Summary

This chapter gave us the basic tools needed to create and manipulate Goals, a key concept and class for our Goal-based Robo-advisor. We started by creating our very first Goal using basic Python classes, giving us a way to reuse code whenever we need Goals.

We then expanded on the basic concept of a Goal to add various useful properties and child classes for various types of Goals, including retirement, education, and real estate. We added further ideas for savings Goals and income Goals, which might be useful for certain types of investors.

We rounded out our chapter on Goals by exploring potential add-on capabilities such as Goal helpers and Goal priority to further assist investors in their financial planning. Finally, we considered different ways we might need to tie our Goals to other core Robo-advisor objects that we will define in the coming chapters.

Now, let’s proceed to add one of those objects in risk profiles and scores.