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
 H02
Jan. 23 Subs, and Functions
 H03
Jan. 28 Process Automation: Loops
Optional demo to examine after class, Read #3
 How to solve the 'trusted location' problem

 PART II BUSINESS INTELLIGENCE IN FINANCE

Jan. 30 BI tools: SQL and DBMS
Read #4 (& optional How to rename a folder)

Feb. 4 BI tools: getting SQL, VBA, and Excel to work I - Canned queries

Feb. 6 BI tools: getting SQL, VBA, and Excel to work II - Dynamic queries

Feb. 11
 BI tools: getting SQL, VBA, and Excel to work III - Non-queries

Feb. 13
 Data Quality: manipulating data I

Feb. 18 Data Quality: manipulating data II

Feb. 20 BI Tools: Pivot tables - Read #5

 PART III FINANCIAL ANALYTICS

Feb. 25 Introduction to the Hedge Tournament

Feb 27 Stock and Options transactions fundamentals

Mar. 4 Financial metrics


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

Mar. 6 Transactions: Stock

Mar. 18 Trading options
Folder recovery, Trust recovery, Key recovery 

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. 24 Tweaking your robotrader

Apr. ?? No morning class - office hours until 4pm
THE MCINTIRE HEDGE TOURNAMENT: 5pm to 9pm

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.