Cacao

Principles

Investing is a game of probabilities, not certainties. Success requires understanding that risk is unavoidable, balance is essential, and adaptation is the key to resilience.

These principles form the foundation of any enduring investment strategy.

Risk Is the Currency of Opportunity

Risk is the price of reward. It cannot be avoided, only managed. Intelligent allocation and budgeting of risk create the foundation for long-term growth.

Diversification Is the Art of Balance

True diversification is not about spreading investments thinly but about optimizing how assets work together. It minimizes systemic risk while maintaining exposure to opportunity.

Informed Adaptation
Is the Edge

Markets are ever-changing. Diversification must evolve with shifting conditions and correlations, ensuring that portfolios remain resilient and aligned with objectives.

Our Approach

Our approach is grounded in discipline and precision. By transforming risk into opportunity, achieving balance through diversification, and adapting dynamically to market conditions, we create a framework that turns uncertainty into an advantage.

Master complexity with simplicity.

The market is a complex system where every price movement compresses vast amounts of information. Achieving balance means decoding this signal. Using price-action to dynamically allocate risk, diversify intelligently, and adapt to shifting conditions in real time.

Features

Every feature of this system is designed with a single goal: to simplify the complexities of investing while maximizing your edge. By leveraging cutting-edge algorithms and timeless principles, these tools empower investors to navigate risk, diversify effectively, and adapt to change seamlessly.

Dynamic Risk Management

Continuously align risk with market conditions

Adaptive Rebalancing

Evolving with market shifts

Optimal Diversification

Crafting balanced portfolios

Intelligent Risk Insights

Clarity through analytics

Scenario Analysis & Simulations

Prepare for any market climate

Seamless Automation

Execute with precision and ease

The Cacao Way

The Cacao Way is a structured path investors follow to understand, manage, and optimize risk in their portfolios.
It reflects the lifecycle of an investment, from assessing the current state to achieving long-term goals through continuous adaptation.

Discover

Explore a universe of stocks and ETFs
The Discover stage equips you with the knowledge to make informed decisions, combining fundamental data, sector trends, and performance metrics.

• Fundamental data visualization
(e.g., P/E ratio, dividend yield).
• Performance analysis and clustering tools
(e.g., sector performance heatmaps).
Optimize

Craft Strategies That Work for You
Design your investment strategy. Use backtesting to iterate and refine your approach, ensure your portfolio aligns with your risk tolerance and return expectations. Optimize for the perfect balance between risk and reward.
• Set portfolio allocation strategies
(e.g., risk parity, max Sharpe).
• Backtest and iterate on strategies using historical market data.
Grow

Evolve with the Market
Diciplined adapting to change.
Monitor risk metrics, track performance, and dynamically rebalance your portfolio as market conditions evolve. Let our automated tools ensure your portfolio stays aligned with your goals, even in volatile markets.

• Real-time risk monitoring metrics.
• Automated portfolio rebalancing.
• Performance tracking and benchmarking.

Meet the Team

Behind Cacao is a dedicated team passionate about redefining investing.

Enrique Puente

Vocals & Vision Strings

Sergio Orozco

Drums & Technical Base

Our clients are our partners. We work with leading financial institutions to bring intelligent risk management to life.

Contact Us

Thank you visiting - We are glad you are here!
We are excited to share our journey with you. Cacao is in a limited beta release, and we are looking for investors who are excited about the future.
If any of this sounds of any interest to you, or if you are ready get on board, please fill the form bellow.
We will let you know the next steps.