Tristar is a Single Family Office set up by Indonesian UHNWIs with USD 700M in AUM.
•Reduced monthly report production times by 90% by automating processing of Position and Cash Flow Statements for USD 700M in assets using Python, OpenAI APIs, Openpyxl, Pandas and implemented transaction type detection capabilities for purchases, divestments, capital calls, distributions, and fees across all statements.
•Improved data-driven decision-making for bond allocations, by analysing the fund’s USD 180M fixed income portfolio that informed investment strategy presentations to the principal.
•Accelerated deployment of the Bloomberg PORT Enterprise by 2 months, by developing custom scripts to port 1.5 years of data to the platform.
•Reduced report production times for given ticker codes by 80% and improved quality of analysis of reports by developing automated market analysis systems using Interactive Brokers API, LlamaIndex, LangChain, and OpenAI APIs, improving ability to make more informed decisions on assets.