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From beginner to independent analyst: industry analysis, DCF valuation, equity research, technical strategy, and quantitative backtesting.
8 modules · 47 lessons
Industry and business analysis, advanced financial statement analysis, valuation the analyst's core skill, equity research and the investment case, a minor project writing a full equity research report, technical analysis and trading strategy, quantitative screening and backtesting, and a major project backtesting a strategy and managing a portfolio.
Stock Market and Investment Analysis with Ucanly, Level 2 Intermediate, takes you from beginner to independent analyst. This is an educational program in financial analysis. Ucanly and its mentors are not registered investment advisors, this course is not investment advice, and nothing in it is a recommendation to buy or sell any security. All markets carry genuine risk of loss, and every project in this level uses simulated data, historical data, backtesting, and paper trading only, with no real money. Built for practitioners who have completed the Beginner level or have working knowledge of financial statements, basic ratios, fundamental analysis, and portfolio basics, this program goes deep into industry and competitive analysis, quality of earnings, and DCF and relative valuation. In your minor project in week six, you will produce a complete equity research report on a real company, with an industry and moat analysis, a full three statement understanding, a DCF and relative valuation, a target range, risks, and a defended investment recommendation. You will then build rule based trading strategies, learn Python for investment analysis, and backtest strategies honestly while guarding against overfitting and survivorship bias. You will graduate having built a full backtested strategy and managed simulated portfolio in your week ten major project, across Indian and global markets, with a written strategy, historical backtest and metrics, risk controls, live paper tracking, and a live review defended to Ucanly mentors.
Complete this course to earn a verified Ucanly certificate you can add to your profile, share on LinkedIn, and showcase to employers as proof of the skills you've built.
No. This is an educational program in financial analysis. Ucanly and its mentors are not registered investment advisors, this course is not investment advice, and nothing in it is a recommendation to buy or sell any security. Real financial decisions should be based on your own judgement and, where needed, a SEBI registered adviser.
It is recommended, but working knowledge of financial statements, basic ratios, fundamental analysis, and portfolio basics is sufficient to start.
Yes, your minor project is a complete equity research report on a real company, with an industry and moat analysis, a full three statement understanding, a DCF and relative valuation, a target range, risks, and a defended investment recommendation.
A full backtested strategy and managed simulated portfolio across Indian and global markets, with a written strategy, historical backtest and metrics, risk controls, live paper tracking, and a live review defended to Ucanly mentors.