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Robots tailored to capital markets

Everysk’s intelligent automation platform offers a suite of robots, each a building block designed for the capital markets professional. Within Everysk, users seamlessly string these robots together, crafting powerful workflows tailored to their unique needs. This guide breaks down each robot’s functionality, providing clarity on how they can be harnessed to optimize operations and drive informed decision-making.

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Robot, Robot Guide

Workflow Management

Robots that initiate and control the flow of workflows

Within Everysk, Workflow Management Robots serve as foundational tools. They orchestrate complex processes efficiently, ensuring that operations across the board are synchronized and precise. Their role is pivotal in laying the groundwork for Everysk’s workflows, ensuring that every step in the process chain is initiated and executed seamlessly.

Workflow Management Robots include the Starter Robot, plus multiple robots categorized as Flow Control Robots.

  • Starter Robot: Also referred to as a Trigger Robot, as it initiates or “triggers” workflows in various ways, such as manually, through API, time-based, or upon receiving an integration file.
  • Flow Control Robots:
    • Integration Controller: Ensures the integrity of all created data, preventing duplicate files and reprocessing any missing positions.
    • Execution Logger: Stores the logs from a workflow execution including runtimes and error messages.
    • Conditional: Sets up If/Then logic in a workflow.
    • Conditional Parameters: Creates a map of different values based on previous input.
    • Barrier Robot: Synchronizes parallel processes.
    • Time Barrier Robot: Applies a wait function to a workflow for a specified amount of time.
    • Workflow Bridge: Connects one workflow to another, allowing data transfer.
    • Request Input Robot: allows users to manually inject variables/values to be used in the automation.
Robot, Robot Guide

Portfolio and Data Management

Robots that handle portfolios, datastores, files, and custom time series

Intelligent automation for capital markets requires robust tools dedicated to managing and manipulating data. For these purposes, Portfolio and Data Management Robots streamline tasks central to decision-making. They provide a seamless interface for data management, empowering professionals to focus on strategy and analysis, ensuring that data-driven insights are always accessible.

Example Workflows:
Data Exploration Workflow Automation
Aggregate Portfolio Data Workflow Automation

  • Portfolio Robots:
    • Portfolio Retriever: Retrieves portfolios for use in the workflow.
    • Portfolio Generator: Generates a portfolio based on entered data.
    • Portfolio Merger: Combines multiple portfolios into one.
    • Portfolio Consolidator: Consolidates the assets of a portfolio.
    • Portfolio Expression Robot: Edits values within a portfolio.
    • Portfolio Look-Through Robot: Breaks down invested funds within a portfolio to the security level.
    • Security Remapper: Corrects securities’ symbology within a portfolio.
  • Datastore Robots:
    • Datastore Retriever: Retrieves datastores for use in the workflow.
    • Datastore Explorer: Queries and operates on datastores.
    • Datastore Merger: Combines multiple datastores into one.
    • Datastore Editor: Modifies columns within a datastore.
    • Metadata Retriever: Injects datastore information linked to portfolios into the workflow.
    • Datastore to CSV Robot: Converts a CSV file to an Everysk datastore.
    • CSV to Datastore Robot: Converts an Everysk datastore to a CSV file.
  • File Handling Robots:
    • File Retriever: Retrieves files for use in the workflow.
    • File Generator: Generates files in various formats.
    • Zip Handler: Compresses and extracts files.
    • Rich Text Importer: Consumes text files in the workflow.
Robot, Robot Guide

Parsing, Integration, and Connectivity

Robots that parse files and integrate with external platforms.

In an interconnected capital markets environment, seamless integration and data interpretation are essential. Parsing, Integration, and Connectivity Robots bridge Everysk with external systems, ensuring smooth data flow and enhancing collaboration. Their capabilities play a crucial role in optimizing operations, facilitating efficient data exchange, and supporting real-time decision-making.

Workflow Example:
Everysk for Enfusion Automation Workflows

  • Parser, Partner, and Connector Robots:
    • Enfusion Robot: Retrieve reports, stage orders, and listen to blotters in real time on the Enfusion system.
    • Anbima Parser: Parses and creates portfolios from Anbima .xml files.
    • Bloomberg Parser: Parses portfolios from Bloomberg standard data files.
    • Credit Suisse Parser: Parses portfolios from Credit Suisse’s standard format.
    • Goldman Sachs Parser: Parses portfolios from Goldman Sachs’ standard format.
    • Interactive Brokers Parser: Parses portfolios from Interactive Broker’s standard format.
    • Admin Parser: Customizable robot for user-defined parsing.
    • Prime Broker Parser: Customizable robot for parsing data from any prime broker.
    • Tableau Robot: Connects to Tableau to generate PDF reports.
    • Microsoft Teams Robot: Sends alerts and reports to Teams channels.
    • OpenFin Distribution Robot: Sends alerts and reports to an OpenFin account.
    • Slack Robot: Sends alerts and reports to a Slack channel.
  • Network Robots:
    • HTTP Client: Connects to any API client.
    • SFTP Client: Connects to an SFTP to push or pull data.
Robot, Robot Guide

Market and Fund Information Robots

Robots that provide insights, details, and analytics about market data, fund compositions, and other related financial information.

Market and Fund Information Robots provide money managers with insights and details about market data, fund compositions, and other related financial metrics. They offer a clear window into the constituents of benchmarks, market data trends, and fund characteristics. With their assistance, professionals can access and understand the nuances of the market, ensuring they are always equipped with the most relevant and up-to-date information.

  • Market Data Robot: Exposes market data to clients pulling security prices for a given date range.
  • Fund Composition Robot: Outputs the constituents of a list of common available benchmarks.
  • Anbima Liabilities Robot: Provides the probability matrix model of fund redemptions at the vertices of ANBIMA.
  • CVM Liabilities Robot: Returns the CVM study model for portfolio redemption probability.
  • Fund Info Robot: Provides characteristics of a specific fund.
Robot, Robot Guide

Data Manipulation and Conversion Robots

Robots that handle, transform, and convert data in various formats and structures.

Data, in its raw form, often requires transformation to be effectively utilized. Data Manipulation and Conversion Robots specialize in this area, ensuring that data is structured, converted, and prepared for various tasks. They handle diverse data formats, making transitions between different types seamless. By streamlining these often tedious processes, they enable professionals to focus on the core aspects of their work, ensuring that the right data is always in the right format at the right time.

  • Expression Solver: Allows users to run a custom mathematical formula and specify data from the workflow as inputs.
  • List Operator: Edits list objects with functions like append, remove duplicates, sort, etc. and can convert objects into different types.
  • XLSX to CSV Robot: Converts an XLSX file into a CSV file.
  • CSV to XLSX Robot: Converts a CSV file into an XLSX file.
  • Date Retriever Robot: Specifies dates within a workflow from different input sources.
  • OCR Robot: Optical character recognition used to extract data from pdfs.
Robot, Robot Guide

Advanced Calculation and Analytics

Robots that run and persist data calculations.

Deriving actionable insights from vast datasets is paramount. Advanced Calculations and Analytics Robots facilitate this by offering sophisticated computational capabilities. They delve deep into data, running intricate calculations and simulations to extract meaningful patterns and trends. Their role is instrumental in transforming raw data into valuable insights, aiding professionals in making informed, strategic decisions.

Tailor-made for capital markets, Everysk is the only intelligent automation provider offering portfolio calculation engines natively.

  • Datastore Generators and Calculations Robots
    • Datastore Parametric Risk Robot: Calculates a security’s reaction to risk factors.
    • Datastore Exposure Robot: Calculates portfolio exposures.
    • Datastore Monte Carlo Risk Robot: Uses Monte Carlo simulations to calculate risk.
    • Datastore Monte Carlo Stress Tester: Calculates portfolio returns for risk factor shocks using Monte Carlo simulations.
    • Datastore Historical Robot: Calculates a security’s reaction based on historical returns.
    • Datastore Parametric Stress Test: Calculates portfolio behavior under market scenarios.
    • Datastore Beta Robot: Calculates the beta of a portfolio.
    • Datastore Tracking Error Robot: Calculates a portfolio’s tracking error.
    • Datastore Sensitivities Robot: Calculates financial sensitivity measures.
    • Datastore Liquidity Robot: Calculates trading volume and liquidation days for a portfolio.
    • Datastore Security Information Robot: Maps labels to portfolio positions.
    • Datastore Brazilian Regulations Robot: Calculates rules according to Brazilian regulations.
    • Datastore P&L Robot: Calculates the P&L of a portfolio.
    • Datastore BackTest Statistic Robot: Runs a backtest against a benchmark.
Robot, Robot Guide

Reporting and Compliance

Robots that design and distribute reports and handle compliance checks.

Timely reporting and adherence to compliance standards are indispensable. Reporting and Compliance Robots provide the tools necessary to generate, distribute, and ensure the integrity of reports. They streamline the process of designing compliance checks and records, ensuring that operations align with industry standards and best practices. Their presence reinforces trust and transparency, vital components in today’s fast-paced financial landscape.

Example Workflow:
Pre-Trade Compliance Workflow Automation

  • Report Robots:
    • Report Retriever: Retrieves reports for use in the workflow.
    • Report Generator: Generates reports based on selected templates.
    • Everysk Report to PDF: Converts Everysk reports to PDF format.
    • Report Distributor: Distributes reports by sending links to emails.
    • Notification Robot: Sends alerts via Email, Slack, Teams, and other services.
  • Compliance Robots:
    • Compliance Generator: Sets up checks against datastore values.
    • Compliance Solver: Analyzes rules against multiple metrics datastores.
Robot, Robot Guide

Customizable Action Robots

Robots that allow users to directly interact, customize, or input data, enhancing the flexibility and adaptability of workflows.

Every professional in capital markets has unique needs and preferences. Personalized Action Robots cater to this individuality, allowing for direct interaction, customization, and tailored inputs. They empower users to shape workflows and processes according to their specific requirements. Whether it’s prompting for particular inputs or enabling the creation of custom functionalities, these robots ensure that the platform aligns closely with each user’s objectives and strategies, enhancing flexibility and adaptability.

Example Workflow:
Trade Approval Automation Workflow

  • For Developers Robot: Allows the creation of custom robots written in Python or JavaScript.
  • User Input Robot: Prompts users for specific types of input when a workflow is triggered.
  • Email Action Robot: Sends an email with a customizable action button to kick off or continue a workflow.

Ready to see how you can deploy Everysk’s intelligent automation robots at scale?