CN116051199A - Method, device, equipment and medium for evaluating combined structure - Google Patents
Method, device, equipment and medium for evaluating combined structure Download PDFInfo
- Publication number
- CN116051199A CN116051199A CN202211554887.XA CN202211554887A CN116051199A CN 116051199 A CN116051199 A CN 116051199A CN 202211554887 A CN202211554887 A CN 202211554887A CN 116051199 A CN116051199 A CN 116051199A
- Authority
- CN
- China
- Prior art keywords
- asset
- user
- configuration
- configuration information
- combination
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
- 238000000034 method Methods 0.000 title claims abstract description 27
- 230000006399 behavior Effects 0.000 claims description 26
- 238000011156 evaluation Methods 0.000 claims description 17
- 239000002131 composite material Substances 0.000 claims description 9
- 230000000694 effects Effects 0.000 claims description 8
- 238000005457 optimization Methods 0.000 claims description 8
- 238000004590 computer program Methods 0.000 claims description 7
- 238000012216 screening Methods 0.000 claims description 7
- 238000003745 diagnosis Methods 0.000 claims description 4
- 238000010586 diagram Methods 0.000 description 7
- 230000003287 optical effect Effects 0.000 description 6
- 238000004891 communication Methods 0.000 description 4
- 230000006870 function Effects 0.000 description 3
- 230000002093 peripheral effect Effects 0.000 description 3
- 238000003491 array Methods 0.000 description 2
- 230000008901 benefit Effects 0.000 description 2
- 230000007246 mechanism Effects 0.000 description 2
- 239000013307 optical fiber Substances 0.000 description 2
- 238000012545 processing Methods 0.000 description 2
- 230000000644 propagated effect Effects 0.000 description 2
- 238000000342 Monte Carlo simulation Methods 0.000 description 1
- 230000009286 beneficial effect Effects 0.000 description 1
- 230000008859 change Effects 0.000 description 1
- 238000007405 data analysis Methods 0.000 description 1
- 230000007547 defect Effects 0.000 description 1
- 238000011161 development Methods 0.000 description 1
- 239000006185 dispersion Substances 0.000 description 1
- 230000006872 improvement Effects 0.000 description 1
- 230000003993 interaction Effects 0.000 description 1
- 238000012986 modification Methods 0.000 description 1
- 230000004048 modification Effects 0.000 description 1
- 239000004065 semiconductor Substances 0.000 description 1
- 238000006467 substitution reaction Methods 0.000 description 1
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
- G06Q30/0241—Advertisements
- G06Q30/0251—Targeted advertisements
- G06Q30/0269—Targeted advertisements based on user profile or attribute
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
-
- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y02—TECHNOLOGIES OR APPLICATIONS FOR MITIGATION OR ADAPTATION AGAINST CLIMATE CHANGE
- Y02P—CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS
- Y02P90/00—Enabling technologies with a potential contribution to greenhouse gas [GHG] emissions mitigation
- Y02P90/30—Computing systems specially adapted for manufacturing
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- Finance (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Game Theory and Decision Science (AREA)
- Entrepreneurship & Innovation (AREA)
- Marketing (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Technology Law (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention discloses a method, a device, equipment and a medium for evaluating a combined structure, and relates to the technical field of finance.
Description
Technical Field
The invention relates to the technical field of finance, in particular to a method, a device, equipment and a medium for evaluating a combined structure.
Background
With the development of society, users pay more and more attention to asset allocation, and the existing wealth diagnosis tool cannot dynamically optimize and preview the allocation scheme of the users, so that the desire of the users to optimize the own asset allocation scheme is not strong; and according to the current interaction scheme, an intuitive feel cannot be given to the user: i.e. how much income the user's configuration scheme can be expected to earn a year, in the dimension of funds, not the dimension of percentages; the display mode of the benefits is also dynamically displayed according to the real-time optimization of the user.
Therefore, a solution for implementing dynamic optimization and personalized presentation of user asset configuration is needed.
Disclosure of Invention
Aiming at the defects in the prior art, the invention provides a method, a device, equipment and a medium for evaluating a combined structure.
In a first aspect, a method for evaluating a composite structure, the method comprising the steps of:
step 1, acquiring asset configuration information of a user, and determining configuration quality according to the asset configuration information;
step 2, acquiring investment behavior information of a user, and determining a target asset combination according to the investment behavior information and the configuration quality;
and step 3, recommending the target asset combination to the user through a preset display mode.
Preferably, step 1, obtaining asset configuration information of a user, and determining configuration quality according to the asset configuration information includes:
step 11, obtaining an initial asset combination of the user;
step 12, acquiring asset configuration information from an initial asset combination, and acquiring asset evaluation parameters according to the asset configuration information, wherein the asset evaluation parameters comprise single product performance, product score, market fitness, configuration quality, combination concentration and timing effect;
and step 13, calculating the configuration quality of the initial asset combination according to the asset assessment parameters and the corresponding weights thereof.
Preferably, in step 2, investment behavior information of a user is obtained, and the method for determining the target asset combination according to the investment behavior information and the configuration quality comprises the following steps:
step 21, acquiring investment behavior information of a user, and determining the risk type of the user according to the investment behavior information;
step 22, when the configuration quality is lower than a preset value, determining first asset configuration information based on the risk type by using a preset asset configuration model, wherein the first asset configuration information is a large asset configuration variety and a configuration proportion thereof;
step 23, determining second asset configuration information by using preset screening indexes based on the initial asset configuration information, wherein the second asset configuration information is a subdivision configuration variety and subdivision configuration proportion of each major asset, and the preset screening indexes comprise a single product selection standard, a product source preference selection sequence and a combination dispersity;
and step 24, the user adjusts the first asset configuration information and the second asset configuration information to obtain a target asset combination.
Preferably, in step 3, the method for recommending the target asset combination to the user through the preset display mode includes: the differences of the target portfolio and the initial portfolio are compared from different index dimensions, and the differences are presented to a user.
In a second aspect, an evaluation device for a composite structure includes:
the combined diagnosis module is used for acquiring asset configuration information of a user and determining configuration quality according to the asset configuration information;
the warehouse adjustment optimization module is used for acquiring investment behavior information of a user and determining a target asset combination according to the investment behavior information and the configuration quality;
and the warehouse adjusting effect display module is used for recommending the target asset combination to the user in a preset display mode.
In a third aspect, an electronic device, comprising:
one or more processors;
a memory for storing one or more programs;
the one or more programs, when executed by the one or more processors, cause the processors to implement the methods as described in any of the preceding.
In a fourth aspect, a computer readable storage medium containing a computer program, the computer program stored thereon, which when executed by one or more processors, implements a method as described in any of the above.
The beneficial effects of the invention are as follows: the evaluation method of the combined structure of the embodiment of the invention firstly determines the asset configuration quality of the user according to the received asset configuration information, determines the target asset combination according to the asset configuration quality and the user asset behavior information, and recommends the target asset combination to the user, thereby realizing the dynamic optimization and personalized display of the user asset configuration. In addition, the embodiment of the invention also provides a device, equipment and medium for evaluating the combined structure.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below. Like elements or portions are generally identified by like reference numerals throughout the several figures. In the drawings, elements or portions thereof are not necessarily drawn to scale.
FIG. 1 is a flowchart of a method for evaluating a composite structure according to an embodiment of the present invention;
FIG. 2 is a schematic structural diagram of an evaluation device with a combined structure according to an embodiment of the present invention;
fig. 3 is a schematic structural diagram of an electronic device according to an embodiment of the present invention;
fig. 4 is a schematic structural diagram of a computer readable storage medium according to an embodiment of the present invention.
Detailed Description
Embodiments of the technical scheme of the present invention will be described in detail below with reference to the accompanying drawings. The following examples are only for more clearly illustrating the technical aspects of the present invention, and thus are merely examples, and are not intended to limit the scope of the present invention.
It is noted that unless otherwise indicated, technical or scientific terms used herein should be given the ordinary meaning as understood by one of ordinary skill in the art to which this invention pertains.
Fig. 1 is a flowchart of a method for evaluating a composite structure according to an embodiment of the invention. The method comprises the following steps: step 1, acquiring asset configuration information of a user, and determining configuration quality according to the asset configuration information; step 2, acquiring investment behavior information of a user, and determining a target asset combination according to the investment behavior information and the configuration quality; and step 3, recommending the target asset combination to the user through a preset display mode.
In the embodiment of the invention, step 1, obtaining asset configuration information of a user, and determining configuration quality according to the asset configuration information comprises the following steps: step 11, obtaining an initial asset combination of the user; step 12, acquiring asset configuration information from an initial asset combination, and acquiring asset evaluation parameters according to the asset configuration information, wherein the asset evaluation parameters comprise single product performance, product score, market fitness, configuration quality, combination concentration and timing effect; and step 13, calculating the configuration quality of the initial asset combination according to the asset assessment parameters and the corresponding weights thereof.
Specifically, the asset configuration information includes first asset configuration information and second asset configuration information of the initial asset portfolio, where the first asset configuration information includes a major category asset configuration variety and configuration proportion thereof, and each major category asset subdivision configuration, and in some embodiments, the asset configuration information is presented by way of an asset configuration map.
In the embodiment of the present invention, step 2, acquiring investment behavior information of a user, and determining a target asset combination according to the investment behavior information and the configuration quality includes: step 21, acquiring investment behavior information of a user, and determining the risk type of the user according to the investment behavior information; step 22, when the configuration quality is lower than a preset value, determining first asset configuration information based on the risk type by using a preset asset configuration model, wherein the first asset configuration information is a large asset configuration variety and a configuration proportion thereof; step 23, determining second asset configuration information by using preset screening indexes based on the initial asset configuration information, wherein the second asset configuration information is a subdivision configuration variety and subdivision configuration proportion of each major asset, and the preset screening indexes comprise a single product selection standard, a product source preference selection sequence and a combination dispersity; and step 24, the user adjusts the first asset configuration information and the second asset configuration information to obtain a target asset combination.
Firstly, a major asset configuration proportion suggestion, namely first asset configuration information, needs to be determined, and reasonable major asset configuration proportion is suggested for a user according to the risk type of the user by using an asset configuration model; in the embodiment of the invention, the selectable asset configuration basic models mainly comprise a BL model, a Markov mean value variance model and a strategy-tactical asset configuration model, and the models support users to input own views, including personalized information such as expected values of price manifestations of various assets, expected ordering of the manifestations of various assets and the like; it also supports the automatic giving of asset allocation proportion suggestions suitable for the user's features in an intelligent consultation based on data analysis.
It should be noted that, in the preferred embodiment, the user may be assisted in forming his own perspective of asset prospect prediction by looking at the market function, and may be allowed to make a certain level of tuning based on the configuration ratio advice according to the asset performance expectations of the user for a period of time in the future. Secondly, determining the configuration proportion of the internal products in a certain type of asset, namely second asset configuration information; on the product options in a certain type of asset, three screening indexes such as single product selection standard, product source priority selection sequence, combination dispersity and the like are mainly selected, and the specialty and individuation of the product options are considered; specifically, the product source preference sequence: and proper marketing layering is carried out on various products according to the needs of the mechanism, such as a product replacement warehouse, a main pushing product warehouse and the like, when the products are configured for the inside of a certain type of asset, the products under the type of asset currently held by a customer and the products under the type of asset in the main pushing product pool of the mechanism are selected in sequence from high to low according to a single product selection standard. Single item selection criteria: the comprehensive evaluation is mainly performed through multiple dimensions of product scoring, product performance and the like of a single product. Ranking of single products is graded from each dimension, and corresponding scores are respectively given through the combination condition of grading expression of a plurality of dimensions. Thereby ordering the similar products. Degree of dispersion of combinations: within a certain class of assets, how many products are to be configured, the configuration ratio of each product. Mainly from the absolute value level of the asset allocation proportion, the category attribute of the selected product (such as the threshold of the lowest purchase amount of the private fund), and the like, different numbers of products are selected for different assets of different users, and reasonable holding proportion is determined. Finally, the combination establishment and tuning allows the user to perform personalized adjustment on the basis of the recommended proportion formed by the flow, and the target asset combination is obtained.
By adopting the method, the user can be helped to establish the asset combination which is most satisfactory to the user and has the highest configuration quality.
In the embodiment of the present invention, step 3, a method for recommending a target asset combination to a user through a preset display mode includes: the differences of the target portfolio and the initial portfolio are compared from different index dimensions, and the differences are presented to a user.
Specifically, in order to timely and intuitively show the improvement effect of the portfolio warehouse adjustment, the performance difference comparison of the target portfolio and the initial portfolio is described through the dimensions of the yield, the combined fluctuation rate, the summer ratio and the like, and on the difference comparison display mode, the performance difference comparison of the target portfolio and the initial portfolio calculated based on the real net value data of the past 6 months can be displayed through the historical real performance; the combined risk and benefit distribution can also be expected by Monte Carlo simulation techniques, thereby making more expectations about the characteristics of the target portfolio.
Further, for the change of each dimension of the target asset combination and the initial asset combination, whether the bin adjustment effect reaches the expected or not is timely prompted according to different purposes of bin adjustment optimization each time, and a user can conveniently know or make further bin adjustment optimization attempts in time.
In summary, the evaluation method of the combined structure in the embodiment of the invention determines the asset configuration quality of the user according to the received asset configuration information, recommends asset combinations to the user according to the asset configuration quality and the user asset behavior information, and performs personalized display.
Fig. 2 is a schematic structural diagram of an evaluation device with a combined structure according to a second embodiment of the present invention. As shown in fig. 2, the evaluation device includes: the combined diagnosis module is used for acquiring asset configuration information of a user and determining configuration quality according to the asset configuration information; the warehouse adjustment optimization module is used for acquiring investment behavior information of a user and determining a target asset combination according to the investment behavior information and the configuration quality; and the warehouse adjusting effect display module is used for recommending the target asset combination to the user in a preset display mode.
The evaluation device for a combined structure provided by the second embodiment of the present invention and the evaluation method for a combined structure provided by the first embodiment of the present invention refer to the foregoing embodiments for the more specific work of each module in the embodiments of the present invention, and are not described in detail in the embodiments of the present invention.
Fig. 3 is a schematic structural diagram of an electronic device according to a third embodiment of the present invention. Fig. 3 shows a block diagram of an electronic device 312 suitable for use in implementing embodiments of the present invention. The electronic device 312 shown in fig. 3 is merely an example and should not be construed as limiting the functionality and scope of use of embodiments of the present invention. Device 312 is a computing device of typical track-fitting functionality.
As shown in FIG. 3, the electronic device 312 is in the form of a general purpose computing device. Components of electronic device 312 may include, but are not limited to: one or more processors 316, a storage device 328, and a bus 318 that connects the different system components (including the storage device 328 and the processor 316).
The storage 328 may include computer system-readable media in the form of volatile memory, such as random access memory (Random Access Memory, RAM) 330 and/or cache memory 332. The electronic device 312 may further include other removable/non-removable, volatile/nonvolatile computer system storage media. By way of example only, storage system 334 may be used to read from and write to non-removable, nonvolatile magnetic media (not shown in FIG. 3, commonly referred to as a "hard disk drive"). Although not shown in fig. 3, a disk drive for reading from and writing to a removable nonvolatile magnetic disk (e.g., a "floppy disk"), and an optical disk drive for reading from and writing to a removable nonvolatile optical disk (e.g., a Compact Disc-Read Only Memory (CD-ROM), digital versatile Disc (Digital Video Disc-Read Only Memory, DVD-ROM), or other optical media), may be provided. In such cases, each drive may be coupled to bus 318 through one or more data medium interfaces. Storage 328 may include at least one program product having a set (e.g., at least one) of program modules configured to carry out the functions of embodiments of the invention.
The electronic device 312 may also communicate with one or more external devices 314 (e.g., keyboard, pointing device, camera, display 324, etc.), one or more devices that enable a user to interact with the electronic device 312, and/or any devices (e.g., network card, modem, etc.) that enable the electronic device 312 to communicate with one or more other computing devices. Such communication may occur through an input/output (I/O) interface 322. Also, the electronic device 312 may communicate with one or more networks (e.g., local area network (Local Area Network, LAN), wide area network Wide Area Network, WAN) and/or a public network, such as the internet) via the network adapter 320. As shown, the network adapter 320 communicates with other modules of the electronic device 312 over the bus 318. It should be appreciated that although not shown, other hardware and/or software modules may be used in connection with electronic device 312, including, but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, disk array (Redundant Arrays of Independent Disks, RAID) systems, tape drives, data backup storage systems, and the like.
The processor 316 executes various functional applications and data processing by running a program stored in the storage device 328, for example, to implement the evaluation method of the combined structure provided by the above-described embodiment of the present invention.
Fig. 4 is a schematic structural diagram of a computer-readable storage medium containing a computer program according to an embodiment of the present invention. The present embodiment provides a computer-readable storage medium 61 on which is stored a computer program 610 that, when executed by one or more processors, implements a method for evaluating a composite structure as provided by all inventive embodiments of the present application.
Any combination of one or more computer readable media may be employed. The computer readable medium may be a computer readable signal medium or a computer readable storage medium or any combination of the two. The computer readable storage medium can be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or a combination of any of the foregoing. More specific examples (a non-exhaustive list) of the computer-readable storage medium would include the following: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In this document, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device.
The computer readable signal medium may include a propagated data signal with computer readable program code embodied therein, either in baseband or as part of a carrier wave. Such a propagated data signal may take any of a variety of forms, including, but not limited to, electro-magnetic, optical, or any suitable combination of the foregoing. A computer readable signal medium may also be any computer readable medium that is not a computer readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device.
Program code embodied on a computer readable medium may be transmitted using any appropriate medium, including but not limited to wireless, wireline, optical fiber cable, RF, etc., or any suitable combination of the foregoing.
In some implementations, the clients, servers may communicate using any currently known or future developed network protocol, such as HTTP (Hyper Text TransferProtocol ), and may be interconnected with any form or medium of digital data communication (e.g., a communication network). Examples of communication networks include a local area network ("LAN"), a wide area network ("WAN"), the internet (e.g., the internet), and peer-to-peer networks (e.g., ad hoc peer-to-peer networks), as well as any currently known or future developed networks.
The computer readable medium may be contained in the electronic device; or may exist alone without being incorporated into the electronic device.
Computer program code for carrying out operations of the present invention may be written in any combination of one or more programming languages, including an object oriented programming language such as Java, smalltalk, C ++ and conventional procedural programming languages, such as the "C" programming language or similar programming languages. The program code may execute entirely on the user's computer, partly on the user's computer, as a stand-alone software package, partly on the user's computer and partly on a remote computer or entirely on the remote computer or server. In the case of a remote computer, the remote computer may be connected to the user's computer through any kind of network, including a Local Area Network (LAN) or a Wide Area Network (WAN), or may be connected to an external computer (for example, through the Internet using an Internet service provider).
Finally, it should be noted that: the above embodiments are only for illustrating the technical solution of the present invention, and not for limiting the same; although the invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical scheme described in the foregoing embodiments can be modified or some or all of the technical features thereof can be replaced by equivalents; such modifications and substitutions do not depart from the spirit of the invention, and are intended to be included within the scope of the appended claims and description.
Claims (7)
1. A method of evaluating a composite structure, the method comprising the steps of:
step 1, acquiring asset configuration information of a user, and determining configuration quality according to the asset configuration information;
step 2, acquiring investment behavior information of a user, and determining a target asset combination according to the investment behavior information and the configuration quality;
and step 3, recommending the target asset combination to the user through a preset display mode.
2. The method for evaluating a composite structure according to claim 1, wherein step 1, obtaining asset configuration information of a user, and determining configuration quality according to the asset configuration information comprises:
step 11, obtaining an initial asset combination of the user;
step 12, acquiring asset configuration information from an initial asset combination, and acquiring asset evaluation parameters according to the asset configuration information, wherein the asset evaluation parameters comprise single product performance, product score, market fitness, configuration quality, combination concentration and timing effect;
and step 13, calculating the configuration quality of the initial asset combination according to the asset assessment parameters and the corresponding weights thereof.
3. The method of claim 2, wherein step 2, the method of acquiring investment behavior information of a user and determining a target asset combination according to the investment behavior information and the configuration quality comprises:
step 21, acquiring investment behavior information of a user, and determining the risk type of the user according to the investment behavior information;
step 22, when the configuration quality is lower than a preset value, determining first asset configuration information based on the risk type by using a preset asset configuration model, wherein the first asset configuration information is a large asset configuration variety and a configuration proportion thereof;
step 23, determining second asset configuration information by using preset screening indexes based on the initial asset configuration information, wherein the second asset configuration information is a subdivision configuration variety and subdivision configuration proportion of each major asset, and the preset screening indexes comprise a single product selection standard, a product source preference selection sequence and a combination dispersity;
and step 24, the user adjusts the first asset configuration information and the second asset configuration information to obtain a target asset combination.
4. The method for evaluating a composite structure according to claim 3, wherein the step 3 of recommending the target asset combination to the user by the preset display mode comprises: the differences of the target portfolio and the initial portfolio are compared from different index dimensions, and the differences are presented to a user.
5. An evaluation device for a composite structure, comprising:
the combined diagnosis module is used for acquiring asset configuration information of a user and determining configuration quality according to the asset configuration information;
the warehouse adjustment optimization module is used for acquiring investment behavior information of a user and determining a target asset combination according to the investment behavior information and the configuration quality;
and the warehouse adjusting effect display module is used for recommending the target asset combination to the user in a preset display mode.
6. An electronic device, comprising:
one or more processors;
a memory for storing one or more programs;
the one or more programs, when executed by the one or more processors, cause the processor to implement the method of any of claims 1-4.
7. A computer readable storage medium containing a computer program, on which the computer program is stored, characterized in that the program, when executed by one or more processors, implements the method according to any of claims 1-4.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202211554887.XA CN116051199A (en) | 2022-12-06 | 2022-12-06 | Method, device, equipment and medium for evaluating combined structure |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202211554887.XA CN116051199A (en) | 2022-12-06 | 2022-12-06 | Method, device, equipment and medium for evaluating combined structure |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN116051199A true CN116051199A (en) | 2023-05-02 |
Family
ID=86126351
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202211554887.XA Pending CN116051199A (en) | 2022-12-06 | 2022-12-06 | Method, device, equipment and medium for evaluating combined structure |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN116051199A (en) |
Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107563890A (en) * | 2017-09-12 | 2018-01-09 | 广发证券股份有限公司 | One B shareB class is intelligently thrown and cares for personal share concentration degree control method and system |
| CN111311105A (en) * | 2020-02-28 | 2020-06-19 | 深圳前海微众银行股份有限公司 | Combined product scoring method, device, equipment and readable storage medium |
| CN111915443A (en) * | 2020-08-14 | 2020-11-10 | 国泰君安证券股份有限公司 | System and method for realizing intelligent investment product combination analysis and calculation processing |
| CN112700149A (en) * | 2021-01-05 | 2021-04-23 | 中国光大银行股份有限公司 | Investment portfolio risk assessment system, method and computer equipment |
| CN115170324A (en) * | 2022-06-13 | 2022-10-11 | 中银金融科技有限公司 | Asset information pushing method and device |
-
2022
- 2022-12-06 CN CN202211554887.XA patent/CN116051199A/en active Pending
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107563890A (en) * | 2017-09-12 | 2018-01-09 | 广发证券股份有限公司 | One B shareB class is intelligently thrown and cares for personal share concentration degree control method and system |
| CN111311105A (en) * | 2020-02-28 | 2020-06-19 | 深圳前海微众银行股份有限公司 | Combined product scoring method, device, equipment and readable storage medium |
| CN111915443A (en) * | 2020-08-14 | 2020-11-10 | 国泰君安证券股份有限公司 | System and method for realizing intelligent investment product combination analysis and calculation processing |
| CN112700149A (en) * | 2021-01-05 | 2021-04-23 | 中国光大银行股份有限公司 | Investment portfolio risk assessment system, method and computer equipment |
| CN115170324A (en) * | 2022-06-13 | 2022-10-11 | 中银金融科技有限公司 | Asset information pushing method and device |
Non-Patent Citations (4)
| Title |
|---|
| 周静莉编: "《家庭经济学》", 31 March 2021, 吉林大学出版社, pages: 133 * |
| 张学功编: "《普通高等教育双一流建设经济学类专业数字化精品教材 MATLAB与量化投资》", 31 December 2020, 华中科技大学出版社, pages: 49 - 50 * |
| 张惠兰，安伟娟主编；袁雅莉，王静文，郭佳，沈丽副主编: "《投资与理财 第2版》", 30 June 2022, 北京理工大学出版社, pages: 160 - 161 * |
| 肖林森著: "《体制转轨期城市改革战略及操作》", 31 March 1992, 经济科学出版社, pages: 125 * |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| US11645723B2 (en) | Method and system for generating dynamic user experience | |
| US8452676B1 (en) | Method and system for filing a tax form using quick return | |
| US8682756B1 (en) | Visual representation and user feedback on calculated form fields | |
| JP5122115B2 (en) | Tracking the use of data elements in electronic business communications | |
| US7606750B1 (en) | Method and system for displaying a spending comparison report | |
| US10803104B2 (en) | Digital credential field mapping | |
| US20100211895A1 (en) | Method for visualization and integration of business intelligence data | |
| US20130238399A1 (en) | Computer-Implemented Systems and Methods for Scenario Analysis | |
| US11341449B2 (en) | Data distillery for signal detection | |
| US9613367B2 (en) | Assessment of users feedback data to evaluate a software object | |
| US8650108B1 (en) | User interface for investment decisioning process model | |
| AU2014360754A1 (en) | Systems and methods for financial asset analysis | |
| US20170199859A1 (en) | Dynamic user experience workflow | |
| Lismont et al. | Closing the gap between experts and novices using analytics-as-a-service: an experimental study | |
| US10671932B1 (en) | Software application selection models integration | |
| Daradkeh et al. | Supporting informed decision-making under uncertainty and risk through interactive visualisation | |
| CA2966392C (en) | Method and system for organized user experience workflow | |
| CN116051199A (en) | Method, device, equipment and medium for evaluating combined structure | |
| US10937099B2 (en) | Method and system of a target result optimizing application | |
| CN112907141A (en) | Pressure testing method, device, equipment and storage medium | |
| KR20120070136A (en) | System, method, and media on providing financial planning simumation information | |
| KR102595243B1 (en) | Method and apparatus for analyzing enterprise for investment assistance | |
| US20110040537A1 (en) | Simulation for a multi-dimensional analytical system | |
| Simanullang et al. | Enhancing tax education effectiveness through technology-based media and social change: a study on tax compliance among individual taxpayers | |
| CN117555655A (en) | Method and device for creating business center |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination |