Desenvolvimento de um sistema para gestão de portifólio financeiro com mecanismo de alerta comportamental de risco

Abstract

This work is part of the debate on the financial market, with special attention to the variable income segment. It seeks to analyze the different types of investors and the profiles that characterize them, as well as exploring behavioral finance, with an emphasis on understanding the dynamics of acquiring assets on the stock exchange, investigating the motivations behind investors' choices in this scenario. With this in mind, the "Organiza" tool was developed, which is a web system that seeks to meet the needs of equity investors. This system offers a secure and precise approach to investment management, facilitating efficient control of buy and sell orders and periodic returns. The platform presents the history of transactions through graphs and tables, detailing the composition of the investor's portfolio, filtering assets comprehensively and individually. In addition to mitigating the risks inherent in variable income trading, the platform also incorporates a behavioral risk alert. This function aims to guide investors in risky situations when entering a new financial trading order, in order to prevent impulsive choices and mitigate any existing bias. Thus, from a methodological point of view, this research is of an applied nature, and relied on an exploratory study, based on secondary data and bibliographical research to understand the characteristics of investors and the nuances of the financial market. In addition, in order to meet the demands of the application's development, it was decided to use the Java programming language in conjunction with the Spring Boot framework. For data storage, the choice fell on the MySQL database management system. Finally, the user interface was developed using the Javascript library, React.js, in conjunction with Material UI.