Class Schedule

 DATE  TOPICS (may be rearranged to fit the class needs)  DECKS  HOMEWORK DUE
Jan. 14 Welcome! Intro to the class, tools, and resources
  Deck
  No Homework due (you are welcome!)
 PART I PROCESS AUTOMATION

Jan. 16 Technology concepts
Recording processes with the macro recorder.  Read #1		  Deck
  H01
Check your email and join MS Teams
Jan. 21 Modeling process: Activity diagrams. Read #2
How to solve the 'trusted location' problem		  Deck
  H02
Jan. 23 Process Automation: Loops  Deck
  H03
Jan. 28 Subs, and Functions
Optional demo to examine after class, Read #3
  Deck
  H04
 PART II BUSINESS INTELLIGENCE IN FINANCE

Jan. 30 BI tools: SQL and DBMS
Read #4 (& optional How to rename a folder)		  Deck
  H05
Feb. 4 BI tools: getting SQL, VBA, and Excel to work I - Canned queries
  Deck
  H06
Feb. 6 BI tools: getting SQL, VBA, and Excel to work II - Dynamic queries  Deck
  H07
Feb. 11
 BI tools: getting SQL, VBA, and Excel to work III - Non-queries  Deck
  H08
Feb. 13
 Data Quality: manipulating data I  Deck
  H09
Feb. 18 Data Quality: manipulating data II  Deck
  H10
Feb. 20 BI Tools: Pivot tables - Read #5  Deck
  H11
 PART III FINANCIAL ANALYTICS

Feb. 25 Introduction to the Hedge Tournament  --
  H12
Feb 27 Stock and Options transactions fundamentals  Deck
  H13
Mar. 4 Financial metrics  Deck
  H14
Mar. 6 Transactions: Stock  Deck
  H15

                                                     S P R I N G      R E C E S S

Mar. 18 Trading options
Folder recovery, Trust recovery, Key recovery 
H16
Mar. 20 Evaluating options: the Black-Scholes model.  Read #6

Mar. 25 Delta hedging

Mar. 27 Implicit volatility

Apr. 1 Algo trading: delta hedging of a portfolio family

Apr. 3 The recommender

Apr. 8 Simulation

Apr. 10 Syncing

Apr. 15 Tweaking your robotrader

Apr. 17 Tweaking your robotrader

Apr. 22 Tweaking your robotrader

Apr. 23 THE MCINTIRE HEDGE TOURNAMENT: 6pm to 9pm

Apr. 24 No morning class

Apr. 29 Prizes, pictures, and the history of the Tournament - regular class hours

Contents

The HT

Some of the links will be activated later in the course.