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Jupyter-based quantitative finance analyses and tools: return-hold performance assessment and risk parity portfolio construction from a Winter 2024 internship.

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QuantFund

Jupyter-based quantitative finance analyses and tools from Winter 2024 internship projects, including return-hold performance assessment and risk parity portfolio construction.

Table of Contents

  1. About
  2. Notebooks
  3. Prerequisites
  4. Installation
  5. Usage
  6. Project Structure
  7. Contributing
  8. License

About

This repository contains two core analyses completed during a Winter 2024 quantitative finance internship:

  • Return-Hold Assessment: Evaluating performance persistence of assets under various holding periods.
  • Risk Parity Calculation: Building and backtesting a risk-parity portfolio, balancing asset volatilities.

Each analysis is delivered as a self-contained Jupyter Notebook with narrative explanations, charts, and code.


Notebooks

Notebook Description
return-hold-assessment.ipynb Assess performance metrics across different hold periods.
risk-parity.ipynb Construct and backtest a volatility-weighted portfolio.

Prerequisites

  • Python 3.8+
  • Jupyter Notebook or JupyterLab
  • Core libraries:
    • pandas
    • numpy
    • matplotlib
    • scipy
    • yfinance (or other data-fetch library)

Installation

  1. Clone this repository:

    git clone https://github.com/SuYirouCrystal/QuantFund.git
    cd QuantFund
  2. (Optional) Create and activate a virtual environment:

    python3 -m venv env
    source env/bin/activate
  3. Install dependencies:

    pip install -r requirements.txt
  4. (Optional) If requirements.txt is not present, install manually:

    pip install pandas numpy matplotlib scipy yfinance

Usage

  1. Launch Jupyter Notebook:
    jupyter notebook
  2. Open and run each notebook cell by cell.
  3. Modify parameters (tickers, dates, weights) at the top of each notebook to explore different scenarios.

Project Structure

QuantFund/
├── return-hold-assessment.ipynb
├── risk-parity.ipynb
├── LICENSE.md
├── README.md
└── requirements.txt

Contributing

Contributions and suggestions are welcome! Please open an issue or submit a pull request with improvements, bug fixes, or additional analyses.

License

This project is licensed under the MIT License.

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Jupyter-based quantitative finance analyses and tools: return-hold performance assessment and risk parity portfolio construction from a Winter 2024 internship.

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