Custom Data Project for Wealth and Investment Company
Comprehensive financial planning
The Challenge: To validate a unique stock option investment strategy that maintains high returns while reducing risk.
Our Task: Analyze over 1,300 spreadsheets, containing 18 million records of stock-option data that spanned 16 years using a variety of complex parameters including:
Daily Closing Prices
ATM (At The Money) & OTM (Out of The Money) Options
The Result: Boiled down 18 million records into 3 data sets of about 20,000 records each so our client could verify their theory and create better portfolios for their clients.