Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletter Hub
Free Learning
Arrow right icon
timer SALE ENDS IN
0 Days
:
00 Hours
:
00 Minutes
:
00 Seconds
Robo-Advisor with Python
Robo-Advisor with Python

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

Arrow left icon
Profile Icon Aki Ranin
Arrow right icon
£9.99 per month
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2 (5 Ratings)
Paperback Feb 2023 250 pages 1st Edition
eBook
£23.99
Paperback
£29.99
Subscription
Free Trial
Renews at £9.99p/m
Arrow left icon
Profile Icon Aki Ranin
Arrow right icon
£9.99 per month
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2 (5 Ratings)
Paperback Feb 2023 250 pages 1st Edition
eBook
£23.99
Paperback
£29.99
Subscription
Free Trial
Renews at £9.99p/m
eBook
£23.99
Paperback
£29.99
Subscription
Free Trial
Renews at £9.99p/m

What do you get with a Packt Subscription?

Free for first 7 days. £13.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing

Key benefits

  • 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

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.

Who is this book 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.

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

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Feb 28, 2023
Length: 250 pages
Edition : 1st
Language : English
ISBN-13 : 9781801819695
Category :
Languages :

What do you get with a Packt Subscription?

Free for first 7 days. £13.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing

Product Details

Publication date : Feb 28, 2023
Length: 250 pages
Edition : 1st
Language : English
ISBN-13 : 9781801819695
Category :
Languages :

Packt Subscriptions

See our plans and pricing
Modal Close icon
£9.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 6,500+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
£99.99 billed annually
Feature tick icon Unlimited access to Packt's library of 6,500+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just £5 each
Feature tick icon Exclusive print discounts
£139.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 6,500+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just £5 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total £ 127.97
Generative AI with LangChain
£59.99
Time Series Indexing
£37.99
Robo-Advisor with Python
£29.99
Total £ 127.97 Stars icon
Visually different images

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2
(5 Ratings)
5 star 60%
4 star 20%
3 star 0%
2 star 20%
1 star 0%
Om S Mar 12, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
"Build your own robo-advisor in Python to manage your investments and get up and running in no time" is an essential guide for anyone who is interested in understanding the core concepts and functionalities of robo-advisors. Written by a team of experts, this book covers everything from the basics of robo-advisors to their implementation using Python programming language.The book begins by providing an overview of robo-advisors and their importance in the wealth management industry. It then covers the key decisions and considerations that one must take into account while building and licensing a platform. The authors provide a detailed explanation of the end-to-end workflow of a robo-advisor and explain how to create a workflow to design and build a robo-advisor from the bottom up.The book also provides hands-on experience in building and licensing robo-advisors using different approaches. The authors provide a step-by-step guide on how to open and fund accounts, complete KYC verification, and manage orders. The book also explains how to build robo-advisor features for goals, projections, portfolios, and more. It provides an insight into how to operate a robo-advisor with P&L, rebalancing, and fee management.One of the highlights of this book is that it is written in a clear and concise language, making it accessible even for beginners. The authors provide real-world examples and use cases to illustrate the concepts, making it easier for readers to grasp the core concepts of robo-advisors.Overall, "Build your own robo-advisor in Python to manage your investments and get up and running in no time" is an excellent book for anyone who is interested in understanding the concepts and implementation of robo-advisors. It is highly recommended for finance professionals or data professionals working in wealth management, product managers, and business leaders in financial services.
Amazon Verified review Amazon
Andrei Safronov Apr 22, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have an experience working in the Digital Investment firm and I was excited to finally see the book dedicated to this topic. Robo-Advisory is a mainstream and very attractive business nowadays. I wish I had read this book when I started my career in this domain!Firstly, the book is written in a very clear and simple language, which makes it great even for non-native English speakers.But in the same time this book provides all-around overview of the Robo-Advisory operations and architecture with a deep level of details and real-life examples.I believe this book could be super useful for both engineers and non-tech professionals, who are involved or just curious about digital investements and robo-advisory, as well as could help and guide juniors in building their own Robo-Advisory app as a pet-project.Author and publishing team did truly great job! I hope to see more books and insights related to the wealth management and robo-advisory's challenges and their future evolution!
Amazon Verified review Amazon
Allan Chua Apr 02, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Highly recommended book for people who either:1. Want to invest in Robo-advisors.2. Want to be employed by Robo-advisor companies.3. Want to build your own Robo-advisor for personal use.Aki did a great job of explaining the most critical concepts surrounding the development of a robo advisor (Goal-based investing, risk profiling, portfolio composition, KYC, account funding and order management).The author did a great job of providing working Python code and libraries (plaid, pyhanko, yfinance, pandas_montecarlo, smartystreets) for most features which makes it more valuable for professionals working in the Fintech industry.Great job on the book and I hope to see a 2nd edition of it!
Amazon Verified review Amazon
copolayuki Aug 13, 2023
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
good
Amazon Verified review Amazon
I_HATE_THIS Aug 26, 2024
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
I returned this book immediately after skimming through it for five minutes. With 25 years of coding experience, 20 of which were spent working for banks, financial companies, and related industries, this book felt too basic for me. It seems more suited for someone just starting out or still in school. If you're planning to start a business in the robo-adviser space, this book is definitely not for you. And if it is, then your startup is probably not ready.
Amazon Verified review Amazon
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is included in a Packt subscription? Chevron down icon Chevron up icon

A subscription provides you with full access to view all Packt and licnesed content online, this includes exclusive access to Early Access titles. Depending on the tier chosen you can also earn credits and discounts to use for owning content

How can I cancel my subscription? Chevron down icon Chevron up icon

To cancel your subscription with us simply go to the account page - found in the top right of the page or at https://subscription.packtpub.com/my-account/subscription - From here you will see the ‘cancel subscription’ button in the grey box with your subscription information in.

What are credits? Chevron down icon Chevron up icon

Credits can be earned from reading 40 section of any title within the payment cycle - a month starting from the day of subscription payment. You also earn a Credit every month if you subscribe to our annual or 18 month plans. Credits can be used to buy books DRM free, the same way that you would pay for a book. Your credits can be found in the subscription homepage - subscription.packtpub.com - clicking on ‘the my’ library dropdown and selecting ‘credits’.

What happens if an Early Access Course is cancelled? Chevron down icon Chevron up icon

Projects are rarely cancelled, but sometimes it's unavoidable. If an Early Access course is cancelled or excessively delayed, you can exchange your purchase for another course. For further details, please contact us here.

Where can I send feedback about an Early Access title? Chevron down icon Chevron up icon

If you have any feedback about the product you're reading, or Early Access in general, then please fill out a contact form here and we'll make sure the feedback gets to the right team. 

Can I download the code files for Early Access titles? Chevron down icon Chevron up icon

We try to ensure that all books in Early Access have code available to use, download, and fork on GitHub. This helps us be more agile in the development of the book, and helps keep the often changing code base of new versions and new technologies as up to date as possible. Unfortunately, however, there will be rare cases when it is not possible for us to have downloadable code samples available until publication.

When we publish the book, the code files will also be available to download from the Packt website.

How accurate is the publication date? Chevron down icon Chevron up icon

The publication date is as accurate as we can be at any point in the project. Unfortunately, delays can happen. Often those delays are out of our control, such as changes to the technology code base or delays in the tech release. We do our best to give you an accurate estimate of the publication date at any given time, and as more chapters are delivered, the more accurate the delivery date will become.

How will I know when new chapters are ready? Chevron down icon Chevron up icon

We'll let you know every time there has been an update to a course that you've bought in Early Access. You'll get an email to let you know there has been a new chapter, or a change to a previous chapter. The new chapters are automatically added to your account, so you can also check back there any time you're ready and download or read them online.

I am a Packt subscriber, do I get Early Access? Chevron down icon Chevron up icon

Yes, all Early Access content is fully available through your subscription. You will need to have a paid for or active trial subscription in order to access all titles.

How is Early Access delivered? Chevron down icon Chevron up icon

Early Access is currently only available as a PDF or through our online reader. As we make changes or add new chapters, the files in your Packt account will be updated so you can download them again or view them online immediately.

How do I buy Early Access content? Chevron down icon Chevron up icon

Early Access is a way of us getting our content to you quicker, but the method of buying the Early Access course is still the same. Just find the course you want to buy, go through the check-out steps, and you’ll get a confirmation email from us with information and a link to the relevant Early Access courses.

What is Early Access? Chevron down icon Chevron up icon

Keeping up to date with the latest technology is difficult; new versions, new frameworks, new techniques. This feature gives you a head-start to our content, as it's being created. With Early Access you'll receive each chapter as it's written, and get regular updates throughout the product's development, as well as the final course as soon as it's ready.We created Early Access as a means of giving you the information you need, as soon as it's available. As we go through the process of developing a course, 99% of it can be ready but we can't publish until that last 1% falls in to place. Early Access helps to unlock the potential of our content early, to help you start your learning when you need it most. You not only get access to every chapter as it's delivered, edited, and updated, but you'll also get the finalized, DRM-free product to download in any format you want when it's published. As a member of Packt, you'll also be eligible for our exclusive offers, including a free course every day, and discounts on new and popular titles.