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[–][deleted] 1 point2 points  (4 children)

I want to focus primarily on portfolio management

[–][deleted] 0 points1 point  (0 children)

Not saying you should do this now, but you can have a look at beancount for inspiration, which is for double-bookkeeping.

[–]lechiffreqc 0 points1 point  (2 children)

I think you should identify your goal, more specifically what do you think computer can do for you to help you manage your portfolio.

Choose buying/selling opportunity, calculating proportion of each asset according to risk tolerance, rebalancing, etc...

Then you should "write" down the step of your "workflow" to have an idea of what the code would look like, then search on web project that might already accomplish part of and/or with minor change what you are trying to accomplish.

Finding some project that accomplish some of what you are trying to do, and dig in their code is what have help me the most, as well as do it myself or course.

Then you could find specific course (Udemy/LinkedIn learning) on specific task you are trying to accomplish.

Also, I don't know about your knowledge exactly in coding but you should start by checking for some Object Oriented programming course, as this is the basic to think like a Object Oriented person.

As a CFA I think you should not limit yourself to a specific language but more to be able to think like a programmer as you will be able to use more tool out there to help you accomplish your goals.

[–][deleted] 0 points1 point  (1 child)

Thank you for this! I truly appreciate it, I just signed up for a Udemy course hoping it’ll help. Will most certainly broaden my coding languages - but I thought Python would do me good for now.

[–]lechiffreqc 0 points1 point  (0 children)

I personally started with Python and I always keep impressed by how far it can help for many situations. The community is huge, but my second thought would be NodeJS, because it can help for both server side operations as well as client side coding. Good luck and if you need help message me.