Robo-Advisor with Python: A hands-on guide to building and operating your own Robo-advisor
暫譯: 使用 Python 的 Robo-Advisor:建立和運營您自己的 Robo-advisor 實用指南

Ranin, Aki

  • 出版商: Packt Publishing
  • 出版日期: 2023-02-28
  • 售價: $1,490
  • 貴賓價: 9.5$1,416
  • 語言: 英文
  • 頁數: 250
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1801819696
  • ISBN-13: 9781801819695
  • 相關分類: Python程式語言
  • 立即出貨 (庫存=1)

商品描述

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.

商品描述(中文翻譯)

建立您自己的 robo-advisor,使用 Python 管理您的投資,快速上手

購買印刷版或 Kindle 版書籍可獲得免費 PDF 電子書

主要特點

• 探索 robo-advisor 的使用案例、工作流程和功能

• 學習如何建立 robo-advisor 的核心功能,包括目標、風險問題、投資組合和預測

• 發現如何操作已建立和部署的 robo-advisor 的自動化流程

書籍描述

Robo-advisors 正在成為財富管理行業的基本要素,涵蓋從零售到高淨值投資者的所有細分市場。Robo-advisors 使您能夠管理自己的投資組合,並讓金融機構創建自動化平台以有效進行數位財富管理。本書是您了解 robo-advisors 如何運作以及如何高效構建它們的實用指南。各章節旨在幫助您全面掌握 robo-advisors 的功能及其結構,並提供端到端的工作流程。

您將首先學習影響 robo-advisor 建設的關鍵決策,以及構建和授權平台的考量。隨著學習的深入,您將發現如何使用 Python 構建 robo-advisor 的所有核心功能,包括目標、風險問卷、投資組合和預測。本書還將向您展示如何創建訂單、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,以運營 robo-advisor。

在本書結束時,您將對 robo-advisors 的運作有扎實的理解,並能夠為自己或您的業務構建一個。

您將學到什麼

• 探索 robo-advisors 的功能及其存在的原因

• 創建一個工作流程,從底層設計和構建 robo-advisor

• 使用不同的方法構建和授權 robo-advisors

• 開設和資助帳戶,完成 KYC 驗證並管理訂單

• 為目標、預測、投資組合等構建 robo-advisor 功能

• 使用損益、再平衡和費用管理運營 robo-advisor

本書適合誰

如果您是財務專業人士或在財富管理領域工作的數據專業人士,並對 robo-advisors 的運作感到好奇,那麼本書適合您。擁有基本的 Python 和投資概念理解將會有所幫助。這是一本適合希望建立自己的 robo-advisor 以管理個人投資或為其業務運營構建平台的開發者的手冊,同時也適合尋求租用、購買或構建 robo-advisor 的金融服務產品經理和商業領導者。

目錄大綱

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

目錄大綱(中文翻譯)

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