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A Jupyter Notebook that generates personalized investment portfolios aimed at beating the market, helping you optimize your financial strategy.

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FuJacob/RoboInvestmentAdvisor

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Robo Portfolio Advisor

The Robo Portfolio Advisor is a Python-based application that generates optimized stock portfolios, developed for the 2024 CFM 101 Team Competition. The challenge was to create a portfolio-generation algorithm capable of adapting to unknown stock baskets, showcasing skills in finance, computer science, and problem-solving.

Key Features

  • Dynamic Stock Analysis: Adapts to stock lists with no prior knowledge.
  • Optimization Algorithms: Balances returns and risk effectively.
  • Resilient Design: Handles market uncertainties and unpredictable scenarios.

Challenges and Success

This project addressed dynamic stock selection and uncertainty with innovative and robust solutions. Despite curveballs in stock lists, it delivered high-performing portfolios, highlighting strategic planning and technical expertise.

Acknowledgements

Created as part of the CFM 101 Team Competition at the University of Waterloo, this project reflects the innovative spirit of the Computing and Financial Management program. Thank you to instructors and peers for fostering growth in financial technology.

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A Jupyter Notebook that generates personalized investment portfolios aimed at beating the market, helping you optimize your financial strategy.

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