CN105303443A - Stock investment method and stock investment system - Google Patents
Stock investment method and stock investment system Download PDFInfo
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- CN105303443A CN105303443A CN201510654256.9A CN201510654256A CN105303443A CN 105303443 A CN105303443 A CN 105303443A CN 201510654256 A CN201510654256 A CN 201510654256A CN 105303443 A CN105303443 A CN 105303443A
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Abstract
The invention discloses a stock investment method and a stock investment system. A stock pool and an investment strategy package are established according to the risk appetite and the operation habit of an investor. Furthermore according to appropriate management, the stock pool and the investment strategy package are displayed to the matched investor through a website, Wechat or short messages. After the investor observes the strategy package or the dynamic change through the website, Wechat or the short messages, according to judgment himself to an investment adviser, the investor orders the investment strategy package which is suitable for the investor, thereby adjusting the investment strategy himself in time. The stock investment method and the stock investment system have advantages of constructing interconnection and intercommunication between the investment adviser and the investor, realizing direct arrival of the service of the investment adviser to the investor, realizing ms-grade real-time synchronous data pushing, helping the investor to quickly handle quotation change, greatly reducing time cost and phone expense cost in communication, and realizing replacement for artificial service.
Description
Technical field
The present invention relates to securities information services field, particularly relate to a kind of investment in stocks method and system.
Background technology
Along with the deep propelling that aggravation and China's multi-layer capital market system of industry competition are built, stock trader is in the past simple based on the charge profit model of passage commission, just progressively changes to the profit model of laying equal stress on passage commission and Wealth management expense.This transformation is reproduced for the complete upgrading of stock trader's business function and reinventing of operation flow, and for the personalized service capability improving of investor, is proposed higher requirement.Mostly current investment consultant and the communication of investor are the form by phone, interview, and inefficiency, input cost are higher; Also part investment consultant is had to carry out work by systems such as CRM, screening investor or complete the task of company, and investor cannot access CRM, means often by internet inquire about the information that investment consultant place stock trader issues, or check quotation information by transaction terminal, that directly cannot enjoy that investment consultant brings the most directly serves, and creates estrangement, cannot directly link up between investment consultant and investor.
Summary of the invention
In order to overcome the deficiencies in the prior art, the invention provides a kind of investment in stocks method and system, constructing interconnecting between investment consultant and investor, the delivered in real time of message can be realized, investor can be helped to tackle market change fast.
First aspect present invention provides a kind of investment in stocks method, comprises the steps:
Confirm and real-time data collection source, comprise stock market data, investor holds position data etc.;
Build stock pond, investment strategy bag;
Build real-time streaming data collection processing and push engine, realize real-time synchronization and the propelling movement of ms level;
Build message center, externally provide the various interfaces of message subscribing, issue, internally all kinds of real-time messages of propelling movement and JavaEE apply and dynamic information exchange;
Dock with internet channels, realize the synchronous by all kinds of means of message.
Further, described investment in stocks method also comprises: investor passes through internet, after seeing investment strategy bag, according to oneself judgement for investment consultant, oneself investment strategy bag applicable can be ordered, and the change tread of investment strategy bag can be received in real time by internet, to adjust the investment strategy of oneself in time, obtain comparatively high yield.
Preferably, build stock pond according to the risk partiality of investor and operating habit, when the risk partiality of investor, operating habit conform to the feature in the stock pond created, stock pond just can be shown to investor.
Preferably, when some investor can not be contained in the stock pond that investment consultant creates, establishing new stock pond newly needs to audit through product service dept.
Investment strategy bag is the investment portfolio that investment consultant creates, and follows the tracks of the investment portfolio of operation for investor, and product service dept, according to the assets volume situation of this investment consultant investor, determines the initial capital amount of investment strategy bag.
Second aspect present invention provides a kind of investment in stocks system, is suitable for above-mentioned investment in stocks method, comprises data acquisition unit, stock pond construction unit, investment strategy bag construction unit, in real time computing module, message center and release module.
Described data acquisition unit for confirming investment in stocks desired data source, and carries out Real-time Collection to data source.
Described stock pond construction unit is used for building stock pond according to the risk partiality of investor and operating habit.
Described investment strategy bag construction unit is used for the assets volume situation according to investment consultant investor, determines the initial capital amount of investment strategy bag.
Described real-time computing module comprises real-time computing engines, for realizing real-time synchronization and the propelling movement of MS level.
Described message center externally provides the various interfaces of message subscribing, issue, and internally all kinds of real-time messages of propelling movement and JavaEE apply and dynamic information exchange.
Described release module is docked with internet channels, for realizing the synchronous by all kinds of means of message.
Further, described real-time computing engines comprises real-time Computational frame, data loader, dynamic script loader, task generator, cache manager, message components and control command receiver.
Described real-time Computational frame is the bottom frame calculated in real time, is the basis realizing task distribution formula, real-time message processing; Described data loader be used for operationally from the setting of DB dynamic load threshold value, yesterday holds position, yesterday the data such as market; Described dynamic script loader is used for operationally dynamic load algorithm script; Described task generator is used for automatically generating real-time calculation task when issuing according to configuration information; Described cache manager be used for operationally additions and deletions change look into data cached; Described message components is used for carrying out format conversion, field value checking and redundant filtration to real-time messages; Described control command receiver is used for operationally receiving control command, and commands message to set up fill order.
Further, described message center comprises message-oriented middleware, adapter gateway and message center management Control Server.
Described message-oriented middleware is used for storing and transmitting message; Described adapter gateway is used for docking, converts external real-time messages data source; Described message center management Control Server is used for carrying out authentication, control of authority, redundancy message filtration, monitoring management and log recording to investor.
Further, described internet channels comprises at least one in website, micro-letter, note.
Described investment in stocks method and system investment consultant creates investment strategy bag, and manage according to appropriateness, showed the investor of coupling by website, micro-letter or note, investment consultant constantly goes to adjust the investment strategy bag oneself created, and carries out true-time operation synchronous with market; After investor sees strategy bag by website, micro-letter or note, according to oneself judgement for investment consultant, oneself investment strategy bag applicable can be ordered, and the change tread of investment strategy bag can be received in real time by website, micro-letter or note, the investment strategy of timely adjustment oneself, obtains comparatively high yield.
Disclosing based on technique scheme, described investment in stocks method and system provided by the invention construct interconnecting between investment consultant and investor, the service of investment consultant is gone directly investor, achieve data ms level real-time synchronization to push, investor not only can be helped to tackle market change fast, also greatly reduce time for communication cost and telephone expenses cost, realize holder manual service.
Accompanying drawing explanation
Fig. 1 is the schematic flow sheet of a kind of investment in stocks method provided by the invention.
Embodiment
Below in conjunction with accompanying drawing, embodiments of the invention are described in detail.
Refer to Fig. 1, the invention provides a kind of investment in stocks method, comprise the steps:
S1, confirm data source, as stock market data, investor hold position data etc., and this data source of Real-time Collection
S2, structure stock pond, investment strategy bag.
Risk partiality and the operating habit (short-term, center line, long line etc.) of the stock pond Main Basis investor of investment consultant are set up, only have when the risk partiality of investor, operating habit conform to the feature in investment consultant's stock pond, stock pond just can be shown to client, when some client can not be contained in the stock pond that investment consultant creates, need to establish new stock pond newly, need to audit through product service dept.Investment strategy bag is the investment portfolio that investment consultant creates, the investment portfolio of operation is followed the tracks of for investor, product service dept is according to the assets volume situation of this investment consultant client, determine the initial capital amount of investment strategy bag, the investment strategy Bao Ruo of investment consultant has any variation, as stock proposition, buy in, sell, all will inform client in the mode such as note, micro-letter, the investor that and then investment strategy bag does can grasp the dynamic of investment strategy bag at any time.
S3, structure real-time streaming data collection processing push engine, realize real-time synchronization and the propelling movement of ms level.
Real-time computing engines is the level configurations, high-performance, the distributed real-time MOT calculation procedure that realize on the basis of real-time Computational frame, comprises real-time Computational frame, data loader, dynamic script loader, task generator, cache manager, message components and control command receiver.
Described real-time Computational frame is the bottom frame calculated in real time, is the basis realizing task distribution formula, real-time message processing; Described data loader be used for operationally from the setting of DB dynamic load threshold value, yesterday holds position, yesterday the data such as market; Described dynamic script loader is used for operationally dynamic load algorithm script; Described task generator is used for automatically generating real-time calculation task when issuing according to configuration information; Described cache manager be used for operationally additions and deletions change look into data cached; Described message components is used for carrying out format conversion, field value checking and redundant filtration to real-time messages; Described control command receiver is used for operationally receiving control command, and commands message to set up fill order, as reloaded buffer memory, reloading script etc.
S4, structure message center.
Message center assume responsibility for the role of messaging bus in system, the various interfaces of message subscribing, issue are externally provided, internally be responsible for pushing all kinds of real-time messages and the dynamic information exchange between JavaEE application and real-time computing engines to real-time computing module, comprise message-oriented middleware, adapter gateway and message center management Control Server.
Described message-oriented middleware is used for storing and transmitting message; Described adapter gateway is used for docking, converts external real-time messages data source; Described message center management Control Server is used for carrying out authentication, control of authority, redundancy message filtration, monitoring management and log recording to investor.
S5, to dock with internet channels such as website, micro-letter, notes, realize the synchronous by all kinds of means of message.
S6, investor by internet, after seeing investment strategy bag, according to oneself judgement for investment consultant, oneself investment strategy bag applicable can be ordered, and the change tread of investment strategy bag can be received in real time by internet, to adjust the investment strategy of oneself in time, obtain comparatively high yield.
The investment in stocks method of corresponding the present embodiment, its system specifically comprises data acquisition unit, stock pond construction unit, investment strategy bag construction unit, in real time computing module, message center and release module.
Described investment in stocks method and system investment consultant creates investment strategy bag, and manage according to appropriateness, showed the investor of coupling by website, micro-letter or note, investment consultant constantly goes to adjust the investment strategy bag oneself created, and carries out true-time operation synchronous with market; After investor sees strategy bag by website, micro-letter or note, according to oneself judgement for investment consultant, oneself investment strategy bag applicable can be ordered, and the change tread of investment strategy bag can be received in real time by website, micro-letter or note, the investment strategy of timely adjustment oneself, obtains comparatively high yield.
To sum up, described investment in stocks method and system provided by the invention construct interconnecting between investment consultant and investor, the service of investment consultant is gone directly investor, achieve data ms level real-time synchronization to push, investor not only can be helped to tackle market change fast, also greatly reduce time for communication cost and telephone expenses cost, realize holder manual service.
The above; be only the present invention's preferably embodiment; but protection scope of the present invention is not limited thereto; anyly be familiar with those skilled in the art in the technical scope that the present invention discloses; be equal to according to technical scheme of the present invention and inventive concept thereof and replace or change, all should be encompassed within protection scope of the present invention.
Claims (9)
1. an investment in stocks method, is characterized in that, comprises the steps:
Confirm and real-time data collection source, comprise stock market data, investor holds position data etc.;
Build stock pond, investment strategy bag;
Build real-time streaming data collection processing and push engine, realize real-time synchronization and the propelling movement of ms level;
Build message center, externally provide the various interfaces of message subscribing, issue, internally all kinds of real-time messages of propelling movement and JavaEE apply and dynamic information exchange;
Dock with internet channels, realize the synchronous by all kinds of means of message.
2. a kind of investment in stocks method according to claim 1, is characterized in that, also comprise:
Investor by internet, after seeing investment strategy bag, according to oneself judgement for investment consultant, oneself investment strategy bag applicable can be ordered, and the change tread of investment strategy bag can be received in real time by internet, to adjust the investment strategy of oneself in time, obtain comparatively high yield.
3. a kind of investment in stocks method according to claim 1, it is characterized in that, build stock pond according to the risk partiality of investor and operating habit, when the risk partiality of investor, operating habit conform to the feature in the stock pond created, stock pond just can be shown to investor.
4. a kind of investment in stocks method according to claim 2, is characterized in that, when some investor can not be contained in the stock pond that investment consultant creates, establishing new stock pond newly needs to audit through product service dept.
5. a kind of investment in stocks method according to claim 1, it is characterized in that, investment strategy bag is the investment portfolio that investment consultant creates, the investment portfolio of operation is followed the tracks of for investor, product service dept, according to the assets volume situation of this investment consultant investor, determines the initial capital amount of investment strategy bag.
6. an investment in stocks system, is suitable for the claims 1 to investment in stocks method according to claim 5, it is characterized in that, comprising:
Data acquisition unit, for confirming investment in stocks desired data source, and carries out Real-time Collection to data source;
Stock pond construction unit, for building stock pond according to the risk partiality of investor and operating habit;
Investment strategy bag construction unit, for the assets volume situation according to investment consultant investor, determines the initial capital amount of investment strategy bag;
Real-time computing module, comprises real-time computing engines, for realizing real-time synchronization and the propelling movement of MS level;
Message center, externally provides the various interfaces of message subscribing, issue, and internally all kinds of real-time messages of propelling movement and JavaEE apply and dynamic information exchange;
Release module, docks with internet channels, for realizing the synchronous by all kinds of means of message.
7. a kind of investment in stocks system according to claim 6, is characterized in that, described real-time computing engines comprises:
Real-time Computational frame;
Data loader, for operationally from the setting of DB dynamic load threshold value, yesterday holds position, yesterday the data such as market;
Dynamic script loader, for operationally dynamic load algorithm script;
Task generator, for automatically generating real-time calculation task when issuing according to configuration information;
Cache manager, for operationally additions and deletions change look into data cached;
Message components, for carrying out format conversion, field value checking and redundant filtration to real-time messages;
Control command receiver, for operationally receiving control command, and commands message to set up fill order.
8. a kind of investment in stocks system according to claim 6, it is characterized in that, described message center comprises:
Message-oriented middleware, for storing and transmitting message;
Adapter gateway, for docking, converts external real-time messages data source;
Message center management Control Server, for carrying out authentication, control of authority, redundancy message filtration, monitoring management and log recording to investor.
9. a kind of investment in stocks system according to claim 6, is characterized in that, described internet channels comprises at least one in website, micro-letter, note.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201510654256.9A CN105303443A (en) | 2015-10-10 | 2015-10-10 | Stock investment method and stock investment system |
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| Application Number | Priority Date | Filing Date | Title |
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| CN201510654256.9A CN105303443A (en) | 2015-10-10 | 2015-10-10 | Stock investment method and stock investment system |
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| CN105303443A true CN105303443A (en) | 2016-02-03 |
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Cited By (8)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN107067325A (en) * | 2017-04-18 | 2017-08-18 | 湖南福米信息科技有限责任公司 | Filter method, filter and the supplying system of stock market data |
| CN107451876A (en) * | 2016-05-31 | 2017-12-08 | 北京京东尚科信息技术有限公司 | For quantifying the method and electronic equipment of transaction |
| CN107808343A (en) * | 2017-11-07 | 2018-03-16 | 福建中金在线信息科技有限公司 | Data processing method, terminal and server |
| CN109102408A (en) * | 2018-08-18 | 2018-12-28 | 柳州市嘉乐投资有限公司 | A kind of strategic investment management system of right to choose commodity |
| CN109685655A (en) * | 2018-12-07 | 2019-04-26 | 深圳投时科技有限公司 | A kind of generation method of securities trading suggestion, device, system and block chain node |
| CN110489410A (en) * | 2019-06-24 | 2019-11-22 | 蚌埠学院 | One kind being used for equity investment behavioural characteristic analysis system and its method |
| CN110659756A (en) * | 2018-06-29 | 2020-01-07 | 姜攀 | Investment scheme generation system and investment method by utilizing guessing type sports lottery |
| CN113033993A (en) * | 2021-03-23 | 2021-06-25 | 张泽亮 | Intelligent real-time staring software |
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| CN103455943A (en) * | 2013-09-02 | 2013-12-18 | 深圳市国泰安信息技术有限公司 | Stock or stock investment portfolio volatility prediction method and device |
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Cited By (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107451876A (en) * | 2016-05-31 | 2017-12-08 | 北京京东尚科信息技术有限公司 | For quantifying the method and electronic equipment of transaction |
| CN107067325A (en) * | 2017-04-18 | 2017-08-18 | 湖南福米信息科技有限责任公司 | Filter method, filter and the supplying system of stock market data |
| CN107808343A (en) * | 2017-11-07 | 2018-03-16 | 福建中金在线信息科技有限公司 | Data processing method, terminal and server |
| CN110659756A (en) * | 2018-06-29 | 2020-01-07 | 姜攀 | Investment scheme generation system and investment method by utilizing guessing type sports lottery |
| CN109102408A (en) * | 2018-08-18 | 2018-12-28 | 柳州市嘉乐投资有限公司 | A kind of strategic investment management system of right to choose commodity |
| CN109685655A (en) * | 2018-12-07 | 2019-04-26 | 深圳投时科技有限公司 | A kind of generation method of securities trading suggestion, device, system and block chain node |
| CN110489410A (en) * | 2019-06-24 | 2019-11-22 | 蚌埠学院 | One kind being used for equity investment behavioural characteristic analysis system and its method |
| CN113033993A (en) * | 2021-03-23 | 2021-06-25 | 张泽亮 | Intelligent real-time staring software |
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Application publication date: 20160203 |