Foundations
Define the mandate. Understand instruments, returns, and capital.
Build understanding through notation, hand calculations, Python examples and checks of the assumptions.
Math & Notation Essentials
Read the symbols, keep track of units, and build a calculation one small step at a time.
8 lessons · notation · units · algebra · modelling
Fund Lab Orientation
A research-to-operations curriculum for building and evaluating a hypothetical investment fund. Start with the mandate and an honest performance record.
1 lessons · your first backtest
Markets, Returns & Capital
Understand what you own, how it earns a return, and where leverage enters the balance sheet.
4 lessons · instruments · compounding · valuation
Trading Different Assets: Instruments, Mechanics & Risk
Understand what you own, how a trade settles, and which quantities belong in your model.
10 lessons · Stocks · ETFs · bonds · futures · commodities · FX · options · crypto · perpetuals · event contracts
Data: Availability, Revisions & Reproducible Research
Reconstruct what a trader could know, then preserve enough evidence to reproduce the decision.
8 lessons · timestamps · vintages · identifiers · survivorship · corporate actions · provenance