Our flagship investment application provides value-adding information to assist investors in making investment decisions in the secondary market of various assets including stock, bonds, cryptocurrencies etc. The application utilizes big data and cutting-edge academic research to provide a comprehensive investment toolkit, including market risk monitoring, portfolio management and risk estimation, asset allocation, sector rotation, pattern recognition and a customizable backtesting engine.
A Comprehensive Toolkit for Secondary Market Investment
Asset allocation involves allocating ones’ investment portfolio among different assets, such as stocks, bonds, commodities, cash, etc. From a long-term perspective, the prices of different assets typically will not move together, therefore having the right mix of assets can potentially diversify an investor’s total risk to achieve better risk-adjusted returns.
Market Risk Monitoring
When systematic risk event hits the markets, like the 2008 financial crisis, all assets tend to move together. The benefit of diversification no longer exists as a result, resulting in significant losses for investors. Therefore, monitoring or predicting systematic risks of the markets is extremely important. We have developed several models that can monitor the market systematic risks and aim to provide warnings for investors when such events happen.
Portfolio Management Tools
We also provide thematic portfolios for investors that are interested in investing in certain themes, such as value, growth, dividend portfolios etc. These portfolios select stocks satisfying certain criteria and the weight of each stock in the portfolio is optimized to achieve better risk-adjusted returns. We also provide a risk model that aims to quantify and estimate the level of risk exposure for user-defined portfolios.
Sector rotation is important for certain markets, like the China A-Shares market and the Hong Kong stock market, where the market indices fluctuated up and down for years, but certain sectors experienced much sharper rises and declines over short to medium terms. Therefore, we provide several statistical models assisting investors in following trends in industries and sectors that outperform the market.
Technical analysis is an essential tool for many investors to make investment decisions. People gain insights from chart patterns which usually reveal market sentiment. There are many forms of technical analysis, one of which is pattern recognition. Patterns such as head-and-shoulders, double top/bottom, support/resistance level breakout are some of the most recognizable trend indicators. We provide such a pattern recognition tool that scans all the stocks in the market daily and notify investors when the opportunity arises.
A powerful and versatile addition to our technical analysis toolkit, our customizable backtesting engine allow investors to test out their own sets of parameters and indicators as trading signals on a variety of stocks and cryptocurrencies. The backtesting results can serve as a concrete proof of whether the trading strategy is valid or not.
Besides the traditional stock markets, we also actively expand our portfolio of products to include cryptocurrency, bonds, exchange-traded funds, foreign currencies and other structural products. There would be analytical tools and trading strategies exclusive to each type of assets as we hope to cover all the fields that investors may be interested in.