Resource management method and device, equipment, storage medium and program product

Abstract

The invention discloses a resource management method and device, equipment, a storage medium and a program product, and relates to the technical field of computers. The method comprises the following steps: displaying a resource management interface; receiving a subject selection operation for a first resource management subject in the at least one resource management subject; and in response to the main body selection operation, displaying resource management information corresponding to the first resource management main body, the resource management information being used for representing a resource management state of the first resource management main body for the at least one funded operation main body, and the resource management information comprising at least one of resource holding information and resource change information. The use object can obtain the resource management information which is based on the resource management main body and is sorted, standard, comprehensive and accurate through the resource management interface, so that a more intelligent investment decision is realized, and the rate of return on investment is improved. The method can be applied to various resource management scenes such as an individual investment financing scene and a fund financing scene.

Description

Technical Field

[0001] Embodiments of the present application relate to the field of computer technologies, and particularly to a resource management method, apparatus, device, storage medium, and program product. Background Art

[0002] With the rapid development of economy and technology, more and more users choose more diverse ways to conduct resource investment processes. The diversified allocation and management of resources help to maximize the utilization of the held resources, and accurate and comprehensive information acquisition also helps users make more rational and scientific decisions and improve investment returns.

[0003] In related technologies, some management entities are obligated to disclose the resource management status to the public. If a user wishes to participate in the investment process, they can view the resource management status disclosed by the management entity through channels such as financial applications and financial mini-programs, so that the user can choose the objects of their investment.

[0004] The above display method of the resource management status is relatively limited, with limited data display capabilities and low human-computer interaction efficiency. Summary of the Invention

[0005] Embodiments of the present application provide a resource management method, apparatus, device, storage medium, and program product. A user can obtain organized, standardized, comprehensive, and accurate resource management information based on the resource management entity through the resource management interface, so as to make a more informed investment decision and improve the investment return rate. The technical solutions are as follows.

[0006] On the one hand, a resource management method is provided. The method includes:

[0007] Display a resource management interface, where the resource management interface includes at least one resource management entity, and the resource management entity is an entity that provides operating resources to an operating entity;

[0008] Receive a subject selection operation for a first resource management entity among the at least one resource management entity;

[0009] In response to the subject selection operation, display the resource management information corresponding to the first resource management entity, where the resource management information is used to characterize the resource management status of the first resource management entity for at least one invested operating entity, the at least one invested operating entity is the operating entity that the first resource management entity invests the operating resources in, and the resource management information includes at least one of resource holding information and resource change information.

[0010] On the other hand, a resource management method is provided. The method includes:

[0011] Obtain management entity information corresponding to at least one operating entity respectively, where the management entity information includes information of at least one resource management entity that invests in the operating entity;

[0012] For a first operating entity among the at least one operating entity, determine at least one first resource management entity that invests in the first operating entity based on the management entity information;

[0013] Based on the resource investment relationship between the first resource management entity and the at least one operating entity, determine at least one funded operating entity invested by the first resource management entity, where the resource investment relationship is used to represent that the resource management entity invests operating resources in the operating entity, and the at least one funded operating entity includes the first operating entity;

[0014] Based on the resource management status of the first resource management entity for the at least one funded operating entity, obtain the resource management information corresponding to the first resource management entity.

[0015] On the other hand, a resource management device is provided, and the device includes:

[0016] A display module, configured to display a resource management interface, where the resource management interface includes at least one resource management entity, and the resource management entity is an entity used to provide operating resources to an operating entity;

[0017] A receiving module, configured to receive a subject selection operation for a first resource management entity among the at least one resource management entity;

[0018] The display module is further configured to, in response to the subject selection operation, display the resource management information corresponding to the first resource management entity, where the resource management information is used to represent the resource management status of the first resource management entity for at least one funded operating entity, the at least one funded operating entity is the operating entity that the first resource management entity invests the operating resources in, and the resource management information includes at least one of resource holding information and resource change information.

[0019] On the other hand, a resource management device is provided, and the device includes:

[0020] An obtaining module, configured to obtain management entity information corresponding to at least one operating entity respectively, where the management entity information includes information of at least one resource management entity that invests in the operating entity;

[0021] A determining module, configured to, for a first operating entity among the at least one operating entity, determine at least one first resource management entity that invests in the first operating entity based on the management entity information;

[0022] The determining module is further configured to determine at least one invested operation entity invested by the first resource management entity based on the resource investment relationship between the first resource management entity and the at least one operation entity, where the resource investment relationship is used to represent that the resource management entity invests operation resources in the operation entity, and the at least one invested operation entity includes the first operation entity;

[0023] The obtaining module is further configured to obtain the resource management information corresponding to the first resource management entity based on the resource management status of the first resource management entity for the at least one invested operation entity; wherein, upon receiving an information obtaining request sent by a terminal for the information corresponding to the first resource management entity, the obtaining module sends the resource management information corresponding to the first resource management entity to the terminal, and the resource obtaining request is used to obtain the resource management information corresponding to the first resource management entity.

[0024] On the other hand, a computer device is provided, where the computer device includes a processor and a memory, and at least one instruction, at least one program, a code set or an instruction set is stored in the memory, and the at least one instruction, the at least one program, the code set or the instruction set is loaded and executed by the processor to implement the resource management method as described in any one of the embodiments of the present application above.

[0025] On the other hand, a computer-readable storage medium is provided, and at least one instruction, at least one program, a code set or an instruction set is stored in the storage medium, and the at least one instruction, the at least one program, the code set or the instruction set is loaded and executed by a processor to implement the resource management method as described in any one of the embodiments of the present application above.

[0026] On the other hand, a computer program product or a computer program is provided, the computer program product or the computer program includes computer instructions, and the computer instructions are stored in a computer-readable storage medium. A processor of a computer device reads the computer instructions from the computer-readable storage medium, and the processor executes the computer instructions, so that the computer device executes the resource management method as described in any one of the above embodiments.

[0027] The beneficial effects brought by the technical solution provided by the embodiments of the present application at least include:

[0028] On the displayed resource management interface, if a subject selection operation for the first resource management subject among them is received, the resource management information corresponding to the first resource management subject is displayed. In this process, the user can obtain, through the resource management interface, organized, standardized, comprehensive, and accurate resource management information based on the resource management subject, and it also enables the user to efficiently view the resource management status of the first resource management subject for at least one funded operation subject. For example, the resource holding information can show the resource holding situation of the first resource management subject for the funded operation subject to the user, and the resource change information can show the change situation of the resources held by the first resource management subject for the funded operation subject to the user. Therefore, as a public user, the user can make a more informed investment decision based on the resource management information, which also helps the user better evaluate risks and returns, enhance their ability to respond to market changes by capturing the timely changes in market resources, and improve the investment return rate. BRIEF DESCRIPTION OF THE DRAWINGS

[0029] In order to more clearly illustrate the technical solutions in the embodiments of the present application, the following will briefly introduce the drawings required for the description of the embodiments. Obviously, the drawings in the following description are only some embodiments of the present application. For those of ordinary skill in the art, without creative efforts, other drawings can also be obtained based on these drawings.

[0030] Figure 1 is a structural block diagram of a management system provided by an exemplary embodiment of the present application;

[0031] Figure 2 is a flowchart of a resource management method provided by an exemplary embodiment of the present application;

[0032] Figure 3 is a resource display interface displayed on a financial program provided by an exemplary embodiment of the present application;

[0033] Figure 4 is a schematic diagram of an interface of a resource management interface provided by an exemplary embodiment of the present application;

[0034] Figure 5 is a schematic diagram of an interface of a resource management interface provided by another exemplary embodiment of the present application;

[0035] Figure 6 is a schematic diagram of an interface of a resource management interface provided by still another exemplary embodiment of the present application;

[0036] Figure 7 is a schematic diagram of an interface of a resource management interface provided by yet another exemplary embodiment of the present application;

[0037] Figure 8It is a schematic diagram of the interface of resource management information provided by an exemplary embodiment of the present application;

[0038] Figure 9 It is a schematic diagram of the interface of resource management information provided by another exemplary embodiment of the present application;

[0039] Figure 10 It is a flowchart of a resource management method provided by another exemplary embodiment of the present application;

[0040] Figure 11 It is a flowchart of a resource management method provided by still another exemplary embodiment of the present application;

[0041] Figure 12 It is a schematic diagram of an operation announcement provided by an exemplary embodiment of the present application;

[0042] Figure 13 It is a schematic diagram of the interface of the top ten shareholders and the top ten tradable shareholders publicly disclosed by the operating entity as a listed company provided by an exemplary embodiment of the present application;

[0043] Figure 14 It is a schematic diagram of the interface of an operation announcement of listed company S that issues stocks in region M provided by an exemplary embodiment of the present application;

[0044] Figure 15 It is a screenshot of the date information in the management entity information provided by still another exemplary embodiment of the present application;

[0045] Figure 16 It is a schematic diagram of the latest shareholder information of a listed company provided by an exemplary embodiment of the present application;

[0046] Figure 17 It is a flowchart of a resource management method provided by yet another exemplary embodiment of the present application;

[0047] Figure 18 It is a flowchart of a resource management method executed by a server provided by an exemplary embodiment of the present application;

[0048] Figure 19 It is a data processing flowchart provided by an exemplary embodiment of the present application;

[0049] Figure 20 It is a structural block diagram of a resource management device provided by an exemplary embodiment of the present application;

[0050] Figure 21 It is a structural block diagram of a resource management device provided by another exemplary embodiment of the present application;

[0051] Figure 22 It is a structural block diagram of a server provided by an exemplary embodiment of the present application. Detailed implementation manners

[0052] To make the objectives, technical solutions, and advantages of the present application clearer, the following will further describe in detail the implementation manners of the present application with reference to the accompanying drawings.

[0053] In the related art, some management entities are obligated to disclose the resource management status to the public. If an object of use wishes to participate in the investment process, it can view the resource management status disclosed by the management entity through channels such as financial applications and financial mini-programs, so that the object of use can choose the object it invests in. The above display method of the resource management status is relatively limited, the data display ability is limited, and the human-computer interaction efficiency is relatively low.

[0054] In the embodiments of the present application, a resource management method is introduced. An object of use can obtain organized, standardized, comprehensive, and accurate resource management information based on the resource management entity through a resource management interface, so as to make a more informed investment decision and improve the investment return rate. The resource management method proposed in the embodiments of the present application can be applied to various resource management scenarios such as personal investment and financial management scenarios, fund investment and financial management scenarios, insurance investment and financial management scenarios, and real estate investment management scenarios, which are not limited herein.

[0055] In an optional embodiment, taking the application of the above resource management method to a personal investment and financial management scenario as an example, the following description is given.

[0056] Illustratively, when a personal object of use hopes to achieve the financial management process by selecting a company (operating entity) to acquire the company's stock (that is, investing resources in the operating entity to obtain the company's equity), in order to make a more informed investment strategy as much as possible, the object of use usually chooses to refer to the investment strategies of other celebrities or institutions. The investment strategies of celebrities or institutions are usually non-public data or data only disclosed to some people. However, the companies invested in by celebrities or institutions will disclose the management entity information of the main resource management entities (at least one resource management entity) regularly or irregularly, such as disclosing the management entity information in periodic reports such as annual reports and quarterly reports, or disclosing the management entity information in operating announcements representing irregular changes, etc.

[0057] Optionally, a resource management reference platform develops a resource management program (such as an application program, a mini-program, or a web platform, etc.) and provides it for the public (all or most of the users) to use; the resource management reference platform corresponds to a background server, and the background server can obtain the management entity information corresponding to at least one company in real time or regularly (such as the background server detects in real time whether multiple listed companies announce the management entity information, and if so, obtains the management entity information in a timely manner). The management entity information includes the information of at least one resource management entity (such as individual investors, or institutional investors such as fund companies and insurance companies, etc.) that invests in the corresponding company; then, for any company A, the background server can determine the first resource management entity that invests in company A through the management entity information (such as the first resource management entity includes individual investor L, company M, fund company K, etc.), and further analyze the resource investment relationship between the first resource management entity and at least one company, that is, analyze whether the resource management entity has invested operating resources (such as money for buying stocks, intellectual property rights, etc.) in the company, so as to determine at least one invested operating entity (i.e., the company invested by the first resource management entity) based on the first resource management entity. For example, if the first resource management entity is individual investor L, and it not only invests in company A but also in company B, then the at least one invested operating entity corresponding to the first resource management entity includes company A and company B. Finally, based on the resource management status of the first resource management entity for at least one invested operating entity, the resource management information corresponding to the first resource management entity is obtained. For example, analyze the resource management status of individual investor L for company A and the resource management status of individual investor L for company B, so as to comprehensively obtain the resource management information corresponding to individual investor L.

[0058] Optionally, the resource management reference platform analyzes the resource management information corresponding to multiple resource management entities based on the above process and displays multiple resource management entities on the resource management interface; the user can view the corresponding resource management information by performing a main body selection operation on the resource management entity to determine the company situation of the company invested by the resource management entity and the investment situation of the resource management entity in the company; by viewing the resource management information corresponding to at least one resource management entity respectively, it helps the user select the company to be invested in, that is, helps the user make a more accurate investment strategy. The usage method of the resource management information here is only a schematic example and is not limited here.

[0059] It should be noted that before and during the collection of relevant user data in this application, a prompt interface, a pop-up window, or voice prompt information can be displayed. The prompt interface, pop-up window, or voice prompt information is used to prompt the user that their relevant data is currently being collected, so that this application only starts to execute the relevant steps for obtaining the user's relevant data after obtaining the confirmation operation issued by the user for the prompt interface or the pop-up window. Otherwise (that is, when the confirmation operation issued by the user for the prompt interface or the pop-up window is not obtained), the relevant steps for obtaining the user's relevant data are ended, that is, the relevant data of the user is not obtained. In other words, all user data collected by this application is collected with the consent and authorization of the user, and the collection, use, and processing of relevant user data need to comply with relevant laws, regulations, and standards in the relevant region.

[0060] The management system involved in the embodiments of this application will be described. The resource management method provided by the embodiments of this application can be implemented by the terminal alone, or by the server, or by the terminal and the server through data interaction. The embodiments of this application do not limit this. Optionally, taking the interaction between the terminal and the server to execute the resource management method as an example for description.

[0061] Schematically, please refer to Figure 1 , in this management system, the terminal 110 and the server 120 are involved, and the terminal 110 and the server 120 are connected through the communication network 130.

[0062] In some embodiments, a financial application 111 is installed in the terminal 110, and the financial application 111 corresponds to the server 120.

[0063] Optionally, the server 120 can obtain the management entity information corresponding to at least one operating entity respectively, so as to determine the resource management information corresponding to the resource management entity based on the management entity information. Among them, the management entity information includes the information of at least one resource management entity that invests in the operating entity.

[0064] In some embodiments, the terminal 110 displays a resource management interface.

[0065] Among them, the resource management interface includes at least one resource management entity, and the resource management entity is an entity used to provide operating resources to the operating entity. Schematically, the resource management interface is an interface displayed when the financial application 111 runs, and it includes at least one resource management entity for the user to select.

[0066] In some embodiments, the terminal 110 receives a subject selection operation for the first resource management entity among at least one resource management entity.

[0067] Schematically, the user can perform a subject selection operation on the resource management subject displayed on the terminal 110, and use the resource management subject pointed to by the subject selection operation as the first resource management subject; the subject selection operation can be, for example, a click operation or a long - press operation on the first resource management subject.

[0068] In some embodiments, the terminal 110 displays the resource management information corresponding to the first resource management subject in response to the subject selection operation.

[0069] Schematically, the subject selection operation is used to display the resource management information of the selected first resource management subject. Among them, the resource management information is used to characterize the resource management status of the first resource management subject with respect to at least one invested - in operating subject. The at least one invested - in operating subject is an operating subject in which the first resource management subject invests and operates resources. The resource management information includes at least one of resource holding information and resource change information.

[0070] Optionally, the terminal 110 can send an information acquisition request to the server 120 through the communication network 130 in response to the subject selection operation, so that the server 120 sends the resource management information corresponding to the first resource management subject to the terminal 110 through the communication network 130, in order to render and display the resource management information corresponding to the first resource management subject on the interface of the financial application 111.

[0071] Optionally, the terminal 110 can also analyze the resource management status of the first resource management subject with respect to at least one invested - in operating subject in response to the subject selection operation, thereby analyzing and determining the resource management information corresponding to the first resource management subject, and then the terminal 110 renders and displays the resource management information corresponding to the first resource management subject on the interface of the financial application 111. That is to say: the method of obtaining the resource management information is not limited here.

[0072] It should be noted that the above - mentioned terminal includes, but is not limited to, mobile terminals such as mobile phones, tablet computers, portable laptop computers, intelligent voice interaction devices, intelligent household appliances, vehicle terminals, etc., and can also be implemented as a desktop computer, etc.; the above - mentioned server can be an independent physical server, or a server cluster or distributed system composed of multiple physical servers, or a cloud server.

[0073] Combined with the above - mentioned noun introduction and application scenarios, the resource management method provided by this application is described. Taking the application of this method to the terminal as an example, as Figure 2 shown, this method includes the following steps 210 to 230.

[0074] Step 210, display a resource management interface.

[0075] Schematically, the resource management interface is an interface displayed on a financial program, such as a financial application, a financial mini-program, a web platform, etc. Optionally, in response to a triggering operation on a resource management control on the financial program, the resource management interface is displayed.

[0076] Among them, the resource management interface includes at least one resource management entity, and the resource management entity is an entity that provides operating resources to the operating entity.

[0077] Schematically, the resource management entity is an entity that makes resource investments for the operating entity. The resource management entity includes various forms of investment entities such as individual investment entities (individual investors), group investment entities (such as a group of individual investors forming a group and acting as an investment entity), family investment entities (such as a famous family with a celebrity as the main body acting as an investment entity), institutional investment entities (such as fund companies and insurance companies participating in the investment process), etc.; among them, the resource management entity under the institutional investment entity usually appears as an individual manager investment entity participating in the investment process (such as a fund manager in a fund company, an economic management manager in an insurance company, etc.), and can also appear as the institution itself, which is not limited here.

[0078] Schematically, the operating entity is a legal entity responsible for operation, management, implementation, and control in business activities. The operating entity can obtain resources such as money, goods, and intellectual property through operating processes such as research activities and economic activities. Optionally, the operating entity can be divided into listed companies, non-listed companies, etc.; the operating entity can also be divided into joint stock limited companies, limited liability companies, etc.; among them, a listed company is a special form of a joint stock limited company, that is, a joint stock limited company may be a listed company or a non-listed company. The stocks of a joint stock limited company as a listed company meet the listing conditions and can be traded on the stock exchange, and the stocks of a non-listed joint stock limited company are usually traded through methods such as agreement transfer and equity trading platforms and cannot be publicly traded on the stock exchange. Therefore, non-listed companies include some joint stock limited companies and limited liability companies, etc.

[0079] As Figure 3 shown, it is a resource display interface displayed on a financial program, which includes a resource management control 310 for triggering the display of the resource management interface; if a triggering operation such as a click operation or a long press operation is performed on the resource management control 310, the resource management interface can be displayed.

[0080] Among them, the resource management interface includes at least one resource management entity, and the resource management entity is an entity that invests operating resources in the operating entity.

[0081] As Figure 4As shown, it is a schematic diagram of the resource management interface. If the resource management interface is the "All Share Certificates" interface, it includes at least one resource management entity 410, such as A share certificates, B share certificates, etc. Each share certificate can represent a different resource management entity or a pre-set column entity, etc., which is not limited here.

[0082] Such as Figure 5 As shown, it is a schematic diagram of another resource management interface, which includes multiple resource management entities 510, such as the share certificates corresponding to Fund Manager B, the share certificates corresponding to Fund Manager C, etc.; such as the share certificates held by Fund Manager B, Fund Manager C, etc. are the share certificates of public offering fund managers' positions.

[0083] Such as Figure 6 As shown, it is a schematic diagram of yet another resource management interface, which includes multiple resource management entities 610, such as the share certificates corresponding to resource management entity M, the share certificates corresponding to institution N, etc.; such as resource management entity M, institution N, etc. are the share certificates held by non-public offering celebrities / well-known institutions.

[0084] In an optional embodiment, the resource management entities of the first investment entity type are displayed on the resource management interface in the first entity style.

[0085] Among them, the first investment entity type is the type of resource management entity that receives investment resources from all investment entities to convert them into investment operation resources for investing in the operation entity. The investment resources are used to be converted into investment operation resources for investing in the operation entity through the resource management entity.

[0086] Schematically, the investment entity is the entity used for resource investment. The investment entity can be an individual entity, a company entity, or a team entity, etc.; the investment resources are the resources invested by the investment entity. If the investment entity chooses to directly invest resources in the operation entity, the investment entity can be regarded as a resource management entity, and the investment resources invested by the investment entity can also be regarded as operation resources, that is, there may be an intersection between the resource management entity and the investment entity.

[0087] In addition, the investment entity can also choose to entrust the investment resources to a resource management entity such as a fund company (such as refined to a fund manager under the fund company), etc. In this case, the resource management entity can aggregate the investment resources entrusted to it by at least one investment entity and select the operation entity that needs to be invested to invest in it. In this process, the investment resources are converted into investment operation resources for investing in the operation entity through the resource management entity.

[0088] Schematically, the resource management entity of the first investment entity type is displayed in the first entity style on the resource management interface. The entity style is the display style of the resource management entity, such as at least one of various display styles like the font color style, special effect style, etc. For example, if the first entity style is yellow font, then the resource management entity of the first investment entity type is displayed in yellow font on the resource management interface. For example, if the resource management entity of the first investment entity type that receives investment resources from all investment entities is a public fund manager, then information such as the name of the public fund manager is displayed in yellow font.

[0089] In an optional embodiment, the resource management entity of the second investment entity type is displayed in the second entity style on the resource management interface.

[0090] Among them, the second investment entity type is an entity type other than the first investment entity type, and the first entity style and the second entity style are different.

[0091] Schematically, since the second investment entity type is other than the first investment entity type, that is, it means that if the resource management entity does not receive investment resources from all investment entities, then the resource management entity is of the second investment entity type. Optionally, the resource management entity includes various forms of investment entities such as individual investment entities, group investment entities, family investment entities, institutional investment entities, etc.; among them, the resource management entity under the institutional investment entity usually appears as a single manager investment entity participating in the investment process, etc., and can also appear as the institution itself.

[0092] Therefore, the resource management entity is of the first investment entity type that receives investment resources from all investment entities, such as: a public fund manager under a public fund company. At this time, the public fund manager faces all investment entities, that is, the public can all participate; the resource management entity is of the second investment entity type that does not receive investment resources from all investment entities, such as: an individual investment entity (directly investing investment resources in the operating entity. At this time, this investment entity is the resource management entity, and there is no process of receiving investment resources from all investment entities), a private fund manager under a private fund company. At this time, this private fund manager faces some investment entities (investment entities that need to meet certain investment conditions, such as the historical investment amount being greater than a certain amount, etc.) rather than all investment entities, etc. This is not limited here.

[0093] Schematically, if it is determined that the resource management entity belongs to the second type of investment entity, the resource management entity is displayed differently in the second entity style from the first entity style, that is, the second entity style is a different display style. For example: if the first entity style is yellow font and the second entity style is red font, then on the resource management interface, the resource management entities of the second type of investment entity are displayed in red font. For example, if the resource management entity of the second type of investment entity is a celebrity investor, then information such as the name of the celebrity is displayed in red font.

[0094] By differentially displaying resource management entities of different types of investment entities in different entity styles, it helps new investment entities quickly understand the differences between resource management entities, and thus helps to indirectly improve the decision-making efficiency of investment entities.

[0095] Step 220, receive a subject selection operation for the first resource management entity among at least one resource management entity.

[0096] Optionally, the subject selection operation is an operation for viewing the resource management information of the first resource management entity; schematically, the subject selection operation is at least one of operation forms such as a click operation, a long-press operation, and a swipe operation on the first resource management entity, which is not limited here.

[0097] Schematically, for at least one resource management entity in the resource management interface, a subject selection operation can be performed; taking the example that this method is mainly applied to the viewing process of resource management entities of non-public offering celebrities / famous institutions, as Figure 7 shown, it is a schematic diagram of another resource management interface, which includes multiple resource management entities 710, and the multiple resource management entities 710 include non-public offering celebrities and famous institutions.

[0098] Step 230, in response to the subject selection operation, display the resource management information corresponding to the first resource management entity.

[0099] Among them, the resource management information is used to represent the resource management status of the first resource management entity for at least one funded operating entity, and the at least one funded operating entity is the operating entity for which the first resource management entity invests and operates resources.

[0100] Schematically, the funded operating entity is the operating entity that accepts the investment of the first resource management entity for the operating resources; taking the first resource management entity as fund manager M as an example, the funded operating entities are company A and company B invested by fund manager M, etc.

[0101] Schematically, taking the first resource management entity targeted by the subject selection operation as a non-public offering celebrity or famous institution as an example, if for Figure 7Performing the "C share certificate" execution subject selection operation (such as click operation, long press operation, etc.) as shown can display as Figure 8 the interface shown.

[0102] In the interface as Figure 8 shown, the resource management information corresponding to the "C share certificate" targeted by the subject selection operation is displayed (such as the share certificate list 810); as Figure 9 shown, for Figure 8 swiping down can also display more resource management information 910, such as including stocks in region G, stocks in region M, etc., and several fields are shown, such as individual stock code, individual stock name, latest price, increase or decrease rate, number of shares held, market value of shares held, proportion of shares held, change (shares), change ratio, trend, position holding date, etc.

[0103] Among them, the resource management information includes at least one of resource holding information and resource change information.

[0104] Optionally, in response to the subject selection operation, the resource holding information corresponding to the first resource management subject is displayed as the resource management information.

[0105] Among them, the resource holding information is used to characterize the holding situation of the trading resources of at least one funded operation subject by the first resource management subject (such as holding quantity, holding ratio, holding duration, etc.), and the trading resources are the resources obtained by the resource management subject through investment operation resource exchange. For example: the operation resources invested by the first resource management subject in the funded operation subject are currency, items, intellectual property rights, etc.; the trading resources are stocks (shares), etc. obtained by the first resource management subject from the funded operation subject based on the invested operation resources, which are not limited here.

[0106] Optionally, in response to the subject selection operation, the resource change information corresponding to the first resource management subject is displayed as the resource management information.

[0107] Among them, the resource change information is used to characterize the change situation of the trading resources of at least one funded operation subject held by the first resource management subject. For example: the trading resources are stocks obtained from the funded operation subject based on the invested operation resources. If the first resource management subject sells the stocks of the funded operation subject, the resource change information will characterize states such as "sell", "reduce holdings", etc. or corresponding change data, which are not limited here.

[0108] Optionally, in response to the subject selection operation, resource holding information and resource change information corresponding to the first resource management subject are displayed as resource management information; in addition, the resource management information may further include subject type information (such as the business field type representing the invested operation subject, etc.), resource trend prediction information (such as predicting the invested operation subject that the first resource management subject may invest in next and / or the operation resources invested, etc.), etc., which are not limited herein.

[0109] In an optional embodiment, in response to the subject selection operation, at least one of a resource return change curve and resource return change data is displayed as the resource change information in the resource management information corresponding to the first resource management subject.

[0110] The resource return change curve is used to describe the income fluctuation of the first resource management subject after investing in at least one invested operation subject during the first trading period.

[0111] Illustratively, the first trading period is the period during which trading resources can circulate in the market. For example, the first trading period is a preset trading period, such as the most recent day, the most recent week, the current day, the current week, etc., which are not limited herein.

[0112] The resource return change curve is used to represent the change in the income obtained by the first resource management subject due to holding the trading resources of at least one invested operation subject. The resource return change curve is usually the overall resource performance of at least one invested operation subject corresponding to the first resource management subject, and is usually determined by factors such as resource holding weight (such as position holding weight), stock price change (such as stock price increase or decrease), trading operations, etc. For example: At moment 1 of the first trading period, the first resource management subject holds stocks of multiple companies. If the market value of the stocks of Company A increases significantly and the market values of the stocks of other companies remain basically unchanged, the income fluctuation includes an increase in income at moment 1, etc., which are not limited herein.

[0113] Such as Figure 8 As shown, the cumulative income trend 820 therein can be regarded as the resource return change curve. The first trading period shown is from 9:30 am on the current day to 5:00 am the next day; it represents the overall resource performance of at least one invested operation subject (including Company U, Company J, etc.) under the "C-share list" (such as the share list corresponding to fund manager C).

[0114] The resource return change data is used to numerically describe the income fluctuation of the first trading period compared to the second trading period, and the second trading period is earlier than the first trading period.

[0115] For example, the first trading period is the current day, the second trading period is the previous day, etc., which are not limited here. Compare the difference between the first return corresponding to the first trading period (such as the average return or the maximum return of the first trading period) and the second return corresponding to the second trading period, so as to quantitatively represent the return fluctuation in numerical form and use it as the resource return change data.

[0116] As Figure 8 shown, the "rise and fall today", "rise and fall in the past month", etc. can be regarded as resource return change data. Among them, the "rise and fall today" represents the rise and fall situation compared with the previous day (if it is a tradable date), and the "rise and fall in the past month" represents the rise and fall situation compared with the previous month, etc.

[0117] In an optional embodiment, in response to the subject selection operation, display the resource holding information corresponding to at least one funded operation subject as the resource management information corresponding to the first resource management subject.

[0118] Among them, the resource holding information is used to characterize the holding situation of the first resource management subject for the trading resources of the funded operation subject, and the trading resources are the resources obtained by the resource management subject through investing and operating resource exchange.

[0119] Schematically, the resource holding information such as the resource holding amount (such as the share ratio), the resource holding ratio (such as the share proportion), the value of the held resources (such as the total value of the held shares), etc. As Figure 8 shown, the share list 810 includes multiple funded operation subjects (including Company U, Company J, etc.) invested by the first resource management subject, and shows the corresponding share ratio (such as: 3410150909 corresponding to Company U, etc.) and the value of the held resources (such as the share proportion of 36.93% corresponding to Company U), etc., which are not limited here.

[0120] In an optional embodiment, when the first account is logged in to the resource management interface, in response to receiving the first trigger operation on the subject collection control corresponding to the first resource management subject, display the collection prompt information.

[0121] Among them, the subject collection control is used to prompt to collect the first resource management subject in the subject collection folder corresponding to the first account.

[0122] Schematically, the first account is such as the account logged in to the financial program; through the subject collection control, the user can collect the first resource management subject into the subject collection folder for quickly viewing the funded operation subjects under its investment management later.

[0123] As Figure 8As shown, it includes a main collection control 831; a first trigger operation such as a click operation, a long - press operation, etc.; a collection prompt message such as a text prompt box, which displays "Collection successful", etc., and is not limited here.

[0124] In an optional embodiment, in response to receiving a second trigger operation on an information sharing control corresponding to a first resource management entity, a sharing prompt message is displayed.

[0125] Among them, the information sharing control is used to prompt sharing of resource management information to a second account other than the first account.

[0126] Schematically, through the information sharing control, the user can share resource management information related to at least one invested management entity invested by the first resource management entity to the second account, so that the second account can quickly view the relevant information. The second account is such as a friend account of the first account, etc. The second account can be an account of a financial program logged in on other terminals, or an account of a program with social functions, and is not limited here.

[0127] Such as Figure 8 As shown, it includes an information sharing control 832; a second trigger operation such as a click operation, a long - press operation, etc.; a sharing prompt message such as a text prompt box, which displays "Sharing successful", etc., and is not limited here.

[0128] In an optional embodiment, in response to receiving a third trigger operation on an information comment control corresponding to a first resource management entity, a comment message is displayed.

[0129] Among them, the information comment control is used to post a comment message of the first account on the first resource management entity.

[0130] Schematically, through the information comment control, the user can comment on the first resource management entity and / or at least one invested management entity and / or resource management information, so that other users accessing this interface can quickly comment on the information, improving the interactivity of information display.

[0131] Such as Figure 8 As shown, it includes an information comment control 833; a third trigger operation such as a click operation, a long - press operation, a text input operation, a voice input operation, etc., and is not limited here.

[0132] In an optional embodiment, in response to receiving a fourth trigger operation on a record viewing control corresponding to a first resource management entity, a record update message is displayed.

[0133] Among them, the record update message is used to characterize the investment change of the first resource management entity in the invested operation entity.

[0134] Schematically, through a record viewing control, the user can view the investment changes of the first resource management entity. For example, Figure 8 as shown, which includes an information comment control 834; the fourth trigger operation such as a click operation, a long press operation, etc., which is not limited here.

[0135] It should be noted that the above is only a schematic example and is not limited here.

[0136] In summary, through the resource management interface, the user can obtain resource management information that is organized, standardized, comprehensive and accurate based on the resource management entity, and also enables the user to efficiently view the resource management status of the first resource management entity selected for at least one invested operation entity. For example, through the resource holding information, the resource holding situation of the first resource management entity for the invested operation entity can be presented to the user, and through the resource change information, the change situation of the resources held by the first resource management entity for the invested operation entity can be presented to the user, etc. Therefore, as a member of the public, the user can make more informed investment decisions based on the resource management information, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing timely changes in market resources, and improving the investment return rate.

[0137] In an optional embodiment, the resource management information corresponding to the above-mentioned first resource management entity can be information analyzed and determined by the terminal itself, or information requested by the terminal from the server based on the entity selection operation; taking the terminal's self-analysis and determination of resource management information as an example. For example, Figure 10 as shown, the method includes the following steps 1010 to step 1030.

[0138] Step 1010, obtain the management entity information corresponding to at least one operation entity respectively.

[0139] In some embodiments, the operation entity has an information disclosure obligation in the continuous operation state. The information disclosure obligation is the obligation that the operation entity needs to bear to publicly disclose some operation information to the public.

[0140] Optionally, based on the information disclosure obligation, the operation entity needs to publicly disclose the management entity information in some cases.

[0141] Schematically, taking the operation entity as a listed company as an example, based on the information disclosure obligation, the listed company needs to publicly disclose the management entity information in periodic reports such as annual reports and quarterly reports; or, based on the information disclosure obligation, the listed company needs to immediately issue an operation announcement to publicly disclose the management entity information (including the information indicating the change of major shareholders) when there is a change in the major shareholders who hold shares reaching the preset share threshold; or, immediately announce an operation announcement to publicly disclose the management entity information based on events such as mergers and acquisitions, resolutions of the general meeting of shareholders, etc.

[0142] Schematic. Taking the operating entity as a non-listed company as an example, the information disclosure obligation of a non-listed company is lighter compared to a listed company; therefore, a non-listed company may assume the information disclosure obligation in some major events to disclose the management entity information. Generally, a joint stock limited company among non-listed companies will assume the information disclosure obligation in the event of a major event, while a limited liability company among non-listed companies does not assume the information disclosure obligation to the public, which is not limited here. For example: A certain joint stock limited company as a non-listed company assumes the information disclosure obligation and discloses the management entity information to the public based on events such as changes in shareholders' rights and interests, transfer of equity between shareholders, and capital increase and share expansion.

[0143] That is: In the above process, the management entity information corresponding to the operating entity is the information disclosed by the operating entity to the public so that the public can obtain and refer to it, and the process of disclosing the management entity information has been authorized by the operating entity; hereinafter, taking the operating entity as a listed company as an example, which is not limited here.

[0144] Among them, the management entity information includes the information of at least one resource management entity that invests in the operating entity.

[0145] Optionally, taking the management entity information as a list of entities of resource management entities as an example, analyze at least one resource management entity that invests in the operating entity, and summarize the information corresponding to each of the at least one resource management entity to obtain the management entity information.

[0146] For example: The operating entity is joint stock limited company A, and at least one resource management entity that invests in the operating entity is the top 5 resource management entities in terms of shareholding, namely company B, company C, company D, fund manager M, and individual investment entity L. Then summarize the information corresponding to company B, company C, company D, fund manager M, and individual investment entity L respectively to obtain the management entity information.

[0147] The information corresponding to each resource management entity here is such as resource holding amount (such as shareholding ratio), value of the held resource (such as the total value of the held shares), etc., which is not limited here.

[0148] Optionally, obtain the management entity information corresponding to at least one operating company, that is, obtain the management entity information publicly disclosed by at least one operating company respectively; through the management entity information corresponding to the operating company, the information of the resource management entity that invests in the operating company can be determined. In addition, other information such as the company operation status of the operating company may also be obtained, which is not limited here.

[0149] Step 1020, in response to the main body selection operation, based on the resource investment relationship between the first resource management main body representing the management main body information and at least one operating main body, determine at least one funded operating main body invested by the first resource management main body.

[0150] Among them, the resource investment relationship is used to represent that the resource management main body invests operating resources in the operating main body.

[0151] Schematically, the resources invested by the resource management main body in the operating main body are called operating resources, and the operating resources are used to assist the operating main body in carrying out operating activities. Taking any one of at least one first resource management main body as a reference, analyze whether there is a resource investment relationship between the first resource management main body and at least one operating main body respectively, that is, whether the first resource management main body invests operating resources in the operating main body.

[0152] Based on the analysis process, sort out the operating main bodies invested by the first resource management main body. The operating main body that receives the operating resources invested by the first resource management main body is called the funded operating main body, that is, determine at least one funded operating main body corresponding to the first resource management main body according to the resource investment relationship; since the first resource management main body is the resource management main body determined based on the investment situation in the first operating main body, at least one funded operating main body corresponding to the first resource management main body includes the first operating main body, that is, at least one funded operating main body corresponding to the first resource management main body includes at least the first operating main body.

[0153] For example: Taking the first operating main body as Company A and the first resource management main body as Fund Manager M as an example, if at least one operating main body includes Company B, Company C, Company P, and Company U; then based on the resource investment relationship between Fund Manager M and at least one operating main body, determine that at least one funded operating main body invested by Fund Manager M includes Company A, Company C, and Company P, that is: Fund Manager M not only invests operating resources in Company A, but also invests operating resources in Company C and Company P respectively, which is not limited here.

[0154] Step 1030, based on the resource management status of the first resource management main body for at least one funded operating main body, obtain the resource management information corresponding to the first resource management main body, and display the resource management information corresponding to the first resource management main body.

[0155] Schematically, taking the first resource management main body as a reference, analyze the resource management status corresponding to each of at least one funded operating main body invested by the first resource management main body.

[0156] The resource management status is used to characterize the management performance of the resource management entity in the process of investing resources in the corresponding funded operation entity; for example, the resource management status includes at least one of multiple statuses such as the resource holding status, the resource change status, and the resource utilization status.

[0157] The resource holding status is used to characterize the holding situation of the trading resources held by the first resource management entity based on its investment in the funded operation entity. The trading resources are the resources obtained by exchanging from the funded operation entity based on the input operation resources. For example, if the input operation resource is money and the obtained trading resource is stocks, then the resource holding status represents the quantity, share, etc. of the stocks obtained by the first resource management entity after investing money in the funded operation entity, which is not limited here.

[0158] The resource change status is used to characterize the investment change situation of the first resource management entity in the funded operation entity. For example, compared with the most recent statistical moment, the operation resources invested by the first resource management entity in the funded operation entity decrease (such as selling stocks, etc.); or, compared with the most recent statistical moment, the operation resources invested by the first resource management entity in the funded operation entity increase (such as investing operation resources to exchange for stocks, etc.), which is not limited here.

[0159] The resource utilization status is used to characterize the utilization situation of the operation resources by the funded operation entity invested by the first resource management entity. For example, the funded operation entity promotes project P1 based on the operation resources and obtains benefits, etc., which is not limited here.

[0160] In some embodiments, based on the first resource management entity, by analyzing at least one of the above resource management statuses, the resource management information corresponding to the first resource management entity is obtained.

[0161] Schematically, the resource management information is used to quantitatively represent the resource management status. For example, based on the first resource management entity, taking the funded operation entities invested by the first resource management entity as items, and taking the resource management status corresponding to the funded operation entity as the information retrieved by the item (that is, the information that can be retrieved based on the item), based on the relationship between the item - the information retrieved by the item, the resource management information corresponding to the first resource management entity is constructed, which is not limited here.

[0162] By analyzing the relationship between at least one resource management entity and at least one operation entity in the above manner, thus based on each resource management entity, analyzing the resource management status of the resource management entity in the corresponding funded operation entity, so as to obtain the resource management information corresponding to at least one resource management entity respectively.

[0163] Based on the corresponding relationship existing between the resource management entity and the resource management information, when there is a demand from the user, the corresponding resource management information can be viewed by selecting the resource management entity, so as to assist the user in selecting the operating entity to be invested in from at least one operating entity through the resource management information. By the objects invested by the resource management entity concerned by the user, the resource investment pertinence and resource investment efficiency of the user's investment of resources in the operating entity are improved, facilitating the user to make full use of all its resources to gain greater benefits.

[0164] It should be noted that the above is only a schematic example, and the embodiments of the present application are not limited thereto.

[0165] To sum up, through the resource management interface, the user can obtain resource management information that is standardized, comprehensive, and accurate based on the resource management entity, and it also enables the user to efficiently view the resource management status of the first resource management entity selected by the user for at least one invested operating entity. For example, the resource holding information shows the resource holding situation of the first resource management entity for the invested operating entity to the user, and the resource change information can show the change situation of the resources held by the first resource management entity for the invested operating entity to the user, etc. Therefore, as the user in the public, they can make more informed investment decisions based on the resource management information, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing the timely changes of market resources, and increasing the investment return rate.

[0166] In the embodiments of the present application, by leveraging the resource investment relationship between the resource management entity characterized by the management entity information publicly disclosed by the operating entity and the operating entity, the at least one invested operating entity invested by the resource management entity is reversely deduced and determined, so as to achieve the purpose of obtaining resource management information with the resource management entity as a reference. On the premise of ensuring information privacy and security, the invested operating entities respectively corresponding to at least one resource management entity are sorted out and determined by using the publicly disclosed management entity information, so as to obtain more comprehensive and flexible resource management information by analyzing the situation of the resources managed by the resource management entity, improving the comprehensiveness and accuracy of information acquisition, facilitating the user in the public to make more informed investment decisions based on the resource management information, and also helping to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing the timely changes of market resources, and increasing the investment return rate.

[0167] In an optional embodiment, taking the first operating entity among at least one funded operating entity as an example, the first resource management data between at least one first resource management entity and the first operating entity is determined through the management entity information, so as to characterize the resource management status through the first resource management data and obtain the resource management information. The process of obtaining the first resource management data is executed after the above step 1010 and before step 1030, such as being executed between step 1020 and step 1030. Schematically, as Figure 11 shown, taking the process of obtaining the first resource management data as being executed between step 1020 and step 1030 as an example, the above Figure 10 illustrated embodiment can also be implemented as the following steps 1110 to 1140.

[0168] Step 1110, obtain the management entity information corresponding to at least one operating entity respectively.

[0169] Schematically, an operating entity is a legal entity responsible for operation, management, implementation and control in business activities. An operating entity can obtain resources such as currency, goods, intellectual property rights, etc. through operating processes such as research activities and economic activities. Optionally, operating entities can be divided into listed companies, unlisted companies, etc.

[0170] In an optional embodiment, obtain the periodic reports periodically published by at least one operating entity as the management entity information.

[0171] Optionally, an operating entity has an information disclosure obligation in the state of continuous operation. The information disclosure obligation is the obligation that an operating entity needs to bear to publicly disclose part of its operating information to the public. Taking an operating entity as a listed company as an example, due to the information disclosure obligation, the listed company needs to periodically publish periodic reports as the management entity information.

[0172] Among them, the periodic report includes at least one resource management entity that has invested in the operating entity within a preset periodic time period.

[0173] Schematically, according to the difference in the period referred to by the periodic report, the preset periodic time period is different; optionally, the periodic report includes at least one of an annual report, a semi-annual report, a quarterly report, and a monthly report.

[0174] An annual report is a periodic report published once a year. A semi-annual report is a periodic report published once every six months. A quarterly report is a periodic report published once every quarter. A monthly report is a periodic report published once a month. The preset periodic time period of the annual report is the current year that is about to end or has just ended, that is, at least one resource management entity invested for the operating entity is determined at the end of the year; the preset periodic time period of the semi-annual report is the first half and the second half of the year, that is, at least one resource management entity invested for the operating entity is determined at the mid-year moment (the semi-annual periodic report is published) and at least one resource management entity invested for the operating entity is determined at the end of the year (the second half of the periodic report is published); the preset periodic time period of the quarterly report is the current quarter that is about to end or has just ended, that is, at least one resource management entity invested for the operating entity is determined for each quarter. For example, it includes: the first-quarter periodic report published at the end of the first quarter, the second-quarter periodic report published at the end of the second quarter, the third-quarter periodic report published at the end of the third quarter, and the fourth-quarter periodic report published at the end of the fourth quarter; the preset periodic time period of the monthly report is the current month that is about to end or has just ended, that is, at least one resource management entity invested for the operating entity is determined for each month, etc., which is not limited here.

[0175] In some embodiments, the information disclosure obligations followed by the same operating entity in different regions may vary. For example, the information disclosure obligations in some regions (such as region R1) require that the periodic reports to be published include annual reports, semi-annual reports, quarterly reports, and monthly reports; the information disclosure obligations in other regions (such as region R2) require that the periodic reports to be published include annual reports and quarterly reports; if company A is listed in region Q1, it needs to publish annual reports, semi-annual reports, quarterly reports, and monthly reports in region Q1 based on the information disclosure obligations; if company A is also listed in region Q2, it needs to publish annual reports and quarterly reports in region Q2 based on the information disclosure obligations, etc., which is not limited here.

[0176] In an alternative embodiment, at least one operating announcement immediately published by the operating entity is obtained as the management entity information.

[0177] Schematically, in addition to the periodic reports that may need to be disclosed due to following the information disclosure obligations, the operating entity may also immediately publish operating announcements to characterize the resource changes (such as changes in resource management entities, changes in the operating resources held by the operating entity, etc.); among them, the operating announcement includes at least one resource management entity invested for the operating entity during the time period corresponding to the publication moment.

[0178] Schematically, the announcement time is used to represent the statistical time corresponding to the operation announcement, such as the latest statistical time before the operation announcement is released. Based on the resource statistics and analysis within the time period corresponding to the announcement time, the operation entity can timely release the operation announcement as the management entity information.

[0179] For example, for certain reasons (such as share repurchase, etc.), a listed company will release an operation announcement and disclose the management entity information related to the resource management entity in the operation announcement.

[0180] By using public information for subsequent information analysis and summarization to obtain the resource management information corresponding to the resource management entity, while ensuring information security, multi-dimensional transformation analysis of information is achieved, which helps to improve the comprehensiveness of obtaining subsequent resource management information.

[0181] It should be noted that the above cycle reports and operation announcements are only schematic examples. The operation entity may release cycle reports as the management entity information, or may release operation announcements as the management entity information, or may release both cycle reports and operation announcements as the management entity information, or may release other information representing the resource management entity as the management entity information, which is not limited here.

[0182] Among them, the management entity information includes the information of at least one resource management entity that invests in the operation entity.

[0183] Schematically, the resource management entity is the entity that invests resources for the operation entity. The resource management entity includes various forms of investment entities such as individual investment entities, group investment entities, family investment entities, and institutional investment entities; among them, the resource management entity under the institutional investment entity usually appears as a single manager investment entity participating in the investment process (such as a fund manager in a fund company, an economic management manager in an insurance company, etc.), and can also appear as the institution itself, which is not limited here.

[0184] Step 1120, for the first operation entity among at least one funded operation entity, based on the management entity information, determine the first resource management data between at least one first resource management entity and the first operation entity respectively.

[0185] Among them, the first resource management data is used to represent the resource management status of the first resource management entity investing operation resources in the first operation entity.

[0186] Schematically, for any first operation entity among at least one operation entity, in addition to determining at least one first resource management entity that invests in the first operation entity, the first resource management data corresponding to at least one first resource management entity will also be determined based on the management entity information. The first resource management data describes the relationship between each first resource management entity and the first operation entity.

[0187] In an optional embodiment, for the first operating entity, when the management entity information corresponding to the first operating entity meets the first disclosure requirement, obtain the first management entity list and the second management entity list corresponding to the first operating entity.

[0188] Schematically, the first disclosure requirement is a pre-set requirement for measuring the disclosure of management entity information; when the disclosure status of the management entity information meets the first disclosure requirement, obtain the first management entity list and the second management entity list corresponding to the first operating entity from the management entity information.

[0189] Optionally, the first disclosure requirement is a requirement for distinguishing between the first management entity holding trading resources and the second management entity holding circulating trading resources; circulating trading resources refer to trading resources that can be freely traded and circulated in the market, and trading resources are resources obtained by exchanging investment operation resources, such as investing money (operation resources) to obtain stocks (trading resources), and non-circulating trading resources are trading resources that cannot be freely traded and circulated in the market. Optionally, generally, whether to distinguish between the first management entity holding trading resources (including non-circulating trading resources and circulating trading resources) and the second management entity holding circulating trading resources is based on the requirements indicated by the listing region of the operating entity. For example, when listing in the first region and disclosing management entity information in the first region, the first region indicates the requirement to distinguish between the first management entity holding trading resources and the second management entity holding circulating trading resources, and it is required to disclose the first management entity and the second management entity, then the information disclosure process needs to be carried out in accordance with this requirement.

[0190] Schematically, if the management entity information corresponding to the first operating entity meets the first disclosure requirement, it means that the first resource management entity investing in the first operating entity needs to be separately disclosed as the first management entity holding trading resources and the second management entity holding circulating trading resources, where the first management entity is the first resource management entity holding circulating trading resources, and the second management entity is the first resource management entity holding circulating trading resources. There may be an intersection between the first management entity and the second management entity. For example, a certain first resource management entity holds both circulating trading resources and non-circulating trading resources, etc.

[0191] Based on the separate disclosure indicated by the first disclosure requirement, the first management entity list and the second management entity list corresponding to the first operating entity can thus be obtained from the management entity information.

[0192] Among them, the first management entity list is a set of at least one first management entity that holds trading resources and meets the first resource holding condition, the second management entity list is a set of at least one second management entity that holds circulating trading resources and meets the second resource holding condition, and the trading resources corresponding to the first operating entity include non-circulating trading resources and circulating trading resources.

[0193] Schematically, the first resource holding condition is used to represent that the first sorting result corresponding to the first resource holding amount of the first management entity holding the trading resources is within the first quantity range; for example: determine multiple first management entities holding trading resources, determine the first resource holding amounts corresponding to the multiple first management entities respectively, sort the multiple first management entities based on the first resource holding amount, if the first sorting result of the first resource holding amount is within the first quantity range (such as: the first resource holding amount is among the top ten), then obtain at least one first management entity (such as: obtain 10 first management entities) to get the first management entity list.

[0194] Similarly, the second resource holding condition is used to represent that the second sorting result corresponding to the second resource holding amount of the second management entity holding the circulating trading resources is within the second quantity range; for example: determine multiple second management entities holding circulating trading resources, determine the second resource holding amounts corresponding to the multiple second management entities respectively, sort the multiple second management entities based on the second resource holding amount, if the second sorting result of the second resource holding amount is within the second quantity range (such as: the second resource holding amount is among the top ten), then obtain at least one second management entity (such as: obtain 10 second management entities) to get the first management entity list.

[0195] In an optional embodiment, based on the entity association relationship between at least one first management entity and at least one second management entity, determine the first resource management data corresponding to the first operating entity by at least one first resource management entity respectively.

[0196] Schematically, the entity association relationship represents the relationship between the first management entity holding the trading resources and the second management entity holding the circulating trading resources, such as: the first management entity is also the second management entity (i.e., the second management entity is also the first management entity); or, different first management entities are subordinate to the same; or, different second management entities are subordinate to the same; or, different first management entities and second management entities are subordinate to the same, etc., which are not limited here.

[0197] Since the first operating entity corresponds to at least one first resource management entity, and the first management entity and the second management entity are resource management entities that invest in the first operating entity, at least one first resource management entity includes at least one of at least one first management entity and at least one second management entity.

[0198] Optionally, at least one first management entity and at least one second management entity are analyzed based on the entity association relationship to determine, from the management entity information, first resource management data corresponding to at least one first resource management entity and a first operation entity respectively.

[0199] In some embodiments, the union of the first management entity list and the second management entity list is obtained to get a management entity set.

[0200] Among them, the management entity set includes at least one resource management entity that invests operation resources in the operation entity. Schematically, the management entity set is a set of resource management entities that meet the above first resource holding condition or the second resource holding condition and invest in the first operation entity, which can comprehensively describe the situation of resource management entities that invest in the operation entity under the conditions as much as possible.

[0201] In some embodiments, when a third resource management entity exists in both the first management entity list and the second management entity list, the resource management data of the third resource management entity in the first management entity list is obtained from the management entity set as the first resource management data corresponding to the third resource management entity.

[0202] Schematically, the third resource management entity is a resource management entity in the management entity set. If the third resource management entity exists in both the first management entity list and the second management entity list, it means that the third resource management entity holds both circulating transaction resources and non-circulating transaction resources; in this case, to avoid the problem of overlapping errors in statistical data, based on the resource management data in the first management entity list, the third resource management entity is searched in the first management entity list, and the first resource management data corresponding to the third resource management entity is used as the first resource management data.

[0203] In some embodiments, when a fourth resource management entity exists in the first management entity list or the second management entity list, the resource management data of the fourth resource management entity in the corresponding management entity list is obtained as the first resource management data corresponding to the fourth resource management entity.

[0204] Schematically, the fourth resource management entity is a resource management entity in the set of management entities. If the fourth resource management entity exists alone in the first management entity list, it means that the fourth resource management entity holds trading resources (which may be only non-circulating trading resources, or may include both circulating and non-circulating trading resources). Therefore, directly search for the fourth resource management entity in the first management entity list, and use the resource management data corresponding to the fourth resource management entity as the first resource management data. Or, if the fourth resource management entity exists alone in the second management entity list, it means that the fourth resource management entity holds circulating trading resources, and the fourth resource management entity does not hold non-circulating trading resources or the status of the non-circulating trading resources held does not meet the first resource holding condition. Therefore, directly search for the fourth resource management entity in the second management entity list, and use the resource management data corresponding to the fourth resource management entity as the first resource management data.

[0205] Schematically, for the convenience of understanding the above content, take the first operating entity as Company H, the first management entity list as the top ten shareholders list, and the second management entity list as the top ten circulating shareholders list as an example for the following description; Table 1 is a schematic top ten shareholders list, and Table 2 is a schematic top ten circulating shareholders list.

[0206] Table 1

[0207]

[0208]

[0209] Table 2

[0210]

[0211] As shown in Table 1, it is the first management entity list, where the top ten shareholders are the shareholders with the top ten shares (trading resources: including both circulating and non-circulating trading resources); as shown in Table 2, it is the second management entity list, where the top ten circulating shareholders are the shareholders with the top ten circulating shares (circulating trading resources). As shown by the comparison between Table 1 and Table 2, compared with the circulating shareholders who own circulating shares, the information of ordinary shareholders is more fully disclosed; the management entity information of the resource management entities disclosed in the periodic report is shown in Table 1 and Table 2. Other operating reports (such as the operating reports issued by listed companies due to share repurchases, etc.) may also disclose management entity information similar to that in Table 1 and Table 2. In addition, the selection of the number of the above 10 shareholders is only for illustrative purposes and is not limited here.

[0212] Use the data other than the "Shareholder Name" column in Table 1 and Table 2 above as resource management data corresponding to the respective resource management entities. Optionally, the resource management data includes at least one of entity nature (shareholder nature), resource holding amount (such as the number of shares held), proportion of resources held (such as shareholding ratio), amount of tradable resources held (number of restricted shares held), status of tradable resources (share status), amount of resources in abnormal resource status (number of pledged, marked or frozen shares), amount of non-tradable resources held (number of unrestricted shares held), resource type (share type), and the corresponding resource quantity of the resource type, which is not limited here.

[0213] Therefore, based on the above process, if the first disclosure requirement is that the first operating entity is a listed company issuing common shares in Region C, after obtaining the first management entity list and the second management entity list shown in Table 1 and Table 2 as management entity information based on the information disclosure obligation; when the same shareholder appears in both tables, select the resource management data in Table 1 as the first resource management data of the shareholder (for example, if Company B, Fund Manager B, etc. in Table 1 appear in both tables, then use the resource management data corresponding to Company B, Fund Manager B, etc. in Table 1 as the corresponding first resource management data); otherwise, retain the resource management data in the corresponding table as the first resource management data, such as the first resource management data of Company X is the resource management data shown in the last row of Table 2, etc., which is not limited here.

[0214] In addition, in addition to the disclosure of resource management entities in the periodic reports as shown in Table 1 and Table 2, a listed company may also issue an operating announcement for certain reasons. The operating announcement will also disclose the top ten shareholders and the top ten tradable shareholders (the number 10 here is only for illustrative purposes), such as Figure 12 shown, which is a schematic diagram of the operating announcement. It records the reason 1210 for issuing the operating announcement, and also includes the disclosed management entity information 1220, which includes multiple resource management entities and corresponding information; in addition, it also records the announcement entity 1230 and the announcement date 1240 for issuing the operating announcement, etc., which is not limited here.

[0215] Schematically, in the stocks of Region C, whether it is a periodic report or an operating announcement, the meaning represented by the date is the shareholder situation of the individual stock (i.e., the shares regarded as those of the operating entity of the listed company) as of that date, that is, the situation corresponding to the resource management entity investing in the operating entity at the statistical moment. By obtaining the periodic report (which can also be called the individual stock regular report) and the operating announcement (individual stock announcement), the latest top ten shareholders information and top ten tradable shareholders information (i.e., management entity information) can be obtained.

[0216] Currently, many financial service programs have automatically extracted and displayed management entity information based on the operating entity, such as Figure 13 As shown, it is a schematic diagram of the interface of the top ten shareholders and the top ten tradable shareholders publicly disclosed by the operating entity as a listed company. Among them, interface 1310 is the information of the top ten shareholders determined at the latest statistical moment, and interface 1320 is the information of the top ten tradable shareholders determined at the latest statistical moment. This is not limited here.

[0217] In some embodiments, the union of the first management entity list and the second management entity list is obtained to get a management entity set.

[0218] Among them, the management entity set includes at least one resource management entity that invests operating resources in the operating entity.

[0219] In some embodiments, when there are at least two resource management entities in the management entity set that belong to the management branch of the fifth resource management entity, the resource management branch data corresponding to the at least two resource management entities is obtained.

[0220] Schematically, although there cannot be two identical resource management entities in the management entity set, there may be at least two resource management entities subordinate to the management branch of the fifth resource management entity. For example, there are two resource management entities in the management entity set, namely "Fund Manager B - Product 1" and "Fund Manager B - Product 2". Although the two are not exactly the same, both resource management entities are subordinate to the management branch of "Fund Manager B". Therefore, the resource management branch data corresponding to the at least two resource management entities is obtained. The resource management branch data here is the resource management data corresponding to this management branch.

[0221] In some embodiments, data summation is performed on the at least two resource management branch data to obtain the resource management data corresponding to the fifth resource management entity, as the first resource management data corresponding to the fifth resource management entity.

[0222] Schematically, after determining the at least two resource management branch data subordinate to the same fifth resource management entity, a data merging operation is performed on the at least two resource management branch data based on the fifth resource management entity to achieve the purpose of data summation.

[0223] For example, there are two resource management entities in the management entity set, namely "Fund Manager B - Product 1" and "Fund Manager B - Product 2". The resource management branch data of "Fund Manager B - Product 1" includes "Number of shares held: 58,630" and "Market value of shares held: 293,150"; the resource management branch data of "Fund Manager B - Product 2" includes "Number of shares held: 49,613" and "Market value of shares held: 248,065". Then the two resource management entities are subordinate to the fifth fund management entity "Fund Manager B". Thus, a data addition operation is performed on the two resource management branch data in the same dimension to obtain "Number of shares held: 108,243" and "Market value of shares held: 541,215" corresponding to "Fund Manager B", etc. This is only a schematic example and is not limited here.

[0224] In an optional embodiment, for the first operating entity, when the operating announcement information corresponding to the first operating entity meets the second announcement requirement, a list of third management entities corresponding to the first operating entity is obtained.

[0225] Among them, the list of third management entities is a set of at least one third management entity that holds trading resources and meets the third resource holding condition.

[0226] Schematically, the second announcement requirement is a pre-set requirement for measuring the announcement situation of management entity information. When the announcement status of management entity information meets the second announcement requirement, the list of third management entities corresponding to the first operating entity is obtained from the management entity information.

[0227] Optionally, the second disclosure requirement is a requirement that does not distinguish between resource management entities holding different types of trading resources (circulating trading resources and non-circulating trading resources). That is, under the second disclosure requirement, it is only necessary to know the resource management entity holding the trading resources, and there is no need to distinguish whether the resource management entity holds non-circulating trading resources or circulating trading resources. Optionally, generally, whether to distinguish between resource management entities holding trading resources (including non-circulating trading resources and circulating trading resources) is based on the requirements indicated by the listing region of the operating entity. For example, if the entity is listed in the second region and discloses the information of the management entity in the second region, and the second region indicates that there is no need to distinguish between resource management entities holding different types of trading resources, and only the resource management entities holding not less than a certain number of trading resources need to be disclosed (such as the resource management entities among the top 30 in terms of the amount of trading resources held), then the operating entity needs to carry out the information disclosure process in accordance with this requirement; taking the first operating entity as an example, the operating disclosure information of the first operating entity that meets the second disclosure requirement includes "resource management entities holding not less than a certain number of trading resources". Therefore, when the operating disclosure information corresponding to the first operating entity meets the second disclosure requirement, a third management entity list corresponding to the first operating entity can be obtained. The third management entity list includes at least one resource management entity holding trading resources, and the trading resources here do not need to distinguish between circulating trading resources and non-circulating trading resources.

[0228] In an optional embodiment, at least one piece of first resource management data corresponding to each of at least one first resource management entity is determined from the third management entity list.

[0229] Illustratively, since the first resource management entity is a resource management entity that invests in the first operating entity, the third management entity list includes at least one first resource management entity. In addition, the third management entity list stores resource management data (such as resource holding amounts, values of held resources, etc.) corresponding to at least one resource management entity holding trading resources respectively. Therefore, at least one piece of resource management data corresponding to each of at least one first resource management entity can be determined from the third management entity list as the first resource management data.

[0230] Therefore, based on the above process, if the second disclosure requirement is that the first operating entity is a listed company issuing stocks in Region G and / or Region M, then when obtaining management entity information based on the information disclosure obligation, since the listed companies corresponding to the stocks in Region G and Region M are not required to disclose shareholder information in the quarterly report (quarterly periodic report), and the shareholders of the stocks in Region G and Region M are not distinguished as to whether they are circulating shareholders (that is, resource management entities holding circulating trading resources are not separately counted), and the disclosure is more comprehensive, such as disclosing the information of more than 10 shareholders (information of resource management entities).

[0231] Such as Figure 14As shown, it is a schematic diagram of the interface of a shareholding change announcement (operation announcement) of listed company S that issues stocks in region M, which includes a document acquisition entry 1410 for viewing operation announcements.

[0232] Schematically, different from stocks in region C, the publicly disclosed management entity information (such as operation announcements, periodic reports, etc.) for stocks in region G or region M usually includes three dates, such as Figure 15 As shown, it is a screenshot of the date information in the management entity information, which includes a start date 1510 (startdate), a holding date 1520 (holdingdate), and an end date 1530 (enddate); if the same operation entity issues stocks in both region C and region G and / or region M, when comparing the management entity information in different scenarios, the end date 1530 for stocks in region G or region M (which may be a future date) cannot be taken, but the holding date 1520 needs to be taken to align with the end date of stocks in region C in the conceptual dimension.

[0233] Similarly, based on this public information of listed companies with stocks in region G and region M, current financial service programs have basically automatically extracted and displayed management entity information based on the operation entity, such as Figure 16 As shown, it is a schematic diagram of the latest shareholder information of listed companies such as those with stocks in region G and region M, which includes multiple resource management entities 1610 that hold the operation entity and information 1620 corresponding to the multiple resource management entities 1610 respectively, etc., which are not limited here.

[0234] It should be noted that the above are only schematic examples, and the embodiments of this application are not limited thereto.

[0235] Step 1130: Based on the resource investment relationship between the first resource management entity characterized by the management entity information and at least one operation entity, determine at least one invested operation entity invested by the first resource management entity.

[0236] Among them, the resource investment relationship is used to represent that the resource management entity invests operation resources in the operation entity, and at least one invested operation entity includes the first operation entity.

[0237] In an optional embodiment, when the first resource management entity is a second investment entity type other than the first investment entity type, based on the resource investment relationship between the first resource management entity and at least one operation entity, determine the operation entity participated in management by the first resource management entity from the management entity information corresponding to at least one operation entity as at least one invested operation entity.

[0238] Among them, the first type of investment entity is the type of resource management entity that receives investment resources from all investment entities to convert them into operation resources for investing in the operation entity, and the investment resources are used to be converted into operation resources for investing in the operation entity through the resource management entity.

[0239] Optionally, if it is determined that the first resource management entity is of the second type of investment entity, then based on the resource investment relationship, among the management entity information corresponding to at least one operation entity respectively, the operation entity managed by the first resource management entity is determined as at least one funded operation entity.

[0240] Schematically, on the premise that the first resource management entity is of the second type of investment entity, it is possible to analyze the management entity information to determine the operation entity managed by the first resource management entity, so as to determine at least one funded operation entity that receives investment from the first operation entity among at least one operation entity.

[0241] In an optional embodiment, a set of eligible entities is obtained, and the set of eligible entities includes at least one resource management entity that meets the preset investment eligibility; when the first resource management entity belongs to the set of eligible entities, based on the resource investment relationship between the first resource management entity and at least one operation entity, at least one funded operation entity invested by the first resource management entity is determined.

[0242] Schematically, a set of eligible entities is obtained in advance, which includes at least one resource management entity that meets the preset investment eligibility. For example, if the preset investment eligibility is the condition that the investment influence is greater than the preset influence threshold, the resource management entity that meets the preset investment eligibility is added to the set of eligible entities for subsequent matching of the first resource management entity and the eligibility management set.

[0243] Optionally, taking at least one of the information such as the "Celebrity List", "Hot Search List", "Search List", "Search Frequency List in Financial Programs", "Competitor Display List", "Well-known Institutions Frequently Mentioned in News", and "Expert Experience" published on multiple websites as a reference, the resource management entity mentioned therein (or the resource management entity whose mention times reach the preset times threshold) is used as the resource management entity that meets the preset investment eligibility, so as to obtain the set of eligible entities.

[0244] Schematically, the first resource management entity is matched with the set of resource entities. If the first resource management entity belongs to the resource management entities stored in the set of resource entities, subsequent analysis will be performed on the first resource management entity; for example, based on the resource investment relationship between the first resource management entity and at least one operation entity, at least one funded operation entity invested by the first resource management entity is determined.

[0245] Schematically, if the first resource management entity does not belong to the resource management entities stored in the resource entity set, subsequent analysis of the first resource management entity will not be performed; instead, other resource management entities stored in the resource entity set will be searched for, etc., which is not limited here.

[0246] Step 1140: Based on the resource management status of at least one funded operating entity by the first resource management entity, obtain the resource management information corresponding to the first resource management entity, and display the resource management information corresponding to the first resource management entity.

[0247] Schematically, the resource management status is used to characterize the management performance during the process of resource investment by the resource management entity in the corresponding funded operating entity; for example, the resource management status includes at least one of multiple statuses such as the resource holding status, the resource change status, and the resource utilization status.

[0248] In some embodiments, based on the first resource management entity as a reference, by analyzing the above at least one resource management status, the resource management information corresponding to the first resource management entity is obtained.

[0249] Schematically, the first resource management data between the first resource management entity and the first operating entity analyzed above represents the resource management status. Therefore, based on the first resource management entity as a reference, the resource management status is analyzed through the resource management data to obtain the resource management information.

[0250] The resource management information characterizes the status of at least one operating entity invested under the first resource management entity. Therefore, the resource management information usually includes the management information corresponding to at least one funded operating entity respectively. Optionally, the above first resource management data is used as a management information corresponding to the first operating entity under the first resource management entity, and the management information corresponding to at least one funded operating entity (including at least the first operating entity) under the first resource management entity is summarized to obtain the resource management information, that is, the resource management information is a set of at least one management information.

[0251] In an optional embodiment, for the first operating entity among at least one funded operating entity, based on the resource investment relationship between the first resource management entity and the first operating entity, and the management entity information corresponding to the first operating entity, determine the regional resource management data of the first resource management entity for the first operating entity in at least one region.

[0252] Among them, at least one region is the region where the first operating entity converts operating resources into transaction resources, and the regional resource management data is used to characterize the resource investment situation of the first resource management entity for the first operating entity within the region.

[0253] Schematically, the operating entity can convert the received operating resources into trading resources in different regions. The trading resources obtained through conversion in different regions may be able to circulate between different regions, or may only be able to circulate within the current region, which is not limited here. For example: The stock a issued in region A can be traded in region A, but cannot be traded across regions; or, the stock T issued in region S can be traded in region S and can also be traded across regions, such as trading to region A, etc., which is not limited here.

[0254] The regional resource management data is data for evaluating the resource investment of the first resource management entity in the first operating entity under regional constraints. For example: The first resource management entity invested 100 operating resources in the first operating entity in region A to obtain 100 shares of stock a. The regional resource management data corresponding to region A describes that the first resource management entity holds 100 shares of stock a of the first operating entity and its related information. Therefore, for both the first resource management entity and the first operating entity, each region corresponds to a regional resource management data respectively.

[0255] In an optional embodiment, when the first resource management entity has regional resource management data for the first operating entity in at least two regions, obtain the regional resource management data corresponding to each of the at least two regions respectively.

[0256] Schematically, if the first resource management entity has regional resource management data for the first operating entity in at least two regions, that is, for both the first resource management entity and the first operating entity, there are multiple regions respectively corresponding to the regional resource management data. Therefore, it is possible to obtain the regional resource management data corresponding to each of the at least two regions respectively.

[0257] In an optional embodiment, based on the regional resource management data corresponding to each of the at least two regions, obtain the resource management information corresponding to the first resource management entity.

[0258] Among them, the resource management information includes the management information of the first resource management entity for the first operating entity.

[0259] In some embodiments, when there is a first region among the at least two regions, obtain the first regional resource management data corresponding to the first region as the management information of the first resource management entity for the first operating entity.

[0260] Schematically, taking the first region as a preset high-priority region as an example, if there is a first region among the at least two regions, then obtain the first regional resource management data corresponding to the first region, so as to use it as the management information between the first resource management entity and the first operating entity.

[0261] In some embodiments, in the case where the first region does not exist in at least two regions, based on the regional resource management data respectively corresponding to the at least two regions, determine a second region with the earliest resource conversion time from the at least two regions; obtain the second regional resource management data corresponding to the second region as the management information of the first resource management entity for the first operating entity.

[0262] Among them, the resource conversion time is the time when the operating resources are converted into trading resources in the region.

[0263] Illustratively, if the first region with high priority does not exist in the at least two regions, determine the second region with the earliest resource conversion time based on the regional resource management data. For example, if it is determined which region the company issues stocks earliest, then that region is used as the second region.

[0264] In some embodiments, based on the management information of the first resource management entity corresponding to at least one funded operating entity respectively, obtain the resource management information corresponding to the first resource management entity.

[0265] Illustratively, use the above region-based method to analyze and determine the management information of the first resource management entity corresponding to at least one funded operating entity respectively, and summarize multiple management information to obtain the resource management method corresponding to the first resource management entity.

[0266] It should be noted that the above is only an illustrative example, and the embodiments of the present application are not limited thereto.

[0267] In summary, the user can obtain the resource management information that is sorted, standardized, comprehensive and accurate based on the resource management entity through the resource management interface, and also enables the user to efficiently view the resource management status of the first resource management entity for at least one funded operating entity selected. For example, the resource holding information shows the resource holding situation of the first resource management entity for the funded operating entity, and the resource change information can show the change situation of the resources held by the first resource management entity for the funded operating entity to the user. Therefore, as a user in the public, they can make more informed investment decisions based on the resource management information, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing timely changes in market resources, and improving the investment return rate.

[0268] In the embodiments of the present application, the content of obtaining resource management data to obtain resource management information is introduced. The first resource management data between the first resource management entity and the first operating entity is determined through the management entity information, where the first resource management data represents the resource management status of the first resource management entity investing and operating resources in the first operating entity. Therefore, through the resource management data, the presentation method of the resource management information can be quantified, and the resource management data itself or the change situation of the resource management data is used as the resource management information, enriching the diversification of the presentation of the resource management information, facilitating more efficiently knowing the invested and operating entities under its investment management with the resource management entity as a reference, and improving the comprehensiveness of information acquisition.

[0269] In an alternative embodiment, for the first operating entity among at least one invested and operating entity, the second resource management data of the first resource management entity for the first operating entity at the current first statistical moment is obtained as the resource management status; or, the resource management information is jointly determined by integrating the second resource management data at the current first statistical moment and the third resource management data at the previous second statistical moment. Schematically, as Figure 17 shown, the above Figure 10 shown step 1030 can also be implemented as the following steps 1710 to 1720.

[0270] Step 1710, for the first operating entity among at least one invested and operating entity, obtain the second resource management data of the first resource management entity for the first operating entity at the first statistical moment, as the resource management status of the first resource management entity for the first operating entity.

[0271] Schematically, the first statistical moment is the moment when the management entity information is obtained by the latest statistics, such as the moment of the latest statistics of investing and operating resources in the operating entity; at least one invested and operating entity invested by the first resource management entity includes at least the first operating entity. Taking the first operating entity as an example (such as Company A), by obtaining the second resource management data of the first resource management entity for the first operating entity from the management entity information corresponding to the first operating entity at the first statistical moment (the latest published periodic report or operation announcement, etc.) (such as any one of the resource management data of the resource management entity for Company A in Table 1 and Table 2 above), to determine the resource management status of the first resource management entity for the first operating entity at the first statistical moment (such as determining the status of resource holding based on the resource holding amount, etc.).

[0272] Similarly, the resource management status of the first resource management entity for other invested and operating entities can also be obtained in the above manner, which will not be elaborated here.

[0273] Step 1720: Obtain the first resource management information on the first resource management entity's execution of resource management on the first operating entity based on the second resource management data, and obtain the second resource management information on the first resource management entity's execution of resource management on other funded operating entities.

[0274] Illustratively, based on the situation where the second resource management data represents the resource management status, the first resource management information on the first resource management entity's execution of resource management on the first operating entity can be obtained based on the second resource management data; similarly, the second resource management information on the first resource management entity's execution of resource management on other funded operating entities can also be obtained based on the resource management data of the first resource management entity on other funded operating entities, which is not limited here.

[0275] In an alternative embodiment, the second resource management data is used as the first resource management information on the first resource management entity's execution of resource management on the first operating entity.

[0276] Illustratively, after obtaining the second resource management data from the management entity information corresponding to the first operating entity, the second resource management data can be directly used as the first resource management information in the resource management information corresponding to the first resource management entity. The first resource management information represents the resource management situation of the first resource management entity on the first operating entity in the resource management scenario. In addition, the resource management information corresponding to the first resource management entity generally represents the summary of the management information on the first resource management entity's execution of resource management on at least one funded operating entity. Therefore, the resource management information corresponding to the first resource management entity may also include the resource management information corresponding to other funded operating entities respectively (for example, the second resource management information represents the resource management situation of the first resource management entity on the funded operating entity B other than the first operating entity in the resource management scenario), etc., which is not elaborated here.

[0277] Among them, the first resource management information includes at least one of the entity resource code, entity resource name, resource holding quantity, resource value, proportion of held resources, and holding resource date.

[0278] Schematically, since the first resource management information represents the management information between the first resource management entity and the first operation entity; therefore, the entity resource code represents the entity identifier corresponding to the first operation entity, which is used to uniquely represent the first operation entity in the current listed area (such as the individual stock code); the entity resource name represents the entity name corresponding to the first operation entity, which is used to represent the first operation entity in the current listed area (such as the individual stock name); the resource holding quantity represents the quantity of the trading resources of the first operation entity held by the first resource management entity (such as the number of shares held); the resource value represents the market value of the trading resources of the first operation entity held by the first resource management entity (such as the market value of the shares held); the proportion of the holding resource quantity represents the proportion of the trading resources of the first operation entity held by the first resource management entity in the total trading resources of the first operation entity (such as the shareholding ratio), and the holding resource date represents the moment when the first resource management entity holds the trading resources of the first operation entity, such as the first statistical moment (such as the holding date of stocks in Region G, stocks in Region M, the cut-off date of stocks in Region C, etc.) or other more accurate holding moments, which are not limited here.

[0279] In an optional embodiment, third resource management data of the first resource management entity for the first operation entity at the second statistical moment is obtained.

[0280] Among them, the second statistical moment is earlier than the first statistical moment.

[0281] Schematically, the first statistical moment is the moment when the management entity information is obtained by the latest statistics, and the second statistical moment is the moment when the historical management entity information was obtained by the previous statistics, where the historical management entity information is the management entity information obtained at the second statistical moment in the past (history).

[0282] For example: in the case where no immediate operation announcement is issued, if the periodic report is issued once every quarter, and the first statistical moment is the end of the second quarter when the second-quarter periodic report (i.e., the management entity information) is obtained by the latest statistics, then the second statistical moment is the end of the first quarter when the first-quarter periodic report (i.e., the historical management entity information) was obtained by the previous statistics, etc.

[0283] In some embodiments, third resource management data of the first resource management entity for the first operation entity is obtained from the historical management entity information corresponding to the second statistical moment.

[0284] Schematically, referring to the above, the first resource management information includes at least one of the entity resource code, entity resource name, resource holding quantity, resource value, proportion of the holding resource quantity, and holding resource date; the third resource management data may also include at least one of the entity resource code, entity resource name, resource holding quantity, resource value, proportion of the holding resource quantity, and holding resource date.

[0285] Optionally, if at the second statistical moment, the first resource management entity manages resources for the first operating entity and is disclosed by the historical management entity information (such as fund manager B holds stocks of company A and the holding amount is in the top 10, etc.), then information such as the entity resource code, entity resource name, resource holding amount, resource value, proportion of the holding resource amount, and resource holding date can be effectively obtained and used as the third resource management data; if at the second statistical moment, the first resource management entity does not manage resources for the first operating entity or is not disclosed by the historical management entity information (such as fund manager B does not hold stocks of company A at the second statistical moment, or the holding amount is not in the top 10, etc.), then there may be content where the above information cannot be effectively obtained as the third resource management data. Therefore, the third resource management data may be "none", and no limitation is imposed here.

[0286] In an optional embodiment, obtain the data comparison result between the third resource management data and the second resource management data, and use the data comparison result as the first resource management information for the first resource management entity to manage resources for the first operating entity.

[0287] Schematically, after obtaining the second resource management data at the first statistical moment and the third resource management data at the second statistical moment (historical statistical moment), the change situation between the third resource management data and the second resource management data can be compared to obtain the data comparison result.

[0288] For example: taking the case where both the second resource management data and the third resource management data can include at least one of the entity resource code, entity resource name, resource holding amount, resource value, proportion of the holding resource amount, and resource holding date as an example, where the same operating entity (the entity receiving the investment) can be determined by comparing "entity resource code, entity resource name", etc., and then the change situation of resource holdings can be determined by comparing "resource holding amount, resource value, proportion of the holding resource amount", etc. For example: if the first resource management entity is fund manager B and the first operating company is company A, if the "resource holding amount B1" in the second resource management data is compared with the "resource holding amount B2" in the third resource management data and it is determined that "resource holding amount B1" is greater than "resource holding amount B2", it can be determined that fund manager B has increased the holdings of company A's stocks (such as fund manager B has purchased more stocks of company A compared to the second statistical moment), and this result is used as a data comparison result; similarly, by comparing other data in the second resource management data with the corresponding data in the third resource management data, corresponding data comparison results can also be obtained, which will not be elaborated here.

[0289] Among them, the first resource management information further includes at least one of the resource change amount, resource change ratio, and resource trend.

[0290] Schematically, the resource change amount is used to characterize the change quantity of the trading resources managed by the first resource management entity for the first operation entity (such as Fund Manager B purchasing 5,000 more stocks of Company A at the first statistical moment compared to the second statistical moment, etc.); the resource change ratio is used to characterize the change ratio of the trading resources managed by the first resource management entity for the first operation entity (such as the year-on-year growth ratio of the number of stocks held by Fund Manager B at the first statistical moment compared to the number of stocks held at the second statistical moment, etc.); the resource trend is used to characterize the change state of the trading resources managed by the first resource management entity for the first operation entity (such as increase in holdings, decrease in holdings, unchanged, etc.). For example, if the resource holdings are not counted in the second resource management data but are included in the third resource management data, then the first resource management entity's trading resources for the first operation entity show a state of decrease in holdings (such as Fund Manager B selling a large number of stocks of Company A, etc.), which is not limited here.

[0291] It should be noted that the above are only schematic examples, and the embodiments of the present application are not limited thereto.

[0292] In summary, the user can obtain organized, standardized, comprehensive, and accurate resource management information based on the resource management entity through the resource management interface, and it also enables the user to efficiently view the resource management status of the selected first resource management entity for at least one funded operation entity. For example, the resource holding information shows the resource holding situation of the first resource management entity for the funded operation entity for the user, and the resource change information can show the change situation of the resources held by the first resource management entity for the funded operation entity for the user, etc. Therefore, as a user in the public, they can make more informed investment decisions based on the resource management information, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing timely changes in market resources, and improving the investment return rate.

[0293] In the embodiments of the present application, the content of obtaining resource management information by comparing the changes in resource management data at different statistical moments is introduced. The resource management data at the current first statistical moment can be used as the resource management status to obtain resource management information more efficiently and in real-time based on the resource management status. Or the resource management data corresponding to the first statistical moment and the second statistical moment can be combined as the resource management status, so as to improve the comprehensiveness and accuracy of obtaining the resource management status through data comparison, and it also helps to realize the trend analysis process, better helping the user understand the dynamic changes and facilitating the user to better decide on the investment strategy.

[0294] In an optional embodiment, the resource management information corresponding to the first resource management entity is information that the terminal requests the server to issue based on the entity selection operation. That is, the resource management method can be executed by the server. The terminal responds to the entity selection operation and sends a resource acquisition request corresponding to the first resource management entity to the server; and obtains the resource management information corresponding to the first resource management entity sent by the server. Schematically, as Figure 18 shown, taking the resource management method in which the server analyzes and collates the resource management information and issues it to the terminal as an example, the following description is given, which includes steps 1810 to 1840.

[0295] Step 1810, obtain the management entity information corresponding to at least one operating entity respectively.

[0296] Among them, the management entity information includes the information of at least one resource management entity that invests in the operating entity.

[0297] Schematically, the operating entity is a legal entity responsible for operation, management, implementation, and control in business activities. The operating entity can obtain resources such as currency, goods, and intellectual property through operating processes such as research activities and economic activities. Optionally, the operating entity can be divided into listed companies, unlisted companies, etc.

[0298] Step 1820, for the first operating entity among at least one operating entity, determine at least one first resource management entity that invests in the first operating entity based on the management entity information.

[0299] Schematically, the first operating entity is any one of at least one operating entity; for example, after obtaining the management entity information corresponding to at least one operating company respectively, analyze each management entity information respectively to take each operating entity as the first operating entity to be analyzed.

[0300] Optionally, determine the resource management entity that invests in the first operating entity through the management entity information corresponding to the first operating entity as the first resource management entity.

[0301] Step 1830, based on the resource investment relationship between the first resource management entity and at least one operating entity, determine at least one funded operating entity invested by the first resource management entity.

[0302] Among them, the resource investment relationship is used to represent that the resource management entity invests operating resources in the operating entity, and at least one funded operating entity includes the first operating entity.

[0303] Among them, the first resource management data is used to represent the resource management status of the first resource management entity investing operating resources in the first operating entity.

[0304] Schematically, for any one of at least one operating entity, i.e., the first operating entity, in addition to determining at least one first resource management entity that invests in the first operating entity, first resource management data corresponding to each of the at least one first resource management entity is also determined based on management entity information, and the first resource management data describes the relationship between each first resource management entity and the first operating entity.

[0305] Step 1840: Obtain the resource management information corresponding to the first resource management entity based on the resource management status of the first resource management entity for at least one funded operating entity.

[0306] Among them, when receiving an information acquisition request for the information corresponding to the first resource management entity sent by the terminal, the resource management information corresponding to the first resource management entity is sent to the terminal, and the resource acquisition request is used to acquire the resource management information corresponding to the first resource management entity.

[0307] It should be noted that the above analysis content can be referred to Figure 10 、 Figure 11 and Figure 17 the processing methods shown, and the embodiments of the present application will not elaborate on this.

[0308] In an optional embodiment, the resource management information corresponding to the sorted resource management entity is described. As Figure 19 shown, it is a data processing flow chart, which includes three parts.

[0309] (1) Store the celebrity and institution pool 1910

[0310] Schematically, the celebrity and institution pool can be obtained by means of celebrity lists, popularity lists, search lists, self-selected stock search terms, celebrity / institution stock lists shown in competing products, well-known institutions often mentioned in information, manual experience, etc., and there is no limitation here. The celebrity and institution pool 1910 can be used to screen the resource management entities that need to be analyzed.

[0311] (2) Store the shareholder information 1920

[0312] Schematically, the shareholder information of listed companies in each trading market is obtained from the stock markets in Region C, Region G, and Region M and processed.

[0313] For the listed companies of Region C stocks, they disclose 4 regular reports every year, namely the first quarterly report, the semi-annual report, the third quarterly report, and the annual report. The top ten shareholders and the top ten tradable shareholders are announced in these regular reports (periodic reports); in addition to the regular reports, listed companies will issue announcements (operation announcements) for certain reasons (such as share repurchases, etc.), and the top ten shareholders and the top ten tradable shareholders are also disclosed in this announcement.

[0314] Similarly, for listed companies issuing stocks in Region H and Region M, relevant shareholder information may also be disclosed in their periodic reports and announcements. The difference is that companies issuing stocks in Region G and Region M are not required to disclose shareholder information in quarterly reports, and shareholders of companies issuing stocks in Region G and Region M are not distinguished as circulating shareholders or non-circulating shareholders. At the same time, the disclosed information is more comprehensive, with more than 10 items.

[0315] Schematically, the shareholder information of each trading market is processed.

[0316] For example, for all non-delisted listed companies issuing stocks in Region C, obtain their top ten shareholders and top ten circulating shareholders disclosed most recently from their periodic reports and individual stock announcements one by one. The fields include at least one of the following: change in shares (shares), change ratio, etc. The change situation needs to be calculated based on the shareholder data of the most recent two periods. Then, perform the following processing on the shareholders.

[0317] Schematically, take the union of these two categories; when the same shareholder appears in both the top ten shareholders and the top ten circulating shareholders, select the data of the top ten shareholders, that is, do not double-count; when the same shareholder appears multiple times in the top ten shareholders or multiple times in the top ten circulating shareholders, that is, appears multiple times in each category, it needs to be aggregated. Only in this way can the shareholding change, change ratio, and trend be calculated by comparing with the previous period. If the shareholding change is positive, the trend is "increase in holdings"; if the shareholding change is negative, the trend is "reduction in holdings"; if the shareholding change is 0, the trend is "no change"; if there was no shareholding in the previous period and there is shareholding in this period, the change is "new position", etc. There is no specific limitation here.

[0318] For all non-delisted listed companies issuing stocks in Region G and Region M, obtain their shareholder information one by one. Since there is only one type of shareholder, only the situation where the same shareholder appears multiple times and needs to be aggregated needs to be processed.

[0319] Optionally, for each celebrity and institution in the non-public offering celebrity and institution pool, perform the following operations: (1) From the shareholder data of each individual stock in all markets of each region, screen out the information where the shareholders only include this celebrity / famous institution, and record at least one of the following information: individual stock code, individual stock name, number of shares held, market value of shares held, shareholding ratio, change in shares (shares), change ratio, position date; (2) After looping through each stock, all the shareholding information of this institution in the corresponding regional market is obtained.

[0320] (III) Update of Position Information 1930

[0321] Perform identification and deduplication filtering on the shareholdings of celebrities / famous institutions; the shareholding information of a certain celebrity / famous institution may contain duplicate information of a certain listed company. For example, Company A has stocks in Region G, dual counters, and depositary receipts of stocks in Region M. Only one of them needs to be shown during display, otherwise it will cause ambiguity and duplication. Therefore, it is necessary to identify and deduplicate the individual stock targets in the shareholding information that belong to the same entity.

[0322] Optionally, first, it is necessary to find out which targets belong to "associated securities of the same target". Securities are any financial instruments traded in the financial market, including at least one of stocks, bonds, fund shares, futures, options, etc. The situations involved here are relatively complex, mainly including the following six categories.

[0323] (1) Depositary receipts: They are transferable certificates circulated in the securities market of a certain region. Taking the depositary receipts in Region M as an example, companies in other regions can entrust some of their stocks to institutions such as banks in Region M, and these institutions issue depositary receipts in Region M to facilitate investors in Region M to trade and obtain the stocks of companies in other regions.

[0324] (2) Multiple entities of stocks in Region M: If the stocks of the same company in Region M are divided into Class A shares and Class B shares: Some companies will issue different types of stocks in the stock market of Region M, usually with differences in voting rights, dividend rights, etc. For example, Class A shares have more voting rights per share and relatively higher prices, while Class B shares are relatively weaker in terms of voting rights, etc., but have lower prices, meeting the needs of different investors.

[0325] (3) Dual counters: It is a trading counter for the same stock in Region G in two currencies. Investors can freely choose to trade in the currency of any region. There is a market maker mechanism to provide liquidity and quotation services for the dual counters, narrowing the price difference between the dual counters and facilitating the trading needs of investors in different currencies.

[0326] (4) Dual listing: Many large companies will choose to be listed on the stock markets of multiple regions simultaneously to expand their financing channels. Although the stock prices of such companies in multiple regional markets may vary due to factors such as market environment, there is generally a certain correlation and is affected by factors such as the overall operating conditions of the company.

[0327] (5) Based on the differences in regional investment entities, it can also be divided into stocks for local investors and stocks for investors in other regions. Although the two types of stocks belong to the same company and are interrelated in terms of company performance, etc., there are differences in trading currencies, trading objects, etc.

[0328] (6) Multi-region listing: A company lists its common stocks in multiple markets. Some cross-regional companies list their common stocks in the securities markets of multiple regions in order to raise funds globally, enhance brand influence, etc. The common stocks in different markets represent ownership of the same company and there is a certain linkage relationship among them. The major decisions and operating conditions of the company will affect the stock prices in all the listed markets.

[0329] Schematically, for the above six types of associations, association recognition can be carried out through the internal code of the database (for example, it can be recognized by a preset financial instrument). The deduplication and selection logic for the above six situations is as follows.

[0330] (1) Display the stocks of Region C when there are stocks of Region C: If Region C is the first region with high priority and the stocks of Region C play an important role in the financial market and are the main way for many investors to participate in the financial market. For a company with stocks of Region C, displaying the stocks of Region C can enable investors to directly understand the company's performance in the current regional financial market, including stock price trends, market value scale, trading activity, etc. It is convenient to well reflect the influence and value of the company in the current regional financial market and facilitate the analysis and decision-making of investors in the current region.

[0331] (2) When there are no stocks of Region C, display the securities with the earliest listing time: When a company has no stocks of Region C, the securities with the earliest listing time can reflect the time node when the company enters other regions or other financial markets, which is of great significance for studying the cross-regional process of the company or the development sequence in different markets. For example, if it was first listed in Region M, displaying the relevant information of its stocks in Region M can help investors understand the company's early financing and development in the financial market.

[0332] Optionally, automatically generate the display elements of the details page of the shareholding list of famous people / famous institutions, such as the name of the shareholding list: Use the method of noting the individual stock name and the shareholding list to represent the introduction of the shareholding list. In addition, regularly update and sort out the latest trends of the heavyweight stocks of this famous person / institution. In addition, for the fields related to prices such as the latest price and market value of the stocks held in the shareholding list, their currency units are consistent with the trading currency of the corresponding stock in the exchange.

[0333] Optionally, associate individual stocks with famous people and institutions from the list of shareholders (top ten shareholders, top ten circulating shareholders, or shareholder changes) published in the latest periodic reports (announcements) of all listed companies of Region C stocks, Region G stocks, and Region M stocks, so as to automatically obtain the heavyweight stocks of this famous person / institution (limited to individual stock periodic reports, announcements, etc.) and update them.

[0334] Information such as the share certificate establishment date (using the program generation time), share certificate fields (such as individual stock code, individual stock name, latest price, increase / decrease rate, number of shares held, market value of shares held, proportion of shares held, change in shares, change ratio, trend, position holding date), default sorting: the latest exchange rate is used in the share certificate, and the market value of shares held is calculated in the background (not display data, only used for default sorting), and the stocks are displayed from largest to smallest market value of shares held to facilitate users to focus on the most heavily weighted stocks.

[0335] In addition, since the stocks in Region G and Region M are displayed in the trading currency of the corresponding stock exchange on each financial application, to prevent confusion when users enter the individual stock details page from the share certificate, the latest price, market value of shares held, etc. displayed in the share certificate are kept consistent with the trading currency of the corresponding stock exchange.

[0336] Optionally, repeat the above steps regularly every day, run the system, and update the position information if there is any, so as to display the latest resource management information.

[0337] In summary, through the resource management interface, the user can obtain organized, standardized, comprehensive, and accurate resource management information based on the resource management entity, and it also enables the user to efficiently view the resource management status of the first resource management entity for at least one invested and operated entity. For example, the resource holding information shows the resource holding situation of the first resource management entity for the invested and operated entity, and the resource change information can show the change situation of the resources held by the first resource management entity for the invested and operated entity, etc. Therefore, as the user in the public, they can make more informed investment decisions based on the resource management information, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing the timely changes of market resources, and improving the investment return rate.

[0338] In the embodiment of the present application, it involves the industry's first automatic acquisition, update, and position change analysis of non-public celebrity and institutional positions. Through the above algorithm method, the share certificates of multiple-market individual stocks held by celebrities and well-known institutions are automatically generated and processed. It can better meet the needs of users to follow the positions and their changes of celebrities and well-known institutions, help users draw on the wisdom of celebrities and well-known institutions, discover investment clues based on their positions, and facilitate investment. Applying the above method to the underlying use of financial applications, automatically updating the positions and trend analysis of non-public fund celebrity / institutional share certificates based on public information, serving all users. Among them, the above-displayed resource management information (such as share certificates) supports sharing, forwarding, etc. For example, the first account corresponding to the current user forwards the resource management information it views within the financial application to the second account (such as a friend's account, etc.), and can also forward the resource management information to other accounts through other social applications, etc., to improve the resource viewing efficiency, which is not limited here.

[0339] Figure 20 is a structural block diagram of a resource management device provided by an exemplary embodiment of the present application. As Figure 20 shown, the device includes the following parts:

[0340] A display module 2010, configured to display a resource management interface, where the resource management interface includes at least one resource management entity, and the resource management entity is an entity for providing operation resources to an operation entity;

[0341] A receiving module 2020, configured to receive a subject selection operation for a first resource management entity among the at least one resource management entity;

[0342] The display module 2010 is further configured to display, in response to the subject selection operation, resource management information corresponding to the first resource management entity, where the resource management information is used to characterize the resource management status of the first resource management entity for at least one funded operation entity, and the at least one funded operation entity is the operation entity that the first resource management entity invests the operation resources in, and the resource management information includes at least one of resource holding information and resource change information.

[0343] In an optional embodiment, the display module 2110 is further configured to display, in response to the subject selection operation, at least one of a resource income change curve and resource income change data as the resource change information in the resource management information corresponding to the first resource management entity; wherein, the resource income change curve is used to describe the income fluctuation situation of the first resource management entity after investing in the at least one funded operation entity within a first trading period; the resource income change data is used to numerically describe the income fluctuation situation of the first trading period compared with a second trading period, and the second trading period is earlier than the first trading period.

[0344] In an optional embodiment, the display module 2010 is further configured to display, in response to the subject selection operation, the resource holding information corresponding to the at least one funded operation entity respectively as the resource management information corresponding to the first resource management entity; wherein, the resource holding information is used to characterize the holding situation of the trading resources of the first resource management entity for the funded operation entity, and the trading resources are resources obtained by the resource management entity through investing the operation resources.

[0345] In an alternative embodiment, the display module 2010 is further configured to, when a first account is logged in to the resource management interface, in response to receiving a first trigger operation on the main collection control corresponding to the first resource management entity, display a collection prompt message, where the main collection control is used to prompt for collecting the first resource management entity in the main collection folder corresponding to the first account; or, in response to receiving a second trigger operation on the information sharing control corresponding to the first resource management entity, display a sharing prompt message, where the information sharing control is used to prompt for sharing the resource management information to a second account other than the first account; or, in response to receiving a third trigger operation on the information comment control corresponding to the first resource management entity, display a comment message, where the information comment control is used to publish the comment message of the first account on the first resource management entity; or, in response to receiving a fourth trigger operation on the record viewing control corresponding to the first resource management entity, display a record update message, where the record update message is used to characterize the investment change of the first resource management entity in the funded operation entity.

[0346] In an alternative embodiment, the display module 2010 is further configured to display the resource management entity of the first investment entity type in a first main style on the resource management interface, where the first investment entity type is a type of resource management entity that receives investment resources from all investment entities to convert them into operation resources invested in the operation entity, and the investment resources are used to be converted into the operation resources invested in the operation entity through the resource management entity; or, display the resource management entity of the second investment entity type in a second main style on the resource management interface, where the second investment entity type is a main type other than the first investment entity type, and the first main style and the second main style are different.

[0347] In an alternative embodiment, the display module 2010 is further configured to obtain management entity information corresponding to at least one operation entity respectively, where the management entity information includes information of at least one resource management entity that invests in the operation entity; in response to the main entity selection operation, based on the resource investment relationship between the first resource management entity characterized by the management entity information and the at least one operation entity, determine at least one funded operation entity invested by the first resource management entity, where the resource investment relationship is used to characterize that the resource management entity invests operation resources in the operation entity; based on the resource management status of the first resource management entity for the at least one funded operation entity, obtain the resource management information corresponding to the first resource management entity, and display the resource management information corresponding to the first resource management entity.

[0348] In an alternative embodiment, the display module 2010 is further configured to obtain a periodic report periodically announced by the at least one operating entity as the management entity information, where the periodic report includes at least one resource management entity that has invested in the operating entity within a preset periodic time period; or obtain an operating announcement immediately announced by the at least one operating entity as the management entity information, where the operating announcement includes at least one resource management entity that has invested in the operating entity within the time period corresponding to the announcement moment.

[0349] In an alternative embodiment, when the first resource management entity is of a second investment entity type other than the first investment entity type, the display module 2010 is further configured to determine, based on the resource investment relationship between the first resource management entity and the at least one operating entity, the operating entities managed by the first resource management entity from the management entity information respectively corresponding to the at least one operating entity as the at least one funded operating entity.

[0350] In an alternative embodiment, the display module 2010 is further configured to obtain a set of eligible entities, where the set of eligible entities includes at least one resource management entity that meets the preset investment eligibility; when the first resource management entity belongs to the set of eligible entities, determine the at least one funded operating entity invested by the first resource management entity based on the resource investment relationship between the first resource management entity and the at least one operating entity.

[0351] In an alternative embodiment, for the first operating entity among the at least one funded operating entity, the display module 2010 is further configured to determine first resource management data between each of the at least one first resource management entities and the first operating entity based on the management entity information; where the first resource management data is used to characterize the resource management status of the first resource management entity investing the operating resources in the first operating entity.

[0352] In an alternative embodiment, the display module 2010 is further configured to, for the first operating entity, when the management entity information corresponding to the first operating entity meets the first disclosure requirement, obtain a first management entity list and a second management entity list corresponding to the first operating entity; the first management entity list is a set of at least one first management entity that holds trading resources and meets the first resource holding condition, and the second management entity list is a set of at least one second management entity that holds circulating trading resources and meets the second resource holding condition, where the trading resources are resources obtained by the resource management entity through investing in the operating resources, and the trading resources include non-circulating trading resources and the circulating trading resources; based on the entity association relationship between the at least one first management entity and the at least one second management entity, determine the first resource management data corresponding to the at least one first resource management entity and the first operating entity respectively, where the at least one first resource management entity includes at least one of the at least one first management entity and the at least one second management entity.

[0353] In an alternative embodiment, the display module 2010 is further configured to take the union of the first management entity list and the second management entity list to obtain a management entity set, where the management entity set includes at least one resource management entity that invests the operating resources in the operating entity; when a third resource management entity exists in both the first management entity list and the second management entity list, obtain the resource management data of the third resource management entity in the first management entity list as the first resource management data corresponding to the third resource management entity; or, when a fourth resource management entity exists in the first management entity list or the second management entity list, obtain the resource management data of the fourth resource management entity in the corresponding management entity list as the first resource management data corresponding to the fourth resource management entity.

[0354] In an alternative embodiment, the display module 2010 is further configured to take the union of the first management entity list and the second management entity list to obtain a management entity set, where the management entity set includes at least one resource management entity that invests the operating resources in the operating entity; when at least two resource management entities in the management entity set belong to the management branch of a fifth resource management entity, obtain the resource management branch data corresponding to the at least two resource management entities respectively; perform data summation on the at least two resource management branch data to obtain the resource management data corresponding to the fifth resource management entity as the first resource management data corresponding to the fifth resource management entity.

[0355] In an optional embodiment, the display module 2010 is further configured to, for the first operating entity, when the operating announcement information corresponding to the first operating entity meets the second announcement requirement, obtain a list of third management entities corresponding to the first operating entity; the list of third management entities is a set of at least one third management entity that holds the operating resources and meets the third resource holding condition; and determine the first resource management data corresponding to each of the at least one first resource management entity from the list of third management entities.

[0356] In an optional embodiment, the display module 2010 is further configured to, for the first operating entity among the at least one funded operating entity, obtain the second resource management data of the first resource management entity for the first operating entity at a first statistical moment as the resource management status of the first resource management entity for the first operating entity; obtain the first resource management information of the first resource management entity for performing resource management on the first operating entity based on the second resource management data, and obtain the second resource management information of the first resource management entity for performing resource management on other funded operating entities.

[0357] In an optional embodiment, the display module 2010 is further configured to use the second resource management data as the first resource management information of the first resource management entity for performing resource management on the first operating entity, where the first resource management information includes at least one of a subject resource code, a subject resource name, a resource holding amount, and a resource value; or obtain the third resource management data of the first resource management entity for the first operating entity at a second statistical moment, where the second statistical moment is earlier than the first statistical moment; obtain a data comparison result between the third resource management data and the second resource management data, and use the data comparison result as the first resource management information of the first resource management entity for performing resource management on the first operating entity, and the first resource management information further includes at least one of a changed resource, a resource change ratio, and a resource trend.

[0358] In an alternative embodiment, the display module 2010 is further configured to, for the first operating entity among the at least one invested operating entity, determine the regional resource management data of the first resource management entity for the first operating entity in at least one region based on the resource investment relationship between the first resource management entity and the first operating entity, and the management entity information corresponding to the first operating entity. The at least one region is the region where the first operating entity converts the operating resources into transaction resources. The regional resource management data is used to represent the resource investment situation of the first resource management entity for the first operating entity within the region. When there is regional resource management data of the first resource management entity for the first operating entity in at least two regions, obtain the regional resource management data corresponding to each of the at least two regions respectively; and based on the regional resource management data corresponding to each of the at least two regions respectively, obtain the resource management information corresponding to the first resource management entity, where the resource management information includes the management information of the first resource management entity for the first operating entity.

[0359] In an alternative embodiment, the display module 2010 is further configured to, when there is a first region among the at least two regions, obtain the first regional resource management data corresponding to the first region as the management information of the first resource management entity for the first operating entity; or, when there is no first region among the at least two regions, determine a second region with the earliest resource conversion time from the at least two regions based on the regional resource management data corresponding to each of the at least two regions respectively. The resource conversion time is the time when the operating resources are converted into transaction resources in the region; obtain the second regional resource management data corresponding to the second region as the management information of the first resource management entity for the first operating entity; and based on the management information corresponding to each of the at least one invested operating entity by the first resource management entity, obtain the resource management information corresponding to the first resource management entity.

[0360] Figure 21 is a structural block diagram of a resource management device provided by another exemplary embodiment of the present application, as Figure 21 shown, the device includes the following parts:

[0361] An acquisition module 2110, configured to acquire the management entity information corresponding to at least one operating entity respectively, where the management entity information includes the information of at least one resource management entity that invests in the operating entity;

[0362] A determination module 2120, configured to, for the first operating entity among the at least one operating entity, determine at least one first resource management entity that invests in the first operating entity based on the management entity information.

[0363] A determination module 2120 is further configured to determine at least one invested operation entity invested by the first resource management entity based on a resource investment relationship between the first resource management entity and the at least one operation entity, where the resource investment relationship is used to represent that the resource management entity invests operation resources in the operation entity, and the at least one invested operation entity includes the first operation entity;

[0364] An acquisition module 2110 is further configured to acquire resource management information corresponding to the first resource management entity based on a resource management status of the first resource management entity with respect to the at least one invested operation entity.

[0365] In summary, through the resource management interface, the user can obtain organized, standardized, comprehensive, and accurate resource management information based on the resource management entity, and it also enables the user to efficiently view the resource management status of the selected first resource management entity with respect to at least one invested operation entity. For example, the resource holding information can show the resource holding situation of the first resource management entity with respect to the invested operation entity for the user, and the resource change information can show the changes in the resources held by the first resource management entity with respect to the invested operation entity for the user. Therefore, as a user in the public, based on the resource management information, they can make more informed investment decisions, which also helps to assist the user in better evaluating risks and returns, enhancing their ability to respond to market changes by capturing timely changes in market resources, and increasing the investment return rate.

[0366] It should be noted that: for the resource management device provided in the above embodiment, only the above-mentioned division of each functional module is used for illustration. In practical applications, the above functions can be allocated to different functional modules according to needs, that is, the internal structure of the device is divided into different functional modules to complete all or part of the functions described above. In addition, the resource management device provided in the above embodiment and the resource management method embodiment belong to the same concept, and the specific implementation process is detailed in the method embodiment, which will not be repeated here.

[0367] Figure 22The figure shows a schematic structural diagram of a server provided by an exemplary embodiment of the present application. The server 2200 includes a Central Processing Unit (CPU) 2201 and a system memory 2202. The system memory 2202 includes a Random Access Memory (RAM) 2203 and a Read-Only Memory (ROM) 2204. The server 2200 also includes a system bus 2205 that connects the system memory 2202 and the central processing unit 2201. In addition, the server 2200 further includes a mass storage device 2206 for storing an operating system 2213, application programs 2214, and other program modules 2215.

[0368] The mass storage device 2206 is connected to the central processing unit 2201 through a mass storage controller (not shown) connected to the system bus 2205. The mass storage device 2206 and its associated computer-readable medium provide non-volatile storage for the server 2200. That is to say, the mass storage device 2206 may include a computer-readable medium (not shown) such as a hard disk or a Compact Disc Read-Only Memory (CD-ROM) drive.

[0369] Without loss of generality, computer-readable media may include computer storage media and communication media. Computer storage media includes volatile and non-volatile, removable and non-removable media implemented by any method or technology for storing information such as computer-readable instructions, data structures, program modules, or other data. The above-mentioned system memory 2202 and mass storage device 2206 may be collectively referred to as memory.

[0370] According to various embodiments of the present application, the server 2200 may also run by connecting to a remote computer on a network such as the Internet. That is, the server 2200 may be connected to the network 2212 through a network interface unit 2211 connected to the system bus 2205. Or rather, the network interface unit 2211 may also be used to connect to other types of networks or remote computer systems (not shown).

[0371] The above-mentioned memory further includes one or more programs. The one or more programs are stored in the memory and are configured to be executed by the CPU.

[0372] An embodiment of the present application further provides a computer device, which includes a processor and a memory. At least one instruction, at least one program, a code set, or an instruction set is stored in the memory, and the at least one instruction, at least one program, the code set, or the instruction set is loaded and executed by the processor to implement the resource management method provided by each of the above method embodiments.

[0373] An embodiment of the present application further provides a computer-readable storage medium, on which at least one instruction, at least one program, a code set, or an instruction set is stored, and the at least one instruction, at least one program, the code set, or the instruction set is loaded and executed by the processor to implement the resource management method provided by each of the above method embodiments.

[0374] An embodiment of the present application further provides a computer program product or a computer program, which includes computer instructions, and the computer instructions are stored in a computer-readable storage medium. The processor of the computer device reads the computer instructions from the computer-readable storage medium, and the processor executes the computer instructions, so that the computer device executes the resource management method described in any one of the above embodiments.

[0375] The foregoing are only optional embodiments of the present application, and are not intended to limit the present application. Any modifications, equivalent replacements, improvements, etc. made within the spirit and principle of the present application shall be included in the protection scope of the present application.

Claims

1. A resource management method, characterized in that: The method comprises: Displaying a resource management interface, wherein the resource management interface includes at least one resource management subject, and the resource management subject is a subject for providing operation resources to the operation subject; receiving a subject selection operation for a first resource management subject among the at least one resource management subject; In response to the subject selection operation, resource management information corresponding to the first resource management subject is displayed, and the resource management information is used to characterize the resource management status of the first resource management subject to at least one funded operating subject. The at least one funded operating subject is the operating subject in which the first resource management subject invests in the operating resources. The resource management information includes at least one of resource holding information and resource change information.

2. The method according to claim 1, characterized in that The displaying, in response to the subject selection operation, resource management information corresponding to the first resource management subject, includes: In response to the subject selection operation, displaying at least one of a resource benefit change curve and resource benefit change data as the resource change information in the resource management information corresponding to the first resource management subject; Among them, the resource income change curve is used to describe the income fluctuation of the first resource management entity after investing in the at least one funded operating entity during the first trading time period; the resource income change data is used to describe the income fluctuation of the first trading time period compared with the second trading time period in numerical form, and the second trading time period is earlier than the first trading time period.

3. The method according to claim 1, characterized in that The displaying, in response to the subject selection operation, resource management information corresponding to the first resource management subject, includes: In response to the subject selection operation, displaying the resource holding information corresponding to the at least one funded operation subject as the resource management information corresponding to the first resource management subject; The resource holding information is used to represent the holding of the transaction resources of the funded operating entity by the first resource management entity. The transaction resources are resources obtained by the resource management entity through investment in the operating resources.

4. The method according to any one of claims 1 to 3, characterized in that: The method further comprises: In the case where a first account is logged in to the resource management interface, in response to receiving a first trigger operation on a subject collection control corresponding to the first resource management subject, displaying collection prompt information, wherein the subject collection control is used to prompt the first resource management subject to be collected in a subject collection folder corresponding to the first account; or In response to receiving a second trigger operation on the information sharing control corresponding to the first resource management subject, displaying sharing prompt information, wherein the information sharing control is used to prompt to share the resource management information to a second account other than the first account; or In response to receiving a third trigger operation of an information comment control corresponding to the first resource management subject, displaying comment information, wherein the information comment control is used to publish the comment information of the first account on the first resource management subject; or In response to receiving a fourth trigger operation on a record viewing control corresponding to the first resource management entity, record update information is displayed, where the record update information is used to represent changes in the investment of the first resource management entity in the funded operation entity.

5. The method according to any one of claims 1 to 3, characterized in that: The display resource management interface includes: Displaying the resource management subject of the first investment subject type in the first subject style on the resource management interface, the first investment subject type is the type of resource management subject that receives investment resources from all investment subjects to convert them into operating resources invested in operating subjects, and the investment resources are used to be converted into operating resources invested in the operating subjects through the resource management subject; or The resource management subject of a second investment subject type is displayed in a second subject style on the resource management interface, the second investment subject type is a subject type other than the first investment subject type, and the first subject style and the second subject style are different.

6. The method according to any one of claims 1 to 3, characterized in that: The displaying, in response to the subject selection operation, resource management information corresponding to the first resource management subject, includes: Acquire management subject information corresponding to at least one operating subject, wherein the management subject information includes information of at least one resource management subject that invests in the operating subject; In response to the subject selection operation, determining the at least one funded operating subject invested by the first resource management subject based on the resource investment relationship between the first resource management subject and the at least one operating subject represented by the management subject information, wherein the resource investment relationship is used to represent the investment of operating resources by the resource management subject in the operating subject; Based on the resource management status of the at least one funded operation entity by the first resource management entity, resource management information corresponding to the first resource management entity is obtained, and the resource management information corresponding to the first resource management entity is displayed.

7. The method according to claim 6, characterized in that The obtaining of management subject information corresponding to at least one operating subject includes: Acquire a periodic report periodically published by the at least one operating entity as the management entity information, wherein the periodic report includes the at least one resource management entity invested in the operating entity within a preset period time period; or, An operation announcement immediately published by the at least one operation entity is obtained as the management entity information, wherein the operation announcement includes the at least one resource management entity invested in the operation entity within a time period corresponding to the publishing time.

8. The method according to claim 6, characterized in that The determining, based on the resource investment relationship between the first resource management subject and the at least one operation subject represented by the management subject information, at least one funded operation subject invested by the first resource management subject comprises: In the case where the first resource management entity is a second investment entity type other than the first investment entity type, based on the resource investment relationship between the first resource management entity and the at least one operating entity, the operating entity in which the first resource management entity participates in management is determined as the at least one funded operating entity from the management entity information corresponding to the at least one operating entity.

9. The method according to claim 6, characterized in that The determining, based on the resource investment relationship between the first resource management subject and the at least one operation subject represented by the management subject information, at least one funded operation subject invested by the first resource management subject comprises: Acquire a set of qualified subjects, wherein the set of qualified subjects includes at least one resource management subject that meets the preset investment qualifications; In the case where the first resource management subject belongs to the qualified subject set, the at least one funded operating subject invested by the first resource management subject is determined based on the resource investment relationship between the first resource management subject and the at least one operating subject represented by the management subject information.

10. The method according to claim 6, characterized in that The method further comprises: For a first operating entity among the at least one funded operating entity, determining first resource management data between the at least one first resource management entity and the first operating entity based on the management entity information; The first resource management data is used to represent the resource management status of the first resource management entity investing the operating resources in the first operating entity.

11. The method according to claim 10, characterized in that The determining, for a first operating entity among the at least one funded operating entity, first resource management data between the at least one first resource management entity and the first operating entity based on the management entity information, includes: For the first operating entity, when the management entity information corresponding to the first operating entity meets the first publication requirement, a first management entity list and a second management entity list corresponding to the first operating entity are obtained; the first management entity list is a collection of at least one first management entity that holds transaction resources and meets the first resource holding condition, and the second management entity list is a collection of at least one second management entity that holds circulating transaction resources and meets the second resource holding condition, the transaction resources are resources obtained by the resource management entity through investment in the operating resources, and the transaction resources include non-circulating transaction resources and the circulating transaction resources; Based on the subject association relationship between the at least one first management subject and the at least one second management subject, the first resource management data corresponding to the at least one first resource management subject and the first operating subject are determined, and the at least one first resource management subject includes at least one of the at least one first management subject and the at least one second management subject.

12. The method according to claim 11, characterized in that The determining, based on the subject association relationship between the at least one first management subject and the at least one second management subject, the first resource management data corresponding to the at least one first resource management subject and the first operation subject respectively includes: Taking a union of the first management subject list and the second management subject list to obtain a management subject set, wherein the management subject set includes at least one resource management subject that invests the operating resources in the operating subject; When a third resource management subject exists in both the first management subject list and the second management subject list, the resource management data of the third resource management subject in the first management subject list is obtained from the management subject set as the first resource management data corresponding to the third resource management subject; or, when a fourth resource management subject exists in the first management subject list or the second management subject list, the resource management data of the fourth resource management subject in the corresponding management subject list is obtained as the first resource management data corresponding to the fourth resource management subject.

13. The method according to claim 11, characterized in that The determining, based on the subject association relationship between the at least one first management subject and the at least one second management subject, the first resource management data corresponding to the at least one first resource management subject and the first operation subject respectively includes: Taking a union of the first management subject list and the second management subject list to obtain a management subject set, wherein the management subject set includes at least one resource management subject that invests the operating resources in the operating subject; In the case that there are at least two resource management subjects in the management subject set that belong to the management branch of the fifth resource management subject, obtaining resource management branch data corresponding to the at least two resource management subjects respectively; Data summation is performed on at least two resource management branch data to obtain resource management data corresponding to the fifth resource management subject as the first resource management data corresponding to the fifth resource management subject.

14. The method according to claim 10, characterized in that The method further comprises: For the first operating entity, when the operation publication information corresponding to the first operating entity meets the second publication requirement, a list of third management entities corresponding to the first operating entity is obtained; the list of third management entities is a collection of at least one third management entity that holds the operating resources and meets the third resource holding condition; The first resource management data respectively corresponding to the at least one first resource management subject is determined from the third management subject list.

15. The method according to claim 6, characterized in that The acquiring, based on the resource management status of the at least one funded operating entity represented by the management entity information, resource management information corresponding to the first resource management entity includes: For a first operating entity among the at least one funded operating entity, obtaining second resource management data of the first resource management entity on the first operating entity at a first statistical moment as the resource management state of the first resource management entity on the first operating entity; Based on the second resource management data, first resource management information of the first resource management subject performing resource management on the first operating subject is obtained, and second resource management information of the first resource management subject performing resource management on other funded operating subjects is obtained.

16. The method according to claim 15, characterized in that The acquiring, based on the second resource management data, first resource management information of resource management performed by the first resource management subject on the first operation subject comprises: The second resource management data is used as the first resource management information for the first resource management subject to perform resource management on the first operation subject, wherein the first resource management information includes at least one of a subject resource code, a subject resource name, a resource holding amount, and a resource value; or Obtain third resource management data of the first resource management entity on the first operating entity at a second statistical moment, wherein the second statistical moment is earlier than the first statistical moment; obtain a data comparison result between the third resource management data and the second resource management data, and use the data comparison result as the first resource management information of the first resource management entity performing resource management on the first operating entity, wherein the first resource management information also includes at least one of changed resources, resource change ratio, and resource trend.

17. The method according to claim 6, characterized in that The acquiring resource management information corresponding to the first resource management subject based on the resource management status of the at least one funded operation subject by the first resource management subject includes: For a first operating entity among the at least one funded operating entity, based on the resource investment relationship between the first resource management entity and the first operating entity, and the management entity information corresponding to the first operating entity, determining the regional resource management data of the first resource management entity on the first operating entity in at least one region, wherein the at least one region is a region where the first operating entity converts the operating resources into transaction resources, and the regional resource management data is used to characterize the resource investment situation of the first resource management entity on the first operating entity in the region; When the first resource management subject has the regional resource management data for the first operation subject in at least two regions, acquiring the regional resource management data corresponding to the at least two regions respectively; Based on the regional resource management data corresponding to the at least two regions, the resource management information corresponding to the first resource management subject is acquired, wherein the resource management information includes management information of the first resource management subject for the first operating subject.

18. The method according to claim 17, characterized in that The acquiring the resource management information corresponding to the first resource management subject based on the regional resource management data corresponding to the at least two regions respectively includes: In the case where the first region exists among the at least two regions, first region resource management data corresponding to the first region is obtained as the management information of the first resource management subject for the first operating subject; or, in the case where the first region does not exist among the at least two regions, based on the regional resource management data corresponding to the at least two regions, a second region with the earliest resource conversion time is determined from the at least two regions, where the resource conversion time is the time when the operating resource is converted into a transaction resource in the region; and second region resource management data corresponding to the second region is obtained as the management information of the first resource management subject for the first operating subject; Based on the management information respectively corresponding to the at least one funded operation entity by the first resource management entity, the resource management information corresponding to the first resource management entity is acquired.

19. A resource management method, characterized in that: The method is executed by a server, and comprises: Acquire management subject information corresponding to at least one operating subject, wherein the management subject information includes information of at least one resource management subject that invests in the operating subject; For a first operating entity among the at least one operating entity, determining at least one first resource management entity that invests in the first operating entity based on the management entity information; Determine at least one funded operating entity invested by the first resource management entity based on the resource investment relationship between the first resource management entity and the at least one operating entity, wherein the resource investment relationship is used to represent that the resource management entity invests in operating resources in the operating entity, and the at least one funded operating entity includes the first operating entity; Based on the resource management status of the at least one funded operation entity by the first resource management entity, resource management information corresponding to the first resource management entity is obtained.

20. A resource management device, characterized in that: The device comprises: A display module, used to display a resource management interface, wherein the resource management interface includes at least one resource management subject, and the resource management subject is a subject used to provide operation resources to the operation subject; A receiving module, configured to receive a subject selection operation for a first resource management subject among the at least one resource management subject; The display module is also used to display resource management information corresponding to the first resource management subject in response to the subject selection operation, and the resource management information is used to characterize the resource management status of the first resource management subject to at least one funded operating subject, and the at least one funded operating subject is the operating subject in which the first resource management subject invests in the operating resources, and the resource management information includes at least one of resource holding information and resource change information.

21. A resource management device, characterized in that: The device comprises: An acquisition module, used to acquire management subject information corresponding to at least one operating subject, wherein the management subject information includes information of at least one resource management subject that invests in the operating subject; a determination module, configured to determine, for a first operating entity among the at least one operating entity, at least one first resource management entity that invests in the first operating entity based on the management entity information; The determining module is further used to determine at least one funded operating entity invested by the first resource management entity based on the resource investment relationship between the first resource management entity and the at least one operating entity, wherein the resource investment relationship is used to represent that the resource management entity invests in operating resources in the operating entity, and the at least one funded operating entity includes the first operating entity; The acquisition module is also used to obtain resource management information corresponding to the first resource management entity based on the resource management status of the first resource management entity to the at least one funded operating entity; wherein, upon receiving an information acquisition request corresponding to the first resource management entity sent by the terminal, the resource management information corresponding to the first resource management entity is sent to the terminal, and the resource acquisition request is used to obtain the resource management information corresponding to the first resource management entity.

22. A computer device, characterized in that: The computer device includes a processor and a memory, wherein the memory stores at least one program, and the at least one program is loaded and executed by the processor to implement the resource management method as described in any one of claims 1 to 19.

23. A computer-readable storage medium, characterized in that: The storage medium stores at least one program, and the at least one program is loaded and executed by the processor to implement the resource management method as described in any one of claims 1 to 19.

24. A computer program product, characterized in that It comprises computer instructions, which, when executed by a processor, implement the resource management method as claimed in any one of claims 1 to 19.

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