基于Delphi的证券分析系统的研究与设计

发布时间：2018-05-20 06:15

本文选题：证券分析系统 + 股票　；参考：《电子科技大学》2014年硕士论文

【摘要】：我国经济自改革开放以来发生了颠覆性的本质性的变化,其发展速度令整个世界侧目。中国经济伴随着市场化的脚步一步步蓬勃发展而来,与此同时证券股票这个行业也获得了不断繁荣和发展,投资者对证券市场的认知需求愈发的深入并且愈发的专业,这其中有投资者自身素质的不断提高,也有证券市场分析工具的不断进步。我国的证券分析行业虽然在这些年中得到了飞速发展,但和国外的相关行业企业相比仍存在着不小的差距。国际上许多大规模的证券投资企业都有自己独立的证券分析系统,甚至于其中的个别企业拥有自己的软件开发公司。我国的证券投资企业同国外相比在这方面起步较晚,大家都在致力于研发自己的证券分析系统,并依此为基础完善丰富自身的服务,同时吸引更多投资者和消费者的加入。本系统的研发源于同一家小规模的证券投资公司合作,最终的目标是为这家企业开发一款专属的证券分析软件。本系统的描述语言为uml,以此为基础进行系统研发的相关技术分析及设计。本系统的开发选用迭代式方法进行开发,基本思路是先建立原型系统,再进行相关需求分析,根据需求分析完成系统设计,最后进行系统测试和完善。本系统可实现的功能有基础的实时行情分析、基本面分析、证券市场资讯,还有相对高级的选股功能以及相关投资建议。本系统基本可以满足投资者的日常需求,相对比较适合中小投资者使用。本文描述了该系统开发的相关背景,对系统的整体架构、系统分属的具体功能模块的需求进行了具体分析,对系统总体设计思路和过程以及各子功能模块的设计进行重点阐述和说明。本文的核心部分是系统的实现,在这一部分当中详细地描述了投资指南模块的设计原理和实现过程,系统设计中对均线理论进行了充分的使用,相关功能模块能对板块、个股和大盘的风险进行预测,预测的精度基本可以满足中小投资者的风险控制要求。用户可以根据此项预测数值评估自身的投资计划,筛选相关个股标的,最终完成投资操作。本文还对开发过程中遇到的各种问题进行了研究和探讨。源代码主要是以DELPHI编写。该系统基于数据仓库、数据挖掘和OLAP技术,面向券商及其客户,为他们分析取舍投资目标,控制风险,提供切实有效的服务。该系统提供了一个证券分析框架,该框架采用功能模块方式集成,提供各种接口,具有较强的扩展性。系统提供了证券投资分析、客户分析、经营分析和信息采集发布等模块功能,并进行了实盘运行,具有较高的实用价值。
[Abstract]:Since the reform and opening up, China's economy has undergone subversive changes, and the speed of its development has made the whole world look at it. China's economy is booming with the pace of marketization. At the same time, the securities and stock industry has also gained continuous prosperity and development, and investors' cognitive demand for the securities market is becoming deeper and more professional. Among them, the quality of investors themselves has been improved, but also the continuous progress of securities market analysis tools. Although the securities analysis industry of our country has been developed rapidly in recent years, there is still a big gap compared with the related industries of foreign countries. Many large scale securities investment enterprises in the world have their own independent securities analysis systems, even some of them have their own software development companies. Compared with the foreign countries, the securities investment enterprises in our country start late in this respect. They are devoting themselves to the research and development of their own securities analysis system, and on the basis of this, to perfect and enrich their own services, and to attract more investors and consumers to join in. The research and development of this system comes from the cooperation of a small securities investment company, and the ultimate goal is to develop an exclusive securities analysis software for this enterprise. The description language of this system is UML, based on which the related technical analysis and design of the system research and development are carried out. The development of the system is based on iterative method. The basic idea is to set up the prototype system first, then to analyze the related requirements, to complete the system design according to the requirement analysis, and finally to test and perfect the system. The system can achieve the functions of the basis of real-time market analysis, fundamental analysis, stock market information, as well as relatively advanced stock selection function and related investment advice. The system can basically meet the daily needs of investors, relatively suitable for small and medium investors. This paper describes the background of the development of the system, and analyzes the overall structure of the system and the requirements of the specific functional modules belonging to the system. The overall design idea and process of the system as well as the design of each sub-functional module are described and explained emphatically. The core part of this paper is the implementation of the system. In this part, the design principle and implementation process of the investment guide module are described in detail. The precision of forecasting the risk of individual stock and market can meet the risk control requirements of small and medium investors. Users can evaluate their investment plan according to the forecast value, select the relevant stock target, and finally complete the investment operation. Various problems encountered in the course of development are also studied and discussed in this paper. The source code is mainly written in DELPHI. The system is based on data warehouse, data mining and OLAP technology. It is aimed at securities companies and their customers to analyze investment targets, control risks and provide effective services. The system provides a security analysis framework, which is integrated by functional modules and provides various interfaces. The system provides the module functions of securities investment analysis, customer analysis, management analysis and information collection and release, and carries on the real disk operation, which has higher practical value.
【学位授予单位】：电子科技大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F832.51

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