Building an AI Agent for Value Investing

A step-by-step guide for beginners

Resources for Building Your Value Investing AI Agent

This page provides a comprehensive collection of resources to help you continue learning and improving your value investing AI agent. Whether you're looking to deepen your understanding of value investing principles, enhance your programming skills, or explore advanced AI techniques, you'll find valuable resources here.

Value Investing Resources

Books

  • The Intelligent Investor by Benjamin Graham - The definitive book on value investing
  • Security Analysis by Benjamin Graham and David Dodd - The foundational text on fundamental analysis
  • Value Investing: From Graham to Buffett and Beyond by Bruce Greenwald - Modern perspectives on value investing
  • The Little Book That Still Beats the Market by Joel Greenblatt - A simple approach to value investing
  • Margin of Safety by Seth Klarman - Risk-averse value investing strategies

Online Courses

Websites and Blogs

Financial Data Resources

Free Data APIs

Paid Data Services

SEC Data

Python Programming Resources

Python for Finance

Data Analysis Libraries

Visualization Libraries

  • Matplotlib - Basic plotting library
  • Seaborn - Statistical data visualization
  • Plotly - Interactive visualizations
  • Bokeh - Interactive web visualizations

Web Development Resources

Python Web Frameworks

  • Streamlit - Easiest way to create data apps in Python
  • Flask - Lightweight web framework
  • FastAPI - Modern, fast web framework
  • Django - Full-featured web framework

Frontend Development

  • React - JavaScript library for building user interfaces
  • Tailwind CSS - Utility-first CSS framework
  • Bootstrap - CSS framework for responsive design
  • Chart.js - JavaScript charting library

Deployment Platforms

  • Heroku - Platform as a service for easy deployment
  • AWS - Comprehensive cloud platform
  • Google Cloud - Google's cloud platform
  • Vercel - Platform for frontend frameworks and static sites

AI and Machine Learning Resources

Machine Learning for Finance

  • Advances in Financial Machine Learning by Marcos López de Prado - Advanced ML techniques for finance
  • Machine Learning for Algorithmic Trading by Stefan Jansen - Practical ML for trading
  • Machine Learning for Trading (Coursera) - Specialization by Google Cloud and New York Institute of Finance

Deep Learning

Natural Language Processing

Sample Projects and Code

GitHub Repositories

  • PyPortfolioOpt - Portfolio optimization in Python
  • Microsoft Qlib - AI-oriented quantitative investment platform
  • MLFinLab - Implementations from "Advances in Financial Machine Learning"
  • stockstats - Technical analysis indicators in Python

Complete Projects

Communities and Forums

Reddit Communities

Forums and Q&A Sites

Professional Networks

Newsletters and Podcasts

Newsletters

Podcasts

YouTube Channels

Next Steps in Your Learning Journey

Suggested Learning Paths

Based on your interests, here are some recommended learning paths to continue developing your skills:

Path 1: Deepen Your Value Investing Knowledge

  1. Read "The Intelligent Investor" by Benjamin Graham
  2. Take the Coursera "Value Investing" course
  3. Study Warren Buffett's annual letters to shareholders
  4. Practice analyzing financial statements of real companies
  5. Join value investing communities to discuss ideas

Path 2: Enhance Your Technical Skills

  1. Improve your Python skills with "Python for Finance"
  2. Learn more about data visualization with Plotly and Matplotlib
  3. Study SQL for more efficient data handling
  4. Explore web development with Flask or Streamlit
  5. Practice building small projects that solve specific problems

Path 3: Explore Advanced AI Techniques

  1. Study machine learning fundamentals with scikit-learn
  2. Learn about time series analysis for financial data
  3. Explore natural language processing for sentiment analysis
  4. Experiment with deep learning for price prediction
  5. Implement reinforcement learning for portfolio optimization

Path 4: Build a Production-Ready System

  1. Learn about software architecture and design patterns
  2. Study database design for financial applications
  3. Explore cloud deployment options (AWS, GCP, Azure)
  4. Implement proper testing and monitoring
  5. Consider scaling issues and performance optimization

Feedback and Contributions

We're always looking to improve this guide and add more resources. If you have suggestions, corrections, or want to contribute additional resources, please reach out to us.

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