CN101770629A - Diagnostic system and method based on historical transactional data of futures investor - Google Patents
Diagnostic system and method based on historical transactional data of futures investor Download PDFInfo
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Abstract
The invention relates to a diagnostic system and a method based on historical transactional data of futures investors, which is characterized in that the diagnostic system and the method can automatically generate personalized diagnostic reports according to historical transactional records and the like generated in the process of transaction of investors or futures investors so as to directly assist the investors to build or optimize suitable personalized transactional modes comprising a diagnostic engine and a correlation analysis engine which are interconnected; the diagnostic engine has a user entry, the correlation analysis engine is connected with a basic analysis engine which describes transactional behaviors of the investors, and the basic analysis engine is respectively connected with a futures investor historical transactional database and a futures transactional history quotation database through a data access module and a calculation module.
Description
Technical field
The application innovation technology that the present invention relates to computing machine, network in the futures business field and communicate by letter, particularly a kind of diagnostic system and method based on historical transactional data of futures investor, adopt described diagnostic system and the method can be according to data such as investor or the transactions history that in process of exchange, forms records, the automatic diagnosis report that forms personalization, thus direct ancillary investment person structure or optimization are fit to the personalized trade mode of himself.
Background technology
Say on the whole at present, the futures corporate business is single, service homogeneity phenomenon is obvious, the business of being carried out concentrates on conventional customer service and market research mostly, the futures business software that is provided also is merely able to satisfy basic capital management and trading function, the transaction analysis software that provides for the investor also mainly concentrates on the quotation analysis aspect, comprises by sentiment undertone finding the technical Analysis of trend and finding the Fundamental Analysis of revenue opportunities according to macroeconomic situations such as trade variety relation between supply and demand, national policy, trade trends.On the other hand, though the transaction analysis method is many, there is not a kind of analytical approach can guarantee consistent validity all the time.
In fact, different investors' trading activity varies.The inventor thinks that therefore existing technological side analysis and Fundamental Analysis, can not serve the investor well in other words targetedly owing to the personalized trade mode with investor's individuality is separated.Between the non-individualized feature of the individualized feature of trading activity and analysis level, exist deep contradiction.For this reason, the inventor is off the beaten track, utilizes computing machine, network and the communication technology, diagnose or analyze around the trading activity of investor's individuality, thereby directly the ancillary investment person makes up or optimizes the personalized trade mode that is fit to himself.
By retrieval, diagnosis or the analytical approach of launching around the trading activity of investor's individuality is a blank field at present.
Summary of the invention
The present invention is directed to the defective or the deficiency that exist in the prior art, a kind of diagnostic system and method based on historical transactional data of futures investor is provided, the data such as transactions history record that adopt described diagnostic system and method in process of exchange, to form according to the investor, the automatic diagnosis report that forms personalization, thus direct ancillary investment person structure or optimization are fit to the personalized trade mode of himself.
Of the present inventionly be contemplated that substantially, with historical transactional data of futures investor according to attribute assignment in following five dimensions: trading capacity, habit of transaction, transaction psychology, capital project executive capability and market are the control ability.Depict the trading activity of investor's individuality by these five dimensions, form the personalized diagnosis report that trading activity is associated with profitability, thereby directly the ancillary investment person makes up or optimize the personalized trade mode of suitable tool self.
Series technical project of the present invention is as follows:
Diagnostic system based on historical transactional data of futures investor, it is characterized in that, the diagnostic engine and the association analysis engine that comprise interconnection, described diagnostic engine has user entry, described association analysis engine connects the fundamental analysis engine of the individual trading activity of portrayal investor, and described fundamental analysis engine is connected historical transactional data of futures investor storehouse and futures business historical quotes database respectively by data access and computing module.
Described fundamental analysis engine comprises following a kind of analysis module or surpasses a kind of combination of analysis module: the trading capacity analysis module, the habit of transaction analysis module, transaction psychoanalysis module, capital project executive capability analysis module, market are control capability analysis module.
Described diagnostic engine, association analysis engine, fundamental analysis engine and data access and computing module connect knowledge management module respectively.
Described knowledge management module has following function: with diagnosis report template dynamic load in diagnostic engine, with association analysis rule dynamic load in the association analysis engine, with fundamental analysis rule dynamic load in the fundamental analysis engine.
Described diagnostic engine has extension point, is used to embed the expert diagnosis flow process.
Described diagnostic engine obtains customization diagnostic requirements information by user entry, drives the association analysis engine modules and analyzes, and accept the analysis result of association analysis engine, mates corresponding diagnosis report template, produces personalized transaction diagnosis report automatically.
The analysis module in the fundamental analysis engine is called in described association analysis engine combination; The realization technology that described fundamental analysis engine adopts software application, data and fundamental analysis rule to be separated, described fundamental analysis rule is produced by knowledge management module and safeguards, by the XML language description, and dynamic load.
Described knowledge management module is carried out the Visualization Model editor to diagnosis report template, association analysis rule and fundamental analysis rule, and model is stored with document form by the form that XML describes.
Described data access and computing module provide access interface to database for the fundamental analysis engine, and carry out corresponding arithmetic sum logical operation.
The data that described trading capacity analysis module calls comprise following a kind of or surpass a kind of combination: stage profit and loss trend, profit and loss number percent, rate of return on investment, data contrast, pattern analysis; The data that described habit of transaction analysis module calls comprise following a kind of or surpass a kind of combination: the transaction cycle analysis, manyly emptyly analyze storehouse weight analysis, variety analysis; The data of described transaction psychoanalysis module invokes comprise following a kind of or surpass a kind of combination: analyze profit and loss and risk curve, many figure overlay analysis by pen; The data that described capital project executive capability analysis module calls comprise following a kind of or surpass a kind of combination: parties to, foundation, the occupation of capital, profit expection, end and decreasing, the capital project practice condition contrasts; Described market comprise the data of control capability analysis module invokes following a kind of or surpass a kind of combination: the kind liveness, and the market feature, trading efficiency, parties is to continuing tendency with market; Described market feature is meant monolateral city or vibration city.
Diagnostic method based on historical transactional data of futures investor, it is characterized in that, may further comprise the steps: with historical transactional data of futures investor according to attribute assignment in following five analysis modules: the trading capacity analysis module, the habit of transaction analysis module, transaction psychoanalysis module, capital project executive capability analysis module, market are control capability analysis module; After the user entry of diagnostic engine obtains customization diagnostic requirements information, drive the association analysis engine modules and analyze, call above-mentioned five analysis modules by the combination of association analysis engine and obtain analysis result; Diagnostic engine is accepted the analysis result of association analysis engine, exports the personalized diagnosis report that trading activity is associated with profitability automatically, and directly the ancillary investment person makes up or optimize the personalized trade mode of suitable tool self.
Technique effect of the present invention is as follows:
The data such as transactions history record that the present invention can form in process of exchange according to the investor form personalized diagnosis report automatically, thereby directly the ancillary investment person makes up or optimizes the personalized trade mode that is fit to himself.
By the mode that the historical transaction record of investor's individuality is analyzed and diagnosed, find it in process of exchange, to have regular feature; And can be by the software engineering platform of Web public service is provided, the personalized fundamental analysis rule that allows the investor utilize correlation analysis module that platform accumulates and to set for the investor, help behavioural habits and the terms of trade of investor according to self, make up the trade mode that is fit to himself, the ability that improves its risk control and profit also can continue, dynamically the variation according to market, environment is improved.
Description of drawings
Fig. 1 implements structural representation of the present invention.
Fig. 2 is the association analysis path synoptic diagram of profitability and trading capacity.
Fig. 3 is the association analysis path synoptic diagram of profitability and habit of transaction.
Fig. 4 is profitability and the psychological association analysis path synoptic diagram of transaction.
Fig. 5 is the association analysis path synoptic diagram of profitability and capital project and execution.
Fig. 6 is the association analysis path synoptic diagram of profitability and the control of market handle.
Embodiment
(Fig. 1-Fig. 6) the present invention will be described below in conjunction with accompanying drawing.
The present invention is based on the diagnostic system and the method for historical transactional data of futures investor, relate to the computer application software technology.The core content of described application software technology is: based on extraction and the analysis to a large amount of futures investment person trading activity key features, form turns to a group analysis rule, carry out association analysis around profitability, by making up from trading capacity, habit of transaction, transaction psychology, capital project carry out and market the basic diagnostic analysis function of the trading activity that five dimensions portray such as controlling, analysis rule and user's individuation data dynamic load is arrived by the comprehensive diagnos engine, the association analysis engine, behind the application software platform that the fundamental analysis engine constitutes, the final analyzing and diagnosing report that forms personalization automatically; In addition, the comprehensive diagnos engine can also embed senior investor's expert diagnosis flow process, is provided at the VIP Diagnosis Service of automatic analysis foundation.
Fig. 1 implements structural representation of the present invention.As shown in Figure 1, diagnostic system based on historical transactional data of futures investor comprises: the diagnostic engine of interconnection and association analysis engine, described diagnostic engine has user entry, described association analysis engine connects the fundamental analysis engine of the individual trading activity of portrayal investor, and described fundamental analysis engine is connected historical transactional data of futures investor storehouse and futures business historical quotes database respectively by data access and computing module.Described fundamental analysis engine comprises following a kind of analysis module or surpasses a kind of combination of analysis module: the trading capacity analysis module, the habit of transaction analysis module, transaction psychoanalysis module, capital project executive capability analysis module, market are control capability analysis module.Described diagnostic engine, association analysis engine, fundamental analysis engine and data are anti-asks and computing module, connects knowledge management module respectively.Described knowledge management module has following function: with diagnosis report template dynamic load in diagnostic engine, with association analysis rule dynamic load in the association analysis engine, with fundamental analysis rule dynamic load in the fundamental analysis engine.Described diagnostic engine has extension point, is used to embed the expert diagnosis flow process.
Described diagnostic engine obtains customization diagnostic requirements information by user entry, drives the association analysis engine modules and analyzes, and accept the analysis result of association analysis engine, mates corresponding diagnosis report template, produces personalized transaction diagnosis report automatically.
The analysis module in the fundamental analysis engine is called in described association analysis engine combination; The realization technology that described fundamental analysis engine adopts software application, data and fundamental analysis rule to be separated, described fundamental analysis rule is produced by knowledge management module and safeguards, by the XML language description, and dynamic load.Described knowledge management module is carried out the Visualization Model editor to diagnosis report template, association analysis rule and fundamental analysis rule, and model is stored with document form by the form that XML describes.Described data access and computing module provide access interface to database for the fundamental analysis engine, and carry out corresponding arithmetic sum logical operation.
The data that described trading capacity analysis module calls comprise following a kind of or surpass a kind of combination: stage profit and loss trend, profit and loss number percent, rate of return on investment, data contrast, pattern analysis; The data that described habit of transaction analysis module calls comprise following a kind of or surpass a kind of combination: the transaction cycle analysis, manyly emptyly analyze storehouse weight analysis, variety analysis; The data of described transaction psychoanalysis module invokes comprise following a kind of or surpass a kind of combination: analyze profit and loss and risk curve, many figure overlay analysis by pen; The data that described capital project executive capability analysis module calls comprise following a kind of or surpass a kind of combination: parties to, foundation, the occupation of capital, profit expection, end and decreasing, the capital project practice condition contrasts; Described market comprise the data of control capability analysis module invokes following a kind of or surpass a kind of combination: the kind liveness, and the market feature, trading efficiency, parties is to continuing tendency with market; Described market feature is meant monolateral city or vibration city.
Below included ingredient in the diagnostic system based on historical transactional data of futures investor is described:
Diagnostic engine is the comprehensive diagnos engine: be the user entry of auto-check system, the investor can customize the combination of diagnostic requirements according to the diagnosis information that system provides.After the comprehensive diagnos engine decomposes investor's diagnostic requirements, driving the association analysis engine modules analyzes, and accept the analysis result of association analysis engine, and mate corresponding diagnosis report template, produce the diagnosis report of the personalization that is complementary with investor's demand automatically.The consolidated return engine leaves extension point, can be by embedding artificial expert diagnosis flow process, abundant report content at senior investor.
The association analysis engine: the diagnostic requirements to the investor is carried out parameter decomposition, automatically mate predefined analysis path rule, with the profitability is the center, carry out association analysis according to predefined analysis path step by step, make up in optimized mode and to call each fundamental analysis module, the reason that finds the investor to get a profit loss and lose with profit, analyze investor's the trading activity pattern and the logical relation of its profit loss, analysis result is submitted to the comprehensive diagnos engine generate diagnosis report automatically, after perhaps providing the expert to be further analyzed diagnosis, the regeneration diagnosis report.
The fundamental analysis engine is promptly portrayed the fundamental analysis engine of the individual trading activity of investor: the analysis path that the fundamental analysis engine is mated according to the association analysis engine, call the result of calculation of data access and computing module, from trading capacity, habit of transaction, transaction psychology, capital project and execution, market wait control five basic dimensions to sum up investor's behavioural characteristic and analyze, the fundamental analysis engine is taked software application, the realization technology that data and analysis rule are separated, the fundamental analysis rule is produced by knowledge management module and safeguards, by the XML language description, and dynamic load.
Knowledge management module: diagnosis report template, association analysis rule and fundamental analysis rule are carried out the Visualization Model editor, and model is stored with document form by the form that XML describes; And dynamically load above rule file comprehensive diagnos engine, association analysis engine and fundamental analysis engine modules.
Data access and computing module:, and carry out corresponding arithmetic sum logical operation for the fundamental analysis engine provides access interface to database.
The historical trading database is futures investor self a historical trading database: the historical trading data of depositing the investor
The historical quotes database is a futures business historical quotes database: the historical quotes of depositing each commodity futures contract.
Fig. 2 is the association analysis path synoptic diagram of profitability and trading capacity.As shown in Figure 2: the power of profitability intuitively is presented as the profit and loss of transaction results, can be explained by trading capacity node and each child node are carried out association analysis according to the path.The investor proposes the trading capacity diagnostic requirements from the user entry of diagnostic system, and the analysis-by-synthesis engine is delivered to the association analysis engine with investor's demand, the trading capacity analysis module of association analysis driven by engine fundamental analysis engine.In the trading capacity analysis module,, summarize investor's trading activity pattern from stage profit and loss trend, profit and loss number percent, rate of return on investment, data contrast, five aspects of pattern analysis according to the result of calculation of data access and computing module.The trading capacity analysis module adopts the one or more combination in these five aspects, analyzes the influence of investor's trading capacity to profitability.
Fig. 3 is the association analysis path synoptic diagram of profitability and habit of transaction.As shown in Figure 3: profitability can be carried out association analysis with each child node according to the path from the habit of transaction analysis node and be obtained explaining.The driving of habit of transaction module is identical with above-mentioned trading capacity module.In the habit of transaction analysis module, the result of calculation of reference data visit and computing module is summarized the behavior pattern of dealer at corresponding category from transaction cycle analysis, many empty analyses, storehouse weight analysis, variety analysis four levels.The habit of transaction analysis module adopts the one or more combination in this four levels, analyzes the influence of investor's habit of transaction to profitability.
Fig. 4 is profitability and the psychological association analysis path synoptic diagram of transaction.As shown in Figure 4: profitability can be carried out association analysis with each child node according to the path from transaction psychoanalysis node and be obtained explaining.The driving of transaction mental module is identical with above-mentioned trading capacity module.In transaction psychoanalysis module, the result of calculation of reference data visit and computing module is summarized the variation tendency of investor's behavior and behavior process of exchange from pursuing an analysis, profit and loss and risk curve, three aspects of many figure overlay analysis.The habit of transaction analysis module adopts the one or more combination in these three aspects, and to investor's transaction psychology susceptible to whether, and whether psychological factor influence investor's control easily, and then the degree that influences profitability is made analysis.
Fig. 5 is the association analysis path synoptic diagram of profitability and capital project and execution.As shown in Figure 5: profitability can be carried out association analysis with each child node according to the path from capital project executive capability analysis node and be obtained explaining.The driving of capital project executive capability analysis module is identical with above-mentioned trading capacity analysis module.In capital project executive capability analysis module, the result of calculation of reference data visit and computing module, from parties to, foundation, the occupation of capital, profit expection, end and decreasing and two aspects of capital project practice condition contrast are summarized investor's executive capability to himself capital project process of exchange, and do not analyze itself the validity of carrying into execution a plan.Capital project executive capability analysis module adopts the one or more combination in these two aspects, analyzes the influence of investor's capital project executive capability to profitability, is conceived to mould trade mode by strengthening implementation capacity.
Fig. 6 is the association analysis path synoptic diagram of profitability and the control of market handle.As shown in Figure 6: profitability can be carried out association analysis to the control analysis node with each child node according to the path from market and be obtained explaining.Market are identical with above-mentioned trading capacity module the driving of control module.In market handle control analysis module, the result of calculation of reference data visit and computing module, summarize the dealer catches investment opportunity under various market situations ability from kind liveness, market feature, trading efficiency, parties to continuing the tendency four levels with market, reflection be investor's the ability of studying and judging and assurance ability to concluding the business opportunity.Market handle control analysis module adopts the one or more combination in this four levels, and the market of analyzing the investor are the influence of control ability to profitability.
About the diagnostic system based on historical transactional data of futures investor, its system constructing comprises the following aspects:
The analytical approach modeling of personalized trading activity: the method that adopts object-oriented modeling, related analytical approach is analyzed in trading activity be defined as an object, be encapsulated as a rule, the abstract analysis node for one by one of the The whole analytical process of trading activity is in series.Each analysis node comprises following attribute field:
| Property Name | Describe |
| Nodename | Define current analysis node title, for example: variety analysis |
| Property Name | Describe |
| Analysis indexes | The profit index of certain kind |
| Parameter group | One group of input parameter of component analysis index, for example: time interval, |
| Computing method | Parameter is carried out obtaining after arithmetic or the logical operation computing formula or the algorithm of desired value |
| Next analysis node is quoted | Quote next analysis node, return the parameter of corresponding value as this analysis node |
With the profitability node is root node, several analysis nodes are just formed one by unidirectional adduction relationship analyzed main path, if root node is not the profitability node, then analysis path is defined as a single sub path, can be quoted by main path, quoting method is equal to quoting an analysis node.
In interpretation of rules, as the entrance of analyzing,,, can find next node with root node according to " next analysis node is quoted " according to the path, be leaf node up to this node.The leaf node correspondence be that the explanation of fundamental analysis rule is carried out, has analyzed leaf node after, date back to its reference node again, determine to continue to quote next analysis node, still date back to a last node by this node.Up to dating back to the profitability node,, finish one group of association analysis at the explanation end of this analysis path rule.
Formalized description to the XML form of individual node has constituted the fundamental analysis rule; Formalized description to the XML form of analysis path has constituted the association analysis rule.
Object-oriented modeling method according to analysis node and analysis path, defined the related core analysis path of carrying out association analysis around profitability of personalized trading activity, constitute information management of the present invention basis, according to inventor's experience for many years, be that the main core analysis path at center comprises with the profitability: as Fig. 2 to shown in Figure 6 being respectively: the association analysis path of profitability and trading capacity; The association analysis path of profitability and habit of transaction; Profitability and the psychological association analysis path of transaction; The association analysis path of profitability and capital project and execution; Profitability and market are the association analysis path of control.
The dynamic load of transaction analysis rule and execution: the technology that adopts interpreter, fundamental analysis rule and path rule that dynamic load and execution knowledge management module are set up: the fundamental analysis engine imports the fundamental analysis rule, finish lexical analysis, grammatical analysis, according to defined arithmetic of computing method or logic rules, be packaged into the corresponding calculated formula, explain one by one and carry out; After the association analysis engine lead-in path rule, after finishing lexical analysis, grammatical analysis, according to the defined semanteme in path, node drives the fundamental analysis engine one by one, carry out fundamental analysis one by one, last behavior is around profitability and that obtain and association analysis results some or several aspects.
The generation method of diagnostic analysis report: the method that the automatic diagnosis analysis report adopts template to replace, pre-defined some groups of typical templates, and reserved the result of association analysis, after operation obtains the association analysis result according to real data, parameter with in the relevant content replacement template forms automatic analysis report.Because some senior investor needs the expert diagnosis of the degree of depth, by the mode of extension point is provided, expand an analysis process, the mode that some experts drive by flow process, result to automatic analysis promotes, expert's diagnostic comments is embedded among the analysis report, forms automatically and the analysis report that manually combines at senior investor.
Should be pointed out that the above embodiment can make those skilled in the art more fully understand the invention, but do not limit the present invention in any way creation.Therefore, although this instructions has been described in detail the invention with reference to drawings and Examples,, it will be appreciated by those skilled in the art that still and can make amendment or be equal to replacement the invention; And all do not break away from the technical scheme and the improvement thereof of the spirit and scope of the invention, and it all is encompassed in the middle of the protection domain of the invention patent.
Claims (11)
1. based on the diagnostic system of historical transactional data of futures investor, it is characterized in that, the diagnostic engine and the association analysis engine that comprise interconnection, described diagnostic engine has user entry, described association analysis engine connects the fundamental analysis engine of the individual trading activity of portrayal investor, and described fundamental analysis engine is connected historical transactional data of futures investor storehouse and futures business historical quotes database respectively by data access and computing module.
2. the diagnostic system based on historical transactional data of futures investor according to claim 1, it is characterized in that, described fundamental analysis engine comprises following a kind of analysis module or surpasses a kind of combination of analysis module: the trading capacity analysis module, the habit of transaction analysis module, transaction psychoanalysis module, capital project executive capability analysis module, market are control capability analysis module.
3. the diagnostic system based on historical transactional data of futures investor according to claim 1, it is characterized in that, described diagnostic engine, association analysis engine, fundamental analysis engine and data access and computing module connect knowledge management module respectively.
4. the diagnostic system based on historical transactional data of futures investor according to claim 2, it is characterized in that, described knowledge management module has following function: with diagnosis report template dynamic load in diagnostic engine, with association analysis rule dynamic load in the association analysis engine, with fundamental analysis rule dynamic load in the fundamental analysis engine.
5. the diagnostic system based on historical transactional data of futures investor according to claim 1 is characterized in that described diagnostic engine has extension point, is used to embed the expert diagnosis flow process.
6. the diagnostic system based on historical transactional data of futures investor according to claim 1, it is characterized in that, described diagnostic engine obtains customization diagnostic requirements information by user entry, driving the association analysis engine modules analyzes, and accept the analysis result of association analysis engine, mate corresponding diagnosis report template, produce personalized transaction diagnosis report automatically.
7. the diagnostic system based on historical transactional data of futures investor according to claim 1 is characterized in that, the analysis module in the fundamental analysis engine is called in described association analysis engine combination; The realization technology that described fundamental analysis engine adopts software application, data and fundamental analysis rule to be separated, described fundamental analysis rule is produced by knowledge management module and safeguards, by the XML language description, and dynamic load.
8. the diagnostic system based on historical transactional data of futures investor according to claim 3, it is characterized in that, described knowledge management module is carried out the Visualization Model editor to diagnosis report template, association analysis rule and fundamental analysis rule, and model is stored with document form by the form that XML describes.
9. the diagnostic system based on historical transactional data of futures investor according to claim 1, it is characterized in that, described data access and computing module provide access interface to database for the fundamental analysis engine, and carry out corresponding arithmetic sum logical operation.
10. the diagnostic system based on historical transactional data of futures investor according to claim 2, it is characterized in that, the data that described trading capacity analysis module calls comprise following a kind of or surpass a kind of combination: stage profit and loss trend, profit and loss number percent, rate of return on investment, the data contrast, pattern analysis; The data that described habit of transaction analysis module calls comprise following a kind of or surpass a kind of combination: the transaction cycle analysis, manyly emptyly analyze storehouse weight analysis, variety analysis; The data of described transaction psychoanalysis module invokes comprise following a kind of or surpass a kind of combination: analyze profit and loss and risk curve, many figure overlay analysis by pen; The data that described capital project executive capability analysis module calls comprise following a kind of or surpass a kind of combination: parties to, foundation, the occupation of capital, profit expection, end and decreasing, the capital project practice condition contrasts; Described market comprise the data of control capability analysis module invokes following a kind of or surpass the combination of a profit: the kind liveness, and the market feature, trading efficiency, parties is to continuing tendency with market; Described market feature is meant monolateral city or vibration city.
11. diagnostic method based on historical transactional data of futures investor, it is characterized in that, may further comprise the steps: with historical transactional data of futures investor according to attribute assignment in following five analysis modules: the trading capacity analysis module, the habit of transaction analysis module, transaction psychoanalysis module, capital project executive capability analysis module, market are control capability analysis module; After the user entry of diagnostic engine obtains customization diagnostic requirements information, drive the association analysis engine modules and analyze, call above-mentioned five analysis modules by the combination of association analysis engine and obtain analysis result; Diagnostic engine is accepted the analysis result of association analysis engine, exports the personalized diagnosis report that trading activity is associated with profitability automatically, and directly ancillary investment person structure or optimization are fit to the personalized trade mode of himself.
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Cited By (7)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102411561A (en) * | 2010-09-21 | 2012-04-11 | 上海众融信息技术有限公司 | Dynamic generation and information preview method for financial service reports |
| CN104463676A (en) * | 2014-10-21 | 2015-03-25 | 中国建设银行股份有限公司 | Futures trading data transmission method and system based on mobile terminal |
| CN105205042A (en) * | 2015-10-10 | 2015-12-30 | 苏州工业园区凌志软件股份有限公司 | Automatic account report generating method and system |
| CN107742253A (en) * | 2017-09-29 | 2018-02-27 | 搜易贷（北京）金融信息服务有限公司 | A kind of automation method for running based on user behavior analysis |
| CN109389508A (en) * | 2018-10-26 | 2019-02-26 | 湖北大学 | A kind of money stock personal investment behavioural characteristic big data analysis method |
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- 2008-12-31 CN CN200810246894A patent/CN101770629A/en active Pending
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN102411561A (en) * | 2010-09-21 | 2012-04-11 | 上海众融信息技术有限公司 | Dynamic generation and information preview method for financial service reports |
| CN104463676A (en) * | 2014-10-21 | 2015-03-25 | 中国建设银行股份有限公司 | Futures trading data transmission method and system based on mobile terminal |
| CN105205042A (en) * | 2015-10-10 | 2015-12-30 | 苏州工业园区凌志软件股份有限公司 | Automatic account report generating method and system |
| CN107742253A (en) * | 2017-09-29 | 2018-02-27 | 搜易贷（北京）金融信息服务有限公司 | A kind of automation method for running based on user behavior analysis |
| CN109389508A (en) * | 2018-10-26 | 2019-02-26 | 湖北大学 | A kind of money stock personal investment behavioural characteristic big data analysis method |
| CN110009502A (en) * | 2019-04-03 | 2019-07-12 | 平安科技（深圳）有限公司 | Financing data analysing method, device, computer equipment and storage medium |
| CN110009502B (en) * | 2019-04-03 | 2023-10-27 | 平安科技（深圳）有限公司 | Financial data analysis method, device, computer equipment and storage medium |
| TWI749492B (en) * | 2020-03-26 | 2021-12-11 | 玉山商業銀行股份有限公司 | Scoring method for investment item, recommendation method and system thereof |
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