ALPHAMAX Wealth Management Robo-Advisor

FinRobo offers a full‑stack Robo‑Advisor service, including customized investment advisory, risk‑tolerance questionnaire design, portfolio construction, rebalancing, and algorithm review. At its core, the solution integrates Morningstar’s fund rating meth

The three core technologies of smarttrading CO., LTD. transform simple numbers into valuable data, enabling robo-advisory to be applied to stock investment. In the future, through service workflows such as pre-investment AI big data analysis, intra-day AI real-time market monitoring, and finally, automated order placement via API, investors will be able to securely complete every stock transaction within their personal brokerage accounts.

1. AI Financial Applications: Expanding AI technology into diverse financial scenarios, a series of proprietary AI financial robots has been developed, such as Morning Report Robots, Intelligent Asset Allocation Systems, Stock Ordering Robots, Options Trading Robots, and Investment Banking Robots. Combined with generative AI dialogue models, users can engage in real-time Q&A interactions to receive personalized AI assistant services.

2. AI Investment Strategies: Systematizing years of practical market experience, the system has upgraded from traditional quantitative investing to an AI-driven strategy system. The system can process multimodal data including numerical values, text, images, audio, and video. Throughout the entire workflow of analysis, decision-making, execution, and feedback, it continuously self-optimizes through machine learning. The six major strategy engines cover equity long-short, trend following, AITPF inflection points, high-frequency arbitrage, multi-asset allocation, and bond hedging, spanning products such as stocks, futures, bonds, and ETFs, and covering multiple markets including the US, Hong Kong, Mainland China, and Taiwan.