CFT Projects
Millennium
VC Sourcing
The VC Sourcing project helps venture capital firms and investors find promising startups more efficiently. It uses data from the Crunchbase API and web scraping to gather information on companies, such as funding rounds, team size, and recent news coverage. Users can filter and narrow down startups based on specific criteria—like capital raised, employee count, or market sector—and view key investment details in one place. The tool features a clean, interactive dashboard that makes it easy to compare companies and spot potential investment opportunities.
BNPL Forecasting Model
The BNPL Forecasting project focuses on analyzing and forecasting trends in the “Buy Now, Pay Later” industry. It studies companies like Klarna, Affirm, PayPal, and Afterpay, looking at their financials and performance alongside broader economic factors such as household debt, unemployment, and interest rates. Using this information, the model estimates future delinquency rates and compares how different BNPL providers may be affected by changing market conditions. The goal is to better understand how shifts in the economy influence credit risk in this fast-growing sector.
Hedging Strategy Simulation
The Hedging Strategy Simulation project is a platform that lets users build portfolios and test how different hedging strategies affect performance and risk. It allows users to experiment with strategies like options hedging, futures contracts, and diversification across different time periods and market conditions. The tool provides visualizations that show how each strategy impacts returns, volatility, and exposure to market movements. To make the experience more engaging, a Tamagotchi-inspired feature visually represents the health of the portfolio—showing how well a user’s strategy is protecting their investments over time.
Past Projects
Finbot
Finbot is an interactive tool that helps users analyze institutional investment data more efficiently. It automatically collects, organizes, and standardizes quarterly SEC 13F filings, allowing users to explore holdings, sector shifts, and position changes with ease. Through a simple chat-based interface, Finbot provides clear, data-backed insights and helpful context, making it easier to understand market trends and how major funds are adjusting their portfolios over time.
Millennium GenAI
The GenAI Platform simplifies financial research by helping users quickly extract and analyze key information from reports such as 10-K filings. Designed for hedge fund managers and financial analysts, it supports both equity and credit analysis through features like document uploads, saved query history, and smart data organization. With a reliable backend and an easy-to-use interface, the platform makes it easier to find meaningful insights, compare companies, and make well-informed investment decisions efficiently.
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In April, the subteam got to present the project at Millennium’s NYC office!
Portfolio Optimization
Portfolio Optimization is a personalized investing tool that helps users create and manage portfolios based on their goals, risk tolerance, and sector interests. A short survey gathers key information to build a portfolio suited to each individual. The system tracks metrics like risk, returns, and diversification, offering suggestions for adjustments when needed. An interactive dashboard displays performance, portfolio changes, and the contribution of each asset, making it easy to understand and manage investments over time.
Big Red Link
Big Red Link is an all-in-one money management platform that lets users transfer funds, check balances, and manage multiple accounts in one place. It is built with bank-level security, including OAuth 2.0, strong encryption, and a secure backend to ensure safe and compliant transactions. With real-time updates and an intuitive interface, Big Red Link makes everyday banking simple, reliable, and convenient.