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

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

Session Goal

The session aimed to explore and develop investment strategies utilizing financial data analysis and visualization techniques.

Key Activities

  • Investment Strategies: Discussed various strategies such as trend following, momentum investing, and dollar-cost averaging, emphasizing the need for backtesting.
  • Data Processing: Outlined steps for processing monthly price data and testing trading strategies, including data acquisition and iterative refinement.
  • Data Analysis: Developed methods for analyzing investment opportunities by calculating period returns and aligning them with observations.
  • [[Data Visualization]]: Implemented Python code to visualize stock data using Matplotlib, including scatter plots and color maps for enhanced analysis.
  • Troubleshooting: Addressed common issues with Pandas styling in VS Code, providing solutions for rendering styled DataFrames.

Achievements

  • Successfully outlined and began implementing investment strategies with a focus on backtesting.
  • Developed Python scripts for data processing, analysis, and visualization, enhancing the understanding of stock trends.
  • Identified and resolved issues related to DataFrame styling in VS Code.

Pending Tasks

  • Complete the implementation of backtesting frameworks for the discussed investment strategies.
  • Further refine data visualization techniques to better represent financial data insights.