# Stock Analysis for Quants

Various Types of Stock Analysis in Excel, Matlab, Power BI, Python, R, and Tableau

# Stock Analysis For Quant

Programming Language and Software Github Links
Stock Analysis in Excel Excel
Stock Analysis in Matlab Matlab
Stock Analysis in Power BI Power BI
Stock Analysis in Python Python
Stock Analysis in R R
Stock Analysis in Tableau Tableau

# Prerequistes

Python 3.5+

R 3.0.0 +

Matlab R2016a

Power BI

Tableau

### Languages and Tools:

#### Description: There are various methods used to achieve different trading strategies, each suitable for specific market environments and carrying inherent risks. A trading strategy is a technique for buying and selling in the markets, relying on predefined rules to guide trading decisions.

:large_blue_diamond:
Trend-following Strategies
Statistical Arbitrage
Arbitrage Opportunities
Index Fund Rebalancing
Mathematical Model-based Strategies
Fundamental Analysis
Technical Analysis
Value Investing
Performance Analysis
Quantitative Analysis

# List of Portfolio Strategies or Investment Strategies

#### Description: Portfolio strategies are investment methods for investors to utilize their assets in order to achieve their financial goals. They represent a plan that assists in generating optimal investment returns.

:large_blue_diamond:
Arbitrage Pricing Theory (APT)
Long-term Investment
Short-term Investment
Sustainable Investment
All Weather Strategies
Defensive Stock Investing strategy
Rebalance Portfolio
Value Investment
Momentum Investment
Core and Satellite
The Dave Ramsey Portfolio
Capital Asset Pricing Model (CAPM)
Modern Portfolio Theory (MPT)
Post-Modern Portfolio Theory (PMPT)
Portfolio Allocation
Portfolio Optimization
Markowitz Portfolio Optimization Theory (1952)
Minimum-Variance Portfolios (Global Minimum-variance Portfolio)
Global Portfolio Optimization (The Black Litterman)
Tactical Asset Allocation
Constant-Weighting Asset Allocation
Strategic Asset Allocation
Dynamic Asset Allocation
Insured Asset Allocation
Integrated Asset Allocation
ETFs Asset Allocation
Bonds Asset Allocation
Mutual Funds Asset Allocation
Commodities Asset Allocation
Portfolio Insurance
Constant Proportion Portfolio Insurance (CPPI)
Presidental Stock Portfolio
Obama Stock Portfolio
Trump Stock Portfolio

# List Type of Risks

#### Description: Risk measures are statistical methods used to define the risk associated with individual stocks or portfolios. Risk is a measurement of potential portfolio loss and is influenced by various risk factors that determine the level of risk exposure. The most common types of market risk include interest rate risk, equity risk, commodity risk, and currency risk.

:large_blue_diamond:
Commodity Risk
Currency Risk
Equity Risk
Position Size Risk
Systematic Risk
Market Risk
Margin Risk
Liquidity Risk
Idiosyncratic Risk
Interest Rate Risk
Overnight Risk
Volatility Risk

# List of Risk-Adjusted Returns Ratios Measurement

#### Description: Risk-Adjusted Return Ratios measure an investment's return in relation to the level of risk associated with it. The rate of return (ROR) represents the percentage change in the value of an investment. It is important to note that risk and the required rate of return are directly correlated. As risk increases, the required rate of return also increases, and conversely, as risk decreases, the required rate of return decreases.

:large_blue_diamond:
Appraisal Ratio
Bernardo Ledoit Ratio
Burke Ratio
Calmar Ratio
Conditional Sharpe Ratio
Gain Loss Ratio
Information Ratio
K appa Three Ratio
Martin Ratio
Modigliani Ratio
Omega Ratio
Pain Ratio
Sterling Ratio
Sharpe Ratio
Sortino Ratio
Treynor Ratio
Upside Potential Ratio

# List of Options Strategies

#### Description: Options are contracts that give the buyer the right to buy or sell a specific amount of an underlying asset at a predetermined price before the contract expires. Options strategies involve the simultaneous buying or selling of one or more options, which may differ in various variables.

:large_blue_diamond:
Long Call
Long Put
Short Call
Short Put
Covered Call
Married Put
Long Strangle
Short Strangle
Iron Condor
Iron Butterfly
Long Butterfly with Calls
Long Butterfly with Put
Protective Collar

# List of Asset Classes for Protection Against Inflation

#### List of investing against inflation:

:large_blue_diamond:
Gold
commodities
60/40 Stock/Bond Portoflio
Real Estate Investment Trusts (REITs)
S&P 500
Real Estate Income
Bloomberg Aggregate Bond Index
Leveraged Loans
Treasury inflation-protected securities (TIPS)

## Credits:

### Creators who creates programming libraries for people to use.

https://www.researchgate.net (European Social networking site for scientists and researchers to share papers)
https://www.academia.edu/ (Academics and Researchers to share educational papers from all over the worlds)
https://quant.stackexchange.com/questions/38886/what-are-the-quantitative-finance-papers-that-we-should-all-have-in-our-shelves (Financial Research Papers)
https://capital.com/financial-dictionary (Financial terms)
http://www.performance-metrics.eu/performance_glossary.php (Performance Metrics)
http://morningstardirect.morningstar.com/clientcomm/customcalculations.pdf (Financial Calculations)

# :warning: Disclaimer & Warning

## 🔴 This is for research and educational purposes.

Open Source Agenda is not affiliated with "Stock Analysis for Quants" Project. README Source: LastAncientOne/Stock_Analysis_For_Quant
Stars
1,616
Open Issues
0
Last Commit
3 weeks ago
Repository