Python for Finance – Financial Analysis

The Finance and Investment Industry is experiencing rapid change due to the rapid advancement of processing power, connectivity, and machine learning tools. Not only this, Finance and Investment are increasingly becoming a data-driven business, shifting from a math/formula-based business.

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13 Hours 6 Mins
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Jobaaj Learnings

Course description

Why do you need to take this Python for Finance Course? The Finance and Investment Industry is experiencing rapid change due to the rapid advancement of processing power, connectivity, and machine learning tools. Not only this, Finance and Investment are increasingly becoming a data-driven business, shifting from a math/formula-based business.

How can you keep up?
You need to leave Excel behind to manage your Financial Data. Python and Pandas offer the opportunity for deep dives into Machine Learning, as well as becoming more efficient at work when you are dealing with Financial Data.
Learning Pandas from scratch is nearly as easy as learning Excel. Pandas is like Excel for Python. Due to its many features, Pandas appears to be more complicated than other tools. As you practice, you will become familiar with pandas and will be able to use them for managing financial data, for meeting the same goal Jobaaj Learnings introduced Advanced Python for Finance Course.

Significant Highlights of The Course

  • Deep Dive in Pandas, Financial Data, and Financial Concepts
  • Online video lectures
  • Quizzes for Practice
  • Taught by qualified Python professional
  • Projects at the end of the course

 

Why learn Pandas?

The workflows you usually carry out with Excel can be more efficiently done with Pandas. There may be dozens of lines of coding running automatically behind the scenes of Pandas, which is a high-level coding library. Pandas operations are typically wiped out in one line of code! However, you must learn and master Pandas in an order that enables you to understand more about what’s going on and realize the pitfalls (Don’ts) and remain compliant (DOs). Python/Panda coding is one of the most in-demand skills in Finance.

The difficulty level can be selected from the Python courses we offer:-

For getting started with Python you can choose our Python for Finance Level – 1 Course, there is no prior knowledge needed. In Python for Finance Level – 2 you’ll be learning to Import Financial Data from Free Web Sources, CSV, and Excel Files. Calculate Returns, Risks, and Correlations of Stocks, Indexes, and Portfolios. Calculate Simple Returns, Log Returns, and Annualized Returns and Risks. Learn how to construct your financial index (price, equal, or value-based). Optimize your stock portfolio Calculate Sharpe Ratio, Systematic Risk, Unsystematic Risk, Beta, and Alpha for stocks, indexes, and portfolios. Understanding Modern Portfolio Theory and Risk Diversification, thus allowing for Capital Asset Pricing Model (CAPM). Insight into Mean-Variance Optimization (MVO) and how it is used in Real World (and why it is not used in many cases). Create customized charting with technical indicators (SMA, Candle Stick, Bollinger Bands, etc.) for the financial performance (e.g. Rolling Statistics, Simple Moving Averages, etc.)

What else do we offer?

  • Practical-oriented course
    There is a strong practical focus to the course lessons, and students work only with the existing programs to demonstrate the concepts. Every module ends with a Quiz containing practical questions related to the course, and students are encouraged to answer the questions before moving forward.
  • Quizzes for practice
    A quiz is also included at the end of every section of this course and the module end questions. We have also provided worksheets, assignments, and projects for practice.
  • Instructor support for questions
    Connect with Instructor via WhatsApp/Mail. Jobaaj understands that students will have questions about the course. It is also necessary for a healthy learning process, so we encourage students to ask their questions in the videos discussion forum. Every question will be answered as soon as possible.

 

Who can take this Course?

  • For Investment & Finance Professionals who are interested in transitioning from Excel to Python to boost their careers and work efficiency.
  • Finance Students and Researchers who learned to handle large datasets and reached the limits of Excel.
  • Data Scientists who want to improve their data handling/manipulation skills (in particular for statistical data).
  • Anyone interested in data science (financial).
  • Anybody who is interested in how Financial Performance is measured and how indices (stock) and portfolios are created, analyzed, visualized, and optimized. By using data examples instead of theories and formulas, it is easier to understand the concepts.

Prerequisite
  • Python for Finance

Lesson List

1

Numpy Crash Course

Why Numpy? Numpy Array VS Python List
00:09:00
How to Use Numpy
00:14:00
Basic Operations in Numpy
00:15:00
Numpy 2D Array
00:08:00
Numpy Arrays: Boolean Indexing
00:13:00
Generating Random Numbers
00:18:00
Performance Issues
00:14:00
Statistics in Numpy
00:09:00
2

Introduction to Pandas

Intro to Pandas/Tabular Data
00:12:00
Inspection of Data
00:13:00
Built-in Functions, Attributes and Methods
00:11:00
Where we can get DATA From
00:08:00
Selecting Columns
00:17:00
Selecting Rows with Square Brackets (not advisable)
00:09:00
Selecting Rows with iloc (position-based indexing)
00:20:00
Pandas Cheat Sheet
3

Different ways of Importing Data Using Pandas

Using pd.read_csv to import csv files
00:15:34
Using pd.read_csv to import messy csv-files
00:10:00
Importing Data from Excel with pd.read_excel()
00:05:30
Importing messy Data from Excel with pd.read_excel()
00:08:00
Importing Data from the Web with pd.read_html()
00:08:00
Creating IPL Dataset using pd.read_html()
00:19:00
4

Cleaning Data Using Pandas

First Steps of Data Cleaning - Data Inspection
00:19:00
Different ways of formatting and Cleaning string Data
00:15:10
Typecasting - Changing datatypes using astype()
00:10:12
What are null, NA, NaN values?
00:06:25
How to detect the null values in large datasets?
00:11:35
Removing null values without affecting the Dataframe
00:14:30
How null values can be replaced?
00:07:50
Intro and detection of Duplicates
00:06:05
Handling the duplicate data in a Dataframe
00:08:46
What are outliers? How to find an Outlier?
00:10:43
Best ways of handling an Outlier?
00:09:04
Compressing data size using categorical dtype
00:08:10
5

Deep Dive in Pandas

Dropping Rows and Columns using Pandas
00:25:26
Adding new Columns using Square Brackets
00:11:00
Case study for Arithmetic Operations on NITI Ayog Data
00:35:12
Best possible ways to create a DataFrame
00:18:11
Adding new Rows (Custom Data)
00:15:24
Merging, Joining and Concatenating Dataframes
00:13:32
6

Time Series in Pandas

Getting started with the Time Series Dataset
00:07:29
Types of converting str to datetime object
00:09:59
Analysis and Visualization of Timeseries Data
00:09:17
Using Indexing and Slicing in Time Series Data
00:11:36
fixed frequency DatetimeIndex using pd.date_range()
00:22:00
Using resample() to Downsampling Time Series
00:12:00
Time Series Using yfinance and resample()
00:07:00
7

Importing Financial Data from Yahoo Finance

Getting Data of TESLA Stock by YFinance
00:09:29
Customising the Stock Data by YFinance
00:14:24
Stock Split and Dividends by YFinance
00:08:09
Exporting to CSV/ Excel File by YFinance
00:04:57
Importing multiples stocks and Financial Indexes Data by YFinance
00:10:56
Importing Currency Exchange & CryptoCurrency Data by YFinance
00:07:03
Importing ETFs and MF Data by YFinance
00:08:16
Stock Fundamentals, Meta Info and Performance Metrics by YFinance
00:12:05
Financials (Balancesheet, Cashflows, P&L) by YFinance
00:07:55
Put and Call Options by YFinance
00:04:02
Stream Real Time data from YFinance
00:08:28
8

Financial Data - Essential Workflows (Risk, Return & Correlation)

Getting the Data ready - Initial inspections
00:08:28
Time Series Normalization
00:13:03
Using shift, diff and pct_change method
00:13:06
Using Mean and STD to measure stock performance
00:15:46
Calculating Risk and Return of 7 Stocks
00:12:54
Calculating Stock Covariance and Correlation
00:09:54
9

Advanced Techniques (Rolling Statistics & Reporting) on Financial Data

S&P 500 Performance Reporting – rolling risk and return
S&P 500: Investment Horizon and Performance
Simple Returns vs. Log Returns
The S&P 500 Return Triangle
The S&P 500 Dollar Triangle
The S&P 500 “Weather Radar”
Exponentially-weighted Moving Averages (EWMA)
Expanding Windows
Rolling Correlation
rollling() with fixed-sized time offsets
Merging / Aligning Financial Time Series (hands-on)
Fetching major Indexes Data
00:10:02
Calculating SMA of Nifty 50
00:13:48
Simple Moving Average with Momentum Trading
00:11:22
10

Creating and Analysing Financial Indexes

Financial Indexes
Getting the Data
Price-Weighted Index – Theory
Creating a Price-Weighted Stock Index with Python
Equal-Weighted Index
Market Value-Weighted Index – Theory
Creating a Market Value-Weighted Stock Index with Python
Comparison of weighting methods
Price Index vs. Performance/Total Return Index
11

Create, Analyze and Optimize Financial Portfolios

Getting the Data
Creating many random Portfolios with Python
What is the Sharpe Ratio and a Risk Free Asset?
Finding the Optimal Portfolio
Sharpe Ratio – visualized and explained
12

Modern Portfolio Theory & Asset Pricing (CAPM, Beta, Alpha, SLM & Risk divers.)

Capital Market Line (CML) & Two-Fund-Theorem
The Portfolio Diversification Effect
Systematic vs. unsystematic Risk
video coming soon
video coming soon
13

Forward-looking Mean-Variance Optimization & Asset Allocation

Mean-Variance Optimization (MVO)
It´s not that simple – Part 1 (Investments 101 vs. Real World)
Changing Expected Returns
It´s not that simple – Part 2 (Investments 101 vs. Real World)
Cyclical vs. non-cyclical Stocks – another Intuition on Beta
14

Interactive Financial Charts with Plotly and Cufflinks

Creating Graphs
Interactive Price Charts with Plotly
Customizing Plotly Charts
Interactive Histograms with Plotly
Candle-Stick and OHLC Charts with Plotly
SMA and Bollinger Bands with Plotly
Learn from the best

Jobaaj Learnings

Jobaaj Learnings offer the best in class industry-focused programs to students. 

Our trainers have several years of experience in the respective field and work with leading companies. 

We are the pioneer of a personalised micro-learning education model in India.

Why micro-learning?

A rise in digital devices, fast internet, and a rapidly changing environment has made micro-learning the demand of an hour. 

We consider it the most effective method of consuming learning content & are on a mission of making professionals habitual of upskilling by stealing little time daily from their busy lifestyle.

It is by far the most comprehensive course on using Python/Pandas with financial data sets. I highly   Read More

Deepesh Tyagi

Despite all the information, which is a lot, he manages to deliver it in an excellent manner. He exp   Read More

Anurag Singh

This is a helpful guide to analyzing financial data using Python. In the training, the trainer descr   Read More

Manish Dixit

The course is very good if you want to understand financial data with the use of pandas. The explana   Read More

Afreen Khan

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