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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

Learning how to operate a Robo-advisor

Once you have your Robo-advisor up and running with investors and funded accounts, there are a number of operational processes to take care of. Some of these require daily actions, while others are more infrequent. Many of these processes can once again be automated, but certain human oversight is necessary, due to potential complications and exceptions that may happen when dealing with human investors. We will explore these in the following sections. The following chart breaks down the key processes we will need to cover.

Figure 2.2 – The standard operations for a Robo-advisor

Figure 2.2 – The standard operations for a Robo-advisor

Dividends

A rather pesky feature of many investment products is that underneath a fund structure such as an ETF, there are actual company stocks. According to law, these companies must report and pay out any dividends decided by the board of directors quarterly. Therefore, if your portfolio contains the stocks of these companies,...

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