Quantitative Finance

I demonstrate how to build an AI trading bot using $300 of cloud GPU credits. Learn to connect Interactive Brokers, code strategies in Python, and train Neural Networks/GRU models for stock prediction using NVIDIA GPUs. Complete tutorial from data preprocessing to backtesting and live testing on a paper trading account with performance results.

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

✅ *Get The Code Created In This Video For Free:*
https://jb.gg/Datalore-notebook

📈 *Sign up for an Interactive Brokers Account:* (click “Open Account”)
https://ryano.finance/ibkr-overview

💾 *Download TWS & TWS API:*
https://ryano.finance/ibkr-tws-api

Chapters:
0:00 – Introduction: The Algorithmic Trading Challenge
0:55 – What You’ll Learn in This AI Trading Tutorial
1:25 – How to Connect Trading Bot to Interactive Brokers
4:47 – Setting Up Real-Time Market Data Connection
6:15 – Coding a Simple Trading Strategy in Python
10:23 – How to Develop Profitable Trading Strategies
12:18 – Connecting to NVIDIA GPU for AI Training
14:11 – Downloading Historical Stock Data (Minute Bars)
15:31 – My Expectations for This AI Trading Experiment
15:57 – Cloud GPU Pricing and Cost Analysis
16:37 – Data Preprocessing for Machine Learning
20:26 – Training Neural Network for Stock Prediction
28:48 – Optimizing AI Model with Lower Learning Rate
30:22 – Training GRU Model for Time Series Prediction
35:39 – Backtesting AI Trading Strategy on Multiple Stocks
43:13 – Live Trading with Our Best AI Algorithm
46:32 – Final Results: AI Trading Bot Performance

*Disclosure: This is not financial advice. 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.

This System is designed to automate trading decisions based on mathematical models, historical data analysis, and machine learning algorithms. The System operates continuously and may trade when you’re not monitoring it, algorithmic trading strategies may become less effective as more participants implement similar approaches, regulatory changes may impact the System’s ability to operate effectively, over-optimization risk – strategies may be too finely tuned to historical data and perform poorly in live markets, black swan events – extreme market movements can lead to substantial losses. Past performance is not indicative of future results, and there is no guarantee of profitability.

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.

The examples discussed are purely for technical demonstration purposes, and do not constitute trading advice. Also, it is important to remember that placing trades in a paper account is recommended before any live trading.

Explore how artificial intelligence is transforming careers in my review of the AI for Business & Finance Certificate Program by Columbia Business School. I share personal insights on AI, highlight the program’s comprehensive curriculum, and discuss why this certificate carries serious weight in today’s competitive job market. Discover how Columbia’s structured course keeps professionals ahead of rapid changes in large language models (LLMs). Find out if this AI-focused certificate from Columbia Business School matches your career ambitions.

🎓 *Columbia & Wall Street Prep AI for Business & Finance Certificate Program* 🎓
► *Use code RYAN for exclusive tuition savings:* https://ryano.finance/columbia-ai

Chapters
0:00 – My Views on AI
0:51 – Columbia AI for Business & Finance Certificate Program
2:21 – Why I Take This Program Seriously
3:43 – The Programs Structure & Curriculum
9:01 – Keeping Up With the Changes In the LLM Space
10:02 – Who This Program May Appeal To

*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

Optimize your investment strategy with AI-powered portfolio optimization using a smart spreadsheet tool! In this video, you’ll learn how to set up an AI spreadsheet, retrieve historical stock prices, and calculate key portfolio metrics like returns, standard deviations, and the Sharpe ratio. Follow along as we install the necessary libraries, select an AI model, and perform portfolio optimization to maximize risk-adjusted returns. Whether you’re a beginner or an experienced investor, this step-by-step guide will help you automate data-driven investment decisions. Sign up for free, download the prompts, and start optimizing your portfolio today!

🤖 *Sign Up For Free AI-Spreadsheet Software:* https://www.quadratic.ai/ryan
Use Code RYANFINANCE for $10 Off Your Subscription

📝 *Download The AI Prompts Used In This Video:* https://drive.google.com/uc?export=download&id=19TrfBGYL-OHlUOksdWSJbv1UfeKXTqHG

💾 *Copy Free File Created In This Video:* https://www.quadratichq.com/templates/asset-allocation-calculator

📊 *Get a Free FRED API Key:* https://fred.stlouisfed.org/docs/api/api_key.html

Chapters
0:00 – Intro to Portfolio Optimization With AI-Powered Spreadsheet
0:21 – Sign Up For Free AI Spreadsheet Software Account
0:39 – Create a New File
0:51 – Download Prompts Used Throughout Video
1:13 – Select AI-Model
2:17 – Install Necessary Libraries
3:06 – Retrieve Historical Stock Prices
5:29 – Calculate Daily Stock Returns
9:10 – Annualize Returns And Standard Deviations
11:33 – Equally Weight the Portfolio
12:37 – Calculate Portfolio Standard Deviation
16:23 – Calculate Portfolio Return
18:25 – Retrieve the Risk Free Rate
21:15 – Measure Risk-Adjusted Return: Sharpe Ratio
22:56 – Perform a Portfolio Optimization

*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 essentials of options trading with our comprehensive video on Put-Call Parity explained using Excel. Uncover the intricacies of the Black Scholes Option Pricing Model and its inputs, a cornerstone for understanding market strategies. Gain a thorough grasp of the Put-Call Parity formula and its significance in identifying arbitrage opportunities when mispricing occurs. Learn how to leverage Excel to compare the payoff structures of different portfolios, enhancing your trading acumen and decision-making in the dynamic world of options.

🎓 *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

💾 Purchase the file created in this video here: https://ryanoconnellfinance.com/product/black-scholes-put-call-parity-calculator/

Chapters:
0:00 – Intro to “Put-Call Parity Explained”
0:30 – Inputs for Black Scholes Option Pricing Model
1:15 – Put-Call Parity Formula
3:29 – Arbitrage Opportunities with Mispricing
5:24 – Payoff Structures of Both Portfolios

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 our comprehensive guide on “Value at Risk (VaR) In Python: Parametric Method”. From installing essential libraries to interpreting the final VaR results, this video covers every step. Learn how to choose stock tickers, calculate daily log returns, set up confidence intervals, and more using Python. Master the art of financial risk management and enhance your portfolio analysis skills today.

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

💻 *Find the Code Written In this Video Here:* https://ryanoconnellfinance.com/estimating-value-at-risk-with-python/

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

Chapters:
0:00 – Intro to “Value at Risk (VaR) In Python: Parametric Method”
0:19 – Installing Necessary Libraries
0:48 – Set Time Range of Historical Returns
1:59 – Choose Your Stock Tickers
2:39 – Download Adjusted Close Prices from yFinance
4:19 – Calculate Individual Stock Daily Log Returns
6:11 – Create an Equally Weighted Portfolio
7:15 – Calculate Total Portfolio Daily Returns
8:10 – Find Portfolio Returns for a Range of Days
9:22 – Create the Covariance Matrix
10:05 – Calculate Portfolio Standard Deviation
11:10 – Set Confidence Intervals for VaR
11:39 – Calculate Value at Risk (VaR) In Python
13:00 – Print and Interpret the VaR Results

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 comprehensive video, we delve into the intricacies of the Binomial Option Pricing Model, an essential tool for traders and financial analysts to value options. Starting with an introduction to the model, we guide you through constructing a riskless portfolio, calculating the number of long shares, and estimating portfolio value. Learn how to calculate the implied value of a call option, determine probabilities of market moves, and finally discuss the Binomial Option Pricing Model applications to real-world scenarios. Whether you’re a beginner or an expert in finance, this video serves as a complete walkthrough for understanding and utilizing the Binomial Option Pricing Model effectively.

🎓 *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

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

Chapters:
0:00 – Introduction to the Binomial Option Pricing Model
2:09 – Constructing a Riskless Portfolio
4:10 – Calculating the # of Long Shares in Portfolio
6:35 – Calculate Portfolio Value in 1 Year
8:13 – Calculate the Implied Value of a Call Option
9:17 – Calculate Probabilities of Up & Down Moves
11:40 – Value Call Option Using Binomial Option Pricing Model
12:24 – Value Put Option Using Binomial Option Pricing Model
14:02 – The Binomial Option Pricing Model in the Real World

*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, as he delves deep into the fascinating world of log returns in finance, shining a spotlight on Euler’s number (e) and the intricacies of continuous compounding. From understanding the basics of simple annual compounding to mastering the complexities of logarithmic returns in Excel, this comprehensive guide has you covered. Whether you’re a finance professional, student, or enthusiast, this video is your key to unlocking the power of ‘e’ in the financial realm. Don’t miss out on this essential tutorial on continuous compounding and the magic of log returns!

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

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/log-returns-introductory-excel-toolkit/

Chapters:
0:00 – Simple Annual Compounding of Interest
2:26 – Monthly Compounding of Interest
4:37 – Continuous Compounding (Euler’s Number – e)
7:36 – Logarithmic Returns Explained
9:57 – Logarithmic Returns in Excel

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, as he dives deep into Calculating Macauley, Modified, and Effective Bond Durations using Excel. Starting with the basics of calculating the present value of a semi-annual bond, this tutorial will guide you step-by-step through the intricacies of bond duration calculations. Bond duration is a key concept for understanding interest rate risk. Whether you’re a finance professional or just keen to learn, this video offers valuable insights and hands-on techniques. Don’t forget to like, share, and subscribe for more expert finance tutorials!

💾 Purchase the file created in this video here: https://ryanoconnellfinance.com/product/excel-bond-duration-calculator-macauley-modified-and-effective/

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

Chapters:
0:00 – Intro to Calculating Bond Durations in Excel
0:13 – Calculating the Present Value of Semi-Annual Bond
2:37 – Calculate Macauley Duration
4:05 – Calculate Modified Duration
5:21 – Calculate Effective Duration

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.

Get ready to dive deep into financial modeling with ‘Black Scholes Option Pricing Model Explained In Excel’. This step-by-step tutorial will take you through the entire process, from declaring the Black Scholes inputs, to calculating the critical D1 and D2 values, all the way to valuing both Call and Put options. Plus, we’ll delve into the crucial implications of the Black Scholes Model to give you a comprehensive understanding of this invaluable tool. Join us and enhance your skill set, whether you’re a beginner or just need a refresher on the Black Scholes model in Excel

🎓 *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

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

💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/black-scholes-option-pricing-model-excel-workbook/

Chapters:
0:00 – Declare the Black Scholes Inputs
1:46 – How to Calculate D1
2:54 – How to Calculate D2
3:24 – Value a Call Option
5:36 – Value a Put Option
7:51 – Implications of the Black Scholes Model

*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