Design And Implementation Of Fund Portfolio Management System

As funds investment and asset management become more and more popular,the concept of fund portfolio becomes more and more important.A portfolio of funds is a portfolio of assets consisting of a number of public funds based on a certain investment strategy or investment target.Buying a portfolio of funds is more effective in diversifying risk than buying a single fund,and can be more effective in obtaining relatively sustained and robust returns.However,the creation and management of the fund portfolio is a rather complicated process,which has higher requirements in terms of investment knowledge,ability and information channel,the average investor is obviously deficient in these aspects.In order to solve the problems existing in the traditional fund investment,it is necessary to put forward the project of developing a fund portfolio management system with multiple public funds as the combination of raw materials,combination of funds,combined data and combined transaction.I participated in the project from the requirements analysis to design and implementation of all the links,independently completed the following functional modules of the design and implementation of the work:(1)User Management module:The main functions of the module are user registration,login,user fund information updates,user login password modification,reset,user transaction password modification,reset and real-name authentication.(2)Fund Management module:The main function of the module is to add funds,fund information modification,fund deletion,fund information display,fund screening,add fund to fund pool and remove fund from fund pool.(3)Portfolio Management module:The main functions of the module are combined to create,portfolio silos,add attention combinations and delete the attention combination.(4)Combination buying module:The main function of the module is to add buy portfolio,payment and production purchase order.(5)Combination selling module:The main function of the module is to sell the combination and generate a sell order.This system adopts B/S structure,in the system overall software architecture,adopts the traditional MVC frame,Which separates the performance layer,the business layer and the data layer,guarantees the independence of each other function,thus reduces the coupling degree of the system.Mainly uses the Java language development,Spring,SpringMVC and Mybatis constructs the system framework,MySQL as the database,simultaneously uses the Redis as the cache database,so that the data fast query.At present,the fund portfolio management system has been developed,the system has been on-line,enter the site address,you can view or login to use the site.This system provides a way to buy multiple funds,that is,to buy a portfolio,to reduce the risk of the purchase of a single fund;the implementation of the common investors and institutions of professional financial professionals together,from the professional financial managers to create and manage the fund portfolio,individual investment users according to their needs to select and buy portfolio,better realize the asset management of investment users.