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Investment combined transaction method and system, computing device and readable storage medium

A trading method and trading system technology, applied in computing equipment and readable storage media, investment portfolio trading methods, and system fields, can solve the problem that co-investment models cannot meet the refined operation requirements of front-end business systems and cannot effectively support personalized models Issues such as effective implementation

Inactive Publication Date: 2020-11-06
BEIJING KOUDAICAIFU INFORMATION TECH CO LTD
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Problems solved by technology

[0007] Thirdly, the fixed follow-up investment model cannot meet the refined operation requirements of the front-end business system, nor can it effectively support the effective implementation of different personalized models of the back-end financial investment research department

Method used

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  • Investment combined transaction method and system, computing device and readable storage medium
  • Investment combined transaction method and system, computing device and readable storage medium
  • Investment combined transaction method and system, computing device and readable storage medium

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Embodiment Construction

[0043] The present disclosure will be further described in detail below with reference to the drawings and embodiments. It can be understood that the specific implementation manners described here are only used to explain relevant content, rather than to limit the present disclosure. It should also be noted that, for ease of description, only parts related to the present disclosure are shown in the drawings.

[0044] It should be noted that, in the case of no conflict, the implementation modes and the features in the implementation modes in the present disclosure can be combined with each other. The present disclosure will be described in detail below with reference to the drawings and embodiments.

[0045] The portfolio model elements of the existing co-investment model are represented by securities identifiers (generally stock codes, fund codes) and securities allocation ratios. The business ceiling is essentially due to the direct exposure of the asset ratio of marketable ...

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Abstract

The invention provides an investment combined transaction method and system, computing device and a readable storage medium. The combined transaction method comprises the steps of obtaining a combinedtransaction instruction, transaction parameters of a consignor, asset allocation proportions of selected different asset categories, and asset pools corresponding to the selected asset categories; according to the transaction parameters, the asset allocation proportion and the corresponding asset pool, obtaining a negotiable securities allocation proportion corresponding to the asset allocation proportion online in real time; generating a corresponding securities transaction plan according to the negotiable securities configuration proportion and the transaction parameters; converting the securities transaction plan into a transaction instruction in the system, wherein the transaction instruction in the system is an element representation form of a transaction order of the valuable securities; and converting a transaction instruction in the system into an instruction form which can be identified by the security transaction system, thereby finishing ordering operation. According to thetransaction method, personalized investment portfolio configuration and transaction due to time difference of people can be realized, and a natural business ceiling of follow-up investment combination is broken.

Description

technical field [0001] The present disclosure relates to data processing technology, and in particular to an investment portfolio transaction method, system, computing device and readable storage medium suitable for financial transactions. Background technique [0002] The investment portfolio is composed of managers (investors, financial institutions or third parties) who invest funds in different types of securities or multiple securities of the same type in accordance with specific investment strategies in a certain proportion. Variety of investment methods. The combination of securities held in this diversified investment method is the investment portfolio. More mature portfolios are fund portfolios and stock portfolios. The investment portfolio contains two core elements: (1) Portfolio assets, that is, the securities that make up the portfolio; (2) Allocation ratio, that is, the capital ratio of each portfolio asset in the total assets of the portfolio. [0003] Comb...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06Q40/04
CPCG06Q40/04G06Q40/06
Inventor 刘立坤朱晓彬吴泉龙郑平平
Owner BEIJING KOUDAICAIFU INFORMATION TECH CO LTD
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