Summary
This chapter has added one of the most important capabilities of our Robo-advisor in constructing our model portfolios. We built up our features starting from very basic properties. We created some simple pie charts to break down the makeup of our example portfolio.
Most of our time and effort was spent on setting up portfolios to match multiple risk bands, using the efficient frontier as our guide. This required several reusable methods to be added to our arsenal, starting from downloading market data from Yahoo Finance.
We ended the chapter by connecting our work with the previous chapter. This mapped our risk tolerance and risk capacity scores to our risk bands, which yields our choice of portfolio. Now we’ve gone from creating portfolios to connecting them to our risk score from the previous chapter.
In the next chapter, we will evaluate our portfolios in terms of their performance potential, and put together everything we’ve built so far in completing...
