STOIC
CONSULTING
We help traders and asset managers with analytics, powerful tools, and in-depth statistics to validate, optimize, and diversify their strategies. From ideas into structured systems, we provide end-to-end solutions that reduce risk and turn strategies into a robust, dynamic portfolio.
From Idea to Deployment
Have a trading idea but don't know how to turn it into a systematic strategy? We guide you through the entire process, from conceptualization to implementation and live deployment.
Strategy Simulations & Statistical Validation
Already have a strategy and want to evaluate its historical performance? We provide rigorous statistical validation, helping you understand its robustness, profitability, and risk profile.
Advanced Optimization & Problem Solving
Do you possess a functional strategy but still encountering obstacles along the way? It could be implementation hitches, managing risks or latency— we aid your problem-solving efforts with sophisticated statistical methodologies, AI-powered solutions (machine learning, deep learning, reinforcement learning), or dynamic optimization techniques.
Live Deployment on Major Brokers & Exchanges
Possessing a verified strategy but unsure of how to deploy it? We can help with the integration on top brokers and exchanges, like Interactive Brokers, Binance, Bybit, Coinbase, OANDA, Kraken, BitMEX, Deribit, among others. Be it API connectivity, enhancement of transaction speed, or managing risk, we assure a smooth shift from backtesting to real-time trading.
Automated Stock Picking, Screening & Analysis
The Automated Stock Screening service implements a comprehensive multi-step analysis framework to identify high-quality investment opportunities. The system evaluates companies across seven critical dimensions: valuation metrics, capital structure, business lifecycle stage, profitability indicators, financial health, operational quality, and growth sustainability. By systematically filtering stocks through this rigorous checklist, the tool identifies companies with solid fundamentals, sustainable competitive advantages, and attractive entry points while automatically excluding overvalued or financially distressed opportunities.
Dynamic Portfolio Optimization
The Dynamic Portfolio Optimization service focuses on real-time optimization of an investment portfolio using statistical models that adapt to market changes. The covariance matrix estimation of assets is performed over time to capture dynamics and correlations between assets, allowing for periodic updates of allocation decisions based on emerging volatility and risks. This approach helps reduce overall risk while maximizing returns.
Risk Management Frameworks
We can develop comprehensive risk management frameworks tailored to your specific needs. We have built these frameworks internally for our own operations and for several clients, adapting them to each organization's unique requirements and risk profile. Our frameworks help you identify, measure, and mitigate risks effectively.
Execution Frameworks
We can develop execution frameworks designed to optimize your trading operations. We have implemented these frameworks internally for our own strategies and for various clients, customizing them to match specific execution requirements and operational constraints. Our frameworks ensure efficient, reliable, and scalable trade execution.