Fund tracking system, fund tracking method and graphic user interface
AssigneeIndustrial Technology Research Institute
InventorsEn-Tzu WANG, Tsung-Wen TSO, Chuan-Hsiang HAN
Life of this patent
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Abstract
A fund tracking system, a fund tracking method and a graphic user interface are provided. The fund tracking method is used to track a target fund. The fund tracking method includes the following steps. Several ETF asset classes are obtained according to a fund benchmark index of the target fund. Several representative ETFs are obtained according to the ETF asset classes. A simulated investment portfolio is generated according to the representative ETFs. Whether the simulated investment portfolio meets a verification condition is verified. If the simulated investment portfolio meets the verification condition, the simulated investment portfolio is outputted.
Claims21
A fund tracking method used to track a target fund, wherein the fund tracking method comprises:
- obtaining a plurality of Exchange Traded Fund (ETF) asset classes according to a fund benchmark index of the target fund;
- obtaining a plurality of representative ETFs according to the ETF asset classes;
- generating a simulated investment portfolio according to the representative ETFs;
- verifying whether the simulated investment portfolio meets a verification condition;
- and
- outputting the simulated investment portfolio if the simulated investment portfolio meets the verification condition.
A fund tracking system used to track a target fund, wherein the fund tracking system comprises:
- a selection unit, comprising:
- an asset class selector used to obtain a plurality of Exchange Traded Fund (ETF) asset classes according to a fund benchmark index of the target fund;
- and
- an ETF selector used to obtain a plurality of representative ETFs according to the ETF asset classes;
- and
- a generation unit, comprising:
- an assembler used to generate a simulated investment portfolio according to the representative ETFs;
- and
- a verifier used to verify whether the simulated investment portfolio meets a verification condition and to output the simulated investment portfolio if the simulated investment portfolio meets the verification condition.
A graphic user interface used for a user to track a target fund, wherein the graphic user interface comprises:
- a setting button used to input the target fund, wherein a plurality of exchange traded fund (ETF) asset classes are obtained according to a fund benchmark index of the target fund, a plurality of representative ETFs are obtained according to the ETF asset classes, and a simulated investment portfolio is generated according to the representative ETFs;
- and
- a fund forecasting result button used to display an uptrend value or an overall trend of the simulated investment portfolio.
Dependencies are inferred from the claim text.