Qiaosheng Yu

Document Type


Publication Date

Spring 4-15-2020


The platform created in this project will help users to analyze stock/ETF performance, define and improve their asset allocation plans and trade ideas. Using real market data, user can do a deep dive into securities performance, historical correlation, risk and return. Furthermore, user can use the platform back test their trade ideas, modify the parameters, including percentage allocation, risk limits and rebalancing frequency, and create the best strategy which suits their risk/return criteria and long-term wealth management goals.



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