Equities

Unlock the world of private equity with the Wharton Private Equity Certificate Program, offered by Wharton Online in collaboration with Wall Street Prep. In this full program overview, we cover tuition, program length, faculty and guest speakers, the prestige of the Wharton brand, and the valuable alumni network. You’ll also see who this program is best suited for, from finance professionals and investment analysts to entrepreneurs and aspiring deal-makers. We’ll walk through the curriculum in detail so you know exactly what to expect. Use code RYAN at checkout to save $300 on your enrollment.

🎓 *Wharton & Wall Street Prep Private Equity (PE) Certificate Program* 🎓
► *Use code RYAN for up to $500 OFF tuition*
► https://ryano.finance/wharton-pe

Chapters:
0:00 – Intro to Wharton Online’s Private Equity Certificate
0:18 – Price & Length of Program
0:57 – Faculty & Speakers
1:43 – The Prestige of the Wharton Brand
2:01 – Who is this for? Applicant Profiles
2:09 – The Program Curriculum
4:16 – The Alumni Network
4:51 – Get $300 Off With Code RYAN

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

In this video, we break down margin trading, how it works, and the key risks and benefits every trader should know. You’ll learn what it means to trade with borrowed money, the potential for amplified gains, and the dangers of margin calls. We also explain the margin requirements set by brokers and how to use leverage responsibly. Whether you’re a beginner or just exploring new strategies, this is your complete guide to trading on margin.

📊 *Margin Rate Calculator →* https://ryano.finance/ibkr-margin

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

Chapters
0:00 What is Margin Trading?
1:33 Risk of Margin Trading
4:46 What are the Benefits of Margin Trading?

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit interactivebrokers.com.

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking the link below. Multiple leg strategies, including spreads, will incur multiple transaction costs. theocc.com/company-information/documents-and-archives/options-disclosure-document

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Margin Trading:
Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest

In this video, we explain the three main order types: market orders, limit orders, and stop orders, so you know exactly when and how to use each. You’ll learn the pros and cons of each order type and how they work in a brokerage trading platform. Whether you’re a beginner or just need a refresher, this guide covers everything from placing a market order for instant execution to setting a stop order for risk management. Mastering these order types is essential for smarter, more effective trading when you place buy or sell orders.

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

📈 *See Why I Recommend This Broker For Options:* https://ryano.finance/ibkr-options

Chapters
0:00 – Intro to Market, Limit and Stop Orders
1:00 – What Is a Market Order?
1:52 – What Is a Limit Order?
3:31 – What Is a Stop Order?
5:11 – Using Different Order Types In a Brokerage

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit interactivebrokers.com.

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking the link below. Multiple leg strategies, including spreads, will incur multiple transaction costs. theocc.com/company-information/documents-and-archives/options-disclosure-document

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Learn how to set up a paper trading account on Interactive Brokers using the IBKR Desktop platform in this step-by-step tutorial. This video covers how to download the Interactive Brokers platform, sign up for an Interactive Brokers account, and enable paper trading so you can start trading with no risk. We also show you how to use the Interactive Brokers paper trading account inside the IBKR Desktop app, making this a great guide for Interactive Brokers for beginners. If you’re looking for a full Interactive Brokers tutorial or want to explore the Interactive Brokers demo account, this video will walk you through everything you need.

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

*Download IBKR Desktop here:* https://ryano.finance/ibkr-desktop

Chapters:
0:00 – How to Download IBKR Desktop
1:20 – Sign Up for an Interactive Brokers Account
2:47 – How to Enable Paper Trading In Interactive Brokers
3:50 – Using the Paper Trading Account in IBKR Desktop

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Learn how to build a Python trading bot for real-time algorithmic trading in this complete step-by-step tutorial. You’ll connect to live market data, implement an AI-powered trading strategy, and automate trades using Interactive Brokers. Whether you’re interested in day trading bots, algo trading with Python, or just want to explore automated trading strategies, this tutorial covers it all. Perfect for beginners and aspiring quant traders looking to break into algorithmic trading using Python. By the end, you’ll have a fully functional Python trading bot making real-time paper trades!

🧠 *Sign up for Datalore:*
https://jb.gg/check_datalore
Use promo code Analyze_Like_Ryan for 50% off Datalore Cloud (monthly or yearly)

📓 *Copy the Datalore Notebook Template:*
https://jb.gg/datalore_notebook

✅ *Final Code Notebook:*
https://jb.gg/datalore_project

📈 *Sign up for an Interactive Brokers Account:* (click “Open Account”)
https://www.interactivebrokers.com/en/whyib/overview.php

💾 *Download TWS & TWS API:*
https://www.interactivebrokers.com/campus/ibkr-api-page/twsapi-doc/#api-introduction

Chapters:
0:00 – Intro to Building an AI Paper Trading Bot
1:00 – Sign up for Development Environment: Datalore
1:30 – Create a Copy of the Code Notebook
2:00 – Sign Up for an Interactive Broker’s Account
3:10 – Download Trader Workstation (TWS) & TWS API
4:48 – Configure TWS for API Access
7:42 – Set Up SSH Tunnel Between Datalore & TWS
8:33 – Import Python Libraries: nest_asyncio & ib_insync
9:32 – Connect Datalore to TWS
10:40 – Print Server Time to Test Connection
11:14 – Enter a Test Buy Order
12:51 – Enter a Test Sell Order
13:42 – Retrieve Free Historical Stock Prices From IBKR
14:51 – Create a Simple Moving Average Graph
17:44 – Implement the Simple Moving Average Strategy
18:46 – Run the Simple Moving Average Strategy
20:55 – Use Live Stock Data to Make Real-Time Trades
21:49 – Using a More Powerful Machine to Run a Real-Time Strategy
22:35 – Use Code Promo Code for 50% Off
23:12 – Switching the Machine & Restarting the Kernal
24:43 – Connecting to Live Data Source Polygon
25:42 – Explain Our Real-time Simple Moving Average Strategy
26:56 – Connecting to Polygon.io Websocket to get Live Data
27:52 – Visualize Our Real-time Simple Moving Average Strategy
28:35 – Run Code to Start the Trading System
28:58 – Explaining Code to Monitor the Trade Signals
31:35 – Start Real-time Trading Signal Visualization
32:56 – Enable Trading For Algorithmic Bot
33:40 – Run the Live Algorithmic Trading Bot!
35:14 – Analyzing the Results of the Algorithm
36:38 – Next Steps For Algo Trading In My Paper Trading Account

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Additional disclosures can be found here: https://docs.google.com/document/d/1aXvIW5rt8vZs2B5DewAU_YEhCI06cp_uGhymbdsHF0g/edit?usp=sharing

Learn everything you need to know about the Wharton Applied Value Investing Certificate Program, offered in partnership with Wall Street Prep. In this full overview, I cover pricing, program format, curriculum highlights, and the value of the Wharton brand. Whether you’re a finance professional or aspiring investor, this walkthrough will help you decide if the certificate is right for you. Use promo code RYAN at checkout to save on enrollment. Watch until the end for a breakdown of applicant profiles and how this program can enhance your investing skill set.

🎓 *Wharton & Wall Street Prep Value Investing Certificate Program* 🎓
► *Use code RYAN300 for up to $500 OFF tuition*
► https://ryano.finance/wharton-avi

Chapters:
0:00 – Intro to Wharton Online’s Applied Value Investing Certificate Program
0:32 – Price & Length of Program
1:36 – The Overall Point of the Program
2:14 – The Prestige of the Wharton Brand
2:35 – My Experience with Wall Street Prep
3:52 – How You’ll Learn
4:39 – The Certification & It’s Value
6:00 – Intro to Value Investing: Program Curriculum
6:50 – Market Efficiency & Mispricing: Program Curriculum
8:32 – Intrinsic Value: Program Curriculum
9:48 – Institutional-Grade Investing: Program Curriculum
12:39 – Growth Risk & Uncertainty: Program Curriculum
13:27 – Process Driven Value Investing: Program Curriculum
14:10 – Investment Professionals on the Buy-Side: Program Curriculum
14:55 – Applicant Profiles

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Learn how to lend your stocks and earn passive income through stock lending programs like the Stock Yield Enhancement Program (Interactive Brokers) and Fully Paid Lending Program (Fidelity). While this video covers Interactive Brokers and Fidelity, the concept applies to other platforms like Robinhood, Webull, and other stock lending income programs. We’ll break down how stock lending works, the pros and cons of stock lending, and whether stock lending is a good idea for you. We’ll also cover stock lending payment structures, how to reduce taxes, and how to lend stocks to short sellers while maximizing returns.

📊 *Stock Yield Enhancement Program Here→* https://ryano.finance/yield-enhancement

📊 *IRS Details Here→* https://ryano.finance/ibkr-ira

Chapters:
0:00 – Intro to Lending Stocks to Short Sellers
0:25 – What Is Stock Lending
0:50 – Stock Yield Enhancement Program – Interactive Brokers
2:56 – Fully Paid Lending Program – Fidelity
3:36 – Pros & Cons of Stock Lending
4:57 – How To Reduce Taxes From Stock Lending

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.

The market-based rate is determined by taking into account the rates on shares IBKR has loaned to or borrowed from others, and third-party market data.
Not all clients are eligible to participate in the Stock Yield Enhancement Program. Currently, clients of IB India and IB Japan are NOT eligible. Clients of IB LLC, IB Canada, IB Hong Kong, IB UK, IB Ireland, IB Central Europe and IB Singapore are eligible, as are Japanese and Indian clients who trade with IB LLC. Clients of IB Australia may be eligible for SYEP Derivatives.

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

The information in this video does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.