Automating the GEM Investment Strategy

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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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
Implementation Timeline
1 Week from start to full deployment
The Results
Reduced the time for periodic checks from 30 minutes to less than 1 minute of automated execution.
Ensured the investment strategy checks are performed on time, every time, without fail.
Eliminated manual data entry errors by fetching data directly from the financial API.
Actionable insights are available immediately after the automation runs, removing analysis delays.
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Start Your TransformationWhat 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."
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