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Use of Robo Advisors for Security Analysis and Portfolio Management: A Technological Innovation in Financial Markets

Use of Robo Advisors for Security Analysis and Portfolio Management: A Technological Innovation in Financial Markets
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Author(s): Partap Singh (Maharishi Markendshwar University, Mullana, India)
Copyright: 2026
Pages: 38
Source title: Regulation and Innovation in Financial Markets
Source Author(s)/Editor(s): Safae Ismaili (TALY Green & Growth, Morocco)
DOI: 10.4018/979-8-3373-1404-4.ch001

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Abstract

This paper evaluates the effectiveness of robo-advisors in security analysis and portfolio management, focusing on their performance relative to traditional advisory services. By analyzing algorithms and technologies used in robo-advisors, the study assesses their capabilities in risk management, performance evaluation, and user satisfaction. Both primary data, gathered from surveys and interviews, and secondary data from case studies are used to evaluate trust, user experiences, and the overall efficacy of robo-advisors in investment strategies. The findings indicate that robo-advisors provide high user satisfaction, demonstrate effective portfolio management, and offer significant potential for integration with traditional advisory models. This research contributes to the understanding of robo-advisors' evolving role in modern finance, highlighting their impact on investment decision-making and the future of financial advisory services.

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