TECHNICAL PORTFOLIO // ENGINEERING & MODELING
Financial Planning & Wealth Optimization Client Engine
public
Financial lifecycle modeling tool featuring cash flow simulations and tax drag optimization models across Brazilian investment funds and tax...
Organization / Context: Portfólio Pessoal / Meta Investimentos
Timeline: 2017 - Present
Domain Category: Data Analytics
Technologies: Excel Avançado, VBA, Python, Google Looker Studio
Executive Overview
Financial lifecycle modeling tool featuring cash flow simulations and tax drag optimization models across Brazilian investment funds and tax-exempt fixed income vehicles.
Architecture & Data Flow
The diagram below illustrates the sanitized high-level component topology and data processing pipeline:
flowchart LR
A[Perfil do Investidor & Fluxo de Caixa] --> B[Motor de Simulação de Ciclo de Vida]
B --> C[Otimizador Tributário: Come-Cotas vs Isenções]
C --> D[Módulo de Alocação de Classes de Ativos]
D --> E[Relatório Executivo & Dashboard Looker Studio]
Key Engineering Highlights
- Lifecycle Wealth Simulation: Dynamic cash flow and wealth accumulation projections with parameterized macroeconomic scenarios.
- Tax Efficiency Optimization: Systematic minimization of tax drag across mutual funds, tax-exempt fixed income, and pension plans.
- Commercial Scalability: Standardized client wealth diagnostic workflows to accelerate customer onboarding.