Gridding global financial commodity screening method

A product screening and financial technology, applied in the field of screening, can solve problems such as loss, ignoring risk assessment and impact

Inactive Publication Date: 2018-05-29
南方翰智有限公司
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Problems solved by technology

[0005] However, financial products exist both in terms of benefits and risks. The benefits and risks of financial products have a high correlation, that is to say, the higher the returns, the higher the risks. However, the existing screening methods for financial products When screening, ignoring the assessment and impact of risks, resulting in uncertain risks after investment, or causing huge losses, are all current problems in the screening of financial products

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  • Gridding global financial commodity screening method
  • Gridding global financial commodity screening method
  • Gridding global financial commodity screening method

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Embodiment Construction

[0017] see figure 1 and figure 2 , are respectively the schematic diagram of coordinates of a single financial commodity and the schematic diagram of distribution of financial commodities in the present invention. The financial product screening method of the present invention screens an unspecified type of financial product, such as stocks, funds, or global ETFs, but its application is not limited to specific financial products. As shown in the figure, the financial product screening method of the present invention can be executed by setting a program in a calculator. This method coordinates and calculates each financial product to classify the risk and return values, and calculates the risk value of each product in advance. Since the risk value and return value of each financial commodity will change every day, the calculation of the system will set a time interval to calculate the new result, and then carry out the coordinate calculation, such as figure 1 As shown, defin...

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Abstract

A gridding global financial commodity screening method includes the following steps: setting parameter values, including the risk ranking equal division value m, the income ranking equal division value n and the predetermined number k of financial commodities; calculating the risk value and income value of each commodity, converting the financial commodities into coordinates, and equally dividingthe financial commodities into m groups according to the risk ranking of the risk values of the financial commodities, wherein the value of m is determined by the tolerance of an investor to the riskvalues; dividing the groups into n grids according to the income ranking of the income values, selecting the financial commodities contained in a calibrated grid, and calculating the number of the financial commodities contained in the calibrated grid; and finally, calculating the Markowitz market efficiency frontier of the selected financial commodities to produce a best portfolio so that the investor can choose financial commodities for investment based on risk preference.

Description

technical field [0001] The invention relates to a screening method, in particular to a gridded global financial commodity screening method for calculating the risk value and profit value of all commodities. Background technique [0002] How to invest in financial management has become another way for people to accumulate wealth, and in response to such financial needs, financial products with different investment methods have also been derived for investors to trade. [0003] At present, for the selection of targets for investing in financial products, in addition to investors’ own research on investment information, underwriting institutions such as banks, securities companies, and investment and investment consulting companies that are generally responsible for fund underwriting will also recommend financial product investment targets for investors for investment. People refer and invest. [0004] In order to achieve good investment returns, financial products will be scr...

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06
CPCG06Q40/06
Inventor 张雅慧
Owner 南方翰智有限公司
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