📅 2024-01-15 — Session: Developed and Refined Investment and Trading Strategies

🕒 03:50–07:45
🏷️ Labels: Investment, Trading, Data Analysis, Visualization, Python
📂 Project: Business
⭐ Priority: MEDIUM

Session Goal:

The session aimed to explore and refine various investment and trading strategies, focusing on leveraging data analysis and visualization techniques to enhance decision-making.

Key Activities:

  • Investment Strategies: Discussed key strategies like trend following, momentum investing, and dollar-cost averaging, emphasizing the importance of backtesting.
  • Data Processing and Backtesting: Outlined steps for processing monthly price data, developing trading strategies, and conducting backtests.
  • Data Analysis: Calculated period returns using DataFrames to analyze stock performance and identify trends.
  • [[Data Visualization]]: Utilized Python’s Matplotlib and Pandas for visualizing stock data, including scatter plots and color gradients.
  • Troubleshooting: Addressed issues with Pandas styling in VS Code, providing solutions for rendering problems.

Achievements:

  • Developed a comprehensive framework for testing trading strategies using historical data.
  • Implemented Python code for calculating and visualizing stock returns.
  • Enhanced data visualization techniques with color gradients and scatter plots.

Pending Tasks:

  • Further refine backtesting methods to improve strategy effectiveness.
  • Explore additional visualization techniques for better data interpretation.