quant trading & a.i. recommendation platform for …...quant trading & a.i. recommendation...
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Quant Trading & A.I. Recommendation Platform for Financial Institutions
Chris Liu [email protected] James Ong [email protected]
The struggles of 160 million retail investors in Asia
Information overload
Slow decision making process
Poor risk management
Limited financial & technical knowledge
buy or sell with one click of a button
Easily understood stock
recommendation list
Automaticaly generated list based
on risk profile
Predictable probability of performance
Compare performance with market indexes
Our traction: Monthly profit USD 35K avg 3% / mth(converted from NT$)
Quant TradeFastComprehensiveUnbiasedTradable
A.I.Learn & apply knowledgePredictableProbabilisticForecasting
BAC 1230.00 / 0.85
TI80.80 / 0.81
DEL 997.37 / 0.79
ZX172.32 / 0.73
ALU 1597.00 / 0.95
YHOO879.80 / 0.91
C 997.37 / 0.90
BGC173.37 / 0.88
ZNOM879.80 / 0.66
TXP111 / 0.63
GOOG192 / 0.61
EWT4.1 / 0.5
INTC4.11 / 0.50
LEN 173.37 / 0.48
ECH 4.11 / 0.35
FX172.32/ 0.34
INTC4.01 / 0.22
FTSE122.98 / 0.34
DOC-0.15 / 0.03
AMD-0.26 / 0.22
AIZ-0.46 / 0.25
DNS159.00 / 0.78
BABA4.75 / 0.54
DEX4.32 / 0.45
YZ5.83 / 0.31
NBI-00.56 / 0.07
DEX4.75 / 0.21
ECH 4.11 / 0.35
INTC4.11 / 0.25
TWC173.37 / 0.34
S&P500 4.11 / 0.25
DEX4.75 / 0.21
3 months
Forecast Date
Each Cellrepresents a
Stocks or an Index
6 Time Horizons- 3 days- 7 days- 14 days- 1 month- 3 month- 12 month
AI + Quant Recommendation List
Stocks to Sell
Stocks or Index name
Signal / PredictabilityBAC 1230.00 / 0.85
Stocks to BuyTargeted Forecast
for the S&P500
3 simple steps with A.I. Recommendation System
2. Forecast results
3. Monitor
NN NN
NN
NN
NN
NN
tg A.I.
ETF Stock!
CTA"
Daily Forecast List
WeeklyForecast List
tgAI Ori
1. Feed market data
2. Forecast results 3. Monitor 1. Feed market data
Solution
•Affordable $10/mth •Return range 8% to 70% p.a.
•Access to Global Market
Biz Model : B2B2C Quant Trading Platform + A.I. Robot Advisor
Robot Advisor for Stock / ETFRecommendation List Backed byQuant + AI Engine
ValuePropositions
Thru Brokers/Banks
ToIndividual Investors
CustomerSegments
Freemium&Subscription
Revenue Stream
Business Roadmap
• Have identified a few potential partners in the region
• In Taiwan, working with 2 top10 brokers. Target to close in Q3’17.
• Expanding to China and Hong Kong in Q2/Q3 2018.
• Southeast Asia, target to secure 1 broker in Q2/Q3 2018.
Team Member
Chris, Chih-Kai Liu / Founder & CEOWork Experience: Yahoo!, AIG Finance. 15+ years of trading experience in Global Stock, Option, CTA Future, and Forex. Certification: CCA, MCSE, CCNA, SCSA, SCNA, and PMP.
James, C P Ong / COOBachelor Engineering NTU, Singapore. Product Development & Managment, Go-to-Market Strategy. Company Budgetary Planning prior to IPO..
Junie, Li-Yu Lin / EvangelistProduct Solution, Sales & Marketing
Chris, Shan-Bin Chan / Sr. Data ScientistPH.D Candidate, Waseda University, Japan SVM, clustering, classification algorithms, deep learning and pattern recognition. Yahoo! US Patent ID. 41653781, link
Matis, Po-Yuan Hsiao / Sr. Software EngineeringDomain Knowledge in Network Security, WAF Protection, DNS Protection, TCP/IP, Cluster Architecture, User Experience, Web Development, Mobile Development, Application Development, ERP.
Yulia,Yu-Ling Chen / UX & UI DesignerWeb Design, UI Design, User Experience, Website & App Planner.
SEEKING PARTNERS
We are looking for partners who share our vision in helping individual investors better manage their stock/ETF investment.