Most ebook files are in PDF format, so you can easily read them using various software such as Foxit Reader or directly on the Google Chrome browser.
Some ebook files are released by publishers in other formats such as .awz, .mobi, .epub, .fb2, etc. You may need to install specific software to read these formats on mobile/PC, such as Calibre.
Please read the tutorial at this link: https://ebookbell.com/faq
We offer FREE conversion to the popular formats you request; however, this may take some time. Therefore, right after payment, please email us, and we will try to provide the service as quickly as possible.
For some exceptional file formats or broken links (if any), please refrain from opening any disputes. Instead, email us first, and we will try to assist within a maximum of 6 hours.
EbookBell Team
4.1
40 reviewsBuild your own robo-advisor in Python to manage your investments and get up and running in no time
Key Features
Explore the use cases, workflow, and features that make up robo-advisors
Learn how to build core robo-advisor capabilities for goals, risk questions, portfolios, and projections
Discover how to operate the automated processes of a built and deployed robo-advisor
Book Description
Robo-advisors are becoming table stakes for the wealth management industry across all segments, from retail to high-net-worth investors. Robo-advisors enable you to manage your own portfolios and financial institutions to create automated platforms for effective digital wealth management. This book is your hands-on guide to understanding how Robo-advisors work, and how to build one efficiently. The chapters are designed in a way to help you get a comprehensive grasp of what Robo-advisors do and how they are structured with an end-to-end workflow.
You’ll begin by learning about the key decisions that influence the building of a Robo-advisor, along with considerations on building and licensing a platform. As you advance, you’ll find out how to build all the core capabilities of a Robo-advisor using Python, including goals, risk questionnaires, portfolios, and projections. The book also shows you how to create orders, as well as open accounts and perform KYC verification for transacting. Finally, you’ll be able to implement capabilities such as performance reporting and rebalancing for operating a Robo-advisor with ease.
What you will learn
Explore what Robo-advisors do and why they exist
Create a workflow to design and build a Robo-advisor from the bottom up
Build and license Robo-advisors using different approaches
Open and fund accounts, complete KYC verification, and manage orders
Build Robo-advisor features for goals, projections, portfolios, and more
Operate a Robo-advisor with P&L, rebalancing, and fee management
