Robo-Advisor with Python
A hands-on guide to building and operating your own Robo-advisor
Created by Aki Ranin
Discover how to design, build, and operate your own digital wealth management platform using Python. Gain hands-on experience with the core features of robo-advisors, from client onboarding to automated portfolio management. Learn practical techniques to automate investing for yourself or your business.
Packt | Feb 2023 | 250 min
What You Will Learn
You will start by exploring the key decisions and workflows behind robo-advisors, then dive into practical coding exercises that cover building essential features like goal setting, risk assessment, and portfolio projections. Step-by-step guidance helps you automate account management and reporting, so you can confidently operate a digital investment platform.
Key Features
- Design end-to-end robo-advisor workflows and automate investment decisions
- Build account opening, KYC, and order management features using Python
- Implement performance reporting, rebalancing, and fee management tools
Target Audience
Ideal for finance and data professionals with a basic understanding of Python and investing concepts. If you want to build a robo-advisor for personal use, create a platform for your business, or better understand digital wealth management, you'll find actionable skills and insights here. Product managers and business leaders in financial services will also benefit.
