highwire-ai / open-robo-advisor

Open Robo-Advisor is a flexible robo-advisor library written in Python. 🤖
https://blog.highwire.ai
BSD 3-Clause "New" or "Revised" License
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Add advisor layer #7

Closed criccomini closed 2 years ago

criccomini commented 2 years ago

The advisor layer sits on top of the portfolio layer. Advisors look at a portfolio and the underlying ledger to make trade suggestions. There are currently two advisors: SimpleAdvisor and AssetClassAdvisor.

SimpleAdvisor makes suggestions based on specific asset targets, while AssetClassAdvisor allows developers to specify a mapping from assets to asset classes (e.g. real estate, US equities, municipal bonds, etc) along with targets for each class.