FinTech

Portfolio construction and analytics platform

A portfolio construction and analytics tool for alternative investments.
Portfolio construction and analytics platform

Background

AlphaBot is a U.S.-based startup offering a portfolio construction and analytics platform that automates complex processes, saving analysts and portfolio managers up to 90% of their time. Designed for hedge fund managers, investors, and analysts, it streamlines portfolio creation and optimization, reducing manual errors and spreadsheet work. AlphaBot initially developed a basic in-house version with simple functionality and a website.

Challenge

The team initially focused on developing a desktop application for Windows. However, as the project evolved, the client thought about developing the app’s web-based version. However, in the first edition of the application, the UI would freeze during heavy calculations, leading to a poor user experience. This issue needed to be addressed to ensure smoother interactions. Additionally, many companies have strict security protocols that limit the installation of third-party software. To address this challenge, AlphaBot opted to develop a web version, allowing users to test the application directly in their browsers using real data.
Tailored Tech Solutions

Solution

AlphaBot is a portfolio construction and analytics platform for hedge fund managers, analysts, and investors. The platform enables users to gather data, conduct in-depth analysis, build portfolios, and execute allocations. With AlphaBot, users can quickly create alternative investment portfolios and compare hedge funds to identify the most suitable options.
Feature Highlights

Key implemented
features

To empower investors and portfolio managers, the platform includes advanced features, such as:

Portfolio construction tools
Portfolio construction tools
Automated asset allocation, risk modeling, and portfolio optimization.
Advanced analytics
Advanced analytics
Performance attribution, stress testing, and scenario analysis.
Data integration
Data integration
Seamless connection to market data providers, hedge funds, and alternative investments.
Automated reporting
Automated reporting
Customizable performance reports, dashboards, and compliance tracking.
Impact & Outcomes

Results

Now, the customer has a fully functional commercial product to attract users and monetize the platform.

Mitrix engineers developed both the Windows desktop application and the web application. The platform offers multiple subscription plans- Free, Manager, Analyst, Investor, and Consultant, each with different levels of functionality.

Technologies:

Frontend:
Angular Angular Typescript Typescript NGRX Store NGRX Store WPF WPF
Backend:
Postgresql Postgresql .Net .Net R R

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