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R is For Finance? Most Definitely – Part One

A Conversation with Jeff Ryan on the Origins of Chicago’s R/Finance Conference, and the Challenge of AI.

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R is For Finance? Most Definitely – Part Two

In finance, though, Ryan believes that AI-driven quant and systematic trading face a difficult underlying challenge: trying to remove biases.

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October 2024 Highlights from the IBKR Quant Blog

Are you interested in recent updates on Quant and Algo Trading? Make sure to check out the following articles.

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Time-Series of Implied Shocks Using Principal Component Analysis

Implied shocks are a valuable tool for scenario analysis and often used to assess the impact of a change in a variable on a portfolio.

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How to Install R and RStudio

This tutorial guides you through installing R and RStudio on Windows or Mac.

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R: A Simple Replication of Cointegration Test Results

This post is a straightforward replication of the Johansen cointegration test results from Johansen and Juselius (1990) using R urca package.

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Algorithmic Trading: What it is, How to Start, Strategies, and More – Part II

Develop skills in statistics, time-series analysis, and using tools like Python, Matlab and R. Focus on problem-solving and data analysis.

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Coding Order Functions with the IBrokers Package

This tutorial introduces you to essential order functions such as reqIds, twsOrder, placeOrder and cancelOrder.

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The Value of an Option at Expiration

One thing that is known and always unchanging, however, is the value of a given option contract at expiry. This is the most fundamental thing about an option.

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A General Approach for Exploiting Statistical Arbitrage Alphas

Statistical arbitrage is a well-understood concept: find pairs or baskets of assets you expect to move together, wait for them to diverge, and bet on them converging again.

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Long Options Payoff Profiles

In this article, we explore the payoff to holding long options positions.

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R Code Snippet: Transform from Long Format to Wide Format

This post introduces a simple R code snippet for transforming the long format data to the wide format.

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Pricing of FX Forward in R and Excel

This post explains how to price an FX forward.

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March 2025 Highlights from the IBKR Quant Blog

Discover these valuable resources on quant and Algo Trading!

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Kris Boudt Part One: Quant Innovator, Professor, Entrepreneur

Kris Boudt, Professor, quant analyst, co-founder of Sentometrics, and devoted participant in Chicago’s annual Open Source Quantitative Finance Conference (formerly R/Finance), lights up when he speaks...

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Kris Boudt Part Two: The R/Finance Conference

That's what the R Finance conference is all about — forming and engaging with a community.

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Functions Applied to Vectors in Quantitative Analysis in R: Performing...

The usage of functions in R is a solid tool to build quantitative analysis and payment traceability of a wide variety of financial databases.

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Kris Boudt Part Three: Sentometrics, A Match Made in Belgium

In 2012, quantitative research and development innovator Kris Boudt became a guest professor at the University of Illinois in Chicago, working with colleagues on portfolio applications with...

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yfscreen: Yahoo Finance Screener in R and Python

The core functionality of the yfscreen package abstracts the complexities of interacting with Yahoo Finance APIs, such as session management, crumb and cookie handling, query construction, pagination,...

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May 2025 Highlights from the IBKR Quant Blog

Recent articles include interviews with quantitative analysts, as well as discussions on general topics and tutorials related to R, Python and Excel programming.

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