Independent investment advisor
Get a second opinion of your managed discretionary accounts from a outside advisor, purely based on statistics - no feelings involved.
You will get daily feedback with buys/sells suggestions based on your position. The only requirement is that you need to report executed transactions.
Enforcing Trading directives
You set the limit and trading rules for each account.
We will help you define a customized strategy for each account with instrument universe, risk limits, sizing, drifting, intensity, aggressive/defensive, sector focus etc.
Simulate and benchmark
Back test the strategies on historical trading data.
Try it out doing a dry run with real market data and emulating trades during an evaluation period.
For each account, setup a customized strategy.
Define your universe of instruments.
Decide on which reference index should be used as comparision.
Define trading rules - rebalance, allowed drifting, sorting, aggressive/defensive on buy/sells, sector focus, market cap focus etc
Choose suitable AI-model.
We will setup the configuration for you.
Decide on integration solution: orders and transactions transferred using email/sftp in any format (csv, xls etc).
Spray simulations based on your strategy using different configuration on historical data.
Analyze and compare different simulation settings.
Verify that trading intensity matches requirements.
Bootstrap current positions into the mirrored account.
Initiate daily mail batch of orders.
Receive daily order mail and decide on action - you decide!
Report done trades back.
We will monitor and recommend changes in sentiment settings on monthly basis, if you do not have other preferences.
