Robo-Advisor with Python

Table of Contents

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