1

Research Reading Journal

This research journal can save you countless hours in every college class you take! Here is how to use it:

1. Whenever you find a good source, capture citation information and provide a summary and assessment. You

can keep gathering sources and come back later to read them and take notes.

2. For each source, use the table to capture important information in direct “quotations,” paraphrases, or

summaries. Save time and avoid plagiarism by including in-text citations with each bit of source

information.

3. Add a brief explanation for each source information, then note where you think you might use this

information.

4. Complete as many potentially valuable annotations as you can for each source. Add more lines if you need

them.

5. If you need to take notes on more than four sources, copy and paste more worksheet lines below.

6. Come back to this document as you build your outline and draft your paragraphs. Copy info AND citations!
 2

First source

************************************************************************************

SOURCE CITATION: Copy full references page citations from databases or develop your citations,

including:

Author(s). (Year, Month, day). Title of work. Publisher. URL/DOI/Permalink

Cohen, G. (2022, August 13). Algorithmic trading and financial forecasting using advanced artificial

intelligence methodologies. Mathematics, 10(18), 3302. https://doi.org/10.3390/math10183302

SUMMARY OF SOURCE: Write 2-3 sentences to remind you what this source is about. Summaries are

brief, objective reports of what is in the source. Do not copy or quote source content. Do not include your

analysis or opinion.

The source reviews the recent evolution in algorithmic trading systems that apply AI. It discusses how

these AI-powered systems analyze data from multiple sources, such as technical, fundamental analytics, and

investor sentiment.

ASSESSMENT OF THE SOURCE: Write three to four sentences reflecting on the quality and usefulness of

this source. Explain what makes it credible, relevant, useful for your project, and so on.

The source is highly credible and relevant, as it has been issued in Mathematics. The paper's author, Gil

Cohen, is affiliated with a recognized academic institution called Western Galilee Academic College. This will

help in researching how AI might optimize financial decision-making.

Direct Quotation with Paraphrase with in-text Explanation – What is the Application –

In-Text Citation – EX: citation – EX: All source author saying? How is it Where you will use

Writing professor Janet information should be related to your point? the information

Jones (2022) said, cited (Jones, 2022).

“Always cite source

information” (p. 2).

Cohen (2022) states, “A According to Cohen Sophisticated AI This information

 3

typical algorithmic (2022), algorithmic technologies, including ML will be used in the

trading system can trading systems utilize and DL, form core or integral introduction and

accurately analyze machine learning and parts of modern algorithmic background section

various data sets from deep learning to analyze trading systems. to show how AI

different sources…” (p. various data sources. improves

1). efficiency.

Notes:

 The paper portrays that AI, through deep learning algorithms, will be admitted to algorithmic trading

systems (Cohen, 2022).

 AI systems are employed based on real-time data of technical (Cohen, 2022).

 Cohen drives the point home by showing how AI-driven systems cater to many financial

markets(Cohen, 2022).

Second source

************************************************************************************

REFERENCE CITATION: Author(s). (Year, Month, day). Title of work. Publisher. URL/DOI/Permalink

Bansal, A. (2024, August 12). Council Post: AI In Financial Services: Transforming Stock Trading. Forbes.

https://www.forbes.com/councils/forbestechcouncil/2024/03/01/ai-in-financial-services-transforming-

stock-trading/rs

SUMMARY

Bansal's (2024) article explains how AI changes how people approach stock trading. The article has

dwelled on shifting away from manual research to automated trading systems that can acquire vast amounts of

data and make better trading decisions in real-time.

ASSESSMENT
 4

The article is valid and relevant, for Forbes writes it. The article presents a very enlightening indication

of changes in stock trading via AI. Therefore, it shows the practical applications of AI in finance.

Direct Quotation & Paraphrase & Citation Explanation Application

Citation

According to Atal AI has transferred stock The author has commented This will be applied

Bansal (2024), trading from intuition- that AI is structuring a new in the literature

"Artificial intelligence based traditional face of stock trading. review section to

(AI) is transforming the approaches to machine show how AI-

way that investment learning algorithms. driven trading

decisions are made" (Bansal, 2024). algorithms improve

(p.1). decision-making in

financial markets.

Notes

 Bansal has identified that the trend is shifting from human intuition to AI algorithms driven by data.

 The application of AI has automated processes.

 Real-time data that AI enhances precision in financial forecasting.

Third source

************************************************************************************

REFERENCE CITATION: Author(s). (Year, Month, day). Title of work. Publisher. URL/DOI/Permalink

Sazu, M. H. (2022, November 30). How Machine Learning Can Drive High-Frequency Algorithmic Trading for

Technology Stocks. International Journal of Data Science and Advanced Analytics, 4(4), 84–93.

https://ijdsaa.com/index.php/welcome/article/view/97

SUMMARY
 5

Sazu (2022) documents the application of machine learning and deep reinforcement learning techniques

in high-frequency algorithmic trading. The effort of this paper is directed at optimizing trading strategies with

the use of some AI-based methods.

ASSESSMENT

This is a credible source since it was published in a peer-reviewed journal. It is helpful because it looks

into state-of-the-art technologies. The concrete discussion on different AI-driven strategies gives, in particular.

Direct Quotation & Paraphrase & Citation Explanation Application

Citation

Sazu (2022) stated, “The Sazu (2022) explained The author stresses using AI The insights here

challenge of algorithmic how algorithmic trading and intense reinforcement will be utilized in

trading is particularly is becoming an essential learning to solve some of my project's

interesting in the fin- area within the FinTech these challenges in the discussion section

tech industry” (p. 86). sector. FinTech industry. to discuss AI's

increasing

importance in

financial markets.

Notes

 The paper is focused on how much machine learning, intense reinforcement learning, has been deployed

in the optimization of trading.

 Sazu highlights that the FinTech industry is adopting AI and machine learning in this arena.

 The efficiency at which AI processes real-time data input aids traders in identifying trends.

Fourth source

************************************************************************************
 6

REFERENCE CITATION: Author(s). (Year, Month, day). Title of work. Publisher. URL/DOI/Permalink

Dakalbab, F., Manar Abu Talib, Nasir, Q., & Saroufil, T. (2024, March 23). Artificial intelligence techniques in

financial trading: A systematic literature review. Journal of King Saud University. Computer and

Information Sciences/Maǧalaẗ Ǧamʼaẗ Al-Malīk Saud: Ùlm Al-Ḥasib Wa Al-Maʼlumat, 36(3), 102015–

102015. https://doi.org/10.1016/j.jksuci.2024.102015

SUMMARY:

Dakalbab et al. (2024) discuss how AI-powered algorithmic trading has greatly radiated the financial

markets. Such democratization of technology benefits a wide range of users beyond just large corporations.

ASSESSMENT:

This will serve as a credible source to aid my project in showing the democratization of AI through

algorithmic trading. The paper is published in a peer-reviewed journal. It gives credible insight into how AI

shapes the accessibility of marketplaces.

Direct Quotation & Paraphrase & Citation Explanation Application

Citation

Dakalbab et al. (2024) AI-driven algorithmic The authors convey that AI in This will be

noted that "AI-enhanced trading has completely algorithmic trading important in the

algorithmic trading revolutionized financial democratizes access to discussion section

significantly impacts markets by sophisticated financial tools. of my project to

financial trading by democratizing advanced bring out the

mining critical data…” data analytics tools transformative

(p.1). (Dakalbab et al., 2024). potential of AI in

finance.
 7

Notes

 The review discusses how AI-powered trading systems make the use of advanced financial tools

available to small investors.

 AI-powered solutions will not only be cheaper but also more available, thus giving many more equal

opportunities in financial markets (Dakalbab et al., 2024).

 Emphasis has been made on how AI mines critical data and automates trading decisions, making

financial markets more efficient.

Fifth source

************************************************************************************

Afua, W., None Adeola Olusola Ajayi-Nifise, Bello, G., Tubokirifuruar, S., None Olubusola Odeyemi, & None

Titilola Falaiye. (2024, February 14). Algorithmic Trading and AI: A Review of Strategies and Market

Impact. World Journal of Advanced Engineering Technology and Sciences, 11(1), 258–267.

https://doi.org/10.30574/wjaets.2024.11.1.0054

SUMMARY:

Afua et al. (2024) discuss how AI-powered trading systems use advanced algorithms to process real-

time data. They go through various techniques available to predict the timing of stock market actions.

ASSESSMENT:

This is a credible source because it comprehensively revises the state of AI techniques applied to

algorithmic trading. It conveys information on AI and enhances trading efficiency. It can help my project by

showing how AI can improve the strategy and process of decision-making in trading.

Direct Quotation & Paraphrase & Citation Explanation Application

Citation

Afua et al. (2024) state, The integration of AI The authors bring out that AI This information is

“AI-powered trading within algorithmic has a significant advantage in helpful in the

 8

systems can process vast trading thus enables real- speed and efficiency, with discussion section,

amounts of data in real- time analysis of data and which it can process large which discusses the

time…” (p. 260). uncovers the intricacies volumes of data. primary benefits

of market patterns (Afua accruing from AI in

et al., 2024). algorithmic trading.

Notes

 The paper throws light on the AI techniques used to improve algorithmic trading.

 AI systems, in particular, excel in extracting rather subtle market trends and patterns that the human

trader may well miss.

 Afua et al. (2024) note that real-time data processing unlocks quick trading decisions to exploit fleeting

market inefficiencies.

Sixth source

************************************************************************************

Reddy, T. (2024, January 1). The Impact Of AI on Algorithmic Trading: How AI algorithms Are Changing The

Landscape Of Stock Trading, Including The Ethical Implications. 12(1), 2320–2882.

https://ijcrt.org/papers/IJCRT2401865.pdf

SUMMARY:

According to Reddy (2024), AI in algorithmic trading is a set of algorithms intended to automate human

decision-making. This paper identifies the paradigm shift from manual-based trading processes to automated

processes.

ASSESSMENT:

The source is applicable and credible. It was published in a peer-reviewed journal. These insights are

critical to understanding the broader implications of AI in trading.

Direct Quotation & Paraphrase & Citation Explanation Application

 9

Citation

Reddy (2024) explains, According to Reddy Reddy says this is a domain of This will be useful

“Any automation effort (2024), AI development algorithmic trading where AI in the discussion

aims to shift human in algorithmic trading is has become all-central, which section to discuss

decision and action by based on modeling was done manually earlier. the ethical

an algorithm…” (p. human decision-making implications of AI

355). intelligence. in finance.

Notes

 White discusses how AI enhances the financial markets' predictive analytics, improving forecasts'

accuracy.

 AI's ability to voluminous current data processing allows for quicker decisions in unsettled markets.

 The article pinpoints how artificial intelligence works in financial markets by reducing uncertainty.

For this assignment:

1. Use the Research Reading Journal Download Research Reading JournalOpen this document with

ReadSpeaker docReaderlinked here (also available in Files) to capture citations, summaries, evaluations,

and notes on at least four quality sources. For each source, include at least three notes.

2. Do not use artificial intelligence. This assignment will challenge your information literacy, critical

thinking, and communication skills. Do not use any form of AI to develop or revise content.

3. Continue your research. Project research should be ongoing, and you may gather and use far more than

the minimum four sources. Most projects integrate information from 6-10 sources. If the Research

Reading Journal works for you, keep adding to it!

 10

4. Submit your Research Reading Journal by the end of the week.

Week 2: Course Project Research Notes

Week 2: Course Project Research Notes

Criteria Ratings Pts

This criterion is linked to a Learning outcome 40 pts 0 pts

40 pts
At least four credible, academic-quality sources are examined Full No

Marks Marks

This criterion is linked to a Learning OutcomeCitations 20 pts 0 pts

20 pts
Complete APA reference entries are provided for each source Full No

Marks Marks

This criterion is linked to a Learning OutcomeAnnotations

30 pts 0 pts
A summary and assessment are provided for each source. Several specific 30 pts
Full No
pieces of quoted and paraphrased source information are captured in the
Marks Marks
table, with citations suitable for in-text use.

Total Points: 90