| Date | Topics | Handouts | Work in Class | Assignments |
|---|---|---|---|---|
| Tue, Mar 18 | Portfolio optimization | Course intro slides Mean-variance slides Excel example |
Julius |
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| Thur, Mar 20 | Review of portfolio optimization Break-outs Simulation and forecasting |
Online data and python report Simulation slides |
Julius recording |
1. Portfolio optimization Solution 1 Solution 2 Streamlit version Streamlit prompt |
| Tue, Mar 25 | Retirement planning Break-outs Cost of equity capital |
Retirement planning workbook Cost of equity slides |
recording | |
| Thur, Mar 27 | Fama-French model | Fama-French slides Morningstar Quantitative Ratings Corporate Finance and Reality |
Julius recording |
2. Simulation Solution 1 Solution 2 Streamlit version |
| Tue, Apr 1 | Attribution analysis Break-outs Julius to Powerpoint Effective prompting Scraping SEC filings |
Attribution slides Julius Powerpoint thread Powerpoint deck Good Enough Prompting Ethan Mollick |
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| Thur, Apr 3 | Google Colab Installing python Streamlit Manus Financial ratios |
Google Colab Tesla Form 4 notebook Installing python test.py Julius Streamlit thread Streamlit zipfile Manus chat Manus Word doc Financial ratios slides |
3. Attribution analysis | |
| Tue, Apr 8 | Capital budgeting Working with Excel files |
Capital budgeting slides | Read The Sneaker Project before class | |
| Thur, Apr 10 | Break-outs Data visualization |
4. Financial ratios | ||
| Tue, Apr 15 | Valuation Claude etc. Using APIs |
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| Thur, Apr 17 | Break-outs Option portfolios Scraping data |
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| Tue, Apr 22 | Machine learning | 5. Group project | ||
| Thur, Apr 24 | Group presentations |
The assignments are due by 11:59 pm on Thursdays, except for assignment 5, which is due by 11:50 pm on Tuesday, April 22. Each assignment is a group assignment. The details are on Canvas. Upload a link to a Julius workflow for each assignment.
Assignment 5: This assignment counts double. Create a Julius workflow to perform some type of financial analysis and produce deliverables (Excel file, jpeg, Word doc, Powerpoint deck, Streamlit app, …). Creativity will be a consideration in grading.