Unlock instant, AI-driven research and patent intelligence for your innovation.

Investment strategy rule generation method and investment strategy rule device using same

A generation method and technology of a generation device, which is applied in the field of investment strategy rule generation devices, and can solve problems such as asset reconfiguration

Pending Publication Date: 2020-05-12
IND TECH RES INST
View PDF12 Cites 0 Cited by
  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

However, such an approach does not reallocate assets according to the future forecast of the investment market

Method used

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Image

Smart Image Click on the blue labels to locate them in the text.
Viewing Examples
Smart Image
  • Investment strategy rule generation method and investment strategy rule device using same
  • Investment strategy rule generation method and investment strategy rule device using same
  • Investment strategy rule generation method and investment strategy rule device using same

Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0049] Please refer to figure 1 and figure 2 , figure 1 A functional block diagram of an investment strategy rule generating device 100 according to an embodiment of the present invention is shown, and figure 2 A flowchart illustrating a method for generating investment strategy rules according to an embodiment of the present invention.

[0050] Such as figure 1As shown, the investment strategy rule generator 100 includes an investment strategy model generator 110 and an investment strategy rule calculator 120 . The investment strategy model generator 110 and / or the investment strategy rule calculator 120 may be a circuit structure (circuit), firmware or software formed by semiconductor technology. The investment strategy model generator 110 and / or the investment strategy rule calculator 120 can be integrated into a single component, or integrated into a processor (process), such as a central processing unit (Central Processing Unit, CPU), but the embodiment of the prese...

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

PUM

No PUM Login to View More

Abstract

An investment strategy rule generation method includes the following steps that firstly, an investment strategy rule generator generates an investment strategy model according to an investment historytrend; then, a total investment return of each of N candidate investment rules is obtained by the investment strategy rule calculator, wherein each of the N candidate investment rules includes a candidate market direction rule, wherein the obtaining step includes performing an investment simulation in each of multiple time points in a time window of a time interval; then, the total investment return under the operation of the investment simulations over the time interval is calculated by the investment strategy rule calculator, and then, the candidate investment rule corresponding to the bestof the total investment returns is used as an investment strategy rule of the investment strategy model by the investment strategy rule calculator.

Description

technical field [0001] The present invention relates to an investment strategy rule generation method and an investment strategy rule generation device applying it, and relates to an investment strategy rule generation method using historical investment data and an investment strategy rule generation device applying it. Background technique [0002] Most of the current investment forecasts are based on machine learning of past market trends, and an investment model is produced accordingly. In the follow-up, a future forecast trend will be generated based on this investment model. However, the accuracy of predicting future trends cannot reach 100%, and may even be very low, which will increase investment risks. In addition, in the investment market, investors usually set a fixed investment ratio for several investment targets. For example, set 20% capital for A fund, and set 80% capital for B fund. When the index of the investment market changes, the wealth management robo...

Claims

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

Application Information

Patent Timeline
no application Login to View More
Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/04G06Q40/06
CPCG06Q10/04G06Q40/06G06Q30/0202G06F30/20G07C2209/08
Inventor 王恩慈叶吉原黄献竤蔡明耀
Owner IND TECH RES INST