dgx-spark-playbooks/skills/dgx-spark-portfolio-optimization/SKILL.md
2026-04-19 09:25:00 +00:00

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dgx-spark-portfolio-optimization GPU-Accelerated portfolio optimization using cuOpt and cuML — on NVIDIA DGX Spark. Use when setting up portfolio-optimization on Spark hardware.

Portfolio Optimization

GPU-Accelerated portfolio optimization using cuOpt and cuML

This playbook demonstrates an end-to-end GPU-accelerated workflow using NVIDIA cuOpt and NVIDIA cuML to solve large-scale portfolio optimization problems, using the Mean-CVaR (Conditional Value-at-Risk) model, in near real-time.

Portfolio Optimization (PO) involves solving high-dimensional, non-linear numerical optimization problems to balance risk and return. Modern portfolios often contain thousands of assets, making traditional CPU-based solvers too slow for advanced workflows. By moving the computational heavy lifting to the GPU, this solution dramatically reduces computation time.

Outcome: You will implement a pipeline that provides tools for performance evaluation, strategy backtesting, benchmarking, and visualization. The workflow includes:

  • GPU-Accelerated Optimization: Leveraging NVIDIA cuOpt LP/MILP solvers
  • Data-Driven Risk Modeling: Implementing CVaR as a scenario-based risk measure that models tail risks without making assumptions about asset return distributions.
  • Scenario Generation: Using GPU-accelerated Kernel Density Estimation (KDE) via NVIDIA cuML to model return distributions.
  • Real-World Constraint Management: Implementing constraints including concentration limits, leverage constraints, turnover limits, and cardinality constraints.
  • Comprehensive Backtesting: Evaluating portfolio performance with specific tools for testing rebalancing strategies.

Full playbook: /home/runner/work/dgx-spark-playbooks/dgx-spark-playbooks/nvidia/portfolio-optimization/README.md