Artificial intelligence arithmetic system for fund investment and financing

A computing system and artificial intelligence technology, applied in the fields of finance, resources, computing, etc., can solve the problems of inaccurate weight of fund portfolio, inability of users to select investment varieties of fund portfolios, and fuzzy delineation of investment risk preference grades, so as to achieve accurate classification. Effect

Inactive Publication Date: 2018-11-30
上海中欧财富基金销售有限公司
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Problems solved by technology

[0005] However, the above-mentioned semi-intelligent fund management method is relatively vague for investors' investment risk preference levels, and it is relatively simple to oppose the selection of funds that have been used as investment portfoli

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  • Artificial intelligence arithmetic system for fund investment and financing
  • Artificial intelligence arithmetic system for fund investment and financing
  • Artificial intelligence arithmetic system for fund investment and financing

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[0055] The following terms will be used in this application and are specifically defined as follows:

[0056] CSI 300: The CSI 300 Index is a financial indicator jointly issued by the Shanghai and Shenzhen Stock Exchanges on April 8, 2005 to reflect the compilation goals and operating conditions of the CSI 300 Index, and can be used as an evaluation standard for investment performance. Provide basic conditions for indexed investment and index derivative product innovation.

[0057] CSI 500: CSI 500 Index: It is one of the indexes developed by China Securities Index Co., Ltd. The stocks in its sample space are all A shares excluding CSI 300 index constituents and the top 300 in total market capitalization After the stock, it is composed of the top 500 stocks by total market capitalization, which comprehensively reflects the stock price performance of a group of small and medium-sized companies in the Chinese A-share market. The CSI 500 Index is also known as the CSI Small Cap 50...

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Abstract

The invention provides an artificial intelligence arithmetic system for fund investment and financing. The system comprises a user information collection layer, a user risk grade decision layer, a fund selection layer, an investment portfolio matching layer, an investment scheme matching layer and an investment scheme generation layer, wherein the user risk grade decision layer is used for establishing corresponding risk grades according to user information of the user information collection layer; the fund selection layer is used for selecting funds meeting a set standard from a plurality ofset funds to serve as investment recommendation funds; the investment portfolio matching layer is used for calculating an investment ratio through a weight ratio according to fund information selectedfrom the fund selection layer to form investment portfolios with different risks; and the investment scheme matching layer is used for performing matching on users of the user risk grade decision layer and the investment portfolios of the investment portfolio matching layer to obtain different matching portfolios. According to the system, the users of the user risk grade decision layer and the investment portfolios of the investment portfolio matching layer are matched to obtain different matching portfolios, so that fund portfolio weights are accurately selected, user risk grade classification is precise, and accurate and high-quality fund portfolio investment varieties are effectively prepared for the users to select.

Description

technical field [0001] The invention relates to the technical field of artificial intelligence applications, in particular, an artificial intelligence computing system method used in the field of fund investment and wealth management. Background technique [0002] In the traditional fund management process, the fund manager analyzes the background information and financial status of the investor to formulate an investment risk strategy for the individual investor, and manually calculates and selects a fund portfolio that meets the investment strategy according to the strategy and recommends it to the investor. Customers, and then the customers place an order to purchase fund portfolios according to the recommendation of the fund manager. In the case of rebalancing, the fund manager also conducts recalculations for the selected funds on a regular basis, and gives advice on whether to rebalance. At the same time, there is also a systematic method of semi-intelligent fund mana...

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Application Information

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IPC IPC(8): G06Q40/06G06Q10/06
CPCG06Q10/0635G06Q10/0637G06Q40/06
Inventor 伍春兰黄鹏
Owner 上海中欧财富基金销售有限公司
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