The capstone pulls the whole course together into one piece of work you could show an employer or a professor. Do it after the ten modules. You mark it yourself against the rubric below; it is one of the two requirements for the certificate, with the final exam.
Part A: build a spreadsheet option toolkit containing a multi-leg payoff calculator, a two-step binomial pricer and a Black-Scholes pricer with all five Greeks. Part B: for a real stock, design three strategies for three different views (bullish with limited risk, neutral income, protection of an existing holding) using live prices. For each give the construction, cost, maximum gain and loss, break-evens, position Greeks and exit rules. Part C: in one page, explain which of the three you would choose for a $50,000 account and why, including the main way the trade could fail.
| Criterion | Weight |
|---|---|
| Correctness of the toolkit | 35% |
| Strategy construction and numbers | 35% |
| Risk reasoning | 20% |
| Clarity | 10% |
| Total | 100% |
Score each criterion out of its weight, honestly. A total of 70% or more is a pass. If you score lower, revise the weakest part and mark it again.
When your capstone is finished and marked against the rubric, record your score here. It is stored only in this browser.
Educational content only; not investment, tax or legal advice. Companies, tickers and figures are illustrative examples, not recommendations. Rules, rates and limits change, so check current details with the regulator, exchange or tax authority before relying on them. Worked examples are not forecasts. Written by Elizabeta Dimoska. RiskStock is not a registered dealer or adviser.