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Robo-Advisor with Python

You're reading from   Robo-Advisor with Python A hands-on guide to building and operating your own Robo-advisor

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Product type Paperback
Published in Feb 2023
Publisher Packt
ISBN-13 9781801819695
Length 250 pages
Edition 1st Edition
Languages
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Author (1):
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Aki Ranin Aki Ranin
Author Profile Icon Aki Ranin
Aki Ranin
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Table of Contents (22) Chapters Close

Preface 1. Part 1: The Basic Elements of Robo-Advisors
2. Chapter 1: Introduction to Robo-Advisors FREE CHAPTER 3. Chapter 2: What Makes Up a Robo-Advisor? 4. Chapter 3: Robo-Advisor Platforms versus Algorithms 5. Chapter 4: Leasing, Buying, or Building Your Own Robo-Advisor 6. Part 2: Building Your Own Robo-Advisor
7. Chapter 5: Basic Setup and Requirements for Building a Robo-Advisor 8. Chapter 6: Goal-Based Investing 9. Chapter 7: Risk Profiling and Scoring 10. Chapter 8: Model Portfolio Construction 11. Chapter 9: Investment Projections 12. Chapter 10: Account Opening and KYC 13. Chapter 11: Funding Your Account 14. Chapter 12: Order Management and Execution 15. Part 3: Running and Operating Your Own Robo-Advisor
16. Chapter 13: Performance Reporting 17. Chapter 14: Rebalancing 18. Chapter 15: Dividends and Fee Management 19. Chapter 16: Regulations for Robo-Advisors 20. Index 21. Other Books You May Enjoy

Summary

In this first chapter, we established the proper context for understanding what Robo-advisors are, where they came from, how they are useful, and how they have evolved since their beginnings in 2010. This should give you a basic understanding to follow the rest of the chapters in this book.

From here, we will delve deeper into the inner workings of the Robo-advisor before going hands-on and building one.

You have been reading a chapter from
Robo-Advisor with Python
Published in: Feb 2023
Publisher: Packt
ISBN-13: 9781801819695
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