Development of Recommendations for Automating the Process of a Securities Portfolio Building, Taking into the Account the Indicator of the Stock Prices Growth Stability

The study aims to develop recommendations for automating the process of forming a securities portfolio using dynamic indicators of asset value quotes, in particular, the indicator of stable growth in stock quotes, which contributes to increasing the efficiency of the formed portfolio. In accordance with the set goal, the following tasks are solved in the work: 1. To analyze the methods of forming securities portfolios, assessing their efficiency indicators and processes for automating the formation of a securities portfolio; 2. To analyze the possibility of using dynamic indicators of their quotations for the process of selecting securities to form an effective portfolio; 3. Evaluate the effectiveness of using the indicator of stable growth of stock quotes selected for the formation of a portfolio of securities; 4. To analyze the existing methods for assessing the effectiveness of securities portfolios; 5. Substantiate and recommend the proposed indicator of stable growth for the formation of a portfolio of securities; 6. Develop recommendations for automating the process of forming a portfolio of securities using the indicator of stable growth. Few researchers have addressed the issue of using the growth stability indicator. Most of the articles are devoted to classic investment models, such as the Markowitz, Tobin, Beta, Sharpe ratio, etc. However, most of these models were developed in the middle of the 20th century, and since then the investment market has changed, a lot has come to it. private investors, economists have improved existing methods of portfolio optimization and created new indicators on their basis. One of these indicators is the indicator of stable growth. During the study, an assessment was made of the effectiveness of the application of the indicator of stable growth of stock quotes selected to form an investment portfolio. According to the data obtained, the use of this indicator makes it possible to form the most effective portfolios: • Indicators of profitability of portfolios formed according to the indicator of stable growth are higher than in portfolios that were formed according to indicators of profitability and risk. • When the Markowitz method is applied to optimize portfolios based on stable growth data, the result is even more efficient portfolios. Their returns are on average 12% higher than portfolios based solely on stable growth. The results of this study can be used both by investors of various skill levels and by investment companies. Automation of the process of forming a portfolio of securities is one of the most promising areas since it contributes to timely and high-quality decision-making. The developed algorithm can become the basis for the creation and implementation of a new system for investment companies, which will increase the efficiency of the formation of investment portfolios, attract new clients and get additional profit.