Financial product transaction strategy system and method
A technology of financial products and strategies, applied in finance, instruments, data processing applications, etc., can solve problems such as inability to assess risk, and achieve the effect of good risk control functions
Pending Publication Date: 2020-09-18
南京水一滴网络技术有限公司
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Problems solved by technology
[0005] The invention provides a financial product transaction strategy system and method, which solves the problem that risk assessment cannot be performed according to the user's personal information and capital situation
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[0033] The present invention will be further described below in conjunction with the accompanying drawings and embodiments.
[0034] Please refer to figure 1 and figure 2 ,in, figure 1 A schematic diagram of the steps of a preferred embodiment of the financial product trading strategy system and method provided by the present invention; figure 2 The average line chart of the financial product trading strategy system and method provided by the present invention. The financial product trading strategy system and method include:
[0035] The fund allocation module distributes the user's funds proportionally according to the user's funds;
[0036] Risk assessment module, which conducts risk assessment based on the user's personal information;
[0037] The regular attention module is used to pay attention to the fluctuation of the financial product and understand the decline or rise of the financial product;
[0038] Periodic goal module, used for users to set the desired g...
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The invention provides a financial product transaction strategy system and method. The financial product transaction strategy system comprises a fund distribution module which carries out the proportional distribution of the fund of a user according to the fund of the user; a risk assessment module which performs risk assessment according to the personal information of the user; a timing attentionmodule which is used for paying attention to the fluctuation of the financial product and knowing the falling or rising condition of the financial product; and a periodic target module which is usedfor a user to obtain an expected target. According to the financial product transaction strategy system and method provided by the invention, the personal information of the user is evaluated; the personal information of the user can be evaluated in detail to judge whether the user has the risk tolerance capability and the objective judgment capability or not, so that the buying proportion can bemore accurately and autonomously selected to create the account, if the user does not have the risk tolerance capability and the objective judgment capability, the account cannot be created, and a better risk control function is achieved.
Description
technical field [0001] The present invention relates to the field of financial product trading strategies, in particular to a financial product trading strategy system and method. Background technique [0002] Finance refers to economic activities in which banks, securities or insurance companies raise funds from market entities and lend to other market entities in economic life. In a broad sense, market entities such as governments, individuals, and organizations raise, allocate, and use funds And all capital flows that arise can be called finance. Therefore, not only the financial industry, but also the government's finances, the behavior of industry companies, and personal financial management are all part of finance. Finance can be seen as three types of economic behaviors: fundraising and allocation (fundraising), and investment and financing (borrowing money to buy stocks). Finance refers to the issuance, circulation and withdrawal of currency, the issuance and withdr...
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Login to View More IPC IPC(8): G06Q40/04
CPCG06Q40/04
Inventor 王小琛
Owner 南京水一滴网络技术有限公司