FINTICS (Financial System Trading Application)

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If you don’t have your own investment strategy and philosophy, Don’t do it.
If you mess up, you’ll be in big trouble.
This program only automates your own investment strategy.

πŸ–₯️ Demo site

Credentials: developer/developer

Management web application (google cloud run)


Due to a cold start, there is an initialization delay of approximately 30 seconds.
(No money!!!)

Trading daemon application


Trading daemon is not available on the demo site.
(No money!!!)

πŸ§ͺ Running from source code

Configures Gradle

Adds private maven repository

vim ~/.gradle/init.gradle
...
allprojects {
    repositories {
        // ...
        maven {
            url = "https://nexus.chomookun.org/repository/maven-public/"
        }
        // ...
    }
}
...

Starts fintics-daemon

Runs the trading daemon application.

# starts fintics-daemon
./gradlew :fintics-daemon:bootRun

Starts fintics-web

Runs the UI management web application.

# starts fintics-web
./gradlew :fintics-web:bootRun

πŸ§ͺ Running from release binary

Downloads Released archives.

Starts fintics-daemon

./bin/fintics-daemon

Starts fintics-web

./bin/fintics-web

πŸ§ͺ Running from container image

Starts fintics-daemon

docker run -rm -p 8081:8081 docker.io/chomoookun/fintics-daemon:latest

Starts fintics-web

docker run -rm -p 8080:8080 docker.io/chomoookun/fintics-web:latest

πŸ”— References

Git source repository

Arch4j framework (based on spring boot)

πŸ’Ό My Passive EMP(ETF Managed Portfolio)

Concept

Rebalance Strategy

ps. Technical Indicator: RSI, CCI, Stochastic Slow, Williams %R

1. US Market (50% of Passive EMP)

Equity(Growth) 35% + Equity(Dividend) 35% + Bond(Sovereign) 10% + Bond(Aggregate) 10% + Cash Equivalent 10%

[35%] Equity(Growth) ETF

Symbol Name Holding weight Reference
QDVO Amplify CWP Growth & Income ETF 11.66% Nasdaq
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF 11.66% Nasdaq
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 11.66% Nasdaq

[35%] Equity(Dividend) ETF

Symbol Name Holding weight Reference
DGRW WisdomTree U.S. Quality Dividend Growth Fund 8.75% Nasdaq
DIVO Amplify CPW Enhanced Dividend Income ETF 8.75% Nasdaq
BALI iShares Advantage Large Cap Income ETF 8.75% Nasdaq
JEPI JPMorgan Equity Premium Income ETF 8.75% Nasdaq

[10%] Bond(Sovereign) ETF

Symbol Name Holding weight Reference
GOVI Invesco Equal Weight 0-30 Year Treasury ETF 5% Nasdaq
TIP iShares TIPS Bond ETF 5% Nasdaq

[10%] Bond(Aggregate) ETF

| Symbol | Name | Holding weight | Reference | |β€”β€”β€”-|——————————–|β€”β€”β€”β€”β€”-|β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”-| | FBND | Fidelity Total Bond ETF | 3.33% | Nasdaq | | PYLD | PIMCO Multisector Bond Active ETF | 3.33% | Nasdaq | | IGLD | FT Vest Gold Strategy Target Income ETF | 3.33% | Nasdaq |

[10%] Cash Equivalent ETF

| Symbol | Name | Holding weight | Reference | |β€”β€”β€”-|β€”β€”β€”β€”β€”β€”β€”β€”|β€”β€”β€”β€”β€”-|β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”-| | SGOV | iShares 0-3 Month Treasury Bond ETF | 10% | Nasdaq |

2. KR Market (50% of Passive EMP)

US.Equity(Growth) 17.5% + US.Equity(Dividend) 17.5% + KR.Equity(Growth) 17.5% + KR.Equity(Dividend) 17.5% + US.Bond(Sovereign) 10% + US.Bond(Aggregate) 10% + Cash Equivalent 10%

[17.5%] US.Equity(Growth) ETF

Symbol Name Holding weight Reference
474220 TIGER λ―Έκ΅­ν…Œν¬TOP10νƒ€κ²Ÿμ»€λ²„λ“œμ½œ 8.75% K-ETF
486290 TIGER λ―Έκ΅­λ‚˜μŠ€λ‹₯100νƒ€κ²Ÿλ°μΌλ¦¬μ»€λ²„λ“œμ½œ 8.75% K-ETF

[17.5%] US.Equity(Dividend) ETF

Symbol Name Holding weight Reference
441640 KODEX λ―Έκ΅­λ°°λ‹Ήμ»€λ²„λ“œμ½œμ•‘ν‹°λΈŒ 5.83% K-ETF
0046Y0 ACE 미ꡭ배당퀄리티 5.83% K-ETF
0049M0 ACE 미ꡭ배당퀄리티+μ»€λ²„λ“œμ½œμ•‘ν‹°λΈŒ 5.83% K-ETF

[17.5%] KR.Equity(Growth) ETF

Symbol Name Holding weight Reference
472150 TIGER λ°°λ‹Ήμ»€λ²„λ“œμ½œμ•‘ν‹°λΈŒ 5.83% K-ETF
498400 KODEX 200νƒ€κ²Ÿμœ„ν΄λ¦¬μ»€λ²„λ“œμ½œ 5.83% K-ETF
496080 TIGER 코리아밸λ₯˜μ—… 5.83% K-ETF

[17.5%] KR.Equity(Dividend) ETF

Symbol Name Holding weight Reference
441800 TIMEFOLIO Koreaν”ŒλŸ¬μŠ€λ°°λ‹Ήμ•‘ν‹°λΈŒ 4.37% K-ETF
161510 PLUS κ³ λ°°λ‹Ήμ£Ό 4.37% K-ETF
279530 KODEX κ³ λ°°λ‹Ήμ£Ό 4.37% K-ETF
0052D0 TIGER μ½”λ¦¬μ•„λ°°λ‹Ήλ‹€μš°μ‘΄μŠ€ 4.37% K-ETF

[10%] US.Bond(Sovereign) ETF

Symbol Name Holding weight Reference
476760 ACE λ―Έκ΅­30λ…„κ΅­μ±„μ•‘ν‹°λΈŒ 3.33% K-ETF
0085P0 ACE λ―Έκ΅­10λ…„κ΅­μ±„μ•‘ν‹°λΈŒ 3.33% K-ETF
468370 KODEX iSharesλ―Έκ΅­μΈν”Œλ ˆμ΄μ…˜κ΅­μ±„μ•‘ν‹°λΈŒ 3.33% K-ETF

[10%] US.Bond(Aggregate) ETF

Symbol Name Holding weight Reference
468630 KODEX iSharesλ―Έκ΅­νˆ¬μžλ“±κΈ‰νšŒμ‚¬μ±„μ•‘ν‹°λΈŒ 5% K-ETF
468380 KODEX iSharesλ―Έκ΅­ν•˜μ΄μΌλ“œμ•‘ν‹°λΈŒ 5% K-ETF

[10%] Cash Equivalent ETF

| Symbol | Name | Holding weight | Reference | |β€”β€”β€”-|–|β€”β€”β€”β€”β€”|β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”-| | 488770 | KODEX λ¨Έλ‹ˆλ§ˆμΌ“μ•‘ν‹°λΈŒ | 10% | K-ETF |