TW200419408A - Investment management system and method combining multiple products - Google Patents
Investment management system and method combining multiple products Download PDFInfo
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200419408200419408
本發明係有關於一種投資管理系統及方法，且特別有 關於一種可以將不同投資平台之多種商品進行結合，並提 供相關投資管理功能之結合多種商品之投資管理系統及方 法0 先前技術 伴隨理財觀念的普及，各式各樣的理財管道與工具，The present invention relates to an investment management system and method, and more particularly, to an investment management system and method that can combine multiple commodities of different investment platforms and provide related investment management functions. Popularity, various financial management channels and tools,
如基金、債券、股市、期貨等等也都成為一般投資者最普 遍1理財方式之一。隨著理財多元化的趨勢，除了股票、 $貨之外’選擇權（〇Pt ion)商品也已經成為目前最新興的 才又$避險工具之一。目前來說，選擇權商品可以包括以加 權心數的期指選擇權商品以及以個股為標的之個股選擇權 商品等等。 i^擇權是一種買賣某一商品的權利，買方在支付權利 後，即擁有在一定時間之内以一定價格與一定數量賣 方執行買進或賣出之權利，而非義務；反之，#方有其； ^ ^擇權包括買權（Cal 1 )與賣權（put)兩部分，分別介 紹於下：Such as funds, bonds, stock markets, futures, etc. have also become one of the most popular financial management methods for general investors. With the trend of diversified financial management, in addition to stocks and stocks, ‘Potion’ commodities have also become one of the latest emerging risk avoidance tools. At present, options commodities can include option commodities with weighted hearts and options commodities with individual stocks as the target. The option is a right to buy or sell a certain commodity. After paying the right, the buyer has the right to perform a purchase or sale at a certain price and a certain number of sellers within a certain period of time, rather than an obligation; otherwise, # 方^ ^ Optional rights include two parts: call (Cal 1) and put (put), which are introduced below:
口 ^ i權分為買一買權與賣一買權。當投資者預期未來商 ^ ^格將大幅上漲則可以買一買權，此時，若商品價格大 =，=，則獲利無限；反之，若商品價格未來走勢不如預 浐次^其付出之權利金即為最大損失，故風險有限。而當 又—貝預期未來商品價格將小幅下跌則可以賣一買權，此The right is divided into buy one call and sell one call. Investors can buy a call option when they expect that the market price will increase sharply in the future. At this time, if the price of the commodity is large, the profit will be unlimited; otherwise, if the price of the commodity in the future is not as good as the forecast ^ The premium is the maximum loss, so the risk is limited. However, Dang-bei expects that the price of commodities will fall slightly in the future to sell a call.
200419408 五、發明說明（2) 時，若商品未來價格小幅下 限；反之，若商品價格走勢 增，故風險無限。另外，賣 當投資者預期商品價格未來 權，此時，若商品價格大幅 商品價格未來走勢不如預期 損失，故風險有限。而當投 上漲則可以賣一賣權，此時 則賺取權利金，故獲利有限 預期，則被履約的機率大增 簡單來說，當投資者看 者可以買進該商品之買權， 時’則投資者可以買進該商 險原則。 如前所述，目前市場中 股票、期貨與選擇權。目前 於不同商品別進行庫存統計 力。然而，隨著個人或法人 有效整合不同類型的商品並 資管理系統與方法，將成為 跌’則賺取權利金，故獲利有 不如預期，則被履約的機率大 權分為買一賣權與賣一賣權。 將出現大幅下跌則可以買一賣 下跌’則獲利無限；反之，若 ’則其付出之權利金即為最大 f者預期未來商品價格將小幅 ’若商品未來價格小幅上漲， ;反之，若商品價格走勢不如 ’故風險無限。 好某一商品之後勢時，則投資 而投資者看壞某一商品之後勢 品之賣權，將最符合利潤與風 存在多種類型的投資商品，如 線上投資管理系統僅能單獨對 ’而無其他有效的投資分析能 投資多元化的趨勢，提供能夠 進行投資管理與分析的線上投 曰後投資管理的趨勢。200419408 5. In the description of the invention (2), if the future price of the product is slightly lower; on the other hand, if the price of the product increases, the risk is unlimited. In addition, when the investor expects the future price of the commodity price, at this time, if the commodity price is large, the future trend of the commodity price is not as good as the expected loss, so the risk is limited. And when the investment rises, you can sell a put option, at this time you earn a premium, so the profit is limited, the chance of being fulfilled is greatly increased. In simple terms, when an investor can buy the right to buy the product, Time 'then investors can buy the business insurance principle. As mentioned earlier, stocks, futures and options are currently in the market. At present, inventory statistics are performed on different commodities. However, as individuals or legal persons effectively integrate different types of commodity merger management systems and methods, they will become the winners and earn the premium, so if the profit is not as expected, the chance of being fulfilled is divided into the right to buy and sell. Sell for a put. If there will be a substantial decline, you can buy, sell, and decline ', and the profit is unlimited; otherwise, if' then the premium paid is the largest, and the person expects that the future price of the product will be small '; The price movement is not as good as that, so the risks are unlimited. When the future of a certain commodity is good, then the investment is made and the investor sees the selling power of the underlying commodity after the bad. It will be in line with the profit and the wind. There are many types of investment commodities. Other effective investment analysis can invest in the trend of diversification, and provide online investment management trend that can conduct investment management and analysis.
發明内容 主要目的為提供一種可以將不同 結合，並提供相關投資管理功 有鑑於此，本發明之 投資平台之多種商品進行SUMMARY OF THE INVENTION The main object is to provide a variety of products that can combine different types and provide related investment management functions.
0781-9987TWF(N1);yi anhou.ptd $ 6頁 200419408 五、發明說明（3) 之結合多種商品之投資管理系統及方法。 成本發明之上述目的’可藉由本 、，，=口夕種商品之投資管理系統及方法來達成。 供之 依據本發明實施例之結合多種商品 =位管理單元與一投資分析單元單 =錄相應帳戶之庫存明細’其中庫存明細中至少包括： 與ίϊ權商品’並對於選擇權商品進行-條件判斷 口=進行-情境分析，且依據庫存明細與下 進行一對比分析，並將相應之分析‘ 品賣L中權:;件；商品係對於一標的商 品之市價，則檢杳相ϋ的商r履約價小於相應標的商 於選擇權商品的數量1外，條件判斷係檢以；】； ::對=的商品買進賣權•，若相應標的二 = 賈’ ！檢查相應標的商品之股票商 並未大二：握避·商品的數量。若股票商品的數量 並未大於k擇權商品的數量時，發出庫存警示。 資分二卜數情果係相應庫存明細‘投資損益或投 貝刀析參數。對比分析結果係分別相應庫存明細 =庫存明細與投資商品之投資損益比對或投資分““ 此外’依據本發明實施例之結合多種商品之投資管理 第7頁 0781 -9987DVF(N1);y i anhou.p t d 2004194080781-9987TWF (N1); yi anhou.ptd $ 6 pages 200419408 V. Description of the invention (3) Investment management system and method combining multiple commodities. The above-mentioned object of the cost invention can be achieved by the investment management system and method of this commodity. In accordance with the embodiment of the present invention, a combination of multiple commodities = a management unit and an investment analysis unit list = records the inventory details of the corresponding account, where the inventory details include at least: and "right products" and conditional judgments on options products口 = Do-context analysis, and a comparative analysis based on inventory details and the next analysis, and the corresponding analysis' goods sold L in the right :; pieces; the commodity is the market price of a target commodity, then check the relative quotient r The performance price is less than the quantity of the corresponding subject matter in the option 1 except that the condition judgment is checked;]; :: The right to buy and sell the goods =, if the corresponding subject 2 = Jia '! The stock dealer checking the corresponding underlying product is not a sophomore: the amount of avoidance · commodity. If the number of stock commodities is not greater than the number of k option commodities, an inventory alert is issued. The score of two points is the corresponding inventory details ‘investment profit or loss or investment knife analysis parameters. The results of the comparative analysis are the corresponding inventory details = inventory details and investment profit / loss ratios or investment scores of the investment commodities. "In addition," according to the embodiment of the present invention, a combination of investment management of multiple commodities, page 7 0781-9987DVF (N1); yi anhou .ptd 200419408
之=:細之投 實施方式 第1圖係顯示依據本發明實施例之結合 資管理系統之系㈣構。依據本發明實施例之^：多之種投商 品，投資管理系統10。，包括一資料庫ιι〇、—部：= 乂20、一投資分析單元13〇、一下單單元14〇 早 議單元150、與一圖示介面。 /貝料庫1 1 0可以獨立或存在於部位管理單元1 2 〇之 用以記錄相應-帳戶之庫存明細，其中庫存明細中可以句 2多種不同類型之商品，如股票商品、期貨商 商，。注意較’資料庫110中的庫存明細可以由不同擇交權 易官理系統中依據相同的帳戶資訊進行擷取，亦由一 合型交易管理系統中取得。 部位管理單元120可以將資料庫11〇中的庫存明細顯示 於圖示介面160中，且部位管理單元12〇可以將庫存明細’中 之商品依據選擇權商品進行分類，並顯示於圖示介面 160。舉例來說，若選擇權商品為相應股票人之選擇權，則 庫存明細中相應股票A中用現股買進、融資買進、融券賣 出、與選擇權商品部位會分類在一起。此外，部位管理單 疋1 2 0可以將資料庫11 〇中的庫存明細的整體庫存部位以一 4位總表方式顯示於圖示介面1 6 〇。其中，部位總表可以 包含相應該庫存明細之投資總額、未實現損益、與選擇權Zhi =: Fine investment implementation Figure 1 shows the structure of a combined asset management system according to an embodiment of the present invention. According to the embodiment of the present invention: multiple investment products, investment management system 10. , Including a database ιι〇,-Department: = 乂 20, an investment analysis unit 13〇, a single unit 1440 early meeting unit 150, and a graphical interface. / Beijing library 1 1 0 can exist independently or exist in the position management unit 1 2 0 to record the inventory details of the corresponding-account, where the inventory details can be sentenced to more than 2 different types of commodities, such as stock commodities, futures dealers, . Note that the inventory details in the 'database 110' can be retrieved based on the same account information in different transaction management systems, and also obtained from a combined transaction management system. The part management unit 120 may display the inventory details in the database 1110 on the icon interface 160, and the part management unit 120 may classify the products in the inventory details' according to the option of the option and display them on the icon interface 160 . For example, if the option product is the option of the corresponding stock owner, then the corresponding stock A in the inventory details is purchased with current stock purchase, financing purchase, stock sale, and classified with the option commodity position. In addition, the part management list 疋 1 2 0 can display the entire inventory position of the inventory details in the database 11 0 as a four-digit summary table on the graphic interface 16. Among them, the position summary table can include the total investment, unrealized profit and loss, and options corresponding to the inventory details.
0781-9987TW(Nl);yianhou.ptd 第8頁 200419408 五、發明說明（5) 敏感參數等等。 另外’部位管理里+〗 權商品進行-條件判：：1提2 °供可一 供庫存警示的目㈣用以提 主忍的是，提 期時必須具備的股票數目 帳戶的擁有|，在選擇權到 芮σ i斟於°卩Γ官理單凡12 0之條件判斷係檢杳當選擇權 約價小於相應桿：芮口 ： ί二桓0寺，若相應標的商品之履 票商品的數量是二則檢查相應標的商品之股 斷係檢查當選擇權芮：品的數量，另夕卜，條件判 鮮的*。r商對於標的商品買進賣權時，若相 ί s的商了之，約價大於相應標的商品之市價，則檢查相 :二：之股票商品的數量是否大於選擇權商品的數 ϊ位：ΐ:商品的數量並未大於選擇權商品的數量時，則 s ί早7C1 20發出一庫存警示。其中，庫存警示可以 不同顏色的文字閃動以提示或是透過一彈出視窗以 订S不。值得注意的是，所有股票、期貨與選擇權商品 ?相關資tfl，包括股價、選擇權商品内容、履約價、與成 父價等等資訊可以即時由交易平台取得。 0使用者可以將欲進行交易之投資商品事先建立於一下 單失141中，且可以透過下單單元14〇將下單夾141中之投 資商品經過適當之身份認證之後，透過交易平台下單進行 交易。 技 > 分析單元1 3 0可以依據帳戶内之庫存明細進行一 情境分析或依據庫存明細與下單夾丨4 1中欲進行交易之投0781-9987TW (Nl); yianhou.ptd page 8 200419408 V. Description of the invention (5) Sensitive parameters and so on. In addition, in the "part management" + right to carry out-conditional judgment :: 1 mention 2 ° supply can be provided for the purpose of the inventory warning to remind you that the number of stocks must be available when the account is held | The selection right to Rui σ i is judged by the condition of ° 卩 Official management Shan Fan 12 0. The judgment is that when the option price is less than the corresponding par: Ruikou: ί Erqi 0 Temple, if the corresponding underlying product is The quantity is two, and the inspection of the corresponding stock of the underlying product is the inspection of the right to choose: the quantity of the product, in addition, the conditions are judged fresh *. When the merchant buys and sells the right of the target product, if the seller of the relative product s makes an agreement, and the contract price is greater than the market price of the corresponding target product, then check whether the number of stock products is greater than the number of options: ΐ: When the number of products is not greater than the number of options, an inventory alert is issued as early as 7C1 20. Among them, inventory warnings can be flashed in different colors to remind or order through a pop-up window. It is worth noting that all stocks, futures, and options commodities related information tfl, including stock prices, options commodity content, performance price, and parent price, etc. can be obtained immediately from the trading platform. 0 The user can build the investment products to be traded in the order loss 141 in advance, and can place the investment products in the order folder 141 through the order placing unit 14 through appropriate identity authentication, and then place the order through the trading platform. transaction. Technical > Analysis Unit 1 3 0 can perform a scenario analysis based on the inventory details in the account or based on inventory details and order placements 丨 4 1
200419408200419408
資商品進行一對比分析。 其中，情境分析的目的係假設庫存明細於固定時點或 固疋波動率下整體庫存明細所表現的投資損益與選擇權敏 ^參數/如Delta :選擇權價格對於標的物價格之敏感程 又（或稱為對沖率）'Gamma :Delta對於標的物價格之敏感 程度，其顯示出對沖率的敏感程度、Theta :標的物對時 =的敏感程度，亦可視為選擇權時間價值（Time VaUe)的 =失程度：與Vega，Kapa :標的物對於變動率之敏感程度 參數相應之計算方式，可以透 ack/Myron Scholes ， B/S)評A comparative analysis of foreign goods. Among them, the purpose of the scenario analysis is to assume that the inventory details are at a fixed point in time or the overall inventory details under fixed volatility. The investment profit and loss and the sensitivity of the options ^ parameters / such as Delta: the sensitivity of the option price to the price of the underlying object (or (Called the hedge rate) 'Gamma: Delta's sensitivity to the price of the target, which shows the sensitivity of the hedge, Theta: the sensitivity of the target to the time = can also be regarded as the time value of the option (Time VaUe) = Loss degree: Vega, Kapa: The calculation method corresponding to the sensitivity parameter of the subject to the rate of change can be evaluated through ack / Myron Scholes (B / S).
上述損益與選擇權敏感 過布拉克/休斯（Fischer B1 價模式來進行運算：The above profit and loss are sensitive to the option. The calculation is performed through the Fischer B1 price model:
^ = — q + /2)T 其中，^ σ'(ψ ^ /7ΛΤ 一 2 S 一 4 前之ic格in價值；p表示賣權價值；s表示標的物s 月之仏格（成父仏）；K表示履約價；Γ表示瞬間 i|Stantaneous)無風險利率；τ表示權利期間之長短（週 ‘數.^ '的物報酬率之瞬間標準差；1η()表示自然 對數’姻（）表示標準化常態分配的累積機率，^ = — Q + / 2) T where ^ σ '(ψ ^ / 7ΛΤ-2 S-4 before the value of the ic grid in; p is the value of the put; s is the subject matter s the grid of the month ); K represents the performance price; Γ represents the instant i | Stantaneous) risk-free interest rate; τ represents the length of the right period (week 'number. ^' Instantaneous standard deviation of the rate of return on goods; 1η () represents the natural logarithm 'Marriage () Represents the cumulative probability of a normalized normal distribution,
200419408 五、發明說明（7) «„λ/2 /r 此外’相關選擇權敏感參數可以以下列公式計算 Delta ： A=/Wi)200419408 V. Description of the invention (7) «„ λ / 2 / r In addition, the relevant selection right-sensitive parameters can be calculated by the following formula: A = / Wi)
Theta: Θ：Theta: Θ:
Gamma : (買權） d,) ^ + rXe^Mir d2) (賣權） 2、 Γ·Gamma: (call) d,) ^ + rXe ^ Mir d2) (put) 2, Γ ·
Sa4f 其中 me: 2t2Sa4f where me: 2t2
Vega : Λ = S^jTN^1 (d 當庫存明細中相庫在^ ^ 夂H ^ 4 I相應母一商品之投資損益與選擇權敏感 茶數计异得知之後，便 結果。此外，對比分將其總計而得到其情境分析 對於使用者已經擁有較使用者欲投資的部位可以係分別相應庫存明二：：广I例來說’對比分析 商品之投資損益比對或=相應包括庫存明細與該投資 式類似於上述情境分析的=感參數比對，且計算方 • 一、 v °T异方式。 投負分析單元1 3 0可w ρ 士 乂即時對於庫存明細與下單夾中Vega: Λ = S ^ jTN ^ 1 (d) When the phase library in the inventory details is ^ ^ 夂 H ^ 4 I, the investment profit or loss of the corresponding parent and commodity and the option-sensitive tea count are known, and the result is obtained. In addition, the comparison The situation analysis is obtained by summing up the points. For users who already have more positions than the users want to invest in, they can be respectively corresponding to the inventory. II: For example, 'comparative analysis of the investment profit and loss ratio of the commodity or = correspondingly include inventory details This investment formula is similar to the above-mentioned scenario analysis = sensory parameter comparison, and the calculation method • First, v ° T different ways. The negative analysis unit 1 3 0 can w ρ
IVIV
0781 -9987TWF(Nl);y i anhou.p t d 第11頁 200419408 五、發明說明（8) " --- 的投資商品進行情境分析或對比分析，並將相應之情境分 析…果或對比分析結果顯示於圖示介面1 6 〇中。值得注竟 的疋，在一實作之顯示介面中，庫存明細與下單夾中的每 一商品可以進行顯示予使用者得知，且每一商品前可以增 設一勾選視格，且投資分析單元丨30會對於經過勾選的曰 品進行上述之情境分析或對比分析。 一 另外，策略建議單元150可以依據相應庫存明細之浐 資部位，對於不同之投資策略，如避險、收益、套利、予 保護等策略分別建議相應之投資組合予使用者以增加 彈性與效益之投資管理功能。 /、 第2圖顯示依據本發明實施例之結合多種商品之投次 b理方法。首先，如步驟32 Q丨，提供並記錄相應一帳戶之 一庫存明細，其中庫存明細可以包括複數個不同類型 。口，如股票商品與選擇權商品。接著，如步驟“⑽， 存明細中之商品依據選擇權商品進行分類，並顯示於圖八 介面。類似地，若選擇權商品為相應股票A之選擇權，不 庫存明細中相應股票A中用現股買進、融資買進、 矣 出、與選擇權商品部位會分類在一起。此外，㈣貝 可顯不於圖示介面中，且庫存明細的整體庫存部位可二’、、 一部位總表方式顯示於圖示介面中。 从 行-：ί:二步驟S203，對於庫存明細中之選擇權商品進 灯一，件判斷以提供相應之庫存警示。類似地， ^ 係檢一當選擇權商品係對於一標的商品賣出買權時一， 應標的商品之履約價小於相應標的商品之市價，則檢0781 -9987TWF (Nl); yi anhou.ptd Page 11 200419408 V. Invention description (8) " --- Perform a situational analysis or comparative analysis on the investment products, and analyze the corresponding situation ... In the graphic interface 160. It is worth noting that in an actual display interface, inventory details and each product in the order folder can be displayed to the user, and a checkbox can be added before each product, and the investment The analysis unit 30 performs the above-mentioned situation analysis or comparative analysis on the checked Japanese products. In addition, the strategy suggestion unit 150 may propose corresponding investment portfolios to users for different investment strategies, such as hedging, income, arbitrage, and protection, based on the funding positions of the corresponding inventory details. Investment management functions. / Figure 2 shows a method for investing multiple commodities in combination with multiple commodities according to an embodiment of the present invention. First, as step 32 Q 丨, provide and record an inventory detail of the corresponding account, where the inventory detail may include a plurality of different types. Mouth, such as stock commodities and option commodities. Next, as in step "⑽, the products in the inventory are classified according to the options of the option and displayed in the interface of Figure 8. Similarly, if the option is the option of the corresponding stock A, the corresponding stock A in the inventory details is not used. Current stock purchases, financing purchases, exits, and options are categorized together. In addition, the shellfish can be displayed in the graphical interface, and the overall inventory position of the inventory details can be two, one, and one. The table mode is shown in the graphic interface. From the line-: ί: two steps S203, the selected items in the inventory details are entered into the light one, and the pieces are judged to provide the corresponding inventory warning. Similarly, ^ is the inspection right Commodity is the right to sell a target product. If the performance price of the target product is less than the market price of the corresponding target product,
200419408 五、發明說明（9) 應標的商品之股票商品的數量是否大於選擇權商品的數 量，2外，條件判斷係檢查當選擇權商品係對於標的商品 買進1權時’若相應標的商品之履約價大於相應標的商品 之市價，則檢查相應標的商品之股票商品的數量是否大於 選擇權商品的數量。若股票商品的數量並未大於選擇 品的數量時，發出庫存警示。 之後，如步驟S204，對 比分析，並將相應之分析結 情丨兄分析的目的係假設庫存 下整體庫存明細所表現的投 對比分析的目的係比較使用 經擁有的部份的影響，舉例 應庫存明細之與相應包括庫 益比對或是選擇權敏感參數 最後，如步驟S2 05，依 對於不同之投資策略，如避 略分別建議相應之投資組合 因此，藉由本發明所提 系統及方法，可以將不同投 並提供相關投資管理功能予 之投資管理功能。 於庫存明細進行情境分析與對 果顯示於圖示介面。類似地， 明細於固定時點或固定波動率 資損益與選擇權敏感參數，而 者欲投資的部位對於使用者已 來說’對比分析可以係分別相 存明細與該投資商品之投資損 比對。 據相應庫存明細之投資部位， 險、收益、套利、予保護等策 供之結合多種商品之投資管理 資平台之多種商品進行結合， 使用者以增加更具彈性與效益 <1200419408 V. Description of the invention (9) Whether the number of stock commodities of the target product is greater than the number of option products, and 2) The condition judgment is to check when the option product purchases 1 right for the target product. The performance price is greater than the market price of the corresponding underlying product, then it is checked whether the number of stock commodities of the corresponding underlying product is greater than the number of options. If the number of stock commodities is not greater than the number of selected commodities, an inventory alert is issued. After that, as in step S204, perform a comparative analysis and compare the corresponding analysis results. The purpose of the brother analysis is to assume that the purpose of the comparative analysis of the overall inventory details under inventory is to compare the effects of using the owned parts. Finally, the corresponding details include the courier-benefit comparison or the option-sensitive parameters. Finally, as in step S205, according to different investment strategies, such as avoiding omissions, we recommend corresponding investment portfolios. Therefore, with the system and method provided by the present invention, Investment management functions that invest differently and provide related investment management functions. Scenario analysis and results are displayed on the inventory details in the graphic interface. Similarly, the details are at a fixed point in time or fixed volatility. The profit and loss and options are sensitive parameters, and the user's desired position for the user ’s comparative analysis can be a comparison of the stored details with the investment loss of the investment product. According to the investment positions of the corresponding inventory details, insurance, income, arbitrage, protection, and other policies combined with a variety of commodities investment management platform to combine multiple commodities, users to increase flexibility and efficiency < 1
如上，然其並非用以 在不脫離本發明之精 ’因此本發明之保護 雖然本發明已以較佳實施例揭露 限定本發明，任何熟悉此項技藝者， 神和範圍内，當可做些許更動與潤飾As above, however, it is not used without departing from the essence of the present invention. Therefore, the protection of the present invention. Although the present invention has been disclosed in the preferred embodiments to limit the present invention, anyone skilled in the art, God and scope, can do a little Changes and retouching
200419408 五、發明說明（ίο) 範圍當視後附之申請專利範圍所界定者為準 0781-9987TWF(N1);y i anhou.ptd 第14頁 200419408 圖式簡單說明 為使本發明之上述目的、特徵和優點能更明顯易懂， 下文特舉實施例，並配合所附圖示，進行詳細說明如下： 第1圖為一示意圖係顯示依據本發明實施例之結合多 種商品之投資管理系統之系統架構。 第2圖為一流程圖係顯示依據本發明實施例之結合多 種商品之投資管理方法之操作流程。 符號說明 1 0 0〜結合多種商品之投資管理系統； 1 1 0〜資料庫； 1 2 0〜部位管理單元； 130〜投資分析單元； 140〜下單單元； 1 4卜下單夾； 1 5 0〜策略建議單元； 160〜圖示介面； S201 、S20 2 .....S20 5〜操作步驟。200419408 V. Scope of the invention (ίο) Scope shall be determined by the scope of the attached patent application. 0781-9987TWF (N1); yi anhou.ptd Page 14 200419408 The diagram briefly illustrates the purpose and characteristics of the present invention. The advantages and advantages can be more obvious and easy to understand. The following specific examples are given in conjunction with the accompanying drawings to explain in detail as follows: Figure 1 is a schematic diagram showing the system architecture of an investment management system combining multiple commodities according to an embodiment of the present invention. . FIG. 2 is a flowchart showing an operation flow of an investment management method combining multiple commodities according to an embodiment of the present invention. Explanation of symbols 1 0 0 ~ Investment management system combining multiple commodities; 1 1 0 ~ Database; 1 2 0 ~ Position management unit; 130 ~ Investment analysis unit; 140 ~ Order unit; 1 4 Order placing folder; 1 5 0 ~ strategy suggestion unit; 160 ~ graphic interface; S201, S20 2 ..... S20 5 ~ operation steps.
0781 -9987TWF(N1);y i anhou.p t d 第15頁0781 -9987TWF (N1); y i anhou.p t d p. 15
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Cited By (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| TWI483207B (en) * | 2006-09-14 | 2015-05-01 | Athenainvest Inc | Investment classification and tracking system |
| TWI550498B (en) * | 2010-06-07 | 2016-09-21 | 三竹資訊股份有限公司 | Device and method for switching stock detailed information of the stock quoting software |
| TWI610264B (en) * | 2016-07-06 | 2018-01-01 | Investment commodity relative strength trend determination system | |
| TWI626614B (en) * | 2017-08-28 | 2018-06-11 | Shao Ming Yang | Financial commodity automation investment analysis decision system and method |
| TWI647645B (en) * | 2017-06-01 | 2019-01-11 | 全曜財經資訊股份有限公司 | Profit and loss analysis device |
-
2003
- 2003-03-31 TW TW92107245A patent/TW200419408A/en unknown
Cited By (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| TWI483207B (en) * | 2006-09-14 | 2015-05-01 | Athenainvest Inc | Investment classification and tracking system |
| TWI550498B (en) * | 2010-06-07 | 2016-09-21 | 三竹資訊股份有限公司 | Device and method for switching stock detailed information of the stock quoting software |
| TWI610264B (en) * | 2016-07-06 | 2018-01-01 | Investment commodity relative strength trend determination system | |
| TWI647645B (en) * | 2017-06-01 | 2019-01-11 | 全曜財經資訊股份有限公司 | Profit and loss analysis device |
| TWI626614B (en) * | 2017-08-28 | 2018-06-11 | Shao Ming Yang | Financial commodity automation investment analysis decision system and method |
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