Robo-Advisor with Python: A hands-on guide to building and operating your own Robo-advisor

Build your own robo-advisor in Python to manage your investments and get up and running in no time

Purchase of the print or Kindle book includes a free PDF eBook

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.

By the end of this book, you’ll have gained a solid understanding of how Robo-advisors work and be well on your way to building one for yourself or your business.

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

Who this book is for

If you are a finance professional or a data professional working in wealth management and are curious about how robo-advisors work, this book is for you. It will be helpful to have a basic understanding of Python and investing concepts. This is a great handbook for developers interested in building their own robo-advisor to manage personal investments or build a platform for their business to operate, as well as for product managers and business leaders in financial services looking to lease, buy, or build a robo-advisor.

用Python建立自己的機器人顧問，以管理您的投資並快速上手

購買印刷版或Kindle書籍，即可免費獲得PDF電子書

主要特點

- 探索機器人顧問的使用案例、工作流程和功能
- 學習如何為目標、風險問題、投資組合和預測建立核心機器人顧問能力
- 發現如何操作已建立並部署的機器人顧問的自動化流程

書籍描述

機器人顧問已成為財富管理行業的基本要求，從零售到高資產淨值投資者。機器人顧問使您能夠管理自己的投資組合，並使金融機構能夠創建有效的數字財富管理平台。本書是您實踐理解機器人顧問工作原理並高效構建機器人顧問的實用指南。各章節的設計方式旨在幫助您全面了解機器人顧問的工作內容以及它們的端到端工作流程。

您將首先學習影響構建機器人顧問的關鍵決策，以及構建和許可平台的考慮因素。隨著進一步的學習，您將了解如何使用Python構建機器人顧問的所有核心能力，包括目標、風險問卷、投資組合和預測。本書還向您展示如何創建訂單，以及開設帳戶並進行KYC驗證以進行交易。最後，您將能夠輕鬆實施性能報告和再平衡等功能，以便運營機器人顧問。

通過閱讀本書，您將對機器人顧問的工作原理有深入的了解，並且在為自己或您的業務構建機器人顧問的道路上已經取得了堅實的基礎。

您將學到什麼

- 探索機器人顧問的功能和存在的原因
- 建立從頭開始設計和構建機器人顧問的工作流程
- 使用不同方法建立和許可機器人顧問
- 開設和資助帳戶，完成KYC驗證，並管理訂單
- 為目標、預測、投資組合等建立機器人顧問功能
- 通過利潤和損益、再平衡和費用管理運營機器人顧問

本書適合對機器顧問工作原理感興趣的金融專業人士或數據專業人士，並且對Python和投資概念有基本的了解。對於希望建立自己的機器人顧問來管理個人投資或構建業務平台的開發人員來說，這是一本很好的手冊，同時也適合金融服務中的產品經理和業務領導者，他們希望租賃、購買或構建機器人顧問。

1. Introduction to Robo-Advisors
2. What Makes Up a Robo-Advisor?
3. Robo-Advisor Platforms versus Algorithms
4. Leasing, Buying, or Building Your Own Robo-Advisor?
5. Basic Setup and Requirements for Building a Robo-Advisor
6. Goal-Based Investing
7. Risk Profiling and Scoring
8. Model Portfolio Construction
9. Investment Projections
10. Account Opening and KYC
11. Funding Your Account
12. Order Management and Execution
13. Performance Reporting
14. Rebalancing
15. Dividends and Fee Management
16. Regulations for Robo-Advisors

1. Robo-Advisor 簡介
2. Robo-Advisor 的組成要素
3. Robo-Advisor 平台與演算法的比較
4. 租用、購買或自行建立 Robo-Advisor？
5. 建立 Robo-Advisor 的基本設置和要求
6. 目標導向投資
7. 風險評估和評分
8. 模型投資組合建構
9. 投資預測
10. 開立帳戶和 KYC（了解客戶）流程
11. 資金存入帳戶
12. 訂單管理和執行
13. 績效報告
14. 再平衡
15. 股息和費用管理
16. Robo-Advisor 的相關法規