Parth Khanna — Proof of Work

THE FLAGSHIP WORK

Two Production Websites, Built End to End

I designed, built, and shipped both of Proflex's public platforms — multi-page sites built to strict brand and SEO specs, each wired with a full 10+ tool analytics, CRM, and conversion stack. This is the work I'm proudest of.

proflexfinance.com

RIA · ADVISORY PLATFORM

proflexfinance.com

Visit Site ↗

The firm's public face — an investment-advisory site spanning home, newsletter, All-Access, managed portfolios, blog, insights, and a video library. Every page ships to a strict brand spec (Playfair + Inter, exact palette, standardized nav/footer) with full SEO scaffolding: Schema.org JSON-LD, canonical tags, OG/Twitter cards, sitemap, and a template build system so new pages stay consistent.

35+

Pages live

10+

Integrations wired

100%

Schema + canonical coverage

CI-gated deploys

embarkfunds.com

FLAGSHIP FUND · IRS §721

embarkfunds.com

Visit Site ↗

The conversion engine for Proflex's flagship product — a multi-page site explaining the 721 exchange ("get paid to hold your stock longer") with live eligibility checks, an income calculator, how-it-works flow, FAQs, and trust/compliance pages. Same strict spec and analytics stack, tuned for high-intent concentrated-stock holders moving down the funnel.

§721

Tax-strategy product site

10+

Integrations wired

Calc

Live eligibility + income tools

CRO

Conversion-optimized funnel

// The stack wired into every page

HubSpot CRM

Lead capture & nurture

Google Tag Manager

Tag orchestration

Search Console

Index & query data

Microsoft Clarity

Heatmaps & sessions

Lucky Orange

Session recording

Google Analytics

Traffic & conversions

Kit (ConvertKit)

Email & newsletters

Schema.org JSON-LD

Structured data

Vercel

Hosting & CI deploys

Calendly / Booking

Strategy-call scheduling

Meta Pixel

Webinar retargeting

Sitemap / robots

Crawl control

MARKETS × ENGINEERING

Systems I've Built

Production fintech I designed and shipped for Proflex Finance — from real-time options monitoring to tax-strategy modeling. Built by someone who understands the trade, not just the code.

REAL-TIME RISK MONITORING

Options Position Monitor

A market-hours-aware service that tracks the firm's live options book in real time. Pulls quotes via a resilient multi-endpoint Yahoo Finance layer, computes per-position alert levels, and fires notifications when a position breaches thresholds — so nothing gets missed during the session. Serverless on Vercel with Blob-backed state.

Serverless Real-Time Quotes Options Greeks Alerting

Live · Internal Desk Tool

proflex-monitor · status

NVDA $210P▲ in range

AAPL $295C▲ in range

AVGO $1700C● watch

GOOG $185P▲ in range

Refreshing during market hours

TAX-STRATEGY MODELING

Embark 721 Exchange Calculator

Interactive model for IRS Section 721 UPREIT contributions — the core of Embark's offering. Lets a concentrated-stock holder quantify deferred capital-gains tax, projected income, and diversification outcomes vs. an outright sale. Now a fixture in client conversations with RSU-heavy Silicon Valley prospects.

IRS §721 Tax Modeling Chart.js Sales Enablement

Live Tool ↗

webassets-kohl.vercel.app/EmbarkCalculator

PORTFOLIO OPS

Weekly Tradesheet & P&L System

The publishing pipeline behind Proflex's options trade alerts. Formats every trade to a strict spec, writes open/closed positions and live returns straight into the tracking sheet, and drafts the subscriber broadcast — one command, end to end. Engineered with rate-limit batching so 100+ live formulas refresh without timing out.

Apps Script Options Strategy Live P&L Automation

Live · Powers Weekly Alerts

Growth Gazette · Income Insider — Positions

Strategy books tracked (GG + II)

100+

Live formulas, zero timeouts

[win %]

Trade-alert hit rate — add yours

1 cmd

Format → sheet → broadcast draft

CONTENT INFRASTRUCTURE

Proflex Content Engine

Zero-dependency Node.js static-site generator powering the firm's research blog. Pulls newsletters from the Kit (ConvertKit) API and auto-generates SEO meta, Schema.org markup, FAQs, and internal links. Distributes 116 newsletter editions to a growing investor audience — the top of Proflex's content-to-AUM funnel.

Node.js Kit API Schema.org SEO / GEO

Live Site ↗

webassets-kohl.vercel.app/blog

QUANT RESEARCH

Strategy Backtesting Framework

A Python framework for testing systematic strategies against historical data before any capital is committed — turning "this feels like a good trade" into a measurable edge. Used to validate the rules behind the firm's published options and income strategies.

Python Backtesting Signals Risk Metrics

Repository ↗

proflexdevs/backtest

CAGR

Annualized return

Sharpe

Risk-adjusted return

Max DD

Drawdown control

Win %

Hit rate per ruleset

OPEN SOURCE · ⭐ 3

BA II Plus Financial Calculator

A faithful, zero-dependency web build of the BA II Plus — the calculator every CFA candidate lives in. Full TVM, NPV, IRR, cash-flow worksheet, and STO/RCL memory. Built it to the spec while studying for the exams; it's now the most-starred thing on my GitHub.

JavaScript TVM / NPV / IRR Zero Deps CFA Prep

Live Tool ↗ Source ↗

parthkhannax.github.io/ba2plus-calculator

TVM

N · I/Y · PV · PMT · FV

NPV / IRR worksheet

STO

10-register memory

Dependencies

MARKET RESEARCH

Market Intelligence Decks

Fullscreen, presentation-grade HTML decks with Chart.js visualizations for weekly market commentary — earnings, top movers, sector heatmaps, and thematic signals. Auto-play and keyboard nav; new data swaps in each week with no redesign.

Chart.js Data Viz Market Commentary

Live Deck ↗

webassets-kohl.vercel.app/proflexinsights

AI ENGINEERING

Research & Content AI Pipeline

21 custom Claude Code skills that run the firm's content machine — pulling live market data into newsletter drafts, generating trade alerts in-voice, running SEO/GEO audits, and producing branded PDF research. Roughly 10 hours/week reclaimed across three newsletter products.

Claude Code 21 Skills NLP Automation

Internal Tool

~/.claude/skills/

growth-gazette

income-insider

weekly-update

seo-audit

seo-schema

seo-content

seo-technical

seo-sitemap

seo-competitor

seo-geo

firecrawl

pdf-report

frontend-design

claude-api

seo-hreflang

seo-images

seo-page

seo-plan

remotion

schedule

simplify

CODE & CONTRIBUTIONS

Open Source

Financial tooling and research utilities I've open-sourced — from a CFA-grade calculator to an equity-research assistant.

ba2plus-calculator ★ 3

CFA-grade BA II Plus — TVM, NPV, IRR, CF worksheet. Zero deps.

View →

stock-research-assistant

AI equity research — real-time data, caching, Gemini analysis

View →

claude-newsletter-skills ★ 1

Newsletter generation with real-time market data

View →

proflexdevs/backtest

Systematic strategy backtesting framework

View →

STRATEGY & CASE WORK

Competition Portfolio

Case competition decks from 2023-24. Judged by panels including Bain, Kearney, and IIM faculty.

7 items

PDF

27 SLIDES

Winner Case Competition

IIM Ahmedabad — Armageddon Case Competition 2023

Revamping Costa Coffee for the youth segment using the Value Discipline Framework. Presented to IIMA faculty panel as Tri-Umphant Consulting.

PDF

20 SLIDES

Winner Case Competition

IIM Bangalore — Eximius Creative Commerce 2023

Expansion strategy into sustainable corporate gifting for Craftopia. Winning deck as Four-Sight Consulting at IIMB.

PDF

30 SLIDES

Finalist Consulting

Bain & Company — BrAINWARS 2024 (Round 3)

Cloud migration and AI adoption strategy ("CODE") for ZenSoft. Multi-round competition finalist as J(RIP) Consulting, judged by Bain partners.

PDF

37 SLIDES

Strategy

Global Microfinance Case — Melbourne Initiative 2023

Building an inclusive and sustainable financial network (UFH). Presented as The Big Four, sponsored by Kearney.

PDF

46 SLIDES

Portfolio

McGill International Portfolio Challenge 2023

Inflationary-resilient decumulation strategy for Maple Leaf Pension Plan. Investment consulting as KIPS Consulting — the most comprehensive deck at 46 slides.

PDF

17 SLIDES

Strategy

Cornell University — Semiconductor Strategy Case

7-fold strategy to revive Brazil's semiconductor industry — fabless model, outsourcing, sectoral diversification, and policy reforms.

PDF

16 SLIDES

Finalist Venture

IIM Ahmedabad — Aagaaz Entrepreneurship 2023

PLASTIFY — a plastic credit platform for sustainability. Business plan finalist at IIM Ahmedabad's flagship entrepreneurship competition.

I build the systems
behind the returns.

Two Production Websites, Built End to End