Class Schedule
DATE | TOPICS (may be rearranged to fit the class needs) | DECKS | HOMEWORK
DUE |
Jan. 18 | Welcome! Intro to the class, tools, and resources |
Deck |
No Homework due |
PART I | PROCESS AUTOMATION | |
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Jan. 23 | Technology concepts Recording processes with the macro recorder. Read #1 |
Deck |
H01 |
Jan. 21 | Modeling process: Activity diagrams. Read #2 |
Deck |
H02 |
Jan. 30 | Subs, and Functions | Deck |
Postponed (see Teams) |
Feb. 1 | Process Automation: Loops Optional demo to examine after class, Read #3 How to solve the 'trusted location' problem |
Deck |
H03 |
PART II | BUSINESS INTELLIGENCE IN FINANCE | ||
Feb. 6 | BI tools: SQL Read #4 (& optional How to rename a folder) |
Deck |
H04 |
Feb. 8 | BI tools: getting SQL, VBA, and Excel to work I - Canned queries |
Deck |
H06 |
Feb. 13 | BI tools: getting SQL, VBA, and Excel to work II - Dynamic queries | Deck |
H07 |
Feb. 15 |
BI tools: getting SQL, VBA, and Excel to work III - Non-queries | Deck |
H08 |
Feb. 20 |
Data Quality: manipulating data I | Deck |
H09 |
Feb. 22 | Data Quality: manipulating data II | Deck |
H10 |
Feb. 27 | BI Tools: Pivot tables - Read #5 | Deck |
H11 |
PART III | FINANCIAL ANALYTICS | ||
Feb. 29 | Introduction to the Hedge Tournament | Deck |
H12 |
S P R I N G R E C E S S | |
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Mar. 12 | Stock and Options transactions fundamentals | Deck |
H13 |
Mar. 14 | Financial metrics | Deck |
H14 |
Mar. 19 | Transactions: Stock | Deck |
H15 |
Mar. 21 | Trading options Folder recovery, Trust recovery, Key recovery |
Deck |
H16 |
Mar. 26 | Evaluating options: Delta and the Black-Scholes model. Read #6 | Deck |
H17 |
Mar. 28 | Delta hedging | Deck |
H18 |
Apr. 2 | Implicit volatility | Deck |
H19 |
Apr. 4 | Algo trading: delta hedging of a portfolio family |
Deck |
H20 |
Apr. 9 | The recommender | Deck |
H21 |
Apr. 11 | Simulation | Deck |
H22 |
Apr. 16 | Syncing | Deck |
H23 |
Apr. 18 | Tweaking your robotrader | Deck |
H24 (not due) |
Apr. 23 | No morning class - all day office hours | ||
Apr. 25 | No morning class - office hours until 4pm THE MCINTIRE HEDGE TOURNAMENT: 5pm to 9pm |
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Apr. 30 | Prizes, pictures, and the history of the Tournament - 3:30 in rm. 118 | |
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Contents
The HT
Some of the links will be activated later in the course.