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Brokerage self-operation project valuation tracking system

A tracking system and valuation technology, applied in the computer field, can solve the problems of high manual operation risk, low project data security and low efficiency, and achieve the effect of improving security and improving valuation efficiency.

Pending Publication Date: 2021-12-14
GF SECURITIES CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

This traditional self-operated project valuation impairment tracking method has low efficiency, high risk of manual operation, and low security of project data landing multiple times

Method used

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  • Brokerage self-operation project valuation tracking system

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Embodiment Construction

[0031] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without creative efforts fall within the protection scope of the present invention.

[0032] Such as figure 1 As shown, an embodiment of the present invention provides a valuation tracking system for self-operated projects of securities companies, including: a data acquisition module, a valuation model selection module, a valuation calculation module, and a self-operated project trend calculation module;

[0033] The data collection module is used to collect the dimensional data of the self-operated projects in the current period according to the pr...

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Abstract

The invention discloses a brokerage self-operation project valuation tracking system, and the system comprises: a data collection module which is used for collecting the dimension data of a current self-operation project according to a preset period, wherein the dimension data comprises repurchase state information, default state information, listing state information and to-be-counted data information; a valuation model selection module which is used for selecting a valuation model for valuation of the current self-operation project according to the repurchase state information, the default state information and the listing state information; a valuation calculation module which is used for carrying out valuation on the current self-operation project according to the to-be-counted data information and the selected valuation model; and a self-operation project change trend calculation module which is used for calculating a statistical value of a preset self-operation project estimated value change trend statistical index according to the estimated value result of the current self-operation project, the dimension data of the current self-operation project and the historical self-operation project estimated value result. By implementing the invention, the valuation efficiency and the data security can be improved.

Description

technical field [0001] The invention relates to the field of computer technology, in particular to a valuation tracking system for self-operated projects of securities firms. Background technique [0002] In the field of securities companies, self-operated business accounts for an increasing proportion of revenue. Therefore, tracking and calculating the valuation and impairment of self-operated projects has become an important daily task for relevant financial personnel. In the past, the following manual methods were often used to track the changes in the valuation impairment of the company's self-operated projects. After the summary, the current valuation and impairment results of the project are obtained through the Excel macro based on the current calculation model, and then the current results are summarized into the historical results Excel table, and then the changes in the valuation impairment are calculated through the Excel macro, and finally summarized and reported...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/02G06Q40/00G06Q40/04G06Q40/06G06F16/2458G06F16/248
CPCG06Q30/0278G06Q30/0201G06Q40/125G06Q40/04G06Q40/06G06F16/2462G06F16/248
Inventor 曾家宋柯学鹿群曾波
Owner GF SECURITIES CO LTD
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