CN110503556A - The visual configuration method and device of trading strategies model - Google Patents

The visual configuration method and device of trading strategies model Download PDF

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Publication number
CN110503556A
CN110503556A CN201910800700.1A CN201910800700A CN110503556A CN 110503556 A CN110503556 A CN 110503556A CN 201910800700 A CN201910800700 A CN 201910800700A CN 110503556 A CN110503556 A CN 110503556A
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index
tactful
trading strategies
user
interface
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金业
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Bank of China Ltd
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Bank of China Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F9/00Arrangements for program control, e.g. control units
    • G06F9/06Arrangements for program control, e.g. control units using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
    • G06F9/44Arrangements for executing specific programs
    • G06F9/451Execution arrangements for user interfaces
    • 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

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Abstract

The invention discloses a kind of visual configuration method and devices of trading strategies model, this method comprises: display strategy configuration interface, wherein the option comprising multiple tactful indexs on tactful configuration interface;It obtains user and passes through the tactful index of one or more that tactful configuration interface is chosen;According to tactful index has been selected, index parameter set interface and terms of trade set interface are shown;Obtain the parameter value for having selected tactful index that inputs by index parameter set interface of user, and the transactional operation for having selected tactful index inputted by terms of trade set interface and corresponding terms of trade;The tactful index of one or more chosen according to user, and the parameter value, transactional operation and terms of trade of tactful index have been selected, generate trading strategies model.The present invention can be realized by the way of index selection and parameter setting, create customized trading strategies model, reduces the technical threshold of creation quantization trading strategies model, improves the user experience of financial market investment user.

Description

The visual configuration method and device of trading strategies model
Technical field
The present invention relates to software technology field more particularly to the visual configuration methods and dress of a kind of trading strategies model It sets.
Background technique
This part intends to provides background or context for the embodiment of the present invention stated in claims.Description herein Recognize it is the prior art not because not being included in this section.
With the fast development in financial market, quantization transaction gradually occupies an important position.Quantization transaction refer to according to By mathematics and statistical method, by computer invested it is a kind of in the way of, the influence of investor's subjective emotion can be overcome.
It is well known that the quality of quantization trading strategies model tends to directly determine whether investor can be received Benefit.Since existing quantization trading strategies model is realized by one section of code, threshold is required to the profession of the tactful producer It is higher, enable the user of only a few to issue the trading strategies model of oneself, and most users can only subscribe to others' friendship Easy Policy model carries out larger with throwing or blind investment, investment risk.
Thus, how a kind of trading strategies model configuration tool of low threshold is provided, more users are participated in To the creation of trading strategies model.
Summary of the invention
The embodiment of the present invention provides a kind of visual configuration method of trading strategies model, to solve in the prior art, Quantization trading strategies model is realized by code, leads to the technical problem that technical threshold is high, this method comprises: display strategy is matched Set interface, wherein the option comprising multiple tactful indexs on tactful configuration interface;It obtains user and passes through tactful configuration interface selection The tactful indexs of one or more;According to tactful index has been selected, index parameter set interface and terms of trade set interface are shown; The parameter value for having selected tactful index that user is inputted by index parameter set interface is obtained, and circle is set by terms of trade The transactional operation for having selected tactful index of face input and corresponding terms of trade;Referred to according to one or more strategies that user chooses Mark, and the parameter value, transactional operation and terms of trade of tactful index have been selected, generate trading strategies model.
The embodiment of the present invention also provides a kind of visualization configuration means of trading strategies model, to solve the prior art In, quantization trading strategies model is realized by code, leads to the technical problem that technical threshold is high, which includes: first aobvious Show module, be used for display strategy configuration interface, wherein the option comprising multiple tactful indexs on tactful configuration interface;First matches Module is set, passes through the tactful index of one or more that tactful configuration interface is chosen for obtaining user;Second display module, is used for According to tactful index has been selected, index parameter set interface and terms of trade set interface are shown;Second configuration module, for obtaining The parameter value for having selected tactful index that user is inputted by index parameter set interface, and it is defeated by terms of trade set interface The transactional operation for having selected tactful index entered and corresponding terms of trade;Policy generation module, one for being chosen according to user A or multiple tactful indexs, and the parameter value, transactional operation and terms of trade of tactful index have been selected, generate trading strategies mould Type.
The embodiment of the present invention also provides a kind of computer equipment, quantifies trading strategies model in the prior art to solve It is realized by code, leads to the technical problem that technical threshold is high, which includes memory, processor and be stored in On memory and the computer program that can run on a processor, processor realize above-mentioned trading strategies when executing computer program The visual configuration method of model.
The embodiment of the present invention also provides a kind of computer readable storage medium, to solve in the prior art, quantization transaction Policy model is realized by code, leads to the technical problem that technical threshold is high, on which has State the computer program of the visual configuration method of trading strategies model.
In the embodiment of the present invention, by visual tactful configuration interface, display multiple tactful indexs packaged in advance Option, after getting user and choosing one or more tactful indexs, display user has selected the index parameter of tactful index to set Interface and terms of trade set interface are set, each tactful index of user's input selected is obtained by index parameter set interface Parameter value, and the transactional operation for having selected each tactful index of user's input and corresponding is obtained by terms of trade set interface Terms of trade, the tactful index of the one or more finally chosen according to user, and selected the parameter value of tactful index, transaction behaviour Work and terms of trade, generate corresponding trading strategies model.
Through the embodiment of the present invention, it allows users in such a way that index selects with parameter setting, creates customized Trading strategies model reduces the technical threshold of creation quantization trading strategies model, improves the use of financial market investment user Family experience.
Detailed description of the invention
In order to more clearly explain the embodiment of the invention or the technical proposal in the existing technology, to embodiment or will show below There is attached drawing needed in technical description to be briefly described, it should be apparent that, the accompanying drawings in the following description is only this Some embodiments of invention for those of ordinary skill in the art without creative efforts, can be with It obtains other drawings based on these drawings.In the accompanying drawings:
Fig. 1 is a kind of visual configuration method flow diagram of the trading strategies model provided in the embodiment of the present invention;
Fig. 2 is a kind of original state schematic diagram of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention;
Fig. 3 is a kind of index parameter set interface of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Schematic diagram;
Fig. 4 is a kind of terms of trade set interface of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Schematic diagram;
Fig. 5 is a kind of test result schematic diagram of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention;
Fig. 6 is a kind of end the PC webpage version tactical management interface schematic diagram provided in the embodiment of the present invention;
Fig. 7 is a kind of configuration interface signal of the end the PC webpage version wizard-like strategy generator provided in the embodiment of the present invention Figure;
Fig. 8 is a kind of configuration circle of the optional end the PC webpage version wizard-like strategy generator provided in the embodiment of the present invention Face schematic diagram;
Fig. 9 is to show on a kind of configuration interface of the end the PC webpage version wizard-like strategy generator provided in the embodiment of the present invention Show the schematic diagram that tactful index illustrates;
Figure 10 is a kind of visualization configuration means schematic diagram of the trading strategies model provided in the embodiment of the present invention.
Specific embodiment
Understand in order to make the object, technical scheme and advantages of the embodiment of the invention clearer, with reference to the accompanying drawing to this hair Bright embodiment is described in further details.Here, the illustrative embodiments of the present invention and their descriptions are used to explain the present invention, but simultaneously It is not as a limitation of the invention.
In the description of this specification, used "comprising", " comprising ", " having ", " containing " etc. are open Term, that is, mean including but not limited to.Reference term " one embodiment ", " specific embodiment ", " some embodiments ", " such as " etc. description mean that specific features, structure or feature described in conjunction with this embodiment or example are contained in the application's In at least one embodiment or example.In the present specification, schematic expression of the above terms are not necessarily referring to identical Embodiment or example.Moreover, specific features, structure or the feature of description in any one or more embodiments or can be shown It can be combined in any suitable manner in example.The step of involved in each embodiment, sequentially is used to schematically illustrate the implementation of the application, wherein The step of sequence be not construed as limiting, can appropriately adjust as needed.
A kind of visual configuration method of trading strategies model is provided in the embodiment of the present invention, is passed through a string of wizard-like Interface instructs user by way of index selection and parameter setting, configuration of transaction strategy, to reduce the skill of trading strategies configuration Art threshold improves user experience.The end PC and mobile phone terminal can be applied but be not limited to this method, and can be certainly at the end PC and mobile phone Display configuration interface is adapted to, to meet the needs of different terminals user.
Fig. 1 is a kind of visual configuration method flow diagram of the trading strategies model provided in the embodiment of the present invention, is such as schemed Shown in 1, this method comprises the following steps:
S101, display strategy configuration interface, wherein the option comprising multiple tactful indexs on tactful configuration interface.
It should be noted that tactful configuration interface refers to the side by index selection and parameter setting in the embodiment of the present invention The visualization interface of formula creation trading strategies;The tactful index shown in tactful configuration interface can be but not limited to financial city The tactful index of field product trading, including but not limited to following three types:
1. the index of output numerical value: for example, similarities and differences Moving Average MACD, random index KDJ, relative strength index RSI Deng.Such index generally require define use open height receive price calculate etc. parameter input it is more.Such index it is final The result of output is numerical value.
2. data class index: for example, U.S.'s off-farm Job data etc..Such index does not need defined parameters, hands in setting It selected when easy condition using this cycle data, last cycle data, same period last year data, this cyclical swing, upper cyclical swing, gone The same period in year variation etc..The result of the final output of such index is also numerical value.
3. exporting nonnumeric index: for example, form class index, three needles bottom out.Such index does not need generally to define Parameter may be selected to buy in form establishment when setting terms of trade, sell form establishment, or only form sets up these types choosing .Compared with such index does not have with other indexs and on the relationship worn.
Optionally, above-mentioned S101, can be by the option of multiple tactful indexs, in plan when display strategy configuration interface Slightly classify on configuration interface and shows.The index classification of display includes but is not limited to: 1. trend class index, that is, has the dead fork of gold fork and produce Raw index, for example, MACD etc.;2. data class index directly uses the index of data;3. form class index, i.e., only export The whether true index of form.Preferably, the index classification of an artificial index, the index under the index classification can also be set For artificial customized index, pointer type can be any one in trend class index, data class index and form class index Kind is a variety of.
S102 obtains user and passes through the tactful index of one or more that tactful configuration interface is chosen.
It should be noted that for multiple tactful indexs that tactful configuration interface provides, user can choose one or more A strategy quota student is at trading strategies.Each corresponding multiple index parameters of strategy index, refer to when user chooses some strategy After mark, system can the automatic identification corresponding index parameter of strategy index.
Due to different for generating the corresponding index parameter value of the tactful index of each of trading strategies, the strategy of generation is not yet Together, thus, for the same tactful index, user can realize that the same tactful index is different by way of repeating to choose The configuration of parameter.
As an alternative embodiment, above-mentioned S102 can also include: to obtain user to pass through tactful configuration interface weight The tactful index that final election takes;Using different identification informations, the tactful index that counterweight final election takes is identified.Optionally, it repeats The tactful index of selection can be identified in the form of index name+digital number.For example, user has chosen a MACD index, Then generate the index of an entitled MACD1;If user has chosen the primary index again, generation one is entitled The index of MACD2.
S103 shows index parameter set interface and terms of trade set interface according to tactful index has been selected.
It should be noted that These parameters parameter setting interface is for being arranged the corresponding index parameter of each tactful index; Above-mentioned terms of trade set interface is for being arranged transactional operation and the corresponding terms of trade of transactional operation (i.e. execution transactional operation When each tactful index condition that meets).It, can be with after the one or more for getting user's selection by S102 tactful index The index parameter set interface for having selected each tactful index, the index parameter set interface of each strategy index are shown by S103 The each tactful index of meeting automatic identification simultaneously shows the corresponding each index parameter title of the strategy index, by user to each index Parameter assignment carries out the modification or adjustment of index parameter.
S104 obtains user by what index parameter set interface inputted and has selected the parameter value of tactful index, and passes through The transactional operation for having selected tactful index of terms of trade set interface input and corresponding terms of trade.
It should be noted that for the trading strategies of money market product, transactional operation packet provided in an embodiment of the present invention Include but be not limited to " doing open a position ", " doing close a position ", " do and be spaced apart storehouse ", " doing sky to close a position ", " doing after closing out a short position more ", " Ping Duocang more more After do sky " and operation such as " putting down all storehouses ";The format of terms of trade is general: index parameter value+logical condition of a certain index+ The index parameter value of another index, wherein logical condition includes but is not limited to following 8 kinds: " being greater than ", " being less than ", " being equal to ", " being greater than or equal to ", " being less than or equal to ", " above wearing ", " under wear " and " intersect and (wear the union worn under on i.e.) ".
For example, the friendship can be arranged in user for terms of trade " the DEA value of the DIF value of MACD1+above wear+MACD1 " The DIF value that first index of easy condition is MACD1, the second index are the DEA value of MACD1, and logical condition is " above wearing ".
If should be noted that the corresponding terms of trade of a certain transactional operation be it is multiple, need multiple terms of trade The transactional operation could be triggered when being all satisfied.And it can trigger transaction behaviour if the user desired that meeting any one terms of trade i.e. Make, then need to create multiple transactional operations, so that the corresponding terms of trade of a transactional operation.
S105, the tactful index of one or more chosen according to user, and selected the parameter value of tactful index, transaction behaviour Work and terms of trade generate trading strategies model.
Specifically, when the tactful indexs of one or more of user's selection for generating trading strategies model, and it is arranged each After the corresponding index parameter of tactful index, met according to each transactional operation of the transactional operation that user inputs, and setting Terms of trade (have chosen the condition that each tactful index meets), that is, produce a trading strategies model.
From the foregoing, it will be observed that the visual configuration method of trading strategies model provided in an embodiment of the present invention, by visual Tactful configuration interface, the option of display multiple tactful indexs packaged in advance, chooses one or more plans getting user Slightly after index, display user has selected the index parameter set interface and terms of trade set interface of tactful index, is joined by index The parameter value of each tactful index has been selected in number set interface acquisition user's input, and obtains use by terms of trade set interface The transactional operation for having selected each tactful index of family input and corresponding terms of trade, one or more finally chosen according to user A strategy index, and the parameter value, transactional operation and terms of trade of tactful index have been selected, generate corresponding trading strategies mould Type.
The visual configuration method of the trading strategies model provided through the embodiment of the present invention allows users to pass through finger The mode of mark selection and parameter setting, creates customized trading strategies model, reduces the skill of creation quantization trading strategies model Art threshold improves the user experience of financial market investment user.
Since a trading strategies are before putting into firm bargain, survey or mock trading is tested, thus, In In a kind of optional embodiment, in the visual configuration method of trading strategies model provided in an embodiment of the present invention, strategy configuration It can also include test parameter set interface on interface, after display strategy configuration interface, friendship provided in an embodiment of the present invention The visual configuration method of easy Policy model can also include: to obtain user to join by the test that test parameter set interface inputs Number, wherein test parameter is for obtaining the market conditions data tested trading strategies model.
Optionally, test parameter include but is not limited to product category, return mark, return measured frequency and return survey the period.It needs It is noted that work as back measured frequency be daily in the case where, if return survey the period be the historical stage a period, can be achieved The history of trading strategies is returned and is surveyed;It is the same day when returning the survey period, then the mock trading to trading strategies can be achieved and test.
Further, based on the above embodiment, after above-mentioned S105, trading strategies model provided in an embodiment of the present invention Visual configuration method can also include the following steps: according to test parameter, obtain and trading strategies model tested Market conditions data;According to market conditions data, trading strategies model is tested, generates test result, wherein test knot It include the situation of Profit of trading strategies model in fruit;Export the tendency chart of market conditions data and the income feelings of trading strategies model Condition.
Preferably, in order to further increase user experience, the visualization of trading strategies model provided in an embodiment of the present invention Configuration method can also include the following steps: the buying signals for obtaining trading strategies model, wherein buying signals include: to buy in Signal or sale signal;On the tendency chart of market conditions data, the buying signals of trading strategies model are shown.
Since the trading strategies model of user configuration is not necessarily suitble to firm bargain, thus, in order to save memory space, it is System will not automatically save the trading strategies of user's visual configuration, but tested trading strategies and export market conditions number According to tendency chart and trading strategies model situation of Profit after, if test result meets expection, according to user instructions, then Trading strategies model is saved, and exports the tendency chart of market conditions data and the situation of Profit of trading strategies model, to share To other users, other users can be according to the corresponding situation of Profit of the trading strategies, it is determined whether subscribes to and with throwing the transaction Strategy.
As a preferred embodiment, Fig. 2, Fig. 3, Fig. 4 and Fig. 5 show mobile phone terminal wizard-like configuration of transaction strategy Each interface schematic diagram of model, wherein Fig. 2 is a kind of mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Original state schematic diagram;Fig. 3 is a kind of index ginseng of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Number set interface schematic diagram;Fig. 4 is a kind of transaction item of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Part set interface schematic diagram;Fig. 5 is a kind of test knot of the mobile phone terminal wizard-like strategy generator provided in the embodiment of the present invention Fruit schematic diagram.
As shown in Fig. 2, user can pass through configuration interface input product type (including but not limited to your gold shown in Fig. 2 Belong to TD, the kinds such as two-way treasured), return mark (all kinds of including but not limited to noble metal TD and two-way treasured, for example, AUTD, AGTD, MAUTD, USDJPY and AUDUSD etc.), return measured frequency (supporting but be not limited to a minute line, day line etc.) and return survey it is all The test parameters such as phase (being set as the same day, realize that the mock trading to trading strategies is tested);By the way that test parameter, Neng Gouxian is arranged Show back the market conditions data in the corresponding period of mark, optionally, market conditions data can also be shown in interface Tendency chart (for example, K line trend graph).
As shown in figure 3, can show that the parameter of corresponding strategy index is set after user chooses one or more tactful indexs Interface is set, the parameter of tactful index is edited in parameter setting interface.For different indexs, index edit page will The parameter name edited required for automatically identifying, and by user's assignment, carries out the modification of index parameter, index will allow using It opens height and takes in capable calculating.It should be noted that user can repeat to select identical index, different parameters is respectively set, makees It is used in the terms of trade for being different Variable Factors below setting, for the repetition for avoiding index name in this case, then System automatically can after identical index name addend word, with realize different parameters tactful index mark.
As shown in figure 4, the page is arranged in terms of trade, user needs to be arranged but is not limited to following four parts:
A. stop the condition of stopping loss that is full of: according to the expected ratio stopped loss that is only full of of template filling.
B. position in storehouse management: the embodiment of the present invention is supported but is not limited to selection " no position in storehouse management " and " pyramid " two items Part, if user selects " no position in storehouse management ", default is all occupied all available funds by the operation that opens a position every time, so that having opened a position There is the new signal that opens a position that can not also buy under state, it is necessary to can open a position again after closing a position;If user selects " pyramid " position in storehouse Management, then system can successively open a position according to the ratio that rear is arranged, and while closing a position then successively closes a position according to reverse order.
C. signal effective time: the parameter indicate " above wearing ", " under wear ", " intersection " signal duration, for example, certain One is done the signals that open a position more and must simultaneously meet condition A:MACD gold fork and condition B: double equal line gold forks, and signal effective time It is 3 days;If then first day condition A meets, if that condition B is also met in next three days, it can still trigger and do Open a position signal more.
D. transactional operation and terms of trade: the embodiment of the present invention supports that transactional operation includes but is not limited to: " doing open a position ", more " do close a position ", " do and be spaced apart storehouse ", " doing sky to close a position ", " being done after closing out a short position more ", " put down more storehouses then do more ", " putting down all storehouses " more.
After user setting completes transactional operation, the corresponding terms of trade of each transactional operation can be set.If user exists After one transactional operation (for example, " doing open a position " operation) is set more, two terms of trade are provided with (for example, condition A and condition B), then need to meet the two conditions simultaneously, the transactional operation could be triggered.And appoint if the user desired that realizing in two conditions When condition of anticipating (condition A or condition B) meets, all triggering " doing open a position " operations then need to create two " doing open a position " more more Operation, respectively corresponds condition A and condition B.
Fig. 6 is a kind of end the PC webpage version tactical management interface schematic diagram provided in the embodiment of the present invention, as shown in fig. 6, The content shown in tactical management interface includes: " newly-built strategy " control, " new folder " control, strategy display list Deng;New buttons are clicked, input policing title can create a strategy, show in list in strategy and show all created Policy name.Some policy name in Policy List shown in fig. 6 is clicked, then can enter the configuration interface of the strategy, such as Shown in Fig. 7, webpage version strategy configuration interface includes two parts:
A. display area, for showing the data such as the K line trend graph of market data or the situation of Profit of trading strategies.
1. K line trend graph: display test target tendency chart.
It should be noted that user can voluntarily modify test target, (optionally, the present invention can also support to search for automatically, i.e., When user's input " A ", then the products such as " AUTD " and " AGTD " are searched out automatically;Measured frequency or time survey week are returned according to user setting Phase, real-time display corresponding period interior test target K line trend graph and corresponding exchange hand information, as shown in figure 8, working as user's point The certain point in K line trend graph is hit, then shows the corresponding exchange hand information of the point.In K line trend graph, also support user selection Add 5,10,20,60 days or minute equal line;Preferably, specific quotation information (time, mouse of mouse position can also be shown The numerical value of position opens height receipts, exchange hand), when mouse is located at left one side of something of K line trend graph, quotation information is shown on right side; When mouse is located at right one side of something of K line tendency, quotation information is shown in left side.
2. situation of Profit: showing that carrying out history to trading strategies returns the test result of survey or mock trading test, including receive Beneficial rate trend graph, break-even chart etc..
B. interaction area is used for user configuration strategy index, setting target parameter, transactional operation and terms of trade.
It is selected when user first clicks on index, then will appear optional strategy and has selected the index page;User is in optional plan Index click+can be added to having selected in index for the right, wherein adding index, name is then defaulted as index name+number in slightly Serial number;User can edit the index previously chosen after having selected index in having selected index, and index parameter is divided into two classes one Class is to fill in the parameter of numerical value, and one kind is pull-down option parameter, can be below index if user clicks the index edited The texts such as index explanation and application method are popped up, as shown in Figure 9.User can click to enter friendship after configuring index parameter In easy condition setting;Terms of trade setting in user air control condition can be configured first air control condition be divided into only be full of with And stop loss, suspension is full of may be implemented to adjust storehouse every time after income close a position higher than withdrawing certain percentage afterwards to a certain degree, such as Fruit, which is not provided with the degree withdrawn then, becomes the common strategy that is only full of.It stops loss, withdraws after each transaction laggard more than certain percentage Row is closed a position;For position in storehouse management, user can select " no position in storehouse management " and " pyramid " mode position in storehouse pipe by pull-down menu Reason;In risk management module, user can not be inputted then with the effective time of definition strategy buying signals as forever effectively until this Condition is invalid;After setting risk management module, selects transactional operation and set corresponding terms of trade, for each transaction Condition can set and the parameter of tactful index has been selected to meet condition.
It should be noted that for morphology strategy index, since morphology strategy index is not interacted with other indexs, because And second factor of the corresponding terms of trade of transactional operation is not optional.
Herein it should be noted that user is after setting up All Activity condition, the page can be carried out by clicking Editing Strategy Returning for top half is surveyed, and shows result.But not automatically save strategy.After user clicks back survey, then strategy can be spliced Good one strategy of python code building is simultaneously saved in my strategy simultaneously operation reserve time survey.And user clicks and saves, then The strategy for having wizard-like label can be generated in wizard-like strategy, user can restore originally by opening the strategy The index and terms of trade set.
A kind of visualization configuration means of trading strategies model, such as the following examples are additionally provided in the embodiment of the present invention It is described.It, should since the principle that the Installation practice solves the problems, such as is similar to the visual configuration method of trading strategies model The implementation of Installation practice may refer to the implementation of method, and overlaps will not be repeated.
Figure 10 is a kind of visualization configuration means schematic diagram of the trading strategies model provided in the embodiment of the present invention, is such as schemed Shown in 10, the apparatus may include: the first display module 11, the first configuration module 12, the configuration of the second display module 13, second Module 14 and policy generation module 15.
Wherein, the first display module 11 is used for display strategy configuration interface, wherein comprising multiple on tactful configuration interface The option of tactful index;First configuration module 12 passes through one or more plans that tactful configuration interface is chosen for obtaining user Slightly index;Second display module 13, for showing index parameter set interface and terms of trade setting according to tactful index has been selected Interface;Second configuration module 14, the parameter for having selected tactful index inputted for obtaining user by index parameter set interface Value, and the transactional operation for having selected tactful index inputted by terms of trade set interface and corresponding terms of trade;Strategy Generation module 15, the tactful index of one or more for being chosen according to user, and selected the parameter value of tactful index, transaction Operation and terms of trade generate trading strategies model.
Optionally, above-mentioned first display module 11 is also used to by the option of multiple tactful indexs, on tactful configuration interface Classification display.
It should be noted that as an alternative embodiment, trading strategies model provided in an embodiment of the present invention In visualization configuration means, the first configuration module 12 is also used to obtain user and is referred to by the strategy that tactful configuration interface repeats to choose Mark, and different identification informations is used, the tactful index that counterweight final election takes is identified.
From the foregoing, it will be observed that the visualization configuration means of trading strategies model provided in an embodiment of the present invention, pass through the first display Module 11 provides visual tactful configuration interface, and the option of display multiple tactful indexs packaged in advance is matched by first It sets module 12 and obtains the one or more tactful indexs of user's selection, show that user has selected tactful index by the second display module 13 Index parameter set interface and terms of trade set interface, user is obtained by the second configuration module 14 and is set by index parameter That sets interface input has selected the parameter value of each tactful index, and has selected each plan by what terms of trade set interface inputted The slightly transactional operation of index and corresponding terms of trade, one or more chosen finally by policy generation module 15 according to user A strategy index, and the parameter value, transactional operation and terms of trade of tactful index have been selected, generate corresponding trading strategies mould Type.
The visualization configuration means of the trading strategies model provided through the embodiment of the present invention allow users to pass through finger The mode of mark selection and parameter setting, creates customized trading strategies model, reduces the skill of creation quantization trading strategies model Art threshold improves the user experience of financial market investment user.
Optionally, in order to realize the test to trading strategies model (returning survey or mock trading test), above-mentioned strategy is configured It can also include test parameter set interface, in an alternative embodiment, transaction provided in an embodiment of the present invention on interface The visualization configuration means of Policy model can also include: test parameter setup module 16, pass through test ginseng for obtaining user The test parameter of number set interface input, wherein test parameter is for obtaining the market row tested trading strategies model Feelings data.
Further, based on the above embodiment, the visual configuration dress of trading strategies model provided in an embodiment of the present invention Setting can also include: that test data obtains module 17, for what is tested according to test parameter, acquisition trading strategies model Market conditions data;Tactful test module 18 is generated for testing trading strategies model according to market conditions data Test result, wherein include the situation of Profit of trading strategies model in test result;Tactful test result output module 19 is used In the tendency chart of output market conditions data and the situation of Profit of trading strategies model.
In an alternative embodiment, the visualization configuration means of trading strategies model provided in an embodiment of the present invention are also It may include: that tactful buying signals obtain module 20, for obtaining the buying signals of trading strategies model, wherein buying signals It include: buy signal or sale signal;Tactful buying signals display module 21, for the tendency chart in market conditions data, Show the buying signals of trading strategies model.
In an alternative embodiment, the visualization configuration means of trading strategies model provided in an embodiment of the present invention are also It may include: data export module 22, for exporting the tendency chart of market conditions data and the situation of Profit of trading strategies model.
The embodiment of the present invention also provides a kind of computer equipment, quantifies trading strategies model in the prior art to solve It is realized by code, leads to the technical problem that technical threshold is high, which includes memory, processor and be stored in On memory and the computer program that can run on a processor, processor realize above-mentioned trading strategies when executing computer program The visual configuration method of model.
The embodiment of the present invention also provides a kind of computer readable storage medium, to solve in the prior art, quantization transaction Policy model is realized by code, leads to the technical problem that technical threshold is high, on which has State the computer program of the visual configuration method of trading strategies model.
In conclusion the embodiment of the invention provides a kind of visual configuration method, apparatus of trading strategies model and meters Machine equipment, computer readable storage medium are calculated, visual tactful configuration interface, display multiple strategies packaged in advance are passed through The option of index is allowed users to create customized trading strategies model in such a way that index selects with parameter setting, be dropped The technical threshold of low creation quantization trading strategies model, improves the user experience of financial market investment user.
It should be understood by those skilled in the art that, the embodiment of the present invention can provide as method, system or computer program Product.Therefore, complete hardware embodiment, complete software embodiment or reality combining software and hardware aspects can be used in the present invention Apply the form of example.Moreover, it wherein includes the computer of computer usable program code that the present invention, which can be used in one or more, The computer program implemented in usable storage medium (including but not limited to magnetic disk storage, CD-ROM, optical memory etc.) produces The form of product.
The present invention be referring to according to the method for the embodiment of the present invention, the process of equipment (system) and computer program product Figure and/or block diagram describe.It should be understood that every one stream in flowchart and/or the block diagram can be realized by computer program instructions The combination of process and/or box in journey and/or box and flowchart and/or the block diagram.It can provide these computer programs Instruct the processor of general purpose computer, special purpose computer, Embedded Processor or other programmable data processing devices to produce A raw machine, so that being generated by the instruction that computer or the processor of other programmable data processing devices execute for real The device for the function of being specified in present one or more flows of the flowchart and/or one or more blocks of the block diagram.
These computer program instructions, which may also be stored in, is able to guide computer or other programmable data processing devices with spy Determine in the computer-readable memory that mode works, so that it includes referring to that instruction stored in the computer readable memory, which generates, Enable the manufacture of device, the command device realize in one box of one or more flows of the flowchart and/or block diagram or The function of being specified in multiple boxes.
These computer program instructions also can be loaded onto a computer or other programmable data processing device, so that counting Series of operation steps are executed on calculation machine or other programmable devices to generate computer implemented processing, thus in computer or The instruction executed on other programmable devices is provided for realizing in one or more flows of the flowchart and/or block diagram one The step of function of being specified in a box or multiple boxes.
Particular embodiments described above has carried out further in detail the purpose of the present invention, technical scheme and beneficial effects Describe in detail it is bright, it should be understood that the above is only a specific embodiment of the present invention, the guarantor being not intended to limit the present invention Range is protected, all within the spirits and principles of the present invention, any modification, equivalent substitution, improvement and etc. done should be included in this Within the protection scope of invention.

Claims (10)

1. a kind of visual configuration method of trading strategies model characterized by comprising
Display strategy configuration interface, wherein the option comprising multiple tactful indexs on the strategy configuration interface;
Obtain the tactful index of one or more that user is chosen by the tactful configuration interface;
According to tactful index has been selected, index parameter set interface and terms of trade set interface are shown;
The parameter value for having selected tactful index that user is inputted by the index parameter set interface is obtained, and passes through the friendship The transactional operation for having selected tactful index of easy condition setting interface input and corresponding terms of trade;
The tactful index of one or more chosen according to user, and selected the parameter value, transactional operation and transaction of tactful index Condition generates trading strategies model.
2. the method as described in claim 1, which is characterized in that boundary also is arranged comprising test parameter on the strategy configuration interface Face, after display strategy configuration interface, the method also includes:
Obtain the test parameter that user is inputted by test parameter set interface, wherein the test parameter is for obtaining to institute State the market conditions data that trading strategies model is tested.
3. method according to claim 2, which is characterized in that in the survey that acquisition user is inputted by test parameter set interface After trying parameter, the method also includes:
According to the test parameter, the market conditions data tested the trading strategies model are obtained;
According to the market conditions data, the trading strategies model is tested, generates test result, wherein the survey It include the situation of Profit of the trading strategies model in test result;
Export the tendency chart of the market conditions data and the situation of Profit of the trading strategies model.
4. method as claimed in claim 3, which is characterized in that the method also includes:
Obtain the buying signals of the trading strategies model, wherein the buying signals include: buy signal or sale signal;
On the tendency chart of the market conditions data, the buying signals of the trading strategies model are shown.
5. method as claimed in claim 3, which is characterized in that in the tendency chart for exporting the market conditions data and the friendship After the situation of Profit of easy Policy model, the method also includes:
Export the tendency chart of the market conditions data and the situation of Profit of the trading strategies model.
6. the method as described in claim 1, which is characterized in that obtain one that user is chosen by the tactful configuration interface Or multiple tactful indexs, comprising:
It obtains user and the tactful index chosen is repeated by the tactful configuration interface;
Using different identification informations, the tactful index for repeating to choose is identified.
7. the method as described in claim 1, which is characterized in that display strategy configuration interface, comprising:
By the option of the multiple tactful index, display of classifying on tactful configuration interface.
8. a kind of visualization configuration means of trading strategies model characterized by comprising
First display module is used for display strategy configuration interface, wherein includes multiple tactful indexs on the strategy configuration interface Option;
First configuration module, the tactful index of one or more chosen for obtaining user by the tactful configuration interface;
Second display module, for showing index parameter set interface and terms of trade set interface according to tactful index has been selected;
Second configuration module, the parameter for having selected tactful index inputted for obtaining user by the index parameter set interface Value, and the transactional operation for having selected tactful index and corresponding terms of trade by terms of trade set interface input;
Policy generation module, the tactful index of one or more for being chosen according to user, and selected the parameter of tactful index Value, transactional operation and terms of trade generate trading strategies model.
9. a kind of computer equipment including memory, processor and stores the meter that can be run on a memory and on a processor Calculation machine program, which is characterized in that the processor is realized described in any one of claim 1 to 7 when executing the computer program The visual configuration method of trading strategies model.
10. a kind of computer readable storage medium, which is characterized in that the computer-readable recording medium storage has perform claim It is required that the computer program of the visual configuration method of any one of 1 to the 7 trading strategies model.
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CN114089964A (en) * 2021-11-22 2022-02-25 深圳开拓者科技有限公司 Quantitative transaction strategy generation method, system, equipment and storage medium
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Application publication date: 20191126