Savannah ETF Trading System
ETF trading platform helping investors gain diversified exposure to various sectors without manual Excel analysis. Automatically sources, risk-grades, and recommends ETFs across sectors, simplifying portfolio management and investment decision-making through data-driven algorithms.
Client
Strategic Investment Partner
Timeline
2024
Duration
12 months
The Challenge
Investors spent countless hours manually analyzing ETFs in Excel spreadsheets, struggling to compare risk profiles and sector exposures. Reconciliation errors in manual tracking systems were costing clients millions while investment decisions lacked data-driven insights.
Manual Excel-based ETF analysis consuming hours of research time per investment decision
0.03% error rate across transaction reconciliation costing $5M annually
No systematic risk grading methodology for comparing ETFs
Difficulty sourcing and tracking 15M+ ETF data points
Inconsistent portfolio diversification across client accounts
Lack of automated alerts for risk threshold breaches
Our Solution
Built an intelligent ETF trading platform with automated sourcing, risk-grading algorithms, and data-driven recommendations. Eliminated manual Excel analysis by processing 15M+ data points daily, providing investors with instant, accurate insights.
Phase 1: Data Aggregation Engine
Built comprehensive data aggregation system sourcing ETF information from multiple financial data providers. Real-time processing of 15M+ data points daily including pricing, holdings, performance metrics, and sector exposures.
Phase 2: Risk-Grading Algorithm
Developed proprietary risk-grading algorithm analyzing volatility, correlation, sector concentration, and liquidity metrics. Automated classification system providing instant risk scores (1-10) for each ETF enabling quick comparison and decision-making.
Phase 3: Reconciliation Automation
Implemented atomic transaction processing with distributed consensus algorithms eliminating manual reconciliation errors. Built real-time audit trail with cryptographic verification saving $4.7M annually in reconciliation overhead.
Phase 4: Investment Dashboard
Created intuitive investment dashboard with portfolio visualization, sector exposure analysis, and automated rebalancing recommendations. Replaced Excel spreadsheets with real-time analytics and data-driven insights.
Technologies Used
NestJS
Ultra-high performance trading engine
Typescript
Risk-grading algorithms and ML models
PostgreSQL
ETF data warehouse with TimescaleDB
Apache Kafka
Real-time data streaming
React & NextJs
Investment dashboard
Redis
Real-time pricing cache
Docker & Kubernetes
Container orchestration
Financial Data APIs
ETF data sourcing
Grafana
Performance monitoring
Impact & Results
Savannah ETF transformed our investment process. What used to take hours in Excel now happens instantly with better accuracy. The automated risk grading and ETF sourcing have revolutionized how we evaluate opportunities.
Chief Investment Officer
Strategic Investment Partner
Key Features
Automated ETF sourcing processing 15M+ data points daily
Proprietary risk-grading algorithm (1-10 scoring)
Real-time portfolio visualization and analytics
Eliminated manual Excel analysis and reconciliation errors
Sector exposure analysis and diversification recommendations
Automated transaction processing with cryptographic audit trails