CN108648087A - Risk analysis method, device and equipment about fund product-specific investments management - Google Patents
Risk analysis method, device and equipment about fund product-specific investments management Download PDFInfo
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- CN108648087A CN108648087A CN201810414327.1A CN201810414327A CN108648087A CN 108648087 A CN108648087 A CN 108648087A CN 201810414327 A CN201810414327 A CN 201810414327A CN 108648087 A CN108648087 A CN 108648087A
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- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
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Abstract
The present invention provides a kind of risk analysis methods about fund product-specific investments management, including：Obtain the fund product and investment tactics of user's selection；Analyze the weight information of the investment tactics；Position in storehouse information and risk information are generated based on the analysis model pre-established according to the fund product and the weight information；Export the position in storehouse information and risk information.Pass through the weight according to fund product, investment tactics and investment tactics, automatically generate position in storehouse information and risk information, it can provide comparison intuitive investment risk information for fund manager, it helps fund manager to accomplish less exposure in industry and Stock Risk, and then reduces product potential risks.
Description
Technical field
The present invention relates to capital investment technical fields, and in particular to a kind of risk analysis about fund product-specific investments management
Method, apparatus and equipment.
Background technology
As the development in China's Financial market is made an investment in artificial intelligence technology, quantization, fund manager is it should be understood that production
The industry proportioning of product itself, stock match information, to determine the amount of holding position and investment risk, accomplish less exposure as far as possible, drop
Low product potential risks.
Invention content
For the defects in the prior art, the present invention provides a kind of risk analysis side about fund product-specific investments management
Method, device, medium and equipment can provide comparison intuitive investment risk information for fund manager, and fund manager is helped to be expert at
Accomplish less exposure in industry and Stock Risk, and then reduces product potential risks.
In a first aspect, the present invention provides a kind of risk analysis methods about fund product-specific investments management, including：
Obtain the fund product and investment tactics of user's selection；
Analyze the weight information of the investment tactics；
According to the fund product and the weight information, based on the analysis model pre-established, generate position in storehouse information and
Risk information；
Export the position in storehouse information and risk information.
Optionally, the investment tactics, including at least one investment tactics.
Optionally, storehouse is being generated based on the analysis model pre-established according to the fund product and the weight information
Before the step of position information and risk information, further include：
Obtain the strategy proportioning of at least one investment tactics input by user；
According to the fund product and the weight information, based on the analysis model pre-established, generate position in storehouse information and
Risk information, including：
It is raw based on the analysis model pre-established according to the fund product, the weight information and the strategy proportioning
At position in storehouse information and risk information.
Optionally, the weight information, including：Industry weight information and stock weight information.
Optionally, storehouse is being generated based on the analysis model pre-established according to the fund product and the weight information
Before the step of position information and risk information, further include：
Receive strategy modification instruction input by user；
It is instructed according to the strategy modification, changes corresponding investment tactics and/or strategy proportioning.
Second aspect, the present invention provide a kind of risk analysis device about fund product-specific investments management, including：
Data obtaining module, fund product and investment tactics for obtaining user's selection；
Weight analysis module, the weight information for analyzing the investment tactics；
Evaluation module is used for according to the fund product and the weight information, raw based on the analysis model pre-established
At position in storehouse information and risk information；
Output module, for exporting the position in storehouse information and risk information.
The third aspect, the present invention provide a kind of computer readable storage medium, are stored thereon with computer program, the program
A kind of risk analysis method about fund product-specific investments management is realized when being executed by processor.
Fourth aspect, the present invention provide a kind of risk analysis equipment about fund product-specific investments management, including：Storage
Device, processor and storage on a memory and the computer program that can run on a processor, the processor execution journey
A kind of risk analysis method about fund product-specific investments management is realized when sequence.
The present invention provides a kind of risk analysis method about fund product-specific investments management, by according to fund product,
The weight of investment tactics and investment tactics automatically generates position in storehouse information and risk information, can provide and compare for fund manager
Intuitive investment risk information helps fund manager to accomplish less exposure in industry and Stock Risk, and then reduces product
Potential risks.
A kind of risk analysis device about fund product-specific investments management provided by the invention, a kind of computer-readable storage
Medium and a kind of risk analysis equipment about fund product-specific investments management, and it is above-mentioned a kind of about fund product-specific investments management
Risk analysis method is for identical inventive concept, advantageous effect having the same.
Description of the drawings
It, below will be to specific in order to illustrate more clearly of the specific embodiment of the invention or technical solution in the prior art
Embodiment or attached drawing needed to be used in the description of the prior art are briefly described.In all the appended drawings, similar element
Or part is generally identified by similar reference numeral.In attached drawing, each element or part might not be drawn according to actual ratio.
Fig. 1 is a kind of flow chart of risk analysis method about fund product-specific investments management provided by the invention；
Fig. 2 is a kind of schematic diagram of risk analysis device about fund product-specific investments management provided by the invention.
Specific implementation mode
The embodiment of technical solution of the present invention is described in detail below in conjunction with attached drawing.Following embodiment is only used for
Clearly illustrate technical scheme of the present invention, therefore be intended only as example, and the protection of the present invention cannot be limited with this
Range.
It should be noted that unless otherwise indicated, technical term or scientific terminology used in this application should be this hair
The ordinary meaning that bright one of ordinary skill in the art are understood.
The present invention provides a kind of about the risk analysis method of fund product-specific investments management, device, medium and equipment.Under
Embodiments of the present invention are described with reference to the accompanying drawings in face.
First embodiment：
Referring to FIG. 1, a kind of risk about fund product-specific investments management point that Fig. 1, which is the specific embodiment of the invention, to be provided
The flow chart of analysis method, a kind of risk analysis method about fund product-specific investments management provided in this embodiment, including：Step
S101：Obtain the fund product and investment tactics of user's selection；Step S102：Analyze the weight information of the investment tactics；Step
Rapid S103：According to the fund product and the weight information, it is based on pre-set analysis method, generates position in storehouse information and wind
Dangerous information；Step S104：Export the position in storehouse information and risk information.
By the weight according to fund product, investment tactics and investment tactics, position in storehouse information and risk letter are automatically generated
Breath, can provide comparison intuitive investment risk information for fund manager, and fund manager is helped to be done in industry and Stock Risk
To less exposure, and then reduce product potential risks.
User in the present invention can be fund manager, or other scalp hands.
Wherein, position in storehouse information may include：Target is held position quantity.Risk information refers to industry irrelevance.
Wherein, weight information refers to the weight information of investment tactics, may include：Industry weight information, stock weight letter
Breath etc..
Investment tactics may include that a variety of plans such as 500 indexes, reserved circulating fund are demonstrate,proved in investment Hu-Shen 300 index, investment
Slightly.
Wherein, industry weight information may include that the industries such as bank, nonbanking financial, food and drink, medicine, household electrical appliances exist
Weight information in entire strategy industry.
Stock weight information may include：In investment tactics, the weight information shared by every B shareB.
Wherein, investment tactics input by user can also be multiple investment tacticses, can also be an investment tactics, this
All within the scope of the present invention.For example, 500 indexes are demonstrate,proved during Hu-Shen 300 index can be invested, can also be invested, can be with
Reserved part circulating fund etc..
In a specific embodiment provided by the invention, according to the fund product and the weight information, it is based on
Before the step of analysis model pre-established, generation position in storehouse information and risk information, can also include：It obtains input by user
The strategy proportioning of at least one investment tactics；According to the fund product and the weight information, based on what is pre-established
Analysis model generates position in storehouse information and risk information, including：According to the fund product, the weight information and the strategy
Proportioning generates position in storehouse information and risk information based on the analysis model pre-established.
After the multiple investment tacticses for obtaining user's selection, it is also necessary to obtain the strategy proportioning of each investment tactics.Wherein,
Strategy proportioning refers to the weight that each investment tactics accounts in multiple investment tacticses that user selects.The strategy of multiple investment tacticses
Proportioning and be 1.Further according to fund product, weight information and strategy proportioning, it is based on analysis model, generates position in storehouse information and risk
Information.
In a specific embodiment provided by the invention, according to the fund product and the weight information, it is based on
Before the step of analysis model pre-established, generation position in storehouse information and risk information, further include：Receive strategy input by user
Modification instruction；It is instructed according to the strategy modification, changes corresponding investment tactics and/or strategy proportioning.
When user thinks that existing investment tactics cannot reach target, investment tactics, strategy proportioning can be changed
Deng.In modification, investment tactics can be deleted, other investment tacticses are selected, can also directly add new investment tactics, and adjust
The strategy proportioning of whole all investment tacticses.It is matched by changing investment tactics and strategy, result is invested to reach expected.
In a specific embodiment provided by the invention, according to the fund product and the weight information, it is based on
Before the step of analysis model pre-established, generation position in storehouse information and risk information, further include：Acquire fund product-specific investments
Historical information；According to the historical information analysis model is established using neural network model.
Wherein, historical information may include：History fund product, history investment tactics, history weight information, history strategy
It is one or more in proportioning, history position in storehouse information, historical risk etc..
Analysis model is established using neural network model using historical information.
After having established analysis model, analysis model can also be verified by the way of sampling, if verification is just
Really, then show that the correctness of the analysis model is higher, can use；If authentication error, show the correctness of the analysis model
It is relatively low, need re-optimization analysis model.In optimizing and analyzing model, can also use neural network model to analysis model into
Row optimization.
In the present invention, when exporting position in storehouse information and risk information, result can be shown with graphic form.Meanwhile also
Investment tactics, tactful proportioning, weight information etc. can be exported, when exporting weight information, bar graph form, pie may be used
One kind in diagram form etc. showing weight information.It enables users to be more clearly visible that as a result, very clear.
More than, it is a kind of risk analysis method about fund product-specific investments management provided by the invention.
Second embodiment：
In above-mentioned first embodiment, a kind of risk analysis method about fund product-specific investments management is provided, with
It is corresponding, the present invention also provides a kind of risk analysis devices about fund product-specific investments management.As shown in Figure 2.By
It is substantially similar to embodiment of the method in device embodiment, so describing fairly simple, related place is referring to embodiment of the method
Part illustrates.Device embodiment described below is only schematical.
The present invention provides a kind of risk analysis device about fund product-specific investments management, including：
Data obtaining module 101, fund product and investment tactics for obtaining user's selection；
Weight analysis module 102, the weight information for analyzing the investment tactics；
Evaluation module 103 is used for according to the fund product and the weight information, based on the analysis mould pre-established
Type generates position in storehouse information and risk information；
Output module 104, for exporting the position in storehouse information and risk information.
In a specific embodiment provided by the invention, the investment tactics, including at least one investment tactics.
In a specific embodiment provided by the invention, described device further includes：
Strategy proportioning acquisition module, the strategy proportioning for obtaining at least one investment tactics input by user；
The evaluation module 103, is specifically used for：
It is raw based on the analysis model pre-established according to the fund product, the weight information and the strategy proportioning
At position in storehouse information and risk information.
In a specific embodiment provided by the invention, the weight information, including：Industry weight information and stock power
Weight information.
In a specific embodiment provided by the invention, described device further includes：
Command reception module is changed, for receiving strategy modification instruction input by user；
Modified module changes corresponding investment tactics and/or strategy proportioning for being instructed according to the strategy modification.
3rd embodiment：
In above-mentioned first embodiment, a kind of risk analysis method about fund product-specific investments management is provided, is tied
It closes and states first embodiment, third embodiment of the invention provides a kind of computer readable storage medium, is stored thereon with computer
Program, the program realize a kind of wind about fund product-specific investments management that above-mentioned first embodiment provides when being executed by processor
Dangerous analysis method.
Fourth embodiment：
In conjunction with a kind of risk analysis method about fund product-specific investments management that first embodiment provides, the present invention also carries
For a kind of risk analysis equipment about fund product-specific investments management, including：Memory, processor and storage are on a memory simultaneously
The computer program that can be run on a processor, the processor realize what above-mentioned first embodiment provided when executing described program
A kind of risk analysis method about fund product-specific investments management.
In the specification of the present invention, numerous specific details are set forth.It is to be appreciated, however, that the embodiment of the present invention can be with
It puts into practice without these specific details.In some instances, well known method, structure and skill is not been shown in detail
Art, so as not to obscure the understanding of this description.
In the description of this specification, reference term " one embodiment ", " some embodiments ", " example ", " specifically show
The description of example " or " some examples " etc. means specific features, structure, material or spy described in conjunction with this embodiment or example
Point is included at least one embodiment or example of the invention.In the present specification, schematic expression of the above terms are not
It must be directed to identical embodiment or example.Moreover, particular features, structures, materials, or characteristics described can be in office
It can be combined in any suitable manner in one or more embodiments or example.In addition, without conflicting with each other, the skill of this field
Art personnel can tie the feature of different embodiments or examples described in this specification and different embodiments or examples
It closes and combines.
Finally it should be noted that：The above embodiments are only used to illustrate the technical solution of the present invention., rather than its limitations；To the greatest extent
Present invention has been described in detail with reference to the aforementioned embodiments for pipe, it will be understood by those of ordinary skill in the art that：Its according to
So can with technical scheme described in the above embodiments is modified, either to which part or all technical features into
Row equivalent replacement；And these modifications or replacements, various embodiments of the present invention technology that it does not separate the essence of the corresponding technical solution
The range of scheme should all cover in the claim of the present invention and the range of specification.
Claims (8)
1. a kind of risk analysis method about fund product-specific investments management, which is characterized in that including：
Obtain the fund product and investment tactics of user's selection；
Analyze the weight information of the investment tactics；
Position in storehouse information and risk are generated based on the analysis model pre-established according to the fund product and the weight information
Information；
Export the position in storehouse information and risk information.
2. according to the method described in claim 1, it is characterized in that, the investment tactics, including at least one investment tactics.
3. according to the method described in claim 1, it is characterized in that, according to the fund product and the weight information, base
In the analysis model pre-established, before the step of generating position in storehouse information and risk information, further include：
Obtain the strategy proportioning of at least one investment tactics input by user；
Position in storehouse information and risk are generated based on the analysis model pre-established according to the fund product and the weight information
Information, including：
Storehouse is generated based on the analysis model pre-established according to the fund product, the weight information and the strategy proportioning
Position information and risk information.
4. according to the method described in claim 1, it is characterized in that, the weight information, including：Industry weight information and stock
Weight information.
5. according to the method described in claim 3, it is characterized in that, according to the fund product and the weight information, base
In the analysis model pre-established, before the step of generating position in storehouse information and risk information, further include：
Receive strategy modification instruction input by user；
It is instructed according to the strategy modification, changes corresponding investment tactics and/or strategy proportioning.
6. a kind of risk analysis device about fund product-specific investments management, which is characterized in that including：
Data obtaining module, fund product and investment tactics for obtaining user's selection；
Weight analysis module, the weight information for analyzing the investment tactics；
Evaluation module, for generating storehouse based on the analysis model pre-established according to the fund product and the weight information
Position information and risk information；
Output module, for exporting the position in storehouse information and risk information.
7. a kind of computer readable storage medium, is stored thereon with computer program, which is characterized in that the program is held by processor
The method described in one of claim 1-5 is realized when row.
8. a kind of risk analysis equipment about fund product-specific investments management, including：Memory, processor and it is stored in memory
Computer program that is upper and can running on a processor, which is characterized in that the processor realizes right when executing described program
It is required that the method described in one of 1-5.
Priority Applications (1)
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| CN201810414327.1A CN108648087A (en) | 2018-05-03 | 2018-05-03 | Risk analysis method, device and equipment about fund product-specific investments management |
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| Application Number | Priority Date | Filing Date | Title |
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| CN201810414327.1A CN108648087A (en) | 2018-05-03 | 2018-05-03 | Risk analysis method, device and equipment about fund product-specific investments management |
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Cited By (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN110009222A (en) * | 2019-02-13 | 2019-07-12 | 王龙 | A kind of fund risk early warning system based on big data analysis |
| CN111275557A (en) * | 2020-02-28 | 2020-06-12 | 中国建设银行股份有限公司 | Method and device for controlling risk of resource management |
| CN112465647A (en) * | 2019-09-06 | 2021-03-09 | 北京财蕴天下信息技术有限责任公司 | Intelligent investment management system |
| CN112541829A (en) * | 2020-12-18 | 2021-03-23 | 未鲲(上海)科技服务有限公司 | Data processing method, device, equipment and readable storage medium |
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