Portfolio Optimizer

As financial institutions and banks strive to simplify portfolio optimization and analysis, Portfolio Optimizer offers a cutting-edge solution that automates the entire process. By allowing users to input their initial investment and expected return, the platform utilizes a forecasting engine based on the ARIMA model with historical stock data to generate accurate stock forecasts. The current and forecasted stock prices are then analyzed by a GenAI Assistant, which disregards stocks with negative returns and creates 5000 random portfolio permutations with varying weights and stock selections. For each portfolio combination, the assistant calculates key metrics such as Standard Deviation, Variance, Sharpe ratio, and Sortino ratio. The top 3 portfolios with the highest Sharpe and Sortino ratios are selected, and a comprehensive summary is generated, suggesting possible returns at assigned risk levels. This process reduces manual data computation and analysis errors, improves efficiency, and accelerates turnaround times for portfolio generation. The AWS services which were used are Amazon Bedrock, AWS Lambda, Amazon DynamoDB, Amazon S3, Amazon EC2 or AWS Fargate, AWS Kendra and Apprunner