Priority-Driven Asset Allocation
- Iteratively checks assets in a user-defined priority list.
- Only executes trades when asset price is below the portfolio's average cost basis.
Projects
Fintech Product
PositionBuild
A web-based fintech product (early alpha) that enhances dollar cost averaging with adaptive logic, helping retail investors optimize purchase timing and reduce average cost across multiple assets.
What it is
PositionBuild is a live web product that enhances traditional DCA strategies with adaptive logic, connecting to Alpaca Markets to optimize when and how capital is deployed across a priority-ranked asset list.
Goal
Give retail investors a disciplined, automated approach to building positions — reducing average cost per asset while avoiding overexposure through intelligent, rules-based capital deployment.
Key features and achievements
Capital Efficiency
- Uses a fixed percentage of available capital per check to avoid ill-timed lump sum investing.
- Tracks historical performance and trade conditions to support strategy validation.
Trade Execution Engine
- Automated limit order submissions with dynamic pricing logic.
- Failsafe and logging mechanisms to prevent runaway order placement.
Technologies
PythonFlaskPostgreSQLAlpaca Markets APIPlotlyCron Scheduling
Big-picture vision
Accessible Automated Investing
PositionBuild gives retail investors a disciplined strategy that adapts to market conditions, removing emotion from position-building decisions.
Scalable FinTech Infrastructure
The product is built to expand — multi-user support, OAuth, and predictive signal layers are natural next steps on top of the existing execution engine.