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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) |
Tabla de Contenidos:
- 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
- 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
- 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
- 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
- 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