Stock Technical Analysis with R

Learn stock technical analysis from basic to expert level through a practical course with R statistical software.
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162 students enrolled
Instructed by Diego Fernandez Business / Finance
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  • Lectures 49
  • Length 7 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
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About This Course

Published 3/2016 English

Course Description

Learn stock technical analysis through a practical course with R statistical software using real world data. It explores main concepts from basic to expert level which can help you achieve better grades, develop your finance career or make decisions as DIY investor. All of this while referencing best practitioners in the field.

Become a Stock Technical Analysis Expert in this Practical Course with R

  • Download stock data and perform technical analysis operations by inputting instructions from R script files on the RGui console.
  • Compute lagging stock technical indicators such as moving averages and Bollinger bands®.
  • Calculate leading stock technical indicators such as moving averages convergence/divergence and relative strength index.
  • Determine single technical indicator based stock trading opportunities through price, double, bands, centerline and signal crossovers.
  • Define multiple stock indicators based stock trading occasions through price crossovers confirmed by bands crossovers.
  • Outline long (buy) or short (sell) stock trading strategies based on single or multiple technical indicators trading openings.
  • Evaluate stock trading strategies performances by comparing them against buy and hold benchmark.

Become a Stock Technical Analysis Expert and Put Your Knowledge in Practice

Learning stock technical analysis is indispensable for finance careers in areas such as equity research or equity trading. It is also essential for academic careers in quantitative finance. And it is one of the two most common analysis techniques for DIY investors.

But as learning process can become difficult as complexity grows, this course helps by leading you through step by step real world practical examples for greater effectiveness.

Content and Overview

This practical course contains 49 lectures and 7 hours of content. It’s designed for all stock technical analysis knowledge levels and a basic understanding of R statistical software is useful but not required.

At first, you’ll learn how to download stock data and perform technical analysis operations by inputting instructions from R script files in the RGui console. Next, you’ll calculate lagging stock technical indicators such as simple moving averages (SMA), exponential moving averages (EMA), Bollinger bands® (BB), parabolic stop and reverse (SAR). After that, you’ll compute leading stock technical indicators such as average directional movement index (ADX), commodity channel index (CCI), moving averages convergence/divergence (MACD), rate of change (ROC), relative strength index (RSI), stochastic momentum index (SMI) and Williams %R.

Then, you’ll define single technical indicator based stock trading openings through price, double, bands, centerline and signal crossovers. Next, you’ll determine multiple technical indicators based trading opportunities through price crossovers which need to be confirmed by second technical indicator band crossover. Later, you’ll give shape to stock trading strategies which are long (buying) or short (selling) using single or multiple technical indicators trading occasions.

Finally, you’ll evaluate stock trading strategies performance with buy and hold as initial benchmark and comparing their annualized return for performance, annualized standard deviation for volatility or risk and annualized Sharpe ratio for risk adjusted return.

What are the requirements?

  • R statistical software is required. Downloading instructions included.
  • R script files provided by instructor.
  • Prior basic R software knowledge is useful but not required.

What am I going to get from this course?

  • Download stock data and perform technical analysis operations by inputting instructions from R script files on the RGui console.
  • Compute lagging stock technical indicators or overlays such as moving averages, Bollinger bands®, parabolic stop and reverse.
  • Calculate leading stock technical indicators or oscillators such as average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index and Williams %R.
  • Determine single technical indicator based stock trading opportunities through price, double, bands, centerline and signal crossovers.
  • Define multiple technical indicators based stock trading occasions through price crossovers confirmed by bands crossovers.
  • Outline long (buy) or short (sell) stock trading strategies based on single or multiple technical indicators trading openings.
  • Assess stock trading strategies performance by comparing their annualized return, standard deviation and Sharpe ratio against buy and hold benchmark.

What is the target audience?

  • Students at any knowledge level who want to learn about stock technical analysis using R statistical software.
  • Finance professionals or academic researchers who wish to deepen their knowledge in quantitative finance.
  • DIY investors also at any knowledge level who desire to learn about stock technical analysis and put it in practice.
  • This course is NOT about “get rich quick” trading systems or magic formulas.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Course Overview
Article

Before starting section please download .TXT R script file as additional resources below.

Article

You can download .PDF section slides file as additional resources.

03:57

In this lecture you will view course disclaimer and learn which are its objectives, how you will benefit from it, its previous requirements and my profile as instructor.

02:57
In this lecture you will learn that it is recommended to view course in an ascendant manner as each section builds on last one and also does its complexity. You will also study course structure and main sections (stock technical indicators, stock trading signals, stock trading strategies and strategies performance comparison).
03:06
In this lecture you will learn stock technical analysis definition, R statistical software download website and RGUI (64-bit) console overview.
17:38
In this lecture you will learn stock technical analysis data downloading into RGUI (64-bit) console, data sources, R script in .TXT files and statistical computation instructions with R script files (TTR, quantmod and PerformanceAnalytics packages download, library() packages loading function, getwd() and setwd() working directory functions, getSymbols() data downloading function, lineChart(), barChart() and candleChart() charting functions, window() data range delimiting function, automatic .TXT script run and source() automatic .R script run function).
Section 2: Stock Technical Indicators
Article

Before starting section please download .TXT R script file as additional resources.

Article

You can download .PDF section slides file as additional resources below.

04:14

In this lecture you will learn section lectures’ details and main themes to be covered related to lagging technical indicators (moving averages MA, Bollinger bands® BB and parabolic stop and reverse SAR) and leading technical indicators (average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R).

11:24
In this lecture you will learn simple moving averages SMA and exponential moving averages EMA definitions and main calculations (SMA() simple moving averages calculation, EMA() exponential moving averages calculation, addSMA() simple moving averages charting, addEMA() exponential moving averages charting, plot() and lines() manual charting functions).
08:37
In this lecture you will learn Bollinger bands® BB definition and calculation (BBands() Bollinger bands® calculation, addBBands() Bollinger bands® charting, plot() and lines() manual charting functions).
09:45
In this lecture you will learn parabolic stop and reverse SAR definition and calculation (SAR() parabolic stop and reverse calculation, addSAR() parabolic stop and reverse charting, plot() and points() manual charting functions).
10:58
In this lecture you will learn average directional movement index ADX definition and calculation (ADX() average directional movement index calculation and addADX() average directional movement index charting functions).
06:42
In this lecture you will learn commodity channel index CCI definition and calculation (CCI() commodity channel index calculation and addCCI() commodity channel index charting functions).
06:55
In this lecture you will learn moving averages convergence/divergence MACD definition and calculation (MACD() moving averages convergence/divergence calculation and addMACD() moving averages convergence/divergence charting functions).
04:53

In this lecture you will learn rate of change ROC definition and calculation (ROC() rate of change calculation and addROC() rate of change charting functions).

04:53

In this lecture you will learn relative strength index RSI definition and calculation (RSI() relative strength index calculation and addRSI() relative strength index charting functions).

07:15

In this lecture you will learn stochastic momentum index SMI definition and calculation (SMI() stochastic momentum index calculation and addSMI() stochastic momentum index charting functions).

07:26

In this lecture you will learn Williams %R definition and calculation (WPR() Williams %R calculation and addWPR() Williams %R charting functions).

Section 3: Stock Trading Signals
Article

Before starting section please download .TXT R script file as additional resources.

Article

You can download .PDF section slides file as additional resources.

06:03

In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator trading signals (simple moving averages SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators) and multiple indicator trading signals (simple moving average SMA with commodity channel index CCI, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators).

16:08
In this lecture you will learn simple moving average SMA and exponential moving average EMA trading signals definition and calculation (nested ifelse() and [is.na()] functions).
12:06
In this lecture you will learn Bollinger bands® BB and parabolic stop and reverse SAR trading signals definition and calculation (nested ifelse() and [is.na()] functions).
11:27
In this lecture you will learn average directional movement index ADX and commodity channel index CCI trading signals definition and calculation (nested ifelse() and [is.na()] functions).
16:10

In this lecture you will learn moving averages convergence/divergence MACD and rate of change ROC trading signals definition and calculation (nested ifelse() and [is.na()] functions).

16:35
In this lecture you will learn relative strength index RSI, stochastic momentum index SMI and Williams %R trading signals definition and calculation (nested ifelse() and [is.na()] functions).
15:35
In this lecture you will learn simple moving average SMA with commodity channel index CCI and rate of change ROC combined trading signals definition and calculation (nested ifelse() and [is.na()] functions).
19:06
In this lecture you will learn simple moving average SMA with relative strength index RSI, stochastic momentum index SMI and Williams %R combined trading signals definition and calculation (nested ifelse() and [is.na()] functions).
Section 4: Stock Trading Strategies
Article

Before starting section please download .TXT R script file as additional resources.

Article

You can download .PDF section slides file as additional resources.

10:43
In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator trading strategies (simple moving averages SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators) and multiple indicator trading strategies (simple moving average SMA with commodity channel index CCI, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators).
11:50
In this lecture you will learn simple moving average SMA and exponential moving average EMA trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
10:53

In this lecture you will learn Bollinger bands® BB and parabolic stop and reverse SAR trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).

10:53
In this lecture you will learn average directional movement index ADX and commodity channel index CCI trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
11:38
In this lecture you will learn moving averages convergence/divergence MACD and rate of change ROC trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
12:14
In this lecture you will learn relative strength index RSI, stochastic momentum index SMI and Williams %R trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
13:18
In this lecture you will learn simple moving average SMA with commodity channel index CCI and rate of change ROC combined trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
15:02
In this lecture you will learn simple moving average SMA with relative strength index RSI, stochastic momentum index SMI and Williams %R combined trading strategies calculation (for(){} loops, nested ifelse() and [is.na()] functions).
Section 5: Strategies Performance Comparison
Article

Before starting section please download .TXT R script file as additional resources.

Article

You can download .PDF section slides file as additional resources.

10:24

In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator strategies performance (simple moving averages SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators) and multiple indicator strategies performance (simple moving average SMA with commodity channel index CCI, rate of change ROC, relative strength index RSI, stochastic momentum index SMI and Williams %R indicators). You will also learn main assessment metrics such as annualized return for performance, annualized standard deviation for volatility or risk and annualized Sharpe ratio for risk adjusted performance.

18:31
In this lecture you will learn simple moving average SMA and exponential moving average EMA strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
12:52
In this lecture you will learn Bollinger bands® BB and parabolic stop and reverse SAR strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
12:44
In this lecture you will learn average directional movement index ADX and commodity channel index CCI strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
14:54
In this lecture you will learn moving averages convergence/divergence MACD and rate of change ROC strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
13:32
In this lecture you will learn relative strength index RSI, stochastic momentum index SMI and Williams %R strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
13:07
In this lecture you will learn simple moving average SMA with commodity channel index CCI and rate of change ROC combined strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).
15:04
In this lecture you will learn simple moving average SMA with relative strength index RSI, stochastic momentum index SMI and Williams %R combined strategies performance calculation (ifelse(), colnames(), table.AnnualizedReturns() and charts.PerformanceSummary() functions).

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Instructor Biography

Diego Fernandez is author of high-quality online courses and ebooks at Exfinsis for anyone who wants to become an expert in financial data analysis.

His main areas of expertise are finance and data analysis. Within finance he has focused on stock fundamental, technical and investment portfolio analysis. Within data analysis he has concentrated on applied statistics, probability, optimization methods, forecasting models and machine learning. For all of this he has become proficient in Microsoft Excel®, R statistical software and Python programming language analysis tools. 

He has important online business development experience at fast-growing startups and blue-chip companies in several European countries. He has always exceeded expected professional objectives by starting with a comprehensive analysis of business environment and then efficiently executing formulated strategy.

He also achieved outstanding performance in his undergraduate and postgraduate degrees at world-class academic institutions. This outperformance allowed him to become teacher assistant for specialized subjects and constant student leader within study groups. 

His motivation is a lifelong passion for financial data analysis which he intends to transmit in all of the courses.

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