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AI-Powered Financial Ratio, Modeling & Technical Trading
Rating: 3.8 out of 5(259 ratings)
8,995 students

AI-Powered Financial Ratio, Modeling & Technical Trading

Master AI-driven financial ratio analysis, Excel & Python modeling, and technical trading strategies.
Created byHarry Vadalkar
Last updated 6/2025
English
English [Auto],

What you'll learn

  • Understand the principles of financial ratios and be able to calculate and interpret key ratios, including the current ratio, quick ratio, debt-to-equity ratio,
  • Develop a working knowledge of technical analysis and be able to use chart patterns, indicators, and other tools to make informed trading decisions.
  • Understand the principles of financial modeling and be able to build a financial model from scratch, incorporating assumptions and inputs.
  • Be able to use financial ratios and technical analysis in conjunction with financial modeling to evaluate the financial performance and health of a business.
  • Apply the concepts and techniques learned in this course to real-world examples and case studies to make informed investment decisions

Course content

5 sections • 24 lectures • 11h 43m total length

  • Technical Analysis - FA Vs TA13:50

    Understand how technical analysis compares to fundamentals, identify trends with chart patterns, and apply RSI, Bollinger bands, and candlestick patterns for long and short trades.

  • Technical Analysis -Types of charts20:13

    Explore the core of technical analysis by examining price, time, volume, and trend. Learn how line, bar, candlestick, and point-and-figure charts reveal open, high, low, and close data.

  • Technical Analysis - Types of trends8:08
  • Technical Analysis - Finding support and resistance19:14

    Explore how support and resistance form key levels on charts, learn to identify zones and breakouts, and guide long or short trades.

  • Technical Analysis - Finding Support and Resistance using Fib Retracement14:39

    Identify support and resistance using fibonacci retracement and round-number levels. Apply golden ratio retracements to map entry and exit points with pullback and breakout trades.

  • Technical Analysis - indicators30:39

    Explore how technical indicators measure price momentum and trend strength, and apply moving averages, Bollinger bands, stochastic and RSI to identify buy and sell signals in trending markets.

  • How to use technical analysis to buy stocks23:59

    discover how to use technical analysis to buy stocks by confirming an uptrend with support, resistance, RSI, bollinger bands, moving averages, crossovers, and stochastic signals.

  • Link to portfolio management and equity analysis0:01
  • Connect with me0:23
  • Discount course for all courses0:20

Requirements

  • Basic understanding of financial statements

Description

Upgrade your finance skill-set with an AI-enabled, practice-driven program that unites three core pillars of modern analysis:

  1. Financial Ratio Analysis – Diagnose liquidity, solvency, efficiency, and profitability with AI dashboards that auto-scrape filings, normalize data, and flag red-flags in seconds.

  2. Financial Modeling – Build dynamic, driver-based models in Excel and Python, then overlay machine-learning forecasts to stress-test scenarios and automate valuation.

  3. Technical Analysis & Trading – Combine classic chart patterns with AI-generated signals, sentiment mining, and back-tested strategies to refine trade timing and risk control.

More than 8,900 analysts, investors, and students have already completed earlier versions of this course; the 2025 refresh layers in cutting-edge generative-AI workflows so you can move from analysis to action faster than ever.

Why This AI-Powered Edition Stands Out

  • End-to-End Automation: Connect SEC/SEDAR feeds to AI agents that download, clean, and ratio-analyze statements while you focus on interpretation.

  • No-Code & Low-Code Tools: Leverage ChatGPT, Microsoft Copilot, and AutoML templates—no prior programming required, yet Python notebooks are provided for power users.

  • Real Market Data: Trade on live feeds using paper-trading APIs, then evaluate performance with AI-generated post-mortems.

  • Interactive Learning: Instant feedback quizzes, chapter-level AI tutoring, and case-study walk-throughs modeled on Fortune 500 and TSX-listed firms.

  • Career-Ready Deliverables: Build a polished ratio dashboard, a full three-statement model with Monte Carlo add-on, and a back-tested trading notebook you can showcase in interviews.

What You Will Learn

  • Calculate & Interpret 30+ Key Ratios: Current, Quick, Cash Conversion Cycle, ROE, ROIC, Net Debt/EBITDA, and more.

  • Model Like a Pro: Forecast revenue drivers, build integrated financials, perform DCF and comparables, and sanity-check outputs with AI.

  • Deploy Technical Set-Ups: Trend-following, mean-reversion, momentum breakouts, Fibonacci clusters, Bollinger Band squeezes.

  • Harness AI for Alpha: Use natural-language prompts to code indicators, mine news sentiment, and auto-generate trade ideas.

  • Risk Management 2.0: Apply position-sizing algorithms, probabilistic VaR, and scenario analytics to protect capital.

Who Should Enroll

  • Finance students aiming to outshine peers in internship interviews.

  • Retail investors seeking data-driven conviction.

  • Analysts who want to replace manual spreadsheets with AI workflows.

  • Entrepreneurs and consultants needing rapid due diligence on private or public companies.

Who this course is for:

  • Accounting and Finance students
  • buisness students

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