Investing

Warning

Like the rest of this documentation set, this is not to be taken as financial advice; or advice of any kind.

Basics

Cash flow

Revenue

Accounting Equation

Equity

Asset
Liability

Financial Statement

Capitalization table

A Capitalization table (Cap table) lists ownership stakes in a [new] venture.

There are a number of SaaS web applications for managing cap tables (and, most importantly, generating valuation reports).

Option

Stock Option

A stock option is a type of Option.

Employee Stock Option

SAFE

Investing Strategies

Investing Styles

Value Investing

See:

Buy and Hold

Day trading

Algorithmic trading

See:

High Frequency Trading

Stock Market Crash

Recession

Quantitative analyst

See also:

Tools

pandas

Pandas (Python data analysis) is a library for Data Science (and statistics).

pandas-datareader

  • Yahoo! Finance

  • Google Finance

  • FRED

  • Fama/French

  • World Bank

  • OECD

  • Eurostat

  • EDGAR Index

Quandl

quandl-python

  • quandl-python requires NumPy, which is really easy to install with Conda.

    conda install numpy pandas requests pip
    pip install quandl-python
    

QuantLib

Quantlib is a library for Quantitative analysis written in C++.

pyql

pyql is a Cython package for working with parts of QuantLib.

Quantopian

Quantopian is a crowd-sourced hedge fund.

Quantopian Open

Zipline

Zipline is an Algorithmic trading library written in Python.

  • Zipline does backtesting. (“How would this trading algorithm have perfomed based upon historical data?”)

  • Zipline does live-trading. (“When to buy/sell?”)

  • Quantopian hosts zipline (and other components).

qgrid

qgrid is “An Interactive Grid for Sorting and Filtering [pandas] DataFrames in IPython Notebook.

See Also