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Robo-Advisor with Python A Hands-On Guide to Building and Operating Your Own Robo-advisor /
Robo-Advisor with Python is a hands-on book for professionals with an interest in digital wealth management and goal-based investing. You'll learn and build all the key features of a typical robo-advisor, whether you plan to build one to manage your own money or run a platform for retail invest...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited,
2023.
|
| Edición: | 1st edition. |
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
| LEADER | 00000cam a22000007a 4500 | ||
|---|---|---|---|
| 001 | OR_on1372397869 | ||
| 003 | OCoLC | ||
| 005 | 20231017213018.0 | ||
| 006 | m o d | ||
| 007 | cr cnu|||||||| | ||
| 008 | 230311s2023 enk o 000 0 eng d | ||
| 040 | |a EBLCP |b eng |c EBLCP |d ORMDA |d EBLCP |d OCLCF |d OCLCQ |d OCLCO | ||
| 020 | |a 9781801819008 | ||
| 020 | |a 1801819009 | ||
| 035 | |a (OCoLC)1372397869 | ||
| 037 | |a 9781801819695 |b O'Reilly Media | ||
| 050 | 4 | |a HG4515.5 | |
| 082 | 0 | 4 | |a 332.6/04 |2 23/eng/20230314 |
| 049 | |a UAMI | ||
| 100 | 1 | |a Ranin, Aki, |e author. | |
| 245 | 1 | 0 | |a Robo-Advisor with Python |h [electronic resource] : |b A Hands-On Guide to Building and Operating Your Own Robo-advisor / |c Aki Ranin. |
| 250 | |a 1st edition. | ||
| 260 | |a Birmingham : |b Packt Publishing, Limited, |c 2023. | ||
| 300 | |a 1 online resource (250 p.) | ||
| 500 | |a Description based upon print version of record. | ||
| 520 | |a Robo-Advisor with Python is a hands-on book for professionals with an interest in digital wealth management and goal-based investing. You'll learn and build all the key features of a typical robo-advisor, whether you plan to build one to manage your own money or run a platform for retail investors. | ||
| 505 | 0 | |a Cover -- Title Page -- Copyright and Credit -- Contributors -- Table of Contents -- Preface -- Part 1: The Basic Elements of Robo-Advisors -- Chapter 1: Introduction to Robo-Advisors -- What is a Robo-advisor? -- How does a Robo-advisor work? -- Origins of the Robo-advisor -- Evolution of the Robo-advisor -- From consumer platforms to B2B -- From America to the rest of the world -- From risk to goal-based investing -- The future of Robo-advisors -- Summary -- Further reading -- Chapter 2: What Makes Up a Robo-Advisor? -- Understanding the workflow of a standard Robo-advisor | |
| 505 | 8 | |a Introducing financial planning and Goal-based investing -- Questionnaires for Goals -- Defining risk profiling, portfolios, and projections -- Modern portfolio theory -- Risk questionnaires -- Portfolio construction and allocation -- Projections -- Risk profiling and projections for Goals -- Opening accounts, performing KYC and AML, and funding accounts -- Automated account opening -- Different types of accounts -- Accounting for Goals -- KYC and AML -- Funding your account -- Introducing order management and execution -- Price feed -- Broker -- Compliance -- Order management -- Order execution | |
| 505 | 8 | |a Order allocation -- Learning how to operate a Robo-advisor -- Dividends -- Fee management and billing -- Rebalancing -- Performance reporting -- Statements -- Account and user management -- Summary -- Further reading -- Chapter 3: Robo-Advisor Platforms versus Algorithms -- Managing your own investments with Robo-advisor algorithms -- Managing customer investments with Robo-advisor platforms -- Scaling up from algorithms to a full Robo-advisor platform -- Summary -- Chapter 4: Leasing, Buying, or Building Your Own Robo-Advisor -- Building or subscribing to a Robo-advisor as a consumer | |
| 505 | 8 | |a Building, buying, or leasing a Robo-advisor platform as a business -- Leasing a Robo-advisor -- Buying a Robo-advisor -- Building a Robo-advisor -- Summary -- Part 2: Building Your Own Robo-Advisor -- Chapter 5: Basic Setup and Requirements for Building a Robo-Advisor -- Installing and setting up Python for the hands-on chapters -- Starting Google Colab -- Working with Colab notebooks -- Installing and setting up the required Python modules -- Importing, reading, and visualizing market data -- Summary -- Chapter 6: Goal-Based Investing -- Creating your first investment Goal using Python | |
| 505 | 8 | |a Modeling and creating different types of investment Goals -- Creating necessary objects for investment Goals -- Learning different approaches to tying Goals to accounts -- Summary -- Further reading -- Chapter 7: Risk Profiling and Scoring -- Key concepts in risk profiling and scoring -- Creating and answering a risk questionnaire -- Calculating a risk score -- Summary -- Further reading -- Chapter 8: Model Portfolio Construction -- Learning about the key concepts of modern portfolio theory (MPT) -- Creating your first portfolio -- Analyzing the makeup of your portfolio | |
| 500 | |a Creating multiple portfolios using risk bands | ||
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Investments |x Technological innovations. | |
| 650 | 0 | |a Artificial intelligence |x Economic aspects. | |
| 650 | 0 | |a Python (Computer program language) | |
| 650 | 6 | |a Investissements |x Innovations. | |
| 650 | 6 | |a Intelligence artificielle |x Aspect économique. | |
| 650 | 6 | |a Python (Langage de programmation) | |
| 650 | 7 | |a Artificial intelligence |x Economic aspects |2 fast | |
| 650 | 7 | |a Investments |x Technological innovations |2 fast | |
| 650 | 7 | |a Python (Computer program language) |2 fast | |
| 776 | 0 | 8 | |i Print version: |a Ranin, Aki |t Robo-Advisor with Python |d Birmingham : Packt Publishing, Limited,c2023 |z 9781801819695 |
| 856 | 4 | 0 | |u https://learning.oreilly.com/library/view/~/9781801819695/?ar |z Texto completo (Requiere registro previo con correo institucional) |
| 938 | |a ProQuest Ebook Central |b EBLB |n EBL30399074 | ||
| 994 | |a 92 |b IZTAP | ||