An electronic device for displaying a graphical user interface for setting an asset allocation strategy
CN309313972SActive Publication Date: 2025-05-30WIND INFORMATION TECH CO LTD
View PDF 0 Cites 0 Cited by
Patent Information
- Application Number
- CN202430330160.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Designs(China)
- Current Assignee / Owner
- Filing Date
- 2024-05-31
- Publication Date
- 2025-05-30
- Estimated Expiration
- 2039-05-31
Smart Images

Figure 000003_ABST
Abstract
1. Name of the Design Product: Electronic Device for Displaying a Graphical User Interface for Setting Asset Allocation Strategies. 2. Use of the Design Product: An electronic device. 3. Design Key Points of the Design Product: Lies in the content displayed on the graphical user interface. 4. Picture or Photograph Most Indicating the Design Key Points: Interface Variation State Diagram 2. 5. The claimed design includes color. 6. The rear view, top view, bottom view, left view, and right view are conventional designs, and the rear view, top view, bottom view, left view, and right view are omitted. 7. Use of the Graphical User Interface: The graphical user interface is used to set and manage asset allocation strategies during the asset allocation optimization process. After entering "AAO" in the search box at the lower right corner of the main view and clicking the "Enter" key on the keyboard, enter Interface Variation State Diagram 1. In Interface Variation State Diagram 1, click the "My Strategies" button in the left list to enter Interface Variation State Diagram 2, which includes two areas: "Asset Selection" above and "Parameter Configuration" below. In Interface Variation State Diagram 2, click the "Add from Asset Library" button at the upper left corner of the "Asset Selection" area to enter Interface Variation State Diagram 3. In Interface Variation State Diagram 3, select the square box on the left side of the "Asset Library" window list and click "OK" to enter Interface Variation State Diagram 4. In Interface Variation State Diagram 4, click the "Set More Constraints" button at the upper right corner of the "Asset Selection" area to enter Interface Variation State Diagram 5. In Interface Variation State Diagram 5, set the constraint range of the total allocation ratio of the asset portfolio composed of multiple assets in the table under "Multi-Asset Constraint" to enter Interface Variation State Diagram 6. In Interface Variation State Diagram 6, click the "Relative Constraint" button in the "More Constraints" window to enter Interface Variation State Diagram 7. In Interface Variation State Diagram 7, set the constraint range of the excess total allocation ratio between two groups of assets in the table under "Relative Constraint" to enter Interface Variation State Diagram 8. In Interface Variation State Diagram 8, click the "OK" button to enter Interface Variation State Diagram 9, and more constraints are displayed in text description form below the list in the "Asset Selection" area. In Interface Variation State Diagram 9, click the "Customize" button in the "Parameter Configuration" area to enter Interface Variation State Diagram 10, where "Expected Risk and Return" and "Expected Correlation Coefficient Matrix" are switched to an editable state, and the upper half of the table with a gray background in the "Expected Correlation Coefficient Matrix" is not editable. 8. Other circumstances that need to be explained Other explanations: The head portraits of the characters in the views are the virtual assistant images of the software and do not belong to real portraits or variable content pictures.
Need to check novelty before this filing date? Find Prior Art