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Daniel Lanao
Financial Software Developer

Daniel Lanao

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I'm a Financial Software Developer specializing in building applications for financial entities such as:

  • Fintechs Startups
  • Angel Investors
  • Venture Capital firms
  • Investment Banks
  • Wealth Management firms
  • Asset Management firms

Featured Solutions

1. Custom Financial Dashboards
Custom Financial Dashboards

I can build tailored dashboards to monitor KPIs like: Return on Investment (ROI), Annualized Return, Internal Rate of Return (IRR), Assets Under Management (AUM), Drawdown, Votality Portfolio Performance, Sharpe Ratio , and others. Visualized through interactive charts and clean, responsive layouts.

2. Custom Financial Platform
Custom Financial platforms

I can build tailored financial platforms for both internal teams and client-facing use. These platforms provide secure access to key operational metrics such as returns, income, cash flow, balance sheets, investments, and much more—helping users make data-driven decisions with confidence.

3. Reports
Reports

I help you generate custom reports and portfolio summaries directly from your database, ensuring reliable, up-to-date information that aligns with your financial KPIs. This eliminates the need for manual file transfers and reduces the risk of version control issues and data inconsistencies caused by sharing multiple Excel spreadsheets across team members.

4. Business Logic & Automations
Business Logic, Computing & Automations

I develop automated processes that simulate complex business logic such as payment schedule generation & calculation (principal, installments, interest), payment processing (including late interest fees), and automated delivery of account statements via email. These systems are designed to improve accuracy, reduce manual work, and streamline your financial operations.

Featured Financial Projects

Core Banking System

Banking platform that manages loans, generates payment schedules, and calculates interest, optimizing financial operations.


Financial Digital Advisor

Digital advisor that analyzes financial statements, provides key metrics, and offers strategic recommendations for the company.


Personal Finance Manager

Tool for managing income, expenses, bank accounts, loan and investment simulations, with budget analysis and monthly financial control.


Investment Fund Platform

managing advisors, sales account managers, investors, participation certificates, scheduling simulations, metrics, and reports.


Simulations

Payments Schedule

Generate a detailed loan payment schedule with interest and principal breakdown over time.


Investment Schedule

Simulate how your money grows in a bank with interest compounding over time.


Savings Schedule

Track savings growth with monthly contributions and interest accumulation.


Change Rate

Convert between annual and monthly interest rates for accurate financial comparisons.

Books Read

Best Books Read

Rank Title Author
1 The Millionaire Fastline M.J DeMarco
2 Think and Grow Rich Napoleon Hill
3 The E Myth Michael E. Gerber
4 The Richest Man in Babylon George S. Clason
5 The Monk Who Sold His Ferrari Robin Sharma
6 Deep Work Cal Newport
7 Atomic Habits James Clear
8 The 4-Hour Workweek Tim Ferriss
9 Never Split the Difference Chris Voss
10 Atlas Shrugged Ayn Rand

Resources

Resources