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Intelligent investment advising system

An investment advisory and intelligent technology, applied in the field of intelligent investment advisory system, can solve the problems of slow algorithm, low efficiency, large strategy loopholes, etc., to achieve the effect of high precision, reduced risk, and complete variety

Inactive Publication Date: 2017-12-26
深圳市智策科技有限公司
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AI Technical Summary

Problems solved by technology

[0002] Most of the traditional intelligent investment advisory systems use the genetic programming engine of the intelligent investment system to rely on the traditional tree representation, the algorithm is relatively slow and inefficient
However, the use of "black box" algorithms such as deep learning and neural networks to mass-produce the strategies generated by robo-advisor strategies has the risk of overfitting, resulting in the strategy generated by traditional robo-advisor systems with large loopholes and error-prone

Method used

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specific Embodiment approach

[0020] like figure 1 As shown, the system platform architecture of the intelligent investment advisory system is composed of three major parts: offline platform, online terminal and strategy cloud service center; among them, the online terminal is specifically the user subscription terminal, and the offline platform is divided into strategy The production module and the strategy operation and maintenance module, the strategy production module takes the strategy generation engine (genetic planning engine) as the central hub, connects with the market database, strategy gene library, target function library, compilation template library, and interacts with the strategy operation and maintenance module Components include strategy translation module, performance feature filter, and strategy pool.

[0021] The market data database is mainly responsible for the logical processing and classification storage functions of historical data and real-time data. On the one hand, it stores fu...

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Abstract

The invention discloses an intelligent investment advising system and relates to the field of financial systems. A strategy production engine of the intelligent investment advising system can converts multi-dimensional gene input to low-dimension genes so as to make output strategies as simple as possible. Therefore, a rule that the greatest truths are the simplest is followed in strategy development and risks of overfitting of generated strategies are reduced. In this way, unavoidable problems in volume production of intelligent investment advising strategies by utilizing black box algorithms such as depth learning and neural network are solved.

Description

technical field [0001] The invention relates to the field of financial systems, in particular to an intelligent investment advisory system. Background technique [0002] Most of the traditional intelligent investment advisory systems use the genetic programming engine of the intelligent investment system to rely on the traditional tree representation, and the algorithm is relatively slow and inefficient. However, using "black box" algorithms such as deep learning and neural networks to mass-produce robo-advisory strategies has the risk of overfitting, resulting in the strategy generated by traditional robo-advisor systems with large loopholes and error-prone. Contents of the invention [0003] The technical problem to be solved by the present invention is to provide an intelligent investment advisory system, which is an intelligent strategy production and supply platform that provides investment consultation for traders in the field of investment transactions, and can redu...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06F17/30
CPCG06F16/215G06F16/2465G06Q40/06
Inventor 杨志武张兴东吴一超
Owner 深圳市智策科技有限公司
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