Smart Portfolio Builder
Thematic Investing made easy with CityFALCON's AI and DCSC
Create your ideal sector portfolios and watchlists
Your Potential Smart Portfolio
Example Table
Company
Country
Relevance
Top Level 4 Sectors
(Relevance %)
(Relevance %)
% of
Total
Total
Amount
(USD)
(USD)
Number
of Shares
of Shares
Price
Per Share
Per Share
Market Cap
USD
LocalTOTAL5 position(s)
100%10,000HSBC 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