AI automated Investing using Robo advisors (complete guide)
- Basic familiarity with MS Excel
- The course offers investing approach to AI, no coding lectures are given
During the last decade, the sector of automated investing using Robo advisors has been growing at an increasing rate, and is projected to reach $7 trillion dollars in assets under management by 2025.
The main force behind this growth is the expanding number of investors who decide to invest their money using these online platforms.
The underlying technology of AI, deep learning and sophisticated algorithms, enable Robo advisors to outperform the investing strategies of individual retail investors, as well as the excessive fees of human financial advisors.
To do so, Robo advisors are constantly scanning the stock market trying to spot new opportunities. At the same time, they buy and sell stocks, based on their price movements in order to increase the returns for the investor. As an extra boost, they minimize taxes payable by following tax-smart processes.
During the course, we will examine the weak spots of individual investors and human financial advisors and how the technology of Robo advisors exploits them to gain competitive advantages over them.
As we continue, we will go through the fundamental operations performed by Robo advisors, such as automatic portfolio rebalancing and tax-loss harvesting. Getting familiar with these terms will later make us able to understand in depth the services offered by each Robo advisor firm.
Next, we will see a highly detailed benchmarking of the 10 hottest Robo advisors available in the market. This comparative assessment will give us all the necessary insights to decide which Robo advisor satisfies our investing needs and enables us to achieve our financial goals in the best way possible. Such goals might be:
Sending your kid to college
Buying a new house
Watching your portfolio grow at an exponential rate year over year
Or... just paying off an old debt
In the final section of the course, we will go through real case studies tracking and evaluating the performance of 3+1 real-world portfolios, built by a prominent Robo advisor, that cover every type of investor.
To do so, we will learn how to use the superb investment analysis tool: "Portfolio Performance" which is free to download and use.
"Portfolio Performance" allows us to track the price development of every stock in our portfolio, as well as the overall performance of our portfolio as a whole. In addition, the software provides us with numerous charts and indicators which in turn help us visualize market data and monitor our investments effectively, for free.
You got nothing to worry about, as the course is backed by a 30-day money back guarantee, no questions asked. Feel free to have a look at the open modules!
Wait no more, hit the enroll button and start your journey in AI automated investing, NOW!
(not a financial advisor)
Who this course is for:
- Individuals interested in adopting new technology trends to disrupt "business as usual" investing to their advantage
- 00:17Welcome and a first note
" Fanis Vynios is a MEng Chemical engineer interested in blending engineering precision and innovation with business insights. He is a disruption disciple and "Tokenize everything" supporter.
While undergrad, he completed an internship in the 8th biggest company (Oil & Energy sector) in Greece according to Fortune Greece magazine.
He is passionate about entrepreneurship and his fields of interest include: Automation systems, Fintech, Blockchain technology and Renewable energy ventures "