Vives i Santa Eulàlia, Josep, 1963-Kasperskaya, YuliaLuque Plaza, Ariadna2023-10-242023-10-242023-06-10https://hdl.handle.net/2445/203103Treballs Finals del Doble Grau d'Administració i Direcció d'Empreses i de Matemàtiques, Facultat d'Economia i Empresa i Facultat de Matemàtiques i Informàtica, Universitat de Barcelona, Curs: 2022-2023, Tutor: Josep Vives i Santa Eulàlia i Yulia Kasperskaya[en] One of the main objectives of this study is to describe and understand how roboadvisors work. Roboadvisors emerged with the fintech disruption. Providing user-friendly and automated process for creating and managing portfolios. We are going to examine all the steps required to create these portfolios, from investor profile creation to portfolio creation using algorithms like Modern Portfolio Theory.We are also going to go though rebalancing process to maintain the portfolio in time. Additionally, we will replicate some of these methods using real data from Yahoo Finance combined with tools like R, Excel and Portfolio Visualizer.60 p.application/pdfcatcc-by-nc-nd (c) Ariadna Luque Plaza, 2023http://creativecommons.org/licenses/by-nc-nd/3.0/es/Gestió de carteraAlgorismes computacionalsInversionsTreballs de fi de grauPortfolio managementComputer algorithmsInvestmentsBachelor's thesesinfo:eu-repo/semantics/bachelorThesisinfo:eu-repo/semantics/openAccess