Investment scheme determination method and device based on crawler software

Abstract

The invention is suitable for the technical field of Internet, and provides an investment scheme determination method and device based on crawler software. In the embodiment of the invention, the investment income data of the investment users are obtained through crawler software, then the target investment users are screened out, then the target investment projects which are most purchased and most sold are determined according to the updated investment projects of the target investment users, and the target head portrait project is obtained according to the highest price and the current price of the target head portrait project. And determining whether to buy or sell the target investment project or not according to the target investment project, the profit coefficient and the current event. According to the method, the investment scheme is determined through stock selection, buying and selling decisions of a large number of professionals, so that the investment return is improved.

Description

Technical Field

[0001] The present application relates to the field of Internet technology, and in particular to a method and device for determining an investment plan based on crawler software. Background Art

[0002] Learning investment knowledge, analyzing market dynamics, and researching stock selection all require a lot of time and energy, which undoubtedly increases the learning cost for many investors. Therefore, more and more investors are beginning to seek the experience and wisdom of investment experts. By learning and analyzing the stock selection, buying and selling decisions of these professionals, they hope to make more wise judgments in investment and thus improve investment returns. Summary of the invention

[0003] In view of this, the present application provides a method and device for determining an investment plan based on crawler software, so as to determine the investment plan through the stock selection, buying and selling decisions of a large number of professionals, thereby improving the return on investment.

[0004] The first aspect of the present application provides a method for determining an investment plan based on crawler software, the method comprising: Acquire investment income data of each investment user through a preset crawler software, and determine target investment users from the investment income data; Obtain investment projects held by the target investment user at regular intervals, determine updated information of held projects, and determine the first investment project and the second investment project of each investment market according to the updated information of held projects, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users; Determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate investment plans for the first and second investment projects, wherein the investment plans include buy / sell operations and operating funds.

[0005] Optionally, determining a target investment user from the investment income data includes: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

[0006] Optionally, the obtaining of investment income data of each investment user by using a preset crawler software includes: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

[0007] Optionally, the training process of the project investment model includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

[0008] Optionally, determining the first investment project and the second investment project in each investment market according to the held project update information includes: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

[0009] A second aspect of the present application provides an investment plan determination device based on crawler software, the device comprising: A target user determination unit, used to obtain the investment income data of each investment user through a preset crawler software, and determine the target investment user from the investment income data; An investment project determination unit, used to periodically obtain investment projects held by the target investment user, determine held project update information, and determine a first investment project and a second investment project in each investment market according to the held project update information, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users; An investment plan determination unit is used to determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate an investment plan for the first and second investment projects, wherein the investment plan includes buy / sell operations and operating funds.

[0010] Optionally, the target user determination unit determines the target investment user from the investment income data includes: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

[0011] Optionally, the target user determination unit acquires the investment income data of each investment user by using a preset crawler software, including: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

[0012] Optionally, the training process of the project investment model in the investment scheme determination unit includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

[0013] Optionally, the determining of the first investment project and the second investment project in each investment market according to the held project update information in the investment project determining unit includes: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

[0014] In the embodiment provided by the present application, the investment income data of the investment users is first obtained through the crawler software, and then the target investment users are screened out, and then the target investment projects with the most purchases and sales are determined based on the investment projects updated by the target investment users, and then whether to buy or sell the target investment projects is determined based on the highest price, current price, profit coefficient and current events of the target avatar project. This realizes the determination of investment plans through the stock selection, buying and selling decisions of a large number of professionals, thereby improving the return on investment. BRIEF DESCRIPTION OF THE DRAWINGS

[0015] Figure 1 A flow chart of the method provided in the embodiment of the present application; Figure 2 A structural diagram of a device provided in an embodiment of the present application; Figure 3 A schematic diagram of the internal structure of a computer device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0016] Exemplary embodiments will be described in detail herein, examples of which are shown in the accompanying drawings. When the following description refers to the drawings, the same numbers in different drawings represent the same or similar elements unless otherwise indicated. The implementations described in the following exemplary embodiments do not represent all implementations consistent with the present application. Instead, they are merely examples of devices and methods consistent with some aspects of the present application as detailed in the appended claims.

[0017] The terms used in this application are for the purpose of describing specific embodiments only and are not intended to limit this application. The singular forms of "a", "said" and "the" used in this application and the appended claims are also intended to include plural forms unless the context clearly indicates other meanings. It should also be understood that the term "and / or" used herein refers to and includes any or all possible combinations of one or more associated listed items.

[0018] It should be understood that although the terms first, second, third, etc. may be used in the present application to describe various information, these information should not be limited to these terms. These terms are only used to distinguish the same type of information from each other. For example, without departing from the scope of the present application, the first information may also be referred to as the second information, and similarly, the second information may also be referred to as the first information. Depending on the context, the word "if" as used herein may be interpreted as "at the time of" or "when" or "in response to determining".

[0019] The present application provides a method and device for determining an investment plan based on crawler software to improve the return on investment.

[0020] The technical solution of the present application is described in detail with specific embodiments below. The following specific embodiments can be combined with each other, and the same or similar concepts or processes may not be described in detail in some embodiments.

[0021] like Figure 1 As shown, it is a flowchart of a method for determining an investment plan based on crawler software provided by the present application, and the process includes: Step S101, obtaining the investment income data of each investment user through a preset crawler software, and determining the target investment user from the investment income data.

[0022] In this embodiment, you first need to determine the crawler software. There are many crawler tools to choose from, such as Bright Data, Octopus Collector, HTTrack, etc. You can choose the corresponding crawler software according to different needs. Then clarify what types of investment income data need to be collected, such as income data of different financial products such as stocks, funds, bonds, etc. Then set the task according to the selected crawler tool and start it, and start crawling investment income data from the preset data source.

[0023] After obtaining the investment income data, the various investment users can be ranked according to their income, and the top few investment users can be identified as target investment users.

[0024] In another embodiment, determining the target investment user from the investment income data includes: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

[0025] In this embodiment, since investors with an annualized return of 10%-15% usually show a more stable investment style, they may pay more attention to risk control and avoid extreme market behavior, thereby reducing the overall risk of the investment portfolio to a certain extent. In addition, the annualized return in this range indicates that investors have a certain profitability and the return is relatively stable. This stability is particularly important for long-term investment because it helps to achieve continuous growth of assets.

[0026] Therefore, by screening investment users with annualized returns between 10% and 15%, investors can identify those investment users with good risk control, stable returns and market adaptability, thereby providing strong support for investment decisions.

[0027] In another embodiment, the obtaining of investment income data of each investment user by using a preset crawler software includes: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

[0028] In this embodiment, the data source may include a financial information platform, a stock exchange, a financial data service provider, etc. Through the preset crawler software, the raw data can be automatically accessed and captured according to the API interface or web page structure of each data source. However, the acquired raw data may contain irrelevant information, format errors or missing values, and other problems, which require data cleaning. This includes removing irrelevant characters, converting data formats, filling or deleting missing values, etc. Then, according to the user information of each investment user, such as name, ID number, website or platform ID, etc., the processed raw data is queried to obtain the investment income data of each investment user.

[0029] Step S102, periodically obtain the investment projects held by the target investment user, determine the updated information of the held projects, and determine the first investment project and the second investment project of each investment market according to the updated information of the held projects, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users.

[0030] In this embodiment, the investment projects held by the target investment user can be obtained at 9 o'clock or 3 o'clock every week or every working day. And the updated information of the projects held by the target investment user is determined based on this. For example, the investment projects held by the target investment user A on August 5 are {(Stock M: 20,000 shares), (Stock N: 50,000 shares)}. And the investment projects held by user A on August 6 are {(Stock M: 10,000 shares), (Stock N: 70,000 shares)}, then the updated information of the projects held by the user can be determined as {(Selling Stock M: 10,000 shares), (Buying Stock N: 20,000 shares)}. By counting the updated information of the projects held by all target investment users, the investment projects that the target investment user has bought the most and the investment projects that have sold the most can be determined.

[0031] In another embodiment, determining the first investment project and the second investment project in each investment market according to the held project update information includes: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

[0032] In this embodiment, by adding the updated information of the projects held by each target investment user to the investment project table, and then sorting the investment project table according to the purchase quantity and the sale quantity, the investment project with the largest purchase / sale quantity can be determined. In addition, the top few positions, such as the top 10 stocks with the largest purchases and the top 10 stocks with the largest sales, can be used to determine the target investment project based on the sorting.

[0033] Step S103, determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate an investment plan for the first and second investment projects, wherein the investment plan includes buy / sell operations and operating funds.

[0034] In this embodiment, taking the investment project as stocks as an example, the profit coefficient can be the price-earnings ratio (PE) of the stocks. After obtaining the highest stock price, current stock price, PE and other data of each target stock screened in step S102 from public data, and then analyzing whether there are major events such as shareholder selling and ex-rights for these target stocks. Then, the highest stock price, current stock price, PE and major events are combined as investment parameters and input into the project investment model to obtain the buying and selling plans of each target stock.

[0035] In another embodiment, the training process of the project investment model includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

[0036] And each time the investment parameters are subsequently input into the trained project investment model for calculation, the model can also be iteratively optimized through the investment parameters, so that the project investment model can be continuously optimized and updated during use, thereby improving the accuracy of the investment plan.

[0037] So far, completed Figure 1 The process shown.

[0038] In the embodiment of the present application, the investment income data of the investment users is first obtained through the crawler software, and then the target investment users are screened out, and then the target investment projects with the most purchases and sales are determined based on the investment projects updated by the target investment users, and then whether to buy or sell the target investment projects is determined based on the highest price, current price, profit coefficient and current events of the target avatar project. This realizes the determination of investment plans through the stock selection, buying and selling decisions of a large number of professionals, thereby improving the return on investment.

[0039] The present application also provides an investment plan determination device based on crawler software, such as Figure 2 As shown, the device comprises: The target user determination unit 201 is used to obtain the investment income data of each investment user through a preset crawler software, and determine the target investment user from the investment income data; An investment project determination unit 202 is used to periodically obtain investment projects held by the target investment user, determine held project update information, and determine a first investment project and a second investment project in each investment market according to the held project update information, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users; The investment plan determination unit 203 is used to determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate an investment plan for the first and second investment projects, wherein the investment plan includes buy / sell operations and operating funds.

[0040] In another embodiment, the target user determination unit determines the target investment user from the investment income data, including: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

[0041] In another embodiment, the target user determination unit acquires the investment income data of each investment user by using a preset crawler software, including: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

[0042] In another embodiment, the training process of the project investment model in the investment scheme determination unit includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

[0043] In another embodiment, the investment project determining unit determines the first investment project and the second investment project in each investment market according to the held project update information, including: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

[0044] The above-mentioned embodiment of the present invention provides a method for determining an investment plan based on crawler software, and based on this method, provides an investment plan determination device based on crawler software. Through the above-mentioned method and device, ordinary investment users can determine investment plans through the stock selection, buying and selling decisions of a large number of professionals, thereby improving investment returns.

[0045] This embodiment also discloses a computer device, such as Figure 3 As shown, the computer device includes a processor and a memory, wherein the memory stores at least one instruction, and the at least one instruction is loaded and executed by the processor to implement any of the above-mentioned investment plan determination methods based on crawler software.

[0046] The above description is only a preferred embodiment of the present application and is not intended to limit the present application. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present application shall be included in the scope of protection of the present application.

Claims

1. A method for determining an investment plan based on crawler software, characterized in that: The method comprises: Acquire investment income data of each investment user through a preset crawler software, and determine target investment users from the investment income data; Obtain investment projects held by the target investment user at regular intervals, determine updated information of held projects, and determine the first investment project and the second investment project of each investment market according to the updated information of held projects, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users; Determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate investment plans for the first and second investment projects, wherein the investment plans include buy / sell operations and operating funds.

2. The method according to claim 1, characterized in that Determining the target investment user from the investment income data includes: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

3. The method according to claim 1, characterized in that The acquisition of investment income data of each investment user by the preset crawler software includes: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

4. The method according to claim 1, characterized in that The training process of the project investment model includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

5. The method according to claim 3, characterized in that: The determining of the first investment project and the second investment project in each investment market according to the held project update information includes: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

6. An investment plan determination device based on crawler software, characterized in that: The device comprises: A target user determination unit, used to obtain the investment income data of each investment user through a preset crawler software, and determine the target investment user from the investment income data; An investment project determination unit, used to periodically obtain investment projects held by the target investment user, determine held project update information, and determine a first investment project and a second investment project in each investment market according to the held project update information, wherein the first investment project is the investment project purchased by the most target investment users, and the second investment project is the investment project purchased by the least target investment users; An investment plan determination unit is used to determine the highest price, current price, profit coefficient and current event of the first and second investment projects to obtain the investment parameters of the first and second investment projects, and after inputting the investment parameters into a pre-trained project investment model, generate an investment plan for the first and second investment projects, wherein the investment plan includes buy / sell operations and operating funds.

7. The device according to claim 6, characterized in that The step of determining a target investment user from the investment income data in the target user determination unit includes: Filtering the annualized income of each investment user in a preset time period from the investment income data to obtain the average annualized income of each investment user in the preset time period; The investment users whose average annualized returns are between 10% and 15% are identified as target investment users.

8. The device according to claim 6, characterized in that The target user determination unit acquires the investment income data of each investment user by using the preset crawler software, including: Determine and disclose the data source of investment projects held by each investment user, and automatically access the data source through the preset crawler software to obtain the data of each project on the data source; The project data is cleaned and processed, and the cleaned and processed project data is screened according to the user information of the investment user to obtain the investment income data of the investment user.

9. The device according to claim 6, characterized in that The training process of the project investment model in the investment scheme determination unit includes: Obtain the highest price, current price, profit coefficient and current event corresponding to each investment project at different time points to obtain the historical investment parameters of each investment project; Preprocessing the historical task execution data to generate historical investment feature data, and determining the training set, test set and validation set of the project investment model based on the historical investment feature data; The project investment model is trained using the training set data, and after each training, the performance of the project investment model is evaluated through the validation set and the parameters of the project investment model are adjusted to determine the target project investment model; The target project investment model is evaluated through a test set, and after passing the evaluation, the target project investment model is determined as a trained project investment model.

10. The device according to claim 8, characterized in that Determining the first investment project and the second investment project in each investment market according to the held project update information in the investment project determination unit includes: Adding statistics on the updated information of the projects held by each target investment user to the investment project table, determining the buying and selling operations of each investment project according to the increase and decrease of each investment project, and sorting each investment project in the investment project table according to the most bought and most sold projects; The investment project with the most purchases is determined as the first investment project, and the investment project with the most sales is determined as the second investment project.

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