From the course: AI in Fintech Essential Training (2019)

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Roboadvising portfolios

Roboadvising portfolios

From the course: AI in Fintech Essential Training (2019)

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Roboadvising portfolios

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- [Instructor] So how is it that robo advisors work? Well, we already know that they use a survey-based approach to assess what the portfolio should be for a particular investor but how's that analysis done? Let's take a look. I'm in the 03_03_Begin Excel file. Now, we've gone through and taken a survey for a hypothetical investor and put in a set of responses. Let's see what that portfolio looks like. So as we see for this particular investor, they have a pretty good set of investment options ranging from US stocks that are non-small value, meaning large and momentum focused to international stocks, bonds, rates and even a little bit of cash. Now, how did we come up with this particular portfolio? Well, the answer is hidden in the Portfolio Calculator tab. So if I come over to the Portfolio Calculator tab, let's see how this process works. So we've taken the investor's answers from the questionnaire on the first…

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