TWI888139B - Method, computing device, non-transitory computer-readable recording medium, and computer program product for evaluating investment strategy - Google Patents

Abstract

The present application provides a method for evaluating an investment strategy, which is suitable for being performed by a computing device. The method includes receiving a plurality of financial commodity object that includes a first financial commodity object and a second financial commodity object; displaying a first return-on-investment display block and a second return-on-investment display block on at least one timeline track; receiving a first display block change command or a second display block change command; dynamically adjusting the position of the first return-on-investment display block or the second return-on-investment display block; determining whether the first return-on-investment display block and the second return-on-investment display block overlap or not; combining the first financial commodity object and the second financial commodity object into a financial commodity portfolio object when the first financial commodity object overlaps with the second financial commodity object, and then generating an investment portfolio data set; generating a return-on-investment portfolio data set based on the investment portfolio data set; and displaying the return-on-investment portfolio data set within a return-on-investment portfolio display block and displaying the return-on-investment portfolio display block on the at least one timeline track. Thereby, the method can be used for evaluating the effect of the investment strategy and solve the problem that the user can’t combine financial commodities to evaluate the investment strategy. In addition, a computing device, a non-transitory computer-readable recording medium, and a computer program product for displaying a financial commodity are also provided.

Description

Method, computer device, non-transitory computer-readable recording medium, and computer program product for evaluating investment strategies

The present application relates to an evaluation method, a computer device, a non-transitory computer-readable recording medium, and a computer program product, and in particular to a method, a computer device, a non-transitory computer-readable recording medium, and a computer program product for evaluating an investment strategy.

Since the historical data of various financial products (such as stocks, funds, index stock funds and other financial investment items, but not limited to these) can be recorded and stored in a database (such as a financial product database), the computer device can search the database for the historical data of each financial product (such as each historical data of a certain financial product within a specific time range), and then organize these historical data into charts (such as trend charts) for investors' reference.

In practice, most investors will observe the trend charts of financial products and calculate the investment returns of financial products to evaluate the quality of financial products and then review whether their investment strategies meet expectations. Currently, investors can observe the trend charts of various financial products and calculate the investment returns of various financial products on some trading platforms or stock market software.

Although learning technology can organize the historical data of each financial product into charts, it can only present the trend chart of each financial product individually, which causes a lot of inconvenience to users, and thus results in users only being able to evaluate the effectiveness of investment strategies one by one based on the trend chart of each financial product.

Therefore, how to solve the defects existing in the known technology and allow users to arbitrarily and freely combine various financial product objects, and then observe the trend chart of the combined financial product objects to evaluate the effectiveness of investment strategies, thereby increasing the user's operational flexibility and practicality, has become a problem that this technical field urgently hopes to solve.

To solve the above problem, the present application provides a method for evaluating an investment strategy, which is suitable for being executed by a computer device. The method comprises: receiving a plurality of financial product objects, wherein the plurality of financial product objects include a first financial product object and a second financial product object, and the first financial product object and the second financial product object respectively include at least one financial product selection result, displaying a first investment return rate display block of the first financial product object and a second investment return rate display block of the second financial product object on at least one time axis, wherein a first left boundary and a second left boundary of the first investment return rate display block are respectively displayed on at least one time axis. The first right boundary corresponds to the first start time information and the first end time information of the first financial product object on at least one time axis, and the second left boundary and the second right boundary of the second investment return rate display block correspond to the second start time information and the second end time information of the second financial product object on at least one time axis, respectively, receiving a first display block change instruction for the first investment return rate display block, or receiving a first display block change instruction for the second investment return rate display block. a second display block change instruction, dynamically adjusting the position of the first investment return rate display block according to the first display block change instruction, or dynamically adjusting the position of the second investment return rate display block according to the second display block change instruction, determining whether the first investment return rate display block and the second investment return rate display block overlap, and when the first investment return rate display block and the second investment return rate display block overlap, combining the first financial product object and the second financial product object into a financial product object; The method comprises generating an investment portfolio information set of the financial product portfolio item according to the first financial product object and the second financial product object, generating an investment return rate combination information set of the financial product portfolio item according to the investment portfolio information set of the financial product portfolio item, and displaying the investment return rate combination information set of the financial product portfolio item in an investment return rate combination display block of the financial product portfolio item, and displaying the investment return rate combination display block on at least one time axis track.

In some embodiments, the step of dynamically adjusting the position of the first ROI display block according to the first display block change instruction or dynamically adjusting the position of the second ROI display block according to the second display block change instruction includes: determining whether the selected position is located in a first middle area of the first ROI display block or a second middle area of the second ROI display block; When the selected position is within the first middle area of the first ROI display block, the position of the first ROI display block is dynamically adjusted according to the first display block change instruction; and when the selected position is within the second middle area of the second ROI display block, the position of the second ROI display block is dynamically adjusted according to the second display block change instruction.

In some embodiments, when the first return on investment display block overlaps with the second return on investment display block, the step of combining the first financial product object and the second financial product object into a financial product combination object includes: when the first left area of the first return on investment display block overlaps with the second right area of the second return on investment display block, combining the first financial product object and the second financial product object into the financial product combination object according to a combination order, wherein the combination order from left to right is the second financial product object and the first financial product object.

In some embodiments, the plurality of financial product objects further include a third financial product object, and the method further includes: displaying a third investment return rate display block of the third financial product object on at least one time axis, wherein a third left boundary and a third right boundary of the third investment return rate display block correspond to third start time information and third end time information of the third financial product object on at least one time axis, respectively; receiving a third display block change instruction for the third investment return rate display block, or receiving a fourth display block change instruction for the investment return rate combination display block. Instructions, dynamically adjust the position of the third investment return rate display block according to the third display block change instruction, or dynamically adjust the position of the investment return rate combination display block according to the fourth display block change instruction, determine whether the third investment return rate display block and the investment return rate combination display block overlap, and when the third investment return rate display block and the investment return rate combination display block overlap, display the investment return rate information set of the third financial product object together with the investment return rate combination information set of the financial product combination object in the investment return rate combination display block of the financial product combination object.

In some embodiments, the method further includes: setting a restriction condition: setting an amount restriction condition for each financial product selection result in the financial product combination, wherein the amount restriction condition is in compliance with the amount increment unit; setting an investment portfolio: setting the investment amount of each financial product selection result in the financial product combination to an amount that complies with the amount restriction condition; generating an expected return data set: in the financial product combination, calculating the investment weight by the proportion of the individual investment amount of each financial product selection result in the financial product combination to the total investment amount, and each financial product selection result in the financial product combination corresponds to the historical return data extracted from the financial product database with the individual investment amount. The method comprises the following steps: generating an expected return data set by generating an expected return data set, and calculating the investment weight by the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount, wherein the expected return data set includes the estimated annualized return rate, the estimated annualized standard deviation and the estimated annualized Sharpe value; randomly generating a set: repeatedly executing the steps of portfolio setting and generating the expected return data set by changing the incremental amount, and randomly generating a set including a plurality of financial product portfolios; and quasi-efficiency allocation: estimating the financial product portfolios whose estimated annualized Sharpe values meet the estimation conditions as quasi-efficiency allocators, and generating a quasi-efficiency allocation data set of quasi-efficiency allocation objects of the financial product portfolio.

In some embodiments, the method further includes: calculating the slope: sorting the estimated annualized standard deviations of the plurality of financial product combinations by size, taking the financial product combination whose estimated annualized standard deviation meets the first condition as the initial benchmark point, and calculating the slopes according to the estimated annualized rate of return and the estimated annualized standard deviation of the remaining financial product combinations and the estimated annualized rate of return and the estimated annualized standard deviation corresponding to the initial benchmark point, and then sorting the slopes by size to sort the slopes from the plurality of financial product combinations by size. A financial product combination item whose slope meets the second condition is obtained from a plurality of financial product combinations and is considered to meet the estimation condition; and a loop operation: among a plurality of financial product combinations, those with a return rate lower than the slope meeting the second condition are eliminated to update the set, and the financial product combination item whose slope meets the second condition is used as an updated reference point to replace the initial reference point, and then the step of calculating the slope is returned to obtain the next financial product combination item whose slope meets the second condition.

In some embodiments, the method further includes: displaying the class efficiency configuration data set of the financial product combination class efficiency configuration object together with the investment return rate combination information set of the financial product combination object in the investment return rate combination display area of the financial product combination object.

In some embodiments, the method further includes: transmitting the financial product component to a financial product trading platform.

Additionally, the present application also provides a computer device for evaluating investment strategies, which includes a storage module and a processing module. The storage module is configured to store a computer program product. The processing module is configured to be coupled to the storage module. After the processing module loads and executes the computer program product, the processing module can execute any of the methods for evaluating investment strategies described in the present application.

Additionally, the present application also provides a non-transitory computer-readable recording medium for evaluating investment strategies. After a computer device loads a computer program product stored in the non-transitory computer-readable recording medium and executes the computer program product, the computer device can execute any of the methods for evaluating investment strategies described in the present application.

Additionally, the present application also provides a computer program product for evaluating investment strategies. After a computer device loads the computer program product and executes the computer program product, the computer device can execute any of the methods for evaluating investment strategies described in the present application.

Thus, the technical means provided by this application can produce beneficial effects that cannot be achieved by previous technologies. Specifically, one beneficial effect that can be achieved by this application is that users can arbitrarily and freely combine various financial product objects, and then observe the trend chart of the combined financial product objects (i.e., financial product combination objects) to evaluate the effectiveness of investment strategies, thereby increasing the user's operational flexibility and practicality.

The present application will be described in detail through the embodiments described below and the attached drawings to help those with ordinary knowledge in the technical field to which the present application belongs to understand the purpose, features and effects of the present application.

It should be noted that the various steps described in the present application may be executed sequentially, in reverse order, or by appropriately changing or skipping the order during the control process. It should be noted that "the first step may be executed after the second step" described in the present application may be expressed as "directly executing the first step after executing the second step" and/or "after executing the second step, first executing other steps (such as the third step) and then executing the first step".

In addition, in the description of the present application, it should be noted that terms such as "first", "second" and "third" are used to distinguish between elements, rather than to limit the elements themselves or to indicate a specific order of the elements. It should be noted that in the description as described below, the same elements or steps can be represented by the same numbers.

In addition, the term "coupled" described in the present application may be expressed as "directly connected" and/or "indirectly connected." Specifically, "a first element is configured to be coupled to a second element" may be expressed as "the first element is configured to be directly connected to the second element" and/or "the first element is configured to be indirectly connected to the second element."

Please refer to FIG. 1, which is a block diagram of a computer device 200 for evaluating investment strategies according to an embodiment of the present application. Taking FIG. 1 as an example, the computer device 200 may include a receiving module 210, a processing module 220, a storage module 230, and a display module 240, so that the computer device 200 can execute the computer program product stored in the storage module 230 through the processing module 220, and then execute the various steps in the method for evaluating investment strategies described in the present application through the processing module 220. In some embodiments, the computer device 200 can be, for example, a desktop computer, a laptop computer, a smart phone, a tablet computer, etc., but is not limited thereto.

Taking FIG. 1 as an example, the computer device 200 can be further configured to be coupled to the server 100, so as to search for the historical data of each financial product (e.g., each historical data of a certain financial product) from the financial product database 110 of the server 100, and then organize these historical data into charts (e.g., trend charts of financial product objects) for investors to refer to. In some embodiments, the server 100 can be a computer device capable of storing files, which can be a physical server host or a virtual cloud server, but is not limited thereto.

In some embodiments, the computer device 200 can be coupled to the server 100 via a physical signal line and/or a virtual signal line. In some embodiments, the physical signal line can be, for example, a network signal line that complies with the Internet protocol, but is not limited thereto. In some embodiments, the virtual signal line can be, for example, Wi-Fi, 4G/5G/6G, etc. that complies with the wireless communication protocol, but is not limited thereto.

In some embodiments, the computer device 200 can search for historical data of each financial product from the financial product database 110 according to the user's selection result, and can further store the historical data of the selected financial product in the cache memory (CACHE) of the computer device 200, so that the computer device 200 can directly use the historical data of the financial product stored in the CACHE, thereby being able to more quickly generate a trend chart of the financial product object (or financial product combination item) and/or the overall return on investment of the financial product object (or financial product combination item).

The receiving module 210 may be configured to receive user operations. Taking a desktop computer as an example, since the computer device 200 can be coupled to an input/output tool (such as an optical mouse) through an input/output port, the computer device 200 can receive user operations through the receiving module 210. Again, taking a tablet computer as an example, since the display module 240 of the computer device 200 is a touch panel, the computer device 200 can receive user operations through the receiving module 210. In some embodiments, the user operations may be, for example, moving a mouse cursor, clicking, dragging, etc., but are not limited thereto.

Additionally, the receiving module 210 may be further configured to receive a financial product selection result. More specifically, since the computer device 200 is coupled to the server 100, the receiving module 210 may receive one or more financial product selection results from the financial product database 110. The financial product selection result may be a financial investment item selected by the user, such as stocks, funds, index stock funds, but is not limited thereto.

The storage module 230 may be configured to store a computer program product, wherein the computer program product may be one or more lines of program code and/or an instruction set. More specifically, the storage module 230 may be further configured to store a specific computer program product, so that the processing module 220 can perform specific steps after loading and executing the computer program product, thereby implementing any of the methods for evaluating investment strategies described in the present application.

In some embodiments, the storage module 230 may include one or more non-volatile memories and one or more volatile memories. In some embodiments, the volatile memory may be a finished product known to a person of ordinary skill in the art to which the present application belongs, such as various types of dynamic random access memory (DRAM) or static random access memory (SRAM), etc., but not limited thereto. In some embodiments, the non-volatile memory may be a finished product known to a person of ordinary skill in the art to which the present application belongs, such as various types of read-only memory (ROM) or flash memory, etc., but not limited thereto. In some embodiments, the computer program product may be stored in a non-volatile memory (such as a ROM).

The processing module 220 can be configured to be coupled to the storage module 230, so that the processing module 220 can load and execute the computer program product stored in the storage module 230, and then execute specific steps. Additionally, the processing module 220 can be configured to be coupled to the receiving module 210, so that the processing module 220 can receive the user's operation through the receiving module 210, and then execute corresponding steps according to the received user's operation. Additionally, the processing module 220 can be configured to be coupled to the display module 240, so that the processing module 220 can display specific objects and/or calculation results through the display module 240. In some embodiments, the processing module 220 may be a finished product known to a person of ordinary skill in the art to which the present application belongs, such as various types of central processing units (CPUs) or graphics processing units (GPUs), but is not limited thereto.

The display module 240 may be configured to be coupled to the processing module 220, and may be configured to display on the screen, for example, a time axis track, financial product objects, financial product combination objects, return on investment display blocks, return on investment combination display blocks, investment combination information sets, return on investment information sets, return on investment combination information sets, financial product selection results, etc. In some embodiments, the display module 240 may be a finished product known to a person of ordinary skill in the art to which the present application belongs, such as various types of displays or display panels, etc., but is not limited thereto.

Thus, any of the methods for evaluating investment strategies described in the present application can be implemented through the computer device 200 as shown in FIG. 1 , so that the user can arbitrarily and freely combine various financial product objects, and then observe the trend chart of the combined financial product objects (i.e., financial product combination objects) to evaluate the effectiveness of the investment strategy, thereby increasing the user's operational flexibility and practicality.

In some embodiments, the computer device 200 can also be coupled to the financial product trading platform 900 via a physical signal line and/or a virtual signal line, so that the computer device 200 can transmit the financial product combination that meets the user's expectations to the financial product trading platform 900. After receiving the financial product combination, the financial product trading platform 900 can store the received financial product combination in a specific database, so that the user can directly read the received financial product combination when operating the financial product trading platform 900 to buy and sell financial products, and then place an order according to the received financial product combination, thereby increasing the user's operational convenience and practicality. In some embodiments, the financial product trading platform 900 may be a finished product known to a person of ordinary skill in the art to which the present application belongs, such as an online banking application, but not limited thereto.

Please refer to FIG. 2, which is a flow chart of a method for evaluating an investment strategy according to the first embodiment of the present application. The method for evaluating an investment strategy shown in FIG. 2 can be executed through the processing module 220 shown in FIG. 1, thereby increasing the user's operational flexibility and practicality. The method shown in FIG. 2 may include steps S210, S220, S230, S240, S250, S260, S270, and S280.

In step S210, a plurality of financial product objects are received, wherein the plurality of financial product objects include a first financial product object and a second financial product object, and the first financial product object and the second financial product object each include at least one financial product selection result. More specifically, since the computer device 200 is coupled to the server 100, the receiving module 210 can receive one or more financial product selection results from the financial product database 110, and create an object as the first financial product object and/or the second financial product object according to the selected financial product selection result through the processing module 220. The financial product selection result can be a financial investment item selected by the user, such as stocks, funds, index stock funds, but is not limited thereto. Then, after executing a specific program code or instruction set, the processing module 220 can receive a plurality of financial product objects and perform subsequent operations on the received plurality of financial product objects.

In some embodiments, the user can independently set the amount invested in each financial product selection result, so that the processing module 220 can adjust the proportion between each financial product selection result in each financial product object according to the amount invested in each financial product selection result, so that the user can comprehensively evaluate the effectiveness of the investment strategy, thereby increasing the user's operational flexibility and practicality.

Additionally, the user can independently set the start date and end date of each financial product object, so that the processing module 220 can further create financial product objects within a specific time range according to the start time information and end time information set by the user.

In step S220, the first return on investment display block and the second return on investment display block are displayed on the time axis track. In some embodiments, step S220 can be executed after step S210. More specifically, after receiving the first financial product object and the second financial product object, the processing module 220 can display the first return on investment display block of the first financial product object and the second return on investment display block of the second financial product object on at least one time axis track. Furthermore, the first left boundary and the first right boundary of the first investment return rate display block correspond to the first start time information and the first end time information of the first financial product object on the time axis, respectively; and the second left boundary and the second right boundary of the second investment return rate display block correspond to the second start time information and the second end time information of the second financial product object on the time axis, respectively.

In step S230, a first display block change instruction or a second display block change instruction is received. In some embodiments, step S230 may be executed after step S220. More specifically, processing module 220 may receive a display block change instruction for a return on investment display block. For example, processing module 220 may receive a first display block change instruction for a first return on investment display block, or processing module 220 may also receive a second display block change instruction for a second return on investment display block.

Since the user can operate the content displayed on the screen by means of an optical mouse or a touch screen, the processing module 220 can generate corresponding instructions according to the user's operation, and then receive a display block change instruction for the return on investment display block. In some embodiments, the display block change instruction can be determined according to the user's block drag operation. It should be noted that the "block drag operation" described in this application refers to the user's operation of clicking and dragging the middle area of the return on investment display block of the financial product object (i.e., the area in the return on investment display block except the left and right areas of the return on investment display block).

In step S240, the position of the first ROI display block or the second ROI display block is dynamically adjusted. In some embodiments, step S240 may be executed after step S230. More specifically, the processing module 220 may dynamically adjust the position of the ROI display block according to the received display block change instruction. For example, the processing module 220 dynamically adjusts the position of the first ROI display block according to the received first display block change instruction, or the processing module 220 may also dynamically adjust the position of the second ROI display block according to the received second display block change instruction.

In some embodiments, the processing module 220 may determine whether the selected position of the first display block change instruction is located within the first middle area of the first return on investment display block. Then, when the selected position of the first display block change instruction is located within the first middle area of the first return on investment display block, the processing module 220 may dynamically adjust the position of the first return on investment display block according to the first display block change instruction. In addition, in some embodiments, the processing module 220 may also determine whether the selected position of the second display block change instruction is located within the second middle area of the second return on investment display block. Then, when the selection position of the second display block change instruction is located within the second middle area of the second ROI display block, the processing module 220 can dynamically adjust the position of the second ROI display block according to the second display block change instruction.

In step S250, it is determined whether the first ROI display block and the second ROI display block overlap. In some embodiments, step S250 may be executed after step S240. More specifically, after the position of the first ROI display block or the position of the second ROI display block is adjusted according to the user's drag operation, the processing module 220 may determine whether the first ROI display block and the second ROI display block overlap.

In step S260, when the first return on investment display block overlaps with the second return on investment display block, the first financial product object and the second financial product object are combined into a financial product combination object. In some embodiments, step S260 can be executed after step S250. More specifically, when the processing module 220 determines that the first return on investment display block overlaps with the second return on investment display block, the processing module 220 can combine the first financial product object and the second financial product object into a financial product combination object. Then, the processing module 220 can generate an investment portfolio information set of the financial product combination object based on the data of the first financial product object and the data of the second financial product object.

Taking the combination of two financial product objects as an example, the processing module 220 may connect the first financial product object to the second financial product object, or connect the second financial product object to the first financial product object, so as to combine the first financial product object and the second financial product object into a financial product combination object. Taking the first financial product object to the second financial product object as an example, the processing module 220 may use the start time information of the second financial product object as the start time integration information of the financial product combination object and use the end time information of the first financial product object as the end time integration information of the financial product combination object, and then create a financial product combination object that first invests in the second financial product object and then invests in the first financial product object according to the start time integration information and the end time integration information, so as to combine the first financial product object and the second financial product object into a financial product combination object.

Next, the processing module 220 can generate an investment portfolio information set of the financial product combination item based on at least two financial product objects. Furthermore, taking the aforementioned combination pattern (i.e., the first financial product object follows the second financial product object) as an example, the processing module 220 can integrate the data of the first financial product object within the first time range and the data of the second financial product object within the second time range into the investment portfolio information set of the financial product combination item. Please refer to Table (1) for the data of the first financial product object within the first time range and the data of the second financial product object within the second time range, and please refer to Table (2) for the content of the investment portfolio information set of the financial product combination item. Table (1): Data of transaction amount of financial product objects (unit: yuan) Table 2: Contents of the portfolio information set of financial product portfolio items (return on investment)

In step S270, the investment return rate combination information set of the financial product combination is generated according to the investment combination information set of the financial product combination. In some embodiments, step S270 can be executed after step S260. More specifically, the processing module 220 can perform a series of operations on the investment return rate and proportion of each financial product object in the financial product combination, and then calculate the investment return rate combination information set of the financial product combination. Please refer to Table (III) for the calculation results of the investment return rate combination information set of the financial product combination.

Taking the investment return rate on September 30, 2010 as an example, the processing module 220 first calculates the product of each financial product selection result and each proportion in the second financial product object, and then sums up the results of each product to calculate the investment return rate of the financial product combination. That is, 5.7863%=(6.4642%×60%)+(4.7695%×40%). Again, taking March 31, 2011 as an example, the investment return rate of the financial product combination is 0.4148%=(-1.0039%×60%)+(2.5429%×40%).

Furthermore, taking the aforementioned combination pattern (i.e., the first financial product object follows the second financial product object) as an example, since the investment strategy will be converted from the second financial product object to the first financial product object, the processing module 220 will first calculate the product of each financial product selection result and each proportion in the first financial product object, and then add up the results of each product, and then perform weighted calculation with the final investment return rate of the second financial product, and then calculate the investment return rate of the financial product combination. More specifically, taking April 29, 2011 as an example, the investment return rate of the financial product combination is 5.4613%={[(8.2242%×50%)+(1.8270%×50%)+1]×(0.4148%+1)}-1. Again, taking November 30, 2011 as an example, the investment return rate of the financial product portfolio is -11.6937%={[(-16.9890%×50%)+(-7.1280%×50%)+1]×(0.4148%+1)}-1. Table 3: Investment return rate combination information set of financial product portfolio

In step S280, the investment return rate combination information set of the financial product component is displayed in the investment return rate combination display block of the financial product component. In some embodiments, step S280 can be executed after step S270. More specifically, the processing module 220 can display the investment return rate combination information set of the financial product component generated by executing step S270 in the investment return rate combination display block of the financial product component. Then, the processing module 220 can display the investment return rate combination display block of the financial product component on the time axis track. In some embodiments, the processing module 220 can simulate the points corresponding to each piece of data in the investment return rate combination information set of the financial product combination item into a line, and then present the investment return rate combination information set of the financial product combination item in the form of a trend chart. In some embodiments, since the processing module 220 can calculate the overall investment return rate of the financial product combination item between the start time integrated information and the end time integrated information according to the investment return rate combination information set of the financial product combination item, the processing module 220 can also display the calculation result of the overall investment return rate in the investment return rate combination display block of the financial product combination item.

Thus, through the method for evaluating investment strategies as shown in FIG. 2 , users can arbitrarily and freely combine various financial product objects, and then observe the trend chart of the combined financial product objects (i.e., financial product combination objects) to evaluate the effectiveness of the investment strategy, thereby increasing the user's operational flexibility and practicality.

Additionally, the method for evaluating investment strategies as shown in FIG. 2 allows the user to more intuitively and conveniently adjust the position of the financial product object on the time axis by dragging a block, thereby allowing the user to more conveniently, intuitively, and effectively combine the first financial product object and the second financial product object into a financial product combination object, thereby increasing the user's operational convenience.

Please refer to FIG. 3A and FIG. 3B , which are schematic diagrams of combining a first financial product object 320A and a second financial product object 320B into a financial product combination object 420 according to the first embodiment of the present application.

First, please refer to FIG. 3A . After executing steps S210 to S220, the processing module 220 may display the investment return rate display blocks (i.e., the first investment return rate display block 330A and the second investment return rate display block 330B) corresponding to the received plurality of financial product objects (i.e., the first financial product object 320A and the second financial product object 320B) on at least one of the created time axis tracks (i.e., the first time axis track 310A, the second time axis track 310B and the third time axis track 310C).

Next, the processing module 220 may receive a first display block change instruction according to the user's block dragging operation, and then dynamically adjust the position of the first investment return rate display block 330A of the first financial product object 320A according to the first display block change instruction. Next, when the first left side area 321A or the first right side area 322A of the first investment return rate display block 330A of the first financial product object 320A overlaps with the second left side area 321B or the second right side area 322B of the second investment return rate display block 320C of the second financial product object 320B, the processing module 220 may further combine the first financial product object 320A with the second financial product object 320B and generate a financial product combination object. In some embodiments, the processing module 220 may define the first left region 321A, the first right region 322A, the second left region 321B, and the second right region 322B according to preset pixel values.

Finally, please refer to FIG. 3B . Since the first left area 321A of the first ROI display block 330A of the first financial product object 320A overlaps with the second right area 322B of the second ROI display block 320C of the second financial product object 320B, the processing module 220 can combine the first financial product object 320A and the second financial product object 320B according to the combination order of the second financial product object 320B first and the first financial product object 320A later, and generate a financial product combination object 420. Next, the processing module 220 may use the start time information of the second financial product object 320B as the start time integration information of the financial product component 420 and the end time information of the first financial product object 320A as the end time integration information of the financial product component 420, and then create the investment return rate combination display block 430 of the financial product component 420 according to the start time integration information and the end time integration information. Next, after executing steps S270 and S280, the processing module 220 may display the generated ROI combination information set of the financial product component 420 in the ROI combination display block 430 of the financial product component 420, and display the ROI combination display block 430 of the financial product component 420 on the third time axis track 310C.

Similarly, when the first right area 322A of the first investment return rate display block 330A of the first financial product object 320A overlaps with the second left area 321B of the second investment return rate display block 320C of the second financial product object 320B, the processing module 220 can combine the first financial product object 320A and the second financial product object 320B according to the combination order of the first financial product object 320A first and the second financial product object 320B later, and generate a financial product combination object.

Thereby, the computer device 200 can further combine the financial product objects according to the combination order determined by the user, and generate financial product combination objects of various combinations, so that the user can observe the trend charts of the financial product combination objects of various combinations to evaluate the effectiveness of the investment strategy, thereby increasing the user's operational flexibility and practicality.

Please refer to FIG. 4, which is a flow chart of a method for evaluating an investment strategy according to a second embodiment of the present application. The method for displaying financial products shown in FIG. 4 can be executed by the processing module 220 shown in FIG. 1. The method shown in FIG. 4 can include the steps shown in FIG. 2, and further includes steps S410, S420, S430, S440 and S450.

In some embodiments, the received plurality of financial product objects may further include a third financial product object, a fourth financial product object, or a fifth financial product object, etc.

In step S410, the third return on investment display block is displayed on the time axis. In some embodiments, step S410 may be executed after step S210. More specifically, after receiving the third financial product object, the processing module 220 may display the third return on investment display block of the third financial product object on the time axis. Furthermore, the third left boundary and the third right boundary of the third return on investment display block correspond to the third start time information and the third end time information of the third financial product object on the time axis, respectively.

In step S420, a third display block change instruction or a fourth display block change instruction is received. In some embodiments, step S420 may be executed after step S410. More specifically, processing module 220 may receive a display block change instruction for a return on investment display block. For example, processing module 220 may receive a third display block change instruction for a third return on investment display block, or processing module 220 may also receive a fourth display block change instruction for a return on investment combination display block.

Since the user can operate the content displayed on the screen by means of an optical mouse or a touch screen, the processing module 220 can generate corresponding instructions according to the user's operation, and then receive a display block change instruction for the return on investment display block. In some embodiments, the display block change instruction can be determined according to the user's block drag operation.

In step S430, the position of the third ROI display block or the ROI combination display block is dynamically adjusted. In some embodiments, step S430 may be executed after step S420. More specifically, the processing module 220 may dynamically adjust the position of the ROI display block according to the received display block change instruction. For example, the processing module 220 dynamically adjusts the position of the third ROI display block according to the received third display block change instruction, or the processing module 220 may also dynamically adjust the position of the ROI combination display block according to the received fourth display block change instruction.

In some embodiments, the processing module 220 may determine whether the selected position of the third display block change instruction is located within the third middle area of the third return on investment display block. Then, when the selected position of the third display block change instruction is located within the third middle area of the third return on investment display block, the processing module 220 may dynamically adjust the position of the third return on investment display block according to the third display block change instruction. In addition, in some embodiments, the processing module 220 may also determine whether the selected position of the fourth display block change instruction is located within the middle area of the combination block in the return on investment combination display block. Next, when the selection position of the fourth display block change instruction is located in the middle area of the combination block in the ROI combination display block, the processing module 220 can dynamically adjust the position of the ROI combination display block according to the fourth display block change instruction.

In step S440, it is determined whether the third ROI display block overlaps with the ROI combination display block. In some embodiments, step S440 may be performed after step S430. More specifically, after the position of the third ROI display block or the position block of the ROI combination display block is adjusted according to the user's drag operation, the processing module 220 may determine whether the third ROI display block overlaps with the ROI combination display block.

In step S450, when the third ROI display block overlaps with the ROI combination display block, the ROI information set of the third financial product object and the ROI combination information set of the financial product combination object are displayed together in the ROI combination display block. In some embodiments, step S450 may be executed after step S440. Since the position of the ROI combination display block of the financial product component or the position of the third ROI display block of the third financial product object can be changed according to the user's block dragging operation, when the third ROI display block overlaps with the ROI combination display block, the processing module 220 can display the ROI information set of the third financial product object together with the ROI combination information set of the financial product component in the ROI combination display block of the financial product component, so that the user can compare the financial product component and the third financial product object to evaluate the investment performance of the two, and enable the user to select the one with better investment performance (or the one that better meets the user's expectations) as the future investment strategy.

In some embodiments, the third financial product object may be replaced by another financial product combination object. In other words, the processing module 220 may compare two different financial product combination objects according to the drag operation of the user, so that the user can compare the two different financial product combination objects to evaluate the investment performance of the two, and select the one with better investment performance (or the one that better meets the user's expectations) as the future investment strategy.

Thus, through the method for evaluating investment strategies as shown in FIG. 4 , the user can further compare the financial product combination item with the third financial product item (or compare two different financial product combination items), and then the user can evaluate the investment performance of the two, so as to select the one with better investment performance (or the one that better meets the user's expectations) as the future investment strategy, thereby increasing the user's operational flexibility and practicality.

Please refer to Figures 5A and 5B, which are screen diagrams illustrating displaying the return on investment information set of the third financial product object 320C together with the return on investment combination information set of the financial product combination object 620 in the return on investment combination display area 630 of the financial product combination object 620 according to the second embodiment of the present application.

First, please refer to FIG. 5A . After executing steps S210 to S280, the processing module 220 may combine the first financial product object and the second financial product object of the plurality of financial product objects into a financial product combination object 620, thereby creating an investment return rate combination display block 630 of the financial product combination object 620 and displaying it on the second time axis track 310B.

Next, the processing module 220 may receive a third display block change instruction or a fourth display block change instruction according to the user's block dragging operation, and dynamically adjust the position of the third investment return rate display block 330C of the third financial product object 320C or the position of the investment return rate combination display block 630 of the financial product combination object 620 according to the third display block change instruction or the fourth display block change instruction. Next, when the ROI combination display block 630 of the financial product assembly item 620 overlaps with the third ROI display block 330C of the third financial product object 320C, the processing module 220 may further display the ROI information set of the third financial product object 320C together with the ROI combination information set of the financial product assembly item 620 within the ROI combination display block 630 of the financial product assembly item 620.

Finally, referring to FIG. 5B , the processing module 220 may further display the ROI information set of the third financial product object 320C together with the ROI combination information set of the financial product component 620 in the ROI combination display area 630 of the financial product component 620. Additionally, the processing module 220 may further display the information of the third financial product object 320C and the financial product component 620 in the first data display area 600A and the second data display area 600B, respectively.

Please refer to FIG6, which is a flow chart of a method for evaluating an investment strategy according to a third embodiment of the present application. The method for displaying financial products shown in FIG6 can be executed by the processing module 220 shown in FIG1. The method shown in FIG6 may include the steps shown in FIG2, and further includes steps S610, S620, S630, S640, S650, S660 and S670.

In step S610, the limit condition is set, that is, the amount limit condition is set for each financial product selection result in the financial product combination, wherein the amount limit condition is in accordance with the amount increment unit. In some embodiments, step S610 can be executed after step S280. The amount increment unit is the amount unit of the investment amount of the financial product selection result, which does not need to be converted or processed (such as rounding, or unconditional rounding method and other integer processing), and can be directly invested in the market for purchase.

In some embodiments, the investment amount is the upper limit, lower limit and incremental amount of each financial product selection result of each financial product object in the financial product combination. In some embodiments, the upper limit of the investment amount is set by inputting an input interface; the lower limit and incremental amount are automatically brought out according to the known purchase restrictions and transaction restrictions (such as restrictions announced by securities trading units) of each financial product selection result. The upper limit of the investment amount is used to determine the maximum amount to be invested in the transaction of each financial product selection result of each financial product object in the generated financial product combination (corresponding to the weight of each financial product selection result).

In step S620, the investment portfolio is set, i.e., the investment amount of each financial product selection result in the financial product portfolio is set to an amount that meets the amount limit condition. In some embodiments, step S620 can be executed after step S610. More specifically, the processing module 220 can set the investment amount of each financial product selection result in the financial product portfolio separately, and the set investment amount is an amount that meets the amount limit condition set by executing step S610.

In step S630, an expected return data set is generated, that is, in the financial product portfolio, the investment weight is calculated by the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount, and each financial product selection result in the financial product portfolio corresponds to the historical return data set extracted from the financial product database 110 with the individual investment amount to generate the expected return data set, and the investment weight is calculated by the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount, wherein the expected return data set includes the estimated annualized rate of return, the estimated annualized standard deviation and the estimated annualized Sharpe value. In some embodiments, step S630 can be executed after step S620. The estimated annualized Sharpe value is calculated based on the corresponding estimated annualized standard deviation and estimated annualized rate of return. The calculation process also takes into account the risk-free rate of return, and is used in the Sharpe value calculation process. In this step, the processing module 220 calculates the investment weight based on the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount. In some embodiments, the historical return data set is obtained by extracting the historical return rates corresponding to each financial product selection result from the financial product database 110 in the same time period with overlapping listing time.

In step S640, a collection is randomly generated, that is, the steps of setting the investment portfolio and generating the expected return data set are repeatedly executed by changing the incremental amount, and a collection including a plurality of financial product components is randomly generated. In some embodiments, step S640 can be executed after step S630. In some embodiments, the computer device 200 uses an application to randomly generate the plurality of financial product components, but it is not limited thereto.

In step S650, the slope is calculated, that is, the estimated annualized standard deviation of the plurality of financial product combinations is sorted, and the financial product combination whose estimated annualized standard deviation meets the first condition is used as the initial benchmark point, and the slopes are calculated according to the estimated annualized rate of return and the estimated annualized standard deviation of the remaining financial product combinations and the estimated annualized rate of return and the estimated annualized standard deviation corresponding to the initial benchmark point, and then the slopes are sorted in order to obtain the financial product combination whose slope meets the second condition from the plurality of financial product combinations, and to be considered as meeting the estimation condition. In some embodiments, step S650 can be executed after step S640. In some embodiments, the financial product portfolio item that meets the first condition may be a financial product portfolio item with the lowest estimated annualized standard deviation among the plurality of financial product portfolio items.

Continuing from the above, the slopes are calculated based on the estimated annualized rate of return and the estimated annualized standard deviation of the remaining financial product portfolio items and the estimated annualized rate of return and the estimated annualized standard deviation corresponding to the initial benchmark point, and then the slopes are sorted in order to obtain the one with the highest slope from the multiple financial product portfolio items, which meets the second condition.

In step S660, a loop operation is performed, that is, among a plurality of financial product combinations, those with a rate of return lower than the slope that meets the second condition are eliminated to update the set, and the financial product combination with a slope that meets the second condition is used as the updated reference point to replace the initial reference point, and then the step of calculating the slope is returned to obtain the next financial product combination with a slope that meets the second condition. In some embodiments, step S660 can be executed after step S650. The one that meets the second condition, in addition to the financial product combination with the highest slope mentioned above, can also be one whose estimated annualized standard deviation is lower than the slope that meets the second condition, and one whose estimated annualized rate of return is higher than the slope that meets the second condition, as the one with a lower rate of return, so as to be eliminated from the set.

In step S670, the quasi-efficiency configuration, i.e., the financial product portfolio objects whose estimated annualized Sharpe values in the set meet the estimation conditions, are estimated as quasi-efficiency configuration objects, and a quasi-efficiency configuration data set of the financial product portfolio quasi-efficiency configuration objects is generated. In some embodiments, step S670 can be executed after step S660. In some embodiments, in the step of quasi-efficiency configuration, the slopes corresponding to the initial benchmark point and at least one updated benchmark point are sorted, and the one with the highest estimated annualized Sharpe value is regarded as meeting the estimation conditions, and then the quasi-efficiency configuration data set of the financial product portfolio quasi-efficiency configuration objects is generated according to the one that finally meets the estimation conditions.

It should be noted that other details regarding steps S610, S620, S630, S640, S650, S660 and S670 as shown in Figure 6 can be incorporated into this document by citing patent number I799281 ("Method for estimating investment portfolio based on efficiency-like allocation and non-transitory computer-readable recording medium").

Thus, the method for evaluating investment strategy as shown in FIG6 can be used to further generate a class efficiency configuration data set of the financial product combination class efficiency configuration object for the user. Since the processing module 220 can generate a financial product combination object with better investment results by allocating the investment amount of each financial product selection result of each financial product object in the financial product combination object, the user can further observe the trend chart of the financial product combination class efficiency configuration object to evaluate the effectiveness of the investment strategy, thereby increasing the user's operational flexibility and practicality.

In some embodiments, the processing module 220 may further compare the generated financial product combination efficiency configuration object with the financial product combination object, so that the user can evaluate the investment performance of the two and select the one with better investment performance (or the one that better meets the user's expectations) as the future investment strategy, thereby increasing the user's operational flexibility and practicality.

In some embodiments, after receiving an output request from a user, the processing module 220 may transmit the generated financial product combination items to the financial product trading platform 900 according to the output request, so that the financial product trading platform 900 can store the received financial product combination items in a specific database, so that the user can directly read the received financial product combination items when operating the financial product trading platform 900 to buy and sell financial products, and then place an order based on the received financial product combination items, thereby increasing the user's operational convenience and practicality.

In some embodiments, a person having ordinary knowledge in the technical field to which the present application belongs can use a programming language such as Swift to write program codes or instruction sets, and refer to function libraries such as DPMessageBus, MBProgressHUD (1.2.0), Pageboy (4.0.2), ProgressHUS (13.8.6), RxBinding (0.5.0), RxDataSources (5.0.2), RxGesture (4.0.4), RxSwift (6.6.0), SnapKit (5.7.1) and Tabman (3.0.2) to complete the computer program product for evaluating investment strategies described in the present application, so that a computer device can implement any of the methods for evaluating investment strategies described in the present application after loading and executing the computer program product.

In some embodiments, the various steps in the method for evaluating investment strategies described in this application can be further combined, replaced, repeatedly executed and/or modified to produce new embodiments without exceeding the scope disclosed in this application.

In some embodiments, each step of the method for evaluating investment strategies described in the present application may be stored in a non-transitory computer-readable recording medium, which may be, but is not limited to, a hard disk, an optical disk, a magnetic disk, a flash drive, or a database accessible via a network. After the non-transitory computer-readable recording medium is loaded into a computer program product in the memory of a computer device and the computer program product is executed, any of the methods for evaluating investment strategies described in the present application can be implemented.

In some embodiments, a computer program product for evaluating investment strategies may include various steps in the method for evaluating investment strategies described in the present application, so that after loading and executing the computer program product, a computer device can implement any of the methods for evaluating investment strategies described in the present application.

This application has been further explained through the above-mentioned embodiments and the attached drawings, but those with ordinary knowledge in the technical field to which this application belongs can still make many modifications and changes without violating the scope and spirit proposed in the scope of the patent application of this application. Therefore, the scope of protection of this application should still be based on the scope of the patent application and should not be limited by the content disclosed in the specification.

100: Server 110: Financial product database 200: Computer device 210: Receiving module 220: Processing module 230: Storage module 240: Display module 310A: First time axis track 310B: Second time axis track 310C: Third time axis track 320A: First financial product object 321A: First left area 322A: First right area 320B: Second financial product object 321B: Second left area 322B: Second right area 320C: Third financial product object 330A: First return on investment display area 330B: Second ROI display block 330C: Third ROI display block 420: Financial product combination 430: ROI combination display block 600A: First data display block 600B: Second data display block 620: Financial product combination 630: ROI combination display block 900: Financial product trading platform S210, S220: Steps S230, S240: Steps S250, S260: Steps S270, S280: Steps S410, S420, S430: Steps S440, S450: Steps S610, S620, S630: Steps S640, S650: Steps S660, S670: Steps

FIG. 1 is a block diagram of a computer device for evaluating an investment strategy according to an embodiment of the present application. FIG. 2 is a flow chart of a method for evaluating an investment strategy according to a first embodiment of the present application. FIG. 3A to FIG. 3B are screen diagrams of combining a first financial product object and a second financial product object into a financial product combination object according to the first embodiment of the present application. FIG. 4 is a flow chart of a method for evaluating an investment strategy according to a second embodiment of the present application. FIG. 5A to FIG. 5B are screen diagrams of displaying a return on investment information set of a third financial product object together with a return on investment combination information set of a financial product combination object in a return on investment combination display area of a financial product combination object according to a second embodiment of the present application. FIG6 is a flow chart illustrating a method for evaluating investment strategies according to the third embodiment of the present application.

S210: Step

S220: Step

S230: Step

S240: Step

S250: Steps

S260: Step

S270: Steps

S280: Steps

Claims (11)

A method for evaluating an investment strategy, which is suitable for being executed through a computer device, the method comprising: Receiving a plurality of financial product objects, wherein the plurality of financial product objects include a first financial product object and a second financial product object, and the first financial product object and the second financial product object respectively include at least one financial product selection result; Displaying a first investment return rate display block of the first financial product object and a second investment return rate display block of the second financial product object on at least one time axis, wherein a first left boundary and a first right boundary of the first investment return rate display block correspond to a first start time information and a first end time information of the first financial product object on the at least one time axis, and a second left boundary and a second right boundary of the second investment return rate display block correspond to a second start time information and a second end time information of the second financial product object on the at least one time axis; Receive a first display block change instruction for the first ROI display block, or receive a second display block change instruction for the second ROI display block; Dynamically adjust the position of the first ROI display block according to the first display block change instruction, or dynamically adjust the position of the second ROI display block according to the second display block change instruction; Determine whether the first ROI display block and the second ROI display block overlap; When the first return on investment display block overlaps with the second return on investment display block, the first financial product object and the second financial product object are combined into a financial product combination object, and an investment combination information set of the financial product combination object is generated according to the first financial product object and the second financial product object; An investment return rate combination information set of the financial product combination object is generated according to the investment combination information set of the financial product combination object; and The investment return rate combination information set of the financial product combination object is displayed in an investment return rate combination display block of the financial product combination object, and the investment return rate combination display block is displayed on the at least one time axis track. The method of claim 1, wherein dynamically adjusting the position of the first ROI display block according to the first display block change instruction, or dynamically adjusting the position of the second ROI display block according to the second display block change instruction comprises: Determining whether a selection position is located within a first middle area in the first ROI display block or a second middle area in the second ROI display block; When the selection position is located within the first middle area in the first ROI display block, dynamically adjusting the position of the first ROI display block according to the first display block change instruction; and When the selected position is within the second middle area of the second ROI display block, the position of the second ROI display block is dynamically adjusted according to the second display block change instruction. As described in claim 1, when the first ROI display block overlaps with the second ROI display block, combining the first financial product object and the second financial product object into the financial product combination object comprises: When a first left area of the first ROI display block overlaps with a second right area of the second ROI display block, combining the first financial product object and the second financial product object into the financial product combination object according to a combination order, wherein the combination order is the second financial product object and the first financial product object from left to right. The method as claimed in claim 1, wherein the plurality of financial product objects further include a third financial product object, and the method further includes: Displaying a third investment return rate display block of the third financial product object on the at least one time axis, wherein a third left boundary and a third right boundary of the third investment return rate display block correspond to a third start time information and a third end time information of the third financial product object on the at least one time axis respectively; Receiving a third display block change instruction for the third investment return rate display block, or receiving a fourth display block change instruction for the investment return rate combination display block; Dynamically adjust the position of the third ROI display block according to the third display block change instruction, or dynamically adjust the position of the ROI combination display block according to the fourth display block change instruction; Determine whether the third ROI display block overlaps with the ROI combination display block; and When the third ROI display block overlaps with the ROI combination display block, display an ROI information set of the third financial product object together with the ROI combination information set of the financial product combination object in the ROI combination display block of the financial product combination object. The method as described in claim 1 further includes: Setting a restriction condition: setting an amount restriction condition for each financial product selection result in the financial product combination, wherein the amount restriction condition complies with an amount increment unit; Setting an investment portfolio: setting the investment amount of each financial product selection result in the financial product combination to an amount that complies with the amount restriction condition; Generate an expected return data set: In the financial product portfolio, the investment weight is calculated by the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount, and each financial product selection result in the financial product portfolio corresponds to a historical return data set extracted from a financial product database with an individual investment amount to generate an expected return data set, and the investment weight is calculated by the proportion of the individual investment amount of each financial product selection result in the financial product portfolio to the total investment amount, wherein the expected return data set includes an estimated annualized return rate, an estimated annualized standard deviation and an estimated annualized Sharpe value; Randomly generate a set: repeatedly execute the step of setting the investment portfolio and the step of generating the expected return data set by changing an incremental amount, and randomly generate a set including a plurality of financial product portfolio items; and Quasi-efficiency allocation: estimate the financial product portfolio items in the set whose estimated annualized Sharpe values meet an estimation condition as quasi-efficiency allocators, and generate a quasi-efficiency allocation data set of a financial product portfolio quasi-efficiency allocation object. The method as described in claim 5 further includes: Calculating the slope: sorting the estimated annualized standard deviation of the plurality of financial product combinations by size, taking the financial product combination whose estimated annualized standard deviation meets a first condition as an initial benchmark point, and calculating the slopes based on the estimated annualized rate of return and estimated annualized standard deviation of the remaining financial product combinations and the estimated annualized rate of return and estimated annualized standard deviation corresponding to the initial benchmark point, and then sorting the slopes by size, so as to obtain the financial product combination whose slope meets a second condition from the plurality of financial product combinations, and regard it as meeting the estimation condition; and Loop operation: among the plurality of financial product combinations, remove those with a return rate lower than the slope that meets the second condition to update the set, and use the financial product combination whose slope meets the second condition as an updated reference point to replace the initial reference point, and then return to the step of calculating the slope to obtain the next financial product combination whose slope meets the second condition. The method as described in claim 5 further includes: Displaying the class efficiency configuration data set of the financial product combination class efficiency configuration object together with the investment return rate combination information set of the financial product combination object in the investment return rate combination display area of the financial product combination object. The method as described in claim 1 further includes: Transmitting the financial product component to a financial product trading platform. A computer device for evaluating investment strategies, comprising: a storage module configured to store a computer program product; and a processing module configured to be coupled to the storage module, wherein after the processing module loads and executes the computer program product, the processing module can execute the method for evaluating investment strategies as described in any one of claims 1 to 8. A non-transitory computer-readable recording medium for evaluating investment strategies. After a computer device loads a computer program product stored in the non-transitory computer-readable recording medium and executes the computer program product, the computer device is able to execute a method for evaluating investment strategies as described in any one of claims 1 to 8. A computer program product for evaluating investment strategies. After a computer device loads the computer program product and executes the computer program product, the computer device is capable of executing the method for evaluating investment strategies as described in any one of claims 1 to 8.

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