IIRF Online > Finance & Accounting > Finance Cert & Exam Prep > Investment Analysis and Portfolio Management > Investment Analysis & Portfolio Management with Python
Investment Analysis & Portfolio Management with Python by Udemy
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing
Course Highlights
- Calculate stock returns manually as well as on Python, using real world data obtained from free sources.
- Extensively work with a variety of Python libraries including Pandas, NumPy, SciPy, Matplotlib, to name a few.
- Understand why the math works, and what the equations mean - even if your math is weak and if math freaks you out.
- Witness the power of diversification and how the risk of your portfolio can be lower than the individual assets that make up the portfolio!
- Estimate the Expected Returns of Stocks using the Mean Method, State Contingent Weighted Probabilities, as well as Asset Pricing Models.
- Calculate the total risk, market risk, and firm specific risk of stocks from scratch, and explore how the different risks interact.
- Measure your investment portfolio's performance by calculating portfolio returns and risks.
- Optimise your portfolios by maximising your returns while minimising your risk.
- Create custom functions to automate your Investment Analysis & Portfolio Management techniques, leveraging the power of Python.
- Explore computations from scratch, so you understand how Python works behind the scenes.
Skills you will learn!
Curriculum
6 Topics
Welcome to the Course. Here's What You're Going To Master.
Disclaimer
IMPORTANT: Pre-Requisites | Please read before enrolling.
Course FAQs
Important: Course Pointers
Accessing Financial Data
10 Topics
Price Risk and Return - Definitions & Relationships
Price Risk and Return - Definitions & Relationships [Quiz]
What is Shorting?
What is Shorting? [Quiz]
Calculating Stock Returns
Calculating Stock Returns [Quiz]
Calculating Stock Returns II (Applied)
Calculating Stock Returns II (Applied) [Assignment]
Variable Notations & Descriptions Cheat Sheet
Additional Resources
14 Topics
Expected Returns using Average (Mean) Method
Expected Returns using Average (Mean) Method [Quiz]
Expected Returns using Average (Mean) Method II - Creating a Function on Python
Expected Returns using Average (Mean) Method [Assignment]
Expected Returns using State Contingent Weighted Probabilities
Expected Returns using State Contingent Weighted Probabilities [Quiz]
Expected Returns using State Contingent Weighted Probabilities [Assignment]
Expected Returns using Asset Pricing Models I
Expected Returns using Asset Pricing Models I [Quiz]
Expected Returns using Asset Pricing Models I (Applied)
Expected Returns using Asset Pricing Models I (Applied) [Quiz]
Expected Returns using Asset Pricing Models II
Expected Returns using Asset Pricing Models II [Quiz]
Additional Resources
10 Topics
Estimating The Total Risk of a Stock I
Estimating The Total Risk of a Stock I [Quiz]
Estimating The Total Risk of a Stock II - Applied
Estimating The Total Risk of a Stock II - Applied [Quiz]
Estimating The Total Risk of a Stock II - Applied [Assignment]
Estimating The Market Risk of a Stock I
Estimating The Market Risk of a Stock I [Quiz]
Estimating The Market Risk of a Stock II - Applied
Estimating The Market Risk of a Stock II - Applied [Assignment]
Estimating Firm Specific Risk
9 Topics
Estimating Portfolio Returns
Estimating Portfolio Returns [Quiz]
Estimating Portfolio Risk I (2 Assets)
Estimating Portfolio Risk I (2 Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets)
Estimating Portfolio Risk II (Multiple Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets) - Applied
Estimating Portfolio Risk [Assignment]
Additional Resources
4 Topics
Take a breather!
Test Guidelines [READ BEFORE YOU START THE TEST]
A Test Towards Mastery
Additional Resources
14 Topics
Reducing Portfolio Risk by Diversification
Reducing Portfolio Risk by Diversification [Quiz]
Optimal Diversification - Number of Securities to Hold
Optimal Diversification - Number of Securities to Hold [Quiz]
Optimising Weights To Achieve A Target Return I
Optimising Portfolio Weights to Achieve a Target Return I [Quiz]
Optimising Weights To Achieve A Target Return II - Applied
Optimising Weights To Achieve A Target Return II - Applied [Quiz]
Minimising Portfolio Risk - 2 Assets
Minimising Portfolio Risk - 2 Assets [Quiz]
Minimising Portfolio Risk - Multiple Assets Applied
Minimising Portfolio Risk - Multiple Assets [Quiz]
Optimising Portfolio Weights [Assignment]
Additional Resources
11 Topics
A Bit Puzzling?
Correlation of Securities
Correlation of Securities [Quiz]
Estimating Correlation - Applied
Estimating Correlation - Applied [Quiz]
Correlation and Risk
Correlation and Risk [Quiz]
Correlation Risk and Returns
Correlation Risk and Returns [Quiz]
Solving the "Puzzles"
Exploring the Puzzles [Assignment]
2 Topics
What would you like to learn next?
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