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  		 Deck
  H16
Mar. 20 Evaluating options: the Black-Scholes model.  Read #6  Deck
  H17
Mar. 25 Delta hedging  Deck
  H18
Mar. 27 Implicit volatility  Deck
  H19
Apr. 1 Algo trading: delta hedging of a portfolio family
  Deck
  H20
Apr. 3 The recommender  Deck
  H21
Apr. 8 Simulation  Deck
  H22
Apr. 10 Syncing  Deck
  H23
Apr. 15 Tweaking your robotrader  Deck
  H24 (the last!)
Apr. 17 Tweaking your robotrader (same deck as previous day)

Apr. 22 No regular class: all-day software clinic: see the signup sheets outside my door

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

Apr. 24 No 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.