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Smart Portfolio Builder
BETA

Thematic Investing made easy with CityFALCON's AI and DCSC

Create your ideal sector portfolios and watchlists

Please enter the sectors you are interested in
Filters
Use the filters to choose the type of exposure, according to your investing style.

Your Potential Smart Portfolio

Example Table

Company
Country
Relevance
Top Level 4 Sectors
(Relevance %)
% of
Total
Amount
(USD)
Number
of Shares
Price
Per Share
Market Cap
USD
Local
TOTAL5 position(s)
100%10,000
HSBC Holdings plcFinancial Services
UK
71%
Loans & Mortgages (72%), Retail Banks (59%)
10%
1,000
130.8
601.80GBX
146.86 B
115.64 BGBP
Unilever plcConsumer Goods & Services
UK
68%
Skincare Products (60%), Make-Up & Cosmetics (50%)
10%
958
19.6
3,841GBX
121.76 B
95.88 MGBP
Rio TintoMaterials
UK
67%
Iron Ore (78%), Mining Equipment (50%)
9%
944
13.6
5,463GBX
111.87 B
88.09 MGBP
Kainos GroupFinancial Services, Technology
UK
65%
Cloud Computing (51%), Digital Technology (45%)
9%
915
70.4
1,240GBX
1.60 B
1.26 BGBP
dotDigitalCommunication
UK
60%
E-Commerce (80%), Marketing Automation Tools (65%)
8%
845
665.4
100.00GBX
389.30 M
306.60 MGBP

Increase Investment Return By
Leveraging Thematic Portfolios

What:

  • Build smart portfolios that use AI and Big Data to allocate
  • Choose sectors you want exposure to
  • Filter the companies based on your mandate or criteria
  • Allocate money algorithmically based on relevance of companies to your target sectors
  • Back test and analyse historical performance

For:

  • Investment Professionals
  • Sell-side research
  • Brokers, wealth managers, and others supporting investment professionals
Contact us for access via API

Watch how it works

Coming Soon