Developed Investment and Algorithmic Trading Strategies

📅 2024-01-12 — Session: Developed Investment and Algorithmic Trading Strategies

🕒 20:40–21:25
🏷️ Labels: Investment, Algorithmic Trading, Financial Data, Risk Management
📂 Project: Business
⭐ Priority: MEDIUM

Session Goal

The session aimed to assess and develop comprehensive investment strategies, including algorithmic trading, risk management, and financial data handling.

Key Activities

• Investment Strategy Assessment: Evaluated gradual investment strategies focusing on dollar-cost averaging, diversification, and risk management.
• Portfolio Construction: Created a diversified investment portfolio with a focus on various asset classes and risk management.
• Stocks and ETFs Strategy: Developed strategies for investing in stocks and ETFs, utilizing algorithmic trading techniques.
• Algorithmic Trading Development: Planned the selection and development of algorithmic trading software, including backtesting and risk management.
• Market Data Sources: Identified and compared market data sources for algorithmic trading.
• Financial Tools Comparison: Compared Yahoo Finance and Google Finance for investment analysis and algorithmic trading.
• Financial Management Suite Setup: Outlined the setup of a financial management suite using Google Finance, Google Sheets, and Python.
• Data Fetching System: Developed a system to fetch financial data using Python and Google Sheets.
• Stock Data Retrieval: Implemented Python scripts to download stock data using the yfinance library.

Achievements

• Comprehensive strategies for investment and algorithmic trading were developed.
• Identified key tools and data sources for effective financial management and trading.

Pending Tasks

• Further testing and refinement of algorithmic trading strategies.
• Integration of financial management tools with real-time data sources.