Robo-Advisor with Python
Robo-Advisor with Python is a hands-on book for professionals with an interest in digital wealth management and goal-based investing. You’ll learn and build all the key features of a typical robo-advisor, whether you plan to build one to manage your own money or run a platform for retail investors.
Offered by
Difficulty Level
Intermediate
Completion Time
8h20m
Language
English
About Book
Who Is This Book For?
If you are a finance professional or a data professional working in wealth management and are curious about how robo-advisors work, this book is for you. It will be helpful to have a basic understanding of Python and investing concepts. This is a great handbook for developers interested in building their own robo-advisor to manage personal investments or build a platform for their business to operate, as well as for product managers and business leaders in financial services looking to lease, buy, or build a robo-advisor.
Robo-Advisor with Python
- About Book
- Who Is This Book For?
- Book Content
Book content
chapters • 8h20m total length
Introduction to Robo-Advisors
What Makes Up a Robo-Advisor?
Robo-Advisor Platforms versus Algorithms
Leasing, Buying, or Building Your Own Robo-Advisor?
Basic Setup and Requirements for Building a Robo-Advisor
Goal-Based Investing
Risk Profiling and Scoring
Model Portfolio Construction
Investment Projections
Account Opening and KYC
Funding Your Account
Order Management and Execution
Performance Reporting
Rebalancing
Dividends and Fee Management
Regulations for Robo-Advisors
Related Resources
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