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  • $25

Creating Investment Fund Categories Using NLP

  • Course
  • 14 Lessons

In this course, you will learn how to use OpenBB, FMP and natural language processing to create investment peer groups. This allows you to build your own ETF universes based on keyword searches. With these categories, you can then perform investment due diligence and find the funds that match your target criteria. This can also be used to create your own dashboards!
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You can watch the first lecture for free! (See the video above).

What You Will Learn

  • Leverage Natural Language Processing (NLP) to Build Fund Categories: Master how to use NLP techniques to group investment funds based on custom criteria and keyword searches.

  • Build Custom ETF Universes: Learn to create your own ETF peer groups for targeted investment research and due diligence.

  • Apply Advanced Filters: Enhance your fund searches with geographical and thematic filters, allowing for more refined investment analysis.

  • Automate Investment Research: Use Python and API integrations to build powerful search functions and dashboards for your investment workflow.

Contents

Theory Slides
Python Notebook
01 - Theory
02 - Creating an FMP API Key
03 - Initialization and Creating Our First Filter
04 - Tokenization
05 - Identifying Key Words
06 - Find Funds with Keyword Searches
07 - Enhancing Our Filters with Geographic Regions
08 - Creating the Complete Search Function, Part 1
09 - Creating the Complete Search Function, Part 2
Python Assignment
Python Assignment Solutions
requirements.txt

  • $25

Creating Investment Fund Categories Using NLP

  • Course
  • 14 Lessons

In this course, you will learn how to use OpenBB, FMP and natural language processing to create investment peer groups. This allows you to build your own ETF universes based on keyword searches. With these categories, you can then perform investment due diligence and find the funds that match your target criteria. This can also be used to create your own dashboards!
Buy now