CN110148055B - System and method for dynamic fund delegation mode of networked stock account - Google Patents
System and method for dynamic fund delegation mode of networked stock account Download PDFInfo
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Abstract
The invention discloses a system and a method for a network dynamic trust mode of stock accounts, wherein the system comprises an offeror stock transaction system, a consignee income analysis system and a trust transaction management platform, wherein the offeror stock transaction system is respectively in communication connection with the offeror transaction securities trader management system, the offeror three-party escrow bank financial management system and the trust transaction management platform; the trustee stock transaction system is in communication connection with the trustee transaction securities dealer management system, the trustee three-party escrow bank financial management system and the entrusting transaction management platform; the entrusted transaction management platform is connected with an entruster stock transaction system, a trustee entrusted asset income analysis system, a platform three-party escrow bank financial management system and a data analysis center. Has the advantages that: the consistence of the asset investment performance of the trustee is ensured, the timely delegation and redemption of the delegation asset are realized, and various information of the trustee is timely and accurately disclosed.
Description
Technical Field
The invention relates to the field of financial asset entrusting and financing, in particular to a system and a method for a networked dynamic delegation mode of stock account funds.
Background
The current citizen financing mode mainly comprises the following steps: 1. personal self-operated stock trading; 2. purchasing financing products or public and private fund raising products; 3. the individual stock account entrusts others to operate the transaction instead. In the 1 st category, stock exchange is a highly professional work, needs abundant professional knowledge and long-term market stock exchange experience, but most individual investors do not have professional literacy, causing huge loss of individual financial assets, and indirectly and negatively influencing the long-term benign development of the Chinese stock market. And the situation of type 2 is to buy financing products, which are classified as fixed or floating financing products. The fixed income and financing products are stable in income but often low in income, and the commitment of the capital-keeping income and financing products is not allowed in the future according to the latest relevant policies of new regulations of the resource management, so that the investment risk of investors is increased invisibly under the condition. While floating income and financing products (including public or private ones) mostly need to pay 2%/year management fee (some products need to pay additionally subscription fee) and 20% excess income, under the condition, even if the floating financing products are lost, fund managers still need to normally count the management fee, so that the investors are more lost, and the income and risk matching principle is not met. In this case, the fund manager often has the problems of lack of responsibility, insufficient open and transparent operation, even illegal violation and the like. In addition, the long period is often needed for the investor to redeem the financial product, and the financial product cannot be redeemed in time (especially for closed fund products, the financial product can only be redeemed due), so that the asset liquidity of the financial fund of the investor is seriously influenced. For the 3 rd-class resident financing mode, an investor entrusts a personal account to other people to replace stock exchange, the method belongs to violation prohibition behavior under the existing financial supervision policy framework, and the individual investor cannot be effectively supervised, so that greater security and legal risks are caused. For the authorized person, a transaction environment with independent privacy and fast income sharing accounting cannot be formed, and divergence and disputes are easy to generate.
Disclosure of Invention
Aiming at the problems in the related technology, the invention provides a system and a method for a network dynamic delegation mode of share account funds, which solve the problems that an investor (hereinafter referred to as a principal) with financing requirements delegates others (hereinafter referred to as a consignee) to invest shares, but cannot realize a fast and fair delegation transaction accounting environment, timely knows the investment income condition of the consignee, and timely adjusts and redeems the delegation funds by the principal.
In order to achieve the technical purpose, the technical scheme of the invention is as follows:
a system of a network stock account fund dynamic delegation mode comprises an offeror stock transaction system, a consignee income analysis system and a delegation transaction management platform, wherein the offeror stock transaction system is respectively in communication connection with the offeror stock trader management system, the offeror three-party escrow bank financial management system and the delegation transaction management platform; the trustee stock trading system is in communication connection with the trustee trading dealer management system, the trustee three-party escrow bank financial management system and the entrusting trading management platform; the entrusted transaction management platform is a central management platform of all related systems and is in communication connection with an entrustor stock transaction system, a trustee entrusted asset income analysis system, a platform three-party trustee bank financial management system and a data analysis center.
Furthermore, the client stock trading system comprises a client self-trading system and a client external operating system; the trustee stock trading system comprises a trustee asset stock trading function module, an asset trustee information function module and a trustee authority setting function module; the system provides a real-time asset trusted income analysis function and a rapid and authorized fund redemption function.
A method for dynamically entrusting fund of a networked stock account specifically comprises the following steps:
the principal fund entrusts the transaction:
s11: the client inquires about the related information of the trustee according to the trustee asset income analysis system and determines 1 or more trustees;
s12: the consignor sets a total amount of the consignment fund through the consignor asset outsourcing transaction function module, respectively selects corresponding consignees and sets corresponding consignment fund amounts;
s13: after the client sets the consignment fund amount, after every day of exchange collection, the fund is transferred to the fund or stock account of the receiver through the client trade securities trader management system and the client three-party escrow bank financial management system, and meanwhile, relevant fund consignation information is sent to the consignment trade management platform, and the consignment trade management platform performs data accounting and backup and performs information check with the escrow bank;
s14: after every day of exchange closing, the entrusted transaction management platform calculates the total market value and the equity net value of the entrusted account of the entrusted person according to the related data of the security exchange company to which the entrusted person belongs, and simultaneously, the entrusted transaction management platform converts the entrusted fund of the entrusted person into the share of the entrusted asset according to the equity net value of the entrusted asset, transfers the newly-increased entrusted fund amount into the stock account of the entrusted person, and simultaneously reports the related information to the entrusted person and the escrow bank of the entrusted person for data checking, processing and backup;
the principal commissioned funds redemption:
s21: after the exchange is collected every day, the client inquires the current day equity net value of client's entrusted fund through the client asset outsourcing transaction function module, and proposes an entrusted fund redemption application according to the client's fund redemption requirement, the system sends client's fund redemption information to the entrusted transaction management platform, and the entrusted transaction management platform sends related information to the trustee and the trustee three-party trustee bank after data processing;
s22: after the entrusted transaction management platform collects the balance of every day, the accumulated income condition of the redeemed funds is calculated according to the equity net value of the entrusted assets of the entrustee, the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are calculated according to the fund redeemed amount and the initial entrusted amount of each entrustor and the income distribution parameters set in the earlier stage of the system, and the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are checked with the platform three-party escrow bank for calculation, and the equity amount of each entrustor is finally calculated;
s23: and the entrusted transaction management platform compares the current-day fund entrusted total amount with the current-day fund redeemed total amount. If the total amount of the fund commitment is larger than the total amount of the fund redemption, deducting the total amount of the fund commitment, transferring the rest commitment fund into a stock account of the trustee as the current increment commitment fund, and transferring the deducted total amount of the redemption fund into an account of the trustee for redeeming the fund in the current day after the system accounting; and if the fund commission total amount is less than the fund redemption total amount, the commission transaction management platform checks the difference fund total amount of the insufficient redemption part, simultaneously feeds back the difference fund total amount information to the consignee, after the consignee receives the redemption difference information, the consignee sells stocks on the second open transaction day to make up the insufficient redemption difference fund, and transfers the redeemed fund total amount to the account of the consignee who redeems the fund on the same day after the system checking processing on the third day.
And (3) trusteeship equity accounting and income analysis:
s31: and the entrusted transaction management platform analyzes and processes the entrusted asset income situation according to the related information of each entrusted person and the entrusted asset income situation to form related data information of the entrusted asset income analysis system. Timely updating data of related information of each consignee every day, and accounting data information such as consignment asset proportion, consignment asset net value and share of each consignee;
s32: the entrusted transaction management platform checks the entrusted asset market value and the equity clean value of each offeror after closing each transaction day according to the entrusted asset related data of each offeror, checks entrusted income amount and earning rate according to the earlier-stage entrusted fund amount of the offeror, and sends related information to the offeror in real time;
s33: each client knows the income condition of the outsourcing fund in time according to the information sent by the entrusting transaction management platform and the outsourcing transaction function module of the client asset;
s34: each consignor inquires the income of the consignment fund by himself, if a problem is found, a question or a complaint can be timely proposed to the consignment transaction management platform, and the consignment transaction management platform needs to check whether the mistake is caused with related banks and securities traders in time and feed back the mistake in time.
Further, in step S12, when the corresponding consignee is set with the corresponding principal fund limit, if the consignee is not unique, each consignee performs an average distribution of the consignee funds or individually sets the principal fund limit.
Further, if the second opening trading day consignee does not sell the stocks to make up the difference funds in time in step S23, the third opening trading day system will automatically sell the consignee' S market stocks to make up the difference funds in equal time intervals with equal share.
Further, in step S31, the central entrusted data processing system performs data processing on each entrusted person every day, including entrusted person information data, entrusted asset profitability curve, entrusted person asset information analysis data (including entrusted total assets, entrusted asset daily/weekly/monthly/annual average profitability, entrusted asset withdrawal rate, entrusted asset periodic profitability analysis, and entrusted person profitability comprehensive ranking).
The invention has the beneficial effects that: by adopting a third-party platform transaction supervision mode, the asset delegation safety risk of an asset principal can be effectively eliminated, the investment income of the asset principal is improved, and meanwhile, the timely delegation and redemption of the delegated asset are realized; the method can effectively solve the problems of consistency and consistency of asset investment performance of the trustee, and avoid the problem of benefit delivery among products when the trustee manages a plurality of fund products; the method can effectively solve the problem of fund raising of all the trustees, timely reveals all information of the trustees in a transaction platform mode, and automatically raises the fund, so that the trustees invest more energy to concentrate on stock quotation research, and the optimal allocation of the total social wealth is realized.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings needed in the embodiments will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and it is obvious for those skilled in the art to obtain other drawings without creative efforts.
FIG. 1 is a block diagram of a system for dynamic fund delegation in a networked stock account according to an embodiment of the present invention;
FIG. 2 is a flow diagram of a funds delegation transaction according to an embodiment of the invention;
FIG. 3 is a flow diagram of the redemption of funds committed in accordance with an embodiment of the invention;
FIG. 4 is a flow chart of the trusted revenue analysis and commitment net worth data accounting according to an embodiment of the invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all embodiments. All other embodiments that can be derived by one of ordinary skill in the art from the embodiments given herein are intended to be within the scope of the present invention.
As shown in fig. 1, a system of dynamic delegation mode of fund of networked stock account includes an offeror stock exchange system, a consignee entrusted income analysis system and a delegation exchange management platform, wherein the offeror stock exchange system is respectively in communication connection with the offeror exchange trader management system, the offeror three-party escrow bank financial management system and the delegation exchange management platform; the trustee stock trading system is in communication connection with the trustee trading dealer management system, the trustee three-party escrow bank financial management system and the entrusting trading management platform; the entrusted transaction management platform is a central management platform of all related systems and is in communication connection with an entrustor stock transaction system, a trustee entrusted asset income analysis system, a platform three-party trustee bank financial management system and a data analysis center.
In this embodiment, the client stock trading system includes a client self-trading system and a client external operating system.
The client self-transaction system is basically consistent with the functions related to the existing stock online transaction system software, and can realize stock buying entrusts, selling entrusts, withdrawing entrusts, bidirectional entrusts, market entrusts, new stock procurement, stock inquiry (bought stock inquiry, market value inquiry, surplus fund inquiry, current entrusts, current deals, history entrusts, history deals, fund details, delivery order inquiry and the like), batch order placement, ETF order placement, transfer between stock and bank of stock traders (silver certificate transfer), bond repurchase, large-volume transaction, account authority management and the like after the system is logged in according to a client number or account number and a login password by being connected with a stock entrusting port of a stock trader.
The method comprises the steps that an outsourcing transaction function module of an asset of an offeror realizes that the offeror timely knows the income condition of outsourcing funds, the module needs to transfer the information of the entrusted account assets of a consignee in real time through an entrustment transaction management platform and an account management system of related securities dealers of the consignee, and the income condition of the outsourcing funds of the offeror is displayed in real time through data processing. The module content comprises fund delegation, fund redemption, principal delegation initial fund, principal delegation market value, principal capital historical yield curve, principal information condition, principal authority management and the like.
In this embodiment, the trustee stock trading system includes a trustee asset stock trading function module, an asset trustee information function module, and a trustee authority setting function module.
The function module of the stock exchange of the entrusted assets is basically consistent with the related functions of the existing stock online exchange system software, and comprises a stock buying entrustment, a selling entrustment, a withdrawing entrustment, a bidirectional entrustment, a market entrustment, a new stock applying purchase, a stock inquiry (bought stock inquiry, market value inquiry, surplus fund inquiry, a current entrustment, a current bargain, a history entrusting, a history bargain, fund details, a delivery order inquiry and the like), batch ordering, ETF ordering, exchange and transfer between the stock trader fund and a bank (bank certificate transfer), bond repurchase, bulk exchange, account authority management and the like.
The asset committed information function module comprises a total amount of committed fund inquiry, a dynamic diagram of total amount of committed fund, net amount of committed fund on the day, net amount of redeemed fund on the day, a dynamic diagram of net value of committed fund, a dynamic diagram of return analysis of committed fund, the number of clients, the average amount of clients' delegated fund, a large-amount reserved redemption fund prompt, ranking analysis of the committed returns and the like.
The trusteeship authority setting function module comprises trusteeship opening date setting, trusteeship fund amount setting, trusteeship fund total amount setting and the like.
The trustee entrusted asset income analysis system comprises information data of each trustee, an entrusted asset net value curve of each trustee, entrusted income analysis of each trustee (including total entrusted assets, entrusted asset day/week/month/year average earnings, entrusted asset withdrawal rate, entrusted asset stage earnings analysis and the like), entrusted income ranking analysis of each trustee, an entrusted asset total net value curve (net value curve analysis of 500, 200, 100, 50, 20 and the like before ranking) and the like.
The entrusted transaction management platform is mainly used for processing information data docking management platforms of an entrusted transaction dealer management system, an entrusted three-party escrow bank financial management system, a consignee transaction dealer management system, a consignee three-party escrow bank financial management system, a platform three-party escrow bank financial management system, a data analysis center and the like, and comprises editing of platform functions, authority setting, data management, information management and the like.
The data analysis center mainly processes the accounting processing of the information data of each external financial institution connected with the platform, including principal entrusted or redeemed fund accounting, principal entrusted fund share accounting, trustee net value accounting, trustee yield analysis and the like.
A method for dynamically entrusting fund of a networked stock account specifically comprises the following steps:
as shown in fig. 2, the principal funds commission transaction:
s11: the client inquires about the related information of the trustee according to the trustee asset income analysis system and determines 1 or more trustees;
s12: the consignor sets a total amount of the consignment fund through the consignor asset outsourcing transaction function module, respectively selects corresponding consignees and sets corresponding consignment fund amounts;
s13: after the client sets the consignment fund amount, after every day of exchange collection, the fund is transferred to the fund or stock account of the receiver through the client trade securities trader management system and the client three-party escrow bank financial management system, and meanwhile, relevant fund consignation information is sent to the consignment trade management platform, and the consignment trade management platform performs data accounting and backup and performs information check with the escrow bank;
s14: after every day of exchange closing, the entrusted transaction management platform calculates the total market value and the equity net value of the entrusted account of the entrusted person according to the related data of the security exchange company to which the entrusted person belongs, and simultaneously, the entrusted transaction management platform converts the entrusted fund of the entrusted person into the share of the entrusted asset according to the equity net value of the entrusted asset, transfers the newly-increased entrusted fund amount into the stock account of the entrusted person, and simultaneously reports the related information to the entrusted person and the escrow bank of the entrusted person for data checking, processing and backup;
as shown in fig. 3, the principal's fund commitment redemption:
the principal commissioned funds redemption:
s21: after the exchange is collected every day, the client inquires the current day equity net value of client's entrusted fund through the client asset outsourcing transaction function module, and proposes an entrusted fund redemption application according to the client's fund redemption requirement, the system sends client's fund redemption information to the entrusted transaction management platform, and the entrusted transaction management platform sends related information to the trustee and the trustee three-party trustee bank after data processing;
s22: after the entrusted transaction management platform collects the balance of every day, the accumulated income condition of the redeemed funds is calculated according to the equity net value of the entrusted assets of the entrustee, the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are calculated according to the fund redeemed amount and the initial entrusted amount of each entrustor and the income distribution parameters set in the earlier stage of the system, and the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are checked with the platform three-party escrow bank for calculation, and the equity amount of each entrustor is finally calculated;
s23: and the entrusted transaction management platform compares the current-day fund entrusted total amount with the current-day fund redeemed total amount. If the total amount of the fund commitment is larger than the total amount of the fund redemption, deducting the total amount of the fund commitment, transferring the rest commitment fund into a stock account of the trustee as the current increment commitment fund, and transferring the deducted total amount of the redemption fund into an account of the trustee for redeeming the fund in the current day after the system accounting; and if the fund commission total amount is less than the fund redemption total amount, the commission transaction management platform checks the difference fund total amount of the insufficient redemption part, simultaneously feeds back the difference fund total amount information to the consignee, after the consignee receives the redemption difference information, the consignee sells stocks on the second open transaction day to make up the insufficient redemption difference fund, and transfers the redeemed fund total amount to the account of the consignee who redeems the fund on the same day after the system checking processing on the third day.
As shown in fig. 4, the equity accounting and revenue analysis of the trusted assets:
s31: and the entrusted transaction management platform analyzes and processes the entrusted asset income situation according to the related information of each entrusted person and the entrusted asset income situation to form related data information of the entrusted asset income analysis system. Timely updating data of related information of each consignee every day, and accounting data information such as consignment asset proportion, consignment asset net value and share of each consignee;
s32: the entrusted transaction management platform checks the entrusted asset market value and the equity clean value of each offeror after closing each transaction day according to the entrusted asset related data of each offeror, checks entrusted income amount and earning rate according to the earlier-stage entrusted fund amount of the offeror, and sends related information to the offeror in real time;
s33: each client knows the income condition of the outsourcing fund in time according to the information sent by the entrusting transaction management platform and the outsourcing transaction function module of the client asset;
s34: each consignor inquires the income of the consignment fund by himself, if a problem is found, a question or a complaint can be timely proposed to the consignment transaction management platform, and the consignment transaction management platform needs to check whether the mistake is caused with related banks and securities traders in time and feed back the mistake in time.
By adopting a third-party platform transaction supervision mode, the asset delegation safety risk of an asset principal can be effectively eliminated, the investment income of the asset principal is improved, and meanwhile, the timely delegation and redemption of the delegated asset are realized; the method can effectively solve the problems of consistency and consistency of asset investment performance of the trustee, and avoid the problem of benefit delivery among products when the trustee manages a plurality of fund products; the method can effectively solve the problem of fund raising of all the trustees, timely reveals all information of the trustees in a transaction platform mode, and automatically raises the fund, so that the trustees invest more energy to concentrate on stock quotation research, and the optimal allocation of the total social wealth is realized.
The present invention is not limited to the above preferred embodiments, and any modifications, equivalent substitutions, improvements, etc. within the spirit and principle of the present invention should be included in the protection scope of the present invention.
Claims (4)
1. A method for dynamically committing funds of a networked stock account is characterized by comprising the following steps:
the principal fund entrusts the transaction:
s11: the client inquires about the related information of the trustee according to the trustee asset income analysis system and determines 1 or more trustees;
s12: the consignor sets a total amount of the consignment fund through the consignor asset outsourcing transaction function module, respectively selects corresponding consignees and sets corresponding consignment fund amounts;
s13: after the client sets the consignment fund amount, after every day of exchange collection, the fund is transferred to the fund or stock account of the receiver through the client trade securities trader management system and the client three-party escrow bank financial management system, and meanwhile, relevant fund consignation information is sent to the consignment trade management platform, and the consignment trade management platform performs data accounting and backup and performs information check with the escrow bank;
s14: after every day of exchange closing, the entrusted transaction management platform calculates the total market value and the equity net value of the entrusted account of the entrusted person according to the related data of the security exchange company to which the entrusted person belongs, and simultaneously, the entrusted transaction management platform converts the entrusted fund of the entrusted person into the share of the entrusted asset according to the equity net value of the entrusted asset, transfers the newly-increased entrusted fund amount into the stock account of the entrusted person, and simultaneously reports the related information to the entrusted person and the escrow bank of the entrusted person for data checking, processing and backup;
the principal commissioned funds redemption:
s21: after the exchange is collected every day, the client inquires the current day equity net value of client's entrusted fund through the client asset outsourcing transaction function module, and proposes an entrusted fund redemption application according to the client's fund redemption requirement, the system sends client's fund redemption information to the entrusted transaction management platform, and the entrusted transaction management platform sends related information to the trustee and the trustee three-party trustee bank after data processing;
s22: after the entrusted transaction management platform collects the balance of every day, the accumulated income condition of the redeemed funds is calculated according to the equity net value of the entrusted assets of the entrustee, the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are calculated according to the fund redeemed amount and the initial entrusted amount of each entrustor and the income distribution parameters set in the earlier stage of the system, and the income distribution proportion and the amount of each party of the entrustee, the securities trader and the entrusted transaction management platform are checked with the platform three-party escrow bank for calculation, and the equity amount of each entrustor is finally calculated;
s23: the entrusted transaction management platform compares the current-day fund entrusted total amount with the current-day fund redeemed total amount; if the total amount of the fund commitment is larger than the total amount of the fund redemption, deducting the total amount of the fund commitment, transferring the rest commitment fund into a stock account of the trustee as the current increment commitment fund, and transferring the deducted total amount of the redemption fund into an account of the trustee for redeeming the fund in the current day after the system accounting; if the fund commission total amount is less than the fund redemption total amount, the commission transaction management platform checks the difference fund total amount of the insufficient redemption part, simultaneously feeds back the difference fund total amount information to the consignee, after the consignee receives the redemption difference information, the consignee sells stocks on the second open transaction day to make up the insufficient redemption difference fund, and transfers the redeemed fund total amount to the account of the consignee who redeems the fund on the same day after the system checking processing on the third day;
and (3) trusteeship equity accounting and income analysis:
s31: the entrusted transaction management platform analyzes and processes the information according to the related information of each entrusted person and the entrusted asset income condition to form related data information of an entrusted person asset income analysis system, updates the related information of each entrusted person in time every day, and checks the entrusted asset proportion, the entrusted asset net value and the share data information of each entrusted person;
s32: the entrusted transaction management platform checks the entrusted asset market value and the equity clean value of each offeror after closing each transaction day according to the entrusted asset related data of each offeror, checks entrusted income amount and earning rate according to the earlier-stage entrusted fund amount of the offeror, and sends related information to the offeror in real time;
s33: each client knows the income condition of the outsourcing fund in time according to the information sent by the entrusting transaction management platform and the outsourcing transaction function module of the client asset;
s34: each consignor inquires the income of the consignment fund by himself, if a problem is found, a question or a complaint can be timely proposed to the consignment transaction management platform, and the consignment transaction management platform needs to check whether the mistake is caused with related banks and securities traders in time and feed back the mistake in time.
2. The method as claimed in claim 1, wherein in step S12, when the corresponding consignee is configured with the corresponding consignee 'S fund limit, if the consignee is not unique, each consignee performs an average distribution of the consignee or individually configures the consignee' S fund limit.
3. The method of claim 1, wherein if the second trading day consignee does not sell the stocks for the difference funds in time, the third trading day system automatically shares the stocks for the market of the consignee at equal time intervals to make up the difference funds in step S23.
4. The method as claimed in claim 1, wherein the committing transaction management platform performs data processing on each trustee every day in step S31, including trustee information data, trustee asset profit curve, and trustee asset information analysis data.
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Citations (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN1316077A (en) * | 1998-03-11 | 2001-10-03 | 弗里奥芬公司 | Smaller investors can create and manage on cost-effective basis, complex portfolio of securities or other properties |
| CN106067083A (en) * | 2016-05-30 | 2016-11-02 | 上海二三四五网络控股集团股份有限公司 | Intellectual investment system data processing method based on magnanimity finance data |
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Patent Citations (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN1316077A (en) * | 1998-03-11 | 2001-10-03 | 弗里奥芬公司 | Smaller investors can create and manage on cost-effective basis, complex portfolio of securities or other properties |
| CN106067083A (en) * | 2016-05-30 | 2016-11-02 | 上海二三四五网络控股集团股份有限公司 | Intellectual investment system data processing method based on magnanimity finance data |
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