Part 2: Building Your Own Robo-Advisor
Part 2 of this book is a hands-on guide to building the necessary components of a Robo-advisor, whether for your own personal use or for a business.
This section has the following chapters:
- Chapter 5, Basic Setup and Requirements to Build a Robo-Advisor
- Chapter 6, Goal-Based Investing
- Chapter 7, Risk Profiling and Scoring
- Chapter 8, Model Portfolio Construction
- Chapter 9, Investment Projections
- Chapter 10, Account Opening and KYC
- Chapter 11, Funding Your Account
- Chapter 12, Order Management and Execution