CN110517150B - Method and device for generating financial market product transaction report - Google Patents

Method and device for generating financial market product transaction report Download PDF

Info

Publication number
CN110517150B
CN110517150B CN201910806030.4A CN201910806030A CN110517150B CN 110517150 B CN110517150 B CN 110517150B CN 201910806030 A CN201910806030 A CN 201910806030A CN 110517150 B CN110517150 B CN 110517150B
Authority
CN
China
Prior art keywords
information
financial market
market product
product
target user
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Active
Application number
CN201910806030.4A
Other languages
Chinese (zh)
Other versions
CN110517150A (en
Inventor
金业
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Bank of China Ltd
Original Assignee
Bank of China Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Bank of China Ltd filed Critical Bank of China Ltd
Priority to CN201910806030.4A priority Critical patent/CN110517150B/en
Publication of CN110517150A publication Critical patent/CN110517150A/en
Application granted granted Critical
Publication of CN110517150B publication Critical patent/CN110517150B/en
Active legal-status Critical Current
Anticipated expiration legal-status Critical

Links

Images

Classifications

    • 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

Abstract

The invention discloses a method and a device for generating a financial market product transaction report, wherein the method comprises the following steps: obtaining transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by a target user in a preset period and income information of each financial market product in the preset period; according to the product information of each financial market product, acquiring information related to each financial market product in a preset period, wherein the information comprises: regular events, random events; and generating a financial market product transaction report of the target user in the preset period according to the product information and the income information of each financial market product invested by the target user in the preset period and the information related to each financial market product. The invention can improve the user viscosity of the financial market product trading platform.

Description

Method and device for generating financial market product transaction report
Technical Field
The invention relates to the technical field of data processing, in particular to a method and a device for generating a financial market product transaction report.
Background
With the continuous development of economy and the progress of science and technology, more and more users put personal assets into financial market products, and a financial market product trading platform also develops.
The existing financial market product trading platform only supports users to trade financial market products and feeds the trading data back to the users, lacks of trading data aiming at the users, combines various financial information to scientifically count and analyze the financial market products invested by the users, and causes poor user viscosity of the financial market product trading platform and serious potential user loss.
In view of the above problems, no effective solution has been proposed at present.
Disclosure of Invention
The embodiment of the invention provides a method for generating a financial market product transaction report, which is used for solving the technical problem that the existing financial market product transaction platform lacks statistics and analysis on financial market products invested by users, so that the user viscosity of the financial market product transaction platform is poor, and comprises the following steps:
obtaining transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by a target user in a preset period and income information of each financial market product in the preset period;
according to the product information of each financial market product, acquiring information related to each financial market product in a preset period, wherein the information comprises: regular events, random events;
and generating a financial market product transaction report of the target user in the preset period according to the product information and the income information of each financial market product invested by the target user in the preset period and the information related to each financial market product.
The embodiment of the invention provides a device for generating a financial market product transaction report, which is used for solving the technical problem that the existing financial market product transaction platform lacks statistics and analysis on financial market products invested by users, so that the viscosity of the users of the financial market product transaction platform is poor, and comprises the following steps:
the transaction data acquisition module is used for acquiring transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by a target user in a preset period and income information of each financial market product in the preset period;
the information acquisition module is used for acquiring information related to each financial market product in a preset period according to the product information of each financial market product, wherein the information comprises: regular events, random events;
and the financial market product transaction report generation module is used for generating a financial market product transaction report of the target user in a preset period according to the product information, the income information and the information related to each financial market product of the target user invested in the preset period.
The embodiment of the invention also provides computer equipment, which comprises a memory, a processor and a computer program stored on the memory and capable of running on the processor, wherein the processor realizes the generation method of the financial market product transaction report when executing the computer program.
The embodiment of the invention also provides a computer readable storage medium which stores a computer program for executing the generation method of the financial market product transaction report.
The embodiment of the invention is as follows: acquiring transaction data of a target user in a preset period; acquiring information associated with each financial market product in a preset period according to the product information of each financial market product; and generating a financial market product transaction report of the target user in the preset period according to the transaction data of the target user invested in the preset period and the information related to each financial market product. The report includes: the report is convenient to spread, so that the user can know the income situation and income-related financial information in time, follow-up investment advice is provided for the user, follow-up income fluctuation is predicted for the user, user experience and user viscosity are improved, potential users are attracted, and the financial market product trading platform technical barrier is increased.
Drawings
In order to more clearly illustrate the embodiments of the invention or the technical solutions in the prior art, the drawings that are required in the embodiments or the description of the prior art will be briefly described, it being obvious that the drawings in the following description are only some embodiments of the invention, and that other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a schematic diagram of a flow of a method for generating a financial market product transaction report in an embodiment of the invention;
FIG. 2 is a schematic diagram of a first cover page of a financial market product transaction report in accordance with an embodiment of the present invention;
FIG. 3 is a schematic diagram of a second market review page of a financial market product transaction report in accordance with an embodiment of the present invention;
FIG. 4 is a schematic illustration of a third investment performance page of a financial market product transaction report in accordance with an embodiment of the present invention;
FIG. 5 is a schematic diagram of a fourth product recommendation page of a financial market product transaction report according to an embodiment of the present invention;
FIG. 6 is a schematic diagram of a fifth page of a weekly look-aside page of a financial market product transaction report in accordance with an embodiment of the present invention;
fig. 7 is a schematic diagram of a device for generating a financial market product transaction report according to an embodiment of the invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
In order to solve the technical problem that the existing financial market product trading platform lacks statistics and analysis of financial market products for user investment, so that the user viscosity of the financial market product trading platform is poor, the embodiment of the invention provides a method for generating a financial market product trading report, as shown in fig. 1, which comprises the following steps:
step 101: obtaining transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by a target user in a preset period and income information of each financial market product in the preset period;
in the implementation, the personal customer sales system and the customer relationship recommendation system of the bank are used for acquiring transaction data of the target user in a preset period, wherein the transaction data comprise types of financial market products purchased by the target user in the preset period and scatter diagrams of the financial market products with time change of income values in the preset period. The preset period can be week, month or year, and the embodiment of the invention takes week as the preset period, obtains the transaction data and the related financial information of the target users from monday to sunday on sunday to generate a financial market product transaction report, and pushes the financial market product transaction report to the target users through the Wednesday public signals before the next monday.
Step 102: according to the product information of each financial market product, acquiring information related to each financial market product in a preset period, wherein the information comprises: regular events, random events.
In specific implementation, the personal client sales system and the client relationship recommendation system of the bank are in communication connection with a plurality of information ports, so that information in a week can be directly obtained, and the periodic event can be a financial calendar, wherein the financial calendar comprises financial indexes of a plurality of countries, for example: the financial indexes of foreign exchange reserves, imports, exports and the like in a plurality of countries have fixed index periods, the index values change along with the index periods, and the index value of the next period can be predicted through the index value of the previous period. The random event may be a financial event, such as: significant international financial events, exchange rate changes in various countries, bank interest rate changes in various banks, etc., which occur randomly and are difficult to predict. The information often has a certain influence on the benefits of the user, and analysis of the influence of the information on the benefits of the user is beneficial to the user to better know and control the benefits of the user. According to the product type of the financial market product of the target user, information related to the financial market product of the target user in a week is acquired through data mining, for example, if the target user trades gold, financial calendars and financial events of all relevant noble metals in the week are counted.
Step 103: and generating a financial market product transaction report of the target user in the preset period according to the product information and the income information of each financial market product invested by the target user in the preset period and the information related to each financial market product.
In an embodiment, as shown in FIG. 2, a first cover page of a financial market product transaction newspaper includes: the title of the week report, the date of the week report, and a sentence generated from the sample article, before step 103, a sentence is generated from the sample article according to the following steps, including: acquiring a sample article, wherein the sample article comprises a plurality of sentences; determining label information of the target user according to the income information of each financial market product invested by the target user in a preset period; and acquiring a sentence associated with the tag information of the target user in the sample article according to the tag information of the target user, and taking the sentence as text content recommended to the target user in the financial market product transaction report.
In particular, the sample article may be a classical article or a scenario, where the sample article includes a plurality of sentences. According to the income information of each financial market product invested by a target user in a preset period, the label information of the user is determined by combining personal information such as the name, sex, age, personal asset, risk preference and the like of the user, a sentence of text associated with the label information of the user is acquired in a sample article through an artificial intelligence algorithm, and the sentence of text is reflected on the cover of a financial market product transaction report.
In an embodiment, as shown in fig. 3, the second market review page of the financial market product trade report includes: primary market one week reviews and significant market event impact.
In the specific implementation, the main market weekly review is to screen the basic income information of the major assets related to the financial market product types of the target user in the basic income information of all the major assets in the world according to the product types of all the financial market products invested by the target user in a week, and reflect the basic income information in the weekly report through the histogram, wherein the abscissa of the histogram is the basic income of the major assets, and the ordinate is the major asset types, so that the user can know the overall performance of the financial products purchased by the user in the financial market.
In practice, the important market event impact refers to information that has a greater impact on the value of the fluctuation of the target user's revenue within a week.
In an embodiment, prior to step 103, the important market event impact is obtained as follows, including:
the first step: acquiring the occurrence time of each piece of information in the information;
and a second step of: calculating the fluctuation value of the income of each financial market product before and after each piece of information occurs according to the occurrence time of each piece of information;
and a third step of: according to the fluctuation value of the income of each financial market product before and after each piece of information, sequencing the fluctuation value of the income of each financial market product before and after each piece of information;
fourth step: and screening the fluctuation value of the profits of the predetermined number of financial market products and the information corresponding to the fluctuation value of each profit according to the sorting result, and taking the information as information recommended to a target user in a financial market product transaction report.
In the implementation, in the first step, information associated with each financial market product of the target user in a week has been acquired in step 102, the time stamp of the occurrence of the information is t1, t1 may be 2 seconds or 3 seconds before t, the time stamp of the occurrence of the information is t2, t2 may be determined according to the heat index of the information, firstly, according to factors such as importance degree and influence range of all the information, the all information is counted to be within a heat index interval of 1 to 100, then the all information heat index interval is mapped to an observation time of 0 to 10 seconds, finally, the observation time of the target information is determined according to the heat index of the target information, and the observation time is added on the basis of t to obtain t2. In the second step, t1 and t2 are respectively dropped on a time axis of a scatter diagram of the gain of each financial market product of the user along with the time change, gain P11, P12, … and P1n of each financial market product corresponding to t1 are obtained, n is the number of the financial market products, P1n is the gain of the nth financial market product corresponding to t1, gain P21, P22, … and P2n of each financial market product corresponding to t2 are obtained, gain P2n is the gain of the nth financial market product corresponding to t2, the gain P21 is subtracted by P11 to obtain the fluctuation value of the gain of the product of any financial market, and the fluctuation value of the gain of all the financial market products of the target user is calculated by the same. And thirdly, sorting the fluctuation value of the profits of all the financial market products of the target users from large to small. And step four, screening and displaying the fluctuation value of the profits of the financial market products before the sorting and the information corresponding to the fluctuation value of each profits according to the sorting result. Of the values +2%/-3% in fig. 3, +2% represents the user's profit situation, -3% represents the reference profit situation, the text is displayed in red if the user's profit runs on the reference profit, and the text is displayed in green if the user's profit runs off the reference profit.
In an embodiment, as shown in fig. 4, the third investment performance page of the financial market product trade week report includes: the level of the target user, the duty ratio of the target user's financial market products in their personal assets, the out-of-warehouse condition of the target user's purchased financial market products (if a deposit is involved, the deposit occupancy condition is prompted), the revenue graph of the target user, the percentage of damage and benefit of the target user, etc.
In an embodiment, before step 103, determining the level of the target user includes: transaction data of all users in a preset period are obtained; and determining the grade of the target user according to the transaction data of all the users in the preset period.
In the implementation, a set of transaction grades from bronze to prince can be established according to the transaction data of all users in a week, and the transaction data of all users in a week are comprehensively evaluated from the dimensions of transaction quantity, transaction contribution degree, transaction score and the like of all users, so that all users are graded, and the grade of a target user is determined. In addition, promotional rewards may be provided to increase the interest in the targeted user investment transaction.
In an embodiment, as shown in fig. 5, a fourth investment performance page of the financial market product trade week report includes: financial market product recommendation introduction.
In an embodiment, before step 103, acquiring a recommended financial market product according to the following steps, and acquiring information related to a first financial market product according to product information of the first financial market product invested by a target user; and acquiring the product information of the second financial market product associated with the information according to the information associated with the first financial market product and the product information of other financial market products except the first financial market product, and taking the product information as the product information recommended to the target user in the financial market product transaction report.
In the implementation, according to the product information of the financial market products invested by the target user, information related to the financial market products in a week is acquired, and other financial market products related to the information or newly marketed financial market products are recommended to the target user by combining the historical transaction data, risk preference and other information of the target user, wherein the recommended content of the products is automatically realized or manually supplemented through an algorithm, and clicking on the financial market products can jump to a corresponding transaction interface.
In an embodiment, as shown in fig. 6, the fifth page lower week view page of the financial market product trade week report includes: financial index names, pre-index values, expected index values corresponding to the target periodic events, predicted fluctuation values, trader comments, two-dimensional codes and the like of the target periodic events caused by the benefits of the target periodic events to the target users in the next week.
In an embodiment, prior to step 103, a predicted fluctuation value of the revenue of the target user by the target periodic event in the next week is determined according to the following steps:
a first step of; acquiring the occurrence period of a periodic event;
and a second step of: determining a target periodic event which occurs in the next preset period of the current preset period according to the occurrence period of the periodic event;
and a third step of: obtaining the income information of each financial market product of a target user in a history preset period, and calculating the historical fluctuation value of the income of each financial product before and after the occurrence of a target periodic event in the history preset period according to the income information of each financial market product of the target user in the history preset period;
fourth step: and determining the predicted fluctuation value of the income of each financial product in the next preset period of the current preset period according to the historical fluctuation value of the income of each financial product, and taking the predicted fluctuation value as the predicted information recommended to the target user in the financial market product trading report.
In the first step, the periodic event may be a financial calendar, where the indicators of the financial calendar have a fixed indicator period, and the periods of different indicators vary from one day to multiple days. In the second step, according to the occurrence period of the periodic event, it may be determined that the target periodic event is about to occur in the next week. In the third step, obtaining the income information of each financial market product of the target user in 6 months of history, and respectively calculating the historical fluctuation value of each target periodic event in 6 months of history on each financial market product income of the target user according to the income information and the target periodic event about to occur in the next week, wherein the calculation method of the historical fluctuation value of the income is the same as the calculation method of the fluctuation value of the income, and is not repeated here. In the fourth step, the historical fluctuation value of each financial product income caused by each target periodic event in 6 months of history is taken as an absolute average value, all the absolute average values are ordered from big to small, the target periodic events corresponding to the 3 first in the absolute average value ranking are screened and displayed, the historical fluctuation value of each financial market product income caused by the target periodic event corresponding to the 3 first in the absolute average value ranking is taken as the predicted fluctuation value of each financial product income before and after the occurrence of the target periodic event in the next week.
In an embodiment, as shown in fig. 6, the financial market product transaction report includes: and the two-dimension code is used for sharing the financial market product transaction report.
In the implementation, the target user can view and share the financial market product transaction report of the week through scanning the two-dimension code, and can subscribe the corresponding public number through scanning the two-dimension code.
Based on the same inventive concept, the embodiment of the invention also provides a device for generating the financial market product transaction report, as the following embodiment. Because the principle of the generation device for the financial market product transaction report for solving the problem is similar to that of the generation method for the financial market product transaction report, the implementation of the device can refer to the implementation of the method, and the repetition is omitted. As used below, the term "unit" or "module" may be a combination of software and/or hardware that implements the intended function. While the means described in the following embodiments are preferably implemented in software, implementation in hardware, or a combination of software and hardware, is also possible and contemplated.
As shown in fig. 7, an embodiment of the present invention provides a device for generating a financial market product transaction report, including:
transaction data acquisition module 01: the method is used for acquiring transaction data of the target user in a preset period, wherein the transaction data at least comprises the following steps: product information of at least one financial market product invested by a target user in a preset period and income information of each financial market product in the preset period;
information acquisition module 02: the method is used for acquiring information associated with each financial market product in a preset period according to the product information of each financial market product, wherein the information comprises: regular events, random events;
financial market product transaction report generation module 03: and the financial market product transaction report of the target user in the preset period is generated according to the product information, the income information and the information related to each financial market product of the target user invested in the preset period.
In an embodiment, the financial market product transaction report generating module 03 is further configured to: acquiring a sample article, wherein the sample article comprises a plurality of sentences; determining label information of the target user according to the income information of each financial market product invested by the target user in a preset period; and acquiring a sentence associated with the tag information of the target user in the sample article according to the tag information of the target user, and taking the sentence as text content recommended to the target user in the financial market product transaction report.
In an embodiment, the financial market product transaction report generating module 03 is further configured to: acquiring the occurrence time of each piece of information in the information; calculating the fluctuation value of the income of each financial market product before and after each piece of information occurs according to the occurrence time of each piece of information; according to the fluctuation value of the income of each financial market product before and after each piece of information, sequencing the fluctuation value of the income of each financial market product before and after each piece of information; and screening the fluctuation value of the profits of the predetermined number of financial market products and the information corresponding to the fluctuation value of each profit according to the sorting result, and taking the information as information recommended to a target user in a financial market product transaction report.
In an embodiment, the financial market product transaction report generating module 03 is further configured to: transaction data of all users in a preset period are obtained; and determining the grade of the target user according to the transaction data of all the users in the preset period.
In an embodiment, the financial market product transaction report generating module 03 is further configured to: acquiring information related to a first financial market product according to product information of the first financial market product invested by a target user; and acquiring the product information of the second financial market product associated with the information according to the information associated with the first financial market product and the product information of other financial market products except the first financial market product, and taking the product information as the product information recommended to the target user in the financial market product transaction report.
In an embodiment, the financial market product transaction report generating module 03 is further configured to: acquiring the occurrence period of a periodic event; determining a target periodic event which occurs in the next preset period of the current preset period according to the occurrence period of the periodic event; obtaining the income information of each financial market product of a target user in a history preset period, and calculating the historical fluctuation value of the income of each financial product before and after the occurrence of a target periodic event in the history preset period according to the income information of each financial market product of the target user in the history preset period; and determining the predicted fluctuation value of the income of each financial product in the next preset period of the current preset period according to the historical fluctuation value of the income of each financial product, and taking the predicted fluctuation value as the predicted information recommended to the target user in the financial market product trading report.
In an embodiment, the generating device of the financial market product transaction report further includes: and the two-dimension code is used for sharing the financial market product transaction report.
In summary, the embodiment of the invention is as follows: acquiring transaction data of a target user in a preset period; acquiring information associated with each financial market product in a preset period according to the product information of each financial market product; and generating a financial market product transaction report of the target user in the preset period according to the transaction data of the target user invested in the preset period and the information related to each financial market product. The report includes: the report is convenient to spread, so that the user can know the income situation and income-related financial information in time, follow-up investment advice is provided for the user, follow-up income fluctuation is predicted for the user, user experience and user viscosity are improved, potential users are attracted, and the financial market product trading platform technical barrier is increased.
It will be appreciated by those skilled in the art that embodiments of the present invention may be provided as a method, system, or computer program product. Accordingly, the present invention may take the form of an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects. Furthermore, the present invention may take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, and the like) having computer-usable program code embodied therein.
The present invention is described with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems) and computer program products according to embodiments of the invention. It will be understood that each flow and/or block of the flowchart illustrations and/or block diagrams, and combinations of flows and/or blocks in the flowchart illustrations and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create means for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including instruction means which implement the function specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be loaded onto a computer or other programmable data processing apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
The above is only a preferred embodiment of the present invention, and is not intended to limit the present invention, but various modifications and variations can be made to the embodiment of the present invention by those skilled in the art. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present invention should be included in the protection scope of the present invention.

Claims (8)

1. A method of generating a financial market product transaction report, comprising:
obtaining transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by the target user in the preset period and income information of each financial market product in the preset period;
according to the product information of each financial market product, acquiring information associated with each financial market product in the preset period, wherein the information comprises: regular events, random events;
generating a financial market product transaction report of the target user in the preset period according to product information, income information and information related to each financial market product invested by the target user in the preset period;
the financial market product transaction report comprises the following steps: text content recommended to the target user, comprising:
acquiring a sample article, wherein the sample article comprises a plurality of sentences;
determining label information of the target user according to the income information of each financial market product invested by the target user in the preset period and the personal information of the target user, wherein the personal information of the target user comprises the following steps: name information, gender information, age information, personal asset information, risk preference information of the user;
acquiring a sentence associated with the tag information of the target user in the sample article according to the tag information of the target user, and taking the sentence as text content recommended to the target user in the financial market product transaction report;
the financial market product transaction report further comprises: information recommended to the target user, including:
acquiring the occurrence time of each piece of information in the information; calculating the fluctuation value of the income of each financial market product before and after each piece of information occurs according to the occurrence time of each piece of information; according to the fluctuation value of the income of each financial market product before and after each piece of information, sequencing the fluctuation value of the income of each financial market product before and after each piece of information; screening information corresponding to fluctuation values of profits of a predetermined number of financial market products and fluctuation values of the profits according to the sorting result, and taking the information as information recommended to the target user in the financial market product transaction report, wherein the time stamp of information generation is t, the time stamp of information before information generation is t1, the time stamp of information after information generation is t2, t2 is determined according to the heat index of the information, firstly, according to importance degree and influence range factors of all the information, counting all the information to a heat index interval of 1 to 100, then mapping all the information heat index interval to an observation time of 0 to 10 seconds, finally determining the observation time of the target information according to the heat index of the target information, and adding the observation time to obtain t2 on the basis of t; in the second step, t1 and t2 are respectively dropped on a time axis of a scatter diagram of the gain of each financial market product of the user along with the time change, gain P11, P12, … and P1n of each financial market product corresponding to t1 are obtained, n is the number of the financial market products, P1n is the gain of the nth financial market product corresponding to t1, gain P21, P22, … and P2n of each financial market product corresponding to t2 are obtained, gain P2n is the gain of the nth financial market product corresponding to t2, the gain P21 is subtracted by P11 to obtain the fluctuation value of the gain of the product of any financial market, and the fluctuation value of the gain of all the financial market products of the target user is calculated by the same way; sorting the fluctuation values of the profits of all financial market products of the target users from large to small; and screening and displaying the fluctuation value of the profits of the financial market products before sorting and the information corresponding to the fluctuation value of each profits according to the sorting result.
2. The method of claim 1, wherein the financial market product transaction report further comprises: the grade information of the target user, the method comprises the following steps:
acquiring transaction data of all users in the preset period;
and determining the grade information of the target user according to the transaction data of all users in the preset period.
3. The method of claim 1, wherein the financial market product transaction report further comprises: product information recommended to the target user, the method comprising:
acquiring information related to a first financial market product according to product information of the first financial market product invested by the target user;
and acquiring the product information of the second financial market product associated with the information according to the information associated with the first financial market product and the product information of other financial market products except the first financial market product, and taking the product information as the product information recommended to the target user in the financial market product transaction report.
4. The method of claim 1, wherein the financial market product transaction report further comprises: prediction information recommended to the target user, the method comprising:
acquiring the occurrence period of the periodic event;
determining a target periodic event which occurs in a next preset period of the current preset period according to the occurrence period of the periodic event;
obtaining the income information of each financial market product of a target user in a history preset period, and calculating the historical fluctuation value of the income of each financial product before and after the occurrence of the target periodic event in the history preset period according to the income information of each financial market product of the target user in the history preset period;
and determining the predicted fluctuation value of the income of each financial product in the next preset period of the current preset period according to the historical fluctuation value of the income of each financial product, and taking the predicted fluctuation value as the predicted information recommended to the target user in the financial market product transaction report.
5. The method of claim 1, wherein the financial market product transaction report further comprises: the two-dimensional code is used for sharing the financial market product transaction report.
6. A financial market product transaction report generating device, comprising:
the transaction data acquisition module is used for acquiring transaction data of a target user in a preset period, wherein the transaction data at least comprises: product information of at least one financial market product invested by the target user in the preset period and income information of each financial market product in the preset period;
the information acquisition module is used for acquiring information related to each financial market product in the preset period according to the product information of each financial market product, wherein the information comprises: regular events, random events;
a financial market product transaction report generating module, configured to generate a financial market product transaction report of the target user in the preset period according to product information, income information and information associated with each financial market product of each financial market product invested by the target user in the preset period;
the financial market product transaction report comprises the following steps: text content recommended to the target user, comprising:
acquiring a sample article, wherein the sample article comprises a plurality of sentences;
determining label information of the target user according to the income information of each financial market product invested by the target user in the preset period;
acquiring a sentence associated with the tag information of the target user in the sample article according to the tag information of the target user, and taking the sentence as text content recommended to the target user in the financial market product transaction report;
the financial market product transaction report further comprises: information recommended to the target user, including: acquiring the occurrence time of each piece of information in the information; calculating the fluctuation value of the income of each financial market product before and after each piece of information occurs according to the occurrence time of each piece of information; according to the fluctuation value of the income of each financial market product before and after each piece of information, sequencing the fluctuation value of the income of each financial market product before and after each piece of information; screening information corresponding to fluctuation values of profits of a predetermined number of financial market products and fluctuation values of the profits according to the sorting result, and taking the information as information recommended to the target user in the financial market product transaction report, wherein the time stamp of information generation is t, the time stamp of information before information generation is t1, the time stamp of information after information generation is t2, t2 is determined according to the heat index of the information, firstly, according to importance degree and influence range factors of all the information, counting all the information to a heat index interval of 1 to 100, then mapping all the information heat index interval to an observation time of 0 to 10 seconds, finally determining the observation time of the target information according to the heat index of the target information, and adding the observation time to obtain t2 on the basis of t; in the second step, t1 and t2 are respectively dropped on a time axis of a scatter diagram of the gain of each financial market product of the user along with the time change, gain P11, P12, … and P1n of each financial market product corresponding to t1 are obtained, n is the number of the financial market products, P1n is the gain of the nth financial market product corresponding to t1, gain P21, P22, … and P2n of each financial market product corresponding to t2 are obtained, gain P2n is the gain of the nth financial market product corresponding to t2, the gain P21 is subtracted by P11 to obtain the fluctuation value of the gain of the product of any financial market, and the fluctuation value of the gain of all the financial market products of the target user is calculated by the same way; sorting the fluctuation values of the profits of all financial market products of the target users from large to small; and screening and displaying the fluctuation value of the profits of the financial market products before sorting and the information corresponding to the fluctuation value of each profits according to the sorting result.
7. A computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the processor implements the method of any of claims 1 to 5 when executing the computer program.
8. A computer readable storage medium, characterized in that the computer readable storage medium stores a computer program for executing the method of any one of claims 1 to 5.
CN201910806030.4A 2019-08-29 2019-08-29 Method and device for generating financial market product transaction report Active CN110517150B (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
CN201910806030.4A CN110517150B (en) 2019-08-29 2019-08-29 Method and device for generating financial market product transaction report

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
CN201910806030.4A CN110517150B (en) 2019-08-29 2019-08-29 Method and device for generating financial market product transaction report

Publications (2)

Publication Number Publication Date
CN110517150A CN110517150A (en) 2019-11-29
CN110517150B true CN110517150B (en) 2023-05-12

Family

ID=68627955

Family Applications (1)

Application Number Title Priority Date Filing Date
CN201910806030.4A Active CN110517150B (en) 2019-08-29 2019-08-29 Method and device for generating financial market product transaction report

Country Status (1)

Country Link
CN (1) CN110517150B (en)

Families Citing this family (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN110929198B (en) * 2019-12-05 2023-04-28 中国银行股份有限公司 Hot event display method and device
CN112132689A (en) * 2020-08-12 2020-12-25 泰康保险集团股份有限公司 Recommendation method and device based on time sequence factor event
CN112132690B (en) * 2020-09-29 2023-10-27 中国银行股份有限公司 Method and device for pushing foreign exchange product information, computer equipment and storage medium
CN115545805B (en) * 2022-11-29 2023-04-07 中信建投证券股份有限公司 Service scaling method and device, electronic equipment and storage medium
CN116630050B (en) * 2023-06-16 2024-02-02 深圳市弘裕金联科技有限公司 Online gold transaction method, system, device and storage medium

Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN102937960A (en) * 2012-09-06 2013-02-20 北京邮电大学 Device and method for identifying and evaluating emergency hot topic

Family Cites Families (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN101334880A (en) * 2007-06-28 2008-12-31 神乎科技股份有限公司 Securities information service system and method
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
CN102567915A (en) * 2010-12-09 2012-07-11 三竹资讯股份有限公司 Device and method for informing new offer view information of financial tape-reading software of mobile device
US11257161B2 (en) * 2011-11-30 2022-02-22 Refinitiv Us Organization Llc Methods and systems for predicting market behavior based on news and sentiment analysis
CN106504098A (en) * 2016-12-07 2017-03-15 柳文龙 A kind of capitalized method of the financial investment system based on big data technology
CN109493233A (en) * 2018-09-25 2019-03-19 中国平安人寿保险股份有限公司 Financial Information methods of exhibiting, device, medium and equipment based on data analysis

Patent Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN102937960A (en) * 2012-09-06 2013-02-20 北京邮电大学 Device and method for identifying and evaluating emergency hot topic

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
基于BBS的热点问题发现;梅泽勇等;《情报探索》;20110331(第03期);全文 *

Also Published As

Publication number Publication date
CN110517150A (en) 2019-11-29

Similar Documents

Publication Publication Date Title
CN110517150B (en) Method and device for generating financial market product transaction report
Fernández-Rodríguez et al. Business and institutional determinants of Effective Tax Rate in emerging economies
Ulrich et al. Reconciling single-species TACs in the North Sea demersal fisheries using the Fcube mixed-fisheries advice framework
US7945496B2 (en) Reference price framework
CN109784779B (en) Financial risk prediction method, device and storage medium
US20220027993A1 (en) System and method for facilitating social trading
US20130290158A1 (en) Methods of making and executing investment transaction decisions
Suhonen et al. Quantifying backtest overfitting in alternative beta strategies
Ben-Rephael et al. It depends on where you search: A comparison of institutional and retail attention
Calì et al. Trade and civil conflict: Revisiting the cross‐country evidence
Moss How Do Brokerages' Digital Engagement Practices Affect Retail Investor Information Processing and Trading?
CN106339892A (en) Real-time monitoring and accurate evaluation method and system based on large data
US20170345096A1 (en) Method and system for providing a dashboard for determining resource allocation for marketing
US7783547B1 (en) System and method for determining hedge strategy stock market forecasts
Cooper et al. An agent-based model of the South African offshore hake trawl industry: part I model description and validation
Marchal et al. Evaluating deepwater fisheries management strategies using a mixed-fisheries and spatially explicit modelling framework
CN115689713A (en) Abnormal risk data processing method and device, computer equipment and storage medium
CN112308639B (en) Aging prediction method and device for target event
Lo On the limit order behaviour of retail and non-retail investors
Hargreaves-Allen Economic values, distributional impacts and conservation outcomes for coral reef marine protected areas
JP2019117443A (en) Closed business forecasting system
Pomponio et al. Trade-throughs: Empirical facts and application to lead-lag measures
US20160379304A1 (en) Asset Selection and Monitoring Tool
De Baets et al. Incorporating external factors into time series forecasts
Amin et al. Measuring Value at Risk for Kijang Emas Investment Using Historical Simulation Approach

Legal Events

Date Code Title Description
PB01 Publication
PB01 Publication
SE01 Entry into force of request for substantive examination
SE01 Entry into force of request for substantive examination
GR01 Patent grant
GR01 Patent grant