Results for “spending-tracking”

Set up, audit, and improve analytics tracking so marketing data is trustworthy.

Set up, audit, and debug analytics tracking implementations including GA4, Google Tag Manager, event taxonomy, and conversion tracking.

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.