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C-DAC Pune
   Portfolio Management Solution for Financial Market  
 

With the emergence of new technologies, increased sophistication and complexities in worldwide financial markets there exists a fierce competition among companies for survival and success. In the wake of globalization of financial policies, traders financial advisors, financial institutions etc. require to keep abreast of new market concepts, corporate strategies and financial techniques. They need to adopt advanced technologies, which provide a cutting edge over their competitors. Adoption of computer and communication technologies form an integral part of the financial sector reform process. This has been identified as one of the key strategies for bringing about profitability, operational efficiency, improvements in customer service, productivity etc. Today it is imperative to establish a link between business strategies and information technology. Advanced Data Analysis and Data Mining techniques can create this link.

The product aims at building an internet/intranet -based scaleable platform to analyze and compare market movement of equities of companies, listed/unlisted on various stock exchanges. The analysis is essentially based on historical fundamental/technical data of these companies and it deploys data mining techniques to unearth patterns, trends hidden in this massive data. These analyses can help investors form specially short to long terms investment policies for maximizing returns and minimizing risk.

These analyses aim at:

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Determination of relationships between various data. This includes dependency of market price of a stock on factors affecting economic health of different industries and companies.
 
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Evaluation of stock price in view of the company's past performance and future plans.
 
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Performance Comparison of companies representing various industries
 
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Stock selection: Identifying stocks that will perform better than others in the future
 
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Market timing: Decisions pertaining to entry, exit, leverage, de-leverage of positions in uncertain markets

 

Data Warehousing is a key technology for advanced Decision Support Systems and Executive Information Systems. Today it is imperative to establish a link between business strategies and information technology. Data Warehousing can create this link.

Important Features:

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Internet - enabled
 
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Multi-tier Architecture
 
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Scaleable centralized repository of price/volume data of equities, market index and fundamental data of issuing companies
 
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Data feeds supported from various formats such as Access, Excel, Text …
 
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User Interface enabling users to form portfolios and feed other input parameters for performance analysis
 
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Business Logic Services
 
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Charting as visualization technique of Data Mining
 
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Charts as Candlesticks, OHLC Bars, Histogram, Line …
 
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Fundamental as well as Technical analysis supporting Stock Selection and Market Timing
 
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Analytical, Customizable Reports
 
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Sector-wise / Industry - wise Analysis
 
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Generation of Financial Ratios
 
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Applicable to Global Markets taking care of different Time zones with GMT/DST, involving different currencies etc.