Assignments
Course Assignments
All assignments are group projects (up to five students per group). Each week’s exercises are due on Tuesday at 11:59 pm. Upload your zip file to Canvas.
Click on an exercise to download the PDF.
Week 1: AI Fundamentals & Exploring Claude (due March 24)
| 1A | AI Use Cases in Finance | |
| 1B | Interactive Bond Pricing App | |
| 1C | AI as a Thinking Partner |
Week 2: Portfolio Optimization & Claude Code (due March 31)
| 2A | Tangency Portfolio | |
| 2B | Loan Portfolio Risk Analysis | |
| 2C | M&A Due Diligence | |
| 2D | Portfolio Consolidation |
Week 3: Company Valuation & Skills (due April 7)
| 3A | Two-Stage DCF Model | |
| 3B | Monte Carlo Valuation | |
| 3C | Capital Budgeting with Option Value | |
| 3D | Build a Finance Analysis Skill |
Week 4: Verification & Agents (due April 14)
| 4A | Capital Budgeting Case Analysis | |
| 4B | Data Agent | |
| 4C | Options Data Dashboard |
Week 5: Data Tools & Financial Documents (due April 21)
| 5A | Build a RAG Chatbot | |
| 5B | Small Model vs. Frontier Model | |
| 5C | Valuation of Magnolia Oil & Gas |
Week 6: AI in Trading and Markets (due April 28)
| 6 | Wealth Management Agent |