AI-Powered Stock Screening Platform
The Challenge
A growing investment advisory firm was manually analyzing stocks, taking 3 days per company. Their research team of 5 analysts could only cover 50 stocks effectively, limiting their ability to identify opportunities across the broader market. They needed to scale research coverage from 50 to 500+ stocks without hiring 10x more analysts, while maintaining the quality and depth of their fundamental analysis.
Our Solution
Built an intelligent stock screening platform that automatically pulls data from 12 sources including financial statements, analyst reports, and alternative data. The system calculates 45+ financial ratios, applies ML-based scoring models trained on historical outperformers, and generates analyst-ready reports with key insights highlighted.
Our Approach
Conducted deep-dive sessions with research analysts to understand their workflow and decision criteria
Designed data pipeline architecture to ingest and normalize data from multiple sources in real-time
Built ML models using historical data to identify patterns associated with outperforming stocks
Created intuitive dashboards with drill-down capabilities for detailed analysis
Implemented automated alerting system for stocks meeting specific criteria
Technology Stack
Ready to Achieve Similar Results?
Let's discuss how we can help transform your operations.