TWI849881B - Device and method for data visualization of stock backtesting - Google Patents

Abstract

This disclosure is related to a device and method for data visualization of stock backtesting. User can choose a stock, a trading strategy and a time period to form a stock backtesting request, and then upload the stock backtesting request to a server. Download a stock backtesting result corresponding to the stock backtesting request from the server. Download a history data of the stock and generate a single-price line chart for a backtesting view, and the stock backtesting result is marked at corresponding price-position in the single-price line chart.

Description

Data visualization device and method for stock backtesting

The present invention relates to a stock backtesting technology, and in particular to a data visualization device, method and computer program product for stock backtesting.

Stock backtesting, also known as stock backtesting, is a method of evaluating the performance of stock trading strategies by applying the stock trading strategies to a series of real stock historical data to analyze their potential performance. The test results can help investors choose better stock trading strategies to obtain the best investment returns.

Specifically, stock backtesting usually includes the following steps: 1. Select a stock trading strategy: for example, select a certain indicator as the basis for stock trading, or select stocks through technical analysis or fundamental analysis; 2. Determine the backtest time period: determine the start and end time of the backtest, and determine the buying and selling frequency during the backtest period; 3. Simulate stock trading behavior: simulate stock trading behavior within the backtest time period according to the selected stock trading strategy; 4. Calculate the performance of the stock trading strategy: calculate the rate of return and risk of the stock trading strategy based on the backtest results; 5. Analyze the performance of the stock trading strategy: evaluate the performance of the stock trading strategy through the analysis of the strategy performance indicators, and make adjustments or optimizations.

Prior art 1, Republic of China invention patent publication No. I648694 discloses a method for searching for the best stock selection conditions by pre-backtesting historical data, the method comprising: (A) the processor performs historical backtesting on a plurality of stocks and financial products according to a plurality of stock selection conditions and combinations thereof, and pre-stores the backtesting historical backtesting results in the database; and (B) the processor receives an index number, a holding time and a backtesting time interval related to the stock selection conditions input by the user terminal, and calculates the stocks or financial products with the best winning rate that meet the index number according to the backtesting time interval from the database, and provides the stocks or financial products that meet the index number and their stock selection conditions to the user terminal. Prior art 1 solves the problem that "existing financial product analysis devices require investors to try various indicators and combinations to find stocks or investment products with high winning rates, which will take a lot of time." The technical means of prior art 1 is to "provide a method of searching for the best stock selection conditions by pre-backtesting historical data", and its technical effect is to "directly and quickly select the stocks and investment products with the best winning rate (highest or lowest)." However, prior art 1 still cannot meet the needs of users (i.e., investors) in that it cannot present the backtest information in a visual way in the technical line chart.

There is another prior art 2, which uses buy symbols (such as upward triangles) and sell symbols (such as downward triangles) to mark the entry and exit points of the stock backtest in the K-line chart, as shown in Figure 1. Prior art 2 solves the problem of "lack of visual presentation of backtest data" in prior art 1. The technical means of prior art 2 is "converting the entry time and exit time of the stock backtest into buy symbols and sell symbols and marking the corresponding prices in the K-line chart", and its technical effect is "displaying the buy symbol representing the stock backtest entry point and the sell symbol representing the exit point in the K-line chart". Although the previous technology 2 has provided users with a stock backtest K-line chart with data visualization, each K-line bar is drawn from four price levels: opening price, closing price, highest price, and lowest price. The K-line chart composed of multiple K-line bars is more complex in visual presentation. Overlaying the buy and sell symbols on the K-line bars will make the visual complexity higher. Therefore, the added buy and sell symbols are not easy for users to visually identify (i.e., difficult to read). In other words, the technical purpose that the previous technology 2 originally wanted to achieve (visually presenting backtest data) cannot achieve the expected technical effect (allowing users to easily see the backtest data, but the screen information is too much and too complex to be easily identified). Moreover, the data visualization stock backtest candlestick chart provided by the previous second technique does not allow users to quickly identify the same backtest (i.e., paired buy and sell symbols) visually.

Users need a technology that can provide graphical assistance and display stock backtest information with concise technical line charts, so that they can visually more easily and quickly identify and understand stock backtest information. The previous technology 1 and the previous technology 2 cannot meet this user demand. Therefore, it is necessary to improve the learning method and propose a data visualization technology for stock backtesting with the resources of hardware and software working together. In the stock backtesting software, a concise technical line chart is used to display the entry point, exit point and return rate of the stock backtesting, so as to make up for the shortcomings of the previous technology.

In view of this, the present invention proposes a data visualization device, method and computer program product for stock backtesting, which displays a buy symbol representing the entry point of the stock backtesting and a sell symbol representing the exit point of the stock backtesting in a single price line chart in the stock backtesting application, and displays the return rate of each backtesting in an overlay in the same view. The graphical annotation of the single price line chart can intuitively and quickly identify the backtesting information, so as to understand whether the backtested trading strategy is suitable.

The present invention proposes a data visualization device for stock backtesting, which includes: a communication module for establishing an Internet network connection; a backtesting module for generating a backtesting view to receive a financial product, a trading strategy and a time range selection to form a backtesting instruction, upload the backtesting instruction to a server, and download a backtesting data corresponding to the backtesting instruction from the server and trigger a backtesting line chart marking module, the backtesting data includes an entry time, an entry price, an exit time, an exit price and a rate of return; the backtesting line chart marking module downloads the financial product from the server A single price line chart is generated based on the historical quotation data of a financial product and displayed on the backtest view. The single price line chart includes a price line. A corresponding buy symbol and a sell symbol are generated based on the backtest data and marked at corresponding positions on the price line. The buy symbol corresponds to the entry time and the sell symbol corresponds to the exit time; a memory is used to store an application program, and the application program includes the backtest module and the backtest line chart marking module; the screen is used to display the graphical user interface of the application program; one or more processors are connected to the memory and the screen and execute the application program.

The present invention further goes a step further, in some embodiments, the single price line chart is a closing price line chart or an average price line chart.

The present invention further states that in some embodiments, the backtest view displays a plurality of preset trading strategy buttons, each of which represents a different trading strategy and includes an entry strategy and an exit strategy, and each of the entry strategy and the exit strategy includes one or more filter conditions and corresponding one or more parameters.

The present invention further, in some embodiments, the backtest module further includes: receiving a click instruction of one of the preset trading strategy buttons to generate the corresponding backtest instruction and upload it to the server, then downloading the backtest data corresponding to the backtest instruction and generating the single price line chart corresponding to one of the trading strategy buttons and marking the corresponding buy symbol and sell symbol accordingly.

The present invention further includes, in some embodiments, the backtesting module further comprising: generating a backtesting entry and exit data table based on the backtesting data and displaying it on the backtesting view, wherein the backtesting entry and exit data table presents the entry time, the entry price, the exit time, the exit price and the trading strategy of the backtesting data in a tabular form.

The present invention further provides, in some embodiments, that the single price line chart and the backtest entry and exit data table provide two-way interactive visual feedback when being operated.

The present invention further, in some embodiments, the backtest line chart marking module further includes: generating a return rate switch to be displayed on the backtest view, the return rate switch is used to receive an opening instruction or a closing instruction to open or close a return rate bar chart superimposed on the single price line chart.

The present invention further goes a step further. In some embodiments, when the return rate bar chart is superimposed on the single price line chart, the vertical axis coordinate label of the single price line chart displays a return rate label on one side corresponding to a return rate of the return rate bar chart, and displays a price label on the other side corresponding to the price line.

The present invention further provides that in some embodiments, the return bar graph includes one or more return bars (Bar), one return bar represents a complete transaction, the width of the return bar represents a time span from the entry time to the exit time, and the length of the return bar represents the return rate of the transaction, the length of the return bar above a return rate baseline represents a positive return rate, and the length of the return bar below the return rate baseline represents a negative return rate.

The present invention further provides that in some embodiments, the return rate column belonging to the positive return rate is marked with a first color, and the return rate column belonging to the negative return rate is marked with a different second color.

The present invention also proposes a data visualization method for stock backtesting, which is applied to a device, the device comprising a communication module, a memory and a screen, the method comprising: establishing a connection with a server; generating a backtesting view to receive a financial product, a trading strategy and a time range selection to combine into a backtesting instruction; uploading the backtesting instruction to the server; downloading a backtesting data corresponding to the backtesting instruction from the server, the backtesting data comprising an entry time, An entry price, an exit time, an exit price and a rate of return; downloading a historical quotation data of the financial product from the server and generating a single price line chart based on it and displaying it on the backtest view, the single price line chart includes a price line; and, generating a corresponding buy symbol and a sell symbol based on the backtest data and marking them at corresponding positions on the price line, the buy symbol corresponds to the entry time, and the sell symbol corresponds to the exit time.

The present invention further goes a step further, in some embodiments, the single price line chart is a closing price line chart or an average price line chart.

The present invention further states that in some embodiments, the backtest view displays a plurality of preset trading strategy buttons, each of which represents a different trading strategy and includes an entry strategy and an exit strategy, and each of the entry strategy and the exit strategy includes one or more filter conditions and corresponding one or more parameters.

The present invention further, in some embodiments, receives a click instruction of one of the preset trading strategy buttons to generate the corresponding backtest instruction and upload it to the server, then downloads the backtest data corresponding to the backtest instruction and generates the single price line chart corresponding to one of the trading strategy buttons and marks the corresponding buy symbol and sell symbol accordingly.

The present invention further includes, in some embodiments, generating a backtest entry and exit data table based on the backtest data and displaying it on the backtest view, wherein the backtest entry and exit data table presents the entry time, the entry price, the exit time, the exit price and the trading strategy of the backtest data in a tabular form.

The present invention further provides, in some embodiments, that the single price line chart and the backtest entry and exit data table provide two-way interactive visual feedback when being operated.

The present invention further includes, in some embodiments, generating a return rate switch to be displayed on the backtest view, the return rate switch is used to receive an on command or a off command to turn on or off a return rate bar chart to be displayed superimposed on the single price line chart.

The present invention further goes a step further. In some embodiments, when the return rate bar chart is superimposed on the single price line chart, the vertical axis coordinate label of the single price line chart displays a return rate label on one side corresponding to a return rate of the return rate bar chart, and displays a price label on the other side corresponding to the price line.

The present invention further provides that in some embodiments, the return bar graph includes one or more return bars (Bar), one return bar represents a complete transaction, the width of the return bar represents a time span from the entry time to the exit time, and the length of the return bar represents the return rate of the transaction, the length of the return bar above a return rate baseline represents a positive return rate, and the length of the return bar below the return rate baseline represents a negative return rate.

The present invention further provides that in some embodiments, the return rate column belonging to the positive return rate is marked with a first color, and the return rate column belonging to the negative return rate is marked with a different second color.

The present invention also proposes a computer program product installed in a device having a processor, a memory and a screen. The computer program product is stored in the memory and can be run on the processor. When the processor executes the computer program product, the steps of the data visualization method of the stock backtesting are implemented.

The detailed features and advantages of the present invention are described in detail in the following implementation method. The content is sufficient for anyone familiar with the relevant technology to understand the technical content of the present invention and implement it accordingly. According to the content disclosed in this specification, the scope of the patent application and the drawings, anyone familiar with the relevant technology can easily understand the relevant purposes and advantages of the present invention.

10: Data visualization device for stock backtesting

12: Processor

14: Memory

16: Screen

18: Communication module

20: Applications

22: Backtesting module

24: Backtest line chart marking module

26: Server

28: Database

30: Backtesting calculation module

32: Backtesting view

34: Buy symbol

36: Sell symbol

38: Single price line chart

40: Return rate switch

42: Return rate bar chart

44: Return rate benchmark

46: The selected entry and exit points

48: Line segment eye-catching mark

50: Clicked return rate bar

52: Backtesting entry and exit data table

54: Trading strategy button

FIG. 1 is a screen diagram of the second prior art; FIG. 2 is a system function block diagram of the device of the present invention; FIG. 3 is a system function block diagram of the application program of the first embodiment of the present invention; FIG. 4 is a screen diagram of the backtest view of the present invention (I); FIG. 5 is a screen diagram of the backtest view of the present invention (II); FIG. 6 is a screen diagram of the present invention (II); Figure 7 is a schematic diagram of the screen of the backtest view of the embodiment of the present invention (four); Figure 8 is a schematic diagram of the screen of the backtest view of the embodiment of the present invention (five); Figure 9 is a schematic diagram of the screen of the backtest view of the embodiment of the present invention (six); and Figure 10 is an operation flow chart of an embodiment of the present invention.

The present invention is applicable to but not limited to personal computers (Personal Computer/Mac Computer), laptops (Laptop/Notebook/Portable Computer), smart TVs (Smart TV), smart phones (Smartphones), tablet computers (Tablet PCs), handheld stock quoting devices (Hand-Held Stock Quoting Devices), personal digital assistants (PDAs), etc. Any device that is equipped with a screen and can execute the application program of the present invention (i.e., stock backtesting software) can apply the device and method of the present invention.

Referring to FIG. 2 and FIG. 3, the system function block diagram of the data visualization device 10 for stock backtesting of the present invention and the system function block diagram of the application program 20, the legend only lists the core modules related to a preferred embodiment of the present invention, and the remaining modules are omitted and not described. The application program 20 is executed on the data visualization device 10 for stock backtesting of the present invention. In one embodiment of the present invention, the data visualization device 10 for stock backtesting of the present invention includes: one or more processors 12, a memory 14, a screen 16 and a communication module 18. The memory 14 stores an application 20 (i.e., stock backtesting software, stock simulation trading software, or stock trading strategy software); the processor 12 executes a plurality of program instructions contained in the application 20, and implements the following modules of the client (i.e., the data visualization device 10 for stock backtesting of the present invention) in a collaborative operation of hardware and software: a backtesting module 22 and a backtesting line chart marking module 24; The screen 16 is used to display the graphical user interface (GUI) of the application 20. In some embodiments, it further includes: processing touch events (such as the screen 16 of a touch-sensitive device such as a smart phone, tablet computer, etc.); the communication module 18 is used to establish an Internet network connection, such as: wired broadband, WLAN (Wi-Fi, etc.), mobile communication network (such as 3G, 4G, 5G, etc.), etc.

Continuing to refer to Figure 3, the system function block diagram of the application program 20 of the embodiment of the present invention, the client side includes: backtest module 22 and backtest line chart marking module 24, and the server side 26 includes: database 28 and backtest calculation module 30. The figure only lists the core modules related to a preferred embodiment of the present invention, and the remaining modules are omitted and not described, such as: self-selected quotation module, international financial module, financial news module, warning setting module, transaction module, simulated transaction module, accounting module... and other modules.

The backtest module 22 is used to generate a backtest view 32, and receive the financial product (product code or product code), trading strategy (including entry strategy and exit strategy) and time period (i.e., the start time and end time of the backtest) selected by the user to combine into a backtest instruction, upload the backtest instruction to the server 26 (the backtest operation after uploading will be described later), and download the backtest data corresponding to the backtest instruction from the server 26 and trigger the backtest line chart marking module 24. The backtest data includes entry time, entry price, exit time, exit price and return rate. In some embodiments, before backtesting, the user needs to enter the product code or product code of the financial product. In some embodiments, the user first selects a financial product (e.g., clicks one of the selected products from the selected quote view, not depicted) and switches to the backtest view 32 of the financial product, e.g., clicks the "Stock Backtest" tab (or backtest option, not depicted) in Figure 4, and only needs to select a trading strategy and a time period in the backtest view 32 of the financial product, and does not need to enter the product code or product code of the financial product separately, because the backtest view 32 has obtained the product code or product code of the financial product. In some embodiments, the trading strategy used for backtesting is a one-to-one combination of fixed entry strategy and exit strategy, for example: the screening condition of the entry strategy is MACD golden cross, and the screening condition of the exit strategy is MACD death cross, and another example: the screening condition of the entry strategy is MACD golden cross, and the screening condition of the exit strategy is a combination of MACD death cross and KD death cross (i.e., the screening conditions of these two technical indicators are met at the same time). In some embodiments, the entry strategy and exit strategy are a one-to-many combination, for example: the screening condition of the entry strategy is MACD golden cross, and the screening condition of the exit strategy can be any one of MACD death cross, KD death cross or SMA death cross. In some embodiments, the entry strategy and the exit strategy are a many-to-one combination, for example: the screening condition of the entry strategy is any one of the screening conditions of MACD golden cross, KD golden cross or SMA golden cross, and the screening condition of the exit strategy is MACD death cross. In some embodiments, the entry strategy and the exit strategy are a many-to-many combination, for example: the screening condition of the entry strategy is any one of the screening conditions of MACD golden cross, KD golden cross or SMA golden cross, and the screening condition of the exit strategy can be any one of the screening conditions of MACD death cross, KD death cross or SMA death cross. In some embodiments, the time interval is set by the application 20 as the start and end time of the backtest with a fixed default value, for example: the past six months (i.e., the most recent trading day is the backtest end time, and the trading day six months ago is the backtest start time), the past year, the past three years, the past five years, etc. In some embodiments, the time interval is determined by the user. The financial products, trading strategies and time intervals selected by the user are combined into a backtest instruction, which can be uploaded to the server 26. After the server 26 performs calculations according to the backtest instruction and generates corresponding backtest data (including entry points, exit points and return rates), it is returned to the backtest module 22. In some embodiments, the backtest view 32 displays a plurality of preset trading strategy buttons 54 (e.g., a first trading strategy button, a second trading strategy button, etc.), each of which includes a preset entry strategy and an exit strategy. The purpose of the preset trading strategy button 54 is that the corresponding trading strategy (including the entry strategy and the exit strategy) has been generated by the server 26 in advance for the corresponding backtest data. That is to say, when the user clicks on a preset trading strategy button 54 (generating a corresponding backtesting instruction, which includes a financial product, a trading strategy and a time period), the server 26 does not need to spend any more time on calculations after receiving the uploaded backtesting instruction, but can quickly provide pre-calculated backtesting data (stored in the memory or database 28 of the server 26), so that after the backtesting module 22 receives it, the backtesting line chart marking module 24 can immediately generate corresponding buy symbols 34 and sell symbols 36 on the single price line chart 38 and mark them at the corresponding positions on the price line. Therefore, after the user clicks the default trading strategy button 54, the corresponding buy symbol 34 and sell symbol 36 can be immediately viewed on the single price line chart 38; on the contrary, if the user clicks a non-default trading strategy (for example, a user-defined trading strategy), after the generated backtesting instruction is uploaded to the server 26, it takes some time to calculate to generate the corresponding backtesting data. In some embodiments, the backtesting data includes one or more complete transactions, and a complete transaction includes an entry point (buy triggered by the entry strategy, including time and price), an exit point (sell triggered by the exit strategy, including time and price) and a return rate (referring to the return rate of the complete transaction only). In some embodiments, the backtest data may include incomplete transactions, that is, only entry points but no exit points. In other words, since the exit strategy has not been triggered after the purchase of the financial product, the status is "holding" and there will be no return rate for that transaction. In some embodiments, when the backtest data includes incomplete transactions, only entry time but no exit time, before the exit strategy is still not triggered (status is "holding"), there will be no entry of another transaction. In other words, no new transaction will be made before the previous transaction is exited.

The backtest line chart marking module 24 downloads the historical quotation data of the financial product from the server 26 and generates a single price line chart 38 based on it and displays it on the backtest view 32 (Figure 4). The single price line chart 38 includes a price line (Price Line). According to the backtest data, the corresponding buy symbol 34 and sell symbol 36 are generated and marked at the corresponding positions on the price line. The buy symbol 34 corresponds to the entry time, and the sell symbol 36 corresponds to the exit time. In some embodiments, when the backtest module 22 receives the backtest data generated by the server 26, the backtest line chart marking module 24 is triggered to download the historical quotation data of the financial product and generate a single price line chart 38 based on it, and then the corresponding buy symbol 34 and sell symbol 36 are generated according to the backtest data and marked at the corresponding position on the price line. In some embodiments, the backtest line chart marking module 24 first downloads the historical quotation data of the financial product and generates a single price line chart 38 based on it, and then when the backtest module 22 receives the backtest data generated by the server 26, the backtest line chart marking module 24 is triggered to generate the corresponding buy symbol 34 and sell symbol 36 according to the backtest data and mark them at the corresponding position on the price line. The so-called single price line chart 38 means that each time point on the time axis corresponds to only one price of the price line, such as the closing price line and the average price line. The present invention uses a simple single price line chart 38 to mark the buy symbol 34 and the sell symbol 36 of the backtest, solving the problem that the conventional technology overlays symbols or marks on multiple price line charts (such as K-line charts, US line charts, etc., where a line at a time point has four price levels, namely, the opening price, the highest price, the lowest price and the closing price) so that the line chart looks too messy, complicated and difficult to read. In addition, the present invention adopts a single price line and can also achieve another special technical effect that cannot be expected by the previous technology 2: the backtest result is a backtest result that can be traded, which is a backtest result with real reference value. For example, the present invention uses a single price line of the closing price line to do backtesting, which can ensure that the price of the day can be traded. Since the backtest is to simulate transactions based on past historical data, such as the previous technology 2 using K-line, the highest price, lowest price, and opening price may not be traded, and the volume may be very small. Therefore, the K-line chart itself does not have a reference value. It is placed in the backtest result chart, and it is impossible to know which price can be traded. Therefore, it is meaningless. In other words, if the result of the backtest is based on a price that may not be traded, then the backtest will be meaningless. The present invention makes it easier to quickly identify and understand the information of stock backtesting in the technical line chart (backtesting view 32) visually. In some embodiments, the backtesting line chart marking module 24 further includes: generating a return rate switching switch 40 (for example, implemented by a switch element or a check box element) and displaying it in the backtesting view 32. The return rate switching switch 40 is used to receive an opening instruction or a closing instruction to open or close the return rate bar chart 42 and superimpose it on the single price line chart 38 (Figure 7). When the rate of return bar chart 42 is opened and superimposed on the single price line chart 38, the vertical axis coordinate label of the single price line chart 38 displays the rate of return label on one side (e.g., the left outer side) to correspond to the rate of return of each rate of return bar in the rate of return bar chart 42, and displays the price label on the other side (e.g., the right outer side) to correspond to the price line. In some embodiments, the rate of return bar chart 42 includes one or more rate of return bars (Bar), each rate of return bar represents a complete transaction, and the width of the rate of return bar represents the time length from the entry time to the exit time. In the same rate of return bar chart 42, the time length is represented by the same ratio. For example, if the width of a return rate bar is 2 units long, the return rate bar represents 2 trading days (it takes 2 trading days from the entry point to the exit point), and the width of another return rate bar is 5 units long, the return rate bar represents 5 trading days (it takes 5 trading days from the entry point to the exit point), and the length of the return rate bar represents the return rate of the transaction, the length of the return rate bar above the return rate baseline 44 represents a positive return rate, and the length of the return rate bar below the return rate baseline 44 represents a negative return rate. In some embodiments, the return rate bar belonging to the positive return rate is marked with a first color (e.g., red), and the return rate bar belonging to the negative return rate is marked with a different second color (e.g., green).

In order to generate financial product backtesting data corresponding to the backtesting instruction and provide it to the client, the present invention includes a database 28 and a backtesting calculation module 30 on the server 26. The database 28 stores historical quotation data, financial data, chip data and technical data of multiple financial products. The historical quotation data of financial products stored in the database 28 includes a variety of different time periods for users to choose to download, such as: 1 minute, 60 minutes, 1 day, 1 week, 1 month... etc. Financial data, such as: stock price net value, gross profit margin, price-earnings ratio, operating profit... etc. Chip data, such as: the purchase/sale quantity of the three major legal persons, the utilization rate of financing, the utilization rate of short selling, chip distribution, turnover rate... etc. Technical data such as: 10-day moving average, KD, MACD, RSI, etc. The aforementioned screening conditions are used to compare these financial data, chip data and technical data, and the values compared in the screening conditions are the so-called parameters. For example, the screening condition of a certain entry strategy is "KD golden cross", and the parameter is "9", which means "KD golden cross on the 9th".

The backtesting calculation module 30 is used to receive the backtesting instruction uploaded by the client. The backtesting instruction includes: financial products, trading strategies (including: entry strategies and exit strategies) and time periods. After receiving the backtesting instruction, the backtesting calculation module 30 compares the financial products and time periods specified in the database 28 with the backtesting instruction to screen out the entry points that meet the screening conditions of the entry strategy. When a matching entry strategy is screened out, the exit points that meet the screening conditions of the exit strategy are then screened out. An entry point (including entry price and entry time) and an exit point (including exit price and exit time) are collectively referred to as a complete transaction (i.e., one buy and one sell). When there is a complete transaction, the return rate of the transaction can be calculated (i.e., calculated based on the entry price and exit price). When a complete transaction is completed and is still within the time period of the backtest instruction, the next entry point and exit point will continue to be screened until the time period ends. In some embodiments, the backtest of a financial product within the time period can have zero to multiple complete transactions. For example, if there is no entry point that meets the entry strategy within the time period, the backtest data is "zero"; for another example, if there are five complete transactions within the time period, the backtest data will have the entry time, entry price, exit time, exit price and return rate of the five transactions. In some embodiments, for a backtest of a financial product within a time period, there is only an entry point but no exit point, and the status is "holding", so there will be no return rate for that time. After the backtest is completed, the backtest calculation module 30 will return the generated backtest data to the backtest module 22 of the client. In some embodiments, after receiving the uploaded backtest instruction, the server 26 will perform a backtest calculation on a specific financial product with a specified trading strategy, and will provide the financial product backtest data to the client after the calculation is completed. In some embodiments, the backtesting calculation module 30 performs backtesting calculations on all financial products in advance with a plurality of preset trading strategies (including entry strategies and exit strategies), and stores the backtesting data of the financial products after the calculation in the memory or database 28 of the server 26. When the backtesting instruction uploaded by the client belongs to one of the "preset plurality of trading strategies", the backtesting calculation module 30 does not need to perform the backtesting calculation again, but only needs to read the backtesting data corresponding to the specific financial product from the memory or database 28 to provide it to the client. Compared to the prior art 2, the present embodiment allows the user to avoid going back and forth: return to the strategy setting form --> set the trading strategy according to the strategy form to generate a backtesting instruction --> upload the backtesting instruction --> the server performs a backtesting calculation according to the backtesting instruction --> the client device downloads the backtesting data --> displays it on the client device; in other words, each time the user retests a trading strategy, he must reselect the trading strategy and then perform the above process again. The present invention provides a plurality of preset trading strategies (i.e., trading strategies that have been pre-calculated by the server) to greatly increase the convenience of user operation, and increase the efficiency of the user in comparing the backtesting data of multiple preset trading strategies, for example: directly displaying "average return rate", "average winning rate", or both "average return rate" and "average winning rate" with a key label on the trading strategy button 54. In addition, the present invention greatly improves the convenience of user operation by turning the above-mentioned trading strategies into buttons, which will be explained in detail below.

Referring to FIG. 4, the screen 16 diagram (I) of the backtest view 32 of the embodiment of the present invention illustrates a graphical user interface of the application 20 (i.e., stock backtest software) displayed on the screen 16 of a preferred embodiment of the present invention. The diagram of the present embodiment is illustrated by taking the screen style of a smart phone as an example. The present invention is not limited to use in smart phones. The present invention can also be used in personal computers, laptops, tablet computers, handheld stock machines, personal digital assistants, smart TVs, etc. The present embodiment is a smart phone (data visualization device 10 for stock backtesting) displaying the backtest view 32 of the present invention. In some embodiments, when the user switches to the backtest view 32 of a financial product by operating a menu (not shown), the backtest view 32 displays a plurality of default trading strategy buttons 54, for example, a first trading strategy button (the legend is "highest winning rate combination", which displays an average winning rate of "80.2%") and a second trading strategy button (the legend is "highest return combination", which displays an average return rate of "34.6%"), and one of the trading strategy buttons 54 is used as the default "selected trading strategy". The backtest view 32 first generates a backtest instruction for the financial product with the default selected trading strategy (i.e., the trading strategy corresponding to the "selected trading strategy button 54" is a combination of the entry strategy and the exit strategy) and the default time period and uploads it to the server 26, and then downloads the backtest data corresponding to the backtest instruction from the server 26. The figure is an example of such an implementation. The "selected trading strategy button 54" in the figure is marked with a black rounded thick frame (i.e., the black rounded thick frame is the "selected trading strategy", and the gray rounded thin frame on the right is the "unselected trading strategy"). In some embodiments, a single click on the trading strategy button 54 can update the buy symbol 34 and the sell symbol 36 in the single price line chart 38, and at the same time, update the corresponding backtest entry and exit data table 52. In some embodiments, a double click or a long press on the trading strategy button 54 can edit the corresponding trading strategy, for example, modify the filter conditions and parameters of the entry strategy or exit strategy. In some embodiments, the trading strategy button 54 can also directly display the "average return rate" (not shown) or the "average winning rate" (not shown) on the button label, or directly display both the "average return rate" and the "average winning rate" (not shown). The default time period in the legend is "recent six months" (i.e., the most recent trading day is the backtest end time, and the trading day six months ago is the backtest start time). Click "recent six months" (the text in the legend is marked with an underline, indicating that it is a clickable link) to edit the time period. In some embodiments, when the user switches to the backtest view 32 of a financial product through a menu operation, the trading strategy and time period must be set first before the backtest instruction of the financial product can be generated and uploaded to the server 26, and then the backtest data corresponding to the backtest instruction can be downloaded from the server 26. In some embodiments, when the user switches to the backtest view 32 through a menu operation, the financial product, trading strategy and time period must be set first before the backtest instruction of the financial product can be generated and uploaded to the server 26, and then the backtest data corresponding to the backtest instruction can be downloaded from the server 26. The present invention presents the backtest data in a single price line chart 38 (e.g., closing price line and average price line) of the backtest view 32 in a visual way, that is, the buy symbol 34 (representing the entry point) and the sell symbol 36 (representing the exit point) of the backtest are marked on the price line of the financial product. Since the single price line chart 38 is simpler than the K-line chart (e.g., comparing the fourth figure of the present invention with the first figure of the prior art), the buy symbol 34 and the sell symbol 36 are easier to read (i.e., easier to identify visually) on the single price line chart 38. In some embodiments, the buy symbol 34 and the sell symbol 36 are marked with two different colors to distinguish them. Since the illustration is presented in grayscale colors, it can only be seen that the buy symbol 34 and the sell symbol 36 are marked with one dark and one light. In actual application, the screen 16 can be marked with red (representing the entry point) and green (representing the exit point). In some embodiments, the buy symbol 34 and the sell symbol 36 are marked with two different icons/symbols (not shown) to distinguish them, for example: an upward triangle (representing the entry point) and a downward triangle (representing the exit point). In some embodiments, the backtest view 32 includes a rate of return switch 40 (the example is implemented with a checkbox element). If it is originally in the closed state (as shown in the example), an open command is generated after clicking; conversely, if it is originally in the open state, a close command is generated after clicking. In some embodiments, the backtest view 32 includes a data table of each backtest entry and exit point, such as the backtest entry and exit data table 52 below the legend (the legend shows the date, strategy signal and closing price). For example: on 12/29, the "Bollinger Channel Sell-Over" is used as the exit strategy to trigger a sell order, and its selling price is 490 (the user can view other entry and exit points of the backtest entry and exit data table 52 outside the visible range of the screen 16 by up/down sliding the backtest view 32).

Referring to FIG. 5, the screen 16 of the backtest view 32 of the present embodiment of the invention is shown in FIG. 2. The illustration shows that when a user clicks on any entry point or exit point on the price line of the single price line chart 38, the selected entry point 46 will be marked with a "special visual effect". For example, a special symbol/icon mark (as shown in the illustration), or a magnified effect (not shown) is used to display the original position of the buy symbol 34 or the sell symbol 36. At the same time, the corresponding data row in the backtest entry and exit data table 52 below will be displayed with a highlighted effect. The illustration shows that the selected entry and exit point 46 is marked with an inverted triangle symbol, and the date and price of the exit point are marked. In some embodiments, the user can first select a row of data in the backtest entry and exit data table 52 below, so that the selected entry/exit point data row is displayed with a highlighted effect, and then the corresponding entry/exit point in the single price line chart 38 is automatically marked with a "special visual effect" corresponding to the selected entry and exit point 46. In other words, whether the user clicks on the entry point or exit point of the single price line chart 38 above, or clicks on the backtest entry and exit data table 52 below, in addition to the clicked party (chart or table) being marked with a visual effect, the corresponding other party (the table corresponding to the point on the clicked chart, or the point on the chart corresponding to the clicked table) will also be synchronously fed back with a visual effect, so that the chart and the table have a two-way interactive visual effect feedback in operation.

Referring to FIG. 6 , the screen 16 of the backtest view 32 of the present embodiment of the present invention is schematically shown in FIG. 3 . The illustration shows that when a user clicks on any entry point or exit point on the price line of the single price line chart 38 , in addition to the entry point 46 being marked with a “special visual effect”, the present embodiment also uses a line segment eye-catching mark 48 to mark the line segment corresponding to the selected entry point 46 (i.e., the line segment between the entry point and the exit point). The line segment eye-catching mark 48 is represented by a line segment effect of different styles (e.g., thicker or dotted lines) or different colors, so that the user can visually clearly identify the line segment between the entry point and the exit point through the line segment eye-catching mark 48 . The legend line segment highlight mark 48 is marked with a thicker line segment and different colors (the legend is marked in gray, and can be marked with bright colors when displayed on the screen 16). In some embodiments, the line segment highlight mark 48 can be red to indicate a positive return rate and green to indicate a negative return rate.

Referring to FIG. 7 , the screen 16 of the backtest view 32 of the embodiment of the present invention is schematically illustrated in FIG. 4 . This illustration shows that when the user checks the rate of return switch 40 (the check box element in the illustration changes from an unchecked state to a checked state, i.e., an on instruction for the rate of return switch 40 is generated), the rate of return bar chart 42 is turned on and displayed superimposed on the single price line chart 38. At this time, the vertical axis labels of the single price line chart 38 display the return rate labels on one side (the left side in the example) to correspond to the return rate of the return rate bar chart 42, and display the price labels on the other side (the right side in the example) to correspond to the price broken line. The length of each return rate bar in the return rate bar chart 42 represents the return rate of each "complete transaction", the length above the return rate baseline 44 (the example uses a dotted line to indicate the position where the return rate is 0%) represents the positive return rate, and the length below the return rate baseline 44 represents the negative return rate. As for the width of the return rate bar, it represents the length of time from the entry time to the exit time. In some embodiments, the return column of the positive return rate is marked with a first color (e.g., red), and the return column of the negative return rate is marked with a different second color (e.g., green) (e.g., in the legend, the return column of -5.0% return rate and the positive return column of other positive return rates are indicated by different gray levels). In some embodiments, the return rate data is further labeled at the corresponding position of each return rate column, for example, the positive return rate in the legend is labeled with the return rate data above the return rate column, and the negative return rate is labeled with the return rate data below the return rate column. The return rate bar chart 42 of the present invention allows users to easily identify the length (i.e., the level of return rate) and width (i.e., the length of holding period) of the return rate bar through the visual effect of the graph.

Referring to FIG. 8 , the screen 16 of the backtest view 32 of the present embodiment of the present invention is shown in FIG. 5 . The figure illustrates that when a user clicks on any of the return rate bars in the return rate bar chart 42 above the present embodiment, the clicked return rate bar 50 is displayed with a highlight effect or a different color (in the figure, it is represented by gray dots), and the corresponding data row in the backtest entry and exit data table 52 below is also displayed with a highlight effect. Since one return rate bar represents a complete transaction, the highlight effect of the data row corresponds to one entry point and one exit point (i.e., two rows of data in the backtest entry and exit data table 52). In some embodiments, the user can first select two pairs of data in the backtest entry and exit data table 52 below, so that the selected entry point and exit point data rows are displayed with a highlighted effect, and then the corresponding return rate bars in the upper return rate bar chart 42 are automatically displayed with a highlighted effect or a different color. In other words, whether the user clicks on the return rate bar in the upper return rate bar chart 42 or clicks on the paired data rows in the backtest entry and exit data table 52 below, in addition to the clicked party (chart or table) being marked with a visual effect, the corresponding other party (the table corresponding to the point on the clicked chart, or the point on the chart corresponding to the clicked table) will also be synchronously fed back with a visual effect, so that the chart and the table have a two-way interactive visual effect feedback in operation.

Refer to Figure 9, the screen 16 of the backtest view 32 of the embodiment of the present invention (VI), which illustrates that the present embodiment uses a switch component (such as the iOS Switch component) to implement the reward rate switching switch 40. If the state is originally closed, an on command is generated after clicking. Conversely, if the state is originally open, a off command is generated after clicking. In some embodiments, the reward rate switching switch 40 can also be implemented using other components to replace the checkbox component or the switch component, such as a button component (Button component).

Refer to Figure 10, an operation flow chart of an embodiment of the present invention, the operation flow of a user using a mobile device (such as a smart phone/tablet/stock machine) to execute application 20 to view the backtesting data of a certain financial product, please refer to Figures 2, 3, 4, 7 and 9 at the same time, which includes:

Step S101: Execute the application 20 of the present invention on the device 10. The user executes the application 20 (stock backtesting software) of the present invention on a mobile device (such as a smart phone/tablet/stock machine). This description example is not intended to limit the application of the present invention to mobile devices. The present invention can also be applied to personal computers, laptops, smart TVs, etc. In some embodiments, when executing step S101, the user needs to log in and verify the operation with an account and password. Before this, the communication module 18 must first establish an Internet network connection.

Step S102: Establish a connection with the server 26. After the application 20 is executed, the Internet network connection is established with the server 26 through the communication module 18.

Step S103: Generate a backtest view 32, and receive the selection of financial products, trading strategies and time periods to form a backtest instruction. In some embodiments, the user first selects a financial product (e.g., clicks on one of the selected products from the selected quote view, not depicted) and switches to the backtest view 32 of the financial product, for example, clicks on the "Stock Backtest" tab (or backtest option, not depicted) in Figure 4, and only needs to select a trading strategy and time period in the backtest view 32 of the financial product, and does not need to enter the product code or product code of the financial product separately, because the backtest view 32 has obtained the product code or product code of the financial product. As shown in Figure 4, since this backtest view 32 belongs to "TSMC", the backtest module 22 has automatically obtained the financial product (i.e., "TSMC"), and the legend generates the backtest instruction of "TSMC" with the default "selected trading strategy button 54" (i.e., "highest winning rate combination", whose entry strategy is "KD golden cross" and exit strategy is "Bollinger channel sell-over") and the default time period (assuming that the default value of the application 20 is "nearly half a year"). In some embodiments, the user can click "more buttons" (located at the far right of the entry and exit strategies in the legend) to select other trading strategies or customize trading strategies. In addition, the user can click the time period "nearly half a year" (underlined text) in the legend to change the setting of the time period.

Step S104: Upload the backtesting instruction to the server 26. After the previous step is executed, the backtesting instruction can be uploaded to the server 26. After the server 26 performs calculations according to the backtesting instruction and generates corresponding backtesting data (including entry point, exit point and return rate), it is returned to the backtesting module 22, or downloaded from the server 26 by the backtesting module 22. In the previous step, if the user selects one of the preset multiple trading strategy buttons 54, it means that the backtesting calculation module 30 of the server 26 has previously performed backtesting calculations on all financial products with the same trading strategy, and stored the backtesting data of the financial products after the calculation in the memory or database 28 of the server 26. Therefore, the backtesting calculation module 30 does not need to perform backtesting again, but only needs to read the backtesting data corresponding to the specific financial product from the memory or database 28 to provide it to the client, thereby greatly shortening the backtesting calculation time.

Step S105: Download the backtest data corresponding to the backtest instruction from the server 26. After the server 26 performs calculations according to the backtest instruction and generates the corresponding backtest data, it is returned to the backtest module 22, or downloaded from the server 26 by the backtest module 22. The backtest data includes the entry time and entry price of each entry point, the exit time and exit price of each exit point, and the return rate of each complete transaction.

Step S106: Download the historical quotation data of the financial product from the server 26 and generate a single price line chart 38 based on it and display it on the backtest view 32. The backtest line chart marking module 24 downloads the historical quotation data of the financial product from the server 26 and generates a single price line chart 38 based on it and displays it on the backtest view 32. The single price line chart 38 includes a price line. In some embodiments, step S105 and step S106 are executed synchronously; in some embodiments, step S105 is executed first, and then step S106 is executed; in some embodiments, step S106 is executed first to generate a single price line chart 38 displayed on the backtest view 32, and then step S105 is executed.

Step S107: Generate corresponding buy symbols 34 and sell symbols 36 based on the backtest data and mark them at corresponding positions on the price line. The backtest line chart marking module 24 generates corresponding buy symbols 34 and sell symbols 36 based on the backtest data and marks them at corresponding positions on the price line. The buy symbol 34 corresponds to the entry time, and the sell symbol 36 corresponds to the exit time, as shown in Figure 4.

Step S108: Receive an opening command to open the return rate bar chart 42 and display it superimposed on the single price line chart 38. The return rate switch 40 generated by the backtest line chart marking module 24 is displayed on the backtest view 32, and is implemented as a switch component as shown in Figure 9, and as a check box component as shown in Figure 7. If the return rate switch 40 is originally in the closed state and an opening command is generated after clicking, the backtest line chart marking module 24 receives the opening command and opens the return rate bar chart 42 superimposed on the single price line chart 38, as shown in Figure 7 or Figure 9.

It is understood that the program instructions executed by the computer can implement each block in the flowchart, the combination of blocks in the flowchart, and the steps in each embodiment. The program instructions are provided to a processor to generate a machine or a resource for hardware and software to work together, so that when the instructions are executed on the processor, components for implementing the actions or technical effects specified in the flowchart blocks will be generated. Different sets of program instructions can also enable at least some of the operation steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by each program instruction of an application program may be different according to different embodiments. Furthermore, some of these steps may be performed on more than one processor, such as when a microprocessor and a peripheral interface processor in the device of the present invention work in concert. In addition, one or more blocks or combinations of blocks in the flowchart may be performed simultaneously with other blocks or combinations of blocks, or even in a different order than shown, without departing from the scope or spirit of the present invention.

Therefore, the blocks of the flowchart of the present invention support component combinations for performing specified actions or technical effects, step combinations for performing specified actions or technical effects, and program instruction components for performing specified actions or technical effects. It can also be understood that these specified actions or technical effects are implemented by special-purpose hardware systems or special-purpose hardware and program instructions in conjunction with each block of the flowchart of the present invention and the block combination of the flowchart.

In summary, the present invention proposes a data visualization technology for stock backtesting, which solves the problem of the prior art that "it is difficult for users to visually identify the buy and sell symbols marked in the K-line chart". The present invention uses a simple technical line chart (i.e., a single price line chart 38) to display the entry point, exit point and return rate of the stock backtesting, so that users can easily identify the buy and sell symbols, making up for the shortcomings of the prior art. Furthermore, because the present invention effectively integrates the single price line chart and the backtesting entry and exit data table, the user can have a two-way interactive visual effect feedback when operating one of the two, and can more intuitively identify and understand the special technical effect of the entry and exit point concept of the backtesting data. Furthermore, the present invention provides multiple preset trading strategies, and performs backtest calculations in advance on the server 26 to provide corresponding backtest data, which can greatly shorten the backtest calculation time. In addition, since the present invention effectively integrates with the return rate bar chart, it is easier for users to identify the length (i.e., the high or low return rate) and width (i.e., the length of holding time) of the return rate bar through the visual effect of the graphic. The above multiple special technical effects are all due to the fact that the present invention effectively integrates stock backtesting, a single price line chart, a return rate bar chart, and a backtest entry and exit data table, which cannot be specifically realized by any previous technology.

Although the technical content of the present invention has been disclosed as above with the preferred embodiment, it is not used to limit the present invention. Any slight changes and modifications made by anyone familiar with this art without departing from the spirit of the present invention should be included in the scope of the present invention. Therefore, the protection scope of the present invention shall be subject to the scope defined by the attached patent application.

20: Applications

22: Backtesting module

24: Backtest line chart marking module

26: Server

28: Database

30: Backtesting calculation module

Claims (21)

A data visualization device for stock backtesting, the device comprises: a communication module for establishing an Internet network connection; a backtesting module for generating a backtesting view, receiving a financial product, a trading strategy and a time range selection to combine into a backtesting instruction, uploading the backtesting instruction to a server, and downloading a backtesting data corresponding to the backtesting instruction from the server and triggering a backtesting line chart marking module, the backtesting data comprising an entry time, an entry price, an exit time, an exit price and a rate of return; the backtesting line chart marking module downloads the financial product from the server A single price line chart is generated based on a historical quotation data and displayed on the backtest view. The single price line chart includes a price line. A corresponding buy symbol and a sell symbol are generated based on the backtest data and marked at corresponding positions on the price line. The buy symbol corresponds to the entry time and the sell symbol corresponds to the exit time. A memory is used to store an application program. The application program includes the backtest module and the backtest line chart marking module. The screen is used to display a graphical user interface of the application program. One or more processors are connected to the memory and the screen and execute the application program. A data visualization device for stock backtesting as described in claim 1, wherein the single price line chart is a closing price line chart or an average price line chart. A data visualization device for stock backtesting as described in claim 1, wherein the backtesting view displays a plurality of preset trading strategy buttons, each of which represents a different trading strategy and includes: an entry strategy and an exit strategy, and each of the entry strategy and the exit strategy includes one to multiple filter conditions and corresponding one to multiple parameters. The data visualization device for stock backtesting as described in claim 1, wherein the backtesting module further comprises: receiving a click instruction of one of the preset trading strategy buttons to generate the corresponding backtesting instruction and uploading it to the server, then downloading the backtesting data corresponding to the backtesting instruction and generating the single price line chart corresponding to one of the trading strategy buttons and marking the corresponding buy symbol and sell symbol accordingly. The data visualization device for stock backtesting as described in claim 1, wherein the backtesting module further comprises: generating a backtesting entry and exit data table based on the backtesting data and displaying it on the backtesting view, wherein the backtesting entry and exit data table presents the entry time, the entry price, the exit time, the exit price and the trading strategy of the backtesting data in a tabular form. A data visualization device for stock backtesting as described in claim 5, wherein the single price line chart and the backtest entry and exit data table have two-way interactive visual effect feedback when they are operated individually. A data visualization device for stock backtesting as described in claim 1, wherein the backtesting line chart marking module further includes: generating a return rate switch to be displayed on the backtesting view, the return rate switch is used to receive an on command or a off command to turn on or off a return rate bar chart superimposed on the single price line chart. A data visualization device for stock backtesting as described in claim 7, wherein when the return rate bar chart is superimposed and displayed on the single price line chart, the vertical axis coordinate label of the single price line chart displays a return rate label on one side corresponding to a return rate of the return rate bar chart, and displays a price label on the other side corresponding to the price line. A data visualization device for stock backtesting as described in claim 7, wherein the return rate bar graph includes one or more return rate bars, one return rate bar represents a complete transaction, the width of the return rate bar represents a time span from the entry time to the exit time, and the length of the return rate bar represents the return rate of the current transaction, the length of the return rate bar above a return rate baseline represents a positive return rate, and the length of the return rate bar below the return rate baseline represents a negative return rate. A data visualization device for stock backtesting as described in claim 7, wherein the return column belonging to the positive return is marked with a first color, and the return column belonging to the negative return is marked with a different second color. A data visualization method for stock backtesting is applied to a device, the device comprising a communication module, a memory and a screen, the method comprising: establishing a connection with a server; generating a backtesting view, and receiving a financial product, a trading strategy and a time range selection to form a backtesting instruction; uploading the backtesting instruction to the server; downloading backtesting data corresponding to the backtesting instruction from the server, the backtesting data comprising an entry time, an entry time, and a time range selection; A market price, an exit time, an exit price and a rate of return; downloading a historical quotation data of the financial product from the server and generating a single price line chart based on it and displaying it on the backtest view, the single price line chart includes a price line; and, according to the backtest data, a corresponding buy symbol and a sell symbol are generated and marked at corresponding positions on the price line, the buy symbol corresponds to the market entry time, and the sell symbol corresponds to the exit time. The data visualization method for stock backtesting as described in claim 11, wherein the single price line chart is a closing price line chart or an average price line chart. A data visualization method for stock backtesting as described in claim 11, wherein the backtesting view displays a plurality of preset trading strategy buttons, each of which represents a different trading strategy and includes: an entry strategy and an exit strategy, and each of the entry strategy and the exit strategy includes one to multiple filtering conditions and corresponding one to multiple parameters. The data visualization method of stock backtesting as described in claim 11 further comprises: receiving a click instruction of one of the preset trading strategy buttons to generate the corresponding backtesting instruction and uploading it to the server, then downloading the backtesting data corresponding to the backtesting instruction and generating the single price line chart corresponding to one of the trading strategy buttons and marking the corresponding buy symbol and sell symbol accordingly. The data visualization method of stock backtesting as described in claim 11 further includes: generating a backtesting entry and exit data table based on the backtesting data and displaying it on the backtesting view, wherein the backtesting entry and exit data table presents the entry time, the entry price, the exit time, the exit price and the trading strategy of the backtesting data in a tabular form. The data visualization method for stock backtesting as described in claim 15, wherein the single price line chart and the backtest entry and exit data table have two-way interactive visual effect feedback when being operated. The data visualization method of stock backtesting as described in claim 11 further includes: Generate a return rate switch to be displayed on the backtesting view, the return rate switch is used to receive an opening instruction or a closing instruction to open or close a return rate bar chart superimposed on the single price line chart. A data visualization method for stock backtesting as described in claim 17, wherein when the return rate bar chart is superimposed and displayed on the single price line chart, the vertical axis coordinate label of the single price line chart displays a return rate label on one side corresponding to a return rate of the return rate bar chart, and displays a price label on the other side corresponding to the price line. A data visualization method for stock backtesting as described in claim 17, wherein the return rate bar chart includes one or more return rate bars, one return rate bar represents a complete transaction, the width of the return rate bar represents a time span from the entry time to the exit time, and the length of the return rate bar represents the return rate of the transaction, the length of the return rate bar above a return rate baseline represents a positive return rate, and the length of the return rate bar below the return rate baseline represents a negative return rate. The data visualization method of stock backtesting as described in claim 17, wherein the return column belonging to the positive return rate is marked with a first color, and the return column belonging to the negative return rate is marked with a different second color. A computer program product is installed in a device having a processor, a memory and a screen. The computer program product is stored in the memory and can be run on the processor. When the processor executes the computer program product, the steps of the data visualization method of stock backtesting in claim 11 to claim 20 are implemented.