Resource allocation interface display method and device, electronic equipment and storage medium

Abstract

The embodiment of the invention provides an interface display method and device for resource allocation, equipment and a storage medium, and the method comprises the steps: obtaining a resource amount sum of expected resource amounts of all objects in a current factor combination and an actual resource amount ratio of each object in a target factor combination in response to a triggering operation on a combination management control; calculating the expected resource quantity of each object in the current factor combination according to the resource quantity sum of the expected resource quantity of each object in the current factor combination and the actual resource quantity proportion of each object in the target factor combination; and obtaining the actual resource amount of each object in the current factor combination, calculating the adjustment resource amount of the object according to the expected resource amount of the object and the actual resource amount of the object, adjusting the actual resource amount of the object according to the adjustment resource amount of the object, and displaying the adjusted actual resource amount of the object in a combination management interface. The resource allocation time can be shortened, and the resource allocation efficiency can be improved.

Description

Technical Field

[0001] The present application relates to the field of computer technology, and in particular to a resource allocation interface display method, device, electronic device and computer-readable storage medium. Background Art

[0002] In a resource allocation management system, users of the resource allocation management system need to construct factor combinations when allocating resources, and control risks and fluctuations by dispersing objects in the factor combinations.

[0003] There are many functions in the relevant resource allocation management system, such as object display, analysis, adjustment, instruction management and other functions in factor combinations.

[0004] However, the relevant resource allocation management system has many defects, such as incomplete object indicators, inability to provide combination-level adjustment operations, a lot of time required to design resource allocation plans, and low efficiency in managing factor combinations. Summary of the invention

[0005] In view of the above problems, embodiments of the present application are proposed to provide a resource allocation interface display method, device, electronic device and computer-readable storage medium that overcome the above problems or at least partially solve the above problems.

[0006] In a first aspect, an embodiment of the present application discloses a method for displaying an interface of resource allocation, the method comprising:

[0007] In response to a trigger operation on the combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained;

[0008] Calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination;

[0009] Obtain the actual resource amount of each object in the current factor combination, calculate the adjusted resource amount of the object based on the expected resource amount of the object and the actual resource amount of the object, adjust the actual resource amount of the object based on the adjusted resource amount of the object, and display the adjusted actual resource amount of the object on the combination management interface.

[0010] In a second aspect, an embodiment of the present application discloses an interface display device for resource allocation, the device comprising:

[0011] A first acquisition module is used to obtain the total amount of expected resources of each object in the current factor combination and the actual resource proportion of each object in the target factor combination in response to a trigger operation on the combination management control;

[0012] A first calculation module, configured to calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination;

[0013] The first adjustment module is used to obtain the actual resource quantity of each object in the current factor combination, calculate the adjusted resource quantity of the object according to the expected resource quantity of the object and the actual resource quantity of the object, adjust the actual resource quantity of the object according to the adjusted resource quantity of the object, and display the adjusted actual resource quantity of the object on the combination management interface.

[0014] In a third aspect, an embodiment of the present application provides an electronic device, comprising a processor and a memory, wherein the memory stores at least one instruction, at least one program, a code set or an instruction set, and the at least one instruction, the at least one program, the code set or the instruction set is loaded and executed by the processor to implement the interface display method of resource allocation as described in any one of the first, second and third aspects.

[0015] In a fourth aspect, an embodiment of the present application provides a computer-readable storage medium, wherein the computer-readable storage medium stores at least one instruction, at least one program, a code set, or an instruction set, and the at least one instruction, the at least one program, the code set, or the instruction set is loaded by a processor so that the processor executes the interface display method for resource allocation as described in any one of the first, second, and third aspects.

[0016] The embodiments of the present application include the following advantages:

[0017] In an embodiment of the present application, in response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained, and the expected resource amount of each object in the current factor combination is calculated according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination, and the actual resource amount of each object in the current factor combination is obtained. The adjusted resource amount of the object is calculated according to the expected resource amount of the object and the actual resource amount of the object, and the actual resource amount of the object is adjusted according to the adjusted resource amount of the object, and the adjusted actual resource amount of the object is displayed in the combination management interface. The embodiment of the present application can directly allocate resources to the objects in the current factor combination in the interface, so that the adjusted actual resource amount of the object is displayed in the interface, providing a more comprehensive resource allocation management system, which can reduce the time spent on resource allocation and improve the efficiency of resource allocation when allocating resources. BRIEF DESCRIPTION OF THE DRAWINGS

[0018] Figure 1 This is a flowchart of the steps of a resource allocation interface display method of the present application;

[0019] Figure 2 This is an interface display diagram of a combination management of this application;

[0020] Figure 3 It is a flowchart of another method for displaying the resource allocation interface of the present application;

[0021] Figure 4 It is a business flow chart of an object adjustment operation of the present application;

[0022] Figure 5 This is a schematic diagram of an interface for object adjustment operation of the present application;

[0023] Figure 6 It is a business process diagram of another object adjustment operation of the present application;

[0024] Figure 7 It is a conversion operation schematic diagram of the present application;

[0025] Figure 8 It is a business flow diagram of a conversion operation of this application;

[0026] Fig. 9 It is a business process diagram of a combination deviation adjustment of this application;

[0027] Fig.10 It is a schematic diagram of an interface of a combination deviation adjustment of the present application;

[0028] Fig.11It is a business process diagram of a combination management of this application;

[0029] Fig.12 It is a system architecture diagram of this application;

[0030] Fig.13 This is a structural block diagram of a resource allocation interface display device of the present application;

[0031] Fig.14 It is a structural block diagram of an electronic device of the present application. DETAILED DESCRIPTION

[0032] In order to make the above-mentioned objects, features and advantages of the present application more obvious and easy to understand, the present application is further described in detail below in conjunction with the accompanying drawings and specific implementation methods.

[0033] First, an application scenario involved in an embodiment of the present application is described.

[0034] When an investment manager manages an investment portfolio, it will be necessary to adjust the portfolio when scenarios such as active position management, passive position management, compliance adjustment-driven position adjustment, listed company behavior, and event-driven position adjustment occur.

[0035] Among them, for active position management, the investment manager actively overweights or underweights positions based on timing factors. At this time, the investment manager may select stocks for bottom-up position adjustment or top-down portfolio rebalancing. Passive position overweight or underweight caused by market value fluctuations in the financial market needs to be increased or decreased. When adding a new portfolio or creating a new position, the investment manager will copy and build positions according to the position structure of other managed portfolios.

[0036] For passive position management, positions are increased or decreased due to business needs such as inflows / outflows of external funds in the portfolio, such as customer redemptions, premium inflows, etc. The portfolio holdings need to be adjusted due to changes in portfolio investment managers, and the portfolio holdings of other portfolios under management may be benchmarked at this time. Due to adjustments in the overall asset allocation and investment strategy of the account, the investment manager's position is adjusted as needed. According to the situation of the new stock base position, the portfolio position is adjusted accordingly to meet the new stock requirements.

[0037] For compliance-driven adjustments to portfolio adjustments, investment managers need to adjust portfolios and individual security positions when post-compliance violations are triggered, such as stop-profit and stop-loss, upper and lower limits of equity assets, and concentration violations.

[0038] For listed companies' behavior and event-driven position adjustment, listed companies' behavior triggers investment managers to adjust their positions, such as new stock listings, bond placements, forced redemption of convertible bonds, Hong Kong Stock Connect allotments, and the lifting of restrictions on shareholders of restricted shares, etc. Fixed increase, inquiry transfer, and unlocking of large positions trigger investment managers to sell. In actual investment work, one investment manager often manages hundreds of portfolios, which have different client requirements, contract constraints, differentiated risk-return preferences, and diversified investment strategies, etc., which pose challenges to investment managers' batch management. Manually exporting positions from the trading system, processing them in the table according to the needs of position adjustment, generating position adjustment instruction elements, and then importing them into the trading system to issue these instructions, there are operational risks. In addition, the scenario of each position adjustment is different, and the position adjustment logic cannot be reused in the table. Each position adjustment takes a long time, which is not conducive to investment execution efficiency and there is a risk of missing investment opportunities.

[0039] In a resource allocation management system, when users in the resource allocation management system allocate resources, they need to build factor combinations and control risks and fluctuations by dispersing objects in the factor combinations. The relevant resource allocation management system has many functions, such as object display, analysis, adjustment, and instruction management in factor combinations. However, the relevant resource allocation management system has many defects, such as imperfect object indicators, inability to provide portfolio-level adjustment operations, and it takes a lot of time to design resource allocation plans, and the management efficiency of factor combinations is low. For example, in an investment management system, equity investment managers in investment institutions need to build investment portfolios, namely factor combinations, when making equity investments, and control risks and fluctuations by diversifying investments. The relevant investment management system has functions such as investment data display, analysis, position adjustment, and instruction management. However, the relevant investment management system has many defects, such as imperfect securities indicators, inability to provide portfolio adjustment operations at the portfolio level, and it takes a lot of time to design resource allocation plans, and the management efficiency of factor combinations is low.

[0040] In order to solve the above problems, in an embodiment of the present application, in response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained, and the expected resource amount of each object in the current factor combination is calculated according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination, and the actual resource amount of each object in the current factor combination is obtained. The adjusted resource amount of the object is calculated according to the expected resource amount of the object and the actual resource amount of the object, and the actual resource amount of the object is adjusted according to the adjusted resource amount of the object, and the adjusted actual resource amount of the object is displayed in the combination management interface. The embodiment of the present application can directly allocate resources to the objects in the current factor combination in the interface, so that the adjusted actual resource amount of the object is displayed in the interface, providing a more comprehensive resource allocation management system, which can reduce the time spent on resource allocation and improve the efficiency of resource allocation when allocating resources.

[0041] Figure 1 A method step diagram showing a resource allocation interface display method is shown, referring to Figure 1 , including the following steps:

[0042] Step 101: In response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained.

[0043] For example, the object may be a security, specifically, a bond, a stock, or a fund. The factor combination may be a combination of securities. For example, the factor combination may include: stocks, funds, and bonds. The expected resource amount may be the expected market value. The sum of the expected resource amounts of each object in the current factor combination may be the target market value of the current factor combination.

[0044] For example, the actual resource volume ratio of each object in the target factor combination is the actual resource volume of each object in the target factor combination divided by the actual resource volume of the target factor combination.

[0045] For example, see Figure 2 When querying positions, the investment manager clicks the portfolio management control 21 to enter the portfolio management page, where he can clearly see the total amount of expected resources of each object in the current factor portfolio A, that is, the target market value. Of course, he can also see the real-time net value, yield, real-time position, real-time over-allocation, real-time holding size, portfolio asset position structure, and capital availability of all factor portfolios on the day, which are not shown in this figure.

[0046] For example, the investment manager needs to conduct in-depth analysis and tracking of the portfolio based on some business scenarios, and needs to be able to quickly increase or decrease positions, build positions, balance and other position adjustments at the portfolio level. He can choose to rebalance the current portfolio in full or incrementally according to the holding ratio of individual securities in the current portfolio, the holding ratio of individual securities in the portfolio at the end of yesterday, or the holding ratio of other portfolios he manages. In addition, in the pop-up window of the rebalancing strategy, the system can prompt the proportion of individual securities holdings and industry distribution of the target portfolio, please confirm. In the pop-up window of the rebalancing strategy, the system can prompt the proportion of individual securities holdings and industry distribution of the target portfolio, please confirm.

[0047] For example, the business scenario can be a comprehensive analysis of the equity market environment based on the MVPCT model, and dynamic adjustment of the portfolio position target on a monthly basis; investment managers adjust their positions within the scope of authority based on their judgment of the short-term market; portfolio subscriptions and redemptions, capital inflows and outflows; compliance and excess matters; new account positions, and rapid batch position building by copying the target portfolio; when passive deviations occur due to market changes, or active deviations of active investment strategies, investment managers can clearly see the over- and under-allocations under various calibers and adjust the target over- and under-allocations.

[0048] Step 102: Calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination.

[0049] For example, the sum of the expected resource amounts of each object in the current factor combination can be the target market value of the current configuration combination, the actual resource amount ratio of each object in the target factor combination can be the market value ratio of each bond in the target configuration combination, and the expected resource amount of each object in the current factor combination can be the target market value of each bond. The calculation formula is: target market value of each bond = target market value of the current configuration combination × market value ratio of each bond in the target configuration combination.

[0050] Step 103: obtain the actual resource quantity of each object in the current factor combination, calculate the adjusted resource quantity of the object according to the expected resource quantity of the object and the actual resource quantity of the object, adjust the actual resource quantity of the object according to the adjusted resource quantity of the object, and display the adjusted actual resource quantity of the object on the combination management interface.

[0051] For example, the actual resource amount of each object in the current factor combination can be the current market value of the bond, and the adjusted resource amount of the object can be the adjustment amount of the bond. Adjustment amount of the bond = target market value of the bond - current market value of the bond.

[0052] In an embodiment of the present application, in response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained, and the expected resource amount of each object in the current factor combination is calculated according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination, and the actual resource amount of each object in the current factor combination is obtained. The adjusted resource amount of the object is calculated according to the expected resource amount of the object and the actual resource amount of the object, and the actual resource amount of the object is adjusted according to the adjusted resource amount of the object, and the adjusted actual resource amount of the object is displayed in the combination management interface. The embodiment of the present application can directly allocate resources to the objects in the current factor combination in the interface, so that the adjusted actual resource amount of the object is displayed in the interface, providing a more comprehensive resource allocation management system, which can reduce the time spent on resource allocation and improve the efficiency of resource allocation when allocating resources.

[0053] Figure 3 A method step diagram showing another resource allocation interface display method is shown, referring to Figure 3 , including the following steps:

[0054] Step 201: In response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained.

[0055] This step may refer to the above step 101 and will not be described in detail here.

[0056] Step 202: multiply the sum of the expected resource amounts of each object in the current factor combination by the actual resource amount ratio of each object in the target factor combination to obtain the expected resource amount of each object in the current factor combination.

[0057] For example, the current factor combination can be the current configuration combination, the sum of the expected resource amounts of each object in the current factor combination can be the target market value of the current configuration combination, the actual resource amount ratio of each object in the target factor combination can be the market value ratio of each bond in the target configuration combination, and the expected resource amount of each object in the current factor combination can be the target market value of each bond. The calculation formula is: target market value of each bond = target market value of the current configuration combination × market value ratio of each bond in the target configuration combination.

[0058] Step 203: Subtract the expected resource amount of the object from the actual resource amount of the object to obtain the adjusted resource amount of the object.

[0059] For example, the actual resource amount of each object in the current factor combination can be the current market value of the bond, and the adjusted resource amount of the object can be the adjustment amount of the bond. Adjustment amount of the bond = target market value of the bond - current market value of the bond.

[0060] Step 204: If the adjusted resource amount of the object is greater than the first preset value, the actual resource amount of the object is modified to the expected resource amount of the object, and the object is added to the current factor combination.

[0061] For example, the first preset value may be 0. If the individual bond adjustment amount is greater than 0, the current market value of the individual bond is modified to the target market value of the individual bond, and the individual bond is added to the current investment portfolio.

[0062] For example, if individual securities are allocated, there is a scenario of 1 split into multiple: 1 security needs to be split into two or more combinations, or 1 security needs to be split into two or more investment types: When splitting into multiple combinations: if there is a position, the individual security adjustment amount is allocated according to the original position ratio of the individual security in these multiple A-share combinations / the same Hong Kong-Shanghai Stock Connect combinations; if there is no position, it is evenly distributed to multiple A-share combinations / the same Hong Kong-Shanghai Stock Connect combinations. When splitting into multiple investment types: the investment category is not determined when buying, and the default rendering logic of the position adjustment panel determines the investment category corresponding to the instruction. Selling direction: Selling can only be done when there is a position. If there is a tradable type position, the tradable type is sold first, and the remaining adjustment amount is allocated to the available-for-sale category.

[0063] Step 205: If the adjusted resource amount of the object is less than the first preset value, the object is removed from the current factor combination.

[0064] For example, the first preset value may be 0. If the individual bond adjustment amount is less than 0, the individual bond is removed from the current investment portfolio.

[0065] Optionally, the method further includes:

[0066] Step 206: If there are multiple objects removed from the current factor combination, the actual resource amounts of the multiple removed objects are summed up to obtain the sum of the actual resource amounts of the multiple removed objects and the actual resource amount ratios of the multiple removed objects;

[0067] Step 207: Subtract the sum of actual resource amounts of the removed objects from the expected resource amount of the current factor combination to obtain the sum of expected resource amounts of the remaining objects in the current factor combination;

[0068] Step 208: Calculate the total proportion of the actual resource amounts of the remaining objects according to the proportion of the actual resource amounts of the multiple removed objects;

[0069] Step 209: divide the actual resource ratio of each remaining object by the total actual resource ratio of the remaining objects, and then multiply by the total expected resource of the remaining objects to obtain the expected resource of each remaining object to update the actual resource of the remaining objects.

[0070] With respect to steps 206 to 209, if an object is removed from the current factor combination, the current factor combination and the target factor combination must both remove the influence of the excluded object before allocating resources.

[0071] For example, if there are individual securities excluded, if there are multiple objects removed from the current configuration combination, the current market values ​​of the multiple removed securities are added up to obtain the sum of the current market values ​​of the multiple removed securities and the current market value ratios of the multiple removed securities; the target market value of the current configuration combination is subtracted from the sum of the current market values ​​of the multiple removed securities to obtain the sum of the target market values ​​of the remaining securities in the current configuration combination; the total current market value ratio of the remaining securities is calculated based on the current market value ratios of the multiple removed securities; the current market value ratio of each remaining security is divided by the total current market value ratio of the remaining securities, and then multiplied by the sum of the target market values ​​of the remaining securities to obtain the target market value of each remaining security to update the current market value of the remaining securities.

[0072] Optionally, the adjusting resource amount is adjusting a resource ratio, and the method further includes:

[0073] Step 210: Obtain the adjusted resource ratio of the object to be allocated in the current factor combination;

[0074] Step 211: In response to a trigger operation on an object adjustment control, modify the value corresponding to the adjustment item of the object to be allocated to the adjustment resource ratio of the object to be allocated;

[0075] Step 212: Calculate the target adjusted resource ratio, object quantity ratio, and available object quantity ratio of the objects to be allocated according to the adjusted resource ratio of the objects to be allocated;

[0076] Step 213: Summarize the adjusted resource ratio, the target adjusted resource ratio, the object quantity ratio, and the available object quantity ratio into a table, and display the table on the object adjustment interface.

[0077] For steps 210 to 213, the following four methods of rebalancing are supported, and the rebalancing information is maintained as editable columns in the position list: by target position UC / B%; by adjustment / B%; by position%; by available%. The adjustment amount is calculated in conjunction with the index value of the rebalancing method. After rebalancing by one method, the index values ​​of the other three rebalancing methods are calculated based on the calculated "adjustment amount".

[0078] For example, see Figure 4 The specific operation process is: select an account and filter the securities to be adjusted, select the adjustment method and maintain the adjustment data, calculate the adjustment amount or quantity of the securities, generate the instruction details, adjust the calculation and reverse the adjustment information according to the instruction elements and place an order. There is no need to manually export the resource volume of the current factor combination to the table, and design the resource allocation plan in the table. Therefore, when allocating resources, the time spent on resource allocation can be reduced and the efficiency of resource allocation can be improved.

[0079] For example, investment managers need to base their investment decisions on some business scenarios. For example, they need to adjust the industry of individual stocks based on changes in the industrial structure, market characteristics, and fundamental research; they need to grasp investment opportunities brought about by industrial changes and economic fluctuations; they need to adjust their holdings based on the behaviors and announcements of listed companies, such as the listing of new shares, the lifting of restrictions on restricted shares, and the listing of convertible bonds, and make bottom-up adjustments to the portfolio.

[0080] For example, see Figure 5 , the investment manager clicks the object adjustment control 51 to enter the securities position adjustment page, where all the securities held in the factor portfolio can be clearly seen, such as object 1, object 2, object 3, target UC / B%, adjustment / B%, holding % and available %. You can also see the real-time rise and fall of the day, the overall holding size, the average position ratio, the real-time net purchase amount of the day, the progress of instruction execution, the five-day / ten-day net purchase amount, the cost price, the real-time floating profit percentage, and the industry classification, which are not shown in this figure. In addition to supporting the viewing of positions, profits and losses, transaction executions, and corporate actions according to the securities dimension, the investment manager can also drill down to the combination dimension of a certain security to view the position distribution, transaction execution, profits and losses, and corporate actions of the security among the combinations.

[0081] For example, if the investment manager is optimistic about object 2, he can enter 0.05 in the corresponding position to increase the position of all portfolios with positions by 5 percentage points. At the same time, the system also supports investment managers to adjust the positions of individual securities according to target positions, holding %, and available %. According to the adjustment target entered by the investment manager, the system automatically opens the adjustment panel and brings in detailed instruction elements. The investment manager can further confirm the requirements of the price, operation level, target type, remarks and other columns in the adjustment panel. It supports users to perform compliance calculations of instructions and issue instructions. If the issuance is unsuccessful, it also supports transferring to draft instructions and subsequent continuation of instructions. It can also reflect the amount of this adjustment at the same time, so that the investment manager can preview the adjustment results and improve the adjustment experience.

[0082] Optionally, step 212 may specifically include:

[0083] Sub-step 2121, obtaining the total invested resources, the current adjusted resource ratio, the number of objects, and the number of available objects;

[0084] Sub-step 2122: Calculate the adjusted resource amount of the object to be allocated according to the adjusted resource ratio and the total invested resources;

[0085] Sub-step 2123: Calculate the target adjusted resource ratio according to the adjusted resource amount and the current adjusted resource ratio;

[0086] Sub-step 2124, calculating the object quantity ratio according to the adjusted resource amount and the object quantity;

[0087] Sub-step 2125: Calculate the ratio of the number of available objects according to the adjusted resource amount and the number of available objects.

[0088] For sub-steps 2121 to 2125, the total invested resources may be / order basis (billion), the current adjusted resource ratio may be adjustment / B%, the number of objects may be the number of positions held, and the number of available objects T0 securities may be available.

[0089] For example, target position UC / B% = adjustment amount / order basis (billion) + current latest UC / B%; Adjustment / B% = adjustment amount / order basis (billion); Position% = (adjustment amount / latest price) / number of positions; when the position securities are Hong Kong stocks, Position% = (increase amount|decrease amount / (latest price*selling rate|buying rate / unit quantity)) / number of positions; Available% = ((adjustment amount / latest price)) / T0 securities available; when the position securities are Hong Kong stocks, Available% = (increase amount|decrease amount / (latest price*selling rate|buying rate / unit quantity)) / T0 securities available.

[0090] For example, see Figure 6 , determine the position adjustment strategy. If the position adjustment method is available% or holding%, that is, available%∪holding%, then calculate the adjustment quantity, generate a quantity order, and calculate the instruction elements. If the position adjustment method is target UC / B% or adjustment / B%, that is, target UC / B%∪adjustment / B%, then calculate the adjustment amount, generate an amount order, and calculate the instruction elements.

[0091] For example, in the process of generating order details, the order details below are displayed in the order of securities in the position details above. If the adjustment amount|adjustment quantity is 0, the order details will not be generated. After clicking the calculation button above, it becomes uneditable, and only the order details below can be edited. After the order details are closed, the position adjustment interface above can be re-edited, and the position adjustment information is converted to the order processing logic.

[0092] For example, after the adjustment amount|position adjustment quantity of the instruction changes, the adjustment amount|position adjustment quantity of the sub-node details of the securities|accounts|combinations corresponding to this instruction in the position adjustment panel must be refilled. The instruction details do not distinguish between amount-only V instructions and quantity-only Q instructions. If there is only one instruction under the same combination and the same security, it will be directly reflected in the above table. If there are two or more instructions due to different investment classifications of the combination, they will be processed as follows: adjustment amount = V. adjustment amount + Q. adjustment amount; adjustment / B% = V. adjustment / B% + Q. adjustment / B%; target UC / B% = V. target UC / B% + Q. target UC / B%; holding% = (V. adjustment quantity + Q. adjustment quantity) / Σ (holding quantity of the same combination and the same security); available% = (V. adjustment quantity + Q. adjustment quantity) / Σ (securities of the same combination and the same security are available).

[0093] Optionally, the method further includes:

[0094] Step 214: in response to the triggering operation on the conversion control, setting a transfer ratio of the object to be transferred out, and calculating a transfer resource amount of the object to be transferred out according to the transfer ratio of the object to be transferred out;

[0095] Step 215, obtaining the resource amount of the candidate transfer-in objects, and taking the candidate transfer-in objects whose resource amount is the same as the outgoing resource amount of the object to be transferred out as the transfer-in object;

[0096] Step 216: In response to a triggering operation on the selection control of the transfer-in object, the object to be transferred out is moved out of the current factor combination, and the transfer-in object is added to the current factor combination.

[0097] For steps 214 to 216, see Figure 7 , the investment manager is not optimistic about the two securities of object 1 and object 2. If he wants to exchange them for other stocks, he can select these two securities and click the conversion control 71. The system will open the position exchange pop-up window. The investment manager can specify the price, price range, operation level, remarks and other elements of the exchanged securities, specify which securities to exchange, their instruction elements, and allocation ratio. The system supports the exchange of A shares and H shares. Users can preview the summary amount of the exchange in the pop-up window. After confirmation, click the calculation button. Similar to the position adjustment step, the system opens the position adjustment panel, the investment manager confirms the instruction elements, performs a combined stock trial calculation, and finally submits the instruction. There is no need to manually export the resource amount of the current factor combination to the table, and design the resource allocation plan in the table. Therefore, when allocating resources, the time spent on resource allocation can be reduced and the efficiency of resource allocation can be improved.

[0098] For example, the business background may be that the total portfolio position remains unchanged, but due to the dynamic changes in investment strategies such as industry rotation and stock selection, the investment manager sells part of the securities held and replaces them with target securities. Figure 8 , select the securities to be swapped out, set the swap-out ratio, and calculate the adjustment quantity, set the swap-out price and calculate the adjustment amount, select the securities to be swapped in, set the swap-in ratio and calculate the buy order amount, generate the swap-in or swap-out order details, adjust the order elements and reverse calculate the position adjustment panel information.

[0099] Optionally, the method further includes:

[0100] Step 217: In response to the triggering operation of the combination deviation adjustment control, the actual resource amount of the object in the target factor combination is displayed on the combination deviation adjustment page;

[0101] Step 218: Calculate the cosine similarity of the target factor combination according to the actual resource amount of the object;

[0102] Step 219: If the cosine similarity is higher than the second preset value, the target difference value displayed on the combination deviation adjustment page is set to a third preset value, and the actual resource amount of the object in the current factor combination is adjusted according to the third preset value.

[0103] For steps 217 to 219, cosine similarity, also known as cosine similarity, evaluates the similarity between two vectors by calculating the cosine value of the angle between them. Cosine similarity plots vectors into vector space based on coordinate values. By structuring the securities holdings of a portfolio into vectors in a multidimensional space, we can calculate the similarity of holdings of any two investment portfolios.

[0104] For example, the cosine between two vectors can be found using the Euclidean dot product formula.

[0105] For example, portfolio deviation tracking analysis & rebalancing supports investment managers to conduct comparative analysis of portfolios and industries, provides investment managers with tools to obtain individual stocks and industries, and provides a one-click rebalancing function. Market indexes or any investment portfolio of investment managers; over- and under-allocation of individual stocks based on changes in the industrial structure, market characteristics, and fundamental research; seize investment opportunities brought about by industrial changes and economic fluctuations. Based on a top-down analysis system, set over- and under-allocation targets between industries; help analyze differences in position structures between portfolios due to compliance policies and contractual constraints; quantitative indicators of portfolio position deviation: cosine similarity. When passive deviations such as those caused by market changes or active deviations of active investment strategies occur, investment managers can clearly see over- and under-allocations under various calibers, adjust target over- and under-allocations, and generate position adjustment instructions in batches.

[0106] For example, see Fig. 9In the portfolio deviation view, first select the parameters, select the account, select the target, and the industry classification, display the portfolio deviation table, and calculate the correlation indicator display at the same time. In the position view, that is, including the securities and industry tabs, select the portfolio, and display the position details in association. You can switch the tabs to view the securities or industry view. In the order adjustment view, select the portfolio and click Rebalance to open the multi-security adjustment panel, overwrite the original position table, and determine whether to adjust the transaction elements. If you need to fill in or adjust the order elements, the reverse display indicators are calculated in real time, and the step of calculating the correlation indicator display is entered, otherwise the order is formally issued. There is no need to manually export the resource amount of the current factor combination to the table, and design the resource allocation plan in the table. Therefore, when allocating resources, you can reduce the time spent on resource allocation and improve the efficiency of resource allocation.

[0107] For example, see Fig.10 , when querying positions, click on the portfolio deviation adjustment control 101, open the portfolio deviation adjustment page, and select the target portfolio. The target portfolio can be the T-day holdings of factor portfolio B or other portfolios managed by the investment manager. Specify the industry classification for deviation analysis. For example, the investment manager selected yesterday's end-of-day position of factor portfolio B as the comparison target. The system displays the holding information of each portfolio managed by the investment manager, as well as the holding similarity data with this target portfolio. Portfolio holding information: return ranking, ranking percentile, assessment yield, excess yield, net assets, holding market value, benchmark size, current position, similarity with the target portfolio: securities holding cosine similarity, industry position cosine similarity, reverse display fields, and linkage estimation with position adjustment data: target position, target securities holding similarity, target industry holding similarity.

[0108] For example, investment managers can use cosine similarity scoring to perform full or incremental rebalancing of portfolios with large deviations by security or industry. In the security view, batch rebalancing of security positions can be performed by entering the target difference of the security as 0. In the industry view, batch rebalancing of industry positions can be performed by entering the target difference of the industry as 0.

[0109] Optionally, the method further includes:

[0110] Step 220: In response to the triggering operation on the object adjustment control, the industry attributes, execution progress, floating information, and restriction release information of the current factor combination are displayed on the object adjustment interface;

[0111] Step 221, in response to the triggering operation of the current factor combination drop-down control, display all the objects in the current factor combination, the actual resource proportion of each object in the current factor combination, the adjusted resource amount of each object, and the execution status of each object in the object adjustment interface.

[0112] For steps 220 and 221, the industry attribute of the current factor combination may be the industry type to which the current investment portfolio belongs, the execution progress of the current factor combination may be the transaction execution progress of the current investment portfolio, the floating information of the current factor combination may be the floating profit information of the current investment portfolio, and the restriction release information of the current factor combination may be the position release information of the current investment portfolio.

[0113] For example, in response to a trigger operation on the object adjustment space, the industry type to which the current investment portfolio belongs, the transaction execution progress of the current investment portfolio, the floating profit information of the current investment portfolio, and the position release information of the current investment portfolio are displayed on the object adjustment interface.

[0114] For example, all objects in the current factor combination can be all securities in the current investment portfolio, the actual resource ratio of each object in the current factor combination can be the market value ratio of each security in the current investment portfolio, the adjusted resource volume of each object can be the adjustment amount of each security, and the execution status of each object can be the resource allocation status of each security.

[0115] For example, in response to the triggering operation of the current factor combination drop-down control, all the individual bonds in the current investment portfolio, the market value ratio of the individual bonds in the current investment portfolio, the adjustment amount of the individual bonds, and the resource allocation of the individual bonds are displayed in the object adjustment interface.

[0116] In an embodiment of the present application, in response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained, and the expected resource amount of each object in the current factor combination is calculated according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination, and the actual resource amount of each object in the current factor combination is obtained. The adjusted resource amount of the object is calculated according to the expected resource amount of the object and the actual resource amount of the object, and the actual resource amount of the object is adjusted according to the adjusted resource amount of the object, and the adjusted actual resource amount of the object is displayed in the combination management interface. The embodiment of the present application can directly allocate resources to the objects in the current factor combination in the interface, so that the adjusted actual resource amount of the object is displayed in the interface, providing a more comprehensive resource allocation management system, which can reduce the time spent on resource allocation and improve the efficiency of resource allocation when allocating resources.

[0117] Reference Fig.11, showing a business flow chart of a portfolio management of the present application, including: selecting an account in the portfolio position management table, position adjustment strategy, and position adjustment parameters; the portfolio adjustment is first allocated to individual securities; individual securities are excluded and dynamically reallocated in real time; individual securities are adjusted and displayed in reverse to the portfolio layer; the instruction is formally issued. The position adjustment strategy includes: T-day position structure, T-1 day position structure, and target portfolio. After determining the position adjustment strategy, calculate the target market value of the portfolio layer and adjust the amount. If the adjustment amount is empty, or the adjustment amount is 0 and the T-day position structure is selected, click Calculate and do not participate in the generation of instructions on the position adjustment panel. Otherwise, according to the target portfolio position, allocate the current portfolio layer target market value to individual securities, and then calculate the individual security adjustment amount. If the exclusion box is checked in the instruction preview pop-up window, when clicking Calculate, the current portfolio and the target portfolio need to exclude the checked securities at the same time, and then balance according to the new position of the target portfolio. If you click OK, the multi-security position adjustment panel will be called. The instruction is issued without the need to adjust the instruction information elements.

[0118] Reference Fig.12 , showing a system architecture diagram of the present application, including a data integration module, a strategic position adjustment module and an instruction life cycle module. The data integration module integrates key business data of external systems in real time or in batches, including research, valuation, performance, positions, etc., to build an indicator data center as the data base of the platform. The strategic position adjustment module builds a strategy position adjustment engine, supports multiple position adjustment modes such as portfolio position management, securities position management, deviation adjustment, and position change, and supports automatic generation of investment instructions under multiple position adjustment strategies such as target index, target portfolio, current portfolio historical position structure, and current portfolio position structure. The instruction life cycle management module builds an event-based instruction life cycle management mechanism, receives instructions generated by the strategy position adjustment algorithm, and efficiently processes compliance inspection, approval, distribution, entrustment, and transaction return messages, serving as the underlying instruction engine of the strategy position adjustment module.

[0119] Reference Fig.13 , shows a structural block diagram of a resource allocation interface display device of the present application, the device comprising:

[0120] The first acquisition module 1301 is used to obtain the total amount of expected resources of each object in the current factor combination and the actual resource proportion of each object in the target factor combination in response to the trigger operation of the combination management control;

[0121] A first calculation module 1302 is used to calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination;

[0122] The first adjustment module 1303 is used to obtain the actual resource quantity of each object in the current factor combination, calculate the adjusted resource quantity of the object according to the expected resource quantity of the object and the actual resource quantity of the object, adjust the actual resource quantity of the object according to the adjusted resource quantity of the object, and display the adjusted actual resource quantity of the object in the combination management interface.

[0123] Optionally, the first computing module includes:

[0124] A product operation submodule, used to perform a product operation on the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination to obtain the expected resource amount of each object in the current factor combination;

[0125] The first adjustment module includes:

[0126] A subtraction operation submodule is used to perform a subtraction operation on the expected resource amount of the object and the actual resource amount of the object to obtain the adjusted resource amount of the object,

[0127] Optionally, the first adjustment module includes:

[0128] a modification submodule, configured to modify the actual resource amount of the object to the expected resource amount of the object if the adjusted resource amount of the object is greater than a first preset value, and add the object to the current factor combination;

[0129] The removal submodule is configured to remove the object from the current factor combination if the adjusted resource amount of the object is less than the first preset value.

[0130] Optionally, the device further comprises:

[0131] an addition operation module, which is used to add and calculate the actual resource amounts of the multiple removed objects if there are multiple objects removed from the current factor combination, to obtain the sum of the actual resource amounts of the multiple removed objects and the actual resource amount ratio of the multiple removed objects;

[0132] A subtraction operation module, used to subtract the sum of actual resource amounts of the multiple removed objects from the expected resource amount of the current factor combination to obtain the sum of expected resource amounts of the remaining objects in the current factor combination;

[0133] A second calculation module is used to calculate the total proportion of the actual resource amounts of the remaining objects according to the actual resource amount proportions of the multiple removed objects;

[0134] The third calculation module is used to divide the actual resource ratio of each remaining object by the total actual resource ratio of the remaining objects, and then multiply it by the total expected resource of the remaining objects to obtain the expected resource of each remaining object to update the actual resource of the remaining objects.

[0135] Optionally, the adjusted resource amount is an adjusted resource ratio, and the device further includes:

[0136] The second acquisition module is used to obtain the adjustment resource ratio of the object to be allocated in the current factor combination;

[0137] A modification module, configured to modify the numerical value corresponding to the adjustment item of the object to be allocated to the adjustment resource ratio of the object to be allocated in response to a triggering operation on the object adjustment control;

[0138] A fourth calculation module, configured to calculate a target adjusted resource ratio, an object quantity ratio, and an available object quantity ratio of the objects to be allocated according to the adjusted resource ratio of the objects to be allocated;

[0139] A summary module is used to summarize the adjusted resource ratio, the target adjusted resource ratio, the object quantity ratio, and the available object quantity ratio into a table, and display the table on the object adjustment interface.

[0140] Optionally, the fourth computing module includes:

[0141] The acquisition submodule is used to obtain the total invested resources, the current adjustment resource ratio, the number of objects, and the number of available objects;

[0142] A first calculation submodule, configured to calculate the adjustment resource amount of the object to be allocated according to the adjustment resource ratio and the total input resources;

[0143] A second calculation submodule, configured to calculate the target adjustment resource ratio according to the adjustment resource amount and the current adjustment resource ratio;

[0144] A third calculation submodule, configured to calculate the object quantity ratio according to the adjusted resource amount and the object quantity;

[0145] The fourth calculation submodule is used to calculate the ratio of the number of available objects according to the adjusted resource amount and the number of available objects.

[0146] Optionally, the device further comprises:

[0147] a fifth calculation module, configured to set a transfer ratio of the object to be transferred out in response to a trigger operation on the conversion control, and calculate a transfer resource amount of the object to be transferred out according to the transfer ratio of the object to be transferred out;

[0148] A determination module, configured to obtain the resource amount of the candidate transfer-in objects, and select the candidate transfer-in objects whose resource amount is the same as the outgoing resource amount of the object to be transferred out as the transfer-in objects;

[0149] The processing module is used for, in response to a triggering operation on a selection control of the transfer-in object, moving the object to be transferred out of the current factor combination and adding the transfer-in object to the current factor combination.

[0150] Optionally, the device further comprises:

[0151] A first display module, configured to display the actual resource amount of the object in the target factor combination on the combination deviation adjustment page in response to a trigger operation on the combination deviation adjustment control;

[0152] A sixth calculation module, used to calculate the cosine similarity with the target factor combination according to the actual resource amount of the object;

[0153] The second adjustment module is used to set the target difference value displayed on the combination deviation adjustment page to a third preset value if the cosine similarity is higher than the second preset value, and adjust the actual resource amount of the object in the current factor combination according to the third preset value.

[0154] Optionally, the device further comprises:

[0155] A second display module, for displaying the industry attributes, execution progress, floating information and restriction release information of the current factor combination on the object adjustment interface in response to a triggering operation on the object adjustment control;

[0156] The third display module is used to respond to the triggering operation of the current factor combination drop-down control, and to display all the objects in the current factor combination, the actual resource proportion of each object in the current factor combination, the adjusted resource amount of each object, and the execution status of each object in the object adjustment interface.

[0157] In an embodiment of the present application, in response to a trigger operation on a combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained, and the expected resource amount of each object in the current factor combination is calculated according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination, and the actual resource amount of each object in the current factor combination is obtained. The adjusted resource amount of the object is calculated according to the expected resource amount of the object and the actual resource amount of the object, and the actual resource amount of the object is adjusted according to the adjusted resource amount of the object, and the adjusted actual resource amount of the object is displayed in the combination management interface. The embodiment of the present application can directly allocate resources to the objects in the current factor combination in the interface, so that the adjusted actual resource amount of the object is displayed in the interface, providing a more comprehensive resource allocation management system, which can reduce the time spent on resource allocation and improve the efficiency of resource allocation when allocating resources.

[0158] As for the device embodiment, since it is basically similar to the method embodiment, the description is relatively simple, and the relevant parts can be referred to the partial description of the method embodiment.

[0159] The present application embodiment discloses an electronic device, such as Fig.14 As shown, it includes: a processor 1401 and a memory 1402, the memory 1402 stores programs or instructions that can be run on the processor 1401, and when the program or instruction is executed by the processor 1401, it implements the interface display method of resource allocation as described in any of the above items.

[0160] An embodiment of the present application discloses a computer-readable storage medium, in which at least one instruction, at least one program, a code set or an instruction set is stored. The at least one instruction, the at least one program, the code set or the instruction set is loaded by a processor and executed by an interface display method for resource allocation as described in any one of the above items.

[0161] The various embodiments in this specification are described in a progressive manner, and each embodiment focuses on the differences from other embodiments. The same or similar parts between the various embodiments can be referenced to each other.

[0162] Those skilled in the art will appreciate that the embodiments of the present application can be provided as methods, devices, or computer program products. Therefore, the present application can adopt the form of a complete hardware embodiment, a complete software embodiment, or an embodiment in combination with software and hardware. Moreover, the present application can adopt the form of a computer program product implemented on one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.

[0163] The embodiments of the present application are described with reference to the flowcharts and / or block diagrams of the methods, terminal devices (systems), and computer program products according to the embodiments of the present application. It should be understood that each process and / or box in the flowchart and / or block diagram, as well as the combination of the processes and / or boxes in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing terminal device to generate a machine, so that the instructions executed by the processor of the computer or other programmable data processing terminal device generate instructions for implementing the processes in the flowchart and / or block diagram. Figure 1 A process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.

[0164] These computer program instructions may also be stored in a computer readable memory capable of directing a computer or other programmable data processing terminal device to operate in a specific manner, so that the instructions stored in the computer readable memory produce a manufactured product including an instruction device, which implements the process Figure 1 A process or multiple processes and / or boxes Figure 1 A function specified in one or more boxes.

[0165] These computer program instructions can also be loaded onto a computer or other programmable data processing terminal device so that a series of operating steps are executed on the computer or other programmable terminal device to produce a computer-implemented process, thereby providing instructions for executing on the computer or other programmable terminal device to implement the process. Figure 1 A process or multiple processes and / or boxes Figure 1 The steps for the functions specified in one or more boxes.

[0166] Although the preferred embodiments of the present application have been described, those skilled in the art may make additional changes and modifications to these embodiments once they have learned the basic creative concept. Therefore, the appended claims are intended to be interpreted as including the preferred embodiments and all changes and modifications that fall within the scope of the embodiments of the present application.

[0167] Finally, it should be noted that, in this article, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "include", "comprise" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or terminal device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or terminal device. In the absence of further restrictions, the elements defined by the sentence "comprise a ..." do not exclude the existence of other identical elements in the process, method, article or terminal device including the elements.

[0168] The above is a detailed introduction to the resource allocation interface display method, device, equipment and storage medium provided by the present application. Specific examples are used in this article to illustrate the principles and implementation methods of the present application. The description of the above embodiments is only used to help understand the method of the present application and its core idea; at the same time, for general technical personnel in this field, according to the idea of ​​the present application, there will be changes in the specific implementation method and application scope. In summary, the content of this specification should not be understood as a limitation on the present application.

Claims

1. A resource allocation interface display method, characterized in that: The method comprises: In response to a trigger operation on the combination management control, the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination are obtained; Calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination; Obtain the actual resource amount of each object in the current factor combination, calculate the adjusted resource amount of the object based on the expected resource amount of the object and the actual resource amount of the object, adjust the actual resource amount of the object based on the adjusted resource amount of the object, and display the adjusted actual resource amount of the object on the combination management interface.

2. The method according to claim 1, characterized in that The calculating the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount proportion of each object in the target factor combination includes: The expected resource amount of each object in the current factor combination is obtained by multiplying the sum of the expected resource amounts of each object in the target factor combination by the actual resource amount ratio of each object in the target factor combination; The calculating the adjusted resource amount of the object according to the expected resource amount of the object and the actual resource amount of the object includes: Subtracting the expected resource amount of the object from the actual resource amount of the object to obtain the adjusted resource amount of the object.

3. The method according to claim 1, characterized in that The adjusting the actual resource amount of the object according to the adjusted resource amount of the object includes: If the adjusted resource amount of the object is greater than the first preset value, modifying the actual resource amount of the object to the expected resource amount of the object, and adding the object to the current factor combination; If the adjusted resource amount of the object is less than the first preset value, the object is removed from the current factor combination.

4. The method according to claim 2, characterized in that: The method further comprises: If there are multiple objects removed from the current factor combination, the actual resource amounts of the multiple removed objects are summed up to obtain the sum of the actual resource amounts of the multiple removed objects and the actual resource amount ratios of the multiple removed objects; Subtract the sum of actual resource amounts of the removed objects from the expected resource amount of the current factor combination to obtain the sum of expected resource amounts of the remaining objects in the current factor combination; Calculate the total proportion of the actual resource amounts of the remaining objects according to the proportion of the actual resource amounts of the multiple removed objects; The actual resource amount ratio of each of the remaining objects is divided by the total actual resource amount ratio of the remaining objects, and then multiplied by the total expected resource amounts of the remaining objects to obtain the expected resource amount of each of the remaining objects to update the actual resource amounts of the remaining objects.

5. The method according to claim 1, characterized in that: The adjusted resource amount is an adjusted resource ratio, and the method further includes: Get the adjusted resource ratio of the object to be allocated in the current factor combination; In response to a triggering operation on the object adjustment control, modifying the value corresponding to the adjustment item of the object to be allocated to the adjustment resource ratio of the object to be allocated; Calculate the target adjusted resource ratio, object quantity ratio, and available object quantity ratio of the objects to be allocated according to the adjusted resource ratio of the objects to be allocated; The adjusted resource ratio, the target adjusted resource ratio, the object quantity ratio, and the available object quantity ratio are summarized into a table, and the table is displayed on the object adjustment interface.

6. The method according to claim 5, characterized in that The step of calculating the target adjusted resource ratio, the object quantity ratio, and the available object quantity ratio of the objects to be allocated according to the adjusted resource ratio of the objects to be allocated includes: Get the total invested resources, current adjusted resource ratio, number of objects, and number of available objects; Calculate the adjusted resource amount of the object to be allocated according to the adjusted resource ratio and the total input resources; Calculating the target adjusted resource ratio according to the adjusted resource amount and the current adjusted resource ratio; Calculating the object quantity ratio according to the adjusted resource amount and the object quantity; The available object quantity ratio is calculated according to the adjusted resource amount and the available object quantity.

7. The method according to claim 1, characterized in that The method further comprises: In response to a triggering operation on a conversion control, a transfer ratio of the object to be transferred out is set, and a transfer resource amount of the object to be transferred out is calculated according to the transfer ratio of the object to be transferred out; Acquire the resource amount of the candidate transfer-in objects, and select the candidate transfer-in objects whose resource amount is the same as the outgoing resource amount of the object to be transferred out as the transfer-in objects; In response to a triggering operation on a selection control of the transfer-in object, the object to be transferred out is moved out of the current factor combination, and the transfer-in object is added to the current factor combination.

8. The method according to claim 1, characterized in that The method further comprises: In response to a trigger operation on the combination deviation adjustment control, displaying the actual resource amount of the object in the target factor combination on the combination deviation adjustment page; Calculate the cosine similarity of the target factor combination according to the actual resource amount of the object; If the cosine similarity is higher than the second preset value, the target difference value displayed on the combination deviation adjustment page is set to a third preset value, and the actual resource amount of the object in the current factor combination is adjusted according to the third preset value.

9. The method according to claim 1, characterized in that: The method further comprises: In response to a triggering operation on the object adjustment control, displaying the industry attributes, execution progress, floating information, and restriction release information of the current factor combination on the object adjustment interface; In response to the triggering operation of the current factor combination drop-down control, all the objects in the current factor combination, the actual resource proportion of each object in the current factor combination, the adjusted resource amount of each object, and the execution status of each object are displayed in the object adjustment interface.

10. A resource allocation interface display device, characterized in that: The device comprises: A first acquisition module is used to obtain the total amount of expected resources of each object in the current factor combination and the actual resource proportion of each object in the target factor combination in response to a trigger operation on the combination management control; A first calculation module, configured to calculate the expected resource amount of each object in the current factor combination according to the sum of the expected resource amounts of each object in the current factor combination and the actual resource amount ratio of each object in the target factor combination; The first adjustment module is used to obtain the actual resource quantity of each object in the current factor combination, calculate the adjusted resource quantity of the object according to the expected resource quantity of the object and the actual resource quantity of the object, adjust the actual resource quantity of the object according to the adjusted resource quantity of the object, and display the adjusted actual resource quantity of the object on the combination management interface.

11. An electronic device, characterized in that: The electronic device includes a processor and a memory, wherein the memory stores at least one instruction, at least one program, a code set or an instruction set, and the at least one instruction, the at least one program, the code set or the instruction set is loaded and executed by the processor to implement the interface display method for resource allocation as described in any one of claims 1 to 9.

12. A readable storage medium, characterized in that: When the instructions in the storage medium are executed by a processor of an electronic device, the electronic device is enabled to execute any one of the methods described in claims 1-9.

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