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1. (WO2019061609) FOF ASSET STATISTICS COMPILATION METHOD, DEVICE, TERMINAL, AND COMPUTER-READABLE STORAGE MEDIUM
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Pub. No.: WO/2019/061609 International Application No.: PCT/CN2017/107396
Publication Date: 04.04.2019 International Filing Date: 24.10.2017
IPC:
G06Q 40/06 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
06
Investment, e.g. financial instruments, portfolio management or fund management
Applicants:
平安科技(深圳)有限公司 PING AN TECHNOLOGY (SHENZHEN)CO., LTD. [CN/CN]; 中国广东省深圳市 福田区八卦岭八卦三路平安大厦 Ping An Building, No.3 Bagua Road, Bagualing, Futian District Shenzhen, Guangdong 518000, CN
Inventors:
薛晨 XUE, Chen; CN
韩亮亮 HAN, Liangliang; CN
刘禹 LIU, Yu; CN
陆修远 LU, Xiuyuan; CN
Agent:
深圳市世纪恒程知识产权代理事务所 CENFO INTELLECTUAL PROPERTY AGENCY; 中国广东省深圳市南山区粤海街道高新技术产业园北区松坪山路3号奥特讯电力大厦201 201, Auto Electric Power Building, North Zone, High-Tech Industrial Park No.3 Songping Mountain Road, Yuehai Street, Nanshan District Shenzhen, Guangdong 518057, CN
Priority Data:
201710934377.830.09.2017CN
Title (EN) FOF ASSET STATISTICS COMPILATION METHOD, DEVICE, TERMINAL, AND COMPUTER-READABLE STORAGE MEDIUM
(FR) PROCÉDÉ, DISPOSITIF, ET TERMINAL DE COMPILATION DE STATISTIQUES D'ACTIFS FOF ET SUPPORT D'INFORMATIONS LISIBLE PAR ORDINATEUR
(ZH) FoF资产统计方法、装置、终端和计算机可读存储介质
Abstract:
(EN) Disclosed is a FoF asset statistics compilation method. The method comprises: when a FoF asset statistics compilation instruction is received, acquiring FoF asset composition information of a currently logged-in account; compiling statistics on asset types of the account on the basis of the FoF asset composition information and calculating the proportions corresponding to various types of assets; and generating and displaying a FoF asset allocation diagram of the account on the basis of the asset types of the account and the proportions corresponding to various types of assets. Also disclosed are a terminal and a computer-readable storage medium. The present application frees a client or an investment advisor thereof from cumbersome data statistics compilation and analytical work.
(FR) L'invention concerne un procédé de compilation de statistiques d'actifs FoF. Le procédé comprend les étapes suivantes : lorsqu'une instruction de compilation de statistiques d'actif FoF est reçue, acquérir des informations de composition d'actifs FoF d'un compte actuellement connecté ; compiler des statistiques sur des types d'actifs du compte sur la base des informations de composition d'actif FoF et calculer les proportions correspondant à divers types d'actifs ; et générer et afficher un diagramme d'attribution d'actifs FoF du compte sur la base des types d'actifs du compte et des proportions correspondant à divers types d'actifs. L’invention concerne également un terminal et un support d'informations lisible par ordinateur. La présente invention libère un client ou un conseiller d'investissement de ce dernier à partir d'une compilation de statistiques de données encombrantes et d'un travail analytique.
(ZH) 本申请公开了一种FoF资产统计方法,该方法包括:在收到FoF资产统计指令时,获取当前登录账户的FoF资产组成信息;根据所述FoF资产组成信息,统计所述账户的资产类型,并计算各类型资产对应的比重;根据所述账户的资产类型和各类型资产对应的比重,生成所述账户的FoF资产配置图并显示。本申请还公开了一种终端、计算机可读存储介质。本申请将客户或其投资顾问从繁琐的数据统计分析工作中释放出来。
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: Chinese (ZH)
Filing Language: Chinese (ZH)