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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

Part 1: The Basic Elements of Robo-Advisors

The first part of the book will lay the groundwork by explaining the purpose, context, and key concepts of Robo-advisors.

This section has the following chapters:

  • Chapter 1, Introduction to Robo-Advisors
  • Chapter 2, What Makes Up a Robo-Advisor?
  • Chapter 3, Robo-Advisor Platforms versus Algorithms
  • Chapter 4, Leasing, Buying, or Building Your Own Robo-Advisor
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