A method and system for generating stock interface adaptive to user characteristics

By dynamically adjusting the position and display effect of the stock software interface section, and generating a personalized interface based on user behavior and portrait characteristics, the problems of interface complexity and difficulty in personalized adjustment in the existing technology are solved, and the user experience is improved.

CN119415212BActive Publication Date: 2025-05-02HANGZHOU ZHONGZHUO INFORMATION TECH CO LTD
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Patent Information

Application Number
CN202510023106.1
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2025-01-07
Publication Date
2025-05-02
Estimated Expiration
2045-01-07

AI Technical Summary

Technical Problem

The existing stock software interface is too complex and chaotic to quickly adapt to user needs, resulting in a decrease in user experience and the inability to personalize the interface section.

Method used

By generating interface templates and dynamically adjusting the position and display effect of the initial section based on user behavior characteristics and portrait characteristics, to generate a personalized optimization section.

Benefits of technology

It realizes personalized interface display for different users, improves user experience, and reduces the time and energy of user custom adjustment.

✦ Generated by Eureka AI based on patent content.

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Abstract

The present application relates to the technical field of stock systems, and in particular to a method and system for generating a stock interface that is adaptive to user characteristics, which includes: generating an interface template, and adding all preset initial panels to the interface template; generating initial values ​​corresponding to each initial panel, and storing the initial values ​​in a value pool corresponding to each initial panel; obtaining user behavior characteristics, calculating single parameter values ​​and multiple parameter ratios according to the user behavior characteristics, and generating value gain amounts; adding the value gain amounts to the value pool based on the target objects corresponding to the user behavior characteristics; obtaining user portrait characteristics, and selecting an interface adjustment scheme based on the user portrait characteristics; adjusting several initial panels in the interface template according to the interface adjustment scheme combined with each value pool to obtain several optimized panels; and graphically processing the interface template with several optimized panels and issuing it for display. The present application has the effect of realizing the display of personalized stock software interfaces for different users.
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Description

Technical Field

[0001] The present application relates to the technical field of stock systems, and in particular to a method and system for generating a stock interface that is adaptive to user characteristics. Background Art

[0002] Currently, investors often make online stock investments through mobile software. When users use stock software, a large number of stock sections often appear on the software interface. Users can use the corresponding sections for stock investment, consultation and inquiry according to their needs.

[0003] With the continuous development of informatization and technology, the functions, fields, and fragmented information covered by stock investment software are increasing. While providing investors with comprehensive and full-process stock investment assistance, it also makes the current stock software interface too complicated and confusing. Users often cannot quickly get started with the software functions, and cannot accurately obtain the required functional feedback, which greatly reduces the user experience.

[0004] In current technology, stock software interfaces often have customization and recommendation functions. Customization means that users can decide by themselves which functions they want to keep or remove on the software interface. The recommendation function means that the system can recommend highly popular stock details or information to users based on the content that most users in the system are interested in.

[0005] However, the above technology requires users to spend time and energy to adjust the function modules themselves. At the same time, no matter whether users use customization or recommendation, they cannot refer to the user's own personalized behavioral characteristics, and cannot ensure that the function modules generated when users open the software interface are what they need or want to use. Summary of the invention

[0006] In order to realize personalized stock software interface display for different users, the present application provides a method and system for generating a stock interface that is adaptive to user characteristics.

[0007] In a first aspect, the present application provides a method for generating a stock interface that is adaptive to user characteristics, using the following technical solution:

[0008] A method for generating a stock interface adaptive to user characteristics comprises the following steps:

[0009] Generate an interface template, and add all preset initial panels to the interface template;

[0010] Generate an initial value corresponding to each of the initial blocks, and store the initial value in a value pool corresponding to each of the initial blocks;

[0011] Acquire user behavior characteristics, calculate single parameter values ​​and multiple parameter ratios according to the user behavior characteristics, and generate value gain amounts according to the single parameter values ​​and the multiple parameter ratios;

[0012] Adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior feature;

[0013] Acquire user portrait features, and select an interface adjustment solution based on the user portrait features;

[0014] According to the interface adjustment scheme and in combination with each of the value pools, position adjustment and / or display adjustment are performed on a plurality of the initial panels in the interface template to obtain a plurality of optimized panels;

[0015] The interface templates having several optimized sections are subjected to graphic processing and sent down for display.

[0016] In some embodiments, generating the initial value corresponding to each of the initial blocks includes the following steps:

[0017] Acquire the type of the initial plate to set a base value, wherein the type includes a fixed plate and a floating plate;

[0018] Acquiring the functional contents of each of the initial sectors and extracting functional data from the functional contents, and defining a first evaluation factor according to the degree of correlation between the functional data and the stock buying and selling tendency;

[0019] Obtaining the historical click volume of each of the initial sections, and defining a second evaluation factor based on the historical click volume;

[0020] Obtaining the update frequency of each of the initial plates, and calculating the update potential value corresponding to each of the initial plates in combination with the expert database to define it as the third evaluation factor;

[0021] A base value floating amount is generated based on the first rating factor, the second rating factor, and the third rating factor and added to each of the base values ​​to calculate the initial value.

[0022] In some embodiments, obtaining user behavior characteristics and calculating single parameter values ​​and multiple parameter ratios according to the user behavior characteristics include the following steps:

[0023] Monitor user behavior and define the user's action time, action object, and action content as user behavior characteristics;

[0024] The single parameter values ​​generated based on the user behavior characteristics include: buying time t1, selling time t2, browsing time t3, stay time t4, number of purchases x1, number of sales x2, number of clicks x3, object template y;

[0025] The multiple parameter ratios generated based on the user behavior characteristics include: a first time ratio tr1, a second time ratio tr2, a third time ratio tr3, a first quantity ratio xr1, a second quantity ratio xr2, a first conversion ratio lr1, and a second conversion ratio lr2;

[0026] Among them, tr1=t1 / t2, tr2=t3 / (t1+t2), tr3=t4 / (t1+t2), xr1=x1 / x2, xr2=x3 / (x1+x2), lr1=(t3+t4) / (x1+x2), lr2=(t1+t2) / x3.

[0027] In some embodiments, generating a value gain amount according to the single parameter value and the multiple parameter ratios comprises the following steps:

[0028] Retrieve the preset value gain list;

[0029] Match the value gain unit parameter corresponding to each of the single parameter values ​​and each of the multiple parameter ratios in the value gain list according to the object plate y;

[0030] The value gain unit parameter is multiplied by the corresponding single parameter value and the multiple parameter ratios and the sum is taken to calculate the value gain amount.

[0031] In some of the embodiments, before adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior feature, the following steps are also included:

[0032] Passively or actively generate hotspot capture tasks;

[0033] Generate a preset historical duration in the hotspot capture task, and capture the heat increment of each of the initial sections in the preset historical duration, wherein the heat increment is at least composed of click increment, browse increment, like increment, comment increment, and buy and sell increment;

[0034] A corresponding dynamic gain amount is generated based on the heat increment, and the dynamic gain amount is added to the value pool of the corresponding initial section.

[0035] In some embodiments, passively generating or actively generating a hotspot capture task includes the following steps:

[0036] When the user's behavior is monitored, a hotspot capture task is actively generated;

[0037] When the user's behavior is not monitored, a hotspot capture task is passively generated at a fixed time;

[0038] Among them, if there are both active generation and passive generation in the preset time length, the hotspot capture task is only generated once.

[0039] In some embodiments, obtaining user portrait features and selecting an interface adjustment scheme based on the user portrait features include the following steps:

[0040] Generate user profile features based on the user's age, gender, occupation, city, asset size, investment time, investment preferences, and usage tendencies;

[0041] One or a combination of simple mode, comprehensive mode, amateur mode and professional mode is selected according to the user portrait characteristics, and based on the selected mode, the matching interface adjustment solution is retrieved from the preset solution library.

[0042] In some of the embodiments, the position and / or display of several initial panels in the interface template are adjusted according to the interface adjustment scheme in combination with each of the value pools to obtain several optimized panels, including the following steps:

[0043] In the simple mode, only the fixed blocks are retained in the interface template and a number of the fixed blocks are sorted from high to low according to the value in the value pool;

[0044] In the comprehensive mode, all the initial blocks are retained in the interface template, and a number of the initial blocks are sorted from high to low according to the value in the value pool;

[0045] In the amateur mode, the fixed plate and a number of floating plates in the value pool whose values ​​are higher than a first preset value are retained in the interface template, and are sorted from high to low according to the values ​​in the value pool;

[0046] In the professional mode, a number of the initial sections in the value pool whose values ​​are higher than a second preset value are retained in the interface template, and are sorted from high to low according to the values ​​in the value pool.

[0047] In some of the embodiments, the interface templates having a plurality of the optimized sections are graphically processed and sent down for display, further comprising the following steps:

[0048] Processing the interface template graphically and displaying it on a first page;

[0049] Adding a jump mark in the first page, and generating an independent additional page template associated with the triggering of the jump mark;

[0050] Adding a number of the initial sections not displayed in the interface template to the additional page template and sorting them from high to low according to the values ​​in the value pool, and performing graphic processing on the additional page template to generate a hidden second page;

[0051] Wait for the jump flag to be triggered to convert the displayed first page into a second page and display it.

[0052] In the second aspect, the present application provides a stock interface generation system that is adaptive to user characteristics, using the following technical solutions:

[0053] A stock interface generation system that is adaptive to user characteristics is used to implement the above method.

[0054] The technical solution provided by the embodiments of the present application has the following technical effects:

[0055] Values ​​are assigned to several functional modules that can be displayed in the interface and the values ​​are changed in real time. The changes in value depend on the behavioral actions taken by users when using the software system. Different behavioral actions correspond to different value gains for different modules. In this way, personalized behavior-value conversion of users is obtained by continuously capturing user behavior characteristics. The importance of different modules to users can be dynamically known. At the same time, personalized interface adjustment plans can be formulated through user portrait analysis. On the basis of the personalized plan, the position or display effect of each module is adjusted in combination with the value importance of each module to the user. In this way, users do not need to customize the display interface themselves, and the personalized module display effect required by the user can also be generated on the interface. BRIEF DESCRIPTION OF THE DRAWINGS

[0056] Figure 1 It is a schematic diagram of the steps of a method for generating a stock interface adaptive to user characteristics provided in this embodiment. DETAILED DESCRIPTION

[0057] To more clearly understand the purpose, technical solutions and advantages of the present application, the present application is described and illustrated below in conjunction with the accompanying drawings and embodiments. However, it should be understood by those of ordinary skill in the art that the present application can be implemented without these details. In some cases, in order to avoid unnecessary descriptions that make the various aspects of the present application obscure, the well-known methods, processes, systems, components and / or circuits that have been described at a higher level will not be described in detail. For those of ordinary skill in the art, it is obvious that various changes can be made to the embodiments disclosed in the present application, and without departing from the principles and scope of the present application, the general principles defined in the present application can be applied to other embodiments and application scenarios. Therefore, the present application is not limited to the embodiments shown, but conforms to the broadest scope consistent with the scope claimed for protection of the present application.

[0058] It should be noted that the description of these embodiments is used to help understand the present invention, but does not constitute a limitation of the present invention. In addition, the technical features involved in each embodiment of the present invention described below can be combined with each other as long as there is no conflict between them.

[0059] In the description of this application, "several" means one or more, "more" means more than two, "greater than", "less than", "exceed", etc. are understood to exclude the number itself, and "above", "below", "within", etc. are understood to include the number itself. If there is a description of "first" or "second", it is only used to distinguish the technical features, and cannot be understood as indicating or implying relative importance or implicitly indicating the number of the indicated technical features or implicitly indicating the order of the indicated technical features.

[0060] In the description of the present application, the description with reference to the terms "one embodiment", "some embodiments", "illustrative embodiments", "examples", "specific examples", or "some examples" means that the specific features, structures, materials, or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present application. In this specification, the schematic representations of the above terms do not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials, or characteristics described may be combined in any one or more embodiments or examples.

[0061] like Figure 1 As shown, the embodiment of the present application discloses a method for generating a stock interface adaptive to user characteristics, comprising the following steps:

[0062] S100, generating an interface template, and adding all preset initial panels to the interface template.

[0063] The interface template is a blank template, to which a number of functional modules with different display contents for providing different stock information or functions are added.

[0064] First, add all the sections that the system can support to the interface template, and define these sections as initial sections. The initial sections do not need to be sorted when added.

[0065] S200, generating an initial value corresponding to each initial block, and storing the initial value in a value pool corresponding to each initial block.

[0066] First, we obtain the initial value corresponding to each initial sector. The value is represented by the investment assistance, investment management, and investment promotion capabilities of a sector for users with different behavior profiles. The initial value is represented by the relatively balanced value of different sectors when facing the public. Generally speaking, sectors that are important to all users, such as current asset management, stock recommendations, and stock trend analysis, have higher initial values.

[0067] Each initial section has a corresponding and independent value pool, which is used to store the value of the corresponding initial section. The stored value includes its initial value and the subsequent value gain brought about by different user behaviors.

[0068] S300, obtaining user behavior characteristics, calculating single parameter values ​​and multiple parameter ratios according to the user behavior characteristics, and generating value gain amounts according to the single parameter values ​​and multiple parameter ratios.

[0069] The behavior characteristics of users are obtained through the behavior logic, behavior results and behavior objects of the users when using the software system, and the single parameter value and multiple parameter ratio corresponding to each behavior are calculated through different behavior characteristics. Among them, the behavior is characterized by the user's actions such as clicking, browsing, buying and selling in the software.

[0070] A single parameter value is characterized by the behavior impact value brought by a parameter object corresponding to a behavior, and a multiple parameter ratio is characterized by the behavior impact value brought by the combined comparison of multiple parameter objects corresponding to a behavior.

[0071] The value gain that a user's behavior characteristics can bring to the section they operate or use is comprehensively evaluated through single parameter values ​​and multiple parameter ratios.

[0072] Among them, in the stage of obtaining user behavior characteristics, the software interface operated by the user adds the interface style of the initial block to the interface template. The user's user behavior characteristics are collected for a period of time, and then the initial blocks will be adjusted according to the real-time value changes of different initial blocks.

[0073] S400, adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior characteristics.

[0074] According to the target sector in which the user performs the behavior, the value gain calculated from the user behavior characteristics corresponding to the behavior is added to the value pool corresponding to the target sector, so that the total amount of value in the value pool changes continuously with the user's behavior in using the software system.

[0075] S500, obtaining user portrait features, and selecting an interface adjustment solution based on the user portrait features.

[0076] User portrait is an information-based description of the user after collecting and analyzing the user's basic information, usage habits, usage purposes, etc.

[0077] By analyzing the user portrait characteristics, we can analyze the habits and needs of different users in using the software system, and then choose different display modes based on the habits and needs. Each display mode corresponds to a different interface adjustment solution.

[0078] S600: According to the interface adjustment scheme and in combination with each value pool, position adjustment and / or display adjustment are performed on a number of initial panels in the interface template to obtain a number of optimized panels.

[0079] Several initial sections in the interface template are adjusted through an interface adjustment plan that matches the display mode of the analyzed user needs. The adjustment is made based on the total value in the value pool of each initial section. The adjustment method includes adjusting the position of each initial section and whether each initial section is displayed on the homepage. After the adjustment, the remaining initial sections displayed in the interface template are defined as optimized sections.

[0080] S700, performs graphic processing on the interface templates of several optimized panels and sends them for display.

[0081] The interface templates with several optimization sections are subjected to graphic processing, such as rendering, element production, testing, optimization, etc. After the graphic processing is completed, the processed interface is sent down and displayed on a display screen.

[0082] Among them, it should be noted that every time the user uses the software system for a period of time, the above method may cause the position or display of each section in the interface to be adjusted. In the above method, the adjustment display of the interface is only performed when the user is not using the software system or the software system is in the background. When the user is using the software system, the interface will not be optimized and adjusted.

[0083] Through the above steps, values ​​are assigned to several functional modules that can be displayed in the interface and the values ​​are changed in real time. The changes in value depend on the behavioral actions taken by users when using the software system. Different behavioral actions correspond to different value gains for different modules. In this way, the personalized behavior-value conversion of users is obtained by continuously capturing the characteristics of user behavior. The importance of different modules to users can be dynamically known. At the same time, personalized interface adjustment plans can be formulated through user portrait analysis. On the basis of the personalized plan, the position or display effect of each module is adjusted in combination with the value importance of each module to the user. In this way, users do not need to customize the display interface themselves, and the personalized module display effect required by the user can also be generated on the interface.

[0084] In some other embodiments, generating the initial value corresponding to each initial block includes the following steps:

[0085] S210, obtaining the type of the initial plate to set a basic value.

[0086] The types include fixed sections and floating sections. Fixed sections are those that are necessary for stock software and must be used by most users, such as stock trends and asset management, while floating sections are those that are not necessary for stock software and not must be used by most users, such as stock information and expert consultation.

[0087] Different types of blocks have different corresponding basic prices. The blocks that are necessary for most users have a larger basic value because they meet the needs of most users and most usage scenarios. The blocks that are not necessary for most users have a relatively lower basic value.

[0088] S220, obtaining the functional contents of each initial sector and extracting functional data from the functional contents, and defining a first evaluation factor according to the degree of correlation between the functional data and the stock buying and selling tendency.

[0089] Each initial section corresponds to a title and a functional description. These pieces of information are all used as functional content. Natural language analysis is used to obtain functional data corresponding to different functional contents. The functional data is used to characterize what the section is specifically used for.

[0090] The extracted functional data is associated with the stock buying and selling tendencies, and the degree of association is determined. The higher the degree of association, the more relevant the function is to stock buying and selling. For example, stock trends, hot stock recommendations, stock market information, etc. The functions of these sections help users to buy and sell stocks, so the degree of association is high.

[0091] The first evaluation factor is defined according to different correlation degrees, and the first evaluation factor is proportional to the correlation degree.

[0092] S230, obtaining the historical click volume of each initial section, and defining a second evaluation factor based on the historical click volume.

[0093] Obtain the number of clicks on each initial section by other users of the software system in the past. The more historical clicks, the more popular the initial section is and the more users choose to use it, which means the higher the demand for the software users is. Therefore, the second evaluation factor is defined based on the historical clicks. The more historical clicks, the larger the corresponding second evaluation factor.

[0094] S240, obtaining the update frequency of each initial section, and calculating the update potential value corresponding to each initial section in combination with the expert database to define it as the third evaluation factor.

[0095] The update frequency is characterized by the frequency with which the content in different initial sections is updated. For example, the data of each stock in the section of the market center is updated in seconds or milliseconds, the stock information or newsletters in the information section may be updated in minutes or hours, and the market research section may be updated weekly or monthly. Different update frequencies can represent the activity and update timeliness of a section. The more active the section, the more updated content, the more user visits and user requests it can receive, and the greater the potential value it can provide to users.

[0096] Therefore, by obtaining the update frequency of each initial section, combined with the potential value orders corresponding to each update of different sections stored in the expert database, the update potential value is calculated, and the update potential value is defined as the third evaluation factor. The third evaluation factor is proportional to the update potential value.

[0097] S250 , generating a base value floating amount based on the first assessment factor, the second assessment factor, and the third assessment factor and adding it to each base value to calculate an initial value.

[0098] The first assessment factor, the second assessment factor and the third assessment factor are comprehensively calculated to obtain the floating amount of the basic value. The larger the three assessment factors are, the greater the static value help of this sector is, and the larger the corresponding floating amount of the basic value is. By adding the floating amount of the basic value to the basic value, the initial value corresponding to each initial sector can be calculated.

[0099] In some other embodiments, obtaining user behavior characteristics and calculating single parameter values ​​and multiple parameter ratios according to the user behavior characteristics include the following steps:

[0100] S310, monitoring the user's behavior and defining the user's action time, action object, and action content as user behavior characteristics.

[0101] Monitor user behavior, including the specific content of users' actions, such as clicking, browsing, liking, commenting, forwarding, buying and selling, the object corresponding to the action, such as a specific section, and the time when the user performs the action.

[0102] The above monitored behavior data is used as user behavior characteristics.

[0103] S320, the single parameter values ​​generated based on the user behavior characteristics include: buying time t1, selling time t2, browsing time t3, staying time t4, number of purchases x1, number of sales x2, number of clicks x3, and object template y.

[0104] The above independent single parameters are obtained specifically through user behavior characteristics. Buying time t1 represents the total time that users buy stocks through behavior, selling time t2 represents the total time that users sell stocks through behavior, browsing time t3 represents the time that users browse the content of a certain section, stay time t4 represents the time that users stay in a certain section, the number of purchases x1 represents the total price number of stocks bought by users, the number of sales x2 represents the total price number of stocks sold by users, the number of clicks x3 represents the number of times users click on a certain section, and the object section y represents the section applied by the user's behavior.

[0105] S330, multiple parameter ratios generated based on user behavior characteristics include: a first time ratio tr1, a second time ratio tr2, a third time ratio tr3, a first quantity ratio xr1, a second quantity ratio xr2, a first conversion ratio lr1, and a second conversion ratio lr2.

[0106] Among them, tr1=t1 / t2, tr2=t3 / (t1+t2), tr3=t4 / (t1+t2), xr1=x1 / x2, xr2=x3 / (x1+x2), lr1=(t3+t4) / (x1+x2), lr2=(t1+t2) / x3.

[0107] The multiple parameter ratio is characterized as the result obtained by combining and comparing different single parameters. It is used to integrate multiple different types of data to find the influence relationship between multiple different behavioral contents.

[0108] The first time ratio tr1 is used to characterize the ratio of the time invested in buying and selling in user behavior, the second time ratio tr2 is used to characterize the ratio of the user's browsing time to the time the user engages in buying and selling behavior, the third time ratio tr3 is characterized by the ratio of the user's residence time to the time the user engages in buying and selling behavior, the first quantity ratio xr1 is characterized by the ratio of the value of stocks bought by users to the value of stocks sold by users, the second quantity ratio xr2 is characterized by the ratio of the number of clicks on each section by users to the total value of stocks bought and sold by users, the first conversion ratio lr1 is characterized by the equivalent conversion ratio of the time users spend browsing and staying into the value of stock buying and selling, and the second conversion ratio lr2 is characterized by the equivalent conversion ratio of the time users invest in buying and selling to the number of clicks made by users.

[0109] Among them, it should be noted that, depending on the different contents and objects of user actions, there may be some single parameter values ​​or some multiple parameter ratios in each behavior that do not need to be calculated. For example, if the user does not buy or sell stocks, but only browses stock information through the software system, then data such as t1, t2, x1, x2, tr1, etc. do not need to be calculated.

[0110] In some other embodiments, generating a value gain amount according to a single parameter value and a multi-parameter ratio includes the following steps:

[0111] S410, retrieving a preset value gain list.

[0112] The value gain list is prepared in advance by the developers of the software system through testing and experimentation to obtain data, and stores the value gain unit parameters corresponding to single parameter values ​​and multiple parameter ratios corresponding to different numerical values ​​in different sections.

[0113] For example, for sector x, when the purchase time is t, the value gain it can contribute per unit time.

[0114] S420, matching the value gain unit parameters corresponding to each single parameter value and each multi-parameter ratio in the value gain list according to the object plate y.

[0115] The object plate y corresponding to the user behavior is used to find the data list corresponding to the corresponding plate in the value gain list, and the corresponding parameters in the list are matched according to the single parameter value and multiple parameter ratio corresponding to the object plate to calculate the value gain unit parameters corresponding to different data.

[0116] S430, multiplying the value gain unit parameter with its corresponding single parameter value and multi-parameter ratio and summing them up to calculate the value gain amount.

[0117] Multiply each single parameter value and each multi-parameter ratio with the corresponding value gain unit parameter to calculate the value gain unit quantity corresponding to each single parameter value and each multi-parameter ratio, and add up several value gain unit quantities to calculate the overall value gain quantity of the user behavior characteristics.

[0118] In some other embodiments, before adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior characteristics, the following steps are also included:

[0119] S440, passively or actively generate a hotspot capture task.

[0120] Before adding the value gain to the value pool, the value in the value pool needs to be further considered and adjusted.

[0121] The hotspot capture task is characterized by capturing and analyzing various historical data in historical time to determine the past popularity of each section, which is obtained from the behavior of all other users in the software system.

[0122] S441, generating a preset historical duration in the hotspot capturing task, and capturing the heat increment of each initial section in the preset historical duration.

[0123] In this task, first set a capture time range, which can be the historical duration of the past hour, and obtain the heat increment of different sections in this historical duration. The heat increment is composed of at least click increment, browse increment, like increment, comment increment, and buy and sell increment.

[0124] For example, in one hour of history, the stock market information module was clicked by x people and browsed y times, and z people bought stock a in the stock market center.

[0125] S442, generating a corresponding dynamic gain amount based on the heat increment, and adding the dynamic gain amount to the value pool of the corresponding initial section.

[0126] The more times a sector is clicked, browsed, and bought and sold in the historical market, the more active the sector is in the historical market, and the greater the increase in its popularity.

[0127] Based on the heat increment, the dynamic gain corresponding to each different sector in the historical time is generated, and the dynamic gain is added to the value pool corresponding to the sector in real time. In this way, the initial value of different sectors can be adjusted according to the activity level of different sectors in the historical time.

[0128] In some other embodiments, passively or actively generating a hotspot capture task includes the following steps:

[0129] S4401, when the user's behavior is monitored, a hotspot capture task is actively generated.

[0130] S4402, when the user's behavior is not monitored, a hotspot capture task is passively generated at a fixed time.

[0131] There are two ways to trigger the hotspot capture task. When user behavior is monitored, such as user login, click, slide, etc., a hotspot capture task is actively generated; when the user does not use the system software for a long time, the system can passively perform a hotspot capture task every 10 to 30 minutes.

[0132] Through the dual triggering method, each time the user uses the system software, the adjusted panel of the dynamic gain of value based on the hot spot capture task can be displayed on the interface.

[0133] Among them, if there are both active generation and passive generation in the preset duration, only one hotspot capture task is generated.

[0134] When a user initiates an action to actively trigger a hotspot capture task and the task is repeated with the hotspot capture task passively generated by the system, in order to reduce the amount of redundant data processing by the system, only one hotspot capture task is generated.

[0135] In some other embodiments, obtaining user portrait features and selecting an interface adjustment solution based on the user portrait features includes the following steps:

[0136] S510, generating user portrait features according to the user's age, gender, occupation, city, asset size, investment time, investment preference, and usage tendency.

[0137] User portrait features are obtained through the information and survey documents filled out by the user when registering an account, which include the user's age, occupation, usage habits, usage purpose, investment size, etc., so as to depict the overall static characteristics of the user.

[0138] This allows users to be divided into different groups through portraits, such as the elderly (who have a weak ability to accept smart devices), young people (who have a strong ability to accept smart devices), amateur investors, professional investors, investment assistance users, and investment management users.

[0139] S520, selecting one or a combination of the simple mode, comprehensive mode, amateur mode and professional mode according to the user portrait characteristics, and calling a matching interface adjustment solution from a preset solution library based on the selected mode.

[0140] The user's ability to use the software, the amount and expertise of the investment, the habits of using the software, and other information are analyzed through user portrait features. A personalized mode is selected for the user based on the above information, and the corresponding interface adjustment plan is matched in the preset solution library based on the analyzed personalized mode.

[0141] In some other embodiments, the position and / or display of several initial panels in the interface template are adjusted according to the interface adjustment scheme in combination with each value pool to obtain several optimized panels, including the following steps:

[0142] S610, in the simple mode, only the fixed blocks are retained in the interface template and the fixed blocks are sorted from high to low according to the value in the value pool.

[0143] The simple mode is suitable for the elderly or those who require a simple interface. In this mode, only fixed panels are retained in the interface template, and the remaining floating panels are not displayed in the interface template.

[0144] At the same time, the fixed sectors are sorted by the value in the value pool, with the high value first and the low value last. In this mode, users can see a simpler and more concise interface, and the modules displayed in the interface are all necessary for stock investment.

[0145] S620, in the comprehensive mode, retain all initial blocks in the interface template, and sort the initial blocks from high to low according to the value in the value pool.

[0146] The comprehensive mode is suitable for young users or users who are using this type of software for the first time. In this mode, all initial sections are retained in the interface template, and several initial sections are sorted according to the value in the value pool.

[0147] In this way, people with strong information reception ability and new users who need to have a preliminary understanding of all the functions of the software can see all the function panels on the interface, and the more important panels will be displayed at the front.

[0148] S630, in the amateur mode, retaining fixed plates and floating plates in a plurality of value pools whose values ​​are higher than a first preset value in the interface template, and sorting them from high to low according to the values ​​in the value pools.

[0149] Amateur mode is suitable for amateur stock investors. This group of people have certain knowledge and usage experience of stock investment software, and they also have certain demand awareness for stock investment software. For this type of users, the corresponding amateur mode will retain all fixed panels and floating panels with values ​​higher than the first preset value in the interface template, and sort these panels according to their value.

[0150] For this type of user, all fixed blocks corresponding to their basic needs need to be retained, while floating blocks with auxiliary functions can be selectively retained based on the value assigned by the user's behavioral characteristics.

[0151] S640, in the professional mode, retaining a number of initial blocks in the value pool whose values ​​are higher than the second preset value in the interface template, and sorting them from high to low according to the values ​​in the value pool.

[0152] The professional mode is suitable for professional stock investors. Such users are more proficient in stock software and spend more time and frequency using such software. After a large number of user behaviors, such users have a clearer understanding of the functional modules required by the software. In the professional mode, only the initial modules with a value higher than the second preset value can be retained in the interface template. Such modules are characterized by extremely frequent use by users and a very long time of use, while the remaining modules that are not frequently used and therefore have lower value do not need to be displayed.

[0153] In some other embodiments, the interface template having a plurality of optimized sections is graphically processed and sent down for display, further comprising the following steps:

[0154] S710, performing graphic processing on the interface template and displaying it as a first page.

[0155] The adjusted interface template is displayed on the display end after graphic processing. The interface corresponding to the interface template is defined as the first page, and the first page is characterized as the initial interface when the user goes online and uses it without any operation.

[0156] S720: Add a jump mark to the first page, and generate an independent additional page template associated with the jump mark.

[0157] At the same time, a striking jump mark is added to one side of the first page, and an independent additional page template is generated and associated with the jump mark. After the association, as long as the user clicks the jump mark, the jump instruction can be triggered to jump to the additional page template.

[0158] S730, adding several initial sections not displayed in the interface template to the additional page template and sorting them from high to low according to the value in the value pool, and performing graphic processing on the additional page template to generate a hidden second page.

[0159] S740, waiting for the jump mark to be triggered to convert the displayed first page into a second page and display it.

[0160] Add all the initial sections that are not displayed in the interface template to the additional page template and arrange them in descending order according to the value in the value pool.

[0161] After adding and adjusting, the template is subjected to graphic processing to obtain a second page, which is in a hidden state when not triggered by a jump instruction, and when the jump instruction is triggered, the currently displayed first page is transformed into the displayed second page.

[0162] The embodiment of the present application also discloses a stock interface generation system that is adaptive to user characteristics, which is used to implement the above method.

[0163] The implementation principle is:

[0164] Values ​​are assigned to several functional modules that can be displayed in the interface and the values ​​are changed in real time. The changes in value depend on the behavioral actions taken by users when using the software system. Different behavioral actions correspond to different value gains for different modules. In this way, personalized behavior-value conversion of users is obtained by continuously capturing user behavior characteristics. The importance of different modules to users can be dynamically known. At the same time, personalized interface adjustment plans can be formulated through user portrait analysis. On the basis of the personalized plan, the position or display effect of each module is adjusted in combination with the value importance of each module to the user. In this way, users do not need to customize the display interface themselves, and the personalized module display effect required by the user can also be generated on the interface.

[0165] It should be understood that although the steps in the flowchart of the accompanying drawings are shown in sequence according to the instructions of the arrows, these steps are not necessarily performed in the order indicated by the arrows. Unless otherwise clearly stated in this document, the execution of these steps is not strictly limited in order and can be performed in other orders.

[0166] The above are all preferred embodiments of the present application, and the protection scope of the present application is not limited thereto. Therefore, any equivalent changes made according to the structure, shape, and principle of the present application should be included in the protection scope of the present application.

Claims

1. A method for generating a stock interface that is adaptive to user characteristics, characterized in that: The following steps are involved: Generate an interface template, and add all preset initial panels to the interface template; Generate an initial value corresponding to each of the initial blocks, and store the initial value in a value pool corresponding to each of the initial blocks; Obtain user behavior characteristics, and calculate single parameter values ​​and multiple parameter ratios based on the user behavior characteristics. Specifically, Monitor user behavior and define the user's action time, action object, and action content as user behavior characteristics; The single parameter values ​​generated based on the user behavior characteristics include: buying time t1, selling time t2, browsing time t3, stay time t4, number of purchases x1, number of sales x2, number of clicks x3, and target section y; The multiple parameter ratios generated based on the user behavior characteristics include: a first time ratio tr1, a second time ratio tr2, a third time ratio tr3, a first quantity ratio xr1, a second quantity ratio xr2, a first conversion ratio lr1, and a second conversion ratio lr2; Among them, tr1=t1 / t2, tr2=t3 / (t1+t2), tr3=t4 / (t1+t2), xr1=x1 / x2, xr2=x3 / (x1+x2), lr1=(t3+t4) / (x1+x2), lr2=(t1+t2) / x3; The first time ratio tr1 is used to characterize the ratio of the time invested in buying and selling in the user's behavior, the second time ratio tr2 is used to characterize the ratio of the user's browsing time to the time the user spends on buying and selling, the third time ratio tr3 is characterized by the ratio of the user's residence time to the time the user spends on buying and selling, the first quantity ratio xr1 is characterized by the ratio of the value of stocks bought by the user to the value of stocks sold by the user, the second quantity ratio xr2 is characterized by the ratio of the number of clicks on each section by the user to the total value of stocks bought and sold by the user, the first conversion ratio lr1 is characterized by the equivalent conversion ratio of the time the user spends on browsing and staying to the value of stock buying and selling, and the second conversion ratio lr2 is characterized by the equivalent conversion ratio of the time invested by the user on buying and selling to the number of clicks made by the user; Generate a value gain amount according to the single parameter value and the multiple parameter ratios, specifically, Retrieving a preset value gain list, wherein the value gain list stores the single parameter values ​​corresponding to different values ​​in different sections and the value gain unit parameters corresponding to the multiple parameter ratios; Matching the value gain unit parameter corresponding to each of the single parameter values ​​and each of the multiple parameter ratios in the value gain list according to the object plate y; The value gain unit parameter is multiplied by the corresponding single parameter value and the multiple parameter ratios and the sum is calculated to calculate the value gain amount; Adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior feature; Acquire user portrait features, and select an interface adjustment scheme based on the user portrait features, wherein the interface adjustment scheme includes a simple mode, a comprehensive mode, an amateur mode, and a professional mode; According to the interface adjustment scheme and in combination with each of the value pools, the positions and / or display adjustments of the initial panels in the interface template are performed to obtain a plurality of optimized panels. Specifically, In the simple mode, only fixed blocks are retained in the interface template and a number of the fixed blocks are sorted from high to low according to the value in the value pool; In the comprehensive mode, all the initial blocks are retained in the interface template, and a number of the initial blocks are sorted from high to low according to the value in the value pool; In the amateur mode, the fixed plate and a number of floating plates in the value pool whose values ​​are higher than a first preset value are retained in the interface template, and are sorted from high to low according to the values ​​in the value pool; In the professional mode, a number of the initial sections in the value pool whose values ​​are higher than a second preset value are retained in the interface template, and are sorted from high to low according to the values ​​in the value pool; The interface templates having several optimized sections are subjected to graphic processing and sent down for display.

2. The method for generating a stock interface according to claim 1, characterized in that: Generating the initial value corresponding to each of the initial blocks includes the following steps: Acquire the type of the initial plate to set a base value, wherein the type includes a fixed plate and a floating plate; Acquiring the functional contents of each of the initial sectors and extracting functional data from the functional contents, and defining a first evaluation factor according to the degree of correlation between the functional data and the stock buying and selling tendency; Obtaining the historical click volume of each of the initial sections, and defining a second evaluation factor based on the historical click volume; Obtaining the update frequency of each of the initial plates, and calculating the update potential value corresponding to each of the initial plates in combination with the expert database to define it as the third evaluation factor; A base value floating amount is generated based on the first rating factor, the second rating factor, and the third rating factor and added to each of the base values ​​to calculate the initial value.

3. The method for generating a stock interface according to claim 1, characterized in that: Before adding the value gain amount to the value pool of the corresponding initial section based on the target object corresponding to the user behavior feature, the following steps are also included: Passively or actively generate hotspot capture tasks; Generate a preset historical duration in the hotspot capture task, and capture the heat increment of each of the initial sections in the preset historical duration, wherein the heat increment is at least composed of click increment, browse increment, like increment, comment increment, and buy and sell increment; A corresponding dynamic gain amount is generated based on the heat increment, and the dynamic gain amount is added to the value pool of the corresponding initial section.

4. The method for generating a stock interface according to claim 3, characterized in that: Passively or actively generate a hotspot capture task, including the following steps: When the user's behavior is monitored, a hotspot capture task is actively generated; When the user's behavior is not monitored, a hotspot capture task is passively generated at a fixed time; Among them, if there are both active generation and passive generation in the preset time length, the hotspot capture task is only generated once.

5. The method for generating a stock interface according to claim 2, characterized in that: Acquiring user portrait features and selecting an interface adjustment scheme based on the user portrait features includes the following steps: Generate user profile features based on the user's age, gender, occupation, city, asset size, investment time, investment preferences, and usage tendencies; One or a combination of simple mode, comprehensive mode, amateur mode and professional mode is selected according to the user portrait characteristics, and based on the selected mode, the matching interface adjustment solution is retrieved from the preset solution library.

6. The method for generating a stock interface according to claim 1, characterized in that: The interface template having a plurality of the optimized sections is subjected to graphic processing and sent down for display, and the following steps are also included: Processing the interface template graphically and displaying it on a first page; Adding a jump mark in the first page, and generating an independent additional page template associated with the triggering of the jump mark; Adding a number of the initial sections not displayed in the interface template to the additional page template and sorting them from high to low according to the values ​​in the value pool, and performing graphic processing on the additional page template to generate a hidden second page; Wait for the jump flag to be triggered to convert the displayed first page into a second page and display it.

7. A stock interface generation system that is adaptive to user characteristics, characterized in that: Used to implement the method according to any one of claims 1 to 6.

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