Robo-Advisor with Python

3

Robo-Advisor Platforms versus Algorithms

Before we start building a Robo-advisor, we should explore two different scenarios you might be considering. First, we’ll discuss setting up a series of algorithms to help manage your own investments. Second, we’ll evaluate building up a complete platform that can serve other investors. These two scenarios are fundamentally totally different strategies, the latter implying setting up and registering a company with regulated operations.

In this chapter, we will take a peek at some of the key algorithms that we will get some hands-on practice with later in this book. Then we will cover the means of scaling such algorithms for use with customers. Finally, we will discuss the additional requirements involved ...