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Data processing device and method for asset allocation

An asset and data technology, applied in the field of asset allocation data processing devices, can solve problems such as large service differences, inability to adjust, unscientific asset allocation methods, etc., to achieve transaction optimization and meet individual needs.

Inactive Publication Date: 2017-12-22
璇玑智能(北京)科技有限公司
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  • Application Information

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Problems solved by technology

However, people usually have some problems in the process of investment and financial management: they cannot continue to invest, especially in the case of losses, and few people dare to persist; they are easily affected by the external environment, and their investment behavior is emotional; asset allocation methods Unscientific, unable to adjust in time according to market changes
It can target more people and benefit a wider range of people; it can also provide a wide range of product supply and professional asset allocation, so that people can receive professional investment guidance; it can also provide personalized investment plans to meet different types of investment Investors' investment needs, so as to assist investors to make better investment decisions, so as to solve the problems of high labor costs, narrow audience, and large service differences in existing technologies

Method used

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  • Data processing device and method for asset allocation
  • Data processing device and method for asset allocation
  • Data processing device and method for asset allocation

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Embodiment Construction

[0038] In the following detailed description, reference is made to the accompanying drawings which form a part hereof. In the drawings, similar symbols typically identify similar components, unless context dictates otherwise. The exemplary embodiments described in the detailed description, drawings, and claims are not intended to be limiting. Other embodiments may be utilized, and other changes may be made, without departing from the spirit or scope of the present subject matter. It is to be understood that various configurations, substitutions, combinations, designs of the various aspects of the present invention generally described herein and illustrated in the accompanying drawings are possible, all of which expressly constitute the present invention. part.

[0039] First aspect of the invention

[0040] figure 1 A schematic diagram of a data processing device for asset allocation according to an embodiment of the present invention is shown. Depend on figure 1It can b...

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Abstract

The invention discloses a data processing device for asset allocation. The device includes: a data acquisition module, which obtains unstructured data through a human-computer interaction port, and obtains structured data through a financial information database; a data processing module, which processes the structured data and the unstructured data to obtain a preliminary Analyzing data; the digital configuration module, based on the preliminary analysis data, and solving based on the Markowitz configuration model to obtain the digital configuration results of large-category assets; the product adaptation module, according to the digital configuration results of the large-category assets and the product collection of large-category assets, Optimizing the products in the product set, so as to obtain the optimal product investment portfolio. The invention also discloses a data processing method for asset allocation. The invention realizes automatic provision of individualized asset combination strategy by means of technical means, and solves the problems of high labor cost, narrow audience and large service difference in traditional investment consultants.

Description

technical field [0001] The invention relates to the technical field of information processing. More specifically, it relates to a data processing device and method for asset configuration. Background technique [0002] At present, investment and financial management has become a part of people's daily life. However, people usually have some problems in the process of investment and financial management: they cannot continue to invest, especially in the case of losses, and few people dare to persist; they are easily affected by the external environment, and their investment behavior is emotional; asset allocation methods It is unscientific and cannot be adjusted in time according to market changes. At this time, traditional investment consultants provide people with professional advice through one-on-one exclusive consultation methods to meet individual investment needs. However, the cost of traditional investment consulting methods is high, the audience is limited, and th...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/06
CPCG06Q10/0637G06Q10/0635G06Q40/06
Inventor 贾宜宸吴凌峰
Owner 璇玑智能(北京)科技有限公司
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