Expert Module: Professional Portfolio Management

Duration: 9 hours | Format: 1-on-1 Private Zoom Sessions | Price: $499

What You’ll Master

Transform from a single-strategy trader into a sophisticated portfolio manager. This comprehensive program covers advanced bot optimization, multi-strategy portfolio construction, and institutional-grade risk management techniques.​


Module Breakdown:

Session 1-2: Advanced Market Mechanics (2 hours)

  • Market Microstructure: Order flow, liquidity dynamics, and how institutional traders operate​
  • Market Regimes: Identifying trending vs. ranging vs. volatile market conditions
  • Correlation Analysis: Understanding asset relationships and market interdependencies
  • Economic Indicators: Key data releases that impact your trading algorithms

Session 3-4: Advanced Bot Optimization (2 hours)

  • Parameter Optimization: Fine-tuning bot settings for different market conditions​
  • Multi-Timeframe Strategies: Coordinating bots across different timeframes
  • Strategy Combinations: Running multiple algorithms simultaneously
  • Performance Analysis Deep Dive: Advanced metrics beyond simple profit/loss (Sharpe ratio, maximum drawdown, profit factor)
  • Backtesting vs. Live Performance: Understanding slippage, latency, and real-world execution challenges

Session 5-6: Portfolio Construction (2.5 hours)

  • Modern Portfolio Theory: Diversification principles applied to algorithmic trading​
  • Strategy Allocation: How to distribute capital across multiple bots and instruments
  • Correlation-Based Portfolio Building: Combining strategies with low correlation for smoother equity curves
  • Portfolio Rebalancing: When and how to adjust your strategy allocations
  • Capital Scaling: Growing your trading capital while maintaining risk controls​

Session 7-8: Risk Management & Portfolio Analytics (2 hours)

  • Total Portfolio Risk Measurement: Calculating and monitoring aggregate risk exposure​
  • Value at Risk (VaR) Concepts: Understanding worst-case scenarios
  • Drawdown Management: Strategies to limit portfolio-wide losses
  • Position Sizing Models: Kelly Criterion, fixed fractional, and optimal f​
  • Risk Monitoring Systems: Building dashboards to track real-time portfolio risk
  • Circuit Breakers: Automatic rules to pause trading during extreme conditions

Session 9: Trading Psychology & Long-Term Success (0.5 hours)

  • Emotional Discipline: Managing fear and greed in algorithmic trading​
  • System Trust: Sticking with your strategy through drawdown periods
  • Continuous Improvement: How to evaluate and evolve your trading approach
  • Long-Term Capital Growth Mindset: Compounding returns while preserving capital

Who Should Take This:
Traders serious about building sustainable, long-term trading careers. Ideal for those who’ve mastered the basics and want to manage multiple strategies professionally.​

Prerequisites:

  • Completed Basic Module or equivalent knowledge
  • At least 3 months of experience using trading algorithms
  • Active trading account with capital allocated to algorithmic strategies

Outcome:
You’ll operate like a professional fund manager, running a diversified portfolio of trading algorithms with institutional-grade risk management and performance tracking.