Summary of the course

This course offers a comprehensive understanding of financial markets by covering stock investing, technical analysis, and derivatives. It begins with the fundamentals of equity investing, including IPOs, market functioning, indices, and taxation, and progresses to fundamental analysis using the EIC approach and ratio analysis for stock selection. It also focuses on risk profiling, asset allocation, and portfolio construction strategies such as SIP, SWP, and diversification. The course further introduces technical analysis concepts like price action, chart patterns, indicators, and trading strategies for better market timing. Finally, it explores derivatives, including futures and options, option pricing, Greeks, and various trading strategies, enabling learners to analyze markets effectively and make informed investment and trading decisions.

What will you learn?

You will :

• Understand how financial markets work, including IPOs, indices, and equity investing
• Learn fundamental analysis using the EIC approach and ratio analysis
• Develop skills in risk profiling, asset allocation, and portfolio construction
• Build diversified portfolios aligned with financial goals
• Apply technical analysis concepts like price action, chart patterns, and indicators
• Learn trading strategies for effective entry and exit decisions
• Understand derivatives including futures, options, and option strategies
• Analyze market indicators like Greeks, open interest, and VIX
• Make informed investment and trading decisions

Course outline

Module 1: Stock Investing

1.1 Introduction to Stock Investing

1.1.1 The need for Investment

1.1.2 The What, Why & How of an IPO

1.1.2 Introducing the Stock Market

1.1.4 The Functioning of a Stock Exchange

1.1.5 Understanding Index – the Market Barometer

1.1.6 Stocks Classified

1.1.7 Stock Market Terminologies

1.1.8 Taxation in Equity Investing

1.2 Fundamental Analysis

1.2.1 Fundamentals & Technical

1.2.2 The “E” of EIC approach

1.2.3 Decoding Economic Indicators

1.2.4 Putting Economic Indicators into action

1.2.5 The “I” of EIC approach

1.2.6 Choosing the Right Industry

1.2.7 The “C” of EIC approach

1.2.8 Companies’ Report Card

1.2.9 The Concept of Ratio Analysis

1.2.10 IPO Evaluation for Investing

1.2.11 Blending technicals with EIC

Module 2:Technical Analysis

2.1 Introduction to Technical Analysis

2.1.1 Introduction to Technical Analysis

2.1.2 Who uses Technical Analysis & why

2.1.2 Time & Money & Opportunity

2.1.4 Order types

2.1.5 How to Choose a stock

2.1.6 Dow Theory

2.2 Stock Selection

2.2.1 Risk Management

2.2.2 Support & Resistance

2.2.3 Breakout and Contra

2.3 Candlestick Pattern

2.3.1 Types of Chart

2.3.2 The Candle Patterns

2.4 Major Chart Pattern

2.4.1 Trendlines & Types

2.4.2 Important Chart Patterns

2.4.3 Exercise

2.5 Price Action

2.5.1 Price and Volume Analysis

2.5.2 Price Action Patterns

2.5.3 Intraday and Positional Trading

2.5.4 Fibonacci Trading

2.5.5 Pivots

2.6 Popular Indicators

2.6.1 Directional Momentum

2.6.2 Screening and Scanning

2.6.3 Indicators Explained

2.7 Create Your Own Trading Strategies

2.7.1 The combinations

2.7.2 Introduction to Elliott Wave

2.7.3 Creating your trading Plan

2.7.4 Trader’s Blueprint

Module 3: Derivatives Strategies

3.1 Introduction to Derivatives

3.1.1 Introduction & History

3.1.2 Derivatives for Whom

3.1.2 Concepts underlying derivatives

3.1.4 Types of Derivatives

3.2 Futures & Options

3.2.1 Introduction to Futures

3.2.2 Futures & its workings

3.2.3 Futures Terminologies

3.2.4 Margin and Pricing model

3.2.5 Benefits and Limitations

3.2.6 Open Interest

3.2.7 Products in the Exchange

3.2.8 Introduction to Options – Call

3.2.9 Introduction to Options – Put

1. Option Terminologies

3.2.11 Margin in Options

3.3.1 Payoff structures

3.4 Option Greeks and OI Analytics

3.4.1 Option Pricing

3.4.2 Option Greeks

3.4.3 Option Premium

3.4.4 Open Interest

3.4.5 Put Call Ratio

3.4.6 Rollover Analytics

3.4.7 VIX

3.4.8 Support and Resistance

3.5 F&O Market Interpretation

3.5.1 Rollover Analytics

3.5.2 VIX

3.5.3 Support and Resistance

3.6 Option Strategies

3.6.1 Investors (4 Strategies)

3.6.2 Synthetic Strategies (6 Strategies)

3.6.3 Directional Traders (6 Strategies)

3.6.4 Non-Directional Traders (14 Strategies)

3.7 Create Your Own F&O Strategies

3.7.1 Rules to follow

3.7.2 Things to remember

Module 4: Algorithmic Trading & Automation

4.1 The Algo Trading Landscape & Setup 

•     Introduction to Algorithmic Trading

•     What is Algo Trading? (Rule-based vs. Discretionary, High-Frequency vs. Retail Algos).

        •    The Indian Landscape: SEBI regulations for retail algo traders, auto-login restrictions, and approved API usage.

       •    Pros, cons, and common pitfalls 

        •    Installing of necessary libraries.

4.2: Market Data Acquisition & Processing

•             Sourcing free End-of-Day (EOD) data overview (Yahoo Finance, NSE Bhavcopy).

•             Sourcing intraday tick/minute data via broker APIs overview (e.g., Zerodha Kite Connect, Fyers, or Upstox API).

4.3: Translating Strategies into Code

Focus: Converting the Technical Analysis and Derivatives knowledge into logic.

•             Technical Indicator Coding

•             Building Derivative Strategies

•             Coding options strategies

•             Automating Stop Loss (SL) and Target logic based on option premiums.

•             Backtesting & Performance Analytics

•             Execution, Paper Trading, and Live Deployment