Combined monitoring and product management system

Abstract

The invention discloses a combined monitoring and product management system, and the system comprises an account management module, a combined management module and a transaction management module. The system employs a distributed computing mode, achieves the synchronization of the real-time market information, and achieves the millimeter-level data delay. The system provides 140 real-time statistical monitoring indexes, and a user can freely select the to-be-checked statistical index according to his demands. The monitoring data has two sources: the signal automatic access via a strategy model, and the automatic computing and monitoring through the batch importing of the transaction record data. A valve supports multi-account management, and a product and combination correlation mode is employed for automatically calculating the product performance. The system supports the grouped statistics of a plurality of combinations, and achieves the splicing and monitoring of any combinations.If there is a need for the early-warning notification of the combinations, the system can click an early-warning notification button, and can start the early-warning notification through the scanningof a QR code, thereby achieving the early warning.

Description

Technical field [0001] The invention relates to the technical field of product management systems, in particular to a combined monitoring and product management system. Background technique [0002] The statistical indicators provided by traditional trading software are very scarce. At present, there is no complete asset management system to manage products, and it is impossible to track the portfolio dynamics in real time. If abnormalities occur, it is impossible to take timely countermeasures; most software currently only targets a single product list. The fund products of the account are monitored and analyzed in real time. It is impossible to manage multiple accounts and multiple varieties at the same time. When the personal computer is processing batch calculations, the speed is slow, the real-time market quotation data is delayed seriously, and early risk control warnings cannot be set to monitor the income of the portfolio. Risk dynamics, the statistical indicators only pr...

AI Technical Summary

Problems solved by technology

[0002] The statistical indicators provided by traditional trading software are very scarce. At present, there is no complete asset management system to manage products, and it is impossible to track the dynamics of the portfolio in real time. Real-time monitoring and analysis of the fund products of the account cannot manage multiple accounts and multiple varieties at the same time. When the personal computer processes batch calculations, the speed is slow, and the real-time market quotation data is seriously delayed. It is impossible to set early risk control warnings to monitor the income of the portfolio For risk dynamics, statistical indicators only provide the most basic ones, which cannot satisfy users’ in-depth analysis of portfolio performance and suggestions for after-hours optimization; the statistical indicators provided by ordinary trading software are very scarce, and there is a large delay in processing real-time data. Not to mention providing users with risk control and early warning functions. As the supply of fund products in the market increases, there are many varieties and styles, it is more difficult for investors to effectively monitor the performance of products.

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