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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

Installing and setting up Python for the hands-on chapters

There are many ways in which you can run Python code, which is what we need to do. For the sake of simplicity and independence from which device you’re using, I will recommend Google Colab. The main benefit of using Colab over other popular solutions is that it is free, runs on your browser, and requires no setup whatsoever.

If you have other requirements or preferences, you can explore other popular Python offline installations such as Anaconda. The main benefit of Anaconda is that you can work entirely offline without the need for an internet connection. Anaconda offers both browser-based editing with Jupyter and a dedicated desktop application in Spyder. If that seems more appropriate to your needs, you can go to https://docs.anaconda.com/anaconda/install/.

You can also access and download all the code for the chapters in this book’s GitHub repo here: https://github.com/PacktPublishing/Robo-Advisor-with...

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