CN110503557A - The monitoring method and device of policy information - Google Patents

The monitoring method and device of policy information Download PDF

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Publication number
CN110503557A
CN110503557A CN201910800904.5A CN201910800904A CN110503557A CN 110503557 A CN110503557 A CN 110503557A CN 201910800904 A CN201910800904 A CN 201910800904A CN 110503557 A CN110503557 A CN 110503557A
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account
strategy
transaction data
user
monitoring
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金业
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Bank of China Ltd
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Bank of China Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis

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Abstract

The invention discloses a kind of monitoring method of policy information and devices, this method comprises: display monitoring interface, wherein include at least one account or strategy, each one or more strategies of account association in monitoring interface;User is received to the selection instruction of any one account in monitoring interface or strategy;According to selection instruction, the transaction data for having selected account or having selected strategy is obtained;Account will have been selected or the transaction data of strategy has been selected to be compared with benchmark transaction data, generated visualization comparison result;Output visualization comparison result.The present invention can be realized the technical effect that visual control is carried out to the strategy or strategy combination of investment user.

Description

The monitoring method and device of policy information
Technical field
The present invention relates to field of computer data processing more particularly to the monitoring methods and device of a kind of policy information.
Background technique
This part intends to provides background or context for the embodiment of the present invention stated in claims.Description herein Recognize it is the prior art not because not being included in this section.
In money market product investment field, since quantization trading strategies can overcome the influence of investor's subjective emotion, More and more investment users become dependent upon quantization transaction platform to realize firm bargain.The tactful producer can be handed over by quantization Easy platform publishing policy, and implementation strategy is traded;Tactful subscriber can subscribe to strategy by quantization transaction platform, and execute plan Slightly trade.
No matter for the tactful producer, or tactful subscriber, before trading strategies are invested in firm bargain system, all It is the quality that a trading strategies are measured based on the backtest results of trading strategies or mock trading result.And in fact, firm offer The market conditions data of transaction system are dynamic changes, it is difficult to ensure that a trading strategies centainly can when executing firm bargain Obtain good effect.Thus, launch by trading strategies to after firm offer, it is also necessary to trading strategies are monitored, so as to and When make adjustment to trading strategies.
Quantify the tactful producer or tactful subscriber on transaction platform, is often owned by a large amount of trading strategies, how to mention For a kind of means that a large amount of trading strategies are effectively managed and monitored, for the tactful producer or tactful subscriber, It is all highly important.
Summary of the invention
The embodiment of the present invention provides a kind of monitoring method of policy information, to solve existing quantization transaction platform, lacks One kind effectively managing a large amount of trading strategies and the technical issues of monitoring means, this method comprises: display monitoring interface, In, it include at least one account or strategy, each one or more strategies of account association in monitoring interface;User is received to monitoring Any one account or the selection instruction of strategy in interface;According to selection instruction, the transaction selected account or selected strategy is obtained Data;Account will have been selected or the transaction data of strategy has been selected to be compared with benchmark transaction data, generated visualization comparison result; Output visualization comparison result.
The embodiment of the present invention also provides a kind of monitoring device of policy information, to solve existing quantization transaction platform, lacks Weary one kind effectively manages a large amount of trading strategies and the technical issues of monitoring means, which includes: the first display module, For showing monitoring interface, wherein include at least one account or strategy in monitoring interface, each account association is one or more Strategy;Command reception module, for receiving user to the selection instruction of any one account in monitoring interface or strategy;Data obtain Modulus block, for obtaining the transaction data for having selected account or having selected strategy according to selection instruction;Data processing module, being used for will It has selected account or the transaction data of strategy has been selected to be compared with benchmark transaction data, generated visualization comparison result;Second is aobvious Show module, for exporting visualization comparison result.
The embodiment of the present invention also provides a kind of computer equipment, and to solve existing quantization transaction platform, it is a kind of right to lack A large amount of trading strategies carry out the technical issues of effectively management and monitoring means, the computer equipment include memory, processor and The computer program that can be run on a memory and on a processor is stored, processor realizes above-mentioned plan when executing computer program The slightly monitoring method of information.
The embodiment of the present invention also provides a kind of computer readable storage medium, to solve existing quantization transaction platform, lacks Weary one kind effectively manages a large amount of trading strategies and the technical issues of monitoring means, the computer-readable recording medium storage There is the computer program for the monitoring method for executing above-mentioned policy information.
In the embodiment of the present invention, by providing the monitoring interface to account or policy monitor, user is being received to monitoring In interface after any one account or the selection instruction of strategy, according to the selection instruction, obtains and selected account or selected strategy Transaction data, and account will have been selected or the transaction data of strategy has been selected to be compared with benchmark transaction data, generate visualization ratio To result;Output visualization comparison result, so that user can be with some account of real time inspection or the trading situation of strategy.It needs The one or more strategies of each account association that are bright, showing in monitoring interface, the transaction data of each account includes each Associated each tactful transaction data under account.
Through the embodiment of the present invention, it can be realized the skill that visual control is carried out to the strategy or strategy combination of investment user Art effect.
Detailed description of the invention
In order to more clearly explain the embodiment of the invention or the technical proposal in the existing technology, to embodiment or will show below There is attached drawing needed in technical description to be briefly described, it should be apparent that, the accompanying drawings in the following description is only this Some embodiments of invention for those of ordinary skill in the art without creative efforts, can be with It obtains other drawings based on these drawings.In the accompanying drawings:
Fig. 1 is a kind of monitoring method flow chart of the policy information provided in the embodiment of the present invention;
Fig. 2 is the interface schematic diagram that account avail information has been selected in a kind of monitoring provided in the embodiment of the present invention;
Fig. 3 is that a kind of monitoring provided in the embodiment of the present invention has selected the policy monitor interface of tactful avail information to illustrate Figure;
Fig. 4 is a kind of monitoring system schematic diagram of the policy information provided in the embodiment of the present invention;
Fig. 5 is the interface schematic diagram that tactful structural information under account has been selected in a kind of monitoring provided in the embodiment of the present invention;
Fig. 6 is the interface signal that some tactful detail information under account has been selected in a kind of monitoring provided in the embodiment of the present invention Figure;
Fig. 7 is that a kind of monitoring provided in the embodiment of the present invention has selected the interface of virtual subnet structure of accounts information under account to show It is intended to;
Fig. 8 is the boundary that some virtual subnet account details information under account has been selected in a kind of monitoring provided in the embodiment of the present invention Face schematic diagram;
Fig. 9 is that tactful structural information and virtual subnet under account have been selected in the optional monitoring of one kind provided in the embodiment of the present invention The interface schematic diagram of structure of accounts information;
Figure 10 is that tactful structural information and virtual has been selected under account in the optional monitoring of one kind provided in the embodiment of the present invention The interface schematic diagram of sub- structure of accounts information;
Figure 11 is a kind of monitoring device schematic diagram of the policy information provided in the embodiment of the present invention.
Specific embodiment
Understand in order to make the object, technical scheme and advantages of the embodiment of the invention clearer, with reference to the accompanying drawing to this hair Bright embodiment is described in further details.Here, the illustrative embodiments of the present invention and their descriptions are used to explain the present invention, but simultaneously It is not as a limitation of the invention.
In the description of this specification, used "comprising", " comprising ", " having ", " containing " etc. are open Term, that is, mean including but not limited to.Reference term " one embodiment ", " specific embodiment ", " some embodiments ", " such as " etc. description mean that specific features, structure or feature described in conjunction with this embodiment or example are contained in the application's In at least one embodiment or example.In the present specification, schematic expression of the above terms are not necessarily referring to identical Embodiment or example.Moreover, specific features, structure or the feature of description in any one or more embodiments or can be shown It can be combined in any suitable manner in example.The step of involved in each embodiment, sequentially is used to schematically illustrate the implementation of the application, wherein The step of sequence be not construed as limiting, can appropriately adjust as needed.
A kind of monitoring method of policy information is provided in the embodiment of the present invention, Fig. 1 is to provide in the embodiment of the present invention A kind of monitoring method flow chart of policy information, as shown in Figure 1, this method may include steps of:
S101 shows monitoring interface, wherein includes at least one account or strategy, each account association in monitoring interface One or more strategies.
It should be noted that monitoring interface refers to and is monitored to account (strategy combination) or strategy in the embodiment of the present invention Interface, including but not limited on the quantization transaction platform of money market product investment deal to account (strategy combination) or The interface that strategy is monitored.
Since user is when using quantization trading strategies investment money market product, it may be possible to right using single strategy Some money market product (for example, noble metal) carries out investment deal, it is also possible to using the strategy combination of multiple strategies come to certain A money market product carries out investment deal, thus, user is to carry out the account that money market product transaction opens up to correspond to One trading strategies, it is also possible to corresponding multiple trading strategies.Professional investment user (the tactful producer) passes through quantization transaction platform An individually strategy can be issued, an account can also be issued, the account is associated with multiple strategies;And common investment user (tactful subscriber) can subscribe to an individually strategy by quantifying transaction platform, can also subscribe to an account, the account It is associated with multiple strategies.
As an alternative embodiment, the monitoring interface provided in the embodiment of the present invention may include: Account Monitoring Interface and policy monitor interface.By individually managing and monitoring strategy and account, user's operation can be further increased Experience.For example, Fig. 2 is that a kind of monitoring provided in the embodiment of the present invention has selected the Account Monitoring interface of account avail information to illustrate Figure, Fig. 3 are a kind of policy monitor interface schematic diagram of the monitoring strategies avail information provided in the embodiment of the present invention.
As shown in Fig. 2, user can carry out its multiple account (for example, account A and account B) at Account Monitoring interface Management and monitoring can export the yield curve and benchmark benefit curvilinear trend comparison diagram of account A after selecting account A.Due to Each account may be associated with multiple strategies, thus, after selecting account A, the pass account A can also be exported in Account Monitoring interface The fund proportion structure of each strategy of connection and the situation of Profit of each strategy.
As shown in figure 3, user can carry out its multiple strategy (for example, strategy c and strategy d) at policy monitor interface Management and monitoring are capable of the yield curve and benchmark benefit curvilinear trend comparison diagram of output policy c after selection strategy c.
In addition, can be it should also be noted that, show account or strategy in monitoring interface provided in an embodiment of the present invention The strategy of user oneself creation, is also possible to the strategy of user's subscription, can also be the combination of the two, i.e., both wrapped in monitoring interface The strategy of the creation containing user oneself, and include the strategy that user subscribes to.
S102 receives user to the selection instruction of any one account in monitoring interface or strategy.
It should be noted that in the monitoring interface comprising multiple accounts or strategy in the case where, can by multiple accounts or Strategy is shown in the form of a list.Above-mentioned selection instruction can be the click commands to any one account in list or strategy (for example, mouse click) is also possible to the touching instruction of any one account in list or strategy (for example, touch screen hand Machine), the form of selection instruction is not construed as limiting the invention.
As an alternative embodiment, receiving selection of the user to any one account in monitoring interface or strategy After instruction, the monitoring method of policy information provided in an embodiment of the present invention can also include the following steps: to receive user to Select account or selected tactful operational order, wherein operational order includes at least one following: publication instruction, cancellation publication refer to It enables, delete instruction, operating instruction, operation suspension instruction and instruction of restarting.
Wherein, publication instruction refers to that account or policy issue (can be but not limited to quantization to hand over by user to shared platform Easy platform) for the instruction of other users subscription;Cancel publication instruction and refers to that user stops account or policy issue to sharing The instruction that platform (can be but not limited to quantization transaction platform) is subscribed to for other users;It deletes instruction and refers to that user's deletion is appointed The instruction of account of anticipating or strategy;Operating instruction refers to that (return test cross is easily user to transaction system by account or strategy dispensing System, mock trading system or firm bargain system) instruction that is run;Operation suspension instruction refer to user stop account or Strategy launches the instruction run to transaction system (return and survey transaction system, mock trading system or firm bargain system);Weight It opens instruction and refers to that account or strategy dispensing (will be returned to transaction system again and survey transaction system, mock trading system or reality by user Firm bargain system) instruction that is run.
After user chooses some account or strategy, (it can be schemed for example, clicking by the instruction control provided on interface Corresponding operation instruction control can occur in ellipsis in 2 or Fig. 3) to the account or the following at least one operation of strategy execution: Publication operation, delete operation, operation operation, operation suspension operation and reboot operation are cancelled in publication operation.
By above embodiment, management of the user to its account or strategy can be facilitated.
S103 obtains the transaction data for having selected account or having selected strategy according to selection instruction.
Due to the account or strategy shown on monitoring interface, firm bargain may be participated in, it is also possible to be not engaged in firm offer friendship Easily, thus, the transaction data obtained in above-mentioned S103 can be firm bargain data, be also possible to history return survey transaction data or Mock trading data.For example, Fig. 4 is a kind of monitoring system schematic diagram of the policy information provided in the embodiment of the present invention, such as Fig. 4 It is shown, by quantization transaction platform according to the user's choice instruct determination selected account or selected strategy after, can from quantization Returning in survey transaction system, mock trading system or firm bargain system for transaction platform docking obtains corresponding transaction data.
Optionally, transaction data can include but is not limited to avail data.
Since each account is associated with one or more strategies, as a result, as an alternative embodiment, when receiving use To in the case where the selection instruction of any one account in monitoring interface, above-mentioned S103 can be specifically included: be referred to according to selection at family It enables, account has been selected in determination;Obtain the transaction data for having selected the associated one or more strategies of account;According to having selected account associated The transaction data of one or more strategies, determines the transaction data for having selected account.By the embodiment, can be realized while right The transaction data of multiple strategies (strategy combination) obtains.
Further, in the case where receiving user to the selection instruction of any one account in monitoring interface, this hair The monitoring method for the policy information that bright embodiment provides, which can also include the following steps: to obtain, has selected account associated one or more The policy information of a strategy;The policy information for having selected the associated one or more strategies of account is shown using visual means.Such as Shown in Fig. 5, when the user clicks in the case where the account fund structure of account A, the associated policy construction letter of account A can be shown Breath.Preferably, each tactful control in the policy construction shown on interface can also support Review Policies detail information, such as scheme Shown in 6, account A associated some tactful (for example, strategy a1), can check the detail information (example of the strategy when the user clicks Such as, policy scores, accumulated earnings ratio, year earning rate, history maximum withdraw, the information such as total assets).
Preferably, when use visual means show and selected the associated one or more tactful policy informations of account It waits, can also specifically include: verify the authority information of user;When user authority information by verifying in the case where, using can The policy information for having selected the associated one or more strategies of account is shown depending on change mode.Different letters is shown according to user right Breath enables the monitoring method of policy information provided in an embodiment of the present invention to be suitable for different user under investment institution and uses together Scene of one account to tactful information monitoring.
Since the situation of Profit of Different Strategies is different, thus, in order to preferably allow user to understand the income feelings of each strategy Under condition, as a preferred embodiment, each account shown in monitoring interface may include: more in the embodiment of the present invention A virtual subnet account, the corresponding strategy of each virtual subnet account, the monitoring method of policy information provided in an embodiment of the present invention It can also include the following steps: the transaction data for obtaining each virtual subnet account under subscription account;Using visual means exhibition Show the transaction data of each virtual subnet account under subscription account.By increasing multiple virtual subnet accounts under some account, and It is associated with strategy, the monitoring to strategy situation of Profit each under the account may be implemented.
As shown in fig. 7, can be shown each under account A in the case where the account fund structure of account A when the user clicks The transaction data of virtual subnet account.Preferably, each account control control in exhibition strategy structure can also be supported to check account Family detail information under default situations, shows the Transaction Information of account A.As shown in figure 8, some is virtual under account A when the user clicks Sub- account (for example, virtual subnet account A1), can check the account details information of virtual subnet account A1.
Preferably, using visual means show under subscription account the transaction data of each virtual subnet account when It waits, can also specifically include: verify the authority information of user;When user authority information by verifying in the case where, using can The transaction data of each virtual subnet account under subscription account is shown depending on change mode.Different information is shown according to user right, Enable the monitoring method of policy information provided in an embodiment of the present invention suitable for different user under investment institution using same Scene of the account to account information monitoring.
Obviously, as shown in fig. 9 or 10, the embodiment of the present invention can also by under some account virtual subnet structure of accounts and Policy construction information is shown together.As shown in figure 9, virtual subnet account A1 under account A when the user clicks, can check virtual subnet account The account details information of family A1.As shown in Figure 10, the associated strategy a1 of account A when the user clicks, can be with the detailed of Review Policies a1 Feelings information.
S104 will select account or the transaction data of strategy selected to be compared with benchmark transaction data, generated visualization Comparison result.
It should be noted that said reference transaction data can be the reference data of transaction platform publication, it is also possible to hand over The average value of the transaction data of the All Activity strategy of transaction is executed on easy platform.Account or has been selected getting by S103 After the transaction data for selecting strategy, account will be selected by S104 or the transaction data of strategy has been selected to compare with benchmark transaction data It is right, generate visualization comparison result, so as to user can it is intuitive, it can be clearly seen that having selected account or having selected the transaction feelings of strategy Condition.If in the case that transaction data is firm bargain data, the reality to the account or strategy that participate in firm bargain may be implemented When monitor.
S105, output visualization comparison result.
It should be noted that above-mentioned visualization comparison result can include but is not limited to select account or select the receipts of strategy The tendency chart comparing result of beneficial curve and benchmark benefit curve.
As an alternative embodiment, after output visualizes comparison result, plan provided in an embodiment of the present invention The monitoring method of slightly information can also include the following steps: to receive display configuration-direct, wherein display configuration-direct is for configuring Visualize the display state of comparison result;According to display configuration-direct, display visualization comparison result.
Still by taking Fig. 2 or Fig. 3 as an example, the period that user can be shown with yield curve on configuration interface is (for example, pass through Fig. 2 Or Start Date and Close Date realize the selection of period in Fig. 3), or by zooming in or out button, realize to interface The yield curve tendency chart of upper displaying zooms in or out display.Revenue streams figure also support user check any time period or when Between the situation of Profit put.
It should be noted that having selected account in output or having selected the transaction data of strategy with the visualization of benchmark transaction data While comparison result, the account details information for having selected account can also be exported, or has selected the tactful detail information of strategy.Example Such as, for the account of investment deal money market product, account details information includes but is not limited to name on account, receipts today Beneficial rate, accumulated earnings ratio, profit and loss today, total profit and loss, maximum withdraw, day winning rate, available funds and total assets etc.;Investment is handed over For the strategy of easy money market product, tactful detail information includes but is not limited to policy name, earning rate today, accumulated earnings Rate, profit and loss today, total profit and loss, maximum withdraw, day winning rate, available funds and total assets etc..
From the foregoing, it will be observed that the monitoring method of policy information provided in an embodiment of the present invention, supervises account or strategy by providing The monitoring interface of control, after receiving user to the selection instruction of any one account in monitoring interface or strategy, according to the choosing Instruction is selected, the transaction data for having selected account or having selected strategy is obtained, and account will have been selected or selected the transaction data and base of strategy Quasi- transaction data is compared, and generates visualization comparison result;Output visualization comparison result, so that user can be with real time inspection The trading situation of some account or strategy.It should be noted that each account association shown in monitoring interface is one or more Strategy, the transaction data of each account include associated each tactful transaction data under each account.
The monitoring method of the policy information provided through the embodiment of the present invention can be realized strategy or plan to investment user The slightly technical effect of combination progress visual control.
In an alternative embodiment, when the account or strategy for including in monitoring interface are the account of participation firm bargain Or in the case where strategy, after output visualizes comparison result, the monitoring method of policy information provided in an embodiment of the present invention It can also include: that visualization comparison result is updated according to real-time market data.By the account that is shown on real-time update interface or The transaction results of strategy can be realized the real time monitoring to the account or strategy that participate in firm bargain.
Due in monitoring interface may comprising others' account that user subscribes to or strategy, thus, as a kind of optional Embodiment, in the case that at least one account or strategy for including in monitoring interface are the account or strategy that user subscribes to, In After user is received to the selection instruction of any one account in monitoring interface or strategy, strategy letter provided in an embodiment of the present invention The monitoring method of breath can also include the following steps: receive user to subscription account or subscribed to strategy unsubscribe finger It enables;According to instruction is unsubscribed, unbinds subscription account or subscribed to strategy.
Optionally, based on the above embodiment, as an alternative embodiment, appointing receiving user in monitoring interface After the selection instruction of an account of anticipating, the monitoring method of policy information provided in an embodiment of the present invention can also include following step It is rapid: to receive user to the account of subscription account with single instrction;According to account with single instrction, subscription account associated one is detected The buying signals of a or multiple strategies;According to the buying signals of any one associated strategy of subscription account, generation strategy is handed over Easy order.By the embodiment, the purpose monitoring the buying signals of the associated each strategy of account and placing an order automatically is realized.
It should be noted that the buying signals of any one associated strategy of subscription account can be the publication account The signal that the tactful producer places an order manually is also possible to the letter that market conditions data meet tactful terms of trade and place an order automatically Number.
Further, since subscription account is generally associated with one or more strategies, thus, for funds transaction safety, Receive user to the account of subscription account with single instrction after, comprising: according to the associated one or more of subscription account Strategy creates one or more virtual subnet accounts, wherein the corresponding strategy of each virtual subnet account.The tactful producer is ordering While readding the account of the tactful producer, that is, have subscribed the strategy combination of each strategy and account proportion knot under the account Structure, thus, structure is matched according to the strategy combination of subscription account and account, by the account of tactful subscriber be divided into one or Multiple virtual subnet accounts, so that each virtual subnet account corresponds to a strategy, so that when each strategy transaction, it only can be right Fund inside associated virtual subnet account is traded.
Equally, also available to have subscribed to account when the fund structure information of exhibition strategy subscriber some account The transaction data of each virtual subnet account under family;The friendship of each virtual subnet account under subscription account is shown using visual means Easy data.
Optionally, based on the above embodiment, as another optional embodiment, user is being received in monitoring interface After the selection instruction of any one strategy, the monitoring method of policy information provided in an embodiment of the present invention can also include as follows Step: receive user to subscribed to strategy strategy with single instrction;According to strategy with single instrction, the transaction of strategy has been subscribed in detection Signal;According to the buying signals for having subscribed to strategy, generation strategy trade order.By the embodiment, realize that monitoring strategy hands over Easy signal and the purpose to place an order automatically.
It should be noted that the tactful producer that the buying signals for having subscribed to strategy can be the publication account places an order manually Signal, be also possible to the signal that market conditions data meet tactful terms of trade and place an order automatically.
A kind of monitoring device of policy information is additionally provided in the embodiment of the present invention, as described in the following examples.Due to The principle that the Installation practice solves the problems, such as is similar to the monitoring method of policy information, therefore the implementation of the Installation practice can be with Referring to the implementation of method, overlaps will not be repeated.
Figure 11 is a kind of monitoring device schematic diagram of the policy information provided in the embodiment of the present invention, as shown in figure 11, should Device may include: the first display module 111, command reception module 112, data acquisition module 113, data processing module 114 With the second display module 115.
First display module 111, for showing monitoring interface, wherein include at least one account or plan in monitoring interface Slightly, each one or more strategies of account association;Command reception module 112, for receiving user to any one in monitoring interface The selection instruction of a account or strategy;Data acquisition module 113, for according to selection instruction, acquisition to have selected account or selected plan Transaction data slightly;Data processing module 114, for will select account or selected the transaction data and benchmark transaction data of strategy It is compared, generates visualization comparison result;Second display module 115, for exporting visualization comparison result.
From the foregoing, it will be observed that the monitoring device of policy information provided in an embodiment of the present invention, is shown by the first display module 111 To the monitoring interface of account or policy monitor, user is received to any one account in monitoring interface by command reception module 112 The selection instruction of family or strategy, by data acquisition module 113 according to the selection instruction, acquisition has selected account or has selected strategy Transaction data, and by data processing module 114 will select account or selected strategy transaction data and benchmark transaction data into Row compares, and generates visualization comparison result;Visualization comparison result is exported finally by the second display module 115, so as to user It can be with some account of real time inspection or the trading situation of strategy.It should be noted that each account shown in monitoring interface is closed The one or more strategies of connection, the transaction data of each account include associated each tactful transaction data under each account.
The monitoring device of the policy information provided through the embodiment of the present invention can be realized strategy or plan to investment user The slightly technical effect of combination progress visual control.
In an alternative embodiment, when receiving user to the selection instruction of any one account in monitoring interface In the case of, in the monitoring device of policy information provided in an embodiment of the present invention, data acquisition module 113 be can be also used for according to choosing Instruction is selected, account has been selected in determination;Obtain the transaction data for having selected the associated one or more strategies of account;According to having selected account to close The transaction data of the one or more strategy of connection, determines the transaction data for having selected account.
Further, in the case where receiving user to the selection instruction of any one account in monitoring interface, this hair In the monitoring device for the policy information that bright embodiment provides, data acquisition module 113, which can be also used for obtaining, has selected account to be associated with One or more strategy policy informations;Second display module 115 can be also used for having selected account using visual means displaying The policy information of the associated one or more strategies in family.
Preferably, the second display module 115 can be also used for the authority information of verifying user;When the authority information of user is logical In the case where crossing verifying, the policy information for having selected the associated one or more strategies of account is shown using visual means.
As a preferred embodiment, each account shown in monitoring interface can wrap in the embodiment of the present invention It includes: multiple virtual subnet accounts, the corresponding strategy of each virtual subnet account, the monitoring of policy information provided in an embodiment of the present invention In device, data acquisition module 113 can be also used for obtaining the transaction data of each virtual subnet account under subscription account;Second Display module 115 can be also used for the transaction data that each virtual subnet account under subscription account is shown using visual means.
Preferably, the second display module 115 can be also used for the authority information of verifying user;When the authority information of user is logical In the case where crossing verifying, the transaction data of each virtual subnet account under subscription account is shown using visual means.
In an alternative embodiment, in the monitoring device of policy information provided in an embodiment of the present invention, command reception Module 112 can be also used for receive user to selected account or selected strategy operational order, wherein operational order include it is as follows At least one: publication instruction cancels publication instruction, deletes instruction, operating instruction, operation suspension instruction and instruction of restarting.
In an alternative embodiment, when at least one account or strategy for including in monitoring interface are that user subscribes to In the case where account or strategy, in the monitoring device of policy information provided in an embodiment of the present invention, command reception module 112 may be used also With for receive user to subscription account or subscribed to strategy unsubscribe instruction;And it according to instruction is unsubscribed, solves It ties up subscription account or has subscribed to strategy.
In an alternative embodiment, in the monitoring device of policy information provided in an embodiment of the present invention, command reception Module 112 can be also used for receiving user to the account of subscription account with single instrction;Data acquisition module 113 is also used to basis Account detects the buying signals of the associated one or more strategies of subscription account with single instrction;And according to subscription account The buying signals of any one associated strategy, generation strategy trade order.
In an alternative embodiment, in the monitoring device of policy information provided in an embodiment of the present invention, data acquisition Module 113 is also used to create one or more virtual subnet accounts according to the associated one or more strategies of subscription account, In, the corresponding strategy of each virtual subnet account.
Optionally, in the above-described embodiments, data acquisition module 113 can be also used for obtaining each void under subscription account Intend the transaction data of sub- account;Second display module 115 can be also used for showing using visual means each under subscription account The transaction data of a virtual subnet account.
In an alternative embodiment, in the monitoring device of policy information provided in an embodiment of the present invention, command reception Module 112 can be also used for receive user to subscribed to strategy strategy with single instrction;Data acquisition module 113 is also used to basis Strategy has subscribed to the buying signals of strategy with single instrction, detection;And according to the buying signals for having subscribed to strategy, generation strategy is handed over Easy order.
Based on any one of the above is optional or preferred embodiment, as an alternative embodiment, when monitoring circle In the case where account or strategy of the account or strategy for including in face to participate in firm bargain, in an alternative embodiment, In the monitoring device of policy information provided in an embodiment of the present invention, the second display module 115 is also used to according to real-time market data, Update visualization comparison result.
In an alternative embodiment, in the monitoring device of policy information provided in an embodiment of the present invention, command reception Module 112 can be also used for receiving display configuration-direct, wherein display configuration-direct is used to configure visualization comparison result Display state;Second display module 115 is also used to according to display configuration-direct, display visualization comparison result.
The embodiment of the present invention also provides a kind of computer equipment, and to solve existing quantization transaction platform, it is a kind of right to lack A large amount of trading strategies carry out the technical issues of effectively management and monitoring means, the computer equipment include memory, processor and The computer program that can be run on a memory and on a processor is stored, processor realizes above-mentioned plan when executing computer program The slightly monitoring method of information.
The embodiment of the present invention also provides a kind of computer readable storage medium, to solve existing quantization transaction platform, lacks Weary one kind effectively manages a large amount of trading strategies and the technical issues of monitoring means, the computer-readable recording medium storage There is the computer program for the monitoring method for executing above-mentioned policy information.
In conclusion the embodiment of the invention provides a kind of monitoring method of policy information, device, computer equipment and meters Calculation machine readable storage medium storing program for executing provides the monitoring interface of a kind of pair of account or policy monitor, can not only realize to a account or plan Effective management slightly, additionally it is possible to realize and visual control is carried out to the trading situation of account or strategy, reduce quantization transaction wind Danger, enhances user experience.
It should be understood by those skilled in the art that, the embodiment of the present invention can provide as method, system or computer program Product.Therefore, complete hardware embodiment, complete software embodiment or reality combining software and hardware aspects can be used in the present invention Apply the form of example.Moreover, it wherein includes the computer of computer usable program code that the present invention, which can be used in one or more, The computer program implemented in usable storage medium (including but not limited to magnetic disk storage, CD-ROM, optical memory etc.) produces The form of product.
The present invention be referring to according to the method for the embodiment of the present invention, the process of equipment (system) and computer program product Figure and/or block diagram describe.It should be understood that every one stream in flowchart and/or the block diagram can be realized by computer program instructions The combination of process and/or box in journey and/or box and flowchart and/or the block diagram.It can provide these computer programs Instruct the processor of general purpose computer, special purpose computer, Embedded Processor or other programmable data processing devices to produce A raw machine, so that being generated by the instruction that computer or the processor of other programmable data processing devices execute for real The device for the function of being specified in present one or more flows of the flowchart and/or one or more blocks of the block diagram.
These computer program instructions, which may also be stored in, is able to guide computer or other programmable data processing devices with spy Determine in the computer-readable memory that mode works, so that it includes referring to that instruction stored in the computer readable memory, which generates, Enable the manufacture of device, the command device realize in one box of one or more flows of the flowchart and/or block diagram or The function of being specified in multiple boxes.
These computer program instructions also can be loaded onto a computer or other programmable data processing device, so that counting Series of operation steps are executed on calculation machine or other programmable devices to generate computer implemented processing, thus in computer or The instruction executed on other programmable devices is provided for realizing in one or more flows of the flowchart and/or block diagram one The step of function of being specified in a box or multiple boxes.
Particular embodiments described above has carried out further in detail the purpose of the present invention, technical scheme and beneficial effects Describe in detail it is bright, it should be understood that the above is only a specific embodiment of the present invention, the guarantor being not intended to limit the present invention Range is protected, all within the spirits and principles of the present invention, any modification, equivalent substitution, improvement and etc. done should be included in this Within the protection scope of invention.

Claims (17)

1. a kind of monitoring method of policy information characterized by comprising
Show monitoring interface, wherein include at least one account or strategy in the monitoring interface, each account be associated with one or Multiple strategies;
User is received to the selection instruction of any one account in the monitoring interface or strategy;
According to the selection instruction, the transaction data for having selected account or having selected strategy is obtained;
Account will have been selected or the transaction data of strategy has been selected to be compared with benchmark transaction data, generated visualization comparison result;
Export the visualization comparison result.
2. the method as described in claim 1, which is characterized in that when receiving user to any one account in the monitoring interface In the case where the selection instruction at family, according to the selection instruction, the transaction data for having selected account or having selected strategy is obtained, comprising:
According to the selection instruction, account has been selected in determination;
Obtain the transaction data for having selected the associated one or more strategies of account;
According to the transaction data for having selected the associated one or more strategies of account, the transaction data for having selected account is determined.
3. method according to claim 2, which is characterized in that the method also includes:
Obtain the policy information for having selected the associated one or more strategies of account;
The policy information for having selected the associated one or more strategies of account is shown using visual means.
4. method according to claim 2, which is characterized in that using visual means displaying selected account it is associated one or The policy information of multiple strategies, comprising:
Verify the authority information of the user;
In the case that the authority information of the user passes through verifying, account associated one has been selected using visual means displaying Or the policy information of multiple strategies.
5. method according to claim 2, which is characterized in that described to have selected account include multiple virtual subnet accounts, Mei Gexu Intend the corresponding strategy of sub- account, the method also includes:
Obtain the transaction data of each virtual subnet account under subscription account;
The transaction data of each virtual subnet account under subscription account is shown using visual means.
6. method as claimed in claim 5, which is characterized in that shown using visual means each virtual under subscription account The transaction data of sub- account, comprising:
Verify the authority information of the user;
In the case that the authority information of the user passes through verifying, each void under subscription account is shown using visual means Intend the transaction data of sub- account.
7. the method as described in claim 1, which is characterized in that receiving user to any one account in the monitoring interface Or after the selection instruction of strategy, the method also includes:
User is received to having selected account or selected the operational order of strategy, wherein the operational order includes at least one following: Publication instruction cancels publication instruction, deletes instruction, operating instruction, operation suspension instruction and instruction of restarting.
8. the method as described in claim 1, which is characterized in that when at least one account or plan for including in the monitoring interface Slightly in the case where the account of user's subscription or strategy, user is being received to any one account or strategy in the monitoring interface Selection instruction after, the method also includes:
Receive user to subscription account or subscribed to strategy unsubscribe instruction;
Instruction is unsubscribed according to described, subscription account is unbinded or has subscribed to strategy.
9. method according to claim 8, which is characterized in that receiving user to any one account in the monitoring interface Or after the selection instruction of strategy, the method also includes:
User is received to the account of subscription account with single instrction;
According to the account with single instrction, the buying signals of the associated one or more strategies of subscription account are detected;
According to the buying signals of any one associated strategy of subscription account, generation strategy trade order.
10. method as claimed in claim 9, which is characterized in that receiving user to the account of subscription account with single instrction Later, comprising:
According to the associated one or more strategies of subscription account, one or more virtual subnet accounts are created, wherein each virtual The corresponding strategy of sub- account.
11. method as claimed in claim 10, which is characterized in that the method also includes:
Obtain the transaction data of each virtual subnet account under subscription account;
The transaction data of each virtual subnet account under subscription account is shown using visual means.
12. method according to claim 8, which is characterized in that receiving user to any one account in the monitoring interface After the selection instruction of family or strategy, the method also includes:
Receive user to subscribed to strategy strategy with single instrction;
According to the strategy with single instrction, the buying signals of strategy have been subscribed in detection;
According to the buying signals for having subscribed to strategy, generation strategy trade order.
13. the method as described in claim 1 to 12 any one, which is characterized in that when the account for including in the monitoring interface It is described after exporting the visualization comparison result in the case where account or the strategy of family or strategy to participate in firm bargain Method further include:
According to real-time market data, the visualization comparison result is updated.
14. method as claimed in claim 13, which is characterized in that after exporting the visualization comparison result, the side Method further include:
Receive display configuration-direct, wherein the display configuration-direct is used to configure the display shape of the visualization comparison result State;
According to the display configuration-direct, the visualization comparison result is shown.
15. a kind of monitoring device of policy information characterized by comprising
First display module, for showing monitoring interface, wherein in the monitoring interface include at least one account or strategy, Each one or more strategies of account association;
Command reception module, for receiving user to the selection instruction of any one account in the monitoring interface or strategy;
Data acquisition module, for obtaining the transaction data for having selected account or having selected strategy according to the selection instruction;
Data processing module, it is raw for will select account or the transaction data of strategy has been selected to be compared with benchmark transaction data At visualization comparison result;
Second display module, for exporting the visualization comparison result.
16. a kind of computer equipment including memory, processor and stores the meter that can be run on a memory and on a processor Calculation machine program, which is characterized in that the processor is realized described in any one of claim 1 to 14 when executing the computer program The monitoring method of policy information.
17. a kind of computer readable storage medium, which is characterized in that the computer-readable recording medium storage has perform claim It is required that the computer program of the monitoring method of any one of 1 to 14 policy information.
CN201910800904.5A 2019-08-28 2019-08-28 The monitoring method and device of policy information Pending CN110503557A (en)

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Application publication date: 20191126