FUND PORTFOLIO UPDATE METHOD AND APPARATUS BASED ON ARTIFICIAL INTELLIGENCE, AND DEVICE AND MEDIUM

• Main Authors: ZHANG, Dongnan, PAN, Yu, SHAO, Jian, LIAO, Wenjun, LI, Guixing
• Format: Patent
• Language: Chinese; English; French
• Published: 28.12.2023
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

Disclosed in the present application are a fund portfolio update method and apparatus based on artificial intelligence, and a device and a medium. The method comprises: according to dimensional data of each fund in a fund portfolio, determining a risk level corresponding to each fund; inputting into a network model a risk preference questionnaire replied by a target object to which the fund portfolio belongs, so as to obtain a target risk resistance type of the target object; selecting from a preset risk resistance type database a risk resistance type matching the target risk resistance type, and determining risk level adjustment parameters of each fund corresponding to the matched risk resistance type; adjusting the risk level of a corresponding fund according to the risk level adjustment parameters, so as to obtain the risk level of the fund portfolio; and if the risk level of the fund portfolio is greater than a preset risk level, updating the fund portfolio. By means of the present application, a fund in