CN117032665A - Visual construction method and system for investment factors - Google Patents
Visual construction method and system for investment factors Download PDFInfo
- Publication number
- CN117032665A CN117032665A CN202310913599.7A CN202310913599A CN117032665A CN 117032665 A CN117032665 A CN 117032665A CN 202310913599 A CN202310913599 A CN 202310913599A CN 117032665 A CN117032665 A CN 117032665A
- Authority
- CN
- China
- Prior art keywords
- component
- factor
- interface
- investment
- function
- 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.)
- Granted
Links
- 238000010276 construction Methods 0.000 title claims abstract description 22
- 230000000007 visual effect Effects 0.000 title claims abstract description 19
- 238000009877 rendering Methods 0.000 claims abstract description 7
- 238000012360 testing method Methods 0.000 claims description 54
- 238000000034 method Methods 0.000 claims description 17
- 238000012800 visualization Methods 0.000 claims description 5
- 238000011160 research Methods 0.000 abstract description 12
- 238000010586 diagram Methods 0.000 description 5
- 230000008569 process Effects 0.000 description 4
- 230000005540 biological transmission Effects 0.000 description 2
- 238000012986 modification Methods 0.000 description 2
- 230000004048 modification Effects 0.000 description 2
- 230000000712 assembly Effects 0.000 description 1
- 238000000429 assembly Methods 0.000 description 1
- 230000009286 beneficial effect Effects 0.000 description 1
- 230000008859 change Effects 0.000 description 1
- 238000011156 evaluation Methods 0.000 description 1
- 210000001503 joint Anatomy 0.000 description 1
- 230000004044 response Effects 0.000 description 1
- 238000012795 verification Methods 0.000 description 1
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F8/00—Arrangements for software engineering
- G06F8/30—Creation or generation of source code
- G06F8/34—Graphical or visual programming
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F3/00—Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
- G06F3/01—Input arrangements or combined input and output arrangements for interaction between user and computer
- G06F3/048—Interaction techniques based on graphical user interfaces [GUI]
- G06F3/0484—Interaction techniques based on graphical user interfaces [GUI] for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06F3/0486—Drag-and-drop
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F8/00—Arrangements for software engineering
- G06F8/30—Creation or generation of source code
- G06F8/38—Creation or generation of source code for implementing user interfaces
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F8/00—Arrangements for software engineering
- G06F8/70—Software maintenance or management
- G06F8/71—Version control; Configuration management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
Abstract
The invention discloses a visual construction method and a visual construction system for investment factors, wherein a user operation interface is obtained by rendering on a display; the user can select the corresponding factor components and function components from the component selection interfaces in the user operation interface according to the service requirement and drag the corresponding factor components and function components to the component configuration interfaces in the user operation interface, then all the selected components are connected, and when the factor components are connected with the function components, the investment index parameters indicated by the factor components are associated with the function calculation formulas indicated by the corresponding function components; when the function components are connected, the function calculation formulas indicated by the function components are associated. After each component is connected, a target investment factor component for carrying out investment research is generated, namely, the target investment factor capable of applying the investment research can be constructed in a dragging mode, and the efficiency of investment factor construction and investment research is greatly improved.
Description
Technical Field
The invention relates to the field of investment research, in particular to a visual construction method and a visual construction system for investment factors.
Background
The research of investment factors is an important work in the quantitative investment field, and currently, the investment factors are generally constructed by using a programming mode, namely, each association factor is programmed and called, and then association calculation is carried out by writing different logic calculation formulas, so that evaluation and research are carried out according to calculation results, however, the programming mode is adopted to very test the programming capability of developers, the complicated logic calculation sequence is easy to cause errors, and a great amount of time and energy are consumed in the programming process, so that the efficiency of constructing and researching the investment factors is greatly influenced.
Disclosure of Invention
The invention provides a visual construction method and a visual construction system for investment factors, which can construct target investment factors required by investment research directly in a dragging mode without adopting a programming mode, thereby greatly improving the efficiency of investment factor construction and investment research.
The invention provides a visual construction method of investment factors, which comprises the following steps: executing a software application through a processor and rendering the software application on a display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
the method comprises the steps of responding to the operation that a user drags a factor component and a function component to a component configuration interface in a component selection interface, and determining the selected factor component and function component; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component; wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components; when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
Further, the composition structure of the target investment factor comprises: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
Further, the user operation interface further includes: a component storage interface;
responding to the user in the component configuration interface, executing a storage request operation, and generating a component storage interface corresponding to the target investment factor component;
and responding to the naming of the target investment factors in the component storage interface by a user, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
Further, the user operation interface further includes: a component test interface;
responding to a user on a component selection interface, selecting a corresponding component to be tested, executing the operation of a component test request, and generating a component test interface corresponding to the component to be tested;
responding to the operation of executing the component test by the user on the component test interface, and performing test calculation on the factor component to be tested to generate a corresponding investment index parameter; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
Further, the user operation interface further includes: a component editing interface;
responding to a user on a component selection interface, selecting a corresponding factor to be configured, and executing factor component editing request operation to generate a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
On the basis of the method item embodiments, the invention correspondingly provides the device item embodiments.
The invention provides a visual construction system of investment factors, which comprises the following components: an interface generation module and a component configuration module;
the interface generation module is used for executing the software application through the processor and rendering the software application on the display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
the component configuration module is used for responding to the operation that a user drags the factor components and the function components to the component configuration interface in the component selection interface, and determining the selected factor components and function components; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component;
wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components;
when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
Further, the composition structure of the target investment factor comprises: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
Further, the method further comprises the following steps: a component storage module;
the user operation interface further includes: a component storage interface;
the component storage module is used for responding to the user to execute a storage request operation in the component configuration interface and generating a component storage interface corresponding to the target investment factor component;
and the component storage module is also used for responding to the naming of the target investment factors by a user in the component storage interface, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
Further, the method further comprises the following steps: a component test module;
the user operation interface further includes: a component test interface;
the component testing module is used for responding to the fact that a user selects a corresponding component to be tested on the component selection interface, executing the operation of a component testing request and generating a component testing interface corresponding to the component to be tested;
the component testing module is further used for responding to the operation of executing component testing on the component testing interface by a user, performing testing calculation on the factor component to be tested, and generating corresponding investment index parameters; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
Further, the method further comprises the following steps: a component editing module;
the user operation interface further includes: a component editing interface;
the factor parameter configuration module is used for responding to a user to select a corresponding factor to be configured on the component selection interface, executing factor component editing request operation and generating a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
The embodiment of the invention has the following beneficial effects:
the invention provides a visual construction method and a system of investment factors, and a generated user operation interface comprises the following steps: a component selection interface and a component configuration interface; in the component selection interface, each different factor component and function component are stored, and a user can drag the corresponding factor component and function component to the component configuration interface from the component selection interface according to service requirements and then connect the factor component and the function component in a mode of connecting the factor component and the function component or connecting the function component; when the factor components are connected to the function components, the investment index parameters in the factor components are associated with the independent variables of the preset function calculation formulas in the function components, and when the connection is established between the function components, the function calculation formulas indicated by the function components are associated according to the connection direction. After all the components are connected, a new logic target investment factor can be formed, namely, the target investment factor required by the investment research can be constructed in a dragging mode, a programming mode is not needed, and the efficiency of investment factor construction and investment research is greatly improved.
Drawings
FIG. 1 is a schematic flow chart of a method for constructing a visual investment factor according to an embodiment of the present invention;
FIG. 2 is a schematic diagram of a component selection interface according to an embodiment of the invention;
FIG. 3 is a schematic diagram of a model factor assembly according to an embodiment of the present invention;
FIG. 4 is a schematic diagram of a component test interface according to an embodiment of the present invention;
FIG. 5 is a schematic diagram of a component editing interface according to an embodiment of the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made more apparent and fully hereinafter with reference to the accompanying drawings, in which some, but not all embodiments of the invention are shown. 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.
As shown in fig. 1, an embodiment provides a method for constructing a visualization of an investment factor, which includes:
step S101, executing a software application through a processor and rendering on a display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
step S102, responding to the operation that a user drags the factor components and the function components to the component configuration interface in the component selection interface, and determining the selected factor components and function components; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component; wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components; when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
For step S101, in a preferred embodiment, the software application is executed by the processor and rendered on the display to obtain a user operation interface, the user operation interface comprising: a component selection interface and a component configuration interface; in the component selection interface, displaying a component list, including: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
specifically, as shown in fig. 2, each catalog list is displayed in the component selection interface, and the name of the catalog list is a factor library, which is in butt joint with a preset factor component library; the component selection interface comprises a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas; illustratively, under the file directory named "stock day quotation index", the included factor components are: the amount of the transaction, the highest price, the lowest price, the open price and the like; stored under the catalogue of "basis functions" corpuses are function components, such as "n period% Change (a)".
Illustratively, in an alternative embodiment, the user selects the folder corresponding to the right key in the component selection interface, then selects the new factor, and a blank canvas page appears on the right page, and the blank canvas page is the component configuration interface; then, the user selects the factor component or the function component in the left component selection interface according to the service requirement and drags the component configuration interface on the right side.
For step S102, in a preferred embodiment, in response to the user dragging the factor component and the function component to the component configuration interface in the component selection interface according to the requirement, determining the selected factor component and function component; then, responding to the component connection operation of the user in the component configuration interface, and generating a target investment factor component; in the process of connecting the components, the factor component and the function component can be connected, and the function component can be connected; when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
Specifically, a user selects a factor component or a function component from a component selection interface, then drags the selected component into a component configuration interface in a dragging mode, then establishes an association relation between each component in a connecting mode, and associates investment index parameters indicated by the factor component with function calculation formulas indicated by corresponding function components when the factor component is connected with the function component; when the connection is established between the function components, the function calculation formulas indicated by the function components are associated.
In an alternative embodiment, the factor component includes: a base factor component and a model factor component; the investment index parameters indicated by the basic factor assembly are prestored investment index parameters; the model factor component is composed of at least one factor component and one function component.
In a preferred embodiment, the composition of the target investment factor comprises: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
Schematically, as shown in fig. 3, there is shown any target investment factor assembly, and the target investment factor assembly also belongs to the model factor assembly; in the target investment factor assembly in the diagram, the basic factor assembly, the model factor assembly and the function assembly are simultaneously contained, after all assemblies are connected, a tree structure is formed, each node in the tree corresponds to one assembly, the basic factor assembly, the model factor assembly and the function assembly can be used as leaf nodes in the tree, the rest of nodes containing root nodes correspond to one function node, and the function node is used as a root node, so that the investment index parameters of the target investment factor assembly are output through the root node.
In a preferred embodiment, the user operation interface further comprises: a component storage interface;
responding to the user in the component configuration interface, executing a storage request operation, and generating a component storage interface corresponding to the target investment factor component;
and responding to the naming of the target investment factors in the component storage interface by a user, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
Illustratively, in an alternative embodiment, after the user connects each component in the component configuration interface, by using a ctrl+s shortcut or closing the component configuration interface, popping up the component storage interface, inputting a factor name in the popped up component storage interface, clicking a [ save ] button, and storing the corresponding target investment factor component in a preset factor component library, so that the corresponding position of the corresponding target investment factor component on the component selection interface is displayed.
In a preferred embodiment, the user operation interface further comprises: a component test interface;
responding to a user on a component selection interface, selecting a corresponding component to be tested, executing the operation of a component test request, and generating a component test interface corresponding to the component to be tested;
responding to the operation of executing the component test by the user on the component test interface, and performing test calculation on the factor component to be tested to generate a corresponding investment index parameter; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
Schematically, the user selects the factor component to be verified in the component selection interface, and can select multiple factor components at the same time to perform batch verification, after selecting any factor component, click the right button, select [ see data ] in the pop-up dialog box, then pop-up the component test interface, and click [ execute ] after setting the corresponding parameters on the pop-up component test interface, as shown in fig. 4. If the definition of the factor component is correct, the system background can accurately analyze the corresponding factor component, namely calculate the investment index parameter of the corresponding factor component, and display the analysis result in a table below the component test interface so as to verify the accuracy of the investment index parameter; otherwise, if the factor component is defined incorrectly, the corresponding analysis result is not displayed in the table below the component test interface, and a dialog box for indicating the cause of the error is popped up.
In an alternative embodiment, when the model factor is tested and calculated, data transmission is performed based on the connection direction when each component in the model factor components is connected, when the data is transmitted to the corresponding function component, the function calculation in the corresponding function component is executed, the corresponding investment index parameter is generated through the calculation of the last function component, and the investment index parameter generated through calculation is displayed on the factor test interface; it can be understood that, data transmission is performed in a recursive manner from the leaf node to the root node, the factor component of the first-choice leaf node transmits the corresponding investment index parameter to the corresponding function component, so as to perform calculation through a function calculation formula in the function component, and if the function component is the root node, the investment index parameter corresponding to the model factor component is directly calculated and output. If the function component is not the root node, the calculation result is transmitted to the next function node.
In another alternative embodiment, a total function calculation formula is generated according to the function calculation formula corresponding to each function node in the model factor assembly, and the investment index parameters corresponding to each factor assembly are input into the total function calculation formula so as to calculate the investment index parameters corresponding to the model factor assembly through the total function calculation formula.
In a preferred embodiment, the user operation interface further comprises: a component editing interface;
responding to a user on a component selection interface, selecting a corresponding factor to be configured, and executing factor component editing request operation to generate a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
Schematically, as shown in fig. 5, under the [ -basic data ] folder in the component selection interface, a user selects a corresponding factor to be configured according to the actual condition of the factor, generates a component editing interface corresponding to the factor to be configured, edits basic information of the factor to be configured in the popped component editing interface, namely fills in the basic information of the factor to be configured in the component editing interface to define or edit; after the basic information is edited, proper parameters are selected under a factor overview frame of the component editing interface, and a [ test ] button is clicked to verify the edited basic information. If the basic information is edited without errors, the background can normally analyze the factors to be configured and display the results in a table below the page; otherwise, the result is not displayed in the table, and an error prompt dialog box is popped up; after the editing is completed and the determination is correct, the save is clicked.
In an alternative embodiment, the user can share the factor component and the function component to other users or groups in a sharing manner, and the shared user or group can see the shared component under the [ sharing factor ] folder of the component selection interface, and at the same time, the user can view the structure of the shared component or test the shared component.
Based on the method item embodiments, the invention correspondingly provides a system item embodiment.
An embodiment of the present invention provides a visual construction system for investment factors, including: an interface generation module and a component configuration module;
the interface generation module is used for executing the software application through the processor and rendering the software application on the display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
the component configuration module is used for responding to the operation that a user drags the factor components and the function components to the component configuration interface in the component selection interface, and determining the selected factor components and function components; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component;
wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components;
when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
In a preferred embodiment, the composition of the target investment factor comprises: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
In a preferred embodiment, further comprising: a component storage module;
the user operation interface further includes: a component storage interface;
the component storage module is used for responding to the user to execute a storage request operation in the component configuration interface and generating a component storage interface corresponding to the target investment factor component;
and the component storage module is also used for responding to the naming of the target investment factors by a user in the component storage interface, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
In a preferred embodiment, further comprising: a component test module;
the user operation interface further includes: a component test interface;
the component testing module is used for responding to the fact that a user selects a corresponding component to be tested on the component selection interface, executing the operation of a component testing request and generating a component testing interface corresponding to the component to be tested;
the component testing module is further used for responding to the operation of executing component testing on the component testing interface by a user, performing testing calculation on the factor component to be tested, and generating corresponding investment index parameters; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
In a preferred embodiment, further comprising: a component editing module;
the user operation interface further includes: a component editing interface;
the factor parameter configuration module is used for responding to a user to select a corresponding factor to be configured on the component selection interface, executing factor component editing request operation and generating a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
It should be noted that the above-described system item embodiments are merely illustrative, and those skilled in the art can clearly understand that, for convenience and brevity, the specific working process of the above-described system may refer to the corresponding process in the foregoing method embodiment, which is not repeated herein.
By implementing the embodiments of the invention, the target investment factors required by the investment research can be constructed in a dragging mode, programming of the required factors one by one is not required, and the efficiency of investment factor construction and investment research is greatly improved.
While the foregoing is directed to the preferred embodiments of the present invention, it will be appreciated by those skilled in the art that changes and modifications may be made without departing from the principles of the invention, such changes and modifications are also deemed to be the invention as set forth in the claims.
Claims (10)
1. A method for visual construction of investment factors, comprising:
executing a software application through a processor and rendering the software application on a display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
responding to the operation that a user drags the factor components and the function components to the component configuration interface in the component selection interface, and determining the selected factor components and function components; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component; wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components; when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
2. The visual construction method of an investment factor according to claim 1, wherein the composition structure of the target investment factor comprises: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
3. The method for visual construction of an investment factor of claim 1, wherein the user operation interface further comprises: a component storage interface;
responding to the user in the component configuration interface, executing a storage request operation, and generating a component storage interface corresponding to the target investment factor component;
and responding to the naming of the target investment factors in the component storage interface by a user, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
4. The method for visual construction of an investment factor of claim 1, wherein the user operation interface further comprises: a component test interface;
responding to a user on a component selection interface, selecting a corresponding component to be tested, executing the operation of a component test request, and generating a component test interface corresponding to the component to be tested;
responding to the operation of executing the component test by the user on the component test interface, and performing test calculation on the factor component to be tested to generate a corresponding investment index parameter; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
5. The method for visual construction of an investment factor of claim 1, wherein the user operation interface further comprises: a component editing interface;
responding to a user on a component selection interface, selecting a corresponding factor to be configured, and executing factor component editing request operation to generate a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
6. A visual construction system for investment factors, comprising: an interface generation module and a component configuration module;
the interface generation module is used for executing the software application through the processor and rendering the software application on the display to obtain a user operation interface; wherein the user operation interface comprises: a component selection interface and a component configuration interface; the component selection interface comprises: a plurality of factor components for indicating investment index parameters and a plurality of function components for indicating different preset function calculation formulas;
the component configuration module is used for responding to the operation that a user drags the factor components and the function components to the component configuration interface in the component selection interface, and determining the selected factor components and function components; responding to the component connection operation of a user in a component configuration interface, and generating a target investment factor component;
wherein: the component connection operation includes: establishing a connection between the factor component and the function component, and establishing a connection between the function components;
when the connection is established between the factor component and the function component, the investment index parameter indicated by the factor component is associated with the function calculation formula indicated by the corresponding function component; when connection is established between the function components, the function calculation formulas indicated by the function components are associated.
7. The investment factor visualization building system of claim 6, wherein the target investment factor comprises a composition structure comprising: a tree structure; each node in the tree structure corresponds to a component, each factor component corresponds to a leaf node, and the root node is a function component.
8. The investment factor visualization building system of claim 6, further comprising: a component storage module;
the user operation interface further includes: a component storage interface;
the component storage module is used for responding to the user to execute a storage request operation in the component configuration interface and generating a component storage interface corresponding to the target investment factor component;
and the component storage module is also used for responding to the naming of the target investment factors by a user in the component storage interface, executing the operation of storage, and storing the target investment factor components in a preset factor component library so as to display the target investment factor components on the component selection interface.
9. The investment factor visualization building system of claim 6, further comprising: a component test module;
the user operation interface further includes: a component test interface;
the component testing module is used for responding to the fact that a user selects a corresponding component to be tested on the component selection interface, executing the operation of a component testing request and generating a component testing interface corresponding to the component to be tested;
the component testing module is further used for responding to the operation of executing component testing on the component testing interface by a user, performing testing calculation on the factor component to be tested, and generating corresponding investment index parameters; wherein the investment index parameters include: IC mean, IC fluctuation rate, average coverage, group yield, and hand rate.
10. The investment factor visualization building system of claim 6, further comprising: a component editing module;
the user operation interface further includes: a component editing interface;
the factor parameter configuration module is used for responding to a user to select a corresponding factor to be configured on the component selection interface, executing factor component editing request operation and generating a component editing interface corresponding to the factor to be configured; wherein the component configuration interface comprises;
the factor parameter configuration module is further used for responding to the operation of editing the basic information of the factor to be configured on the component configuration interface by a user, and determining the basic information edited by the factor to be configured;
wherein the basic information includes: factor name, data type, data dimension, and factor type.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310913599.7A CN117032665B (en) | 2023-07-24 | Visual construction method and system for investment factors |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310913599.7A CN117032665B (en) | 2023-07-24 | Visual construction method and system for investment factors |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| CN117032665A true CN117032665A (en) | 2023-11-10 |
| CN117032665B CN117032665B (en) | 2024-05-03 |
Family
ID=
Citations (14)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US5850548A (en) * | 1994-11-14 | 1998-12-15 | Borland International, Inc. | System and methods for visual programming based on a high-level hierarchical data flow model |
| US20080256014A1 (en) * | 2007-04-10 | 2008-10-16 | Joel Gould | Editing and Compiling Business Rules |
| CN101529382A (en) * | 2006-09-21 | 2009-09-09 | 路透美国公司 | Common component framework |
| US20160343078A1 (en) * | 2015-05-18 | 2016-11-24 | Optimal Assett Managegment, | Systems and methods for customizing a portfolio using visualization and control of factor exposure |
| CN109085977A (en) * | 2018-08-10 | 2018-12-25 | 武汉优品楚鼎科技有限公司 | A kind of method, system and device of customized market functional module showing interface |
| CN109460543A (en) * | 2018-10-18 | 2019-03-12 | 北京字节跳动网络技术有限公司 | A kind of input method of logical expression, device, electronic equipment and readable medium |
| CN111596912A (en) * | 2020-05-22 | 2020-08-28 | 北京无线电测量研究所 | Non-programming visual construction system and method for radar display control software based on component library |
| CN112559620A (en) * | 2020-12-09 | 2021-03-26 | 南京倍漾科技有限公司 | Interactive investment portfolio analysis interface system for quantitative transaction |
| CN113395251A (en) * | 2021-01-20 | 2021-09-14 | 腾讯科技（深圳）有限公司 | Machine learning safety scene detection method and device |
| WO2022135478A1 (en) * | 2020-12-25 | 2022-06-30 | 第四范式（北京）技术有限公司 | Task orchestration method and orchestration apparatus |
| CN114816394A (en) * | 2022-07-01 | 2022-07-29 | 青岛鑫晟汇科技有限公司 | Dynamic generation method and device for factor component of federated learning algorithm |
| CN115545401A (en) * | 2022-08-26 | 2022-12-30 | 广州市规划和自然资源自动化中心(广州市基础地理信息中心) | City physical examination evaluation method and system based on visual index model configuration and computer equipment |
| CN115794254A (en) * | 2022-11-29 | 2023-03-14 | 三峡大学 | Component research and development management platform and method based on cloud computing |
| CN116257224A (en) * | 2022-12-06 | 2023-06-13 | 封朋成 | Building block type and visual personalized investment method creation and operation system |
Patent Citations (14)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US5850548A (en) * | 1994-11-14 | 1998-12-15 | Borland International, Inc. | System and methods for visual programming based on a high-level hierarchical data flow model |
| CN101529382A (en) * | 2006-09-21 | 2009-09-09 | 路透美国公司 | Common component framework |
| US20080256014A1 (en) * | 2007-04-10 | 2008-10-16 | Joel Gould | Editing and Compiling Business Rules |
| US20160343078A1 (en) * | 2015-05-18 | 2016-11-24 | Optimal Assett Managegment, | Systems and methods for customizing a portfolio using visualization and control of factor exposure |
| CN109085977A (en) * | 2018-08-10 | 2018-12-25 | 武汉优品楚鼎科技有限公司 | A kind of method, system and device of customized market functional module showing interface |
| CN109460543A (en) * | 2018-10-18 | 2019-03-12 | 北京字节跳动网络技术有限公司 | A kind of input method of logical expression, device, electronic equipment and readable medium |
| CN111596912A (en) * | 2020-05-22 | 2020-08-28 | 北京无线电测量研究所 | Non-programming visual construction system and method for radar display control software based on component library |
| CN112559620A (en) * | 2020-12-09 | 2021-03-26 | 南京倍漾科技有限公司 | Interactive investment portfolio analysis interface system for quantitative transaction |
| WO2022135478A1 (en) * | 2020-12-25 | 2022-06-30 | 第四范式（北京）技术有限公司 | Task orchestration method and orchestration apparatus |
| CN113395251A (en) * | 2021-01-20 | 2021-09-14 | 腾讯科技（深圳）有限公司 | Machine learning safety scene detection method and device |
| CN114816394A (en) * | 2022-07-01 | 2022-07-29 | 青岛鑫晟汇科技有限公司 | Dynamic generation method and device for factor component of federated learning algorithm |
| CN115545401A (en) * | 2022-08-26 | 2022-12-30 | 广州市规划和自然资源自动化中心(广州市基础地理信息中心) | City physical examination evaluation method and system based on visual index model configuration and computer equipment |
| CN115794254A (en) * | 2022-11-29 | 2023-03-14 | 三峡大学 | Component research and development management platform and method based on cloud computing |
| CN116257224A (en) * | 2022-12-06 | 2023-06-13 | 封朋成 | Building block type and visual personalized investment method creation and operation system |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| US20030070120A1 (en) | Method and system for managing software testing | |
| US5727161A (en) | Method and apparatus for graphic analysis of variation of economic plans | |
| US20020184133A1 (en) | Method and system for verifying the integrity of data in a data warehouse and applying warehoused data to a plurality of predefined analysis models | |
| Tennent et al. | Guide to business modelling | |
| WO2009029760A1 (en) | Quality assurance tools for use with source code and a semantic model | |
| US5907698A (en) | Method and apparatus for characterizing static and dynamic operation of an architectural system | |
| Elbehri et al. | Implementing bilateral tariff rate quotas in GTAP using GEMPACK | |
| US20060047723A1 (en) | Custom database system and method of building the same | |
| CN111190814B (en) | Method and device for generating software test case, storage medium and terminal | |
| CN117032665B (en) | Visual construction method and system for investment factors | |
| CN117032665A (en) | Visual construction method and system for investment factors | |
| US20230041586A1 (en) | Computer System and Method for Tracking the Impact of a Change Event | |
| Postina et al. | Gap analysis of application landscapes | |
| CN111949271B (en) | Method, transaction system, device and storage medium for customizing transaction policy | |
| CN116643745A (en) | Code development method, device and equipment | |
| Lopata et al. | CASE tool component—knowledge-based subsystem. UML Diagrams Generation Process | |
| CN116757377B (en) | Intelligent energy management system based on BS architecture | |
| Aguais et al. | Climate-change scenarios require volatility effects to imply substantial credit losses: shocks drive credit risk not changes in economic trends | |
| CN112015656B (en) | Visual debugging method and device for workflow designer | |
| Tellsén | Design Automation of Steam Turbine Diaphragms in NX: Research and implementation of design automation in a development process | |
| CN117610507A (en) | Data processing method and device based on standard | |
| US20060101374A1 (en) | Enterprise management system installer | |
| Brooks et al. | Evaluating the application of software metrics to data flow diagrams and class diagrams in usability laboratory experiments (CADPRO Pilot# 1) | |
| Pit | How manufacturing goes beyond the production of the physical object: a firm-level study to identify the challenges and needs for implementing Agile within an existing Stage-Gate system | |
| Vicario | Engineering the usability of a visual formalism for real-time temporal logic |
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 |