Current Problem or Opportunity
Investment decisions are complex decisions that use a variety of techniques and tools.
There are various criteria that can be used to evaluate an investment decision and these criteria vary from person to person based on their specific goals and level of risk aversion.
Further impacting the decision-making process are macroeconomic factors including geopolitical events, inflation, etc.
To manage a portfolio on an ongoing basis is nearly an impossible task.
Our Solution
- This start-up is designing and developing an AI-based investment portfolio management application that will use ML and DL components as part of its proprietary algorithm.
- This software will produce reports in real time, to identify the optimal portfolio of an individual user, by conducting risk analysis across various criteria while considering the specific requirements, preferences, and risk aversion of that user’s portfolio.
- The software will be capable of managing the portfolio of one or more assets consisting of any mix of listed stocks, bonds, derivatives, or other debt instruments.
Describe why you can do it? What is your magic?
- This proprietary algorithm will be able to predict the relationship between different risk management models, market fluctuations, and correlations in traded assets.
- List item 2
- With AI, ML and DL components, the algorithm will better understand each user over time and will provide recommendations that are highly specific to that user’s desired investment goals while continuously adjusting its outputs.
- This application will not have any management fees and will offer a cost-effective alternative to traditional financial advisory services, while still providing ROI to its users.