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Documentation

This folder is the canonical documentation hub for the repository.

Start here

  • Getting started — install, orient, and begin the first learning unit
  • Overview — a quick-read snapshot of what the repo actually contains, coverage, and gaps
  • Mastery guide — learn interactively with /pmexpert instead of picking notebooks by hand
  • Learning paths — choose a route by goal or time horizon
  • Rates, credit, and mortgages: zero to hero — a fully sequenced fixed-income path with a reference page, notebook, and verified resources at every step
  • Roadmap — long-term curriculum and milestones
  • Architecture — repository structure and design intent
  • Workflow — branch, checkpoint, PR, and merge discipline
  • Progress — current status, milestones, and module completion

Repository map

  • curriculum/ — structured learning tracks and bootcamps
  • reference/ — durable PM/FICC concept and instrument reference pages
  • notebooks/ — hands-on learning labs and worked examples
  • src/pm/ — reusable deterministic analytics library
  • tests/ — correctness checks for formulas and implementations
  • use_cases/ — realistic PM workflows built from multiple concepts
  • agents/ — agent operating instructions and workflows
  • tutors/ — tutor prompts and learning support
  • resources/ — curated external references

Principles

  • Read before coding
  • Do manual derivations before agent help
  • Prefer deterministic formulas over API-driven complexity
  • Keep reusable logic in src/pm/
  • Preserve notebooks as teaching artifacts
  • Test the math, then explain it clearly
  1. Read getting started
  2. Choose a learning path in learning paths
  3. Open the matching notebook
  4. Review the concept page in reference/
  5. Implement and test reusable logic in src/pm/
  6. Update progress in PROGRESS

Or skip steps 2–4 and let /pmexpert pick the next concept for you — see the mastery guide.