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.