DSF : Digital tools and trading strategies

Catalogue des cours de Institut Mines-Télécom Business School

Code

MGFE FIN 6203

Niveau

M2

Discipline

Finance

Langue

Anglais/English

Crédits ECTS

2

Heures programmées

16

Charge totale étudiant

40

Coordonnateur(s)

Département

  • Data analytics, Économie et Finances
  • Programme Grande École

Equipe pédagogique

Introduction au module

This course introduces students to the use of digital tools for financial market analysis and trading strategy design. It covers financial markets, fundamental and technical analysis, market psychology, chart analysis, indicators, volatility, intermarket analysis and international markets. Students apply these tools through the management of a virtual portfolio in teams, using the Société Générale trading room environment, and present their investment and trading analysis through case-study work.

Finalité d'apprentissage (Bloc de compétences)

  • 6. Concevoir et/ou piloter des solutions de gestion innovantes en veillant à garantir une création de valeur soutenable pour toutes les parties prenantes

Objectifs d'apprentissage

  • 6.2 - Optimiser l'usage d'outils adaptés aux différents domaines de gestion, et définir et interpréter les KPI pertinents, afin de mesurer et garantir une création de valeur durable et soutenable pour toutes les parties prenantes.

Traits de compétences

By the end of this PGE M2 course, students will be able to:
1. Analyse the role of financial markets and distinguish fundamental analysis from technical analysis in investment and trading decisions.
2. Interpret price charts, market trends and major chart patterns by relating them to market psychology and investor behaviour.
3. Use a technical analysis platform to configure market indicators, monitor financial instruments and support trading decisions.
4. Apply technical indicators, oscillators and volatility measures to analyse market dynamics across different time horizons.
5. Combine technical analysis, fundamental analysis and intermarket analysis to formulate investment and trading strategies.
6. Manage a virtual portfolio in teams by applying market analysis tools, defining trading decisions and monitoring portfolio performance.
7. Present and justify a trading strategy and portfolio management approach using structured financial arguments and appropriate digital tools.

Contenu : structure du module et agenda

1. Introduction to Financial Markets, Fundamental Analysis and Technical Analysis
2. Technical Analysis of Financial Markets
2.1 Historical overview
2.2 Market psychology
2.3 Price representation
2.4 Main chart patterns and their psychological meaning
3. Technical Analysis Platform
3.1 Presentation of the technical analysis platform
3.2 Platform configuration
3.3 Presentation of the case study
4. Technical Analysis of Financial Markets: Further Topics
4.1 Indicators and oscillators
4.2 Volatility
4.3 Fractal structure of markets
4.4 Time in financial markets and the psychology of time
5. Intermarket Analysis
6. Technical Analysis and International Markets
7. Combining Technical and Fundamental Analysis
7.1 Use of technical analysis alongside fundamental analysis
7.2 Application to investment approaches
7.3 Application to trading strategies
8. Live Financial Market Session
8.1 One live trading day on financial markets
8.2 Group case-study presentations during key market moments
8.3 Debriefing of the case-study presentations
9. Advanced Technical Analysis and Trading Room Practice
9.1 Presentation of the speaker’s trading room
9.2 The right-hand side of the chart
9.3 Contrarian analysis
9.4 Financial press, market consensus, professionals and retail investors
10. General Conclusion

Contribution à l'atteinte des ODD (Objets du Développement Durable)

SDG 9 – Industry, Innovation and Infrastructure: This course contributes to SDG 9 by developing students’ ability to use digital financial-market tools and data-driven analysis methods to support innovation in investment and trading practices.

Nombre d'ODD abordés parmi les 17

1

Apprentissage

synchrone

Méthode pédagogique

The course combines lectures and practical application through the management of a virtual portfolio in teams using the Société Générale trading room environment. Lectures introduce the concepts, tools and analytical frameworks used in financial market analysis and trading. Practical sessions require students to apply technical analysis, fundamental analysis and market monitoring tools to real-time or simulated market situations. Group work and case-study presentations allow students to justify their portfolio decisions and receive feedback on their trading strategies.

Système de notation et modalités de rattrapage

Attendance is mandatory for this course.
The assessment evaluates students’ ability to use digital tools for financial market analysis, portfolio management and trading strategy design. It measures their capacity to interpret market information, apply technical and fundamental analysis, manage a virtual portfolio, justify trading decisions and communicate a structured investment analysis.
The final grade is composed of two equally weighted components:
• Portfolio management component: 50% of the final grade. This component is based on the management of a virtual portfolio and is composed of:
o Individual oral presentation: 50% of the portfolio management component, corresponding to 25% of the final grade;
o Group project report: 50% of the portfolio management component, corresponding to 25% of the final grade.
• Quantitative analysis of financial information: 50% of the final grade.
Unjustified absences will result in a penalty equal to 20% of the module grade.
The second-chance assessment, CF2, consists of a written in-class exam.

Règlement du module

1. Professor–Student Communication
The professor will communicate with students through their institutional school email address (IMT-BS/TSP) and/or the Moodle portal. No communication will be sent to personal email addresses. Students are responsible for regularly checking their IMT-BS/TSP mailbox and Moodle announcements.
Students may contact the professor by email using the professor’s institutional email address. When necessary, students may meet the professor during office hours or by appointment.
2. Students with Accommodation Needs
Students who have a disability or any specific accommodation need that may affect their ability to complete the required work must inform the professor during the first class, in order to facilitate the necessary arrangements in accordance with the school’s applicable procedures.
3. Class Attendance and Behaviour
Students are expected to attend class, arrive on time and behave respectfully throughout the session.
Unless explicitly authorised by the professor, the use of electronic devices, including computers, mobile phones and tablets, is prohibited during class. Students are not allowed to take photos, videos or audio recordings in the classroom without the professor’s explicit consent.
Students must avoid disruptive or disrespectful behaviour, including arriving late, leaving early, sleeping, reading non-course material, using inappropriate language, speaking over others, eating or drinking during class, or engaging in any behaviour that disturbs the class. A warning may be given for a first violation. Repeated violations may lead to penalties, exclusion from the class and/or disciplinary proceedings.
A delay of up to 10 minutes is tolerated at the beginning of class. Attendance will be recorded on Edusign during this 10-minute period using a QR code provided by the professor at the start of each session.
Leaving the classroom before the end of the session without the professor’s approval will be considered an absence.
In the case of remote learning, students must keep their camera on unless instructed otherwise by the professor.
4. Exams and Assessments
Students must arrive on time for exams and other assessments. A delay of up to 10 minutes is tolerated.
No student may continue the exam once the allocated time is over. No student may leave the room during an examination unless they have finished the exam and handed in all required documents.
Only the following items are allowed during exams:
• pens;
• student card;
• a non-programmable calculator, or a programmable calculator with activated EXAM mode.
All other items are prohibited.
Possession of any unauthorised electronic device, even if turned off, will be considered cheating.
Possession of a programmable calculator without activated EXAM mode, even if turned off, will be considered cheating.
A random check may be carried out after students are instructed to activate EXAM mode. Failure to prove that EXAM mode has been activated after this instruction will be considered cheating.
Students are responsible for knowing how to activate EXAM mode on their calculator before the exam.
Any violation of the instructions given by the professor or the examination supervision team will be reported to the Discipline Committee.

Références obligatoires et lectures suggérées

1. Murphy, J. J., Technical Analysis of the Financial Markets.
2. Kirkpatrick, C. D. and Dahlquist, J. R., Technical Analysis: The Complete Resource for Financial Market Technicians.
3. Pring, M. J., Technical Analysis Explained.
4. Edwards, R. D., Magee, J. and Bassetti, W. H. C., Technical Analysis of Stock Trends.
5. Bodie, Z., Kane, A. and Marcus, A. J., Investments.
6. Grinold, R. C. and Kahn, R. N., Active Portfolio Management.
7. Chan, E. P., Algorithmic Trading: Winning Strategies and Their Rationale.
8. Lo, A. W. and MacKinlay, A. C., A Non-Random Walk Down Wall Street.

Mots-clés

Digital trading tools; financial markets; technical analysis; fundamental analysis; market psychology; chart patterns; indicators; oscillators; volatility; intermarket analysis; trading strategies; virtual portfolio; portfolio management; market timing; contrarian analysis.

Prérequis

ACC 3403 EN (equivalent ACC 3003 FR), FIN3409 EN (equivalent FIN 3009 FR), INF 3403 EN (equivalent INF 3003 FR), LinkedIn Learning - Statistics Foundations 1 and 2