Workflow
择股能力
icon
Search documents
信用账户六维投资能力分析指南
Core Viewpoint - The article introduces the "Six-Dimensional Investment Capability Analysis" feature in the Shenwan Hongyuan Shen Cai You Dao APP, aimed at helping investors manage risks in margin accounts by evaluating their investment performance across six key dimensions: profitability, risk control, return stability, timing ability, stock selection ability, and industry allocation [2][3]. Group 1: Six-Dimensional Investment Capability Analysis - The Six-Dimensional Radar Chart provides a comprehensive assessment of investment performance across six core dimensions [3]. - The analysis helps investors visualize their strengths and weaknesses in investment capabilities [3]. Group 2: Detailed Dimension Descriptions - **Profitability**: This dimension evaluates the investment return level through account yield, with higher yields indicating stronger profitability [6][9]. - **Risk Control**: Assessed based on the maximum drawdown during the investment period and any record of contract defaults, with lower drawdowns indicating better risk management [11][12]. - **Return Stability**: Calculated using the annualized volatility of the account during the investment period, with lower volatility suggesting more stable returns [15][16]. - **Timing Ability**: Judged by the trading win rate during the investment period, with higher win rates reflecting better timing skills [18]. - **Stock Selection Ability**: Evaluated through the distribution and performance of held stocks, as well as excess return rates, with higher excess returns indicating stronger stock selection [20][21][23]. - **Industry Allocation**: Displays the distribution and performance of holdings across industries, aiding in optimizing industry allocation strategies [24][25]. Group 3: Functionality and Usage - The analysis results are presented in a radar chart format, highlighting areas for improvement and providing objective suggestions for enhancement [27]. - Users can access the Six-Dimensional Investment Capability Analysis by downloading the Shenwan Hongyuan Shen Cai You Dao APP and navigating to the account analysis section [35][36].