Portfolio sector allocation method and device, server, and storage medium

An industry and hot technology, applied in the field of data analysis, can solve problems such as inability to avoid greater systemic risks and excess returns, accurate quantification, and inability to scientifically and rationally allocate stocks, so as to achieve scientific and efficient investment portfolio industry allocation and expand data dimensions. Effect

Active Publication Date: 2017-12-29
SHANGHAI YOUYANG XINMEI INFORMATION TECH CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The existing research methods for constructing stock portfolios are all analyzed from traditional market transaction data and financial data, or subjectively analyzed and judged by investment managers. These methods cannot accurately quantify the data and thinking process, and cannot accurately quantify Stocks in different industries are scientifically and reasonably matched, so it is impossible to avoid greater systemic risks and obtain stable excess returns when using stock index futures for hedging

Method used

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  • Portfolio sector allocation method and device, server, and storage medium
  • Portfolio sector allocation method and device, server, and storage medium
  • Portfolio sector allocation method and device, server, and storage medium

Examples

Experimental program
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Embodiment 1

[0029] figure 1 The flow chart of the investment portfolio industry allocation method provided by Embodiment 1 of the present invention, this embodiment is applicable to the situation where investment portfolio industry allocation is required in stock investment, and the method can be executed by the investment portfolio industry allocation device, which can It is realized by means of software / hardware. Such as figure 1 As shown, the method specifically includes:

[0030] S110. Crawling financial text data on the Internet.

[0031] In this embodiment, web crawler technology can be used to crawl financial text data in the Internet in real time, wherein, the target website for crawling financial text data can be various financial websites in the Internet, preferably the overall traffic ranking is in the front 20 mainstream financial websites. During implementation, automatic crawling of various financial text data from various financial websites on the Internet can be perfor...

Embodiment 2

[0043] On the basis of the first embodiment, this embodiment further optimizes the acquisition of hot search words and their search volumes related to the concept of the stock market from the log data of the search engine. figure 2 It is a flow chart of the investment portfolio industry allocation method provided by Embodiment 2 of the present invention, such as figure 2 As shown, the method specifically includes:

[0044] S210. Crawling financial text data on the Internet.

[0045] S220. Perform natural language processing on the search items in the log data, and extract at least one keyword related to the concept of the stock market.

[0046] In this embodiment, natural language processing technology may be used to analyze and process each search item in the log data in the search engine to obtain at least one keyword related to the stock market.

[0047]Specifically, keywords or descriptions related to stocks, investments, etc. can be obtained through historical data st...

Embodiment 3

[0061] In this embodiment, on the basis of the above-mentioned embodiments, at least one stock name related to the hot search term is extracted from the financial text data, and the correlation strength value between the hot search term and the relevant stocks is calculated , to make further optimization. image 3 It is a flow chart of the investment portfolio industry configuration method provided in Embodiment 3 of the present invention, as shown in image 3 As shown, the method specifically includes:

[0062] S310. Crawling financial text data on the Internet.

[0063] S320. Obtain hot search words and their search volumes related to the stock market concept from the log data of the search engine.

[0064] S330. Perform word segmentation on the financial text data to obtain multiple word segment phrases.

[0065] In this embodiment, natural language processing technology can be used to perform word segmentation processing on the title and text data of each financial text...

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Abstract

The embodiments of the invention disclose a portfolio sector allocation method and device, a server, and a storage medium. The portfolio sector allocation method includes the following steps: capturing financial text data on the Internet; acquiring hot search terms related to stock market concepts and the search volume thereof from log data of a search engine; extracting at least one stock name associated with the hot search terms from the financial text data, and calculating the correlation intensity value between the hot search terms and each related stock; and calculating the decision parameters for deciding the sectors to which the at least one stock name belongs according to the search volume of the hot search terms and the correlation intensity values so as to carry out sector allocation according to the decision parameters. According to the embodiments of the invention, text data on the Internet and in the search engine are analytically processed using technologies such as big data mining and natural language processing, so as to realize reasonable sector allocation. The data dimension is expanded, and the decision-making process is quantified and more scientific and efficient.

Description

technical field [0001] Embodiments of the present invention relate to data analysis technology, and in particular to a portfolio industry configuration method, device, server and storage medium. Background technique [0002] Stocks belong to different industry categories due to the different main businesses of the corresponding listed companies. Stocks in different industries usually have completely different operating trends in market operations, and stocks in the same industry usually have similar operating trends. The core problem in stock investment is to construct investment portfolio, select stocks and match the selected stocks according to reasonable weights. In the process of stock investment portfolio construction, stocks belonging to different industries can be matched. [0003] The existing research methods for constructing stock portfolios are all analyzed from traditional market transaction data and financial data, or subjectively analyzed and judged by investme...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06F17/30
CPCG06Q40/06G06F16/951
Inventor 郝竞超赵鑫
Owner SHANGHAI YOUYANG XINMEI INFORMATION TECH CO LTD
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