01

AI Agent Orchestration

Phased multi-agent pipelines with deterministic hand-offs and validation gates.

Claude CodeMulti-agentMCPOrchestrationValidation gates
Core
02

Equity Research & Valuation

DCF & comps modeling and SEC/XBRL filing analysis, by company type.

DCFCompsSEC EDGAR / XBRLSensitivityBUY/HOLD/SELL
Core
03

Portfolio & Quant Analytics

GICS look-through exposure, risk scoring, benchmarking, and attribution.

Sector exposureRisk scoringBenchmarkingAttribution
Core
04

Financial Data Engineering

Market & filing data sources wired with caching and rate-limit budgeting.

yfinanceFinnhubFREDUpstash RedisDVC
Strong
05

Automated Reporting

Analysis into scheduled Gamma decks, with screenshot-based visual QA.

GammaScheduled runsVisual QAClaude-in-Chrome
Strong
06

Full-Stack & Interface

Next.js / React dashboards with Framer Motion and Recharts.

Next.jsReactTypeScriptFramer MotionRecharts
Working

03 · About

The background behind the build.

A UC Riverside finance grad who started on the research side of the desk and now builds the AI that runs the analysis. The short version is below; the full résumé, role by role, lives on the about page.

Experience

  1. Jan 2026 – PresentAI Product Builder · Portfolio Scatter
  2. Feb 2026 – Apr 2026Tax Preparer · Orange County United Way
  3. Mar 2025 – Jun 2025Tax & Accounting Intern · Cirigliano Law Firm
  4. Jan 2024 – Jan 2025Lead Equity Research Analyst · Hylander Student Investment Fund

Education

University of California, Riverside

B.S. Business Administration, Finance

GPA 3.74 · Dean's List · Chancellor's List

Certifications

  • FINRA SIE
  • IRS VITA (Basic)
  • Citi Forage, Investment Banking
Full background