CN114037536A - Stock intelligent investment system - Google Patents
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- CN114037536A CN114037536A CN202111182434.4A CN202111182434A CN114037536A CN 114037536 A CN114037536 A CN 114037536A CN 202111182434 A CN202111182434 A CN 202111182434A CN 114037536 A CN114037536 A CN 114037536A
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- 238000012544 monitoring process Methods 0.000 claims abstract description 14
- 238000013480 data collection Methods 0.000 claims abstract description 13
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- 238000013441 quality evaluation Methods 0.000 claims description 3
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Abstract
The invention provides an intelligent stock investment system. The stock intelligent investment system comprises a central processing unit, a data collection module, an investment wind control module, an investment strategy module, an investment transaction module, an investment monitoring module and an investment report module, wherein the data collection module, the investment wind control module, the investment strategy module, the investment transaction module, the investment monitoring module and the investment report module are all connected with the central processing unit. The intelligent stock investment system provided by the invention has the advantages of realizing data acquisition, realizing data analysis and comparison, realizing setting and selection of user investment strategies, realizing analysis of investment risks, realizing automatic trading, realizing monitoring of stock quotations, generating reports by the investment report module to enable data to be visualized and visualized, and effectively researching, analyzing and trading stock investment.
Description
Technical Field
The invention relates to the technical field of stocks, in particular to an intelligent stock investment system.
Background
More and more people start stock investment in the context of the rapid development of the Chinese economy, but for ordinary investors, especially amateur investors, he may be confused, on the one hand, not being able to identify investment opportunities by himself, and on the other hand, not being able to trust professionals to help him. But undoubtedly, with the rapid development of economy, the national investment service is a huge market opportunity. However, various investments in the market only have slightly higher income than regular deposit of banks, annual reports of various security traders and various companies are numerous and complicated, the quality of various research and report messages sent by various security traders in the interest of the security traders is different, and even more, false research and report messages are directly issued.
Therefore, there is a need to provide a new intelligent investment system for stocks to solve the above technical problems.
Disclosure of Invention
The invention provides an intelligent stock investment system which can realize data acquisition, realize data analysis and comparison, realize the setting and selection of user investment strategies, realize the analysis of investment risks, realize automatic trading, realize the monitoring of stock quotations, generate reports by an investment report module to enable data to be visualized and visualized, and effectively research, analyze and trade stock investment.
In order to solve the above technical problems, the stock intelligent investment system provided by the invention comprises: the system comprises a central processing unit, a data collection module, an investment wind control module, an investment strategy module, an investment transaction module, an investment monitoring module and an investment report module, wherein the data collection module, the investment wind control module, the investment strategy module, the investment transaction module, the investment monitoring module and the investment report module are all connected with the central processing unit.
Preferably, the data collection module is used for collecting stock prices of listed companies and financial data in annual newspapers, updating the financial data at regular intervals and providing reference basis for investment of users; a multi-dimensional financial model is established through financial data, the overall quality evaluation of each stock is made according to the rate of capital and debt, the profit margin, the deduction of non-net profit and the like, the financial score values of the upper-certified stock and the Shanghai-Shen transaction each stock are calculated, and the stocks conforming to the high net value increase are obtained as value stocks by combining the historical fluctuation range of the value stocks, so that data support is provided for finishing stock selection.
Preferably, the financial data comprises: balance sheet, profit sheet, cash flow sheet or financial condition change sheet, additional sheet and notes, market profitability, ROE and future cash flow cash.
Preferably, the investment wind control module comprises a risk analysis unit and a risk report unit, the risk analysis unit performs value investment analysis on the information collected by the data collection module to obtain the investment risk of a distributor or an investment product, and the risk report unit accurately predicts the investment risk in real time according to the analysis result of the risk analysis unit and generates a risk assessment report; stock market value data and asset valuation data for respective individual shares; and credible judgment is carried out on stock market value data and asset evaluation data; and performing risk calculation on the enterprise to be evaluated according to the market value data, the asset evaluation data and the internal data information of the enterprise to be evaluated to obtain the wind control data with complete dimensionality.
Preferably, the investment strategy module judges and tracks according to a risk assessment report generated by the investment wind control module, timely grasps the investment risk condition, and makes a correct investment decision by combining investment funds and investment types of investors.
Preferably, the investment transaction module comprises a stock selection module and a position holding control module, the stock selection module automatically carries out transaction according to an investment strategy of a user, and the position holding control module carries out position adding operation, position reducing operation and position leveling operation on capital allocation according to latest trend information and the investment strategy of stocks.
Preferably, the investment monitoring module acquires and monitors the market change of the stock in real time, gives an alarm according to a set threshold value, gives an alarm when the market fluctuation or the market falling amplitude exceeds the set threshold value, timely receives a market abnormal condition report for a user, and timely makes a response.
Preferably, the investment report module comprises a current-day stock transaction data ranking list report and a transaction condition report of the investment product, the current-day stock transaction data ranking list report comprises a stock expansion ranking list report, a stock fall ranking list report and a stock transaction amount ranking list report, and the transaction condition report of the investment product comprises a current-day product purchase and sale condition report, a current-day product expansion condition report, a current-day product fall condition report and a current-day fund collection and payment condition report.
Compared with the related technology, the intelligent stock investment system provided by the invention has the following beneficial effects:
1. the information is updated in time, stock information and investment risk are automatically analyzed, investors are helped to invest intelligently, the investment amount is adjusted in real time, and warehouse adding operation, warehouse reducing operation and warehouse leveling operation are automatically carried out;
2. the investment monitoring module is arranged to give an alarm when the investment result exceeds the expectation of the investor, so that the investor can receive the condition report of market abnormity in time and respond in time.
Drawings
FIG. 1 is a block diagram of a preferred embodiment of an intelligent stock investment system provided by the present invention;
FIG. 2 is a flow chart of investment analysis of the intelligent stock investment system provided by the present invention;
FIG. 3 is a flow chart of investment transaction and report form of the stock intelligent investment system provided by the present invention.
Detailed Description
The invention is further described with reference to the following figures and embodiments.
Referring to fig. 1, fig. 2 and fig. 3 in combination, wherein fig. 1 is a block diagram illustrating a preferred embodiment of an intelligent stock investment system according to the present invention; FIG. 2 is a flow chart of investment analysis of the intelligent stock investment system provided by the present invention; FIG. 3 is a flow chart of investment transaction and report form of the stock intelligent investment system provided by the present invention. The stock intelligent investment system includes: the system comprises six modules, namely a data collection module, an investment wind control module, an investment strategy module, an investment transaction module, an investment monitoring module and an investment report module.
The data collection module is responsible for collecting stock prices of listed companies, index data in annual newspapers, such as information of an asset liability statement, a profit and loss statement, a cash flow statement or a financial condition change statement, an attached note, a market profit rate, ROE, future cash flow discount and the like, is updated periodically, and provides a reference basis for investment of users; and establishing a multi-dimensional financial model through the financial data, making overall quality evaluation of the individual shares by using the rate of capital and debt, the profit margin, the non-net profit deduction and the like, calculating the financial score values of the individual shares in Shanghai-depth trading and Shanghai-depth trading, and obtaining the individual shares conforming to high net value increase as the value shares by combining the historical fluctuation range of the individual shares so as to provide data support for finishing stock selection.
The investment wind control module comprises a risk analysis unit and a risk report unit, the risk analysis unit analyzes the value investment of the information collected by the data collection module to obtain the investment risk of a publisher or an investment product, and the risk report unit accurately predicts the investment risk in real time according to the analysis result of the risk analysis unit and generates a risk assessment report; stock market value data and asset valuation data for respective individual shares; and credible judgment is carried out on stock market value data and asset evaluation data; and performing risk calculation on the enterprise to be evaluated according to the credible market value data of the enterprise to be marketed, the asset evaluation data and the internal data information of the enterprise to be evaluated to obtain the wind control data with complete dimensionality.
The investment strategy module is used for accurately judging and tracking according to the risk assessment report generated by the investment wind control module, timely mastering the investment risk condition and making a correct investment decision by combining investment funds and investment types of investors;
the investment trading module comprises a stock selecting module and a position holding control module, the stock selecting module automatically carries out trading according to an investment strategy of a user, and the position holding control module carries out position adding operation, position reducing operation and position leveling operation on capital distribution according to latest trend information and the investment strategy of stocks;
the investment monitoring module acquires and monitors the market change of the stock in real time, gives an alarm according to a set threshold value, and can give an alarm when the market rise or fall exceeds the set threshold value, so that a user can receive a condition report of market abnormity in time and respond in time;
the investment report module comprises a current stock transaction data ranking list report and a transaction condition report of the investment product, the current stock transaction data ranking list report comprises a stock expansion ranking list report, a stock reduction ranking list report, a stock transaction amount ranking list report and other reports which reflect stock conditions, and the transaction condition report of the investment product comprises a current product purchase and sale condition report, a current product expansion and reduction condition report, a current fund collection and payment condition report and other reports which visually reflect the user investment product condition.
Compared with the related technology, the intelligent stock investment system provided by the invention has the following beneficial effects:
1. the information is updated in time, stock information and investment risk are automatically analyzed, investors are helped to invest intelligently, the investment amount is adjusted in real time, and warehouse adding operation, warehouse reducing operation and warehouse leveling operation are automatically carried out;
2. the investment monitoring module is arranged to give an alarm when the investment result exceeds the expectation of the investor, so that the investor can receive the condition report of market abnormity in time and respond in time.
The above description is only an embodiment of the present invention, and not intended to limit the scope of the present invention, and all modifications of equivalent structures and equivalent processes, which are made by using the contents of the present specification and the accompanying drawings, or directly or indirectly applied to other related technical fields, are included in the scope of the present invention.
Claims (8)
1. An intelligent stock investment system, comprising: the system comprises a central processing unit, a data collection module, an investment wind control module, an investment strategy module, an investment transaction module, an investment monitoring module and an investment report module, wherein the data collection module, the investment wind control module, the investment strategy module, the investment transaction module, the investment monitoring module and the investment report module are all connected with the central processing unit.
2. The intelligent stock investment system of claim 1, wherein the data collection module is used for collecting stock prices of listed companies, financial data in annual newspapers, and updating the financial data periodically to provide reference for user investment; a multi-dimensional financial model is established through financial data, the overall quality evaluation of each stock is made according to the rate of capital and debt, the profit margin, the deduction of non-net profit and the like, the financial score values of the upper-certified stock and the Shanghai-Shen transaction each stock are calculated, and the stocks conforming to the high net value increase are obtained as value stocks by combining the historical fluctuation range of the value stocks, so that data support is provided for finishing stock selection.
3. The intelligent stock investing system according to claim 2, wherein the financial data includes: balance sheet, profit sheet, cash flow sheet or financial condition change sheet, additional sheet and notes, market profitability, ROE and future cash flow cash.
4. The intelligent stock investment system of claim 1, wherein the investment wind control module comprises a risk analysis unit and a risk report unit, the risk analysis unit analyzes the value investment of the information collected by the data collection module to obtain the investment risk of the distributor or the investment product, and the risk report unit accurately predicts the investment risk in real time and generates a risk assessment report according to the analysis result of the risk analysis unit; stock market value data and asset valuation data for respective individual shares; and credible judgment is carried out on stock market value data and asset evaluation data; and performing risk calculation on the enterprise to be evaluated according to the market value data, the asset evaluation data and the internal data information of the enterprise to be evaluated to obtain the wind control data with complete dimensionality.
5. The stock intelligent investment system of claim 1, wherein the investment strategy module judges and tracks according to the risk assessment report generated by the investment wind control module, timely grasps the investment risk situation, and makes a correct investment decision by combining the investor's investment fund and investment type.
6. The intelligent stock investment system of claim 1, wherein the investment transaction module comprises a stock selection module and a position holding control module, the stock selection module automatically performs transactions according to investment strategies of users, and the position holding control module performs position adding operation, position reducing operation and position leveling operation on fund distribution according to latest stock trend information and investment strategies.
7. The intelligent stock investment system of claim 1, wherein the investment monitoring module obtains and monitors the market change in real time, gives an alarm according to the set threshold, gives an alarm when the market rise or fall exceeds the set threshold, and timely reports the abnormal market condition for the user to respond.
8. The intelligent stock investment system of claim 1, wherein the investment report module comprises a current stock transaction data ranking list report and a transaction situation report of the investment product, the current stock transaction data ranking list report comprises a stock expansion ranking list report, a stock fall ranking list report and a stock transaction amount ranking list report, and the transaction situation report of the investment product comprises a current product purchase and sell situation report, a current product expansion situation report and a current fund collection and expenditure situation report.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202111182434.4A CN114037536A (en) | 2021-10-11 | 2021-10-11 | Stock intelligent investment system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202111182434.4A CN114037536A (en) | 2021-10-11 | 2021-10-11 | Stock intelligent investment system |
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| Publication Number | Publication Date |
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| CN114037536A true CN114037536A (en) | 2022-02-11 |
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| CN202111182434.4A Withdrawn CN114037536A (en) | 2021-10-11 | 2021-10-11 | Stock intelligent investment system |
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Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114693458A (en) * | 2022-04-08 | 2022-07-01 | 刘文皓 | Visualized processing method of fund data and fund combination data and related components |
| CN116385176A (en) * | 2023-06-06 | 2023-07-04 | 北京睿智融科控股股份有限公司 | Transaction data monitoring system and method for investment transaction system |
-
2021
- 2021-10-11 CN CN202111182434.4A patent/CN114037536A/en not_active Withdrawn
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114693458A (en) * | 2022-04-08 | 2022-07-01 | 刘文皓 | Visualized processing method of fund data and fund combination data and related components |
| CN116385176A (en) * | 2023-06-06 | 2023-07-04 | 北京睿智融科控股股份有限公司 | Transaction data monitoring system and method for investment transaction system |
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Application publication date: 20220211 |