Financial product transaction reminding method and device

Abstract

The embodiment of the invention provides a financial product transaction reminding method and device, and relates to the technical field of data processing, and the method comprises the steps: creating a financial product basket; obtaining transaction parameters corresponding to the financial products in the financial product basket; for each financial product basket, obtaining transaction task parameters of the financial product basket; obtaining respective transaction triggering conditions of the financial products; for each financial product, continuously obtaining market information of the financial product, and if it is determined that a transaction triggering condition corresponding to the financial product is met based on the market information, generating and displaying a transaction prompt; and under the condition that the user determines to perform the transaction based on the transaction reminding, initiating the transaction of the financial product according to the transaction parameter corresponding to the financial product and the transaction task parameter of the financial basket to which the financial product belongs. By applying the scheme provided by the embodiment of the invention, the financial product monitoring and transaction efficiency can be improved.

Description

Technical Field

[0001] The present application relates to the field of data processing technology, and in particular to a method and device for reminding financial product transactions. Background Art

[0002] In the financial market, market conditions are of great significance to investors. Real-time dynamic monitoring of market conditions can help investors promptly discover investment opportunities in the market, such as price fluctuations, trend changes, market anomalies, etc., so as to make trading decisions quickly.

[0003] However, the prices of financial products fluctuate continuously with market conditions. To seize the right trading opportunity, investors need to monitor market fluctuations in real time and make informed decisions. However, manual monitoring of financial product prices is inefficient. Summary of the Invention

[0004] The purpose of the embodiments of this application is to provide a method and device for reminding users of financial product transactions, thereby improving the efficiency of financial product monitoring and transactions. The specific technical solutions are as follows:

[0005] In a first aspect, an embodiment of the present application provides a financial product transaction reminder method, the method comprising:

[0006] Creating a financial product basket, wherein the financial product basket includes at least one financial product to be traded;

[0007] Obtaining transaction parameters corresponding to each financial product in the financial product basket, wherein the transaction parameters include: transaction direction, transaction price, and transaction quantity of the corresponding financial product;

[0008] For each financial product basket, obtaining transaction task parameters for the financial product basket, wherein the transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket;

[0009] Obtaining the transaction trigger conditions of each financial product;

[0010] For each financial product, continuously obtain market information for that financial product. If the transaction trigger conditions corresponding to that financial product are determined to be met based on the market information, generate and display a transaction reminder.

[0011] When the user determines to conduct a transaction based on the transaction reminder, a transaction for the financial product is initiated according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs.

[0012] In one embodiment of the present application, after initiating the transaction of the financial product, the method further includes:

[0013] If it is determined based on market information that the transaction price of a financial product in the financial product basket cannot be continuously met, trading will be suspended after the trading period of the financial product basket to which the financial product belongs ends.

[0014] In one embodiment of the present application, initiating a transaction on the financial product includes:

[0015] Generate a master transaction order and multiple child transactions for the financial product, where the master transaction order represents a target transaction quantity of the financial product, and each child transaction order represents a target sub-quantity of the financial product. The sum of the target sub-quantities is the target quantity, which is the transaction quantity in the transaction parameters corresponding to the financial product.

[0016] Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

[0017] In one embodiment of the present application, after initiating the transaction of the financial product according to each transaction sub-order in sequence according to the preset period, the method further includes:

[0018] After receiving the transaction information display instruction for the financial product, the transaction information of the transaction master order and each transaction child order is displayed, wherein the transaction information includes at least one of the following: the identification of the traded financial product, the transaction time, the actual transaction volume, the actual transaction price, and the actual transaction method.

[0019] In one embodiment of the present application, obtaining the transaction trigger conditions of each of the financial products includes:

[0020] Determine a conditional formula component selected by the user from a preset condition library, wherein the conditional formula component includes an operator and parameters of the transaction trigger condition;

[0021] The selected conditional formula components are combined into a transaction triggering condition formula representing a transaction triggering condition.

[0022] In a second aspect, an embodiment of the present application provides a financial product transaction reminder device, the device comprising:

[0023] A basket creation module, configured to create a financial product basket, wherein the financial product basket includes at least one financial product to be traded;

[0024] a parameter acquisition module, configured to acquire transaction parameters corresponding to each financial product in the financial product basket, wherein the transaction parameters include: transaction direction, transaction price, and transaction quantity of the corresponding financial product;

[0025] A task acquisition module is configured to acquire, for each financial product basket, transaction task parameters for the financial product basket, wherein the transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket;

[0026] A condition acquisition module, used to obtain the transaction trigger conditions of each financial product;

[0027] A transaction reminder module is used to continuously obtain market information for each financial product and generate and display a transaction reminder if the transaction trigger conditions corresponding to the financial product are determined to be met based on the market information;

[0028] The transaction initiation module is used to initiate a transaction for the financial product according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs, when the user determines to conduct a transaction based on the transaction reminder.

[0029] In one embodiment of the present application, the device further comprises:

[0030] The trading stop module is used to stop trading after the trading time of the financial product basket to which the financial product belongs ends, if it is determined based on market information that the trading price of the financial product in the financial product basket cannot be continuously met.

[0031] In one embodiment of the present application, the transaction initiation module is specifically configured to:

[0032] For each financial product, market information for that financial product is continuously acquired. If, based on the market information, the transaction trigger conditions corresponding to that financial product are determined to be met, a transaction reminder is generated and displayed. If the user decides to trade based on the transaction reminder, a master transaction order and multiple child transactions are generated for that financial product according to the transaction parameters corresponding to that financial product. The master transaction order represents the target transaction quantity for that financial product, and each child transaction order represents a target sub-quantity of transactions for that financial product. The sum of the target sub-quantities is the target quantity, which is the transaction quantity specified in the transaction parameters corresponding to that financial product.

[0033] Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

[0034] In one embodiment of the present application, the device further comprises:

[0035] An information display module is configured to display the transaction information of the master transaction order and each child transaction order upon receiving a transaction information display instruction for the financial product, wherein the transaction information includes at least one of the following: the identification of the traded financial product, the transaction time, the actual transaction volume, the actual transaction price, and the actual transaction method.

[0036] In one embodiment of the present application, the condition acquisition module is specifically configured to:

[0037] Determine a conditional formula component selected by the user from a preset condition library, wherein the conditional formula component includes an operator and parameters of the transaction trigger condition;

[0038] The selected conditional formula components are combined into a transaction triggering condition formula representing a transaction triggering condition.

[0039] In a third aspect, an embodiment of the present application provides an electronic device, including a processor, a communication interface, a memory, and a communication bus, wherein the processor, the communication interface, and the memory communicate with each other via the communication bus;

[0040] Memory for storing computer programs;

[0041] The processor is configured to implement any of the method steps described in the first aspect when executing a program stored in the memory.

[0042] In a fourth aspect, an embodiment of the present application provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, any of the method steps described in the first aspect is implemented.

[0043] In a fifth aspect, an embodiment of the present application further provides a computer program product comprising instructions, which, when executed on a computer, enables the computer to execute any of the methods described in the first aspect above.

[0044] Beneficial effects of the embodiments of the present application:

[0045] The financial product transaction reminder method provided in embodiments of the present application can pre-set transaction trigger conditions and transaction parameters for at least one to-be-traded financial product included in a financial product basket, set transaction task parameters for the financial product basket, and monitor the market conditions of each financial product in real time. When the transaction trigger conditions for the financial product are determined to have been met, a transaction reminder is automatically displayed to the user, prompting the user to trade. After the user confirms the transaction, the financial product is traded according to the transaction task parameters of the financial product basket. This process eliminates the need for the user to continuously monitor market conditions, allowing users to conveniently complete financial product transactions and reducing the probability of missing trading opportunities. This, in turn, improves the efficiency of financial product monitoring and trading. BRIEF DESCRIPTION OF THE DRAWINGS

[0046] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the following briefly introduces the drawings required for use in the embodiments or the description of the prior art. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other embodiments can also be obtained based on these drawings.

[0047] Figure 1 A flowchart of the first financial product transaction reminder method provided in an embodiment of the present application;

[0048] Figure 2 A flowchart of the second financial product transaction reminder method provided in an embodiment of the present application;

[0049] Figure 3 A flowchart of the third financial product transaction reminder method provided in an embodiment of the present application;

[0050] Figure 4 A schematic diagram of the financial product trading system architecture provided for this application;

[0051] Figure 5 A schematic diagram of the structure of a financial product transaction reminder device provided in an embodiment of the present application;

[0052] Figure 6 A schematic diagram of the structure of an electronic device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0053] The following will be combined with the drawings in the embodiments of this application to clearly and completely describe the technical solutions in the embodiments of this application. Obviously, the embodiments described are only part of the embodiments of this application, not all of the embodiments. Based on the embodiments in this application, all other embodiments obtained by ordinary technicians in this field based on this application are within the scope of protection of this application.

[0054] In order to improve the efficiency of financial product monitoring and trading, embodiments of the present application provide a financial product transaction reminder method and device.

[0055] See also Figure 1 , which is a flow chart of the first financial product transaction reminder method provided in an embodiment of the present application, including the following steps S101-S106.

[0056] S101: Create a financial product basket.

[0057] The financial product basket contains at least one financial product to be traded.

[0058] The financial instruments to be traded can be stocks or bonds. Users can manually create a financial instrument basket and add financial instruments to it, or use a pre-set template to import financial instruments in batches.

[0059] Financial products to be traded include financial products to be bought or financial products to be sold.

[0060] In one embodiment of the present application, users are supported to create, delete, and modify the names of financial product baskets as needed. Users can create one or more financial product baskets as needed, and for each financial product basket, monitor and initiate transactions for the financial products within it according to steps S102-S106 below.

[0061] In addition, users are supported to add, delete, and view the financial products included in the financial product basket.

[0062] S102: Obtain the transaction parameters corresponding to each financial product in the financial product basket.

[0063] The above-mentioned transaction parameters include: the transaction direction, transaction price and transaction quantity of the corresponding financial product.

[0064] The transaction direction is either buy or sell. The transaction price is used to limit the market price of each financial product to the transaction price when trading with a limit order. When the transaction direction is buy, the transaction price is used to set the maximum buy price, and the transaction will be conducted when the current market price of the financial product is lower than the transaction price. When the transaction direction is sell, the transaction price is used to set the minimum sell price, and the transaction will be conducted when the current market price of the financial product is higher than the transaction price.

[0065] S103: For each financial product basket, obtain the transaction task parameters of the financial product basket.

[0066] The transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket.

[0067] S104: Obtain the transaction triggering conditions of each of the above financial products.

[0068] The above-mentioned transaction trigger conditions may include trading when the increase reaches a preset increase, trading when the decrease reaches a preset decrease, trading when the increase ratio reaches a preset increase ratio, trading when the decrease ratio reaches a preset decrease ratio, trading when the market price of each financial product is higher or lower than a first preset price, trading when the market price at the previous day's closing is higher or lower than a second preset price, trading when the MA (Moving Average) value is higher or lower than a preset MA value, trading when the trading volume in the market within the recent preset period reaches a preset trading volume, etc. These conditions can be set according to actual needs.

[0069] For example, trading is conducted when the increase ratio is greater than 3%, trading is conducted when the market price of each financial product is higher than 100 yuan, etc.

[0070] In one embodiment of the present application, the transaction triggering conditions can be obtained through the following steps A-B.

[0071] Step A: Determine the conditional formula component selected by the user in the preset condition library.

[0072] The above conditional formula components include operators and parameters related to transaction triggering conditions.

[0073] The above operators include the greater than sign, less than sign, plus sign, minus sign, brackets, division sign, multiplication sign, percent sign, etc. The parameters of the transaction trigger conditions include the identifier of the financial product (such as stock code, etc.), market price, trading volume, etc.

[0074] Step B: Combining the selected conditional formula components into a transaction triggering condition formula representing the transaction triggering condition.

[0075] Users can select conditional formula components from the conditional library to form a transaction trigger condition formula that meets their needs. The backend can then combine the conditional formula components selected by the user into a transaction trigger condition formula in the order set by the user.

[0076] The execution entity of the embodiment of the present application can also store the transaction trigger condition formulas entered by the user in the history into the condition library, so that the user can directly select the edited condition library later.

[0077] S105: For each financial product, continuously obtain the market information of the financial product. If it is determined based on the market information that the transaction trigger condition corresponding to the financial product is met, generate and display a transaction reminder.

[0078] S106: When the user determines to conduct a transaction based on the transaction reminder, a transaction for the financial product is initiated according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs.

[0079] In one embodiment of the present application, for each financial product, market information for that financial product is periodically obtained every predetermined acquisition period. The market information includes current market trading volume, current market price, etc. To ensure that the market information closely matches current market conditions, the predetermined acquisition period can be set to as short a time as possible, for example, 30 seconds, 1 minute, etc.

[0080] After obtaining market information, it is matched with the transaction trigger conditions to calculate whether the transaction trigger conditions are met.

[0081] From the time the transaction trigger conditions are set until the transaction trigger conditions are met, if the market information obtained this time is the same as any previously collected market information that does not meet the transaction trigger conditions, then no judgment will be made on whether the transaction trigger conditions are met, thereby reducing the number of judgments on whether the transaction trigger conditions are met and saving computing resources.

[0082] After determining that the transaction trigger conditions are met, you can stop obtaining market information for the financial product, thereby saving computing resources.

[0083] In addition, the transaction status of each financial product can also be recorded and displayed, including setting the status to monitoring after the financial product monitoring is started, setting the status to triggered after the transaction trigger condition is triggered, and setting the status to completed transaction after the transaction is completed.

[0084] In another embodiment of the present application, transaction reminders can be displayed using pop-up windows, voice notifications, message reminders, or text messages. After the user confirms the transaction, the purchase or sale of the financial product is determined according to the transaction method specified in the set transaction parameters, and the number of shares purchased or sold is the transaction quantity specified in the transaction parameters. A transaction slip is generated, recording the transaction method and transaction quantity, and sent to the market server, thereby initiating the transaction for the financial product.

[0085] As can be seen from the above, embodiments of the present application can pre-set transaction trigger conditions and transaction parameters for at least one to-be-traded financial product included in a financial product basket, set transaction task parameters for the financial product basket, and monitor the market conditions of each financial product in real time. When the transaction trigger conditions for the financial product are determined to have been met, a transaction reminder is automatically displayed to the user, prompting the user to trade. After the user confirms the transaction, the financial product is traded according to the transaction task parameters of the financial product basket. This process eliminates the need for the user to continuously monitor market conditions, allowing users to conveniently complete financial product transactions and reducing the likelihood of missing trading opportunities. This, in turn, improves the efficiency of financial product monitoring and trading.

[0086] See also Figure 2, which is a flow chart of the second financial product transaction reminder method provided in an embodiment of the present application, including the following steps S201-S208.

[0087] S201: The user creates a new financial product basket and names it.

[0088] S202: The user adds or imports one or more financial products.

[0089] S203: The user sets the transaction parameters for each financial product.

[0090] S204: The user sets the transaction trigger conditions for each financial product.

[0091] S205: The user sets the transaction task parameters for the financial product basket.

[0092] S206: The user starts the transaction monitoring task.

[0093] S207: After the system monitoring reaches the preset transaction trigger condition, a transaction prompt is issued.

[0094] S208: The user confirms the transaction prompt and the system initiates the transaction.

[0095] The specific implementation of steps S201 to S208 can be found in the previous description and will not be repeated here.

[0096] See also Figure 3 , is a flow chart of the third financial product transaction reminder method provided in the embodiment of the present application, which is similar to the aforementioned Figure 1 Compared with the embodiment shown, the following step S107 is also included after step S106.

[0097] S107: If it is determined based on market information that the transaction price of the financial product in the financial product basket cannot be continuously met, then the transaction is stopped after the transaction time of the financial product basket to which the financial product belongs ends.

[0098] Because the market price of a financial product may fluctuate during the trading process, it may fall below the transaction price after the transaction begins. Alternatively, the transaction trigger conditions may conflict with the transaction price, resulting in the market price not reaching the transaction price when the transaction trigger conditions are met. For example, if the initial price is 100 yuan and the transaction trigger condition is to sell after the price increases by 5%, then if the market price rises to 105 yuan, the transaction trigger condition is met, but the transaction price is set at 110 yuan. In other words, although the transaction trigger condition is met, the transaction price does not reach the pre-set transaction price. If this occurs, the market price at the time of the transaction does not meet the transaction price set in the transaction parameters, indicating that the transaction trigger condition and the transaction price are inconsistent.

[0099] In order to avoid a mismatch between the actual transaction price and the transaction price set by the user, if the market price of the financial product continues to fail to meet the transaction price, the transaction will be stopped after the transaction time.

[0100] The above-mentioned continuous failure to meet the transaction price means that the duration of failure to meet the transaction price is the preset duration, and the preset duration is less than or equal to the transaction duration.

[0101] As can be seen from the above, after a transaction is triggered, the relationship between the market price and the transaction price set by the user can be continuously monitored to avoid trading when the market price exceeds the transaction price expected by the user.

[0102] In one embodiment of the present application, the transaction quantity set by the user may exceed the maximum quantity that can be traded in a single transaction as stipulated by the market. In this case, the transaction of the financial product can be initiated through the following steps C-D.

[0103] Step C: Generate a master transaction order and multiple child transaction orders for the financial product.

[0104] The above-mentioned transaction master order represents: the transaction target quantity of the financial product, and each transaction sub-order represents the transaction target sub-quantity of the financial product. The sum of each target sub-quantity is the above-mentioned target quantity, and the above-mentioned target quantity is the transaction quantity in the transaction parameters corresponding to the financial product.

[0105] The target sub-quantity corresponding to each transaction sub-order is less than or equal to the maximum quantity that can be traded in a single transaction fixed by the market.

[0106] In one case, the target quantity can be divided by the maximum single transaction quantity, and the result rounded up to get the number of trading sub-orders. If the target quantity is evenly divisible by the maximum single transaction quantity, the target sub-quantity for each trading sub-order equals the maximum single transaction quantity. If it is not evenly divisible, if there are n trading sub-orders in total, the target sub-quantity for n-1 of them equals the maximum single transaction quantity, and the target sub-quantity for the remaining trading sub-order equals the remainder of the target quantity divided by the maximum single transaction quantity.

[0107] In another case, the target number of sub-orders corresponding to each transaction sub-order can be arbitrarily set. The target number of sub-orders corresponding to each transaction sub-order can be the same or different. As long as the target number of sub-orders is less than or equal to the maximum number of sub-orders that can be traded at a time, the sum of the target numbers of sub-orders corresponding to each transaction sub-order reaches the target number. This embodiment of the present application is not limited to this.

[0108] Step D: Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

[0109] Since the trading time of each trading sub-order is different, the actual market price when trading according to each trading sub-order may be different as the market changes, so the actual transaction price when trading according to each trading sub-order may be different.

[0110] As can be seen from the above, in the embodiment of the present application, transactions of financial products with large trading volumes can be automatically split into transaction sub-orders for trading, so no user operation is required, thereby improving transaction efficiency.

[0111] In another embodiment of the present application, the following step E is further performed after step D.

[0112] Step E: After receiving the transaction information display instruction for the financial product, the transaction information of the above-mentioned transaction master order and each transaction child order is displayed.

[0113] The transaction information includes at least one of the following: the identifier of the traded financial product, the transaction time, the actual transaction volume, the actual transaction price, and the actual transaction direction.

[0114] The identifier of the above-mentioned financial product may be the name of the financial product or the stock code.

[0115] After each transaction is completed, the transaction information for the master order and each child order is stored. Users can retrieve this stored transaction information by actual transaction time, financial product identifier, actual transaction direction, and actual transaction price, or retrieve the transaction information of each financial product included in the financial product basket. The transaction information of each financial product can be sorted and displayed in order of actual transaction time and actual transaction price, allowing users to view transaction information at any time.

[0116] In addition, users can also update the information of the parent order to be traded as needed, such as updating the transaction price, transaction quantity, transaction method, transaction trigger conditions, or suspend or cancel the transaction of the parent order.

[0117] See also Figure 4 , is a schematic diagram of the financial product trading system architecture provided in this application.

[0118] The diagram includes two parts: functional modules and background services.

[0119] The backend services include the market source service and the trading counter. The market source service is used to obtain market information, and the trading counter is used to initiate transactions with the market server.

[0120] The functional modules include basket management, formula editor, basket details, market monitoring, and task management.

[0121] Basket management includes the functions of adding a new basket, viewing a basket, deleting a basket, and modifying a basket.

[0122] The formula editor contains a basic condition library and a custom condition library. The basic condition library contains the system's default condition components, while the custom condition library contains user-defined transaction trigger condition formulas.

[0123] The basket details include the financial product information included in the basket, transaction parameters, and transaction trigger conditions.

[0124] Market monitoring includes the functions of starting monitoring tasks, viewing monitoring tasks, updating monitoring status, and triggering monitoring.

[0125] Task management includes viewing parent order information, updating parent order information, pausing / canceling parent order, viewing child order information, and viewing child order transactions.

[0126] Corresponding to the aforementioned financial product transaction reminder method, the present application embodiment also provides a financial product transaction reminder device, see Figure 5 , is a schematic diagram of the structure of a financial product transaction reminder device provided in an embodiment of the present application, the device comprising:

[0127] A basket creation module 501 is configured to create a financial product basket, wherein the financial product basket includes at least one financial product to be traded;

[0128] A parameter acquisition module 502 is configured to acquire transaction parameters corresponding to each financial product in the financial product basket, wherein the transaction parameters include: transaction direction, transaction price, and transaction quantity of the corresponding financial product;

[0129] The task acquisition module 503 is configured to acquire, for each financial product basket, transaction task parameters for the financial product basket, wherein the transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket;

[0130] Condition acquisition module 504, used to obtain the transaction trigger conditions of each financial product;

[0131] The transaction reminder module 505 is used to continuously obtain market information of each financial product and generate and display a transaction reminder if the transaction trigger condition corresponding to the financial product is determined to be met based on the market information;

[0132] The transaction initiation module 506 is configured to initiate a transaction for the financial product according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs, when the user determines to conduct a transaction based on the transaction reminder.

[0133] As can be seen from the above, embodiments of the present application can pre-set transaction trigger conditions and transaction parameters for at least one to-be-traded financial product included in a financial product basket, set transaction task parameters for the financial product basket, and monitor the market conditions of each financial product in real time. When the transaction trigger conditions for the financial product are determined to have been met, a transaction reminder is automatically displayed to the user, prompting the user to trade. After the user confirms the transaction, the financial product is traded according to the transaction task parameters of the financial product basket. This process eliminates the need for the user to continuously monitor market conditions, allowing users to conveniently complete financial product transactions and reducing the likelihood of missing trading opportunities. This, in turn, improves the efficiency of financial product monitoring and trading.

[0134] In one embodiment of the present application, the device further comprises:

[0135] The trading stop module is used to stop trading after the trading time of the financial product basket to which the financial product belongs ends, if it is determined based on market information that the trading price of the financial product in the financial product basket cannot be continuously met.

[0136] As can be seen from the above, after a transaction is triggered, the relationship between the market price and the transaction price set by the user can be continuously monitored to avoid trading when the market price exceeds the transaction price expected by the user.

[0137] In one embodiment of the present application, the transaction initiation module 506 is specifically configured to:

[0138] For each financial product, market information for that financial product is continuously acquired. If, based on the market information, the transaction trigger conditions corresponding to that financial product are determined to be met, a transaction reminder is generated and displayed. If the user decides to trade based on the transaction reminder, a master transaction order and multiple child transactions are generated for that financial product according to the transaction parameters corresponding to that financial product. The master transaction order represents the target transaction quantity for that financial product, and each child transaction order represents a target sub-quantity of transactions for that financial product. The sum of the target sub-quantities is the target quantity, which is the transaction quantity specified in the transaction parameters corresponding to that financial product.

[0139] Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

[0140] As can be seen from the above, in the embodiment of the present application, transactions of financial products with large trading volumes can be automatically split into transaction sub-orders for trading, so no user operation is required, thereby improving transaction efficiency.

[0141] In one embodiment of the present application, the device further comprises:

[0142] An information display module is configured to display the transaction information of the master transaction order and each child transaction order upon receiving a transaction information display instruction for the financial product, wherein the transaction information includes at least one of the following: the identification of the traded financial product, the transaction time, the actual transaction volume, the actual transaction price, and the actual transaction method.

[0143] In one embodiment of the present application, the condition acquisition module 504 is specifically configured to:

[0144] Determine a conditional formula component selected by the user from a preset condition library, wherein the conditional formula component includes an operator and parameters of the transaction trigger condition;

[0145] The selected conditional formula components are combined into a transaction triggering condition formula representing a transaction triggering condition.

[0146] The present application also provides an electronic device, such as Figure 6 As shown, it includes a processor 601 , a communication interface 602 , a memory 603 and a communication bus 604 , wherein the processor 601 , the communication interface 602 and the memory 603 communicate with each other via the communication bus 604 .

[0147] Memory 603, used for storing computer programs;

[0148] The processor 601 is configured to implement any of the steps of the aforementioned financial product transaction reminder method when executing the program stored in the memory 603 .

[0149] As can be seen from the above, embodiments of the present application can pre-set transaction trigger conditions and transaction parameters for at least one to-be-traded financial product included in a financial product basket, set transaction task parameters for the financial product basket, and monitor the market conditions of each financial product in real time. When the transaction trigger conditions for the financial product are determined to have been met, a transaction reminder is automatically displayed to the user, prompting the user to trade. After the user confirms the transaction, the financial product is traded according to the transaction task parameters of the financial product basket. This process eliminates the need for the user to continuously monitor market conditions, allowing users to conveniently complete financial product transactions and reducing the likelihood of missing trading opportunities. This, in turn, improves the efficiency of financial product monitoring and trading.

[0150] The communication bus mentioned in the electronic device mentioned above may be a Peripheral Component Interconnect (PCI) bus or an Extended Industry Standard Architecture (EISA) bus. This communication bus can be divided into an address bus, a data bus, a control bus, etc. For ease of illustration, only one thick line is used in the figure, but this does not mean that there is only one bus or only one type of bus.

[0151] The communication interface is used for communication between the above electronic device and other devices.

[0152] The memory may include random access memory (RAM) or non-volatile memory (NVM), such as at least one disk storage. Alternatively, the memory may be at least one storage device located away from the processor.

[0153] The above-mentioned processor can be a general-purpose processor, including a central processing unit (CPU), a network processor (NP), etc.; it can also be a digital signal processor (DSP), an application specific integrated circuit (ASIC), a field programmable gate array (FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components.

[0154] In another embodiment provided in the present application, a computer-readable storage medium is further provided, wherein a computer program is stored in the computer-readable storage medium. When the computer program is executed by a processor, the steps of any of the above-mentioned financial product transaction reminder methods are implemented.

[0155] In another embodiment provided by the present application, a computer program product including instructions is also provided, which, when executed on a computer, enables the computer to execute any of the financial product transaction reminder methods in the above embodiments.

[0156] In the above embodiments, it can be implemented in whole or in part by software, hardware, firmware or any combination thereof. When software is used for implementation, it can be implemented in whole or in part in the form of a computer program product. The computer program product includes one or more computer instructions. When the computer program instructions are loaded and executed on a computer, the process or function described in the embodiment of the present application is generated in whole or in part. The computer can be a general-purpose computer, a special-purpose computer, a computer network, or other programmable device. The computer instructions can be stored in a computer-readable storage medium or transmitted from one computer-readable storage medium to another computer-readable storage medium. For example, the computer instructions can be transmitted from a website, computer, server or data center to another website, computer, server or data center via a wired (e.g., coaxial cable, optical fiber, digital subscriber line (DSL)) or wireless (e.g., infrared, wireless, microwave, etc.) method. The computer-readable storage medium can be any available medium that a computer can access or a data storage device such as a server or data center that includes one or more available media integrations. The available medium can be a magnetic medium (e.g., a floppy disk, a hard disk, a tape), an optical medium (e.g., a DVD), or a semiconductor medium (e.g., a solid-state drive (SSD)).

[0157] It should be noted that, in this document, relational terms such as first and second, etc., are used only to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply the existence of any such actual relationship or order between these entities or operations. Moreover, the terms "comprises," "comprising," or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article, or device comprising a series of elements includes not only those elements, but also other elements not explicitly listed, or elements inherent to such process, method, article, or device. In the absence of further limitations, an element defined by the phrase "comprising a ..." does not exclude the presence of other identical elements in the process, method, article, or device comprising the element.

[0158] Each embodiment in this specification is described in a related manner. Similar portions between embodiments can be referenced to each other. Each embodiment focuses on the differences between other embodiments. In particular, since the apparatus, electronic device, computer-readable storage medium, and computer program product embodiments are generally similar to the method embodiments, their descriptions are relatively simplified. For related portions, reference can be made to the descriptions of the method embodiments.

[0159] The above description is only a preferred embodiment of the present application and is not intended to limit the scope of protection of the present application. Any modifications, equivalent replacements, improvements, etc. made within the spirit and principles of the present application are included in the scope of protection of the present application.

Claims

1. A financial product transaction reminder method, characterized in that: The method comprises: Creating a financial product basket, wherein the financial product basket includes at least one financial product to be traded; Obtaining transaction parameters corresponding to each financial product in the financial product basket, wherein the transaction parameters include: transaction direction, transaction price, and transaction quantity of the corresponding financial product; For each financial product basket, obtaining transaction task parameters for the financial product basket, wherein the transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket; Obtaining the transaction trigger conditions of each financial product; For each financial product, continuously obtain market information for that financial product. If the transaction trigger conditions corresponding to that financial product are determined to be met based on the market information, generate and display a transaction reminder. When the user determines to conduct a transaction based on the transaction reminder, a transaction for the financial product is initiated according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs.

2. The method according to claim 1, characterized in that After initiating the transaction of the financial product, the following steps are also included: If it is determined based on market information that the transaction price of a financial product in the financial product basket cannot be continuously met, trading will be suspended after the trading period of the financial product basket to which the financial product belongs ends.

3. The method according to claim 1, characterized in that Initiating a transaction on the financial product includes: Generate a master transaction order and multiple child transactions for the financial product, where the master transaction order represents a target transaction quantity of the financial product, and each child transaction order represents a target sub-quantity of the financial product. The sum of the target sub-quantities is the target quantity, which is the transaction quantity in the transaction parameters corresponding to the financial product. Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

4. The method according to claim 3, characterized in that After initiating the transaction of the financial product according to each transaction sub-order in sequence according to the preset period, the method further includes: After receiving the transaction information display instruction for the financial product, the transaction information of the transaction master order and each transaction child order is displayed, wherein the transaction information includes at least one of the following: the identification of the traded financial product, the transaction time, the actual transaction volume, the actual transaction price, and the actual transaction method.

5. The method according to any one of claims 1 to 4, characterized in that The obtaining of the transaction trigger conditions of each of the financial products includes: Determine a conditional formula component selected by the user from a preset condition library, wherein the conditional formula component includes an operator and parameters of the transaction trigger condition; The selected conditional formula components are combined into a transaction triggering condition formula representing a transaction triggering condition.

6. A financial product transaction reminder device, characterized in that: The device comprises: A basket creation module, configured to create a financial product basket, wherein the financial product basket includes at least one financial product to be traded; a parameter acquisition module, configured to acquire transaction parameters corresponding to each financial product in the financial product basket, wherein the transaction parameters include: transaction direction, transaction price, and transaction quantity of the corresponding financial product; A task acquisition module is configured to acquire, for each financial product basket, transaction task parameters for the financial product basket, wherein the transaction task parameters include: the algorithm type and transaction duration of the algorithm used when trading all financial products in the financial product basket; A condition acquisition module, used to obtain the transaction trigger conditions of each financial product; A transaction reminder module is used to continuously obtain market information for each financial product and generate and display a transaction reminder if the transaction trigger conditions corresponding to the financial product are determined to be met based on the market information; The transaction initiation module is used to initiate a transaction for the financial product according to the transaction parameters corresponding to the financial product and the transaction task parameters of the financial product basket to which the financial product belongs, when the user determines to conduct a transaction based on the transaction reminder.

7. The device according to claim 6, characterized in that The device further comprises: The trading stop module is used to stop trading after the trading time of the financial product basket to which the financial product belongs ends if it is determined based on market information that the trading price of the financial product in the financial product basket cannot be continuously met.

8. The device according to claim 6, characterized in that The transaction initiation module is specifically used to: For each financial product, market information for that financial product is continuously acquired. If, based on the market information, the transaction trigger conditions corresponding to that financial product are determined to be met, a transaction reminder is generated and displayed. If the user decides to trade based on the transaction reminder, a master transaction order and multiple child transactions are generated for that financial product according to the transaction parameters corresponding to that financial product. The master transaction order represents the target transaction quantity for that financial product, and each child transaction order represents a sub-target transaction quantity for that financial product. The sum of the sub-target quantities is the target quantity, which is the transaction quantity specified in the transaction parameters corresponding to that financial product. Initiate transactions for the financial product according to each transaction sub-order in sequence according to the preset cycle.

9. An electronic device, characterized in that: It includes a processor, a communication interface, a memory and a communication bus, wherein the processor, the communication interface and the memory communicate with each other via the communication bus; Memory for storing computer programs; A processor, configured to implement the method steps described in any one of claims 1 to 5 when executing a program stored in a memory.

10. A computer-readable storage medium, characterized in that The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method steps described in any one of claims 1 to 5 are implemented.

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