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TradingValley
About the Organisation
TradingValley delivers institutional B2B solutions for financial firms. Our suite features the Customized AI Investment Portfolio engine, AI Research Agent for automated market intelligence, and JASPER AI copilot for relationship managers. Backed by proven experience with top Taiwan institutions, we are actively expanding globally --- welcome to connect!
Products and Services
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Customized AI Portfolio & Asset Allocation Engine
An institutional-grade, white-label quantitative portfolio engine combining Black-Litterman optimization and machine-learning market prediction model. It delivers dynamic asset allocation, drawdown protection, and customizable thematic portfolios with automated rebalancing for banks, life insurers, and robo-advisory platforms.
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Growin AI Market Research Agent
A multi-agent market intelligence platform built for investment research teams. It monitors multi-factor sentiment signals, industry heatmaps, and macro trends in real time, while automatically generating institutional stock research memos and earnings call analyses in 60 seconds, accelerating research workflows by 80%.
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JASPER AI - Wealth Management Copilot
An AI wealth copilot tailored for relationship managers and private bankers. JASPER automatically turns unstructured client meeting notes into structured goals, optimizes portfolios within the institution's approved fund universe, and generates compliant, multi-scenario investment proposals in under 3 minutes.
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Growin - AI Investment & Stock Mining Platform
An AI-driven global equity research and analytics platform for individual investors. Covering 7,000+ US and Taiwan stocks, Growin provides 5-dimension AI scoring, proprietary trend breakout alerts, and WinwinGPT conversational financial intelligence to empower smarter, data-backed retail investment decisions.
