CN109933512A - A kind of method and system device based on long-range connection operation reserve - Google Patents
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Abstract
The invention discloses a kind of method and system devices based on long-range connection operation reserve, the method comprise the steps that web terminal construction strategy;Local policy end obtains the operation code of the strategy and executes code, runs the strategy;Operation result is sent to policy service by local policy end;The operation result is sent to web terminal by the policy service;The web terminal receives the operation result and is presented to the user.Relative to certain quantization platforms on the market, the code of our platforms is local in user, rather than in web terminal, it is ensured that the absolute safety of personal code work.
Description
Technical field
The present invention relates to the correlative technology fields of running technology tactful in quantization system, more particularly to one kind to be based on remotely connecting
Connect the method and system device of operation reserve.
Background technique
Stock strategy is a kind of prediction on technological layer to shares changing tendency, and investor is helped to obtain maximum return.With
The development of stock market and each stock platform be proposed quantization platform, more and more investors carry out strategy on quantization platform
Analysis, or even writing for pol-icy code is carried out, to choose the strategy for being best suitable for self-demand.One good strategy is possible for
Investor brings huge income or stops loss, so its good tactful value may be that can not estimate.Existing amount
Change and need the corresponding quantization platform client of user's downloading in platform, the pol-icy code being locally composed is uploaded to by client
Platform service carries out operation test.If test result is undesirable, user needs to modify to code and parameter in local, so
It is uploaded to policy service again afterwards and carries out operation test again.Repeatedly, it causes the operating experience of user poor, cannot guarantee that
The safety for the pol-icy code that user is compiled.
Concrete technical problems are as follows:
1. the code of platform in user local, is not unable to ensure the absolute safety of personal code work;
2. user needs download platform terminal, and local code must be loaded into terminal ability open shop test.
Summary of the invention
The present invention is the concrete technical problems for solving to be previously mentioned in above-mentioned background technique, is provided a kind of based on long-range connection
The advantages of method of operation reserve, the method includes: the safety that ensure that personal code work, because code is locally protected in user
It deposits, utilizes back survey ID to be connected remotely to web terminal operation by service;Without downloading client, directly operated in webpage;Mould
Operating parameter directly can be modified in web when quasi- transaction, it is not necessary to modify codes.Its specific technical solution is as follows:
In a first aspect, a kind of method based on long-range connection operation reserve, which comprises
Web terminal construction strategy.
Local policy end obtains the operation code of the strategy and executes code, runs the strategy;The strategy is use
Family is write or is obtained by other means, and is loaded onto local policy end in local runtime, is not required to be uploaded in policy service
Operation.
Operation result is sent to policy service by local policy end.
The operation result is sent to web terminal by the policy service.
The web terminal receives the operation result and is presented to the user.
In whole process, user does not need pol-icy code being uploaded to service by network, guarantees pol-icy code in whole process
All in local preservation, operation, only operation result is uploaded to service and reach web terminal and feeds back to user.
With reference to first aspect, the first situation in the possible implementation of first aspect is the strategy of the web terminal creation
For combined strategy, the sequence that the combined strategy is formed by multiple strategy combinations, and strategically chosen as operation order,
Run multiple strategies in the combined strategy.
With reference to first aspect, the second situation in the possible implementation of first aspect is the web terminal construction strategy root
It is the unique identifier of the policy instance according to the tactful construction strategy example and policy instance ID, the policy instance ID;
The policy instance and policy instance ID include back surveying example and returning surveying example ID and simulative example and simulative example ID;Institute
Stating back and surveying example is that the web terminal is created according to parameters such as the policy selection time survey section, initial capital, rate, time measured frequencies
It builds, it is the unique identifier for returning and surveying example that described time, which is surveyed example ID,;
The simulative example is the web terminal according to the policy selection time survey section, initial capital, rate, time measured frequency etc.
Parameter or described time survey example creation, the simulative example ID are the unique identifier of the simulative example.
Second situation in possible implementation with reference to first aspect, the third in the possible implementation of first aspect
Kind situation is to survey example ID for described time or simulative example ID is written in the ID parameter of the strategy operation code;
The local policy end obtains the operation code of the strategy and executes code, and described return of local policy end identification is surveyed
Example ID or simulative example ID select the execution code to run back survey or mock trading, obtain operation result;
Operation result and corresponding time survey example ID or simulative example ID are sent to policy service by local policy end;
The operation result and corresponding time survey example ID or simulative example ID are sent to web terminal by the policy service;
The web terminal receives the operation result and corresponding time survey example ID or simulative example ID is presented to the user.
The first situation in possible implementation with reference to first aspect, the in the possible implementation of first aspect the 4th
Kind situation is that the combined strategy is formed by multiple strategies and air control strategy combinations, and the air control strategy is the same as the multiple strategy
Synchronous operation;The air control strategy is a kind of restriction strategy, and when reaching restrictive condition, the restriction strategy is executed, until limitation
Condition releases, and the air control strategy stops executing.
With reference to first aspect or in the possible implementation of first aspect the third or the 4th in situation, first aspect may
Implementation in the 5th kind of situation be, before local policy end operation code, from the policy service download policy
Operation installation kit simultaneously decompresses the creation local policy end.
The 5th kind of situation in possible implementation with reference to first aspect, the in the possible implementation of first aspect the 6th
Kind of situation is, the strategy operation installation kit include Config configuration file, Main file, Analyzers file, Log file,
Sdk file:
Config configuration file is generated by construction strategy example or operation reserve example;
Main file is the entrance of implementation strategy;
Log file is record running log;
Sdk file is the installation package file of operation.
The 6th kind of situation in possible implementation with reference to first aspect, the in the possible implementation of first aspect the 7th
Kind situation is that the Config configuration file includes the policy name of pol-icy code file position and web terminal, console letter
Output, log rank are ceased, returns and surveys example ID or simulative example ID.
Second aspect, a kind of system based on long-range connection operation reserve, comprising:
Web module is used for construction strategy, construction strategy example and policy instance ID, receives the strategy that policy service module is sent
Operation result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code runs module, for being locally composed pol-icy code, identifies the policy instance ID, runs the tactful generation
Code, is sent to policy service module for operation result;
Wherein the local code operation module includes back surveying module and analog module, the fortune of strategy described in described time survey module loading
Line code and execution code, call historical quotes data run to return and survey;The analog module loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service module for receiving the operation result, and is forwarded to web module.
The third aspect, a kind of device based on long-range connection operation reserve, comprising:
The end Web is used for construction strategy, construction strategy example and policy instance ID, receives the strategy fortune that policy service module is sent
Row result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code running gear identifies the policy instance ID, runs the tactful generation for being locally composed pol-icy code
Code, is sent to policy service module for operation result;
Wherein the local code running gear includes back surveying device and simulator, the described time survey device load strategy fortune
Line code and execution code, call historical quotes data run to return and survey;The simulator loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service for receiving the operation result, and is forwarded to web module;
Described device further includes storage device, processing, bus, and the storage device is attached with processing by bus, described
Storage device stores a plurality of operational order, and the processing loads a plurality of operational order and executes, and realizes the first aspect
And its method described in the first in the possible implementation of first aspect to the 7th kind of situation.
The utility model has the advantages that
1. relative to certain quantization platforms on the market, the code of our platforms is local in user, rather than in web terminal, it is ensured that
The absolute safety of personal code work.
2. relative to certain quantization platforms on the market, our platforms only have construction strategy, adjustment ginseng in the operation of web terminal
Number, creation example, are not related to code compilation.
3. our platform strategies can be modified directly in web terminal at runtime joins relative to certain quantization platforms on the market
Number, it is not necessary to modify codes.
4. relative to certain quantization platforms on the market, our platform codes are in local, and user is not necessarily to download terminal, directly
It is connected and is used by web terminal.
Detailed description of the invention
Fig. 1 is the timing diagram of specific embodiments of the present invention one;
Fig. 2 is the flow chart of specific embodiments of the present invention two;
Fig. 3 is the flow chart of specific embodiments of the present invention three;
Fig. 4 is the schematic diagram of specific embodiments of the present invention four;
Fig. 5 is the web terminal schematic diagram of specific embodiments of the present invention five;
Fig. 6 is the tactful operation result schematic diagram that the web terminal of the specific embodiment of the invention six is shown;
Fig. 7 is the structural framing figure of the specific embodiment of the invention seven.
Specific embodiment
In order to make the object, technical scheme and advantages of the embodiment of the invention clearer, below in conjunction with the embodiment of the present invention
In attached drawing, technical scheme in the embodiment of the invention is clearly and completely described.Obviously, described embodiment is
Section Example of the invention, instead of all the embodiments.Based on the embodiments of the present invention, those of ordinary skill in the art
Every other embodiment obtained without creative efforts, shall fall within the protection scope of the present invention.
Embodiment one:
As shown in Figure 1, for the timing diagram based on long-range connection operation reserve method.By taking user's general operation process as an example,
It is as follows that the method runs timing:
1. user logs in web terminal, the end Web verifies user information to policy service requests, if user is allowed to log in.
2. feeding back to web terminal after policy service verification user information success, web terminal prompt user is logined successfully.
3. user, in the newly-built strategy of web terminal, web terminal request strategy service-creation strategy, which returns, surveys example, policy service creation
The strategy, which returns, to be surveyed example and feeds back to web terminal, and the strategy of creation is returned survey example and feeds back to user by web terminal.
4. user writes strategy execution code at local policy end and operation reserve operation code starting strategy returns and surveys example,
Strategy, which returns to survey after example is finished, is sent to policy service for tactful backtest results, and feeds back to web terminal by policy service and be in
Now give user.
5. user returns according to strategy in web terminal and surveys example request policy service construction strategy simulative example, policy service wound
It builds the policy-simulative example and feeds back to web terminal, the policy-simulative example of creation is fed back to user by web terminal.
6. user starts policy-simulative example in local policy end operation reserve operation code, the policy-simulative example is same
The operation of market real time data synchronization, carries out daily monitoring, the analog result of policy-simulative disk is sent to policy service in real time,
And web terminal is fed back to by policy service and is presented to the user.
It can be extended out by foregoing description, user, which can be single strategy in web terminal construction strategy, strategy, to be use
The random combine or sequence for multiple strategies that family creation or system provide combine;Survey or mould can be only executed back after user's construction strategy
Quasi- disk;
Strategy operation start before or after, can to strategy parameter modify.
Embodiment two:
The web terminal, which creates back, surveys example, and generates corresponding time survey example ID.Described time survey example ID is that described return is surveyed in fact
The unique identification operation code of example, system can run code according to the identification and identify that its pol-icy code surveys example fortune according to its corresponding returns
Go back survey.Its specific steps is as shown in Figure 2:
Step 201, user creates a strategy in web terminal.The strategy can logically composition of relations forms for multiple strategies
Combined strategy.
Step 202, the web terminal is returned according to the policy selection surveys the ginsengs such as section, initial capital, rate, time measured frequency
Number, which creates back, surveys example, while generating back and surveying example ID.
Step 203, it writes the pol-icy code at local policy end and is associated with described return and survey example.
Step 204, historical quotes data are called at the local policy end.
Step 205, the local policy end load strategy operation code and described return of pol-icy code operation survey example.
User creates back again after can modifying to the parameter of strategy surveys example, the parameter be when creating described tactful by
The default value that user is all arranged or is provided by system.User reruns back survey in fact after can modifying to the parameter for surveying example is returned
Example.
Returning the effect surveyed is that user is allowed first to carry out back surveying before carrying out mimic panel, studies the strategy risk return profile,
If income well if to can be used for mimic panel tentative, if mimic panel income also can well put into firm offer use, get a profit for user.Instead
Can then modify to strategy until profit is good or abandon.
Embodiment three:
The web terminal can directly create simulative example by strategy, also can use back and survey example creation simulative example, create mould
Quasi- example can change parameter by returning to survey when example policy directly create, can also directly copy back into survey example be arranged it is certain
Parameter brings frequency etc. together such as the title of mock trading.The policy-simulative module generates simulative example ID after creating simulative example
The simulative example ID is that the simulative example uniquely identifies operation code, and system can run code according to the identification and identify its strategy
Code is according to its corresponding simulative example running simulation.Its specific steps is as shown in Figure 3:
Step 301, user creates a strategy, implementation steps 303 in web terminal.The strategy can be for multiple strategies logically
Combined strategy made of composition of relations.
Step 302, user clicks " strategy conversion ", and what the web terminal obtaining step 204 was created returns survey example.
Step 303, the web terminal simulates section, initial capital, rate, mould according to the policy selection of the creation
The parameters such as quefrency create simulative example or create simulative example according to described time survey example, while generating simulative example ID.
Step 304, the local policy end writes the pol-icy code or calls back the pol-icy code for surveying example, is associated with institute
State simulative example.
Step 305, present quotation data are called at the local policy end.
Step 306, the local policy end runs the simulative example.
User creates simulative example after can modifying to the parameter of strategy again, the parameter be when creating the strategy by
The default value that user is all arranged or is provided by system.User is reruned after can modifying to the parameter of simulative example simulates reality
Example.
Example IV:
As shown in figure 4, the method that the mock trading and strategy return the seamless migration between surveying is as follows:
Step 401, startup program, construction strategy;
Step 402, it is created back according to the strategy and surveys example, generated back and survey example ID;
Step 403, simulative example is created according to the strategy, generates simulative example ID;
Step 404, described time is surveyed in the ID parameter in example ID or simulative example ID write-in program operation code, system judgement
The ID is back to survey example ID or simulative example ID;
Step 405, the ID is judged to return and surveying example ID, and described return of load surveys corresponding time survey example of example ID, operation reserve
It returns and surveys;
Step 406, the ID is judged for simulative example ID, loads the corresponding simulative example of the simulative example ID, running simulation
Transaction.
It can be seen from the above, because mock trading and strategy time survey operating mechanism, lower single-unit are just the same, entire plan
Slightly returning during survey moves to mock trading only needs user to modify ID parameter, the policy enforcement module in pol-icy code
ID described in automatic identification is back to survey example ID or simulative example ID, and calls corresponding strategy to return and survey module or policy-simulative mould
Block runs the corresponding example of the ID.For example user creates a strategy, generally all can first create one and return survey example progress
It returns and surveys, when backtest results, which reach expected, to be required, user need to only click " strategy operation " key in client, can be according to institute
It states back and surveys example one simulative example of creation, and generate a simulative example ID.User the simulative example ID can be written
In the ID parameter of the pol-icy code, original time survey example ID is replaced, the strategy execution code is then run.The plan
Slightly simulative example ID described in execution module automatic identification, and the policy-simulative module is called to run the strategy execution code,
Run the simulative example.Other platforms need to be directed to back the conversion needs surveyed and simulated and hold to strategy in compared with the existing technology
For line code carries out a large amount of parameter modification, conversion complexity and conversion cost is greatly saved.
About different operation functions is identified by ID, a variety of identification methods exist in the prior art, for example the ID is
String number symbol, the one identification position of setting in the front end of the digit.When identifying that position is noted as 1, survey is run back, knowledge is worked as
When other position is noted as 0, running simulation.The existing technical staff of the technical field combines the prior art, does not pass through creative labor
It is dynamic to be contemplated that how to realize above-mentioned ID identification, do not do excessive description herein.
Embodiment five:
The local policy end can download policy operation installation kit and decompress, structure as shown in Figure 5 is obtained after decompression.By Fig. 5
It is shown it is found that its structure includes the following:
Config configuration file is that user returns survey example in interface creating or running example generates, and the inside includes:
1. the policy name of pol-icy code file position and web terminal;
2. console message exports;
3. log rank;
4. time survey example ID or running example ID.
Main file is the entrance for implementation strategy, passes through Main running paper program, implementation strategy.
Placement Strategy code file in Analyzers file.
Log records running log.
Sdk is the installation package file of operation.
Embodiment six:
Fig. 6 is after strategy is run, in the tactful operation result that web terminal is shown.User's whole process is without downloading client, being not necessarily to
Web terminal writes code or provides code, and code whole process is realized at local policy end and writes and run, and guarantees the safety of code.
Embodiment seven:
As shown in fig. 7, the present invention is based on the methods to provide one kind based on long-range connection operation reserve system, mainly including such as
Under:
Web module is used for construction strategy, construction strategy example and policy instance ID, receives the strategy that policy service module is sent
Operation result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code runs module, for being locally composed pol-icy code, identifies the policy instance ID, runs the tactful generation
Code, is sent to policy service module for operation result;
Wherein the local code operation module includes back surveying module and analog module, the fortune of strategy described in described time survey module loading
Line code and execution code, call historical quotes data run to return and survey;The analog module loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service module for receiving the operation result, and is forwarded to web module.
In addition, being based on above system, the present invention provides the operation that set of device supports above system, main includes such as
Under:
The end Web is used for construction strategy, construction strategy example and policy instance ID, receives the strategy fortune that policy service module is sent
Row result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code running gear identifies the policy instance ID, runs the tactful generation for being locally composed pol-icy code
Code, is sent to policy service module for operation result;
Wherein the local code running gear includes back surveying device and simulator, the described time survey device load strategy fortune
Line code and execution code, call historical quotes data run to return and survey;The simulator loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service for receiving the operation result, and is forwarded to web module;
Described device further includes storage device, processing, bus, and the storage device is attached with processing by bus, described
Storage device stores a plurality of operational order, and the processing loads a plurality of operational order and executes, realizes described in specification
Method.
For device embodiment, since it is basically similar to the method embodiment, related so being described relatively simple
Place illustrates referring to the part of embodiment of the method.
The apparatus embodiments described above are merely exemplary, can be designed to integrated equipment, be also possible to group
A set of equipment is synthesized, may be distributed over multiple network units.Can select according to the actual needs part therein or
Whole modules achieve the purpose of the solution of this embodiment.Those of ordinary skill in the art are not the case where paying creative labor
Under, it can it understands and implements.
Through the above description of the embodiments, those skilled in the art can be understood that each embodiment can
It is realized by the mode of software and required general hardware platform, naturally it is also possible to pass through hardware.Based on this understanding, on
Stating technical solution, substantially the part that contributes to existing technology can be embodied in the form of software products in other words, should
Computer software product may be stored in a computer readable storage medium, such as ROM/RAM, magnetic disk, CD, including several fingers
It enables and using so that a computer equipment (can be personal computer, service or the network equipment etc.) executes each embodiment
Or method described in certain parts of embodiment.
Finally, it should be noted that the above embodiments are merely illustrative of the technical solutions of the present invention, rather than its limitations;Although
Present invention has been described in detail with reference to the aforementioned embodiments, those skilled in the art its still can be to aforementioned each
Technical solution documented by embodiment is modified or equivalent replacement of some of the technical features;And these are modified
Or replacement, the range for technical solution of various embodiments of the present invention that it does not separate the essence of the corresponding technical solution.
Claims (10)
1. a kind of method based on long-range connection operation reserve, which is characterized in that the described method includes:
Web terminal construction strategy;
Local policy end obtains the operation code of the strategy and executes code, runs the strategy;
Operation result is sent to policy service by local policy end;
The operation result is sent to web terminal by the policy service;
The web terminal receives the operation result and is presented to the user.
2. a kind of method based on long-range connection operation reserve according to claim 1, it is characterised in that: the web terminal
The strategy of creation is combined strategy, and the combined strategy is formed by multiple strategy combinations, and the sequence strategically chosen is made
For operation order, multiple strategies in the combined strategy are run.
3. a kind of method based on long-range connection operation reserve according to claim 1, it is characterised in that: the web terminal
Construction strategy according to the tactful construction strategy example and policy instance ID, the policy instance ID be the policy instance only
One identification code;
The policy instance and policy instance ID include back surveying example and returning surveying example ID and simulative example and simulative example ID;Institute
Stating back and surveying example is that the web terminal is created according to the strategy, and it is the unique identification returned and survey example that described time, which is surveyed example ID,
Code;
The simulative example is the web terminal according to the strategy or described time survey example creation, and the simulative example ID is institute
State the unique identifier of simulative example.
4. a kind of method based on long-range connection operation reserve according to claim 3, it is characterised in that:
Example ID is surveyed by described time or simulative example ID is written in the ID parameter of the strategy operation code;
The local policy end obtains the operation code of the strategy and executes code, and described return of local policy end identification is surveyed
Example ID or simulative example ID select the execution code to run back survey or mock trading, obtain operation result;
Operation result and corresponding time survey example ID or simulative example ID are sent to policy service by local policy end;
The operation result and corresponding time survey example ID or simulative example ID are sent to web terminal by the policy service;
The web terminal receives the operation result and corresponding time survey example ID or simulative example ID is presented to the user.
5. a kind of method based on long-range connection operation reserve according to claim 2, it is characterised in that: the combination plan
It is slightly formed by multiple strategies and air control strategy combination, the air control strategy is run with the multiple policy synchronization;The air control plan
Slightly a kind of restriction strategy, when reaching restrictive condition, the restriction strategy is executed, until restrictive condition releases, the air control plan
Slightly stop executing.
6. a kind of method based on long-range connection operation reserve according to claim 1 or 4 or 5, it is characterised in that: described
Before local policy end runs code, installation kit is run from the policy service download policy and decompresses the creation local policy
End.
7. a kind of method based on long-range connection operation reserve according to claim 6, it is characterised in that: the strategy fortune
Row installation kit includes Config configuration file, Main file, Analyzers file, Log file, Sdk file;
Config configuration file is generated by construction strategy example or operation reserve example;
Main file is the entrance of implementation strategy;
Log file is record running log;
Sdk file is the installation package file of operation.
8. a kind of method based on long-range connection operation reserve according to claim 6, it is characterised in that: the Config
Configuration file includes the policy name of pol-icy code file position and web terminal, console message output, log rank, returns
Survey example ID or simulative example ID.
9. a kind of system based on long-range connection operation reserve characterized by comprising
Web module is used for construction strategy, construction strategy example and policy instance ID, receives the strategy that policy service module is sent
Operation result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code runs module, for being locally composed pol-icy code, identifies the policy instance ID, runs the tactful generation
Code, is sent to policy service module for operation result;
Wherein the local code operation module includes back surveying module and analog module, the fortune of strategy described in described time survey module loading
Line code and execution code, call historical quotes data run to return and survey;The analog module loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service module for receiving the operation result, and is forwarded to web module.
10. a kind of device based on long-range connection operation reserve characterized by comprising
The end Web is used for construction strategy, construction strategy example and policy instance ID, receives the strategy fortune that policy service module is sent
Row result simultaneously feeds back to user;
Wherein the web module includes back surveying example creation module and simulative example creation module, and described time survey example creates mould
Block surveys example ID for creating back to survey example and return, and the simulative example creation module surveys example for creating back to survey example and return
ID;
Local code running gear identifies the policy instance ID, runs the tactful generation for being locally composed pol-icy code
Code, is sent to policy service module for operation result;
Wherein the local code running gear includes back surveying device and simulator, the described time survey device load strategy fortune
Line code and execution code, call historical quotes data run to return and survey;The simulator loads the pol-icy code and execution
Code calls the mock trading of present quotation data run;
Policy service for receiving the operation result, and is forwarded to web module;
Described device further includes storage device, processing, bus, and the storage device is attached with processing by bus, described
Storage device stores a plurality of operational order, and the processing loads a plurality of operational order and executes, and realizes claim 1-8 institute
The method stated.
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