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Stock type intelligent investment advisor individual share concentration degree control method and system

A concentration and stock technology, applied in the field of intelligent investment, can solve the problems of stock market risk and high concentration of individual stocks

Inactive Publication Date: 2018-01-09
GF SECURITIES CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0005] The purpose of the present invention is to provide a method and system for controlling the concentration degree of individual stocks of stock intelligent investment advisors, so as to solve the problem that excessive concentration of individual stocks brings risks to the stock market

Method used

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  • Stock type intelligent investment advisor individual share concentration degree control method and system
  • Stock type intelligent investment advisor individual share concentration degree control method and system
  • Stock type intelligent investment advisor individual share concentration degree control method and system

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Embodiment Construction

[0044] The core of the present invention is to provide a method and system for controlling the concentration degree of individual stocks of stock intelligent investment advisors, so as to solve the problem that excessive concentration of individual stocks brings risks to the stock market.

[0045] In order to enable those skilled in the art to better understand the solution of the present invention, the present invention will be further described in detail below in conjunction with the accompanying drawings and specific embodiments. Apparently, the described embodiments are only some of the embodiments of the present invention, but not all of them. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0046] see figure 1 , figure 1 A flow chart of a stock robo-advisor stock concentration control method provided by an e...

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Abstract

The invention discloses a stock type intelligent investment advisor individual share concentration degree control method and system. The method includes collecting user data and market data to a big data storage system; generating an investment scheme according to a quantification transaction algorithm and user selection information, the investment scheme including stocks and number recommended toa user for investment; judging expected transaction volume formed by the investment scheme and a proportion of expected individual share holdings to individual share circulation market value exceedslimiting threshold values according to the user data, market data and investment scheme, and if the limiting threshold values are not exceeded, pushing the investment scheme to the user; and the limiting threshold values are not exceeded, adjusting the investment scheme according to a judgment result, and judging the adjusted investment scheme till the limiting threshold values are judged not to be exceeded. The abovementioned technical scheme disclosed by the application avoids occurrence of a situation that a individual share concentration degree is too high, thereby solving the problem thata too high individual share concentration degree brings risks to the stock market.

Description

technical field [0001] The present invention relates to the field of smart investment advisors, in particular to a method and system for controlling the concentration degree of individual stocks of stock-type intelligent investment advisors. Background technique [0002] With the rapid development of mobile Internet technology, artificial intelligence and other technologies, as well as the rise of Internet finance, the intelligent investment advisory system has also developed rapidly. The system mainly relies on the basic method of quantitative investment to provide stock selection advice, asset allocation advice and other services to small and medium investors. While the robo-advisory system provides investment advice to investors, it has also attracted widespread attention from financial regulators. Financial regulators are worried that improper use of this technology will lead to illegal behaviors such as market manipulation and fund pooling, which will endanger other inv...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/04G06Q40/06
Inventor 覃剑钊张凤娟王永强刘幸杜瑞罡张汉林李立峰蒋荣
Owner GF SECURITIES CO LTD
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