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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-ratios-simplified-a-practicle-guide/
课程评论:没有评论
课程名称:人工智能驱动的财务比率、建模与技术交易 概述:该课程旨在通过一个以实践为导向的AI支持的项目,提升您的金融技能,涵盖现代分析的三个核心支柱:财务比率分析、财务建模和技术分析与交易。学习者将能够运用AI仪表板快速诊断流动性、偿债能力、效率和盈利能力,并利用Excel和Python构建动态的、基于驱动因素的建模,叠加机器学习预测,以进行压力测试和自动化估值。此外,课程结合经典图表模式与AI生成信号、情绪挖掘和回测策略来优化交易时机和风险控制。 该课程已吸引超过8900名分析师、投资者和学生参与,2025年更新版本增添了前沿的生成式AI工作流程,使学员能更快地从分析转向行动。 为什么这门AI驱动的课程脱颖而出: - **端到端自动化**:将SEC/SEDAR数据源与AI代理连接,自动下载、清理和比例分析报表,使您专注于解读。 - **无代码与低代码工具**:利用ChatGPT、Microsoft Copilot以及AutoML模板,无需编程背景,且为高级用户提供Python笔记本。 - **真实市场数据**:通过模拟交易API进行实时交易,使用AI生成的后评估来评估表现。 - **互动学习**:提供即时反馈的测验、章节级别的AI辅导和基于财富500强和多伦多证券交易所上市公司的案例研究。 - **职业准备成果**:创建一个精致的比率仪表板、完整的三表模型及蒙特卡洛附加功能,以及一个可在面试中展示的回测交易笔记本。 您将学习到: - 计算和解读30多个关键比率:流动比率、速动比率、现金转化周期、净资产收益率、净债务/EBITDA等。 - 像专业人士一样建模:预测收入驱动因素,构建综合财务报表,执行折现现金流(DCF)和可比公司分析,并通过AI验证输出的合理性。 - 部署技术设置:趋势追随、均值回归、动量突破、斐波那契集群、布林带挤压。 - 利用AI获取超额收益:使用自然语言提示编写指标,挖掘新闻情感,自动生成交易构想。 - 风险管理2.0:应用头寸大小算法、概率VaR和情景分析来保护资本。 谁应该报名: - 希望在实习面试中脱颖而出的金融学生。 - 寻求数据驱动信念的散户投资者。 - 想用AI工作流程取代手动电子表格的分析师。 - 需要迅速对私营或上市公司进行尽职调查的企业家和顾问。
Upgrade your finance skill-set with an AI-enabled, practice-driven program that unites three core pillars of modern analysis:Financial Ratio Analysis - Diagnose liquidity, solvency, efficiency, and profitability with AI dashboards that auto-scrape filings, normalize data, and flag red-flags in seconds.Financial Modeling - Build dynamic, driver-based models in Excel and Python, then overlay machine-learning forecasts to stress-test scenarios and automate valuation.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 OutEnd-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 LearnCalculate & 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 EnrollFinance 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.