Courses on Technical Analysis

COURSE LINK: http://www.wiziq.com/course/71364-an-introduction-to-technical-analysis

THE COURSE IS A GROUP COURSE WITH MINIMUM OF 10 LEARNERS, IF WITHIN ONE MONTH OF FIRST ENROLLMENT THE BATCH DOESN'T GET COMPLETED WE WILL ISSUE YOU COMPLETE REFUND. 



 

A method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity.

Technical analysts believe that the historical performance of stocks and markets are indications of future performance.In a shopping mall, a fundamental analyst would go to each store, study the product that was being sold, and then decide whether to buy it or not. By contrast, a technical analyst would sit on a bench in the mall and watch people go into the stores. Disregarding the intrinsic value of the products in the store, the technical analyst's decision would be based on the patterns or activity of people going into each store.

We have two divisions in it. A one day Introductory course & complete CMT Level 1 Prep Course. A learner can join the introductory course & can then decide to join for complete course or not. The course would be taken by an affiliated faculty with qcfinance.in

Technical Analysis - 1 Day Introductory Course!!

Learning objectives:

• Identify the main elements of technical analysis.
• Identify key elements of a charts.
• Distinguish between types of trends.
• Recognize the difference between support and resistance, how to draw Trend-lines.
• Identify how volume, liquidity and breakpoints work as market indicators.
• Identify key tools of pattern analysis.

Topics covered include:

• Charting, time frames and prices
• Trend-lines
• Volume
• Pattern analysis
• Moving averages

CMT Level 1 Prep Course Online!! 

• Duration : 10 sessions, each 1.5 hour = 15 hours course!
• Topics to be covered for the coming exam : http://docs.mta.org/cmt/reading/2014oct-cmt1.pdf

Course Structure:

Session 1Introduction to Technical Analysis Definition of Technical Analysis History of Technical Analysis Fusion Analysis Modern Technical Analysis & the MTA Code of Ethics	Session 2Construction of Charts & Dow Theory Types of Charts Construction of Charts Time Frames & other Charting Factors Dow Theory
Session 3Trend Analysis Definitions and Types of Trends Trendlines & Channels Moving Averages Other Trend Analysis Tools	Session 4Chart Patterns Market Bottom Patterns Market Top Patterns Trend Continuation Patterns Gaps & Measured Moves
Session 5Market Indicators Part I Overview of Types of Indictors Construction and Design Volume Indicators Momentum Indicators	Session 6Market Indicators Part II Using Indicators Confirmation Breadth Indicators Sentiment Indicators
Session 7Systems & Money Management Discretionary versus Non discretionary Trading System Design Testing and Optimization Risk Management	Session 8Intermarket Analysis & Cycles Individual Stocks Futures Markets Commodities & Other Markets Cycles
Session 9Technical Analysis in Portfolio Management Relative Strength Statistics Modern Applications Usage Outside of Stocks	Session 10Point and Figure Charting & Course Wrap-up Construction Patterns & Signals Trendlines Price Targets

Introduction to Technical anlaysis

Uploaded by Shivgan on WizIQ Tutorials

In case of any queries, please contact us at info@qcfinance.in

Video Tutorials on Citations

How to cite paper:


https://www.youtube.com/watch?v=HGsUqikjfME

https://www.youtube.com/watch?v=6tpZ8FZ8Q8k

https://www.youtube.com/watch?v=Htd3jiIm0Hw

One On One Course On Reasoning For Bloomberg Aptitude Test (BAT)

• One On One Course On Reasoning For Bloomberg Aptitude Test (BAT) 

  Strategically built course to crack the Aptitude Part of BAT exam
  

• Note: Bloomberg Aptitude Test (BAT) was earlier known as Bloomberg Assessment Test
•  
• Link to the course:
• http://www.wiziq.com/course/45620-one-on-one-course-on-reasoning-for-bloomberg-aptitude-test-bat 

Contact: info@qcfinance.in/Shivgan@qcfinance.in/arpit@qcfinance.in

Course Highlights:

• 
  
• Requires absolutely no prior knowledge of Aptitude.
• Examples with real data to enhance your financial IQ.
• Get Access to the courseware of our complete BAT course.
• New Interpretation, terminologies & basic IQ of the subject covered.
• Contains right blend of learning & practice (60:40).

Language of Instruction - English. 
 

Course Includes :

3 classes of 2 hours each, total 6 hours (along with 1 hour extra for revision). Course is expected to be completed in 1 month with life time access to recordings

Why should you enroll in this course ?

- Gain confidence to pass BAT Exam

- Gain knowledge about topics of BAT

- Improve your chances of passing exams, getting in Quant profiles

BAT Exam Structure:

Bloomberg Aptitude Test (BAT) consists of 8 sections with 100 questions to be answered in 2 hours.

Source: Bloomberg Institute

• News Analysis – Consists of 12 Questions designed to assess the capability to use information from news articles. 
• Economics – Consists of 12 Questions designed to assess the application of Economic Concepts. 
• Math Skills – Consists of 14 Questions designed to assess the broad-spectrum math skills, with an emphasis on finance related math. 
• Analytical Reasoning – Consists of 12 Questions designed to assess the problem solving ability. 
• Financial Statement Analysis – Consists of 12 Questions designed to assess the basic understanding of financial statements.
• Investment Banking – Consists of 12 Questions designed to assess how one applies the fundamental principles of financing & strategic advisory performed by an Investment Banking. 
• Global Markets – Consists of 14 Questions designed to assess familiarity with a broad range of concepts, current events, and trends in the global financial markets that are presented in the media.
• Chart & Graph Analysis - Consists of 12 Questions designed to assess your ability to interpret & use information found in charts & graphs.

Strategy To Crack BAT: Leave no weakness: Importance of balance --- Have it all ready for the exam --- Play time bound game --- Explore public files

Quant & Verbal:

• Logical Reasoning
• Quant
• Verbal
• Strategy for geometry, probability, reading comprehension, critical reasoning, table formation.
• 1 set of questions

About Bloomberg Terminal:

• B-terminal (ticker) data from Bloomberg
• Reuter RIC.
• Importing on excel.
• Shortcuts.
• Basic idea about terminals like Factset, capital IQ, etc.

News Analysis:

• News of Financial Markets.
• Chart of the day.
• Importance of Federal Reserve and market direction.
• Reading bloomberg.com & Reuter.com.

Advanced Equity Valuation:

• Sector to understand: Oil & Energy vs. Technology vs. Healthcare etc.
• Adjustments & apple-apple comparison of intra sector Companies.
• FCFE & FCFF for valuation.
• Making Projection: Element by Element.
• Intuitive understanding of formula EV/EBITDA.
• Computing CFO from various methods.
• Equity CFA L2.

Investment Banking:

• EV/EBITDA
• Transaction vs. Trading multiple
• Rating effect on spreads
• Share buy back
• Monte Carlo
• Effect of P/E on acquisition
• Synergy
• Google buying Motorola (specials on patents)
• IPO (Facebook)
• Corporate Finance CFA L 2

CFA Level 2:

• Equity (transaction vs trading multiples).
• Corporate Finance: corporate action.
• Financial Reporting Analysis: Consolidation.
• International economics.
• Cash flow calculations.
• Mistakes Improvement.

Areas of Focus:

1. Sensitization on derivative, quant, fixed income, portfolio, VAR modeling.
2. Introduction to all features of Bloomberg Terminal.
3. Provide introduction about all profiles in Finance.
4. Right mix of data analytical, ethics & finance concepts.
5. Examples with real data to enhance your IQ (US Municipal Bonds).
6. Under the applicability and use on Bloomberg or Reuters Websites (Introduction to tickers, RIC).
7. Real life examples & real cases which are currently hot in the market.
8. New Interpretation, terminologies & basic IQ for the subject covered.
9. Along with financial aspects, increased focus on Aptitude section according to new BAT. 
10. Investment Banking questions (synergy, leverage buyout and IPO not covered with much details in CFA).
11. News Interpretation of Bond Markets (names of US based bonds, in general credit risk is a famous area to understand yields and spreads).
12. Practical questions on financial markets.

Important Points of the course:

1. Highly flexible and tailored as per needs of individual.
2. Sensitization on derivative, quant, fixed income, portfolio & VAR modeling.
3. Gives introduction to all features of Bloomberg Terminal.
4. Provide introduction about all profiles in Finance.
5. Helpful for passing FRM, CFA & other Finance certification exams.
6. Prepares for career advancement in financial analysis.
7. Helpful for MBA finance aspirants.

Class No.	Topic	Class duration
1.	BAT Aptitude Part	2 hrs
2.	BAT Aptitude Part	2 hrs
3.	BAT Aptitude Part	2 hrs

Algorithmic Trading in India (Brokers, Implementation, Retail users, platforms, tools, softwares, etc)

Algo Trading In India - Omnesys NEST Strategy - Nest algorithmic trading

Nest/now/odin 

http://www.omnesysindia.com/neststrategy.html

http://www.nseindia.com/products/content/derivatives/equities/historical_fo.htm

http://symphonyfintech.com/

Add high low and the decay from the cal and put so that u could be most close to the market

NIFTY 16-Jan-2014 26-Feb-2014 CE 6,200.00 229.75 231.90 205.85 223.30 225.00 223.30

NIFTY 16-Jan-2014 26-Feb-2014 PE 6,200.00 62.40 73.60 60.00 67.05 66.00 67.05

Algo trading, also called automated trading. Algo Trading converts your strategies into Automated Trading. It Support Platform like ODIN, NOW and FastTrade. It is the use of electronic platforms.

Whichever is expensive resuide the threshold for corrodir

MS / implementing strategy for volatility less than 16%

Research papers for

Cor residuals

AR 1 and different models

Important Links:

http://santology.wordpress.com/2013/05/12/excel-sheet-for-nifty-options-traders/

http://www.alphabox.in/

http://prophecis.com/

http://robotrader.in/

http://algotradingindia.blogspot.com/2012/05/open-source-trading-platforms-list.html

http://www.indianhedgefunds.in/automated-trading-system-for-india-market/

http://www.indianhedgefunds.in/automated-trading-system-for-india-market/

https://www.cool-trade.com/

http://www.ftindia.com/solutions/brokerageSolutions/TechnicalTraderSolutions.htm

http://www.omnesysindia.com/retails.html

https://plus.omnesysindia.com/NestPlus/Support/index.jsp

http://www.chirayusoft.in/AlgoTrading.html

Big Data Will Generate 6 Million U.S. Jobs by 2015!

http://www.edureka.in/

Quantitative Investment - Pre course support

The topics that we offer are:

Intro to Probability (ref CFA L2, GARP FRM)

Time Series, Logistic & Multiple Regression (ref CFA L2, GARP FRM)

VBA programming: Sorting, Error handling (Refer to programming part of our course) – Excel power programming text book

Extreme value theory (FRM 2)

Numerical programming in MATLAB (a part of our MATLAB course)

Monte Carlo: Excel models based on GBM, ARIMA, Vaisec, Jump, etc

GBM: Brownian motion calculus

VAR (FRM Part 2)

The topics that are taken from FRM are a part of our course for the exam. You can assume the sub topics to be identical to the exam syllabus.

We are working to cover all topics given for CQI: http://en.cqi.sg/courses/core-curriculum/

Links:

http://en.cqi.sg/introduction-to-quantitative-investment-201310/

http://www.numericalmethod.com/trac/numericalmethod/wiki/Trading/Literature

http://en.cqi.sg/courses/core-curriculum/risk-management/

http://en.cqi.sg/courses/core-curriculum/algorithm-design-and-analysis/

http://en.cqi.sg/courses/core-curriculum/monte-carlo-methods-and-optimization-methods/

http://en.cqi.sg/courses/core-curriculum/quantitative-equity-portfolio-management/

http://en.cqi.sg/courses/core-curriculum/statistics/

Regression

http://www.youtube.com/watch?v=YTIj7HILEzI

Mathematics for Comp Science

Important Links:

Standford Course
http://www.stanford.edu/class/cs103a/information.shtml

http://www.stanford.edu/class/cs103/

http://www.cs.sunysb.edu/~skiena/

Discreet Mathematics
http://en.wikipedia.org/wiki/Discrete_mathematics

Courses:

http://mathfinance.uncc.edu/prospective-students/admissions

http://coe.fit.edu/se/research.php

http://www.sdstate.edu/mathstat/research.cfm

http://www.bothell.washington.edu/mscsse

http://sce.umkc.edu/masters/computer-science.cfm

Log ACD and Gamma function in Finance

Log ACD and Gamma function in Finance

The Logarithmic ACD Model: An Application to the Bid-Ask

Monte Carlo Simulation and Volatility Modeling

Monte Carlo:

http://investexcel.net/jump-diffusion/
http://vbadeveloper.net/blackscholesvbafxoptionpricermontecarlosimulation.pdf
http://www.riskamp.com/how-to/
http://www.freelancer.com/projects/PHP-C-Programming/Correlating-Inputs-Monte-Carlo.html
http://forum.chandoo.org/threads/xl-vba-monte-carlo-sim-code-for-company-valuation.13151/

Option Pricing Models and Volatility Using Excel-VBA: Finance Series, Book 361 (Wiley Finance) [Kindle Edition]
http://www.vosesoftware.com/


Companies selling addin in Monte Carlo:
www.riskamp.com
www.vosesoftware.com
www.palisade.com
http://www3.wabash.edu/econometrics/EconometricsBook/Basic%20Tools/ExcelAddIns/MCSim.htm
www.solver.com/Monte-Carlo
www.lumenaut.com
http://www.montecarlito.com/

Addin stocatic models: 5
distributions: normal / lognormal
Correlated residuals


Study DB papers again
Applying Systematic & Rule Based Risk Management for Portfolio Market Risk (Passive Investment)
Dynamics during Crisis Periods: stress testing for the profolio, and testing if premonition works
VAR is greater than VAr avetga with a multiplier then take edge
monte carlo in MATLAB engine building and stocastic engine
Equity Global and cost of hedge
how to project volatility?
costs of put

Project bond? use Merton model for the sam prices
use three regimes for MC setup (something like secots data)

yahoo MATLAB integration


Volatility modeling MATLAB stochastic models:
http://people.anu.edu.au/joshua.chan/code.html
http://www.mathworks.com/help/econ/heston.html
http://www.mathworks.com/products/econometrics/description8.html
http://www.math.umn.edu/~bemis/pide/pide_matlab.html

Course on “CFA Level 1 exam / Excel VBA for Finance” Indore

QcFinance, Indore Presents:

• CFA L1 Training for June 2014 Exam
• Series of Workshop on strategy and doubt clearing
• First workshop on 8th December at Khatiwala Tank Indore
• Tentative: 100 hrs (35 hrs in Class 65 hrs Online) for June Exam
• Online classes and doubt clearing using various tools
• VBA Excel for Financial Modeling
• Pre-Workshop sessions to help you get the most out of the event

Please register soon, only 10 seats available!

Two session per month (12 hours per month) at Indore.

Register for free online to check!!!

M- Khatiwala Tank, Indore

contact@qcfinance.in

http://qcfinance.in/cfa-indore/

Adds posted on:

http://indore.click.in/course-on-cfa-level-1-exam-excel-vba-for-finance-c177-v6777403

http://www.ads2india.com/Indore_Classifieds/Cfa_L1_and_Excel_For_Finance_Worshop-173967.html

http://www.apnacircle.com/v/company/qcfinance

http://www.yet5.com/training-institute/yet5/11539/indore/qcfinance-indore-at-indore-city.html

http://www.thinkvidya.com/indore/shivgan-j/1395266

http://www.thinkvidya.com/indore/cfa-l1-excel-for-finance-worshop/1395730

http://indore.olx.in/cfa-l1-financial-modeling-workshop-indore-iid-562550970

http://lookdial.com/viewDetailAd.aspx?adid=738356619224&sta=POSTING

http://indore.olx.in/one-day-workshop-on-cfa-level-1-exam-excel-vba-for-finance-dec-13-iid-562933934

http://www.yet5.com/online-training/institute/11539/indore/qcfinance-indore.html

http://indore.locanto.in/ID_263170473/Freelancer-Proofreaders-teaching-assistant-Wordpress-develop.html

http://classifieds.sulekha.com/indore/jobs/freelancer/clad.aspx?cid=12770023&nma=IDR

http://www.indorewala.in/job_description.php?job_id=34

http://www.khojle.in/customer/account/manageads

http://mpindore.in/jobs/internet/freelancer-proofreaders-teaching-assistant-wordpress-developer-data-entry_i178

todo:

http://totalfree.in/item/new

http://indorejobs.in/employerlogin

http://www.classifieds2india.com/career-jobs/part-time-jobs/freelancing-jobs/

FRM Part 2 Free Audio Class

Part of Financial Risk Manager Course Online Free (Part 2) Exam

Financial risk management exam focuses on qualitative aspects of Credit Market and Operational Risk. In my audio course I have tried to cover all aspects for the exam. The FRM part 2 curriculum has many topics where qualitative aspects of the syllabus.

About the course: The course was built for FRM Part 2 Nov 2013 Exam. There are several times I have referred to questions which are from Schweser 2013. To refer to any questions please use the Schweser books.

In case of any doubt feel free to contact us.

With about 70 Videos & 20+ hrs of recordings available online.

Complete Online Course.

All the playlists can be accessed at:

http://qcfinance.in/frm-part-ii-videos/

Paste below the playlist for FRM Part 2 Audio Course

Example: Playlist of Portfolio Management FRM Part 2 - Free Audio Course

Questions and learning for entire FRM market risk / credit risk

In summary redo all.

22 old questions * 4  (3 audios)

Emerging Issues

Operational risk BASEL norms

BASE 2 and 3

first part of market risk (extreme value etc)

Or in other words:

Eight more in Credit risk:

Credit risk Quant techniques

Portfolio Credit Risk - Focus on questions

Structural Credit risk - Focus on questions

5 Counter-party - Focus on questions

First 3 of credit risk

Market risk

trading book

MBS lots of them 5 questions that could be asked

Theory Done:

PPT required in OR and integrated risk managment

Loss of Data

Sound management of Operational Risk

Principles of sound management

IT Infrastructure

revision to Basel 2

Comparative Assessment

Done:

Portfolio Analytic

Investment risk

Performance measurement

Hedge Funds

Private Equity

Trust and Delegation

Madoff

Emergin issues

first two

One on One Customized Training:

qcfinance.in believes in personalized touch so that our clients are completely satisfied with our service. In this regard, we offer One on One Customized Training to our clients.

These Training are provided on requests by our clients & are customized according to their individual needs.

The course structure & timings for these training are highly flexible, classes are scheduled as per the convenience of our clients. 

Contact Us for More details: info@qcfinance.in

Array Sorting in VBA

http://www.bettersolutions.com/vba/VAA733/LI710431911.htm http://vbadeveloper.net/sortingvbabubbleinsertionquick.pdf This site has got a lot many links of some interesting links on VBA for excel... Interesting.. http://stackoverflow.com/questions/6028288/properly-error-handling-in-vba-excel http://stackoverflow.com/questions/6149273/do-we-need-to-create-a-error-handler-for-each-subroutine http://www.cpearson.com/excel/SortingArrays.aspx Class on sorting techniques....

MATLAB for Quant Index / ETF / Smart beta funds / Passive investment strategies

Tutorials:

Quant ETF

Uploaded by Shivgan on WizIQ Tutorials

FRM MATLAB Risk Management

Uploaded by Shivgan on WizIQ Tutorials

One on One Customized Training:

qcfinance.in believes in personalized touch so that our clients are completely satisfied with our service. In this regard, we offer One on One Customized Training to our clients.

These Training are provided on requests by our clients & are customized according to their individual needs.

The course structure & timings for these training are highly flexible, classes are scheduled as per the convenience of our clients. 

Contact Us for More details: info@qcfinance.in

Class on Index Quant research [A part of VBA/MATLAB for Financial engineering course by Qcfinance.in]

Quant ETF strategies allows to replicate some of the themes taken by hedge funds or other investors in a system and passive way. To keep things neutral general we take equal long short positions  Linking this to FRM 2 becomes interesting and there is lot of VBA / MATLAB involved in these strategies. Revise [1]: duration for Barbel ladder etc portfolio . VBA comes into play for pulling values, balancing (not selection, selection can be quant and may need R or MATLAB)

Top index providers is: Blackrock, Vanguard, Barcklays, DB

Good Website to learn is: etfdb.com

Pricing CDS is givn in 4, CDS uses cioplula a part of FRM 2 curriculum.

We will look at the following:

1. Buy emerging market with hedging currency (ie buying forwards)

2. Buy currency emerghin market short developed marketss

3. Beta strategies: high beta strong fundamental (return of company with national index or MSCI world?)

4. Currency bias on forward (sell forward)

5. Merton model for equity prices and deciding which is best (nearly same as STD/Price)

6. Short straddle index on index / currency etc

7. Volatility ETF (trading volatility)

8. MC : average, sd, distribution (nearly same as momentum)

9. Baa3 / BBB- minus bonds after adjusting for risk

10. Merrill Lynch Crossover Corporate Bond ETF strategy

11. Mixing beta/momentum/volatility [2]: taking reverse bets from fundamentals

12. CDS methodloghies to create idnexd [4] and municipal bonds [5]

Rebalancing becomes important so that we are correct ton weights.

“some quant strategies have lost effectiveness when they became more widely used [11]”

[1] http://us.ishares.com/understand_etf/fixed_income/yield_curve_duration.htm

[2] http://etfdb.com/2010/powershares-planning-beta-momentum-volatility-etfs/

[3] http://etfdb.com/etf/XOVR/
[4] http://www.treasurer.ca.gov/cds/responses/201001.pdf

[5] http://www.spindices.com/documents/presentations/20130416-fa-municipal-webinar-solomon-stewart.pdf

[6] http://www.deverebrokers.com/pdf/DB/invstrat_bmfproducts.pdf

[7] https://index.db.com/dbiqweb2/data/guides/GRCM_ShortTermHY_Rebal_May2013.pdf

[8] http://www.cbs.db.com/new/docs/Harvest-Mar2008.pdf

[9] Index.db.com

[10] FRM elitebook

[11] http://www.reuters.com/article/2011/01/26/blackrock-ishares-idUSN2614532120110126 

merton dd and reverse play based on fundamentals of the company 

         
         
         
http://en.wikipedia.org/wiki/Short-rate_model 

Stochastic itnesr rates

Advanced Indices for Quant index page:

Revision 2

Merton model (predicting quality of equity using merton model)

Cubic Spine Interpolation  for Bond index(to see)

Copula base models / multivariate normal distributions for bonds index? (to see)

A part of the top method: Correlated residuals with Choskley decomposition (simple time series regression)

How does Dealer bank / Prime Brokerage work:

Borrowing assets from asset management and giving it to hedge funds or to any other who wants them for some days or weeks. This is same like they have made index which some people can buy and they will track them for them, but they can borrow them in between. Long for long terms is pension funds or other hedge funds and short term borrowers are hedge funds.

Baa3 / BBB- minus bonds after adjusting for risk

Shirting first bond and longing end bond and using one or the other techniques pined above

Different sector based on which will be more effected and which is booming.

Movement rationale that one which is downgraded with acquisition will rise up in 1 year.

http://corporate.morningstar.com/us/documents/Indexes/BondIndexFamilyRuleBook.pdf

How to model this in MATLAB?

Parallel computing in matlab in case of fast decision making is important while decreasing speed.

http://allaboutalpha.com/blog/wp-content/uploads/2010/05/Tail-Risk-Hedging-May2010.pdf

http://allaboutalpha.com/blog/wp-content/uploads/2010/05/Tail-Risk-Hedging-May2010.pdf

https://www.dbadvisors.com/content/_media/OverlayStrategies_sp.pdf

https://www.dbadvisors.com/content/_media/Alexander_Preininger-Managing_risk_and_hedging_inflation.pdf

https://www.dbadvisors.com/content/_media/Overlay_management-Hedging_risks_while_preserving_alpha.pdf

http://www.cbs.db.com/new/docs/FinanceAsiaFX_Reprint_Dec-Jan09_high_res_FINAL.pdf

FRM & MATLAB: Review of Systematic & Rule-Based Risk Management

Uploaded by Shivgan on WizIQ Tutorials