Stella

Stella, developed by Agrud Technologies, is a Platform as a Service (PaaS) solution designed for Wealth Managers, Brokers, and Family Offices. According to the vendor, Stella aims to provide a comprehensive financial data, content, and analytics cloud infrastructure that caters to companies of all sizes in the wealth management and fintech industry. The product offers a range of features and functionalities that can potentially streamline operations, reduce costs, and provide faster time to market for professionals in the wealth management sector, brokers, family offices, fintech companies, and financial institutions.

Key Features

Global Market Coverage: According to the vendor, Stella provides API connections to multiple data providers and bots, offering access to price, fundamental, and general data across 12 countries and close to 40,000 tickers in various asset classes such as Equities, ETFs, Indices, Mutual Funds, and Forex. It also collects data on filings, short interest, insider trading, and analyst ratings.

Contextual Search: Stella allows users to create context around all the tickers it covers. According to the vendor, it scans the web and social media platforms to track information about companies, including details about key employees, product launches, suppliers, and credit ratings.

Actionable Data: Stella generates actionable data, eliminating the need for data scientists and analysts to run their own processes. According to the vendor, it provides current and historical data on thousands of standardized analytics, including technicals, price analytics, ratios, and margins.

Market Intelligence: Stella offers market intelligence as a search functionality, running thousands of analyses at regular intervals. According to the vendor, it can provide answers to simple questions such as "Which large-cap stocks underperformed the market this year?"

Portfolio Intelligence: Stella allows users to evaluate asset allocation, sector weightings, and uncover concentrated positions. According to the vendor, it enables users to view individual holdings across all products and track personnel or manager changes.

Backtesting & Scenario Analysis: Stella enables users to create their own strategies, backtest them, and run scenario analysis using Python or Blocks. According to the vendor, it eliminates the need to download and maintain data, as everything happens in the cloud.

Multi Portfolio and Watchlist Tracking: Stella allows users to create and track multiple portfolios and watchlists. According to the vendor, it also tracks other watchlists of interest, such as portfolios of top investors or recommendations by reputable sources.

Recommendation Engine: According to the vendor, Stella's recommendation engine analyzes portfolios and investment needs to provide personalized recommendations. It considers thousands of attributes for each security to personalize recommendations based on short or long-term requirements.

Output: NLG, Reports, Chatbots: Stella seamlessly integrates with various output formats, including simple data, text, audio, or video, which can be accessed through APIs. According to the vendor, it enables the creation of automated reports, emails, chatbots, and triggers using instant messaging. Additionally, Stella offers a powerful natural language generation (NLG) tool for personalized daily updates.