CN116257224A - Building block type and visual personalized investment method creation and operation system - Google Patents
Building block type and visual personalized investment method creation and operation system Download PDFInfo
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- CN116257224A CN116257224A CN202211556457.1A CN202211556457A CN116257224A CN 116257224 A CN116257224 A CN 116257224A CN 202211556457 A CN202211556457 A CN 202211556457A CN 116257224 A CN116257224 A CN 116257224A
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Abstract
The invention belongs to the technical field of information technology and financial engineering, and provides a building block type and visual personalized investment method creation and operation system, which comprises an investment method, wherein the investment method comprises a frame type investment method and a single type investment method, and the investment method also comprises target configuration, fund configuration, buying and selling; the invention classifies investment methods to form a visual building block assembly interactive interface, so that a user can create the investment methods by clicking and dragging fine granularity assemblies on the interface, forms an investment method group based on a frame type investment method, embeds a plurality of single type investment methods, adapts to multiple types of investment target investment method groups, meets the requirements of investors with different maturity on multi-level creation investment methods, provides investment method hosting operation service, imports market data operation investment methods, and immediately pushes operation results to the user, thereby greatly reducing the difficulty and cost of investors in creating, testing and practicing the investment methods.
Description
Technical Field
The invention belongs to the technical fields of information technology and financial engineering, in particular to a building block type and visual personalized investment method creation and operation system which is used for solving the problems of high technical threshold and long time spent when investors create, test and practice the investment method.
Background
The code-free programming technology refers to some building block type visual programming tools, such as scratch and similar programming tools and websites, so that a user can build and develop a program through visual building block components under the condition of not learning a programming language; the visual investment method creation tool can enable a user to select and input through a visual interface, create an investment method and host operation; the quantized investment programming platform can enable a user to create a quantized investment method through python and java programming and can host operation.
At present, a plurality of classical investment methods such as a strand and debt rebalancing method, an exponential investment method and the like exist, and investors often learn the investment methods by reading books, watching videos and the like; there are also tools products that support the implementation of investment methods by programming to assist investors in developing their own investment methods.
However, the above investment method has the following problems:
1. the classical investment method has the difficulty in performing the historical data test experiment, needs to be programmed to develop a test experiment program, has a higher threshold, and is difficult for common investors to do;
2. the investment method is subjected to personalized adjustment and programming, so that great effort is required;
3. when investors develop to use multiple investment methods, it is difficult to coordinate the asset allocation and balance among the multiple methods. Thus, there are fewer investors currently able to generate and practice their own investment methods.
Disclosure of Invention
In order to solve the technical problems, the invention provides a building block and visual personalized investment method creation and operation system, which aims to solve the problems of high technical threshold, long time and the like faced by investors in creating, testing and practicing investment methods in the prior art.
A building block type and visual personalized investment method creation and operation system comprises investment methods, wherein the investment methods can be divided into frame type investment methods and single type investment methods according to the types of investment targets related to the investment methods; the investment method is abstracted and can be divided into four parts of target selection, fund allocation, buying and selling, and the investment method is connected with a building block assembly.
Preferably, for each part of the investment method, a visual building block assembly is designed, which can be divided into a method template assembly and a fine granularity assembly, a single category investment method and a framework type investment method are created by clicking and dragging the building block assembly, and the single category investment method can be nested in the framework type investment method to form an investment method group.
Preferably, the method template component includes a frame-type method template component and a single-type method template component.
Preferably, the fine granularity component includes a data component, an arithmetic component, an operation component, and an output component.
Preferably, the building block assembly is connected with a single category investment method and a framework type investment method, and the single category investment method is nested inside the framework type investment method.
Preferably, the building block assembly is connected with code segments, each visualized building block assembly corresponds to different code segments, the investment method is respectively connected with historical quotation data and historical expression tests, the historical expression tests are connected with hosting operation, the hosting operation is connected with a user terminal, the investment method created by the building block assembly is utilized, the code segments corresponding to the building block assemblies forming the method are assembled into complete investment method operation codes, after the historical quotation data are imported, the investment method codes can be operated to perform the historical expression tests, further the historical expression tests can be hosted for operation, and the operation results are immediately pushed to the user terminal after coming out.
Compared with the prior art, the invention has the following beneficial effects:
1. the invention classifies investment methods to form a visual building block component interactive interface, so that a user can create the investment methods by clicking and dragging fine granularity components on the interface, and can also click and drag frame type method templates and single type investment method templates to be mutually nested, so that a frame type investment method is used as a base, a plurality of single type investment methods are embedded, multiple types of investment target investment method groups are adapted, the requirements of multi-level creation investment methods of investors with different maturity are met, an investment method hosting operation service is provided, market data operation investment methods are imported, and operation results are immediately pushed to the user, thereby greatly reducing the difficulty and cost of investors in creating, testing and practicing the investment methods.
Drawings
FIG. 1 is a block diagram of an investment method of the present invention;
FIG. 2 is a block diagram of a toy building set of the present invention;
FIG. 3 is a block diagram of an investment method set of the present invention;
figure 4 is a flow chart of the investment method of the present invention.
Detailed Description
Embodiments of the present invention are described in further detail below with reference to the accompanying drawings and examples. The following examples are illustrative of the invention but are not intended to limit the scope of the invention.
As shown in fig. 1 to 4:
the invention provides a building block type and visual personalized investment method generating and operating system, which comprises an investment method, wherein the investment method comprises a frame type investment method and a single type investment method, the investment method further comprises target configuration, fund configuration, buying and selling, the investment method is connected with building block components, the building block components comprise a method template component and a fine grain component, the method template component comprises a frame type method template component and a single type method template component, the fine grain component comprises a data component, an operation component and an output component, the building block component is connected with the single type investment method and the frame type investment method, and the single type investment method is nested inside the frame type investment method;
the building block assembly is connected with code fragments, the investment method is respectively connected with historical market data and historical performance tests, the historical performance tests are connected with hosting operation, and the hosting operation is connected with a user terminal.
The investment methods are classified into a framework type investment method and a single type investment method, the investment methods are reasonably abstracted to form a visual building block component interaction interface, the building block component can be divided into a classical method template and a fine-grained component, a user can create the investment method by clicking and dragging the fine-grained component on the interface, and the framework type investment method template and the single type investment method template can be mutually nested to form a multi-level creation investment method group based on the framework type investment method and embedded with a plurality of single type investment methods, thereby meeting the requirements of investors with different maturity and providing operation service for the investment methods to host market data to operate the investment methods, and the operation results are instantly pushed to the user, so that the difficulty and cost of creating, testing and practicing the investment methods by the investors are greatly reduced.
While embodiments of the present invention have been shown and described above for purposes of illustration and description, it will be understood that the above embodiments are illustrative and not to be construed as limiting the invention, and that variations, modifications, alternatives, and variations may be made to the above embodiments by one of ordinary skill in the art within the scope of the invention.
Claims (6)
1. A modular and visual personalized investment method creation and operation system, comprising an investment method, characterized in that: the investment method comprises a framework type investment method and a single category investment method, and the investment method further comprises target configuration, fund configuration, buying and selling, wherein the investment method is connected with a building block assembly.
2. A modular and visual personalized investment method creation and operation system as defined in claim 1, wherein: the building block assembly comprises a method template assembly and a fine granularity assembly.
3. A modular and visual personalized investment method creation and operation system as defined in claim 2 wherein: the method template component includes a frame-type method template component and a single-type method template component.
4. A modular and visual personalized investment method creation and operation system as defined in claim 2 wherein: the fine granularity component comprises a data component, an operation component and an output component.
5. A modular and visual personalized investment method creation and operation system as defined in claim 1, wherein: the building block assembly is connected with the single category investment method and the framework type investment method, and the single category investment method is nested inside the framework type investment method.
6. A modular and visual personalized investment method creation and operation system as defined in claim 1, wherein: the building block assembly is connected with code fragments, the investment method is respectively connected with historical market data and historical performance tests, the historical performance tests are connected with hosting operation, and the hosting operation is connected with a user terminal.
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| CN202211556457.1A CN116257224A (en) | 2022-12-06 | 2022-12-06 | Building block type and visual personalized investment method creation and operation system |
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Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN117032665A (en) * | 2023-07-24 | 2023-11-10 | 易方达基金管理有限公司 | Visual construction method and system for investment factors |
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Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN117032665A (en) * | 2023-07-24 | 2023-11-10 | 易方达基金管理有限公司 | Visual construction method and system for investment factors |
| CN117032665B (en) * | 2023-07-24 | 2024-05-03 | 易方达基金管理有限公司 | Visual construction method and system for investment factors |
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