Skip to content

astoreyai/money-talks

Repository files navigation

Money Talks: Trading & Investing Education

A comprehensive 5-class trading and investing curriculum delivered through interactive Jupyter notebooks, designed for Google Colab.

Overview

Class Topic Lessons Start Here
1 Trading & Investing Fundamentals 20 Open In Colab
2 Technical Indicators & Analysis 20 Open In Colab
3 Trading & Investing Strategies 20 Open In Colab
4 Taxes & Portfolio Maintenance 20 Open In Colab
5 Trading Business & Advanced Topics 20 Open In Colab
Total 100 notebooks

Format: 30 min lecture + 15 min hands-on per lesson (45 min/day) Total Runtime: 75 hours of instruction

Quick Start

Option 1: Google Colab (Recommended)

  1. Navigate to any notebook in this repository
  2. Click "Open in Colab" badge
  3. Run the setup cell to install dependencies
  4. Follow along with the lesson

Option 2: Local Environment

git clone https://github.com/astoreyai/money-talks.git
cd money-talks
pip install -r requirements.txt
jupyter notebook

Curriculum

Class 1: Trading & Investing Fundamentals

Build a solid foundation in financial markets.

Week Topic Key Concepts
1 Market Basics Markets, exchanges, hours, participants
2 Asset Classes Stocks, bonds, ETFs, options/futures intro
3 Accounts & Orders Brokerage accounts, order types
4 Charts & Psychology Candlesticks, trading psychology

Class 2: Technical Indicators & Analysis

Master chart analysis and indicator interpretation.

Week Topic Key Concepts
1 Trend Indicators Moving averages, crossovers
2 Momentum & Volatility RSI, MACD, Bollinger Bands
3 Volume & Patterns OBV, VWAP, chart patterns
4 Support/Resistance S/R zones, Fibonacci, trendlines

Class 3: Trading & Investing Strategies

Strategy frameworks from day trading to long-term investing.

Week Topic Key Concepts
1 Active Trading Day trading, scalping, momentum
2 Position & Trend Trend following, breakouts
3 Value & Growth Intrinsic value, dividends
4 Options Basics Covered calls, puts, wheel strategy

Class 4: Taxes & Portfolio Maintenance

Critical knowledge for preserving and growing wealth.

Week Topic Key Concepts
1 Capital Gains Short/long-term, cost basis
2 Tax-Advantaged IRA, Roth, 401(k), HSA
3 Tax Optimization Tax-loss harvesting, wash sales
4 Portfolio & Risk Allocation, rebalancing, sizing

Class 5: Trading Business & Advanced Topics

Professional-level trading structures and automation.

Week Topic Key Concepts
1 Trader Tax Status IRS criteria, TTS benefits
2 Trading Entities LLC vs S-Corp, operating agreements
3 Mark-to-Market Section 475(f), deductions
4 Compliance & Automation PDT rules, algorithmic intro

Data Sources

All exercises use S&P 500 stocks via yfinance. No API keys required.

Requirements

  • Python 3.9+
  • See requirements.txt for dependencies

Project Structure

money-talks/
├── README.md
├── requirements.txt
├── class1_fundamentals/           # 20 notebooks
│   ├── week1_market_basics/
│   ├── week2_asset_classes/
│   ├── week3_accounts_orders/
│   └── week4_charts_psychology/
├── class2_technical_analysis/     # 20 notebooks
│   ├── week1_trend_indicators/
│   ├── week2_momentum_volatility/
│   ├── week3_volume_patterns/
│   └── week4_support_resistance/
├── class3_trading_strategies/     # 20 notebooks
│   ├── week1_active_trading/
│   ├── week2_position_trend/
│   ├── week3_value_growth/
│   └── week4_options_basics/
├── class4_taxes_portfolio/        # 20 notebooks
│   ├── week1_capital_gains/
│   ├── week2_tax_accounts/
│   ├── week3_tax_optimization/
│   └── week4_portfolio_risk/
├── class5_trading_business/       # 20 notebooks
│   ├── week1_trader_tax_status/
│   ├── week2_trading_entities/
│   ├── week3_mtm_deductions/
│   └── week4_compliance_automation/
├── utils/
│   ├── data_helpers.py
│   ├── chart_helpers.py
│   └── quiz_helpers.py
└── data/
    └── sp500_symbols.csv

Contributing

This is an educational project. Issues and suggestions welcome.

License

MIT License

Disclaimer

This content is for educational purposes only and does not constitute financial advice.

  • Past performance is not indicative of future results
  • All investments involve risk, including the possible loss of principal
  • The examples and strategies discussed are illustrative only
  • Always consult with a qualified financial advisor before making investment decisions
  • The authors and contributors are not responsible for any financial losses incurred

Do your own research. Trade responsibly.

About

No description, website, or topics provided.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

 
 
 

Contributors