Graphical Quantitative Trading Strategy Creation Without Coding

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Solution Overview

Problem

Creating a quantitative trading strategy requires high professional coding skills and is difficult to meet user-specific requirements, especially when using strategy-oriented approaches.

Innovation Solution

A graphical interface is used to create a quantitative trading strategy through editable controls and connection lines, allowing users to input attribute parameters without writing program codes, and the system compiles these inputs into a script for execution.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If users write codes in programming language to create quantitative trading strategy, then the strategy can be created with high precision and control, but the ease of operation deteriorates due to high professional capability requirements

Engineering Contradiction:
Improvestrategy creation precisionVSAvoidease of strategy creation
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The patent introduces a graphical interface as an intermediary between the user and the quantitative trading strategy creation process. Users interact with visual elements (controls, connection lines, attribute parameters) rather than writing code directly. The system translates these graphical inputs into executable trading strategies, mediating between user-friendly interaction and precise strategy implementation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical system of code writing and compilation with a graphical drag-and-drop interface. Instead of manually writing, debugging, and compiling programming code, users create strategies by visually assembling components through the graphical interface, which automatically generates and executes the underlying code.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Ease of operation

If strategy-oriented approach with fixed rule interface is provided, then ease of operation improves, but adaptability deteriorates as it is difficult to meet user's personalized requirements

Engineering Contradiction:
Improveease of strategy creationVSAvoidadaptability to personalized requirements
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The patent creates a dynamic system where the graphical interface adapts to user needs. The interface allows users to freely configure and customize strategy parameters, conditions, and rules through the visual editor, enabling the system to adapt to personalized requirements while maintaining ease of operation through the consistent graphical paradigm.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent segments the quantitative trading strategy into modular components that can be independently configured and connected through the graphical interface. Users can create personalized strategies by selecting and combining different modular elements (controls, connection lines, attribute parameters) rather than being constrained by fixed predefined rules.

Inventive Principle:
Principle #1Segmentation

3Ease of operation

If graphical interface with editable controls is used, then ease of operation improves by removing coding requirements, but device complexity increases due to interface and compilation system

Engineering Contradiction:
Improveease of strategy creationVSAvoidcomplexity of graphical interface system
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent uses the copying principle by translating the visual graphical representation of the strategy directly into executable code. The graphical interface creates a visual copy or model of the trading strategy, which is then automatically transpiled into the corresponding programming code, eliminating the need for users to manually write code while managing the complexity through automated translation.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS12482038B2Method and apparatus for creating quantitative trading strategy
Publication Date: 2025.11.25 FUTU NETWORK TECH (SHENZHEN) CO LTD
  • US12482038B2 patent drawing
  • US12482038B2 patent drawing
  • US12482038B2 patent drawing

AI summary

Provided are a method and apparatus for creating a quantitative trading strategy. The method includes: displaying a graphical interface, which includes at least one editable control; obtaining a graphical quantitative trading strategy inputted by a user via the graphical interface, where the graphical quantitative trading strategy includes at least two edited controls and a connection line configured to connect the at least two edited controls, and each edited control includes an attribute parameter; obtaining a script of the quantitative trading strategy based on the graphical quantitative trading strategy; and running the script of the quantitative trading strategy to obtain a quantitative trading result. The user can edit a desired graphical quantitative trading strategy based on various needs via the graphical interface, without requiring the capability of writing program codes, to create a quantitative trading strategy in a simple and flexible way to meet the user's needs.