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Robo Advising for Retail Investors

Overview

This project delves into the trading strategy development and implementation of a robo-advising system crafted for retail investors, highlighting a growing trend in the intersection of technology and finance. It forcused on a mean reversion strategy by leveraging the correlation between VIX and VIX Future to predict the SPX market movement. To enhance accessibility and real-time interaction, the system is also integrated with a Discord bot to deliver daily simplfied trading signals directly to users.

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Figure 1: Correlation Plots between SPX and VIX

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Figure 2: Example of the Strategy

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Figure 3: Example of Robo Advising

Getting Started with the Automated Discord Bot

To make use of the automated trading signal functionality through the Discord bot, follow these steps to set up and run the bot locally:

Prerequisites:

The project was conducted as a part of the IEDA 4500 - Engineering Foundations in FinTech course, Spring 2024.

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