Dividends and Fee Management
In this chapter, we will explore two important batch processes for a Robo-advisor platform: processing dividends and calculating platform fees. We will begin by receiving a dividend payout file from the custodian and using it to allocate dividends to specific goals. This process will be designed to be run on a daily basis on the platform.
Next, we will focus on calculating platform fees using market data. We will then put all of these steps together into a reusable function that generates a CSV file that can be sent to the broker for execution.
By the end of this chapter, you will have a better understanding of how to implement these batch processes and how they can be used to support the operation of a Robo-advisor platform.
In this chapter, we’re going to cover the following topics:
- Calculating dividends
- Calculating fees
