支持证券投资组合决策过程的信息系统

A. Senyk, O. Manziy, Yuriy Futryk, O. Stepanyuk, Y. Senyk
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引用次数: 2

摘要

由于世界经济的大规模变化,特别是乌克兰,最近对投资理论问题的兴趣显著增加。一个例子是近年来购买大型国际公司股票和加密货币的加剧,并且根据其价值的快速增长。众所周知,投资理论作为一个特例,考虑的是优化投资组合的任务。研究表明,投资组合的形成和优化决策问题是大型投资公司和私人投资者都关注的问题,因为在金融资产市场中,投资者在可能的投资配置方案中进行选择,会得到不同的结果。人们普遍认为,投资组合的最优分配应该是在保持最小风险的同时提供最好的回报,其结果应该理解为投资组合在拥有投资组合期间所获得的收益。一个支持证券投资组合决策的信息系统已经开发出来,它允许潜在的投资者通过比较金融市场上现有股票的增长动态来独立评估投资组合的有效性。众所周知,投资者所遇到的大部分信息都是表格形式的,根据科学知识的方法论,人们更容易接受以可视化的方式来呈现信息。新创建的信息系统使用可视化过程,以图表、图形、图表的结构化形式呈现可用的表格信息。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
Information System Supporting Decision-making Processes for Forming of Securities Portfolio
Due to large-scale changes in the economy in the world and in Ukraine in particular, there has recently been a significant increase in interest in the problems of investment theory. An example is the intensification in recent years of the purchase of shares of large international companies and cryptocurrencies and, according to the rapid growth of their values. It is known that as a special case, the theory of investment considers the task of optimizing investment portfolios. It is established that the issue of decision-making on the formation and optimization of the investment portfolio is in the field of attention of both large investment companies and private investors, because choosing among possible alternatives for allocating investments within the financial assets market, the investor will get different results. It is accepted that the optimal distribution of the investment portfolio should provide the best return while maintaining the least risk, and the result should be understood as the amount of income received during the period of ownership of the investment portfolio. An information system to support the decision-making of the securities portfolio has been developed, which allows potential investors to independently on assess the effectiveness of the investment portfolio by comparing the growth dynamics of shares available on the financial market. It is known that most of the information encountered by the investor is in tabular format, and according to the methodology of scientific knowledge, people are more receptive to visualized ways of presenting information. The newly created information system uses a visualization process that presents available tabulated information in a structured form of diagrams, graphs, charts.
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