Semi-automatic transaction investment tool, implementation method and transaction investment method

An implementation method and automatic trading technology, applied in software engineering design, structured data retrieval, creation/generation of source code, etc., can solve problems such as ignorance of technology, waste of time and money, and inability to meet investment benefits

Pending Publication Date: 2021-04-30
上海鎏量科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

Moreover, these strategies basically exist in an encrypted form, and public investors have no way of knowing their principles and methods. Using such black-box strategies often easily leads to uncontrollable risks
This not only wastes a lot of time and money of investors, but also seriously interferes with the healthy development of the domestic financial secondary trading market
[0006] In reality, such a situation is common. People who understand technology can develop tools but do not understand investment, and cannot adapt to investment to benefit from investment. However, people who understand investment do not understand technology and cannot develop tools for automated operations. For most people For those who do not understand advanced investment or technology, they are even more unable to develop and realize automated investment by themselves.
However, there are obvious defects in purely automated trading, that is, the corresponding strategies cannot be flexibly adopted according to the specific market trend, and personnel cannot participate in it.

Method used

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  • Semi-automatic transaction investment tool, implementation method and transaction investment method
  • Semi-automatic transaction investment tool, implementation method and transaction investment method
  • Semi-automatic transaction investment tool, implementation method and transaction investment method

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0047] A semi-automatic trading investment tool, the semi-automatic trading investment tool includes:

[0048] The server is used to access the market and build the data analysis strategy algorithm according to the market;

[0049] The server includes processing equipment for processing various types of data, as well as the acquired data such as existing or newly formulated analysis strategies for each market, as well as quantitative engineers who implement functions. The quantitative engineers develop large-scale packages according to market conditions and data. policy code template.

[0050] In practical applications, there are multiple data analysis strategy algorithms, and the multiple data analysis strategy algorithms respectively correspond to different demand acquirers for acquiring different user strategy requirements. For example, data analysis strategy algorithms include shock, trend, reversal, breakthrough, support pressure, etc. Trend refers to the unilateral cont...

Embodiment 2

[0108] like figure 1 As shown in the figure, a method for realizing a semi-automatic trading investment tool includes the following steps:

[0109] Step S1: construct a data analysis strategy algorithm according to market conditions;

[0110] Quantitative engineers develop a large number of packaged strategy code templates based on market conditions and data, and summarize a variety of data analysis strategy algorithms, including shock type, trend type, reversal type, breakthrough type, support pressure type, etc. This implementation For example, according to the above definition, at least five data analysis strategy algorithms can be formed: "trend device", "oscillator", "reversal device", "breakout device" and "support pressure device". This embodiment takes a trender as an example for description. The data analysis strategy algorithm is composed of a plurality of encapsulated strategy code templates according to the strategy logic, wherein the parameters, conditions and p...

Embodiment 3

[0134] like Figure 4 As shown, a transaction investment method is realized based on the above-mentioned semi-automatic transaction investment tool, and the transaction investment method includes the following steps:

[0135] Step S10: select the required data analysis strategy algorithm at the front end;

[0136] Step S20: inputting policy requirements through the front-end requirement acquirer;

[0137] Step S30 : issue an execution instruction to allow the background to execute the automated strategy generated according to the strategy requirement and the data analysis strategy algorithm for automatic trading investment.

[0138] In practical application, the transaction investment method further includes the following steps:

[0139] Step S40: When executing in the background, perform operations on the front end to modify the automation strategy or stop executing the automation strategy.

[0140] The modification authority of the strategy core algorithm is provided to i...

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Abstract

The invention discloses a semi-automatic transaction investment tool, which comprises: a server which is used for accessing market information and constructing a data analysis strategy algorithm according to the market information; a front end which is used for UI interface display and comprises a demand acquirer capable of acquiring user strategy demands; a strategy generator which is used for combining the user strategy demand obtained from the front end with a data analysis strategy algorithm to generate an automatic strategy capable of realizing automatic transaction investment; and a strategy executor which communicates with the server and the front end and is used for executing an automatic strategy according to market conditions to carry out automatic transaction investment. The invention further discloses a semi-automatic transaction investment tool implementation method and a transaction investment method. A user is allowed to flexibly modify limiting conditions in a data analysis strategy algorithm after autonomously analyzing market information, automatic transaction of a computer according to strategies and index conditions can be achieved without compiling any code, and a man-machine integration investment mode based on the strategies and the index conditions is truly achieved.

Description

technical field [0001] The invention relates to the technical field of programmed transactions, in particular to a semi-automatic transaction investment tool, an implementation method and a transaction investment method. Background technique [0002] Investment, as a unique behavior of human beings, has existed in human society for thousands of years. Since Charles Dow first proposed the "Dow Theory" in the late 19th century, investment science has gradually entered the era of quantification from subjective assumptions. , a large number of new investment methods and theories came into being. After the development of modern computer technology, the quantitative investment method has also ushered in its heyday, which is represented by the "Renaissance Fund" led by James Simmons, which has an average annual compound interest of 35% for 20 consecutive years. Yields are known to the world, and Buffett's returns were only 20% over the same period. Unlike most funds, which are he...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F8/20G06F8/34G06F8/38G06F3/0484G06F16/25G06F16/28G06F16/2458G06Q40/06
CPCG06F3/0484G06F3/04845G06F8/20G06F8/34G06F8/38G06Q40/06G06F16/2477G06F16/252G06F16/284
Inventor 纪中彬
Owner 上海鎏量科技有限公司
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