Investor preference-based investment product combination recommendation method and system

Abstract

The invention discloses an investor preference-based investment product combination recommendation method and system; the method comprises the steps: carrying out the analysis of a transaction intention instruction according to a preset safety analysis rule, and calling candidate investment products from an investment product position table according to the analyzed transaction intention instruction and a preference matrix; obtaining the transaction characteristics of a single candidate investment product, taking any two candidate investment products as an investment product combination, and obtaining the relevancy of the two candidate investment products in the investment product combination according to the transaction characteristics; screening the investment product combinations according to the relevancy, and determining a pairing transaction feature matrix of the candidate investment product combinations according to transaction features of single candidate investment products in the obtained candidate investment product combinations; and screening an optimal investment product combination from the candidate investment product combinations according to a comparison result of the pairing transaction feature matrix and the preference matrix. According to the method, reasonable and effective investment suggestions are obtained by considering the preference degree of investors on investment elements.

Description

technical field [0001] The invention relates to the technical field of online product recommendation, in particular to a method and system for recommending investment product portfolios based on investor preferences. Background technique [0002] The statements in this section merely provide background information related to the present invention and do not necessarily constitute prior art. [0003] Pair trading means that investors monitor a pair of risky assets with similar historical data performance at the same time, and when there is a certain difference in price, short the one with the higher price and buy the other with the lower price at the same time, so as to build a position to form a trading portfolio. [0004] Today's financial market is rich in products. The stock market alone includes a series of financial products such as stocks, funds, and options. This makes investors have a variety of choices when investing. How to choose products for the optimal investmen...

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Problems solved by technology

[0005] On the other hand, most of the current recommendation methods are suitable for the recommendation of a single investment product. For the paired trading model, for a portfolio composed of two investment products, since the portfolio is bound with two investment products, it is necessary to consider the difference between the two investment products. The degree of correlation between them and the changes in the characteristics of the combination of the two after the transaction, while the current method of recommending a single product is not suitable for the specific scenario of the paired transaction; and the transaction information of a single investment product is isolated, and ordinary users cannot compare various investment products horizontally and comprehensively. It is impossible to accurately know the transaction situation after the combination, which increases the error rate of the investment product portfolio transaction plan;

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