Investing

Wikipedia: https://en.wikipedia.org/wiki/Investment

Warning

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

Basics

• https://www.investor.gov/investing-basics

• http://www.fool.com/investing/basics/index.aspx

• http://www.investopedia.com/investing/investing-basics/

• http://www.investopedia.com/university/beginner/

• http://www.wikinvest.com/site/Guide_to_Investing

• https://finance.yahoo.com/education/begin_investing

Cash flow

Wikipedia: https://en.wikipedia.org/wiki/Cash_flow

Revenue

Wikipedia: https://en.wikipedia.org/wiki/Revenue

• Gross Revenue

• Net Revenue: revenue after [returns, chargebacks, …]

• http://www.investopedia.com/ask/answers/102714/what-are-difference-between-gross-revenue-reporting-and-net-revenue-reporting.asp

Accounting Equation

Wikipedia: https://en.wikipedia.org/wiki/Accounting_equation

Investopedia: http://www.investopedia.com/terms/a/accounting-equation.asp

• Assets = Liabilities + Equity

• Liabilities = Assets - Equity

• Equity = Assets - Liabilities

Equity

Wikipedia: https://en.wikipedia.org/wiki/Equity_(finance)

Investopedia: http://www.investopedia.com/terms/e/equity.asp

Equity = Assets - Liabilities

Asset

Wikipedia: https://en.wikipedia.org/wiki/Asset

Investopedia: http://www.investopedia.com/terms/a/asset.asp

Liability

Wikipedia: https://en.wikipedia.org/wiki/Liability_(financial_accounting)

Investopedia: http://www.investopedia.com/terms/l/liability.asp

Financial Statement

Wikipedia: https://en.wikipedia.org/wiki/Financial_statement

Investopedia: http://www.investopedia.com/terms/f/financial-statements.asp

Investopedia: http://www.investopedia.com/university/financialstatements/

Capitalization table

Wikipedia: https://en.wikipedia.org/wiki/Capitalization_table

Investopedia: http://www.investopedia.com/terms/c/capitalization-table.asp

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).

• eShares

  https://esharesinc.com/

• CapShares

  https://www.capshare.com/

Option

Wikipedia: https://en.wikipedia.org/wiki/Option_(finance)

Investopedia: http://www.investopedia.com/terms/o/option.asp

Investopedia: http://www.investopedia.com/university/options/option.asp

Stock Option

Wikipedia: https://en.wikipedia.org/wiki/Option_(finance)

Investopedia: http://www.investopedia.com/terms/s/stockoption.asp

A stock option is a type of Option.

Employee Stock Option

Wikipedia: https://en.wikipedia.org/wiki/Employee_stock_option

SAFE

Homepage: https://www.ycombinator.com/documents/

Docs: https://www.ycombinator.com/docs/SAFE_Primer.rtf

Docs: https://www.ycombinator.com/docs/SAFE_Cap.rtf

Docs: https://www.ycombinator.com/docs/SAFE_Discount.rtf

Docs: https://www.ycombinator.com/docs/SAFE_Cap_Discount.rtf

Docs: https://www.ycombinator.com/docs/SAFE_MFN.rtf

• https://blog.ycombinator.com/announcing-the-safe-a-replacement-for-convertible-notes

• https://www.quora.com/Y-Combinator/What-are-the-pros-and-cons-of-YCs-new-SAFE-securities-versus-convertible-notes

• https://www.cooleygo.com/documents/y-combinator-safe-financing-document-generator/

Investing Strategies

Wikipedia: https://en.wikipedia.org/wiki/Template:Financial_markets_navigation

Investing Styles

Wikipedia: https://en.wikipedia.org/wiki/Investment_style

Investopedia: http://www.investopedia.com/terms/i/investing_style.asp

Investopedia:

Value Investing

Wikipedia: https://en.wikipedia.org/wiki/Value_investing

Investopedia: http://www.investopedia.com/terms/v/valueinvesting.asp

Investopedia: http://www.investopedia.com/university/value-investing/

See:

• Financial Statement

Buy and Hold

Wikipedia: https://en.wikipedia.org/wiki/Buy_and_hold

• Value investing is a Buy and Hold investing strategy / style.

Day trading

Wikipedia: https://en.wikipedia.org/wiki/Day_trading

• Daytrading is not Buy and Hold investing

Algorithmic trading

Wikipedia: https://en.wikipedia.org/wiki/Algorithmic_trading

See:

• Quantopian (Quantopian Open)

High Frequency Trading

Wikipedia: https://en.wikipedia.org/wiki/High-frequency_trading

Stock Market Crash

Wikipedia: https://en.wikipedia.org/wiki/Stock_market_crash

• https://en.wikipedia.org/wiki/Wall_Street_Crash_of_1929 (“Black Tuesday”)

  • https://en.wikipedia.org/wiki/Great_Depression

• https://en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%9308

• https://en.wikipedia.org/wiki/2010_Flash_Crash

Recession

Wikipedia: https://en.wikipedia.org/wiki/Recession

• https://en.wikipedia.org/wiki/Recession#Predictors

• https://en.wikipedia.org/wiki/Recession#Stock_market

Quantitative analyst

Wikipedia: https://en.wikipedia.org/wiki/Quantitative_analyst

See also:

• Data Science (for more domain-independent analyses)

Tools

pandas

Wikipedia: https://en.wikipedia.org/wiki/Pandas_(software)

Homepage: http://pandas.pydata.org/

Src: https://github.com/pydata/pandas

PyPI: https://pypi.python.org/pypi/pandas

Docs: http://pandas.pydata.org/pandas-docs/stable/

Docs: http://pandas.pydata.org/pandas-docs/stable/install.html

Docs: http://pandas.pydata.org/pandas-docs/stable/10min.html

Docs: https://pandas-docs.github.io/pandas-docs-travis/whatsnew.html

Docs: https://pandas-docs.github.io/pandas-docs-travis/contributing.html

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

• Pandas requires Cython, NumPy, and a number of additional libraries.

  conda install pandas
  

  • https://github.com/westurner/notebooks/blob/gh-pages/install.sh

• http://pandas.pydata.org/pandas-docs/stable/ecosystem.html

pandas-datareader

Src: https://github.com/pydata/pandas-datareader

Docs: https://pandas-datareader.readthedocs.io/en/latest/

• Yahoo! Finance

• Google Finance

• FRED

• Fama/French

• World Bank

• OECD

• Eurostat

• EDGAR Index

Quandl

Wikipedia: https://en.wikipedia.org/wiki/Quandl

Homepage: https://www.quandl.com/

Src: https://github.com/quandl

Docs: https://www.quandl.com/docs/api

quandl-python

Homepage: https://www.quandl.com/tools/python

PyPI: https://pypi.python.org/pypi/Quandl

Src: https://github.com/quandl/quandl-python

Docs: https://www.quandl.com/help/python

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

  conda install numpy pandas requests pip
  pip install quandl-python
  

QuantLib

Wikipedia: https://en.wikipedia.org/wiki/QuantLib

Homepage: http://quantlib.org/

Twitter: https://twitter.com/quantlib

Src: https://github.com/lballabio/QuantLib

Docs: http://quantlib.org/docs.shtml

Docs: http://quantlib.org/install.shtml

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

• QuantLib-Python is one wrapper library / language binding for QuantLib.

• There are many language bindings for QuantLib:

  http://quantlib.org/extensions.shtml

pyql

Src: https://github.com/enthought/pyql

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

Quantopian

Wikipedia: https://en.wikipedia.org/wiki/Quantopian

Homepage: https://www.quantopian.com/

Twitter: https://twitter.com/quantopian

Src: https://github.com/quantopian

Docs: https://www.quantopian.com/help

Docs: https://www.quantopian.com/tutorials/getting-started

Docs: https://www.quantopian.com/tutorials/

Quantopian is a crowd-sourced hedge fund.

• Quantopian offers free hosted IPython notebooks with pandas, Zipline, and minutely data from 2002 for algorithmic backtesting and live-trading.

  • https://www.quantopian.com/posts/live-minutely-data-new-to-quantopian

• You own your intellectual property.

• You can choose to share your research and algorithms with the community; who can clone and modify at will.

  • Sample Mean Reversion algorithm: https://www.quantopian.com/algorithms/56f32bbf633c20776d000108

  • 100 most-popular cloned algorithms: https://www.quantopian.com/posts/community-algorithms-migrated-to-quantopian-2

Quantopian Open

Homepage: https://www.quantopian.com/open

• https://www.quantopian.com/open/rules

• https://www.quantopian.com/leaderboard

• https://www.quantopian.com/fund

Zipline

Src: https://github.com/quantopian/zipline

PyPI: https://pypi.python.org/pypi/zipline

Docs: http://www.zipline.io/

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

Src: https://github.com/quantopian/qgrid

PyPI: https://pypi.python.org/pypi/qgrid

Docs: https://qgrid.readthedocs.io/en/latest/

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

See Also

• Data Science > Data Visualization