Graphical Interface for Quantitative Trading Strategy Execution
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Solution Overview
Problem
The existing quantitative trading strategies require users to have programming skills and knowledge of APIs, making it difficult for non-technical users to implement and execute them effectively, leading to a poor user experience.
Innovation Solution
A graphical interface is provided that allows users to execute quantitative trading strategies without writing code, enabling users to input instructions and parameters through a user-friendly interface, which automatically forms execution records and executes the strategies to obtain execution information.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Extent of automation
If users write program codes to execute quantitative trading strategies, then the trading strategy can be implemented with high flexibility and automation, but the operation becomes difficult for non-technical users and requires high professional restrictions
Solution Approach 1:
The patent introduces a graphical interface as an intermediary layer between the user and the automated trading system. This interface includes visual elements such as drag-and-drop components, configuration forms, and visual workflow editors that allow users to construct and execute trading strategies without writing code. The graphical interface translates user-friendly visual operations into the automated trading commands needed by the backend system, thereby maintaining high automation while dramatically improving ease of operation for non-technical users.
2Productivity
If users manually configure trading environment and learn API interfaces, then the trading system can be executed, but the operation process becomes complex and requires reading huge amount of API documents
Solution Approach 1:
The patent creates a visual copy or representation of the trading strategy configuration process. Instead of requiring users to work with raw API codes and technical documentation, the system provides graphical templates, visual workflow diagrams, and pre-configured interface elements that mirror the actual trading logic in a simplified visual format. This allows users to configure trading strategies by assembling visual blocks rather than writing and debugging code, significantly reducing operational complexity while maintaining full trading execution capability.
Solution Approach 2:
The patent transforms the parameters and configuration options from code-based inputs to visual, form-based inputs. Trading parameters such as entry conditions, exit conditions, position sizing, and risk management settings are presented as configurable fields in a graphical interface rather than code parameters. This parameter transformation allows users to modify trading strategy settings through simple form fills and visual selections, eliminating the need to read and interpret extensive API documentation while maintaining complete control over trading execution.
3Extent of automation
If all operations are performed in form of codes, then the trading automation can be achieved, but the user experience becomes poor and users can only monitor information based on values returned by interface
Solution Approach 1:
The patent adds a visual dimension to the trading automation interface. Instead of purely text-based code operations and numerical value returns, the system incorporates graphical representations of trading strategies, visual workflow diagrams, and graphical displays of trading positions and performance. This dimensional enhancement allows users to monitor and understand their automated trading activities through visual metaphors and graphical interfaces, making the automated system more intuitive and improving overall user experience without sacrificing automation capabilities.
Data Source
AI summary
Provided are a method and an apparatus for executing a quantitative trading strategy, for executing the quantitative trading strategy through a graphical interface, without requiring a user to have a capability of writing program codes, thereby improving the user experience. The method for executing the quantitative trading strategy includes: displaying a graphical interface including an execution area; obtaining a first instruction inputted by a user; obtaining a first quantitative trading strategy in response to the first instruction, the first quantitative trading strategy including at least one parameter related to a real market operation; adding the first quantitative trading strategy to the execution area to form a first execution record corresponding to the first quantitative trading strategy; and executing, based on the first execution record, the first quantitative trading strategy to obtain execution information of the first quantitative trading strategy.