Investment Intelligence

Retail investors face sevral challenges: access to data is not easy; ability to analize data is not strong; investment is easily affected by emotions; investment is spontaneous and lack of systematic methods; weak awarebess of risk control. Our App focuses on solutions for these obstacles.

• Market risk monitor: a set of models that capture market sentiment, identify market states and forecast risk levels, warn investors for systematic risks.
• Stock and portfolio analysis: we monitor each stock from factors perspective, together with chart pattern recognition, for investors to determine which stocks are relatively strong. We also provide many optimized thematic portfolios such as high dividend stocks, etc for investors to capture certain themes in the market.
• Sector allocation: we provide sector allocation recommendations to investors based on an innovative model that estimates expected sector returns and covariance matrix from fundamental and ecomonic data.

• All of the market risk models are data driven and established certain correlations with future market risk conditions.
• Stock and portfolio analysis module can gauge future relative performance for stocks, provide accurate portfolio level risk estimation. Enable investors' awareness of portfolio as well as stock level risks.
• The sector allocation model is based on an innovative research paper recently published by Dr. Gavin Feng on Journal of Econometrics.

• Mobile application