57 results about "Stock investment" patented technology

The invention is in the field of using a computer implemented method to calculate and provide recommendations for stock share investment timing. The process gathers price and volume data of listed firms from as many stock markets as implemented, only condition being that those markets price data are available over the Internet, in order to be able to automate the process. Analysing and calculation methods used within the process differ from those used in typical technical stock analyses in that the invention takes advantage of the known price history and uses statistical mathematics to categorize the current price to a recommended action: "sell', "buy' or "hold', while the most famous technical analysing methods typically try to predict the share price in the near future. The clear benefits of the process are that, after being set up properly, the process does not need human intervention, except in rare special cases, and furthermore, the calculated results are very easy to interpret even by persons without much experience in stock investing. Performance statistics clearly show that remarkable increase in profit of stock share investments can be gained by using the recommendations. The method has been implemented in a form of WWW-service and it is usable globally via the Internet. The method has been donated as StockMapper.

Computer-implemented methods of creating and maintaining stock indexes are provided. For a stock index of a particular size, a band is defined around the upper and/or lower limits of the stock index. To be added to, or dropped from, a particular stock index, the stocks must fall outside of the bands for that particular stock index size. Stock migration is controlled using a systematic stock migration process so that stocks are gradually added and deleted from an index. Stock investment style is determined in a multi-dimensional process, instead of a linear process. Furthermore, the number of stocks in the stock index need not be a fixed value, but may depend upon how many stocks meet predefined criteria at any given point in time.

The invention provides a stock information push system and push method. The stock information push system comprises a management server and a client side. The management server is in communication with a plurality of enterprise servers, a user uses a WEB application program to access the management server through the client side, and the client side comprises a PC terminal and a mobile phone terminal. The management server comprises a database, a data receiving module, a stock information element setting module, a data calculating module, a user behavior obtaining module, an information processing module, a stock screening module and an active pushing module; and the data receiving module, the stock information element setting module, the data calculating module, the user behavior obtaining module, the information processing module, the stock screening module and the active pushing module are in communication with the database. Stock information of an individual stock concerned by a user can be obtained, a concern value can be calculated, and some stocks matching individual stocks having high user concern degrees can be screen out at the same time and be pushed to the user, so the risk of user stock investment is reduced, user investment is no longer blind, the distance between an enterprise and the user is gradually narrowed at the same time, and a win-win effect is possessed.

The present invention provides a system and method for managing a financial investment in a combination of timed purchases of stocks and sale of options. The system and method also relates to the selection of stocks and amount of shares to purchase when to purchase shares and when and how many option contracts to sell concerning the purchased stocks. The system and method also involves the selection of multiple positions in multiple stocks and options for different sized investment funds.

A method and system for optimal choice is described. An inductive database system uses an integration of historical data and virtual data (in the form of intuitive rule-sets specified by an agent or plurality of agents) to make statistical recommendations for optimal choice. Filter mechanisms support the reporting of choice recommendations and user interaction with historical data. In the latter case, user interaction with a deductive interface allows for the testing of decision criteria or rule-sets against an historical database and empirical target results. The constant testing of ideas against an objective function provides an update methodology for a database of virtual data and provides a training methodology for the user. An example of picking stock investments is given.

The invention belongs to the technical field of information processing, and provides a stock or stock investment portfolio volatility prediction method and device. The stock or stock investment portfolio volatility prediction method comprises the steps of receiving stock codes in an input investment portfolio, and weight, beginning time, and ending time corresponding to the stock codes in the investment portfolio, reading values of risk control parameters, obtained in advance according to calculation of basic data yesterday, from a risk control model data base, and obtaining the volatility of the investment portfolio within the beginning and ending time through calculation according to the stock codes, and the weight, the beginning time and the ending time corresponding to the stock codes, stock risk factors, a covariance matrix of factor return and the value of the residual volatility, wherein the risk control parameters comprise the stock risk factors, the factor return of the stock risk factors, the covariance matrix of the factor return and the residual volatility, and the residual volatility is the volatility of the part, cannot be explained by the stock risk factors, of the return. By means of the stock or stock investment portfolio volatility prediction method and device, the time for calculating the volatility is greatly reduced and the calculation accuracy is higher.

The invention provides a stock investment analysis device and method, which relate to the field of financial investment. The device and method for stock investment analysis first collect multiple stock evaluation parameters of multiple target stocks; A variety of stock evaluation parameter training samples and the historical rate of return of each target stock generate the expected rate of return of each target stock; then determine the grading interval of the expected rate of return of each target stock; finally, based on the The binning range of the expected return rate generates a stock investment strategy. The reference value of stock investment obtained through the above-mentioned method is high, the reliability is high, and the estimation of the return of the target stock is very accurate.

The invention discloses an individual stock buying-selling method and system of stock investment. The individual stock buying-selling method comprises the following steps that a time period is set, and exchange quotation data of different stocks during closing everyday within the time period is obtained; real-time prices of stocks are obtained, and a price monitoring list is set for stocks which need monitoring; the obtained exchange quotation data of the stocks during closing is analyzed to obtain high-speed, intermediate-speed and high-speed increasing lines of the stock prices, optimal buying points of the stocks are determined, and the downside amplitudes of buying are set; and a specific stock is selected, the reference price, the upside and downside selling amplitudes and the highest and lowest selling prices of the stock are set, and the amount of money or the amount of stocks in each transaction of the stock is limited. The individual stock buying-selling system of stock investment can improve the benefits and reduce the transaction risk.

The invention discloses a stock investment method and a stock investment system. A stock pool and an investment strategy package are established according to the risk appetite and the operation habit of an investor. Furthermore according to appropriate management, the stock pool and the investment strategy package are displayed to the matched investor through a website, Wechat or short messages. After the investor observes the strategy package or the dynamic change through the website, Wechat or the short messages, according to judgment himself to an investment adviser, the investor orders the investment strategy package which is suitable for the investor, thereby adjusting the investment strategy himself in time. The stock investment method and the stock investment system have advantages of constructing interconnection and intercommunication between the investment adviser and the investor, realizing direct arrival of the service of the investment adviser to the investor, realizing ms-grade real-time synchronous data pushing, helping the investor to quickly handle quotation change, greatly reducing time cost and phone expense cost in communication, and realizing replacement for artificial service.

The invention discloses a stock data excavation model based on a history repeat, and a system. The model searches and finds valuable information from massive stock historical trend lines based on the idea that history will be repeated. The constructed stock data excavation model comprises 6 core modules of a data storage center module, a data preparation module, a data model and data excavation module, a data excavation result module, a result tracking module and a performance evaluation module. Based on the provided model, a multifunctional and highly expandable stock big data excavation system can be constructed. In this system, rapid test and practice of a stock excavation method can be facilitated on one hand, and on the other hand, assisting decision making support can be provided for a user to carry out stock investment.

The invention provides a stock information interaction platform and interaction method capable of displaying enterprise information. The interaction platform comprises a data receiving module, a cloud server, a data publishing module, an electronic trading module, a communication interaction module, an enterprise information dissemination module and a browse counting module; and the interaction method comprises the steps as follows: an enterprise terminal transmits enterprise information to the cloud server; the cloud server processes the stored enterprise information into stock data information required by a client; the data publishing module publishes the processed stock data information; and the client retrieves the stock data information and browses the stock data information according to the requirements, and meanwhile, the client and the enterprise terminal achieve interaction. According to the stock information interaction platform provided by the invention, the enterprise information can be comprehensively displayed, the stock investment risk of a user is reduced, real-time communication between an enterprise and the user is also achieved, a market trading platform is provided for the enterprise, a profit platform is provided for the enterprise and the stock information interaction platform has a win-win result.

A system and method for determining profitability on stock investments. The method includes determining or calculating a fair value of a particular stock (which may further include taking into account risk), determining or calculating the annual compounding intrinsic growth of the company, determining or calculating the consistency of the intrinsic growth (such as risk); and generating the current annual compounding rate of return on investment.

The invention discloses a stock information application analysis system. The method comprises a client interaction main module and a background management main module. The customer interaction main module is used for providing operations of user login, search, stock selection and collection; related plates and stock market information are displayed in an image-text or list form, and specific stockrelated information is displayed; meanwhile, the latest message is pushed according to the market change, and customer service is provided; the background management main module is used for executinguser management, authority management, stock management, customer service, statistical analysis service and stock transaction service. According to the invention, efficient, real-time and comprehensive aggregation of stock messages can be realized; users do not need to open various stock software or pages; each main information module for displaying the stock quotation can be quickly switched toby subscribing the stock in real time, so that the software switching time is reduced, the efficiency is improved, the system logicality is strong, the data is taken into consideration, the accuracy is high, the practicability is strong, and an evaluation result of practical help can be brought to stock investment.

The invention relates to the field of computer technology and provides a method and a device for selecting specific curve stocks according to existing curve forms. The method comprises the steps thathistorical K-line data of historical stocks is acquired, and bull forms are screened from the historical K-line data; multiple stocks input by a user are confirmed, and K-line data of each stock in recent M trading days is acquired; and K-lines of each stock in the recent M trading days are matched with K-lines with the bull forms in the first M trading days among historical K-lines, one or more stocks with similarities higher than a preset value are used as preferred stocks, and the preferred stocks are fed back to a client. Through the method and the device, according to the bull forms of the historical stocks, the stocks which most possibly have similar bull forms in the future are obtained through matching in recent stocks, an investor can visually and effectively acquire the stocks ina good future trend through a K-line graph, and a reference tool for stock investment is provided for the user; and meanwhile, stock curve similarity matching is performed from multiple dimensions, so that the matching result is more accurate.

A financial asset/stock investment system and a method for performing necessary and optimal transactions periodically in response to fluctuating stock market. The system includes a data set of investment terms for clients, a stock analysis logic for calculating the stock investment amount and determining the stock investment ratio defined as the ratio of amount of stock to be held and transacted buying and/or selling stocks, and a stock optimal transaction logic for automatic buying and/or selling stocks recommended from investment terms, stock index, stock investment amount and transaction-buying and/or selling amount. The recommendation from the system is made to profit from stock trading based on the stock investment ratio.

The invention belongs to the technical field of information processing, and particularly relates to a method and device for calculating an information associated stock, and the method comprises the steps: obtaining a plurality of pieces of information according to a retrieval condition inputted by a user, and obtaining one or more keywords of each piece of information through calculation; for eachpiece of information, performing model training on each keyword of the piece of information, and performing calculation to obtain a keyword vector corresponding to each keyword in the piece of information; and for each piece of information, calculating the association degree between the keyword of the piece of information and each stock word in the market based on the keyword vector, and furtherdetermining one or more stocks related to the piece of information. Mass information can be obtained according to user requirements, keywords of each piece of information are obtained through calculation, stocks associated with the information are obtained through rapid analysis and presented to users by calculating the similarity between the keywords and each stock word on the market, the users are assisted in stock investment transaction, and effective reference is provided for user investment.

The invention discloses a stock selection system for stock transaction, and the system comprises a plurality of stock selection program units, and screens out a plurality of groups of screened stockscorresponding to the stock selection program units from all stocks of a stock market according to the corresponding specific screening criteria; an input unit which is used for inputting a plurality of calculation parameters to form investment preference indexes of investors; an investment preference database which is used for recording an investment preference index or an investment preference parameter group of the investor, and the investment preference parameter group comprises a plurality of investment preference parameters of a stock to which the investment preference parameter group belongs; an index selection unit for selecting an index to be calculated; and a data storage device which is used for storing stock market historical information data and real-time stock market information data; when the investor uses the input unit, and after preference indexes or investment preference options are input for the investment preference problem, the stock selection program unit calls the investment preference indexes or the investment preference parameter groups recorded in the stock investment preference database according to the information input by the investor, and automaticallycalculates at least one grade of stock suitable for the investor.

The invention discloses an investment portfolio method using dimension reduction. The method comprises the following steps: S1, obtaining stock information on a target security market; S2, obtaining aprice sequence of the stock; S3, using technical analysis to respectively calculate stock technical indexes of each stock; S4, performing dimensionality reduction on the stock technical index by using a dimensionality reduction technology; S5, calculating the similarity among the stocks according to the stock technical indexes of the stocks subjected to dimension reduction; S6, filtering weak correlation among the stocks by using the minimum spanning tree; S7, carrying out stock clustering by utilizing a Bond algorithm; and S8, selecting stocks with high earnings and small variance from different categories as seeds of the combination, and constructing a stock investment combination. By utilizing the method, the non-systematic risk of combination can be effectively reduced.

The invention is applicable to the technical field of information service, and provides a shareholder service system for stock market information. The shareholder service system comprises a server, abackground end and a user end, the background end comprises a content acquisition module and an anchor interaction module; the server comprises a pushing module, a stock information storage module, anaccount information storage module and a live broadcast storage module. The pushing module is used for receiving the live broadcast information and pushing the live broadcast information to the userside and receiving the anchor interaction information and pushing the anchor interaction information to the user side; the user side comprises a login module, a watching module, a query module and a user interaction module. A server, a background end and a user end are arranged; and the user can log in the user side through the login module to obtain live broadcast and video contents provided by the background side, and can inquire various stock information stored in the stock information storage module of the server, so that the user can obtain required information more fully and conveniently, and effective help is provided for subsequent stock investment of the user.

The invention discloses a method and apparatus for implementing stock investment recommendation. The invention includes acquiring a given stock set, calculating a rise and fall probability for each stock in the stock set; according to the fluctuation probability of each stock in the stock set, one or more stocks are selected to make investment suggestions, which is convenient, quick and accurate,and can help investors to understand the market trend and stock dynamics more accurately for investors or stock market analysts to use.

A computer implemented method for creating an investment report. A database of stock information is screened based upon buyback ratio and prices/sales ratio selection criteria. The buyback ratio represents the percentage of stocks repurchased by a company during a given period that resulted in a net decrease in outstanding shares. The method and system use the criteria to identify companies with a highest buyback ratio and with the lowest price/sale ratio. The resulting list of stocks are ranked and output in an investment report that provides superior return over conventional investment techniques.