Family Investment Fund
Algorithmic Trading • Finance • Automation
Interactive Brokers
Unusual Whales
Python
Overview
We helped a family office fund implement automated stock screening and trading applications, leveraging market data and algorithmic strategies to improve investment decision-making and execution efficiency.
What we implemented
- Automated stock screening system: Python-based application that processes market data from multiple sources to identify investment opportunities based on custom criteria.
- Trading automation platform: Integration with Interactive Brokers API for automated order execution, portfolio management, and risk monitoring.
- Alternative data integration: Incorporated Unusual Whales data feeds for options flow analysis and sentiment indicators to enhance trading strategies.
- Risk management framework: Built-in position sizing, stop-loss automation, and portfolio-level risk controls to protect capital.
Key Features
- Real-time market data processing: Live data feeds for equity prices, options flow, and market sentiment indicators
- Custom screening algorithms: Configurable filters for fundamental analysis, technical indicators, and alternative data signals
- Automated execution: Rule-based trading with customizable entry/exit strategies and position management
- Performance tracking: Comprehensive reporting on strategy performance, risk metrics, and attribution analysis
Result: Improved investment process efficiency with systematic
approach to opportunity identification and trade execution, while maintaining strict
risk controls.
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Project Highlights
- Automated screening of 5,000+ stocks daily
- Real-time options flow analysis
- Risk-controlled automated execution
- Custom performance analytics
- Multi-source data integration
Technical Stack
- Backend: Python, pandas, NumPy
- Trading API: Interactive Brokers TWS
- Data Sources: Unusual Whales, market data feeds
- Infrastructure: Cloud-based execution environment