Program Curriculum

Module 1 : Orientation

• Program introduction
• Program outline
• Program components
• Onboarding process
• Key onboarding information

Module 2 : Trading Principles

• Nature of market
• Trading commandments

Module 3 : Basics of Stock Market

• Introduction
• How to make money from the stock market
• What is a share- start from the very basics
• What is an IPO – everything about the IPO process
• Trading and Demat account
• What are NIFTY & SENSEX and why they are important for traders

Module 4 : Basics of Trading

• Stock market timing
• Liquidity -A very important aspect for traders
• Liquidity quiz – test your knowledge
• Trading concepts – all the key trading concepts
• Types of traders – learn about the 5 types of traders
• What is SGX Nifty- crucial indicator for intraday traders

Module 5 : All About Shorting

• What is shorting?
• Methods of shorting
• Dangers of shorting
• Short covering
• Shortings quiz

Module 6 : Trading Setup

• Understanding cost of trading
• Broker selection strategy
• Order Types – Introduction
• Order Types – Limit v Market
• Order Types – Intraday vs Delivery
• Order Types – Cover orders
• Order Types – Bracket Orders
• Live examples of Bracket & Cover orders
• Pros & cons of Bracket orders
• Order Types – After Market Orders
• Trading setup

Module 7 : Trading Platforms

• Upstox – Best features
• Zerodha – Best features
• Interactive Brokers – Best features
• Sharekhan – Best features

Module 8 : Trading Analytics

• Trade log
• Key Performance Indicators – introduction
• KPI – Success Rate
• KPI – Profit Factor
• KPI – Avg. Trades/Day
• KPI – Avg. Duration/Day
• KPI – Return on Traded Capital
• KPI – Longs vs Shorts
• KPI – Equity Curve
• KPI – Zoho
• KPI – Get creative
• Trading Analytics Quiz

Module 9 : Candlestick Charts

• Types of charts
• Intro to Candlestick Charts
• Concept of timeframes
• What are patterns
• Key concepts – location
• Key concepts – retracement
• Key concepts – follow through
• Types of charts – Renko
• Types of charts – Heiken Ashi
• Reversal patterns – Bullish Engulfing
• Reversal patterns – Bearish Engulfing
• Reversal patterns – Dark Cloud Cover
• Reversal patterns – Piercing Pattern
• Reversal patterns – Hammer
• Reversal patterns – Hanging Man
• Continuation patterns – Rising Three Method
• Continuation patterns – Falling Three Method
• Redundant patterns
• Tips for getting started
• Candlestick charts quiz

Module 10 : Technical Analysis – Part 1

• Introduction to Technical Analysis
• Technical vs Fundamental Analysis
• Criticism of Technical Analysis
• Key concepts – Volume
• Key concepts – Support
• Key concepts – Resistance
• Live examples
• Principle of Polarity
• Key concepts – Breakout
• Key concepts – Breakdown
• Correction of price and time
• Key concepts – Momentum

Module 11 : Technical Analysis – Part 2

• Core concept – Range bound
• Core concept – Retracement
• Core concept – Consolidation
• Core concept – Parabolic move
• Core concept – Mean Reversion
• Core concept – Follow Through
• Core concept – Overbought
• Core concept – Oversold
• Core concept – V Shaped Recovery
• Core concept – Tops & Bottoms
• Core concept – Market Context
• Charts – Arithmetic vs log scales

Module 12 : Technical Analysis – Part 3

• Important points about Reversal Patterns
• Reversal Patterns – Double Tops
• Reversal Patterns – Double Bottoms
• Reversal Patterns – Triple Tops & Bottoms
• Reversal Patterns – Head & Shoulders
• Continuation Patterns – Descending Triangle
• Continuation Patterns – Ascending Triangle
• Continuation Patterns – Symmetrical Triangle
• Special Patterns – Golden Cross
• Special Patterns – Death Cross
• Special Patterns – Dead cat Bounce
• Special Patterns – Ascending Channel
• Special Patterns – Descending Channel
• Special Patterns – Breakaway Gap
• Special Patterns – Runaway Gap
• Special Patterns – Exhaustion Gap
• Special Patterns – Common Gap
• Technical Analysis Quiz

Module 12 : Technical Indicators

• Introduction to Technical Indicators
• Technical Indicator – Moving Averages
• Technical Indicator – MACD
• Technical Indicator – Average True Range (ATR)
• Technical Indicator – Bollinger Bands
• Technical Indicator – Fibonacci Retracement
• Technical Indicator – Advance Decline Ratio
• Technical Indicator – Volume Chart
• Common mistakes using Technical Indicators
• Common mistakes using Technical Analysis

Module 14 : Risk Management – Part 1

• Introduction
• Market risk
• System risk
• Human risk
• Risk management approaches
• Risk profile of instruments
• Risk profile of stocks
• What is position sizing
• Position sizing rules

Module 15 : Risk Management – Part 2

• Follow your trading plan
• Selling naked derivatives
• Averaging losing positions
• Spotting the exits first
• No position is also a position
• Stock tip providers
• Cash in your account
• The greed driven trades
• Unrealistic expectations
• Staying with the cash segment
• The circuit game
• Risk management quiz
• Trading in various time frames – swing and positional
• Basic swing trading strategies in stocks, NIFTY & Bank Nifty

Module 16 : Trading Psychology

• Destructive mindsets- Part 1
• Destructive mindsets- Part 2
• Destructive mindsets- Part 3
• Winner’s mindset – Part 1
• Winner’s mindset – Part 2
• Winner’s mindset – Part 3
• Learning Bonus

Module 17 : Fundamental Analysis

• Fundamental Analysis – Part 1
• Fundamental Analysis – Part 2
• Fundamental Analysis – Part 3
• Fundamental Analysis – Quiz

Module 18 : Learning Checkpoint

• Foundation quiz
• Trading Analytics quiz
• Candlestick Charts quiz
• Trading Psychology quiz
• Fundamental Analysis quiz
• Risk Management quiz

Module 19 : IPO

• IPO Part 1
• IPO Part 2
• IPO Part 3
• IPO quiz 1
• IPO quiz 2

Module 20: Futures – Part 1

• Forward contracts
• Introduction to futures
• Key characteristics of futures
• Futures vs cash
• Core concept – Underlying
• Core concept – Expiry
• Core concept – Lot size & Contract Value
• Intraday vs Delivery in futures
• Futures pricing
• Liquidity in future contracts
• Buying and selling futures
• What happens when we buy a contract
• When can we exit
• Understanding leverage
• Understanding margins
• M2M & daily adjustments
• Margin call
• Margin calculator

Module 21: Futures – Part 2

• Settlement process – stocks & index
• Nifty trading in futures
• Bank Nifty trading in futures
• Risks with futures
• Hedging with futures
• Usage of futures
• Real-life examples
• Premium or discount on futures
• Arbitrage – cash and futures
• Common mistakes while trading in futures
• Frequently asked questions
• Wrap up

Module 22: Options Basics

• Introduction to Options
• A little story
• Introducing options
• Option buyers and sellers
• Options in real life
• Core concept – underlying
• Core concept – strike price
• Core concept – premium
• Core concept – expiration
• Difference between expiration and square off
• Option writing
• Basics of Options – Quiz

Module 23: Options Characteristics

• Benefits of trading options
• The way options are traded
• Types of forecast in options
• Types of options
• American vs European options
• ITM, ATM & OTM options
• Intrinsic & extrinsic values
• Learning bonus

Module 24: Options in Real Life

• Option chain
• Liquidity in options
• Options make crazy moves!
• How to buy and sell options
• Can stop losses be placed on option trades?
•  When can we exit an options trade?
• Analysis based on before and on expiration
• Margin requirements for buying and selling options
• Buying options vs selling options
• Scripts for options
• Learning bonus

Module 25: Options Pricing (Greeks)

• Introduction to options pricing
• Black Scholes model
• Introduction to Delta
• Delta for ATM, ITM & OTM
• Additive nature of Delta
• Gamma
• Theta
• Vega
• Rho

Module 26: Options for Intraday Trading

• Analyzing option chain
• Futures vs options
• Assessing max loss
• Analysis of a trend day
• Right strategy for entering
• Right strategy for exiting
• Script for options
• Liquidity in options
• The expiry day lottery

Module 27: Options Tools

• Sensibull
• Options Opstra

Module 28: Options Mistakes

• All mistakes
• Bank Nifty real life example -no hedging, deep ITM shorted
• A trader’s 5 Lakh loss – Key learning
• Learning bonus

Module 29: Options – Directional Strategies

• Introduction to Strategies
• Buying call options
• Buying put options
• Shorting call options
• Shorting put options
• Bull Call Spread
• Bear Put Spread
• Real-life examples
• Pros and Cons of Spread

Module 30: Options – Volatility Strategies

• Long Straddle
• Long Strangle
• Short Straddle
• Short Strangle
• Demo trades
• Learning bonus

Module 31: Intraday Trading – VRD Framework

• How to read Level 2 data
• Stable vs Unstable structures
• Concept of waves
• When not to trade
• Best stocks for intraday trading
• Finding the urgency in a stock move
• Trading zones
• How to prepare for the next trading session
• Identifying risk-reward before taking a trad
• How to prepare watchlists
• When to exit a trade
• Profit booking vs sell off
• Trading plan
• Index vs stocks
• Important levels of market

Module 32: Intraday Trading Strategies – Index

• Strategy 1
• Strategy 2
• Strategy 3
• Strategy 4
• Strategy 5
• Strategy 6

Module 33: Intraday Trading Strategies – Stocks

• Strategy 1
• Strategy 2
• Strategy 3
• Strategy 4
• Strategy 5

Module 34: Intraday Expiry Day Strategies

• Strategy 1
• Strategy 2
• Strategy 3

Module 35: Swing Trading Strategies – Index

• Strategy 1
• Strategy 2

Module 36: Swing trading Strategies – Stocks

• Strategy 1
• Strategy 2
• Strategy 3
• Strategy 4

Module 37 : Investing Introduction

• Basic principles
• Investing vs trading
• Setting realistic expectations
• What is Risk?
• Types of risk
• Categories of stocks: Based on market cap
• Categories of stocks: Based on their value proposition

Module 38 : Mutual Funds – Introduction

• What are mutual funds
• One of my portfolios
• Ways to invest in mutual funds
• Understanding MF expenses
• Mutual fund units
• Where are mutual fund units stored?
• Folio Number
• NAV
• SIP
• SWP
• STP
• Benchmark Index

Module 39 : Types of Mutual Funds

• Regular vs Direct funds
• Growth vs Dividend funds
• Open vs Closed ended schemes
• Active vs. Passive Funds
• Passive Funds- Index funds
• Passive Funds – Exchange Traded Funds (ETFs)
• NIFTY Bees
• Junior Bees

Module 40 : Mutual Funds – Deep dive

• Tracking Error
• Large Cap, MidCap and Small Cap
• Pitfalls of SIP culture
• A better approach for SIP
• Problem with Mutual funds
• How to select good mutual funds?
• Common mistakes while investing in MFs

Module 41 : Getting Started with Fundamental Analysis

• What is fundamental analysis
• My background
• One of my portfolios
• Is it too hard? Can I do it? Fear is your enemy
• Stocks vs Mutual Funds
• Best sites for fundamental analysis
• The Skeptic’s World
• An inquisitive mind
• The 5 Cs

Module 42 : The Framework of Analysis

• Economic Analysis
• Sectoral Analysis
• Top-down or Bottom-up Approaches
• Quantitative Analysis
• Qualitative Analysis
• Topline and Bottomline

Module 43 : Annual Report 

• Types of companies
• Types of shareholding
• Shareholding pattern
• Holdings, Subsidiaries and Associates
• Standalone vs Consolidated statements
• Auditor reports
• Pledging of shares – 1
• Pledging of shares – 2
• How to Read Annual Reports like a Pro
• Reading Notes

Module 44 : Profit & Loss Statement

• Getting started – with you!
• What is a Balance Sheet?
• What are Assets?
• Tangible vs Intangible assets
• Current assets
• Current assets – real life examples
• Non-Current assets
• Non-Current assets – real life examples
• Liabilities
• The Food Chain
• Liabilities – Current vs Non-Current
• Key Ratios : Current Ratio
• Financing- Equity vs Debt
• Shareholder’s Equity
• Equity Share Capital
• When you buy a stock, are you adding to share capital?

Module 45 : Profit & Loss Statement

• Intro to P&L Statement
• Mr. Singh’s Dilemma
• Not everything is an expense
• Something out of nothing?
• What about the Balance Sheet?
• Income/Revenue
• Expenses: Cost of material consumed
• Expenses: Purchase of Stock-in Trade
• Expenses: Change in Inventories
• Expenses: Employee Benefits
• Expenses: Depreciation
• Expenses: Amortization
• Expenses: Finance costs
• Expenses: Exceptional Items
• Expenses: Other costs
• Types of profits

Module 46 : Cash Flow Statement

• Is profit the same as cash?
• What about Mr. Singh?
• Intro to Cash flow statement
• Operating Activities
• Rejecting companies based on Operating Activities
• Investing Activities
• Financing Activities

Module 47 : Financial Ratios

• Rejecting companies based on Reserves & Surplus
• Introduction to Financial Ratios
• Debt to Equity Ratio
• Interest Coverage Ratio
• Operating Margin
• Net profit margin
• ROE
• ROCE

Module 48 : Investing Wisdom 

• Who knew Mr.Market was Bipolar?
• The MultiBagger mindset
• Great Business-Good Price or Good Business-Great Price
• The non-linear nature of market
• Buying a Story
• The Circuit Game
• Turnaround claims
• Should I just hand it over to Mr.Bigshot?
• Rejection is the name of the game
• What about Rakesh Jhunjhunwala?
• Should we copy famous investors
• The Media Gurus
• Digging yourself a deeper hole
• Averaging
• Stop loss in investing
• Stop loss in investing Live
• The Apocalypse Investor

Module 49 : Amibroker – Getting Started

• What is Amibroker
• How to get Amibroker
• Which edition to buy
• Minimum configuration required
• Essential resources
• Let’s take a quick tour
• Introduction to Functions
• Introduction to AFL
• Symbol & Categorization

Module 50 : Working with Charts

• Working with Charts 1
• Working with Charts 2
• Working with Charts 3
• Customizing Charts Colors
• Working with panes
• Using Sheets & Templates
• Bar Replay
• Working with Layers
• Working with Floating Windows

Module 51: Working with Watchlists

• Importance of Watchlists
• Creating a watchlist
• Updating a watchlist
• Deleting a watchlist
• Importing & exporting watchlists

Module 52: Getting Data in Amibroker

• The Big picture
• Authorized vs. Unauthorized vendors
• Getting data from Amifeed

Module 53: Basic AFLs

• Section Begin & End
• Comments
• The Terminator
• printf
• Price Identifiers
• Arrays
• Save time with Snippets
• What are Functions
• Plotting function
• Operators – Arithmetic
• Operators – Assignment
• Operators – Comparision
• Operators – Logical
• Indicators – Moving Averages
• Indicators – RSI
• Indicators – Bollinger Bands
• Indicators – MACD
• Indicators – ADX
• Indicators – Average True Range

Module 54: Plot Charts like a Pro

• Working with Titles
• Plot – PlotOHLC
• Plot – PlotForeign
• Plot – PlotShapes
• Plot – PlotText

Module 55: Pick Your Own Parameters

• Param
• Param Color
• Param Style
• ParamToggle
• Param Date
• Param List
• ParamString
• Param Trigger

Module 56: Working with Time & Date

• DateNum, Time Num
• Date Time
• DateTimeAdd
• DateTimeDiff
• Now()
• Hour(), Minute(), Second()
• DayOfWeek, DayOfYear

Module 57: Pattern Detection Functions

• Inside & Outside
• GapUp & Gap Down
• HighestSince & LowestSince
• Highest High & Lowest Low Values

Module 58: Buying & Selling Functions

• Buy and Sell
• BuyPrice & SellPrice
• ExRem
• Short and Cover

Module 59: Building an Alerting System

• Alerts to output window
• Text alert
• Voice alert
• Pop up alert
• Email alert
• EXE Alert

Module 60: Exploration

• Filter
• Adding Columns
• Adding Text Columns
• AddSummaryRows
• Add Rank Columns
• Making Exploration Colorful

Module 61: Backtesting

• Set Trade Delays
• Let’s run a backtest
• Results of Backtest