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Method for providing mentoring service connected investment system and computer-readable medium recording the method

机译:提供指导服务连接的投资系统的方法和记录该方法的计算机可读介质

摘要

The present invention relates to a system and method for operating an investment-linked mentoring service that enables an asset portfolio to be optimized using an AHP model, a Matrix analysis module, and the like, and comprising at least one user terminal and a server computer connected through a network. A method of operating an investment-linked mentoring service that enables an asset portfolio to be optimized using a computer system, wherein the server computer comprises: a value chain selection information input program receiving value chain selection information from the user terminal, A value chain company evaluation program that performs financial ratio-based evaluation for all companies, a company score calculation program that calculates company score information using the AHP technique (Analytic Hierarchical Process) based on a basic analysis model for companies with high ranking results. A portfolio creation program that creates a portfolio through sensitivity analysis and portfolio re-evaluation, an individual portfolio investment optimization program that optimizes individual portfolio investment strategies using an investment preference-based asset allocation optimization technique, and transmits portfolio information about the portfolio to the user terminal It may include a portfolio information transmission program.
机译:本发明涉及一种用于操作投资链接指导服务的系统和方法,该系统和方法使得能够使用AHP模型,矩阵分析模块等来优化资产组合,并且包括至少一个用户终端和服务器计算机。通过网络连接。一种操作投资链接指导服务的方法,该方法使资产组合可以使用计算机系统进行优化,其中服务器计算机包括:价值链选择信息输入程序,从用户终端接收价值链选择信息,价值链公司评估程序,对所有公司执行基于财务比率的评估,公司得分计算程序,该程序使用AHP技术(层次分析法)基于具有较高排名结果的公司的基本分析模型来计算公司得分信息。通过敏感性分析和投资组合重新评估创建投资组合的投资组合创建程序,使用基于投资偏好的资产分配优化技术优化单个投资组合投资策略的单个投资组合投资优化程序,并将有关投资组合的投资组合信息传输给用户终端它可以包括投资组合信息传输程序。

著录项

  • 公开/公告号KR20200117561A

    专利类型

  • 公开/公告日2020-10-14

    原文格式PDF

  • 申请/专利权人 백승엽;

    申请/专利号KR20190039845

  • 发明设计人 백승엽;

    申请日2019-04-04

  • 分类号G06Q40/06;G06Q10/06;

  • 国家 KR

  • 入库时间 2022-08-21 11:05:45

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