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Apparatus and method for generating and validating customized investment portfolios

A verification method and asset technology, applied in neural learning methods, biological neural network models, instruments, etc., can solve the problem that the corresponding speed of the entrusted asset operation company cannot keep up with the speed of change

Pending Publication Date: 2021-08-20
爱斯普乐基金管理有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] However, the changes of the times are happening in all walks of life. In the process of rapid changes, the response speed of asset management services or entrusted asset operation companies in the institutional circle cannot keep up with the speed of change.

Method used

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  • Apparatus and method for generating and validating customized investment portfolios
  • Apparatus and method for generating and validating customized investment portfolios
  • Apparatus and method for generating and validating customized investment portfolios

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Embodiment Construction

[0039] Hereinafter, the present invention will be described in detail with reference to the accompanying drawings, so that those skilled in the art to which the present invention pertains can easily implement the present invention. However, the present invention can be embodied in various forms, and is not limited to the embodiments described here. In addition, in the drawings, in order to clearly describe the present invention, parts irrelevant to the description are omitted, and similar reference numerals are assigned to similar parts throughout the specification.

[0040]Throughout the specification, when a part is "connected" to other parts, this includes both cases of "direct connection" and cases of "indirect connection" with other elements interposed therebetween. Moreover, when a part "includes" a structural element, as long as there is no specific contrary statement, it means that other structural elements can also be included, rather than other structural elements ar...

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Abstract

A method for generating and validating customized investment portfolios according to an example of the present invention includes (a) a step of receiving an investment idea from a user terminal; (b) a step of selecting an investment product corresponding to the investment idea, and selecting an asset investment ratio distribution method for each investment product to generate the investment portfolio; (c) a step of validating risk and profitability of the investment portfolio in accordance with a past period and predetermined criteria, and providing generation results and validation results of the investment portfolio to the user terminal; and (d) a step of setting the investment portfolio to be exposed to another user terminal connected to the server in accordance with a request of the user terminal.

Description

technical field [0001] The present invention relates to a device and method capable of selecting an investment product corresponding to the concept based on a user's investment philosophy, verifying the profitability and risk of the selected investment product, and sharing it with other users. Background technique [0002] Earning and managing money will always be an essential part of our lives. There are various methods for earning and managing money, and they will continue to change in the course of changes in various environments such as changes in the times and changes in the market. In this diversity and change, there are countless people and their talents who can understand the value of the times, and many people who need to manage assets better need this talent. [0003] However, the changes of the times are happening in all walks of life. In the process of rapid changes, the response speed of asset management services or entrusted asset operation companies in the in...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06F16/9535
CPCG06Q40/06G06F16/9535G06N3/08G06F3/0233G06F3/167G06F40/258G06F16/9035G06F40/295
Inventor 朴柱成李庸济申璇
Owner 爱斯普乐基金管理有限公司