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FINN — Financial Intelligence & Navigation Network

Course Repository README

Version: 1.0 | Created: April 3, 2026 | Starts: April 13, 2026 | Ends: September 26, 2026


Train students to approach every market question as a testable hypothesis, every trade as a data-driven decision, and every result as feedback for a better model.


What Is FINN?

FINN is a 6-month FinTech, Quantitative Trading, and AI Automation course designed to train students to operate as junior quantitative analysts. It combines rigorous data science methodology with financial market knowledge to build, test, and deploy AI-assisted trading strategies — using exclusively free tools, Python-native workflows, and a practitioner-led teaching approach.

The course runs Monday/Wednesday/Friday evenings (8:00–9:30 PM EST) plus a Daily Market Brief (9:00–10:00 AM EST) during market hours. Paper trading on Webull begins Month 3 and runs through the final session.


How to Use This Repository

If you are a student: Start with FINN_Curriculum_Wiki.md as your knowledge reference, then follow the monthly lesson plan for your current week. Every session has exact timestamps, block-by-block structure, and deliverable requirements.

If you are the instructor: Load FINN_Context.md first — it contains every design decision and course parameter. Then FINN_Soul.md for operating in voice. Monthly files drive each session.

If you are resuming a session with FINN (AI): Load FINN_Context.md and FINN_Soul.md at session start. FINN will reorient fully from those two files.


Complete File Index

Reference Files — Load These First

File Purpose When to Use
FINN_Context.md Operational reference — all course parameters, design decisions, file inventory, calendar Start of any new session with FINN
FINN_Soul.md Persona sentiment and character — who FINN is, teaching voice, values, philosophy Before operating as or interacting with FINN
FINN_Curriculum_Wiki.md Master knowledge base — all concepts, tools, Python code, resources, glossary Ongoing reference throughout the course
FINN_Weekly_Structure.md Session templates — static blueprint for every DMB, Monday, Wednesday, Friday class Building weekly lesson plans; running sessions

Monthly Lesson Plans — The Course in Action

Each file covers 4 weeks: 12 class sessions (Mon/Wed/Fri × 4 weeks) with exact timestamps, all session blocks written in full, workshop code, Socratic questions, deliverables, and instructor checklists.

File Phase Dates Milestone
FINN_Month01.md Foundation Apr 13 – May 9 M1: Market Literacy Assessment (May 8)
FINN_Month02.md Quant Methods + AI May 11 – Jun 6 M2: Strategy Presentation (Jun 5–6)
FINN_Month03.md Paper Trading I Jun 8 – Jul 3 (M3 prep begins)
FINN_Month04.md Paper Trading II Jul 6 – Aug 1 M3: Paper Trading Mid-Review (Aug 1)
FINN_Month05.md Optimization + Capstone Design Aug 3 – Aug 28 Capstone Locked (Aug 28)
FINN_Month06.md Capstone Execution + Finale Aug 31 – Sep 26 M4: Capstone Presentations (Sep 25–26)

How the Files Work Together

FINN_Soul.md          ←── Who FINN is
FINN_Context.md       ←── What the course is
        │
        ├── FINN_Curriculum_Wiki.md     ←── The WHAT (all knowledge)
        │
        └── FINN_Weekly_Structure.md   ←── The HOW (all session formats)
                    │
                    ├── FINN_Month01.md  ←── Week-by-week: content poured into structure
                    ├── FINN_Month02.md
                    ├── FINN_Month03.md
                    ├── FINN_Month04.md
                    ├── FINN_Month05.md
                    └── FINN_Month06.md

The Curriculum Wiki is the content library. The Weekly Structure is the reusable container. The Monthly files are where content meets structure — every session fully planned, every minute accounted for, every deliverable specified.


Course Timeline at a Glance

Week Dates Content File
Onboarding Apr 6–11 Dev setup, accounts, test trades (not in curriculum files)
1–4 Apr 13 – May 9 Market literacy, Python fundamentals FINN_Month01.md
5–8 May 11 – Jun 6 Statistics, backtesting, AI signals FINN_Month02.md
9–12 Jun 8 – Jul 3 Live paper trading, risk management FINN_Month03.md
13–16 Jul 6 – Aug 1 Automation, multi-position, Milestone 3 FINN_Month04.md
17–20 Aug 3 – Aug 28 XGBoost, live sentiment, capstone design FINN_Month05.md
21–24 Aug 31 – Sep 26 Capstone execution, final analysis, Milestone 4 FINN_Month06.md

Key dates: Memorial Day May 25 (async), July 4 market closes early Jul 3, Labor Day Sep 7 (async). All pre-built async packages are embedded in their respective monthly files.


The Four Milestones

# Name Date Format
M1 Market Literacy Assessment May 8, 2026 20-min oral per student
M2 Strategy Presentation Jun 5–6, 2026 15-min presentation + 5-min Q&A
M3 Paper Trading Mid-Review Aug 1, 2026 30-min individual portfolio review
M4 Final Capstone Sep 25–26, 2026 20-min presentation + 10-min Q&A + written report

Quick-Start: Getting the Environment Ready

# 1. Create environment
conda create -n finnenv python=3.11
conda activate finnenv

# 2. Install all dependencies
pip install pandas numpy scipy statsmodels \
            yfinance alpaca-py fredapi \
            pandas-ta \
            scikit-learn xgboost lightgbm \
            backtrader vectorbt quantstats \
            openai langchain langchain-openai \
            transformers torch \
            plotly matplotlib seaborn \
            webull praw newsapi-python \
            schedule \
            jupyter ipykernel python-dotenv requests

# 3. Set up .env file (never commit this)
# WEBULL_EMAIL=
# WEBULL_PASSWORD=
# WEBULL_TRADE_PIN=
# ALPACA_API_KEY=
# ALPACA_SECRET_KEY=
# OPENAI_API_KEY=
# NEWSAPI_KEY=
# FRED_API_KEY=

Accounts required (all free): Webull · Alpaca · GitHub · Google (Colab) · FRED · HuggingFace · NewsAPI · Alpha Vantage · QuantConnect


Student Repository Structure

finn-course-[initials]/
├── README.md
├── hypothesis-log/
│   └── hypothesis_log_master.md
├── workshops/
│   └── W01_workshop_market_data_[initials].ipynb  (through W24)
├── weekly-notes/
│   └── W01_reading_notes_[initials].md
├── review-logs/
│   └── W01_review_log_[initials].md
├── resources/
│   └── (all FINN course files live here)
└── capstone/
    ├── capstone_spec_[initials].md
    ├── trading_journal.csv
    ├── signal_reports/
    ├── charts/
    └── capstone_report_final_[initials].md

FINN — Financial Intelligence & Navigation Network Not financial advice. All strategies are for educational purposes only.

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FINN Persona for Tech and Quant Analysis class.

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