The process of portfolio investment management based on automation

The current trends in the development of stock markets are a constant increase in their capital volumes, an increase in the involvement of individuals in investment processes, the emergence of new financial instruments. This changes approaches to the analysis of financial assets and to the management of the investment portfolio. In the new conditions of turbulence, the use of additional indicators of forecast estimates of the “distance to default” and ROA intervals is relevant. New technologies have contributed to the development of robotics and specialized services in the financial market, however, an investor needs skills in applying automation methods. Automation of a number of processes in portfolio investment not only allows the analyst to achieve efficiency, optimization, manageability of the securities portfolio, but also to monitor the effectiveness of algorithms and robots, to check and adjust the balance of their portfolios in a timely manner.