[HN Gopher] Show HN: Quantus - LeetCode for Financial Modeling
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       Show HN: Quantus - LeetCode for Financial Modeling
        
       Hi everyone,  I wanted to share Quantus, a finance learning and
       practice platform I'm building out of my own frustration with
       traditional resources.  As a dual major in engineering and finance
       who started my career at a hedge fund, I found it challenging to
       develop hands-on financial modeling skills using existing tools.
       Platforms like Coursera, Udemy, Corporate Finance Institute (CFI),
       and Wall Street Prep (WSP) primarily rely on video-based tutorials.
       While informative, these formats often lack the dynamic,
       interactive, and repetitive practice necessary to build real
       expertise.  For example, the learning process often involves:  -
       Replaying videos multiple times to grasp key concepts.  -
       Constantly switching between tutorials and Excel files.  - Dealing
       with occasional discrepancies between tutorial numbers and the
       provided Excel materials.  To solve these problems, I created
       Quantus--an interactive platform where users can learn finance by
       trying out formulas or building financial models directly in an
       Excel-like environment. Inspired by LeetCode, the content is
       organized into three levels--easy, medium, and hard--making it
       accessible for beginners while still challenging for advanced
       users.  Our growing library of examples includes:  - 3-statement
       financial models  - Discounted Cash Flow (DCF) analysis  -
       Leveraged Buyouts (LBO)  - Mergers and Acquisitions (M&A)  Here's a
       demo video to showcase the platform in action.
       https://www.youtube.com/watch?v=bDRNHgBERLQ  I'd love to hear your
       thoughts and feedback! Let me know what other features or examples
       you'd find useful.
        
       Author : misstercool
       Score  : 179 points
       Date   : 2024-12-12 12:04 UTC (10 hours ago)
        
 (HTM) web link (quantus.finance)
 (TXT) w3m dump (quantus.finance)
        
       | StarlaAtNight wrote:
       | Love this! Will try it out
        
         | misstercool wrote:
         | Thank you!
        
       | westurner wrote:
       | How does your solution differ from JupyterHub + ottergrader or
       | nbgrader? What about Kaggle Learn?
       | 
       | From taking the Udacity AI Programming in Python course, it looks
       | like Udacity has a Jupyter Notebooks -based LMS LRS CMS platform.
       | 
       | How does your solution differ from the "Quant Platform" which
       | hosts [Certificate in] "Python for Finance":
       | https://home.tpq.io/pqp/
       | 
       | Do you award (OpenBadges) educational credentials as Blockcerts
       | (W3C VC Verifiable Claims, W3C DIDs Decentralized Identifiers,)
       | with blockchain-certificates/cert-issuer?
       | https://github.com/blockchain-certificates/cert-issuer#how-b...
        
         | misstercool wrote:
         | Our goal is to help users improve their finance and accounting
         | knowledge. This includes acing job interviews and learning how
         | to create different financial models for varied sectors.
         | Currently, we have no plans to provide coding lessons or
         | provide certificates.
        
       | edweis wrote:
       | Great interface. I love the fact we can use Google Sheet to do
       | the math.
        
         | misstercool wrote:
         | thanks! IMO, excel spreadsheet is like the compiler for finance
         | folks, there is no better way to learning and practising
         | finance on this interface.
        
       | coffeecantcode wrote:
       | Just signed up, really looking forward to sharpening my financial
       | modeling skills, even after graduating and moving into a field
       | where I don't do that sort of thing anymore.
       | 
       | Any plans to create a native mobile application? I couldn't seem
       | to find one on the App Store.
        
         | misstercool wrote:
         | That's an excellent query! Many have asked for a mobile app.
         | Right now, we're improving the desktop version as Excel works
         | best on it. Making Excel easy to use on a mobile app isn't
         | easy. Our plan is to first make a mobile app centered around
         | finance quizzes and concepts. Then, we'll aim to provide a
         | complete Excel experience for financial modeling on mobile.
        
           | coffeecantcode wrote:
           | The mobile spreadsheet problem is definitely a hurdle, I
           | think finance quizzes would be great to have on the go as a
           | supplemental education piece.
           | 
           | Breaking down the formulas that work in certain situations or
           | how certain modeling strategies are implemented
           | _conceptually_ could also lend well to a mobile platform
           | without also requiring a "mobile spreadsheet" approach, which
           | in all honesty sounds like a nightmare development process.
           | 
           | Either way, love the platform and wishing you all the best!
        
             | misstercool wrote:
             | great suggestions, thanks!
        
       | iknownthing wrote:
       | People generally use leetcode to prepare for interviews and
       | learning is kind of a side-effect so I'm curious are these
       | questions similar to those you would find in interviews (i.e.
       | like leetcode) or is it more for general learning purposes?
        
         | misstercool wrote:
         | The current stage of finance interview is a little bit like
         | coding interview 20 years ago, pre-leetcode time, where you
         | write sudo code on a paper to answer some coding challenges.
         | The coding interview nowadays are quite advanced, I believe
         | Leetcode plays huge role.
         | 
         | The best way of learning financial modeling is by doing it on
         | the excel. Even though many finance technical interviews still
         | focus on behavior type of questions, discussing your model-
         | building approach and assumptions. By practising different
         | scenarios on Excel, timeboxing it, it will help you refine your
         | responses during the interview.
        
           | finnh wrote:
           | (may have been autocorrect, but just fyi "pseudocode")
        
             | misstercool wrote:
             | oh...thanks, apologize for my typo
        
         | teeray wrote:
         | "Thanks for interviewing with us at H&R Block. I'm sure you'll
         | be great at helping people file their Income Taxes. In the next
         | 45 minutes, we would like you to examine this conference room
         | full of Banker's Boxes of records for a Fortune 500 company
         | accused of financial wrongdoing. You must determine whether
         | they are guilty or not, and if guilty, the nature and extent of
         | their crime."
        
       | jbs789 wrote:
       | This looks really technically impressive.
       | 
       | As someone who has worked in financial services for close to 20
       | years now, what I find interesting is how the experienced deal
       | makers/traders/entrepreneurs have established mental models about
       | how things work, then when evaluating a deal distill that down to
       | a handful of reasons to do it (or not).
       | 
       | So the hard part is knowing what to focus on, which changes based
       | on the environment and over time, rather than constructing the
       | excel model.
        
         | misstercool wrote:
         | Absolutely, the current platform is designed to help beginners
         | and intermediate learners to hone their technical skills. I am
         | considering expanding in areas such as allowing users to share
         | their models and strategies. I understand it can be daunting
         | for newcomers to an industry to figure out the best way to
         | construct models. What are your thoughts on this?
        
           | barrenko wrote:
           | In all seriousness, would this help me with something like
           | CFA related certification? What other resources would you
           | recommend to go along with Quantus?
        
       | jkcchan wrote:
       | really cool, very slick. the beginner content feels very AI
       | gen'd, which isn't necessarily a problem. my eyes are conditioned
       | to glaze over this type of content, so maybe my issue haha. but i
       | really like the concept, and agree there's a huge gap in the
       | landscape for a tool like this, so great work!
        
         | misstercool wrote:
         | Sure! While beginner content isn't unique, chatGPT can handle
         | such questions effectively. Our main aim is to create a mind
         | map that helps users understand concepts deeply and apply them
         | to build various financial models.
        
       | mdrzn wrote:
       | Looks interesting! Is it free? I don't see any pricing page.
        
         | misstercool wrote:
         | Yep, it is free for now. The current focus is retention,
         | iterate the app and the content.
        
       | itissid wrote:
       | Great work on the tool. Looks really useful for basic modeling
       | for a businesses who need this.
       | 
       | As a salaried person I would like to see a version of this tool
       | for planning ones own portfolios.
       | 
       | 0. Set your risk parameters: Maximum drawdown, expected returns,
       | time horizon, fixed income needed, broker platform etc.
       | 
       | 1. Pick ETFs from a specific brokerage that match and find
       | different kinds of ETFs for different asset classes, different
       | startegies(US, ex-US, Currency Hedged, Buffer, Bullet Shares).
       | 
       | 2. Tools: Rebalancer, be able to find what ETFs are
       | cheap/expensive based on current evaluations(P/E) and Historical
       | data. Like when fed is raising rates one can invest more in Bond
       | Funds(like Bullet Share) that lock in that yield incrementally
       | and vice versa.
        
       | 101008 wrote:
       | This looks amazing and one of the things I'd love to try if I'd
       | have infinite time*
       | 
       | * Not that I use my time wisely, but lately I feel very tired
       | when I am on my free/own time, so I don't want to do anything
       | that would require concentration.
        
       | mclau156 wrote:
       | I have attempted to do financial modeling practice with ChatGPT
       | and Claude, but they struggle to come up with interesting data
       | needed to make any real insights, is this really just testing our
       | knowledge of which business terms to use and which functions to
       | use, or is there enough good data to require some ingenuity to
       | gain insights from?
        
         | misstercool wrote:
         | Yea, I might do more in depth AI integration in the future. The
         | hint function has been the most popular one in assassinating
         | users learning how to solve the financial modeling problems.
         | This platform is designed with the goal of assisting users in
         | enhancing their practical skills in financial modeling.
        
           | neilv wrote:
           | > _The hint function has been the most popular one in
           | assassinating users_
           | 
           | That's the effect of LeetCode on the field of software
           | development.
        
       | matt3210 wrote:
       | Well... there goes a few weekends of my life wasted. Thanks
        
       | fHr wrote:
       | Cool, will try this out!
        
       | josh_carterPDX wrote:
       | Thank you for building something like this. Financial modeling
       | can be daunting, but I think it's the most important tool for
       | entrepreneurs to have in order to understand how best to run
       | their business. Can't wait to spend some time playing with this
       | tool!
        
       | stonlyb wrote:
       | What are the next set of library additions you're planning? Will
       | tune in for when you release something on VC term sheets,
       | convertible note / SAFE note conversions, and Techno Economic
       | Analysis.
        
         | misstercool wrote:
         | love this idea!
        
       | noleary wrote:
       | Brings me back to my many evenings and weekends spent poring over
       | Breaking into Wall Street PDFs :)
       | 
       | This is really awesome
        
         | misstercool wrote:
         | +1, so true!
        
       | jbs789 wrote:
       | These are always interesting to me bc people respond with
       | suggestions for changes.
       | 
       | But what's the authors overall objective? Is it to create a
       | marketable product? For whom?
        
       | s0rr0wskill wrote:
       | Who is the target audience for this?
       | 
       | As someone who has a CS background but would like to learn more
       | about finance but not get too deep into the weeds of math &
       | statistics, would this be a good resource? Or is this more for
       | people who want to break into quant and practice/learn concepts
       | for interviews?
        
         | thethimble wrote:
         | Judging by the content this is probably for people interested
         | in moving into investment banking.
         | 
         | Doesn't look like stats or advanced math is a major
         | prerequisite.
        
           | misstercool wrote:
           | Yep, no stats or advanced math is needed. My primary focus is
           | to cater to beginner and intermediate users.
           | 
           | For beginners, it is a good tool to understand the basic
           | finance and accounting concepts. It is interactive, you can
           | practice the formulas via quizzes, much more fun than reading
           | a textbook. I suggest you try financial statement module.
           | 
           | For intermediate users, you can practice financial modeling
           | by solving generic modeling problems (3-statements, DCF, LBO,
           | M&A). It will help you build the muscle memory of using the
           | functions/formulas.
           | 
           | For advanced users, I am planning to onboard more industry
           | specific modeling content and practice cases.
        
       | headelf wrote:
       | Isn't the purpose of AI so I don't have to learn this?
        
         | misstercool wrote:
         | Just my personal opinion, feel free to disagree ;). There are
         | few issues preventing finance being replaced by AI.
         | 
         | 1. The large portion of finance is customization. AI works on
         | the simple models, but it may struggle to perform adequately
         | with complex, company-specific situations. Take pilot as
         | example, it is an accounting and bookkeeping company with the
         | combination of tech solution and human services. There is
         | always human in the loop.
         | 
         | 2. Finance deals with the numbers, the bar of accuracy is very
         | high.
         | 
         | However, I believe AI can make learning finance much simpler,
         | that is why I build this platform.
        
         | headcanon wrote:
         | Rest assured that the prevalence of AI means these skills will
         | be even more important somehow. AI just made writing and coding
         | skills even more important, not less, and I'd imagine the same
         | will be true of finance and accounting.
        
       | curious_cat_163 wrote:
       | Just signed up. Would be cool to learn about Derivates!
       | 
       | I have an earnest question and I reckon you might have given it
       | some thought. Is teaching financial modeling to humans a growing
       | market? If so, why do you think that?
       | 
       | If you think not, is the idea here to test this space for a
       | product that comes down the road? :)
        
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       (page generated 2024-12-12 23:00 UTC)