Investment Strategy Designer

Create, compare, and backtest investment strategies based on various risk and return parameters. Visualize multiple strategies on a single screen with side-by-side comparisons.

Application Overview

The Investment Strategy Designer application empowers users to create and evaluate investment strategies based on various risk and return metrics. With the ability to compare multiple strategies side by side, users can optimize their portfolios to achieve desired risk-return profiles and make well-informed investment decisions. The user-friendly interface and comprehensive analytics enable a streamlined approach to designing and comparing investment strategies, providing valuable insights for effective portfolio management.

Application Features

| Strategy Creation

Users can design custom investment strategies by adjusting various parameters related to risk and return metrics, enabling them to tailor strategies to their unique preferences and objectives.

| Side-by-Side Comparison

The application allows users to compare multiple strategies on a single screen, providing a clear and efficient method for assessing the potential outcomes of different investment approaches.

| Comprehensive Metrics

Users can analyze the performance of each strategy using a wide range of risk and return metrics, ensuring a thorough understanding of the strategy's potential impact on their portfolios.

| Visual Representation

The time series chart in the right panel visually displays the performance of multiple strategies over time, providing a clear and intuitive way to evaluate their effectiveness.

| Portfolio Integration

The Investment Strategy Designer seamlessly integrates with PRISM's other applications, enabling users to apply their custom strategies to their portfolios and monitor performance over time.

| Backtesting Capabilities

The application offers powerful backtesting capabilities, allowing users to evaluate the historical performance of their custom strategies against historical market data. This feature helps users understand how their strategies would have performed under various market conditions, providing valuable insights to refine and improve their investment approach before implementing it in their portfolio.

Usage Examples

An investor who wishes to explore different investment strategies for their crypto portfolio can use the Investment Strategy Designer to create, compare, and backtest multiple strategies based on varying risk-return profiles. For instance, they could design a conservative strategy focused on minimizing risk, a more aggressive strategy aimed at maximizing returns, and a balanced approach that seeks to optimize the risk-return tradeoff. By comparing the performance of these strategies using the provided metrics, visualizations, and backtesting results, the investor can make informed decisions about which strategy best aligns with their investment goals and risk tolerance.

How-to Guide

Link to the Application - Designer

1. Creating Investment Strategies Navigate to the Investment Strategy Designer application within the PRISM platform. Create a new investment strategy by adjusting various risk and return parameters to suit your preferences and objectives.
2. Compare Strategies Add multiple strategies to the comparison screen to evaluate their performance side by side. Review the comprehensive risk and return metrics for each strategy, as well as the time series chart that displays the performance of the strategies over time.
3. Backtesting Strategies Utilize the backtesting feature to assess the historical performance of your custom strategies against historical market data, refining your investment approach based on the results. Select the strategy that best aligns with your investment goals and risk tolerance.
4. Integration Integrate the chosen strategy with your portfolio using PRISM's other applications, and monitor the performance of your portfolio as you implement the new investment approach.