基金组合管理系统的设计与实现

发布时间：2018-06-28 14:36

本文选题：Java开发 + 基金组合　；参考：《北京交通大学》2017年硕士论文

【摘要】：随着基金投资和资产管理等变的越来越热门,基金组合的概念变得越来越重要。基金组合是根据一定的投资策略或者投资目标,由若干只公募基金构成的资产组合。相比购买单只基金,购买基金组合具有更有效地分散风险性,能够更有效地获取相对持续稳健的回报。然而基金组合的创建、管理是一个相当复杂的过程,在投资知识、能力和信息渠道等方面有较高的要求,普通的投资者在这些方面明显是不足的。为了解决传统基金投资存在的问题,有必要提出开发一个用多只公募基金作为组合原材料,集基金组合、组合数据、组合交易为一体的基金组合管理系统的项目。本人参与了项目从需求分析到设计与实现的全部环节,独立完成了如下功能模块的设计与实现工作:(1)用户管理模块:该模块的主要功能有用户注册、登陆,用户基本信息更新,用户登录密码修改、重置,用户交易密码修改、重置和实名认证。(2)基金管理模块:该模块的主要功能有添加基金、基金信息修改、基金删除、基金信息展示、基金筛选、向基金池添加基金和从基金池删除基金。(3)组合管理模块:该模块的主要功能有组合创建,组合调仓,添加关注组合和删除关注组合。(4)组合买入模块:该模块的主要功能有添加买入组合、支付和生成买入订单。(5)组合卖出模块:该模块的主要功能有卖出组合和生成卖出订单。本系统采用的是B/S结构,在系统总体软件架构中,采用传统的MVC框架,其将表现层、业务层和数据层分开,保证彼此功能的独立,进而降低系统的耦合度。主要采用Java语言开发,Spring、SpringMVC和MyBatis搭建系统框架,MySQL作为数据库,同时用Redis作为缓存数据库,以便数据的快速查询。目前基金组合管理系统已经开发完成,系统已经上线,输入网站地址,就可查看或登录使用该网站。本系统提供了一种可以同时购买多只基金即购买基金组合的方式,来降低购买单只基金的风险;实现了将普通投资者和机构的专业理财师结合在一起,由专业理财师创建并管理基金组合,个人投资用户根据自己需求挑选并买入组合,更好地实现投资用户的资产管理。
[Abstract]:As fund investment and asset management become more and more popular, the concept of fund portfolio becomes more and more important. The fund portfolio is a portfolio composed of several public funds according to a certain investment strategy or investment goal. Compared with buying a single fund, buying a portfolio of funds has a more effective dispersion of risk, can more effectively achieve a relatively stable return. However, the establishment and management of the fund portfolio is a very complicated process, which has higher requirements in investment knowledge, ability and information channel, and the ordinary investors are obviously inadequate in these aspects. In order to solve the problems existing in the traditional fund investment, it is necessary to develop a fund portfolio management system with multiple public offering funds as the composite raw materials, which integrates the fund portfolio, the portfolio data and the portfolio transaction. I participated in all the links of the project from requirement analysis to design and implementation, and independently completed the design and implementation of the following functional modules: (1) user management module: the main functions of this module are user registration, login, user basic information update, User login password modification, reset, user transaction password modification, reset and real name authentication. (2) Fund management module: the main functions of this module are adding funds, fund information modification, fund deletion, fund information display, fund screening, Add funds to the fund pool and remove funds from the fund pool. (3) portfolio management module: the main functions of this module are combination creation, portfolio adjustment, Add attention combination and delete concern combination. (4) portfolio buy module: the main functions of this module are to add buy combination, pay and generate buy order. (5) combination sell module: the main functions of this module are selling combination and generating sell order. The system adopts the B / S structure. In the system software architecture, the traditional MVC framework is used, which separates the presentation layer, business layer and data layer, which ensures the independence of each other's functions, and then reduces the coupling degree of the system. This paper mainly uses Java language to develop Spring MVC and MyBatis to build a system framework named MySQL as a database and Redis as a cache database so that the data can be queried quickly. At present, the fund portfolio management system has been developed, the system has been online, enter the site address, you can view or login to use the site. The system provides a way to buy multiple funds at the same time, that is, the portfolio of funds, to reduce the risk of buying a single fund, and realize the integration of ordinary investors and professional financial planners of institutions. The fund portfolio is created and managed by the professional financial planner, and the individual investment users choose and buy the portfolio according to their own needs, so as to better realize the asset management of the investment users.
【学位授予单位】：北京交通大学
【学位级别】：硕士
【学位授予年份】：2017
【分类号】：TP311.52

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