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Sharing system and method of securities portfolio

A technology for securities and analysis reports, applied in the field of securities investment portfolio sharing systems, which can solve problems such as information opacity and lack of professional analysis services

Inactive Publication Date: 2018-08-24
张家林
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

However, the existing investment institutions usually only share the overall profit and loss of the securities investment portfolio. The information is opaque and lacks professional analysis services, making it difficult for investors to better understand the reasons for changes in portfolio returns.

Method used

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  • Sharing system and method of securities portfolio
  • Sharing system and method of securities portfolio
  • Sharing system and method of securities portfolio

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Embodiment Construction

[0023] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions of the present invention will be clearly and completely described below in conjunction with the accompanying drawings. Obviously, the described embodiments are part of the embodiments of the present invention, not all of them. the embodiment. 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.

[0024] At present, the securities investment portfolio information provided by investment institutions is not transparent, and the specific composition of the securities investment portfolio is not disclosed, so that investors only know the overall profit and loss of their portfolio, but cannot know which stocks are the main factors that drive changes in returns; Lack of professional...

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Abstract

The invention provides a sharing system and method of securities portfolios and relates to the technical field of securities investment. The system comprises a data acquisition unit and a server cluster. The data acquisition unit is used for acquiring financial data in real time and distributing the financial data to the server cluster, wherein the financial data includes stock information and company financial information. The server cluster is used for analyzing and processing pre-stored securities portfolios on the basis of the financial data so as to obtain an investment analysis report corresponding to the securities portfolios, wherein the investment analysis report at least includes characteristic information, income information and income reasons of the securities portfolios and the income information includes corresponding profits and losses of securities in the portfolios. According to the invention, a detailed investment analysis report can be provided to investors to allowthe investors to understand reasons of income changes of the securities portfolios.

Description

technical field [0001] The invention relates to the technical field of securities investment, in particular to a system and method for sharing a securities investment portfolio. Background technique [0002] Knowing the reasons for changes in the returns of securities investment portfolios can improve the scientificity of investment decisions, reduce blindness, and help reduce investors' investment risks. It is the key to investors' successful investment. However, existing investment institutions usually only share the overall profit and loss of securities investment portfolios. The information is opaque and lacks professional analysis services, making it difficult for investors to better understand the reasons for changes in portfolio returns. Contents of the invention [0003] In view of this, the object of the present invention is to provide a security investment portfolio sharing system and method, which can allow investors to understand the reasons for changes in the ...

Claims

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Application Information

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IPC IPC(8): G06Q40/06
CPCG06Q40/06
Inventor 张家林
Owner 张家林
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