# FINANCE 676: Applied Security Analysis and Investment Management II | UW–Madison [View on UW Courses](https://uwcourses.com/courses/FINANCE_676) ## Dataset ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ### repository twangodev/uwcourses ### schema version 6 ### importer version 7 ### projection id 52a78527ff09011d88cb04c7d43867d9fbfec2930bf1dd2ec359ebd2844e0b07 ### observed at 2026-09-07T15:55:43.033547+00:00 ### built at 2026-09-10T19:50:42.743001+00:00 ### courses 8951 ### current instructors 5754 ### limited false ### terms * 1272 * 1264 * 1262 * 1254 * 1252 * 1244 * 1242 * 1234 * 1232 * 1224 * 1222 * 1212 * 1204 * 1202 * 1194 * 1192 * 1184 * 1182 * 1174 * 1172 * 1164 * 1162 * 1154 * 1152 * 1144 * 1142 * 1134 * 1132 * 1124 * 1122 * 1114 * 1112 * 1104 * 1102 * 1094 * 1092 * 1084 * 1082 * 1074 * 1072 ### term 1272 ### departments | subject | count | | --------- | ----- | | AAE | 90 | | ABT | 20 | | ACCTIS | 36 | | ACTSCI | 14 | | AFAERO | 10 | | AFRICAN | 87 | | AFROAMER | 71 | | AGROECOL | 21 | | AMERIND | 53 | | ANAT\&PHY | 7 | | ANATOMY | 2 | | ANESTHES | 8 | | ANSCI | 57 | | ANTHRO | 95 | | ART | 125 | | ARTED | 10 | | ARTHIST | 121 | | ASIALANG | 129 | | ASIAN | 109 | | ASIANAM | 28 | | ASTRON | 38 | | ATMOCN | 69 | | BIOCHEM | 51 | | BIOCORE | 10 | | BIOLOGY | 14 | | BIOMDSCI | 18 | | BME | 66 | | BMI | 41 | | BMOLCHEM | 10 | | BOTANY | 69 | | BSE | 44 | | C\&ESOC | 73 | | CBE | 48 | | CHEM | 101 | | CHICLA | 52 | | CIVENGR | 133 | | CLASSICS | 47 | | CNP | 10 | | CNSRSCI | 50 | | COMARTS | 137 | | COMPBIO | 15 | | COMPLIT | 11 | | COMPSCI | 138 | | COUNPSY | 78 | | CRB | 19 | | CS\&D | 71 | | CSCS | 40 | | CURRIC | 193 | | DANCE | 93 | | DERM | 8 | | DS | 88 | | DYSCI | 35 | | ECE | 155 | | ECON | 145 | | EDPOL | 114 | | EDPSYCH | 97 | | ELPA | 70 | | EMA | 53 | | EMERMED | 17 | | ENGL | 206 | | ENTOM | 40 | | ENVIRST | 148 | | EP | 15 | | EPD | 67 | | ESL | 16 | | F\&WECOL | 60 | | FAMMED | 22 | | FINANCE | 50 | | FOLKLORE | 40 | | FOODSCI | 43 | | FRENCH | 63 | | GEN\&WS | 145 | | GENBUS | 72 | | GENECSLR | 17 | | GENETICS | 60 | | GEOG | 113 | | GEOSCI | 83 | | GERMAN | 82 | | GLE | 48 | | GNS | 38 | | GREEK | 27 | | HDFS | 41 | | HEBR-BIB | 13 | | HEBR-MOD | 10 | | HISTORY | 233 | | HISTSCI | 56 | | HONCOL | 13 | | ILS | 43 | | INFOSYS | 9 | | INTEGART | 7 | | INTEGSCI | 22 | | INTER-AG | 18 | | INTER-HE | 11 | | INTER-LS | 22 | | INTEREGR | 16 | | INTLBUS | 21 | | INTLST | 50 | | ISYE | 83 | | ITALIAN | 53 | | JEWISH | 56 | | JOURN | 88 | | KINES | 128 | | LACIS | 26 | | LANDARC | 61 | | LATIN | 24 | | LAW | 120 | | LEGALST | 48 | | LINGUIS | 35 | | LIS | 89 | | LITTRANS | 78 | | LSC | 52 | | M\&ENVTOX | 7 | | MARKETNG | 62 | | MATH | 153 | | MDGENET | 8 | | ME | 130 | | MEDHIST | 43 | | MEDICINE | 60 | | MEDIEVAL | 32 | | MEDPHYS | 39 | | MEDSC-M | 29 | | MEDSC-V | 41 | | MHR | 68 | | MICROBIO | 45 | | MILSCI | 16 | | MM\&I | 22 | | MOLBIOL | 6 | | MS\&E | 59 | | MUSIC | 165 | | MUSPERF | 126 | | NAVSCI | 20 | | NE | 44 | | NEURODPT | 11 | | NEUROL | 7 | | NEURSURG | 4 | | NTP | 11 | | NURSING | 111 | | NUTRSCI | 65 | | OBS\&GYN | 18 | | OCCTHER | 39 | | ONCOLOGY | 14 | | OPHTHALM | 5 | | OTM | 43 | | PATH | 34 | | PATH-BIO | 29 | | PEDIAT | 26 | | PHARMACY | 31 | | PHILOS | 77 | | PHMCOL-M | 11 | | PHMPRAC | 45 | | PHMSCI | 60 | | PHYASST | 37 | | PHYSICS | 88 | | PHYSIOL | 3 | | PHYTHER | 37 | | PLANTSCI | 52 | | PLPATH | 35 | | POLISCI | 192 | | POPHLTH | 58 | | PORTUG | 33 | | PSYCH | 101 | | PSYCHIAT | 22 | | PUBAFFR | 54 | | PUBLHLTH | 23 | | RADIOL | 11 | | REALEST | 41 | | RELIGST | 90 | | RHABMED | 9 | | RMI | 24 | | RP\&SE | 102 | | S\&APHM | 17 | | SCANDST | 73 | | SLAVIC | 89 | | SOC | 149 | | SOCWORK | 87 | | SOILSCI | 46 | | SPANISH | 83 | | SRMED | 21 | | STAT | 94 | | STDYABRD | 52 | | STS | 8 | | SURGERY | 25 | | SURGSCI | 33 | | THEATRE | 91 | | URBRPL | 60 | | UROLOGY | 5 | | ZOOLOGY | 89 | ## course ### run id 20260907T155543-ce3781c4 ### semester 1272 ### observed at 2026-09-07 15:55:43.033547+00:00 ### record version id 6fb1bc164064cc10f9c05d108c595b08b1fee0667ccdf907fb7f97fabdbe6b60 ### course id FINANCE 676 ### course uid course\_9e1b4c1a59c10a0f915452af ### catalog version id c7c938491dd61058fbbf4751c75669e8e626581073c8457734a7ce24933c5e1a ### course number 676 ### subjects * FINANCE ### title APPLIED SECURITY ANALYSIS AND INVESTMENT MANAGEMENT II ### description Management of an actual portfolio of investments. Engage in security analysis, implement a portfolio strategy, and report portfolio performance and diagnostic analytics to the trustees of the portfolio. ### requirements text FINANCE 675(or FINANCE 835 prior to Fall 2026) ### credit offering ids None recorded. ### llm job id enrich-8b774950c2b6adfdc46d1b82 ### llm output id 25d0dfbca74e24f1b9b6431a6d502ddc7fda6ce4fd0783f85a411d9988f1faec ### llm model nvidia/Qwen3.6-35B-A3B-NVFP4 ### llm model revision 1355db6a052410cfd62085d94b58866fd0f2c3c5 ### llm task version 14 ### llm search status valid ### llm summary Applied security analysis and investment management II focusing on portfolio strategy, security analysis, and performance reporting. ### llm topics * Actual portfolio management * Security analysis and portfolio strategy * Portfolio performance and diagnostic analytics ### llm skills * Security analysis and portfolio strategy implementation * Portfolio performance reporting and diagnostic analytics ### llm assumed background * Foundational security analysis and portfolio management principles from FINANCE 675 ### llm search phrases * portfolio management * security analysis * investment strategy * FINANCE 676 prerequisites ### llm requirements status valid ### llm student summary status valid ### llm experience status insufficient\_evidence ### catalog variants None recorded. ### student summary #### context hash 69226b2805ac9e337e7e9601e0472858cb3edd38b7cab2a381a06c0a0f24d925 #### course id FINANCE 676 #### current instructors None recorded. #### difficulty workload None recorded. #### errors None recorded. #### historical context None recorded. #### message No course-specific reviews available #### offered false #### profile hash 5cb4dabf887cdbcd8c00d5a1312e10828b95c63f30bc3ea76aea199565390d02 #### quick take Recent recorded grades — Spring 2026: 4.00 GPA, 100.0% A/AB (n=15 letter grades). ```json { "citations": [ { "course_id": "FINANCE 676", "run_id": "20260907T155543-ce3781c4", "source_record": { "entity_id": "63c715f6-6113-3e8f-a827-c7e05cafef06", "file": "tables/observations.parquet", "kind": "grades", "source": "madgrades" }, "table": "grades_latest", "term_id": "1264", "type": "grade" } ] } ``` #### student experience None recorded. #### task hash 74fb0997943e888960bbc9e47db8c4fd12e4292d55c20509d8d89db6a9910f68 #### teaching history None recorded. #### term id 1272 #### term name 2026 Fall #### version 2 ### requirements #### nodes ```json [ { "children": [ "n1", "n2" ], "condition": null, "course": null, "evidence": "FINANCE 675(or FINANCE 835 prior to Fall 2026)", "id": "n0", "kind": "any" }, { "children": [], "condition": null, "course": { "course_number": 675, "minimum_grade": null, "subjects": [ "FINANCE" ], "timing": "prior" }, "evidence": "FINANCE 675", "id": "n1", "kind": "course" }, { "children": [], "condition": "FINANCE 835 prior to Fall 2026", "course": null, "evidence": "FINANCE 835 prior to Fall 2026", "id": "n2", "kind": "condition" } ] ``` #### notes None recorded. #### root n0 #### status parsed ### instructors None recorded. ### offerings None recorded. ### sections None recorded. ### grade instructors ```json [ { "instructor_uid": "instructor_8aee46d95ec93a297be612f8", "source": "madgrades", "source_instructor_id": "703574", "identity_basis": "source_id", "identity_status": "source_identified", "name": "BETSI HILL", "email": null, "first_observed_at": "2026-09-06 23:14:58.172943+00:00", "last_observed_at": "2026-09-07 15:55:43.033547+00:00", "ratings": { "review_count": 1, "quality": 5, "difficulty": 5, "quality_count": 1, "difficulty_count": 1, "profile_id": "rmp:2790688", "source_url": "https://www.ratemyprofessors.com/professor/2790688", "match_basis": "exact_name", "observed_at": "2026-09-07 16:51:51.172980+00:00", "courses": {}, "bayesian_quality": 3.7235102700443767, "prior_mean": 3.6596857835465957, "prior_weight": 20 }, "grade_statistics": { "gpa": 3.684, "graded": 163, "counts": [ 85, 57, 18, 2, 1, 0, 0 ], "sections": 23 }, "instructor_url": "/instructors/BETSI_HILL--instructor_8aee46d95ec93a297be612f8" }, { "instructor_uid": "instructor_8eea293b56caf6754c43fdb9", "source": "madgrades", "source_instructor_id": "572787", "identity_basis": "source_id", "identity_status": "source_identified", "name": "R. J. NEW", "email": null, "first_observed_at": "2026-09-06 23:14:58.172943+00:00", "last_observed_at": "2026-09-07 15:55:43.033547+00:00", "grade_statistics": { "gpa": 4, "graded": 8, "counts": [ 8, 0, 0, 0, 0, 0, 0 ], "sections": 2 }, "instructor_url": "/instructors/R_J_NEW--instructor_8eea293b56caf6754c43fdb9" }, { "instructor_uid": "instructor_a7f04f46ec57105cf0e1e7c8", "source": "madgrades", "source_instructor_id": "655582", "identity_basis": "source_id", "identity_status": "source_identified", "name": "MARK FEDENIA", "email": null, "first_observed_at": "2026-09-06 23:14:58.172943+00:00", "last_observed_at": "2026-09-07 15:55:43.033547+00:00", "ratings": { "review_count": 16, "quality": 2.38, "difficulty": 3.38, "quality_count": 16, "difficulty_count": 16, "profile_id": "rmp:1079052", "source_url": "https://www.ratemyprofessors.com/professor/1079052", "match_basis": "exact_name", "observed_at": "2026-09-07 16:20:38.019363+00:00", "courses": {}, "bayesian_quality": 3.0909365464147753, "prior_mean": 3.6596857835465957, "prior_weight": 20 }, "grade_statistics": { "gpa": 3.563, "graded": 2025, "counts": [ 976, 560, 311, 141, 29, 7, 1 ], "sections": 73 }, "instructor_url": "/instructors/MARK_FEDENIA--instructor_a7f04f46ec57105cf0e1e7c8" } ] ``` ### grades ```json [ { "run_id": "20260907T155543-ce3781c4", "semester": "1272", "observed_at": "2026-09-07 15:55:43.033547+00:00", "course_id": "FINANCE 676", "course_uid": "course_9e1b4c1a59c10a0f915452af", "term_id": "1264", "term_name": "Spring 2026", "instructors": [ "Betsi Hill", "Mark Fedenia", "R. J. New" ], "a": 15, "ab": 0, "b": 0, "bc": 0, "c": 0, "d": 0, "f": 0, "satisfactory": 0, "unsatisfactory": 0, "credit": 0, "no_credit": 0, "passed": 0, "incomplete": 0, "no_work": 0, "not_reported": 0, "other": 0, "total": 15, "source_aliases": [ "FINANCE 676" ] } ] ``` ### statistics #### gpa 4 #### graded 15 #### counts * 15 * 0 * 0 * 0 * 0 * 0 * 0 ### grade conflicts None recorded. ### evidence #### history * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course\_9e1b4c1a59c10a0f915452af-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course_9e1b4c1a59c10a0f915452af-0.json) #### traces * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course\_9e1b4c1a59c10a0f915452af-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course_9e1b4c1a59c10a0f915452af-0.json) #### results * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course\_9e1b4c1a59c10a0f915452af-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course_9e1b4c1a59c10a0f915452af-0.json) ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ## context ### all #### term #### gpa 4 #### count 15 #### departments | subject | comparison | | ------- | ---------- | | FINANCE | | ### terms #### 1264 ##### term 1264 ##### gpa 4 ##### count 15 ##### departments | subject | comparison | | ------- | ---------- | | FINANCE | | ### benchmarks #### all ##### school ###### size 1283 ###### gpa 3.6229729166451925 ###### top Share 80.13669149396227 ###### count 66 ##### FINANCE ###### size 15 ###### gpa 3.4637659638974174 ###### top Share 68.88822972155683 ###### count 55 #### terms ##### 1264 ###### school ###### size 1283 ###### gpa 3.6229729166451925 ###### top Share 80.13669149396227 ###### count 66 ###### FINANCE ###### size 15 ###### gpa 3.4637659638974174 ###### top Share 68.88822972155683 ###### count 55 ## instructor Trends ```json [ { "uid": "instructor_8eea293b56caf6754c43fdb9", "name": "R. J. NEW", "count": 8, "terms": [ { "term": "1264", "count": 8, "sections": 1, "gpa": 4 } ] }, { "uid": "instructor_8aee46d95ec93a297be612f8", "name": "BETSI HILL", "count": 7, "terms": [ { "term": "1264", "count": 7, "sections": 1, "gpa": 4 } ] } ] ``` ## following None recorded.