Portfolio tracking
MARGIN
A Morningstar-style stock research and portfolio tracking platform I built to explore companies, research investments, and turn financial information into clearer analysis.
Atlanta raised · California student
Addie
Cook
Cal Poly student interested in finance and investing.
I grew up in Atlanta, Georgia, surrounded by conversations about finance at home, with my brother, mom, and dad all working in the field. When I arrived at Cal Poly, I joined every club I could to see where I fit best, and was ultimately led into the Investment Banking Club, not just for the work itself, but for the curiosity and drive of the people in it.
01 / What shapes me
A little
about me.
I’m at my best when I am learning from people who push me to be better. Figure skating shaped that early in my life: I skated from age seven through my junior year of high school, both on a club team and for my school.
It taught me the value of surrounding yourself with people who are striving to improve and giving back to the communities that helped you grow.
At Cal Poly, my business fraternity has reinforced a version of that same lesson. It has shown me that professional ambition and genuine fun do not have to compete. Great communities make room for both.
02 / Following ideas
What I’m
learning about.
I’ve recently gotten really interested in how the Federal Reserve works and how its decisions flow through interest rates, inflation, and down into our lives. Reading The Lords of Easy Money has made me more curious about the tradeoffs behind monetary policy, and it has helped me understand the current economic state of the U.S.
AI apps I’ve been building
Interview prep
SUPERDAY
An investment banking prep platform with calculators, technical drills, a 400-question bank, and an AI mock interviewer.
Automated market briefing
THE WIRE
A daily digest that reads my newsletters, defines every term, and drafts one nine-section briefing to Gmail each morning.
03 / Work & leadership
Work &
involvement.
Mustang Capital Group
Executive Team
Helping launch Cal Poly's first student-run $1 million investment fund. I work with the founders to shape the investment process, member onboarding, and club structure from the ground up.
Rocky Mountain Elk Foundation
Finance and Strategic Partnerships Intern
Developing a $7.5 million conservation partnership proposal with the Atlanta Committee Chair, evaluating funding and positioning. Drafting an offering memorandum for CEO review that outlines a five-year capital deployment plan and partner fund allocation.
Project Destined
Real Estate Private Equity Intern
Underwrote three multifamily investments using DCF and acquisition models, testing returns across exit scenarios. Presented investment recommendations to PE professionals and defended valuation assumptions in a case competition.
Attronica
Valuation Extern
Built division-level DCF and trading comps from four years of financials, sensitizing revenue growth and margin drivers. Authored a four-page memo recommending a valuation range and growth strategy, then presented it directly to the CEO.
High Point Farms
Farm Hand
Managed rotational grazing, livestock care, equipment maintenance, and market inventory across a 75-acre regenerative flower and cattle farm. Balanced unpredictable conditions with consistent output.
Salon Red
Manager
Managed scheduling and client flow for a busy Atlanta salon, coordinating 40+ weekly appointments. Trained and onboarded ten employees and built systems that kept the front desk running smoothly.
Clubs & leadership
Investment Banking Club
Director of Events
Coordinate weekly meetings, guest speakers, technical workshops, and mock interviews. Completed the club's ten-week training in accounting, valuation, financial modeling, and interview prep.
Alpha Chi Omega
VP of Facility Operations
Manage a $76K annual rent and operating budget for a 300-member chapter, plus resident leases and vendor projects.
Delta Sigma Pi
Corporate Tour Committee
Help plan a corporate tour across three firms this October for 65 members, using the alumni network to organize career programming and workshops for incoming freshmen.
Cal Poly Investing
Member
Competing in a ten-week, $100,000 paper-trading competition that requires at least three positions and does not allow options.
Financial Management Association
Member
Active member building finance knowledge through speaker events, case discussions, and career programming.
Vibe Coding Club
Member
Learning how the back end of AI tools works and how to apply AI to real projects through websites and apps.
04 / Perspective
Experiences
I carry with me.
Perspective
Working on a cattle and flower farm.
It taught me that meaningful work is often hands-on and unglamorous. To achieve the result you want, you need to be willing to put in the time and effort.
Patience
Hunting and fishing with my dad.
It taught me patience and that the world does not always work in your favor. You keep showing up and trying because being there gives you a chance to succeed. If you do not show up, that chance is zero.
Discipline
Years spent in the rink.
No one likes waking up for practice at 5:45 a.m. before school, but I went every day because six other girls on my team were willing to do it too. They wanted to push themselves and perform well. This taught me the importance of who you surround yourself with.
05 / Beyond the classroom
What I’m...
Listening to
BillyJoelJackJohnsonChrisStapleton
Reading
Doing for fun
Pickleball
Half-marathon training
Hiking
Learning guitar
Deep-sea fishing
06 / Contact
Let’s connect.
Thanks for taking the time to get to know me.