Udemy

AI-Powered Financial Ratio, Modeling & Technical Trading

Enroll Now
  • 8,995 Students
  • Updated 6/2025
3.8
(259 Ratings)
CTgoodjobs selects quality courses to enhance professionals' competitiveness. By purchasing courses through links on our site, we may receive an affiliate commission.

Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
11 Hour(s) 43 Minute(s)
Language
English
Taught by
Harry Vadalkar
Rating
3.8
(259 Ratings)

Course Overview

AI-Powered Financial Ratio, Modeling & Technical Trading

Master AI-driven financial ratio analysis, Excel & Python modeling, and technical trading strategies.

Upgrade your finance skill-set with an AI-enabled, practice-driven program that unites three core pillars of modern analysis:

  1. Financial Ratio Analysis – Diagnose liquidity, solvency, efficiency, and profitability with AI dashboards that auto-scrape filings, normalize data, and flag red-flags in seconds.

  2. Financial Modeling – Build dynamic, driver-based models in Excel and Python, then overlay machine-learning forecasts to stress-test scenarios and automate valuation.

  3. 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 Out

  • End-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 Learn

  • Calculate & 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 Enroll

  • Finance 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.

Course Content

  • 5 section(s)
  • 24 lecture(s)
  • Section 1 Technical Analysis
  • Section 2 Section 1 : Financial Statements Revision
  • Section 3 Financial Ratio Introduction
  • Section 4 Section 3 : Financial modelling live classes
  • Section 5 Stock Analysis

What You’ll Learn

  • Understand the principles of financial ratios and be able to calculate and interpret key ratios, including the current ratio, quick ratio, debt-to-equity ratio,, Develop a working knowledge of technical analysis and be able to use chart patterns, indicators, and other tools to make informed trading decisions., Understand the principles of financial modeling and be able to build a financial model from scratch, incorporating assumptions and inputs., Be able to use financial ratios and technical analysis in conjunction with financial modeling to evaluate the financial performance and health of a business., Apply the concepts and techniques learned in this course to real-world examples and case studies to make informed investment decisions


Reviews

  • E
    Esra İ.
    4.0

    I myself learnt things i didn't know before in a very short amount of time. I liked how efficiently i learnt those so far It has been just the first 3 lessons until now. Moving on to watching more

  • R
    Roman Zhuk
    3.5

    It's good and useful, but the instructor sometimes makes mistakes. In financial modelling part he incorrectly calculated the depreciation allowance

  • N
    Nawarah Habash
    2.5

    You were wrong when you spoke about the cash flow from investing activities. But thank you the explanation was quite understandable.

  • A
    Asad Zainul Abidin
    3.0

    The voice of first three or four videos are not clear. But any how it is very good course.

Start FollowingSee all

We use cookies to enhance your experience on our website. Please read and confirm your agreement to our Privacy Policy and Terms and Conditions before continue to browse our website.

Read and Agreed