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1. WO2022004957 - INVESTMENT ADVISORY METHOD AND APPARATUS THEREFOR

Publication Number WO/2022/004957
Publication Date 06.01.2022
International Application No. PCT/KR2020/015026
International Filing Date 30.10.2020
IPC
G06Q 40/08 2012.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
08Insurance, e.g. risk analysis or pensions
G06Q 10/04 2012.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
10Administration; Management
04Forecasting or optimisation, e.g. linear programming, "travelling salesman problem" or "cutting stock problem"
G06F 16/901 2019.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
FELECTRIC DIGITAL DATA PROCESSING
16Information retrieval; Database structures therefor; File system structures therefor
90Details of database functions independent of the retrieved data types
901Indexing; Data structures therefor; Storage structures
Applicants
  • 유한책임회사 알케미랩 ALCHEMI LAB LLC [KR]/[KR]
Inventors
  • 김한샘 KIM, Han Sem
Agents
  • 리앤목 특허법인 Y.P.LEE, MOCK & PARTNERS
Priority Data
10-2020-008168602.07.2020KR
Publication Language Korean (ko)
Filing Language Korean (KO)
Designated States
Title
(EN) INVESTMENT ADVISORY METHOD AND APPARATUS THEREFOR
(FR) PROCÉDÉ DE CONSEIL EN INVESTISSEMENT ET APPAREIL ASSOCIÉ
(KO) 투자자문방법 및 그 장치
Abstract
(EN) Disclosed are an investment advisory method and an apparatus therefor. The investment advisory apparatus: calculates a plurality of predicted prices by training a predictive model that outputs a predicted price by using time series data of financial information, and then repeatedly inputting, a predefined number of times, time series data at a current point in time into the predictive model that has been completely trained; identifies the distribution of the plurality of predicted prices; and calculates an investment weight on the basis of the ratio between a first area of the higher distribution and a second area of the lower distribution that have been identified in the distribution on the basis of a current price.
(FR) Un procédé de conseil en investissement et un appareil associé sont divulgués. L'appareil de conseil en investissement : calcule une pluralité de prix prédits par instruction d'un modèle prédictif produisant un prix prédit à l'aide de données chronologiques d'informations financières, puis par application répétitive, un nombre prédéfini de fois, de données chronologiques à un instant actuel dans le temps dans le modèle prédictif complètement instruit ; identifie la distribution de la pluralité de prix prédits ; et calcule un poids d'investissement selon le rapport entre une première zone de la distribution supérieure et une seconde zone de la distribution inférieure, qui ont été identifiées dans la distribution selon un prix actuel.
(KO) 투자자문방법 및 그 장치가 개시된다. 투자자문장치는 금융정보의 시계열데이터를 이용하여 예측가를 출력하는 예측모델을 학습시킨 후 현 시점의 시계열데이터를 학습 완료된 예측모델에 기 정의된 횟수만큼 반복 입력하여 복수 개의 예측가를 산출하고, 복수 개의 예측가의 분포를 파악하고, 분포에서 현재가를 기준으로 파악된 상위 분포의 제1 면적과 하위 분포의 제2 면적의 비를 기초로 투자비중을 산출한다.
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