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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

Basic Setup and Requirements for Building a Robo-Advisor

This chapter will serve as the gateway into the hands-on coding chapters that form Part 2 and the rest of this book. The remaining chapters will focus on functional implementations of various Robo-advisor capabilities, so we will dedicate this chapter to setting up the tools required to do so.

However, this will not be a sufficient tutorial for those wholly unfamiliar with Python and coding. While the coding skills required for this book are relatively basic, you may choose to brush up on your Python skills or learn some basics using other online resources. A few good places to start include websites such as www.Python.org, www.LearnPython.org, or www.Coursera.org.

In this chapter, we’re going to cover the following topics:

  • Installing and setting up Python for the hands-on chapters
  • Installing and setting up the required Python modules
  • Importing, reading, and visualizing market data
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