Behind Bastion

After years of working in institutional finance as an analyst and later as the head of an analytics team, I started building my own project focused on investment and portfolio analytics.

I believe you don’t need expensive financial terminals to make wise investment decisions. With the proper structure and approach, Excel can become a powerful analytics tool — flexible, visual, and often even more insightful.

By subscribing, you’ll get access to:

  • Exclusive Excel dashboards with infographics and data, updated weekly

  • Special weekly newsletter explaining how to extract investment insights using these dashboards

  • Investment ideas I personally use to manage my portfolios

Whether you're an independent investor or looking to sharpen your analytical skills, this space is for you.

Let’s turn spreadsheets into strategy.

Disclaimer

Investment Bastion is not a registered investment advisor, and nothing in our publications should be construed as personalized financial advice. All information is based on sources we believe to be reliable, but we do not guarantee its accuracy or completeness. Our insights are intended for informational and educational purposes only and do not take into account your individual financial circumstances. Opinions expressed are those of the publisher and are subject to change without notice. You should consult with a qualified financial advisor to determine what may be best for your specific situation. The publisher and contributors may hold positions in some of the securities discussed.

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