AI Fund Portfolio Mgmt Platform

Project Brief

This AI-powered platform delivers advanced insights to portfolio managers and financial analysts, enabling them to make data-driven investment decisions. Through predictive analytics and machine learning, it provides tools for optimizing portfolio allocation, mitigating risk, and predicting index trends (e.g., NIFTY), thereby transforming the investment management process. Key technologies include Google Vertex AI for scalable deployment, Vizier for hyperparameter tuning, Looker for insightful data visualization, and databases like MongoDB and MySQL for real-time and historical data storage.

Value & Impact

The platform delivers improved portfolio returns and risk mitigation for users, enhanced decision efficiency, and real-time market adaptability. Financial institutions benefit from streamlined processes, resulting in quicker adjustments to market fluctuations and improved long-term returns.

Key Features

• Portfolio Optimization
• Real-Time NIFTY Prediction
• Risk Assessment
• Interactive Visualization
• Hyperparameter Optimization

Solution & Architecture

• Machine Learning Engine: Built on Google Vertex AI, allowing scalable model training and deployment.
• Data Processing Pipeline: MongoDB for real-time data processing and MySQL for historical data.
• Visualization Layer: Looker and LookML provide interactive data visualizations.
• Hyperparameter Tuning: Google Vizier optimizes ML models for improved accuracy.

Technical Implementation

ARIMA and ensemble models handle portfolio optimization. NIFTY predictions are managed via linear regression, supported by Google Vertex AI and Vizier for scaling and tuning. MongoDB and MySQL manage data, with Looker for visualization.