Yuanta Securities Robo-Advisor Passes Financial Services Commission Testbed

Recorded a 3.75% Return... Surpassing the Average Return of -3.53% for Passing Algorithms

[Asia Economy Reporter Minwoo Lee] Yuanta Securities' self-developed robo-advisor has passed the government's testbed evaluation.

Yuanta Securities announced on the 29th that its robo-advisor 'T-Rader Robo-ETF Type,' which applies the self-developed T-Rader algorithm, passed the 8th robo-advisor testbed evaluation hosted by the Financial Services Commission.

'T-Rader Robo-ETF Type' manages domestic exchange-traded funds (ETFs) based on T-Rader signals. It predicts market direction and the strength of upward and downward movements to suggest investment weights, portfolio composition, and rebalancing timing. Since inverse ETFs are also included as options, it is explained that profits can be pursued even in a declining market.

The testbed results are also outstanding. While the average (cumulative) return of the 15 algorithms that passed the 8th robo-advisor testbed was -3.53%, 'T-Rader Robo-ETF Type' recorded an excess return of 3.75% (as of the 24th).

Meanwhile, Yuanta Securities is holding a commemorative event for passing the robo-advisor testbed evaluation until August 31. Customers who participate in the quiz event on the website, Home Trading System (HTS), or Mobile Trading System (MTS) by the 31st of this month and answer correctly will receive a 10-day free pass to 'Search 3.6.9,' which provides real-time analysis information on sectors and stocks with concentrated buying power. Customers who apply for the 'Search 3.6.9' notification talk via KakaoTalk on the MTS 'T-Rader M' will also receive a free pass. Detailed information can be found on the Yuanta Securities website.

Jeon Jin-ho, Head of Digital Solutions Division at Yuanta Securities, said, "'T-Rader Robo-ETF Type' is an algorithm that consolidates the know-how and capabilities accumulated while developing T-Rader, and its stability and effectiveness have been verified through this testbed pass. We plan to offer it to customers in various service forms such as investment advisory and wrap accounts in the future."

This content was produced with the assistance of AI translation services.