CN113313607A - Stock basic surface index visual display method based on financial statement data - Google Patents
Stock basic surface index visual display method based on financial statement data Download PDFInfo
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Abstract
The invention discloses a stock basic surface index visual display method based on financial statement data, which comprises the following steps: the method comprises the following steps that firstly, data preprocessing is carried out, financial statement data are obtained and preprocessed, and a financial statement data index table is obtained; selecting and grouping effective factors, preliminarily screening the effective factors in the financial statement data which effectively influence the stock tendency, and grouping; step three, determining scoring rules and calculating scores, determining the proportion of each grouping score in the total score, calculating the quarterly financial statement data of each company in the database, and creating a basic scoring table; and fourthly, visualizing the data and describing the natural language, namely making the data in the basic surface scoring table into a radar map or a table, visually displaying the radar map or the table, and describing a visual display result by using the natural language. The invention has the beneficial effects that: the stock basic surface index is visually displayed and described by natural language, so that people can conveniently understand the stock basic surface index.
Description
[ technical field ] A method for producing a semiconductor device
The invention relates to the technical field of data processing and analysis, in particular to a stock basic surface index visual display method based on financial statement data.
[ background of the invention ]
With the demand of common people for value-keeping and increment of personal assets, stocks are increasingly close to the lives of people as a daily investment tool. The rise and fall of the stock price is difficult to predict, but the investability of a stock in the long term is closely related to the basic aspect of the company. The basic factors of a company are fully mastered, so that investors are required to have a considerable level of financial knowledge, and a great deal of time and energy are required for the investors to study.
However, since ordinary investors cannot understand the basic plane of a company, the ordinary investors often make investments in a way of hearing, and consequently, great loss is caused.
The existing financing analysis system, such as the Xinwang finance, vacates the news self-selected stock to provide the following solutions:
1. providing the original data of the financial statement of the listed company, and enabling the user to look up the original data by himself.
2. And editing or transferring a plurality of analysis articles for the user to read.
3. Basic information of some companies such as market profitability and the like is provided in digital form.
This type of conventional approach has two disadvantages:
1. the effort and time cost for a user to read a financial statement is large;
2. the requirement on the financial knowledge reserve of the user per se is high, and the investment cost is invisibly increased. The typical investors cannot understand the massive financial statement data. Without years of financial training, the average person would not understand the meaning of those financial numbers.
The above reasons further make it difficult for users to find ideal investment objects from mass marketing companies.
[ summary of the invention ]
The invention discloses a stock basic surface index visual display method based on financial statement data, which can effectively solve the technical problems related to the background technology.
In order to achieve the purpose, the technical scheme of the invention is as follows:
a stock basic surface index visual display method based on financial statement data comprises the following steps:
the method comprises the following steps of firstly, preprocessing data, acquiring financial statement data and preprocessing the financial statement data to obtain a financial statement data index table, and specifically comprises the following steps:
extracting a webpage containing financial statement data of the company with the stock A appearing in the market in the last decade from a database;
analyzing the webpage content, extracting the original data of the financial statement, and storing the data in a database;
cleaning the financial statement data in the database, removing repeated data and processing null values;
calculating and creating a financial statement data index table based on the cleaned financial statement data of each company in each year;
step two, selecting and grouping effective factors, preliminarily screening the effective factors in the financial statement data which effectively influence the stock tendency, and grouping the effective factors, wherein the method specifically comprises the following steps:
calculating the average value of the market quotation data of each season of each stock to form a time sequence table L1;
searching corresponding financial data forming time sequence tables L2 and L3 … Ln from the financial report data index table;
LCSS similarity calculation is carried out on the time sequence list L2-Ln and the time sequence list L1 respectively, a similarity normalization result is output, and a candidate factor list Lx is formed;
screening results in the candidate factor list Lx, and selecting the first 15 candidate factors with higher similarity as effective factors;
grouping the effective factors according to the capabilities of the company reflected by the effective factors;
step three, determining scoring rules and calculating scores, determining the proportion of each grouping score in the total score, calculating the quarterly financial statement data of each company in the database, and creating a basic scoring table;
and fourthly, visualizing the data and describing the natural language, namely making the data in the basic surface scoring table into a radar map or a table, visually displaying the radar map or the table, and describing a visual display result by using the natural language.
As a preferable improvement of the invention, in the step one, the financial statement data index table includes twenty items of index data such as report date, basic earnings per share, business profit rate, business cost rate, net asset earnings rate, investment earnings rate, total asset remuneration rate, three-fee proportion and the like.
As a preferred improvement of the invention, in the second step, the effective factors include cash-to-cash appropriateness ratio, cash flow rate ratio, cash flow appropriateness ratio, cash re-investment ratio, gross interest rate, three-fee total ratio, net interest rate, ROE, basic earnings per share, total asset turnover rate, number of inventory turnover days, complete business cycle, liability-to-asset ratio, long-term capital-to-real-property and equipment ratio, and speed-action ratio.
As a preferable improvement of the present invention, in step two, the grouping includes the following:
cash flow capacity: cash to cash approvals ratio, cash flow approvals ratio, cash re-investment ratio;
profitability: gross profit rate, three-fee total rate, net profit rate, ROE, and basic profit per share;
operation capacity: total asset turnover rate, number of inventory turnover days, complete business cycle, sales growth rate;
the lever structure: liability to asset ratio, long term capital to real estate, and equipment ratio;
debt repayment capacity: a snap ratio.
As a preferred improvement of the present invention, in step three, the determined scores of the respective groups in the total score ratio are as follows: cash flow capacity accounts for 30%, profitability 25%, operational capacity 25%, lever structure 10% and repayment capacity 10%.
The invention has the following beneficial effects:
1. application of artificial intelligence: the financial statement data of a company are analyzed through a reliable artificial intelligence algorithm, the main basic planes of the company are quantized, and time and energy for extracting information from the original data are saved for financial users;
2. application of data visualization techniques: the complicated and obscure financial data are clearly interpreted by the high-contrast imaging data, so that a user without financial knowledge can understand at a glance whether the company can invest.
[ description of the drawings ]
In order to more clearly illustrate the technical solutions in the embodiments of the present invention, the drawings needed to be used in the description of the embodiments are briefly introduced below, it is obvious that the drawings in the following description are only some embodiments of the present invention, and other drawings can be obtained by those skilled in the art without inventive efforts, wherein:
FIG. 1 is an exemplary diagram of a radar map of the present invention;
FIG. 2 is an exemplary diagram of the natural language description of the present invention.
[ detailed description ] embodiments
The technical solutions in the embodiments of the present invention will be described clearly and completely with reference to the following embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
It should be noted that all the directional indicators (such as up, down, left, right, front, and rear … …) in the embodiment of the present invention are only used to explain the relative position relationship between the components, the movement situation, etc. in a specific posture (as shown in the drawing), and if the specific posture is changed, the directional indicator is changed accordingly.
In addition, the descriptions related to "first", "second", etc. in the present invention are only for descriptive purposes and are not to be construed as indicating or implying relative importance or implicitly indicating the number of technical features indicated. Thus, a feature defined as "first" or "second" may explicitly or implicitly include at least one such feature. In the description of the present invention, "a plurality" means at least two, e.g., two, three, etc., unless specifically limited otherwise.
In the present invention, unless otherwise expressly stated or limited, the terms "connected," "secured," and the like are to be construed broadly, and for example, "secured" may be a fixed connection, a removable connection, or an integral part; can be mechanically or electrically connected; they may be directly connected or indirectly connected through intervening media, or they may be connected internally or in any other suitable relationship, unless expressly stated otherwise. The specific meanings of the above terms in the present invention can be understood by those skilled in the art according to specific situations.
In addition, the technical solutions in the embodiments of the present invention may be combined with each other, but it must be based on the realization of those skilled in the art, and when the technical solutions are contradictory or cannot be realized, such a combination of technical solutions should not be considered to exist, and is not within the protection scope of the present invention.
The invention provides a stock basic surface index visual display method based on financial statement data, which comprises the following steps:
the method comprises the following steps of firstly, preprocessing data, acquiring financial statement data and preprocessing the financial statement data to obtain a financial statement data index table, and specifically comprises the following steps:
extracting a webpage containing financial statement data of the company with the stock A appearing in the market in the last decade from a database;
analyzing the webpage content, extracting the original data of the financial statement, and storing the data in a database;
cleaning the financial statement data in the database, removing repeated data and processing null values;
calculating and creating a financial statement data index table based on the cleaned financial statement data of each company in each year;
it should be further noted that the financial statement data index table includes twenty or more index data such as report date, basic earnings per share, business profit rate, business cost rate, net asset earning rate, investment earning rate, total asset remuneration rate, three-fee specific gravity, and the like.
Step two, selecting and grouping effective factors, preliminarily screening the effective factors in the financial statement data which effectively influence the stock tendency, and grouping the effective factors, wherein the method specifically comprises the following steps:
calculating the average value of the market quotation data of each season of each stock to form a time sequence table L1;
searching corresponding financial data forming time sequence tables L2 and L3 … Ln from the financial report data index table;
LCSS similarity calculation is carried out on the time sequence list L2-Ln and the time sequence list L1 respectively, a similarity normalization result is output, and a candidate factor list Lx is formed;
screening results in the candidate factor list Lx, and selecting the first 15 candidate factors with higher similarity as effective factors;
it is further noted that the validation factors include cash to cash approvals ratio, cash flow approvals ratio, cash re-investment ratio, gross profit ratio, three fee total ratio, net profit ratio, ROE, basic profit per share, total asset turnover ratio, days to stock turnover, full life cycle, debt to asset ratio, long term capital to real property and equipment ratio, speed ratio.
Grouping the effective factors according to the capabilities of the company reflected by the effective factors;
it should be further noted that the packet includes the following:
cash flow capacity: cash to cash approvals ratio, cash flow approvals ratio, cash re-investment ratio;
profitability: gross profit rate, three-fee total rate, net profit rate, ROE, and basic profit per share;
operation capacity: total asset turnover rate, number of inventory turnover days, complete business cycle, sales growth rate;
the lever structure: liability to asset ratio, long term capital to real estate, and equipment ratio;
debt repayment capacity: a snap ratio.
Step three, determining scoring rules and calculating scores, determining the proportion of each grouping score in the total score, calculating the quarterly financial statement data of each company in the database, and creating a basic scoring table;
it should be further noted that the determined scores of the respective groups are as follows: cash flow capacity accounts for 30%, profitability 25%, operational capacity 25%, lever structure 10% and repayment capacity 10%.
And fourthly, visualizing data and describing natural language, namely making the data in the score table of the basic surface into a radar chart (please refer to fig. 1) or a table, visually displaying the radar chart or the table, and describing a visual display result by using natural language, wherein please refer to fig. 2 specifically.
It is further noted that the Radar Chart (Radar Chart), also called spider graph, is suitable for displaying variables in three or more dimensions. Radar maps are methods of displaying multivariate data in the form of two-dimensional graphs of three or more variables displayed on axes starting at the same point, useful for viewing which variables have similar values, whether there are outliers between variables, and are therefore commonly used for the presentation of ranking, evaluation, review, etc. data.
The invention has the following beneficial effects:
1. application of artificial intelligence: the financial statement data of a company are analyzed through a reliable artificial intelligence algorithm, the main basic planes of the company are quantized, and time and energy for extracting information from the original data are saved for financial users;
2. application of data visualization techniques: the complicated and obscure financial data are clearly interpreted by the high-contrast imaging data, so that a user without financial knowledge can understand at a glance whether the company can invest.
While embodiments of the invention have been disclosed above, it is not limited to the applications set forth in the specification and the embodiments, which are fully applicable to various fields of endeavor for which the invention pertains, and further modifications may readily be made by those skilled in the art, it being understood that the invention is not limited to the details shown and described herein without departing from the general concept defined by the appended claims and their equivalents.
Claims (5)
1. A stock basic surface index visual display method based on financial statement data is characterized by comprising the following steps:
the method comprises the following steps of firstly, preprocessing data, acquiring financial statement data and preprocessing the financial statement data to obtain a financial statement data index table, and specifically comprises the following steps:
extracting a webpage containing financial statement data of the company with the stock A appearing in the market in the last decade from a database;
analyzing the webpage content, extracting the original data of the financial statement, and storing the data in a database;
cleaning the financial statement data in the database, removing repeated data and processing null values;
calculating and creating a financial statement data index table based on the cleaned financial statement data of each company in each year;
step two, selecting and grouping effective factors, preliminarily screening the effective factors in the financial statement data which effectively influence the stock tendency, and grouping the effective factors, wherein the method specifically comprises the following steps:
calculating the average value of the market quotation data of each season of each stock to form a time sequence table L1;
searching corresponding financial data forming time sequence tables L2 and L3 … Ln from the financial report data index table;
LCSS similarity calculation is carried out on the time sequence list L2-Ln and the time sequence list L1 respectively, a similarity normalization result is output, and a candidate factor list Lx is formed;
screening results in the candidate factor list Lx, and selecting the first 15 candidate factors with higher similarity as effective factors;
grouping the effective factors according to the capabilities of the company reflected by the effective factors;
step three, determining scoring rules and calculating scores, determining the proportion of each grouping score in the total score, calculating the quarterly financial statement data of each company in the database, and creating a basic scoring table;
and fourthly, visualizing the data and describing the natural language, namely making the data in the basic surface scoring table into a radar map or a table, visually displaying the radar map or the table, and describing a visual display result by using the natural language.
2. The method of claim 1, wherein the stock fundamental plane index visualization presentation method based on the financial statement data comprises: in the first step, the financial statement data index table comprises more than twenty index data such as report date, basic earnings per share, business profit rate, business cost rate, net asset earning rate, investment earning rate, total asset remuneration rate, three-fee proportion and the like.
3. The method of claim 1, wherein the stock fundamental plane index visualization presentation method based on the financial statement data comprises: in step two, the effective factors comprise cash-to-cash appropriateness ratio, cash flow rate ratio, cash flow allowance ratio, cash re-investment ratio, gross interest rate, three-fee total ratio, net interest rate, ROE, basic income per share, total asset turnover rate, inventory turnover days, complete business cycle, liability-to-asset ratio, long-term capital-to-real-estate and equipment ratio, and speed-action ratio.
4. The method for visually displaying stock fundamental plane index based on financial statement data as claimed in claim 1 or 3, wherein: in step two, the grouping comprises the following:
cash flow capacity: cash to cash approvals ratio, cash flow approvals ratio, cash re-investment ratio;
profitability: gross profit rate, three-fee total rate, net profit rate, ROE, and basic profit per share;
operation capacity: total asset turnover rate, number of inventory turnover days, complete business cycle, sales growth rate;
the lever structure: liability to asset ratio, long term capital to real estate, and equipment ratio;
debt repayment capacity: a snap ratio.
5. The method of claim 1, wherein the stock fundamental plane index visualization presentation method based on the financial statement data comprises: in step three, the determined proportion of each grouping score to the total score is as follows: cash flow capacity accounts for 30%, profitability 25%, operational capacity 25%, lever structure 10% and repayment capacity 10%.
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| CN115601173A (en) * | 2022-10-26 | 2023-01-13 | 中银金融科技有限公司（Cn） | Visual processing method and device for transaction network |
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| CN115601173A (en) * | 2022-10-26 | 2023-01-13 | 中银金融科技有限公司（Cn） | Visual processing method and device for transaction network |
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