Quant Trading & A.I. Recommendation Platform for …...Quant Trading & A.I. Recommendation Platform for Financial Institutions Chris Liu [email protected] James Ong [email protected]

Quant Trading & A.I. Recommendation Platform for Financial Institutions

Chris Liu [email protected] James Ong [email protected]

The struggles of 160 million retail investors in Asia

Information overload

Slow decision making process

Poor risk management

Limited financial & technical knowledge

buy or sell with one click of a button

Easily understood stock

recommendation list

Automaticaly generated list based

on risk profile

Predictable probability of performance

Compare performance with market indexes

Our traction: Monthly profit USD 35K avg 3% / mth(converted from NT$)

Quant TradeFastComprehensiveUnbiasedTradable

A.I.Learn & apply knowledgePredictableProbabilisticForecasting

BAC 1230.00 / 0.85

TI80.80 / 0.81

DEL 997.37 / 0.79

ZX172.32 / 0.73

ALU 1597.00 / 0.95

YHOO879.80 / 0.91

C 997.37 / 0.90

BGC173.37 / 0.88

ZNOM879.80 / 0.66

TXP111 / 0.63

GOOG192 / 0.61

EWT4.1 / 0.5

INTC4.11 / 0.50

LEN 173.37 / 0.48

ECH 4.11 / 0.35

FX172.32/ 0.34

INTC4.01 / 0.22

FTSE122.98 / 0.34

DOC-0.15 / 0.03

AMD-0.26 / 0.22

AIZ-0.46 / 0.25

DNS159.00 / 0.78

BABA4.75 / 0.54

DEX4.32 / 0.45

YZ5.83 / 0.31

NBI-00.56 / 0.07

DEX4.75 / 0.21

ECH 4.11 / 0.35

INTC4.11 / 0.25

TWC173.37 / 0.34

S&P500 4.11 / 0.25

DEX4.75 / 0.21

3 months

Forecast Date

Each Cellrepresents a

Stocks or an Index

6 Time Horizons- 3 days- 7 days- 14 days- 1 month- 3 month- 12 month

AI + Quant Recommendation List

Stocks to Sell

Stocks or Index name

Signal / PredictabilityBAC 1230.00 / 0.85

Stocks to BuyTargeted Forecast

for the S&P500

3 simple steps with A.I. Recommendation System

2. Forecast results

3. Monitor

NN NN

NN

NN

NN

NN

tg A.I.

ETF Stock!

CTA"

Daily Forecast List

WeeklyForecast List

tgAI Ori

1. Feed market data

2. Forecast results 3. Monitor 1. Feed market data

Solution

•Affordable $10/mth •Return range 8% to 70% p.a.

•Access to Global Market

Biz Model : B2B2C Quant Trading Platform + A.I. Robot Advisor

Robot Advisor for Stock / ETFRecommendation List Backed byQuant + AI Engine

ValuePropositions

Thru Brokers/Banks

ToIndividual Investors

CustomerSegments

Freemium&Subscription

Revenue Stream

Business Roadmap

• Have identified a few potential partners in the region

• In Taiwan, working with 2 top10 brokers. Target to close in Q3’17.

• Expanding to China and Hong Kong in Q2/Q3 2018.

• Southeast Asia, target to secure 1 broker in Q2/Q3 2018.

Team Member

Chris, Chih-Kai Liu / Founder & CEOWork Experience: Yahoo!, AIG Finance. 15+ years of trading experience in Global Stock, Option, CTA Future, and Forex. Certification: CCA, MCSE, CCNA, SCSA, SCNA, and PMP.

James, C P Ong / COOBachelor Engineering NTU, Singapore. Product Development & Managment, Go-to-Market Strategy. Company Budgetary Planning prior to IPO..

Junie, Li-Yu Lin / EvangelistProduct Solution, Sales & Marketing

Chris, Shan-Bin Chan / Sr. Data ScientistPH.D Candidate, Waseda University, Japan SVM, clustering, classification algorithms, deep learning and pattern recognition. Yahoo! US Patent ID. 41653781, link

Matis, Po-Yuan Hsiao / Sr. Software EngineeringDomain Knowledge in Network Security, WAF Protection, DNS Protection, TCP/IP, Cluster Architecture, User Experience, Web Development, Mobile Development, Application Development, ERP.

Yulia,Yu-Ling Chen / UX & UI DesignerWeb Design, UI Design, User Experience, Website & App Planner.

SEEKING PARTNERS

We are looking for partners who share our vision in helping individual investors better manage their stock/ETF investment.