Equities

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.

Learn how to get free historical stock prices from Yahoo Finance directly into Excel, even after Yahoo Finance placed their CSV downloads behind a paywall. In this tutorial, I walk you step-by-step through yahoo finance download csv historical data to easily import stock prices into Excel without paying for premium services. I also show you how to remove dividend rows and sort dates from oldest to newest, demonstrating how to download historical stock data from yahoo finance efficiently. Whether you’re looking for excel download yahoo finance historical data or wondering how to download stock prices from yahoo finance for free, this video provides the complete solution to yahoo finance excel historical data needs.

🎓 *Columbia AI for Business & Finance Certificate Program* 🎓
► *Use code RYAN for up to $500 Off:* https://ryano.finance/columbia-ai

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

Chapters:
0:00 – Get Stock Price Data From Yahoo Finance Into Excel
1:45 – Remove Dividend Rows
2:48 – Sort Dates From Oldest to Newest

*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 perform a Maximum Drawdown Calculation in Excel and understand its significance in portfolio risk analysis. In this video, we cover the Maximum Drawdown Meaning, step through the Maximum Drawdown Explained section, and demonstrate how to compute it using Maximum Drawdown Excel techniques. You’ll also see a Maximum Drawdown example with real-world data to help you apply this key risk metric to your own investments. Whether you’re a trader, investor, or finance professional, mastering Maximum Drawdown is essential for evaluating downside risk and protecting your portfolio. Maximum Drawdown is also known as Max Drawdown and is a downside risk measurement.

📈 *The Broker That Calculates Max Drawdown For You:* https://ryano.finance/ibkr-overview

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/max-drawdown-calculation/

Chapters:
0:00 – Maximum Drawdown Definition & Formula
0:39 – Maximum Drawdown Explained
1:47 – Maximum Drawdown Calculation in Excel
4:00 – Real World Example of Maximum Drawdown

*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 projections or other information regarding the likelihood of various investment outcomes generated by the Tools mentioned in this video are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. It is important to understand that these projections are based on certain assumptions and models, and actual outcomes may differ significantly. Please note that results may vary over time.

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.

Is margin trading & leverage a smart strategy, or is it just added risk? In this video, Ryan O’Connell, CFA, FRM, breaks down the real impact of margin trading on portfolio returns using a data-driven Excel analysis and Monte Carlo simulation. You’ll learn how margin works, leverage ratios, and margin interest rates affect investment growth—and whether the potential higher returns outweigh the risks.

We start by explaining the fundamentals of leverage and margin trading, followed by a step-by-step portfolio growth model comparing leveraged vs. non-leveraged strategies. I used Interactive Brokers’ margin rates for this analysis, but you can apply the same approach using Fidelity, Robinhood, or Binance margin rates as well.

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

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/margin-trading-return-simulator/

Chapters:
0:00 – What Is Leverage?
0:50 – Setting Expectations: Return & Risk
2:05 – Margin Trading Explained: How It Works & Costs
4:18 – Understanding Leverage Ratios & Their Impact
4:57 – Predicting Portfolio Growth With Margin Trading
9:22 – Comparing Portfolio Growth: With & Without Margin
10:15 – Monte Carlo Simulation: Testing Margin Trading Performance
11:49 – Is Using Margin Worth It?

*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 projections or other information regarding the likelihood of various investment outcomes generated by the Tools mentioned in this video are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. It is important to understand that these projections are based on certain assumptions and models, and actual outcomes may differ significantly. Please note that results may vary over time.

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

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.

Should you buy leveraged ETFs for the long term? In this video, Ryan O’Connell, CFA, FRM, explains leverage decay and how it impacts the performance of leveraged ETFs over time. Using Excel, you’ll learn to calculate expected returns, randomize daily returns, and analyze leveraged portfolio outcomes through examples and Monte Carlo simulations. Discover whether leveraged ETFs are a viable long-term investment strategy or better suited for short-term trading.

📈 *This Broker Has The Best Margin Rates For Leverage:* https://ryano.finance/ibkr-overview

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/leveraged-etf-leverage-decay-simulator/

Chapters:
0:00 – Definition of Leverage Decay
0:36 – Expected Return & Standard Deviation in Excel
2:07 – Randomizing Daily Returns on Index
4:34 – Calculating Leveraged Returns
5:12 – Leveraged Portfolio Outcome Examples
5:54 – Monte Carlo Simulation of Leveraged Portfolios
9:24 – Volatility Decay of Leveraged ETFs Explained

*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.

Dive into the world of derivatives with Equity Swaps Explained! This video covers the types and features of equity swaps, including a detailed breakdown of total return swaps. Perfect for CFA and FRM candidates, you’ll learn how equity swaps work and their key characteristics in under five minutes. Enhance your understanding of these essential financial instruments and get exam-ready with Ryan O’Connell, CFA, FRM.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

Chapters:
0:00 – Types of Equity Swaps
1:15 – Total Return Swaps Explained
1:44 – Features of Equity Swaps

*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.

Discover the crucial concept of Beta in Finance in just 5 minutes! This video breaks down beta explained for stocks, from zero beta to high and negative beta securities. Perfect for investors and finance enthusiasts, you’ll learn how beta measures a stock’s volatility relative to the market. Whether you’re new to investing or looking to refine your knowledge, this concise explanation of beta in finance will equip you with essential insights for smarter investment decisions.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

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

Chapters:
0:00 – Definition of Beta In Finance
1:54 – 0 Beta Stock
2:39 – Stock W/ Beta of 1
3:11 – Very High Beta Stock
4:01 – Negative Beta Stock

*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.

Join Ryan O’Connell, CFA, FRM, in this informative tutorial as he guides you through the process of calculating stock annual return and standard deviation using Excel. Starting with how to obtain stock price data from Yahoo Finance, Ryan will teach you step-by-step how to calculate daily returns, annual returns, and finally, the annual standard deviation to assess investment risk and performance efficiently. Perfect for investors and finance students, this video is packed with practical tips and Excel formulas to enhance your financial analysis skills. Whether you’re a beginner or looking to refine your expertise, this guide offers valuable insights into making informed investment decisions.

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

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/standard-deviation-stock-return-calculator-in-excel/

Chapters:
0:00 – Daily Return Data Required
0:33 – Calculate Daily Returns
1:56 – Calculate Annual Return
3:20 – Calculate Annual Standard Deviation

*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.