AI for Portfolio Management

A custom portfolio management system uses Artificial Intelligence to provide real-time information and execute predefined strategies.

Challenge

A small investment firm needed better portfolio management tools that allowed them to monitor market trends, compare asset performance, and automate trading strategies including back testing.

Solution

We implemented a custom portfolio management system built on AWS, leveraging S3, Lambda, and QuickSight to create real-time dashboards and automated analytics. The platform was designed to alert the team to underperforming assets and execute predefined trading strategies.

Result

The firm saw improved portfolio returns through automated asset allocation adjustments and gained a better understanding of market shifts.