Stock investment method and stock investment system

A technology for stocks and investors, applied in the field of securities information services, can solve the problems of inability to communicate directly, high input costs, low work efficiency, etc., to reduce the cost of communication time and call costs, high yields, and achieve the effect of manual services

Inactive Publication Date: 2016-02-03
SUZHOU INDAL PARK LINKAGE SOFTWARE
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

At present, the communication between investment consultants and investors is mostly in the form of telephone and face-to-face, which has low work efficiency and high investment costs; some investment consultants also work through CRM and other systems to screen investors or complete company tasks, while investors However, they cannot access the CRM. They often use the Interne

Method used

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  • Stock investment method and stock investment system

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Embodiment Construction

[0029] Embodiments of the present invention will be described in detail below in conjunction with the accompanying drawings.

[0030] see figure 1 , the present invention provides a stock investment method, comprising the steps of:

[0031] S1. Confirm the data source, such as stock market data, investor position data, etc., and collect the data source in real time

[0032] S2. Build a stock pool and investment strategy package.

[0033] The stock pool of an investment advisor is mainly established based on the investor's risk preference and operating habits (short-term, mid-term, long-term, etc.). It is shown to customers that when the stock pool created by the investment advisor cannot cover certain customers, a new stock pool needs to be opened, which needs to be reviewed by the product service department. The investment strategy package is an investment portfolio created by an investment consultant for investors to track and operate. The product service department deter...

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PUM

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Abstract

The invention discloses a stock investment method and a stock investment system. A stock pool and an investment strategy package are established according to the risk appetite and the operation habit of an investor. Furthermore according to appropriate management, the stock pool and the investment strategy package are displayed to the matched investor through a website, Wechat or short messages. After the investor observes the strategy package or the dynamic change through the website, Wechat or the short messages, according to judgment himself to an investment adviser, the investor orders the investment strategy package which is suitable for the investor, thereby adjusting the investment strategy himself in time. The stock investment method and the stock investment system have advantages of constructing interconnection and intercommunication between the investment adviser and the investor, realizing direct arrival of the service of the investment adviser to the investor, realizing ms-grade real-time synchronous data pushing, helping the investor to quickly handle quotation change, greatly reducing time cost and phone expense cost in communication, and realizing replacement for artificial service.

Description

technical field [0001] The invention relates to the field of securities information services, in particular to a stock investment method and system. Background technique [0002] With the intensification of competition in the industry and the deepening of the construction of my country's multi-level capital market system, brokerages' previous profit model based solely on channel commissions is gradually changing to a profit model that emphasizes both channel commissions and wealth management fees. This transformation has put forward higher requirements for the comprehensive upgrade of the business functions of securities companies, the reshaping of business processes, and the improvement of personalized service capabilities for investors. At present, the communication between investment consultants and investors is mostly in the form of telephone and face-to-face, which has low work efficiency and high investment costs; some investment consultants also work through CRM and o...

Claims

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Application Information

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IPC IPC(8): G06Q40/04H04L12/58G06F9/44
Inventor 张宝泉
Owner SUZHOU INDAL PARK LINKAGE SOFTWARE
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