In this challenge, your team will act as strategic consultants for a sophisticated investment fund seeking to leverage AI in its daily operations. The fund manages a diverse portfolio of 11 different stocks and cryptocurrencies. Your team can choose to focus on the entire portfolio, a strategic selection, or an in-depth analysis of a single high-value asset.
Your mission is to create a decision support platform that transforms the fund's investment capabilities. Whether designing an intelligent trading agent, a sophisticated analytical dashboard, or a hybrid solution, you must demonstrate how AI can generate tangible business value in financial markets.
The dataset includes historical financial data from 11 different assets:
- Stocks: AMZN, AAPL, GOOGL, MSFT, UDMY, NXE, SPY, CDR.WA, EH
- Cryptocurrencies: BTC-USD, ETH-USD
All data is stored in .csv files in the data/ directory, named based on asset and frequency (e.g., AMZ_hourly.csv, AMZ_daily.csv), with the usage of the accelerator notebook.
- Datetime / Date: Timestamp of the market data entry (hourly or daily).
- Close: Price at the end of the interval.
- High: Highest price during the interval.
- Low: Lowest price during the interval.
- Open: Price at the beginning of the interval.
- Volume: Number of shares/contracts/units traded.
- Strategic Advisors: Position yourselves as trusted advisors who understand both technology and financial markets. Balance technical innovation with practical considerations.
- Value Architects: Articulate how your solution creates measurable business impact.
- Sell the Solution, Not Just the Process: Present your solution as a valuable asset, highlighting business impact and suggesting clear next steps.
- ✅ A working prototype of your AI-powered investment solution.
- ✅ An organized and well-documented code that can be reproduced.
- ✅ A concise pitch presenting your solution to the judging panel as investment stakeholders.
- ✅ (Optional) Performance analysis comparing your solution with traditional methods.
Submit a zip folder with:
- The Google Colab notebook (with all cells run & outputs shown).
- Screenshots of all external tools/visualizations used.
Submit via email to: eyaichallenge@pt.ey.com
Subject: Stock Agent – GroupName
Include group member names in the email.
- Master the Market Data: Dive deep into the stock and cryptocurrency data. Look for patterns, correlations, and anomalies that could inform strategic investment decisions.
- Develop a Clear Value Proposition: Define exactly how your solution will add value—whether by improving decision speed, reducing risk, identifying overlooked opportunities, or enhancing portfolio performance.
- Think Like the Client: Understand the day-to-day of investment professionals. What insights would improve their decisions? How can your solution seamlessly integrate into their workflow?
- Establish a Performance Framework: Use metrics like ROI, risk-adjusted returns, prediction accuracy, and compare against market benchmarks.
- Embrace Innovation with Purpose: Ensure innovations directly address the fund's business goals. Every feature should contribute to strategic value.
- Craft a Business Case: When presenting, articulate not only the technical details but also the financial impact of your solution. Be ready to defend your approach.
🚨 Mandatory Requirement:
You must develop your solution in Google Colab using Python.
Beyond that, you are completely free to choose your own:
-
📚 Libraries and packages
Use any tools you need — e.g.,Pandas,Scikit-learn,LangChain, etc. -
📈 Visualization tools
Python-based:Matplotlib,Seaborn
BI tools:Power BI,Tableau -
🤖 AI assistants
Feel free to consult:
ChatGPT,GitHub Copilot,Gemini, or any other
-
⏳ You have 4 hours total to complete your challenge
🔒 No extensions will be allowed -
🗣 After the working session, deliver a 5-minute presentation
🎯 Simulate a client-facing consulting pitch -
👥 Each group is allowed:
1technical support session (up to 5 minutes)1business-related support session (up to 5 minutes)
🧠 Assistants will guide your thinking, not provide direct solutions
This is a consulting-style challenge with limited time. Keep these tips in mind:
-
👥 Assign roles early
(e.g., a data person, a business analyst, and a presenter) -
🔁 Work in parallel
Don’t wait on each other. Split tasks and collaborate strategically. -
🧑🏫 Keep the presentation in mind
Start preparing early; don’t leave it to the last 10 minutes. -
✅ Be realistic
It’s better to deliver a focused, clear, and well-explained solution than a rushed or overly complex one.
💡 You are not being judged only on technical accuracy —
but also on how you think, structure, work as a team, and communicate your approach.
This challenge invites you to bridge the worlds of cutting-edge AI technology and sophisticated financial strategy.
🏆 The most successful teams will demonstrate not just technical prowess,
but the ability to translate that technology into meaningful business advantage.
You are developing more than just a tool –
you are creating a strategic asset that could fundamentally enhance how investment decisions are made.