1 - Investing with intelligence
Amateur Investor:
- Wants to invest in financial markets but has limited knowledge and time to monitor the market in person
- Requires expert advice in picking stocks and signals to trade stocks at the right time and price
Intelligent Invest:
- Determines risk appetite of investor based on scores of an investment risk profiling test
- Provides daily investment recommendation and generates Buy / Sell / Hold signals for the stocks according to investment horizon and risk appetite of investor
2 - Testing new and simple strategies
Securities Trader of a Stockbroker:
- Wants to test the specification of a trading strategy using one short- and one long-term moving average (MA) and identify the best performing combinations
- Needs to evaluate performance of the strategy under different scenarios for different stocks before implementation
Intelligent Invest:
- Enables user to test performance of different MA combinations with historical data and predict future performance on a portfolio of selected stocks based on different assumptions
- Enables user to visualise the strategy performances from different angles
3 - Back-testing complex trading strategies
Derivatives Trader of an Investment Bank:
- Wants to capitalise view of the market with a long straddle, i.e. long a call and a put with the same strike price and expiration date
- Needs to gauge the performance of the straddle under different market conditions before implementation
Intelligent Invest:
- Enables user to simulate profits / losses of straddle under different market conditions and identify potential downsides of the strategy
- Enables user to compare and visualise performance of the straddle based on different assumptions
4 - Automating trade execution and position monitoring
Professional Investor of Stocks:
- Wants to automate the buying and selling of stocks with minimal human interventions
- Requires continuous monitoring of market movements automatic trade execution at optimal points to lock-in profits or minimise losses
Intelligent Invest:
- Enables the investor to automate the buying of stocks at target prices with limit orders and define take-profit (stop-loss) order to automatically trigger selling of stocks when market prices rise (fall) above (below) predefined thresholds
- Visualises stock price movements and profits / losses of trades from different angles
5 - Enabling intelligent trading of financial instruments
Day trader of Futures Contract:
- Wants to trade Hang Seng Index Futures (HSIF) contract to capitalize drastic market movements
- Requires continuous monitoring of market movements and automatic trade execution at optimal entry and exit points to maximize trading profits
Intelligent Invest:
- Enables user to automate the opening of HSIF position at target prices and define trailing stop orders to lock-in desired spread by closing out positions when the market trends reverted
- Visualise futures price movements and profits / losses of trades from different angles
6 - Facilitating development & testing of algo trading strategies
Quantitative Analyst of a Proprietary Trading Firm:
- Wants to back-test the performance of a trading range (mean version) strategy
- Requires computation of strategy parameters for selected stocks over the sample period and evaluate strategy performances under different market conditions
Intelligent Invest:
- Enables user to compute the average, lower and upper bounds for selected stocks using historical data from development sample and simulate strategy performance over testing sample
- Enables user to assess accuracy of the strategy with popular statistical measures and evaluate profits / losses under different circumstances
7 - Accelerating the implementation of algo trading strategies
Algorithmic Trader of a Proprietary Trading Firm:
- Wants to simulate performance of the trading range strategy before implementation
- Requires continuous monitoring of market movements to identify optimal entry and exit points and automatic execution of buy / sell orders in response to occurrence of trading signals
Intelligent Invest:
- Enables user to simulate strategy performance with live data Allows user to define the trading parameters and automatically buy and sell the stocks according to trading signals generated
- Reports performance continuously and the trader can fine-tune strategy based on latest results
8 - Practicing investment skills with live data
Junior Trader of an Investment Bank:
- Wants to increase market understanding and sharpen investment skills before joining the equity trading desk
- Requires simulated environment for paper trading of equities and evaluate trading performance with historical data
Intelligent Invest:
- Enables user to practice trading skills via paper trading of equities using live market data
- Enables user to evaluate trading performance and benchmark own performance against historical performances of teammates which help to identify areas for improvement
9 - Practising investment skills with historical data
University Business Student:
- Wants to construct and evaluate performance of paper stock portfolios for submission to an investment competition
- Requires a simulated trading environment with historical data for construction and testing of paper stock portfolios
Intelligent Invest:
- Enables user to construct paper portfolios with available stocks and gauge historical performance under different market conditions
- Enables user to select the best performing paper portfolio by comparing historical performance of competing paper portfolios and visualise results of the selected portfolio
10 - Evaluating compliance with investment mandate and regulatory requirements
Compliance officer of a retirement fund:
- Wants to conduct an annual review of the portfolio management process for funds managed by the company
- Requires a platform to review mandate, policy, trade, holding, benchmark, and actual performance of funds managed and document exceptions
Intelligent Invest:
- Enables user to consolidate & summarise external / internal datasets to portray a holistic view of the company portfolios
- Enables user to compare trade, holding, and performance of company portfolios against mandate, policy, and regulatory requirements which allows the officer to identify exceptions for further investigations and reporting
11 - Incorporating ESG criteria in asset selection process
Portfolio Manager of a Mutual Fund:
- Wants to include environmental, social, governance (ESG) factors as asset selection criteria
- Requires a platform to simulate performance of new ESG portfolios and benchmark performance against existing best performing funds
Intelligent Invest:
- Enables users to construct paper portfolios with ESG criteria & simulate portfolio performance over predefined sample period
- Enables users to benchmark & visualize the holding, trade & performance of the ESG paper portfolios against existing best performing funds under different scenarios which allows user to refine the ESG portfolios in achieving desirable performance