Build a Robo Advisor with Python (From Scratch) Automate your financial and investment decisions (Rob Reider, Alex Michalka)（Z-Library）

Author： Rob Reider, Alex Michalka

Take control of your wealth management by building your own reliable, effective, and automated financial advisor tool. Automated digital financial advisors—also called robo-advisors—manage billions of dollars in assets. Follow the step-by-step instructions in this hands-on guide, and you’ll learn to build your robo-advisor capable of managing a real investing strategy. In Build a Robo-Advisor with Python (From Scratch) you’ll learn how to: • Measure returns and estimate the benefits of robo-advisors • Use Monte Carlo simulations to build and test financial planning tools • Construct diversified, efficient portfolios using optimization and other methods • Implement and evaluate rebalancing methods to track a target portfolio over time • Decrease taxes through tax-loss harvesting and optimized withdrawal sequencing • Use reinforcement learning to find the optimal investment path up to, and after, retirement Automated “robo-advisors” are commonplace in financial services, thanks to their ability to give high-quality investment advice at a fraction of the cost of human advisors. Build a Robo-Advisor with Python (From Scratch) teaches you to develop one of these powerful, flexible tools using popular and free Python libraries. You’ll master practical Python skills in demand in financial services, and financial planning skills that will help you take the best care of your money. All examples are accompanied by working Python code, and are easy to adjust for investors anywhere in the world. What's inside • Advanced portfolio construction techniques • Tax-loss harvesting, sequencing of retirement withdrawals, and asset location • Financial planning using AI and Monte Carlo simulations • Rebalancing methods to track a portfolio over time About the reader Accessible to anyone with a basic knowledge of Python and finance—no special skills required.

AI Reading Assistant

Whole-book reading guide from stratified index samples; jump to passages in the text

Generate book guide

Help cover token costs

Tip the Site

Support this site Scan the WeChat Pay or Alipay code below. Logged-in and guest visitors can both tip.

Open WeChat or Alipay and scan. No login required.

Regenerate

Passage locations

Ask

Collapse guide