Data Analysis

Automating the GEM Investment Strategy

Private InvestorFinance & Investment1 Week
95%
Time Saved
100%
Consistency
Automating the GEM Investment Strategy - Private Investor case study

The Challenge

A private investor utilizes the Global Equities Momentum (GEM) strategy, a rules-based approach requiring disciplined, periodic checks of market performance. The strategy involves comparing the momentum of equity markets against bond markets and risk-free assets. Performing these checks manually was tedious, time-consuming, and prone to inconsistency. The investor needed to remember to fetch the data on time, find reliable sources, and manually enter it into a spreadsheet for analysis, taking valuable time away from other activities and introducing the risk of human error.

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Our Solution

We designed and implemented a streamlined automation using Make.com. The scenario automatically triggers on a set schedule to perform the required GEM strategy check-up. It systematically fetches the latest performance data for four key asset classes—developed markets, emerging markets, bond markets, and treasury bills—from a dedicated financial data API. The automation incorporates an error-handling mechanism to retry the data fetch in case of temporary API issues, ensuring reliability. Once all data points are collected, the system populates a new row in a designated Google Sheet. This log includes the current date, the performance figures, and a pre-built formula that instantly provides the investment action required by the GEM strategy rules, offering a clear, actionable insight without any manual effort.

Technologies & Tools

Make.comGoogle SheetsFinancial Data API

Implementation Timeline

1 Week from start to full deployment

The Results

95%
Time Saved

Reduced the time for periodic checks from 30 minutes to less than 1 minute of automated execution.

100%
Consistency

Ensured the investment strategy checks are performed on time, every time, without fail.

Automated
Data Reliability

Eliminated manual data entry errors by fetching data directly from the financial API.

Instant
Decision Velocity

Actionable insights are available immediately after the automation runs, removing analysis delays.

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What Our Client Says

"This automation has been a game-changer for my investment discipline. I no longer worry about missing a check-up or making a mistake in my data. Everything is done for me on time, and the result is waiting in my spreadsheet. It brings true coherence and peace of mind to my strategy."
Peter
Private Investor

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