Portfolio Optimization with Python – Case Study

Name: Portfolio Optimization with Python - Case Study
Availability: InStock
Rating: 5.00 (5 reviews)

Apply your Python skills to a real-world finance project by analyzing stock data and optimizing a portfolio using key performance metrics.

Import, visualize, and analyze two years of stock data across four assets
Calculate daily returns, build an equal-weighted portfolio, and evaluate performance with the Sharpe ratio
Simulate 10,000 portfolios and identify the optimal mix using data-driven insights

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Corporate Finance Institute

Portfolio Optimization with Python – Case Study

Overview

Portfolio Optimization With Python – Case Study Course

Portfolio optimization is a powerful technique in finance, and Python makes it accessible and efficient. In this hands-on case study, you’ll use your data analysis skills to work through a real-world example: analyzing and optimizing a portfolio of four stocks. You’ll start by building an equal-weighted portfolio and evaluating its performance using key financial metrics like daily returns and the Sharpe ratio. Then, you’ll generate 10,000 portfolio scenarios with different stock weightings and use Python to find the optimal combination with the highest Sharpe ratio. Along the way, you’ll use data visualization to explore results and reinforce your understanding of portfolio performance. This course is the perfect next step for learners who want to apply their Python knowledge to finance.

Who Should Take This Course?

Portfolio Optimization With Python – Case Study course is designed for learners who already know how to use Python for data analysis and want to apply those skills in a finance-focused project. It’s ideal for finance professionals, aspiring data analysts, or anyone interested in quantitative investing and portfolio management.

Portfolio Optimization with Python - Case Study Learning Objectives

Analyze historical stock data to calculate portfolio returns and key performance metrics like the Sharpe ratio
Create and evaluate an equal-weighted portfolio using Pandas and data visualization techniques
Simulate thousands of portfolio combinations and identify the optimal asset allocation based on performance analysis

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Basic data analysis

What You'll Learn

Lesson

Multimedia

Exams

Files

Course summary

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

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What Our Members Say

Really helpful

I am learning python. I started with the course teaching the fundamentals passing by the data analysis one to then get to this one (the professor is the same for each 3). The course was really helpful as the professor is very clear and slowpaced which makes it very easy and stressless the following and understanding of everything said here. I really reccomend it to beginners

Tommaso De Benedetti

Great coverage of entire scope needed for effective BI and data analysis

The coverage of the BIDA certification has the right depth and breadth. The course of study will develop a meaningful skillset that can be practically in a finance setting.

Paul Brazdzionis

Experience feedback

I actually learned about a new function in this course and applied it to a case study

Ahmed Gamal Bakr Hassan Sakr

CFI gives us a very big experience and skills

CFI gives us a very big experience and skills Thanks

Mostafa Mahmoud Alsadany

Frequently Asked Questions

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All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

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Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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Portfolio Optimization with Python – Case Study

Portfolio Optimization With Python – Case Study Course

Who Should Take This Course?

Portfolio Optimization with Python - Case Study Learning Objectives

What You'll Learn

Case Study Introduction

Equal Weighted Portfolio

Optimzed Portfolio

Course summary

This Course is Part of the Following Programs

Business Essentials Certificate

What Our Members Say

Tommaso De Benedetti

Paul Brazdzionis

Ahmed Gamal Bakr Hassan Sakr

Mostafa Mahmoud Alsadany

Mathias Ngwese Ekane

Frequently Asked Questions