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FoF asset industry analysis method, terminal, and computer readable storage medium

An analysis method, an industry-leading technology, applied in the computer field, can solve the problems of low efficiency of FoF asset analysis, and achieve the effect of fast processing speed, less error-prone, and high analysis efficiency

Inactive Publication Date: 2018-06-12
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The main purpose of the present invention is to provide a FoF asset statistics method, aiming to solve the technical problem of low efficiency in the analysis of FoF asset industry distribution

Method used

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  • FoF asset industry analysis method, terminal, and computer readable storage medium
  • FoF asset industry analysis method, terminal, and computer readable storage medium
  • FoF asset industry analysis method, terminal, and computer readable storage medium

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Embodiment Construction

[0038] It should be understood that the specific embodiments described herein are only used to explain the present invention, but not to limit the present invention.

[0039] The terminal in the embodiment of the present invention may be a PC, a server, or a terminal device with a display function, such as a smart phone, a tablet computer, and a portable computer. This embodiment takes a server as an example for illustration.

[0040] like figure 1 As shown, the terminal may include: a processor 1001 , such as a CPU, a communication bus 1002 , a user interface 1003 , a network interface 1004 , and a memory 1005 . Among them, the communication bus 1002 is used to realize the connection and communication between these components. The user interface 1003 may include a display screen (Display), an input unit such as a keyboard (Keyboard). Optionally, the network interface 1004 may include a standard wired interface and a wireless interface (eg, a WI-FI interface). The memory 1...

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PUM

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Abstract

The invention discloses an FoF asset industry analysis method, and the method comprises the steps: obtaining a fund product in a current login account FoF asset when an FoF asset industry analysis instruction is received; querying the current position market value of the fund product, involved industries and ratios corresponding to the industries, and carrying out the statistical operation of thetotal market value of the account FoF asset; obtaining the industry distribution information of the account FoF asset according to the current position market value of the fund product, involved industries, ratios corresponding to the industries, and the total market value of the account FoF asset. The invention also discloses a terminal and a computer readable storage medium. According to the invention, the method achieves the automatic grabbing of data for the deep analysis of the industry distribution analysis of the FoF asset, is higher in processing speed than manual operation, and is higher in analysis efficiency.

Description

technical field [0001] The present invention relates to the field of computer technology, and in particular, to a FoF asset industry analysis method, a terminal and a computer-readable storage medium. Background technique [0002] FoF, Fund of Funds (FoF for short) is an advanced composite investment portfolio product with complex asset components, mainly including funds, bonds, deposits, cash and other major parts. [0003] Since FoF is an emerging concept in the investment market, there are few statistical and analytical indicators about FOF in the investment market at present, mainly the statistics of the total market value of assets. If a client wants to have an in-depth understanding of the industry distribution of the FoF assets he has purchased, he can only manually collect the industries involved in each investment product in his FoF assets by himself or his investment advisor, and conduct manual statistical analysis. Analysis is inefficient and prone to errors. S...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06
CPCG06Q40/06
Inventor 薛晨韩亮亮刘禹陆修远
Owner PING AN TECH (SHENZHEN) CO LTD
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