本文選題：Java開發(fā) + 基金組合　； 參考：《北京交通大學(xué)》2017年碩士論文

【摘要】：隨著基金投資和資產(chǎn)管理等變的越來越熱門,基金組合的概念變得越來越重要�；鸾M合是根據(jù)一定的投資策略或者投資目標(biāo),由若干只公募基金構(gòu)成的資產(chǎn)組合。相比購買單只基金,購買基金組合具有更有效地分散風(fēng)險(xiǎn)性,能夠更有效地獲取相對(duì)持續(xù)穩(wěn)健的回報(bào)。然而基金組合的創(chuàng)建、管理是一個(gè)相當(dāng)復(fù)雜的過程,在投資知識(shí)、能力和信息渠道等方面有較高的要求,普通的投資者在這些方面明顯是不足的。為了解決傳統(tǒng)基金投資存在的問題,有必要提出開發(fā)一個(gè)用多只公募基金作為組合原材料,集基金組合、組合數(shù)據(jù)、組合交易為一體的基金組合管理系統(tǒng)的項(xiàng)目。本人參與了項(xiàng)目從需求分析到設(shè)計(jì)與實(shí)現(xiàn)的全部環(huán)節(jié),獨(dú)立完成了如下功能模塊的設(shè)計(jì)與實(shí)現(xiàn)工作:(1)用戶管理模塊:該模塊的主要功能有用戶注冊(cè)、登陸,用戶基本信息更新,用戶登錄密碼修改、重置,用戶交易密碼修改、重置和實(shí)名認(rèn)證。(2)基金管理模塊:該模塊的主要功能有添加基金、基金信息修改、基金刪除、基金信息展示、基金篩選、向基金池添加基金和從基金池刪除基金。(3)組合管理模塊:該模塊的主要功能有組合創(chuàng)建,組合調(diào)倉,添加關(guān)注組合和刪除關(guān)注組合。(4)組合買入模塊:該模塊的主要功能有添加買入組合、支付和生成買入訂單。(5)組合賣出模塊:該模塊的主要功能有賣出組合和生成賣出訂單。本系統(tǒng)采用的是B/S結(jié)構(gòu),在系統(tǒng)總體軟件架構(gòu)中,采用傳統(tǒng)的MVC框架,其將表現(xiàn)層、業(yè)務(wù)層和數(shù)據(jù)層分開,保證彼此功能的獨(dú)立,進(jìn)而降低系統(tǒng)的耦合度。主要采用Java語言開發(fā),Spring、SpringMVC和MyBatis搭建系統(tǒng)框架,MySQL作為數(shù)據(jù)庫,同時(shí)用Redis作為緩存數(shù)據(jù)庫,以便數(shù)據(jù)的快速查詢。目前基金組合管理系統(tǒng)已經(jīng)開發(fā)完成,系統(tǒng)已經(jīng)上線,輸入網(wǎng)站地址,就可查看或登錄使用該網(wǎng)站。本系統(tǒng)提供了一種可以同時(shí)購買多只基金即購買基金組合的方式,來降低購買單只基金的風(fēng)險(xiǎn);實(shí)現(xiàn)了將普通投資者和機(jī)構(gòu)的專業(yè)理財(cái)師結(jié)合在一起,由專業(yè)理財(cái)師創(chuàng)建并管理基金組合,個(gè)人投資用戶根據(jù)自己需求挑選并買入組合,更好地實(shí)現(xiàn)投資用戶的資產(chǎn)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.
【學(xué)位授予單位】：北京交通大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2017
【分類號(hào)】：TP311.52

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