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Projects and Premium Code Templates (For Annual Subscribers)

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In these projects, we will test what you have learned, reinforce important material, and introduce new concepts that can be taught within a half-hour. Are you ready for a challenge that will elevate your game? We also provide some of our premium code templates that will teach you some advanced financial, machine learning and economic concepts that only pros with experience know.

Contents

Required Files

In this section you can download the projects_functions files which should be imported into project and premium code template notebooks. Please watch the Main Functions primer in the Tutorials section.

requirements.txt
  • 185 Bytes
project_functions_no_openbb.py
  • 19 KB
projects_functions.py
  • 19.1 KB

Python Primer

This short video and notebook will provide a basic review of:

  1. Python data structures

  2. Basic pandas methods

  3. Advanced pandas methods

Python Primer Notebook
  • 107 KB
01 - Python Primer Part 1
  • 21 mins
  • 64.9 MB
02 - Python Primer Part 2
  • 16 mins
  • 45.3 MB

Sell In May and Stay Away?

In this short project, you will test the old adage of whether it is better to sell in May and reinvest in the fall. In this project, you will learn how to create seasonal performance heatmaps.

Project: Sell in May and Stay Away - Notebook
  • 17.3 KB
Project: Sell in May and Stay Away - Solutions
  • 553 KB

Removing Autocorrelations from Alternative Investment Returns

In this project, we will demonstrate why alternative investments present misleading risk statistics. We will also show you how to correct their returns for auto-correlations, which artificially understate their volatility.

EurekahedgeIndices_EXCEL.xlsx
  • 2.44 MB
Removing Autocorrelations - Project Notebook
  • 33 KB
Removing Autocorrelations - Project Solutions
  • 153 KB

Hierarchical Clustering of Fixed Income Funds

In this project, you will reinforce what you learned in case study 1 of our Introduction to Machine Learning in Portfolio Construction course.
You will classify various fixed income funds based on different risk and return features.

Fixed Income Fund Clustering - Project Notebook
  • 282 KB
Fixed Income Fund Clustering - Project Solutions
  • 284 KB

Creating a Calendar Year Performance Heatmap

This notebook provides a detailed analysis of yearly returns for various asset classes, using a calendar year heatmap to visualize performance trends. The analysis aims to help understand asset performance over a multi-year period, assisting in the identification of diversification benefits and overall portfolio risk-return characteristics.

Creating a Calendar Year Heatmap Notebook
  • 188 KB

Macroeconomic Analysis

In this section, you will find all notebooks related to macro analysis.

Unemployed to Job Openings Ratio
  • 47.7 KB

Analyzing US GDP Releases

This premium code template provides you with some insight into quarterly US GDP releases. We show you the tricks that the pros use to get as much information as possible from the release. We also show you some advanced visualization techniques, and create a summary table that gives you all of the important information from the GDP report.

This is a great way to learn Python, economics in less than a half hour!

Please make sure to download the accompanying xlsx file that contains the FRED identifiers that you will need to download the data. This xlsx file should be copied into your Colab instance.

GDP_Analysis_Explanation.docx
  • 27.9 KB
US GDP Analysis Python Notebook
  • 1.09 MB
us_gdp_identifiers.xlsx
  • 11.6 KB

  • $5/mo

Projects and Premium Templates Subscription

  • Includes 2 additional products

This monthly subscription provides access to all projects and premium code templates. It is included for all annual site subscribers.

  • $249.99/yr

Digital Hub Insights Subscription

  • Includes 16 additional products

This annual subscription gives you access to everything we offer. You will have access to all courses, including new ones as they are released.