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

机译:提供辅导服务的方法,用于记录方法的辅导服务连接的投资,系统和计算机可读介质

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 the top companies in the evaluation 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的辅导服务的系统和方法,该系统和方法使得能够使用AHP模型,矩阵分析模块等优化资产产品组合,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。一种操作投资链接的辅导服务的方法,该服务能够使用计算机系统进行优化资产组合,其中服务器计算机包括:值链选择信息输入程序从用户终端,一个值链公司接收值链选择信息评估计划为所有公司进行基于财务比率的评估,这是根据评估结果中顶级公司的基本分析模型计算公司评分信息,计算公司评分信息(分析层次过程),这是一个投资组合创作通过敏感性分析和投资组合重新评估创建投资组合的程序,该计划使用基于投资优先级的资产配置优化技术优化各个投资组合投资策略,并将有关投资组合的投资组合信息传输到用户终端可能包括投资组合信息传输程序。

著录项

  • 公开/公告号KR102223844B1

    专利类型

  • 公开/公告日2021-03-05

    原文格式PDF

  • 申请/专利权人

    申请/专利号KR1020190039845

  • 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 2022-08-24 17:33:32

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