TWI786327B - Device and method of accessing a multi-functional pop-up window within a level-ii information - Google Patents

Device and method of accessing a multi-functional pop-up window within a level-ii information Download PDF

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TWI786327B
TWI786327B TW108132384A TW108132384A TWI786327B TW I786327 B TWI786327 B TW I786327B TW 108132384 A TW108132384 A TW 108132384A TW 108132384 A TW108132384 A TW 108132384A TW I786327 B TWI786327 B TW I786327B
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quick
order
information
window
module
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TW202111648A (en
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邱宏哲
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三竹資訊股份有限公司
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Priority to CN201911035925.9A priority patent/CN112465580A/en
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    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

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  • Controls And Circuits For Display Device (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • User Interface Of Digital Computer (AREA)
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Abstract

This disclosure is related to a device and method of placing a quick trade order within a level-2 information. The device includes one or more processors, a screen, and a memory. The memory stores an application program. The application program includes a communication module, a login module, a level-2 module, a multi-functional-window module, a quick trade-order module, a quick investment checking module and a quick report module. The disclosure enables user to place a quick trade order, check investment information, check report, cancel the trade order and modify the trade order directly from a level-2 view.

Description

最佳五檔與快捷綜合視窗之裝置與方法 The device and method of the best five gears and shortcut comprehensive window

本發明是關於一種綜合了智慧手機上的金融商品下單交易、回報查詢、刪除委託單及帳務查詢技術,特別是關於一種智慧手機上的最佳五檔與快捷綜合視窗之裝置與方法。 The present invention relates to a technology that integrates financial product order transactions, return inquiries, deletion orders, and account inquiries on smart phones, and particularly relates to a device and method for the best five-level and quick comprehensive window on smart phones.

最佳五檔買賣價量(以下簡稱最佳五檔),係指未成交之最高五檔買單檔位價格與張數以及未成交之最低五檔賣單檔位價格與張數,該資訊可幫助投資者做投資決策參考,決定買進或賣出個股的價位,並可得知委託買賣是否以最好的價格成交,通常是投資者正要下單(即,下委託單)之時會常盯著看的資訊以便掌握最佳的買賣價格。 The best five bid and order volumes (hereinafter referred to as the best five bids) refer to the price and number of unexecuted top five buy orders and the lowest five unexecuted sell orders. This information can help Investors make investment decision-making reference, decide the price to buy or sell individual stocks, and know whether the entrusted transaction is completed at the best price, which is usually when investors are about to place an order (that is, place an order). Keep an eye on the information in order to grasp the best buying and selling prices.

而股票委託單(以下簡稱委託單)係指證券商接受股票投資者(委託人)買進或賣出股票的委託,一般來說,委託單所包含的資訊至少有:委託單號、委託時間、股票名稱/代號、數量、價格、委託有效期限、買入/賣出。投資者在下單之後,委託單即上傳到遠端的交易伺服器,以等待交易市場的撮合,委託單上傳成功後伺服器端即回傳委託回報給客戶端的裝置,交易成功後另回傳成交回報給客戶端的裝置。已上傳成功的委託 單,只要未成交之前都可刪單(即,取消委託單)或改單(即,改量或改價)。 A stock order (hereinafter referred to as an order) refers to a securities firm accepting an order from a stock investor (client) to buy or sell stocks. Generally speaking, the information contained in an order includes at least: order number, commission time , stock name/code, quantity, price, valid period of entrustment, buy/sell. After the investor places an order, the order is uploaded to the remote trading server to wait for the matching of the trading market. After the order is uploaded successfully, the server will send the order back to the device of the client. After the transaction is successful, it will return the transaction The device reported to the client. The commission has been successfully uploaded Orders can be deleted (i.e. cancel the order) or changed (i.e. change the amount or price) as long as the order is not completed.

目前,行動設備金融下單軟體對於最佳五檔買賣資訊與委託單管理(即,刪單與改單)係採取分開處理的方式。例如,先前技術一,中華民國專利公告號I499993,揭示了一種「行動設備金融下單軟體之下單與最佳候選檔次視圖整合裝置及方法」,該方法包含以下步驟:執行金融下單軟體;選取下單與最佳候選檔次整合視圖選項,以顯示下單與最佳候選檔次整合視圖,該下單與最佳候選檔次整合視圖係由一下單視圖以及一最佳候選檔次視圖所聯結並整合而成,下單視圖包含一商品代號輸入方塊以及一價格輸入方塊,而最佳候選檔次視圖係依據一最佳候選檔次資訊所產生;輸入一商品代號資訊至商品代號輸入方塊;操作捲動/滑動下單與最佳候選檔次整合視圖;輸入一檔次價格;輸入一數量;及,確認下單。先前技術一揭露了行動設備金融下單軟體整合最佳五檔畫面與產生委託單的方法,然而,當投資者在正要下單之際盯著先前技術一的最佳候選檔次整合視圖時,無法在螢幕可視範圍中同時看到完整的最佳五檔資訊以及完整的下單視圖(參見其第5A圖與第5B圖),因先前技術一的最佳候選檔次整合視圖係將下單視圖與佳候選檔次視圖(即,最佳五檔視圖)兩者整合在一起,使得整合後的資訊量過多而會超出螢幕可視範圍,當使用者在螢幕可視範圍盯著完整的最佳五檔資訊時,意味著部份的視圖(即,下單功能)在螢幕可視範圍之外,若使用者有下單急需時,必須滑動螢幕以移動最佳候選檔次整合視圖至下單功能,然而,此時又無法盯著完整的最佳五檔資訊。 At present, the financial order software for mobile devices adopts a separate method for the best five-level transaction information and order management (ie, order deletion and modification). For example, prior art 1, the Republic of China Patent Publication No. I499993, discloses a "mobile device financial order software order and best candidate grade view integration device and method", the method includes the following steps: execute the financial order software; Select the Orders and Best Candidates Integrated View option to display an Orders and Best Candidates integrated view that is joined and integrated by the Orders and Best Candidates view Formed, the order view includes a commodity code input box and a price input box, and the best candidate grade view is generated based on a best candidate grade information; input a commodity code information to the commodity code input box; operate the scroll/ Swipe to place an order and integrate the view of the best candidate grade; input a grade price; input a quantity; and, confirm the order. The previous technique 1 disclosed the method of integrating the best five screens and generating orders in the financial order software of the mobile device. It is impossible to see the complete best five-level information and the complete order view (see Figure 5A and Figure 5B ) at the same time in the visible range of the screen, because the integrated view of the best candidate level in the prior art 1 is the order view Integrating with the best candidate level view (that is, the best five level view) makes the integrated information too much and will exceed the visible range of the screen. When the user stares at the complete best five level information in the visible range of the screen When , it means that part of the view (that is, the order function) is outside the visible range of the screen. If the user has an urgent need to place an order, he must swipe the screen to move the best candidate file integration view to the order function. However, this Sometimes it is impossible to stare at the complete top five information.

另外,產生委託單(下單)之後,投資者若欲刪除先前的委 託單或改單,都無法在先前技術一的最佳候選檔次整合視圖中進行,因先前技術一未提供“於最佳候選檔次整合視圖中查詢與刪除先前委托單的技術”。故,投資者在正要下單之際盯著最佳五檔時若欲刪除先前的委託單,需利用先前技術二,以選單操作先選擇“交易功能”、再選擇“帳務”、再選擇“證券”、然後選擇“委託單查詢視圖”,接著選擇“欲刪除的委託單”,最後“點選刪除委託單功能”,此係先前技術二刪除委託單的步驟。然而,投資者在操作先前技術二之時,必然會離開最佳五檔視圖(或是離開先前技術一的最佳候選檔次整合視圖),意即,先前技術一與先前技術二有同樣的問題,無法讓投資者在盯著最佳五檔之時進行刪單(或改單),當然也無法讓投資者在盯著最佳五檔之時查詢委託回報或成交回報。 In addition, after the order is generated (order), if the investor wants to delete the previous order Orders or amendments cannot be carried out in the integrated view of the best candidate level in the prior art 1, because the prior art 1 does not provide "the technology of querying and deleting previous orders in the integrated view of the best candidate level". Therefore, if an investor wants to delete the previous order when they are staring at the top five positions when they are about to place an order, they need to use the previous technique 2 to select "trading function" and then "accounting" through the menu operation. Select "Securities", then select "Order Order Query View", then select "Order Order to be Deleted", and finally "click Delete Order Function". This is the step of deleting the order in the previous technique 2. However, when investors operate on prior art 2, they will inevitably leave the best five-level view (or leave the best candidate level integrated view of prior art 1), that is, prior art 1 has the same problems as prior art 2 , It is impossible for investors to delete orders (or change orders) while staring at the best five gears, and of course it is impossible for investors to inquire about entrustment returns or transaction returns while staring at the best five gears.

同樣地,當投資者在正要下單之際盯著先前技術一的最佳候選檔次整合視圖時,若一時間想要查詢帳務方面的資訊,例如:查詢庫存股之數量或庫存股之損益(欲交易的金融商品和庫存股是同樣的商品),皆無法在最佳五檔資訊中立即切換到帳務查詢功能,因先前技術一的最佳候選檔次整合視圖僅將下單功能與佳候選檔次視圖(即,最佳五檔視圖)兩者整合在一起,而未將帳務查詢整合在一起。使用者欲查詢帳務方面的資訊時(例如:某一金融商品的庫存股之數量或即時損益),需利用先前技術三,以選單操作先選擇“交易功能”、再選擇“帳務”、然後選擇“證券”,最後需分別點選“庫存股”及“即時庫存損益”兩項分開的功能,才可分別查詢到這兩項帳務資訊。先前技術三的層層選單之操作限制,投資者無法在查看完整的最佳五檔之際立即切換到同一金融商品(指,與最 佳五檔相同)之帳務功能,以查詢庫存數量與即時庫存損益等帳務資訊,不利投資者在短時間內做出下單決策,例如:投資者在看“台積電”的最佳五檔,打算下單賣出已有獲利的“台積電”股票,但忘了自己尚有多少“台積電”的庫存股,也不清楚當下“台積電”股票的即時庫存損益,進而影響到投資者的下單決策。 Similarly, when investors are about to place an order, when they are staring at the integrated view of the best candidate grades of previous technology 1, if they want to inquire about accounting information for a while, for example: inquiring about the number of treasury shares or the ratio of treasury shares Profit and loss (the financial product and the treasury stock to be traded are the same product), neither can immediately switch to the account inquiry function in the best five-level information, because the integration view of the best candidate level in the previous technology 1 only combines the order function with the The best candidate level view (ie, the best five level view) is integrated, but the accounting query is not integrated. When the user wants to inquire about account information (for example: the quantity of treasury shares of a certain financial product or the real-time profit and loss), it is necessary to use the previous technology 3 to select "trading function" and then "accounting" with the menu operation. Then select "Securities", and finally click the two separate functions of "Treasury Stock" and "Real-time Stock Gain and Loss" to inquire about these two account information. Due to the operation restrictions of the layer-by-layer menu of the previous technology 3, investors cannot immediately switch to the same financial product (referring to the same financial product as the best five) when viewing the complete best five The same as the best five files) account function to query the inventory quantity and real-time inventory profit and loss and other account information, which is not conducive to investors to make order decisions in a short period of time, for example: investors are looking at the best five files of "TSMC" , I plan to place an order to sell the "TSMC" stocks that have already made a profit, but I forget how many "TSMC" treasury stocks I still have, and I don't know the current real-time inventory profit and loss of "TSMC" stocks, which will affect investors' next orders. single decision.

由於先前技術的限制,使用者(投資者)無法在螢幕可視範圍中查看完整的最佳五檔之際,在不離開報價資訊(即,最佳五檔視圖)的情況之下,同時兼顧快速下單、刪單、改單、查詢帳務等需求。換言之,先前技術的技術目的非關於使用者於螢幕可視範圍中查看完整的最佳五檔同時兼顧快速下單、刪單、改單、查詢帳務的技術。 Due to the limitations of previous technologies, when users (investors) cannot view the complete top five in the visible range of the screen, they can quickly and quickly without leaving the quotation information (that is, the top five view). Place orders, delete orders, change orders, query accounts, etc. In other words, the technical purpose of the prior art is not about the technology for the user to view the complete best five files within the visible range of the screen while simultaneously placing orders, deleting orders, changing orders, and querying accounts.

故,實有必要改善先前技術的方法,以硬體與軟體協同運作的資源提出一種利用最佳五檔與快捷綜合視窗之技術,使得使用者在螢幕可視範圍中查看某個股之完整的最佳五檔之時,可同時兼顧快速下單、刪單、改單、查詢帳務的需求,以便彌補先前技術不足之處。 Therefore, it is really necessary to improve the method of the prior art, and propose a technology using the best five gears and the shortcut comprehensive window with the resource of hardware and software cooperating, so that the user can view the complete best of a certain stock within the visible range of the screen. At the fifth gear, the needs of quickly placing orders, deleting orders, changing orders, and querying accounts can be taken into account at the same time, so as to make up for the shortcomings of the previous technology.

有鑑於此,本發明提出一種最佳五檔與快捷綜合視窗之裝置與方法,使用者可於最佳五檔視圖中啟動快捷綜合視窗,該快捷綜合視窗可讓使用者視線不離開完整的最佳五檔資訊的同時,快速進行下單、刪單、改單、查詢回報與查詢帳務資訊。 In view of this, the present invention proposes a device and method for the best five-level and quick comprehensive window. The user can activate the quick comprehensive window in the best five-level view. While optimizing five files of information, quickly place orders, delete orders, change orders, query returns, and query account information.

本發明提出一種最佳五檔與快捷綜合視窗之裝置,該裝置包含:一通訊模組,用以建立Internet網路連線;一登入驗證模組,用以與 一伺服器建立連線並進行登入驗證;一最佳五檔模組,用以下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,以及,接收一快捷綜合視窗啟動指令以驅動一快捷綜合視窗模組;該快捷綜合視窗模組,用以產生對應該金融商品之一快捷綜合視窗,該快捷綜合視窗包含一切換鍵組,依據該切換鍵組之選取指令驅動一快捷下單模組、一快捷帳務模組或一快捷回報模組;該快捷下單模組,產生一下單視圖呈現於該快捷綜合視窗,接收一價位選取指令所對應之一數值填入該金融商品之一委託單之一委託價格,接收一下單指令以產生該委託單,及,將該委託單上傳至一交易伺服器;該快捷帳務模組,產生一帳務視圖呈現於該快捷綜合視窗,上傳一帳務查詢指令至一帳務伺服器,該帳務查詢指令包含對應的該金融商品以及一帳務資訊請求,接收該帳務伺服器回傳對應該帳務資訊請求之一帳務資訊,及,將該帳務資訊更新顯示於該帳務視圖;該快捷回報模組,產生一回報視圖呈現於該快捷綜合視窗,上傳對應該金融商品之一回報查詢指令至該交易伺服器,接收該交易伺服器回傳對應該回報查詢指令之一委託回報或一成交回報,將該委託回報或該成交回報更新顯示於該回報視圖,接收該委託回報之一刪除指令或一更改指令,及,將該刪除指令或該更改指令上傳至該交易伺服器;一記憶體,用以儲存一應用程式、該最佳五檔資訊、該價位選取指令所對應之該數值、該委託單、該帳務資訊、該委託回報、該成交回報、該刪除指令及該更改指令,該應用程式包含該登入驗證模組、該最佳五檔模組、該快捷綜合視窗模組、該快捷下單模組、該快捷帳務模組與該快捷回報模組;一螢幕,用以顯示該應用程式之圖形化使用者介面及處理觸控操作事件;一或多個處理器, 連接該記憶體與該螢幕並執行該應用程式;其中,該快捷綜合視窗之一顯示位置係該最佳五檔資訊旁且不覆蓋該最佳五檔資訊為原則,以使該螢幕之一可視範圍同時顯示完整的該快捷綜合視窗與完整的該最佳五檔資訊。 The present invention proposes a device for optimal five-level and quick integrated window, which device includes: a communication module for establishing Internet connection; a login verification module for communicating with A server establishes a connection and performs login verification; a best five-level module is used to download one of the best five-level information of a financial product, and generate one of the best five-level information of the financial product based on the best five-level information view, and receive a quick comprehensive window activation command to drive a quick comprehensive window module; the quick comprehensive window module is used to generate a fast comprehensive window corresponding to the financial product, the fast comprehensive window includes a switch key set, Drive a quick order module, a quick account module or a quick return module according to the selection command of the switch key group; the quick order module generates a single view and presents it in the quick comprehensive window, and receives a price Select a value corresponding to the order and fill in the order price of an order of the financial product, receive an order to generate the order, and upload the order to a transaction server; the fast account module , generate an account view and present it in the shortcut comprehensive window, upload an account query command to an account server, the account query command includes the corresponding financial product and an account information request, and receive the account server Return the accounting information corresponding to the accounting information request, and update and display the accounting information on the accounting view; the quick report module generates a report view and presents it on the quick comprehensive window, and uploads the corresponding financial information A return query command of a product is sent to the transaction server, and the transaction server returns an entrustment return or a transaction return corresponding to the return query command, and the entrustment return or the transaction return is updated and displayed on the return view, and the transaction server receives the A deletion order or a change order of the entrustment return, and uploading the deletion order or the change order to the transaction server; a memory for storing an application program, the best five file information, and the price selection order Corresponding to the numerical value, the order form, the account information, the order return, the transaction return, the delete order and the change order, the application includes the login verification module, the best five file module, the A quick integrated window module, the quick order placing module, the quick billing module and the quick return module; a screen for displaying the graphical user interface of the application program and handling touch operation events; or multiple processors, Connect the memory with the screen and execute the application program; wherein, the display position of one of the shortcut comprehensive windows is next to the best five files of information and the principle is not to cover the best five files of information, so that one of the screens is visible The scope simultaneously displays the complete shortcut comprehensive window and the complete information of the best five files.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗模組於產生時依據一預設視圖呈現於該快捷綜合視窗,該預設視圖係選自:該下單視圖、該帳務視圖、該回報視圖與該設定視圖。 The present invention goes further, in some embodiments, wherein the shortcut comprehensive window module is presented in the shortcut comprehensive window according to a preset view when it is generated, and the preset view is selected from: the order view, the account view , the report view and the settings view.

本發明更進一步,在一些實施例中,其中該應用程式更包含:一快捷設定模組,產生一設定視圖呈現於該快捷綜合視窗,接收該下單視圖之一至複數項常用設定之一預設值;其中,該切換鍵組之選取指令更包含:驅動該快捷設定模組。 The present invention goes further. In some embodiments, the application program further includes: a shortcut setting module, which generates a setting view and presents it in the shortcut comprehensive window, and receives a preset from one of the order view to a plurality of commonly used settings value; wherein, the selection command of the switching key group further includes: driving the shortcut setting module.

本發明更進一步,在一些實施例中,其中該常用設定係選自以下任一或任意組合:一交易種類(包含一現股、一融資與一融券)、一委託條件(包含一ROD、一IOC與一FOK)或一單位(包含一股數或一張數)。 The present invention goes further, in some embodiments, wherein the commonly used setting is selected from any one or any combination of the following: a transaction type (including a spot stock, a financing and a securities lending), an entrustment condition (including a ROD, One IOC and one FOK) or one unit (including one share or one sheet).

本發明更進一步,在一些實施例中,其中該快捷設定模組更包含:接收該帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:對應該金融商品之一庫存數量資訊、對應該金融商品之一庫存損益資訊、一所有庫存數量資訊、一所有庫存損益資訊、一應收與應付款資訊及一銀行帳戶餘額資訊。 The present invention goes further, in some embodiments, wherein the shortcut setting module further includes: the account information to be inquired upon receiving the account inquiry instruction is selected from any one or any combination of the following: corresponding to one of the financial products Inventory quantity information, inventory profit and loss information corresponding to the financial product, all inventory quantity information, all inventory profit and loss information, receivable and payable information, and bank account balance information.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗啟動指令即該價位選取指令,當第一次點擊操作該最佳五檔資訊其中之一檔次價格時產生該快捷綜合視窗,預設呈現該下單視圖於該快捷綜合視窗,並將該檔次價格所對應之該數值填入該委託單之該委託價格。 The present invention goes further. In some embodiments, the command to activate the shortcut comprehensive window is the price selection command. When the price of one of the best five grades of information is clicked for the first time, the shortcut comprehensive window will be generated. By default Present the order view in the shortcut comprehensive window, and fill in the value corresponding to the grade price into the order price of the order.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗啟動指令係點擊操作一快捷綜合視窗按鍵所產生。 The present invention further, in some embodiments, wherein the command to activate the shortcut comprehensive window is generated by clicking a button of the shortcut comprehensive window.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性。 The present invention further, in some embodiments, wherein the shortcut integrated window is a floating window (Floating Window) that can be moved to any position, and has an Always-On-Top property.

本發明又提出一種最佳五檔與快捷綜合視窗之方法,應用於一行動裝置,該行動裝置包含一通訊模組、一記憶體及一螢幕,該方法包含:與一伺服器建立連線並進行一登入驗證;下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,該最佳五檔視圖包含一快捷綜合視窗按鍵;接收一快捷綜合視窗啟動指令以產生對應該金融商品之一快捷綜合視窗,該快捷綜合視窗包含一切換鍵組;依據該切換鍵組之選取指令以呈現對應之一下單視圖、一帳務視圖或一回報視圖於該快捷綜合視窗;其中,該快捷綜合視窗之一顯示位置係該最佳五檔資訊旁且不覆蓋該最佳五檔資訊為原則,以使該螢幕之一可視範圍同時顯示該快捷綜合視窗與完整的該最佳五檔資訊。 The present invention also proposes a method for optimal five-level and quick integrated windows, which is applied to a mobile device, and the mobile device includes a communication module, a memory and a screen. The method includes: establishing a connection with a server and Perform a login verification; download one of the best five-level information of a financial product, and generate one of the best five-level views of the financial product based on the best five-level information, and the best five-level view includes a shortcut comprehensive window button; receive A quick comprehensive window start instruction to generate a quick comprehensive window corresponding to the financial product, the quick comprehensive window includes a switching key group; according to the selection instruction of the switching key group, a corresponding order view, an account view or a corresponding one is presented The report view is in the shortcut comprehensive window; wherein, one of the display positions of the shortcut comprehensive window is next to the best five files of information and the principle is not to cover the best five files of information, so that a visible range of the screen displays the shortcut at the same time Comprehensive window with complete information about the best five files.

本發明更進一步,在一些實施例中,其中該方法更包含:依據該切換鍵組之選取指令以呈現對應之該下單視圖於該快捷綜合視窗時,接收一價位選取指令所對應之一數值填入該金融商品之一委託單之一委託價格;接收一下單指令以產生該委託單;及,將該委託單上傳至一交易伺服器。 The present invention goes further. In some embodiments, the method further includes: when presenting the corresponding order view in the shortcut comprehensive window according to the selection command of the switching key group, receiving a value corresponding to a price selection command Filling in an entrustment price of an order for the financial product; receiving an order to generate the order; and uploading the order to a transaction server.

本發明更進一步,在一些實施例中,其中該方法更包含:依據該切換鍵組之選取指令以呈現對應之該帳務視圖於該快捷綜合視窗 時,上傳一帳務查詢指令至一帳務伺服器,該帳務查詢指令包含對應的該金融商品以及一帳務資訊請求;接收該帳務伺服器回傳對應該帳務資訊請求之一帳務資訊;及,將該帳務資訊更新顯示於該帳務視圖。 The present invention goes further, in some embodiments, wherein the method further includes: presenting the corresponding accounting view in the shortcut comprehensive window according to the selection instruction of the switching key group When uploading an account query command to an account server, the account query command includes the corresponding financial product and an account information request; the account server returns an account corresponding to the account information request and, updating and displaying the accounting information in the accounting view.

本發明更進一步,在一些實施例中,其中該方法更包含:依據該切換鍵組之選取指令以呈現對應之該回報視圖於該快捷綜合視窗時,接收該委託回報之一刪除指令或一更改指令;及,將該刪除指令或該更改指令上傳至該交易伺服器。 The present invention goes further, in some embodiments, wherein the method further includes: when presenting the corresponding report view in the shortcut comprehensive window according to the selection command of the switching key group, receiving a delete command or a modification of the commissioned report an instruction; and, uploading the deletion instruction or the modification instruction to the transaction server.

本發明更進一步,在一些實施例中,其中該方法更包含:該切換鍵組之選取指令更對應:產生一設定視圖呈現於該快捷綜合視窗,及,接收該下單視圖之一至複數項常用設定之一預設值。 The present invention goes further, in some embodiments, wherein the method further includes: the selection command of the switching key group is more corresponding: generating a setting view to be presented in the shortcut comprehensive window, and receiving one to a plurality of common items of the order view Set one of the default values.

本發明更進一步,在一些實施例中,其中該常用設定係選自以下任一或任意組合:一交易種類(包含一現股、一融資與一融券)、一委託條件(包含一ROD、一IOC與一FOK)或一單位(包含一股數或一張數)。 The present invention goes further, in some embodiments, wherein the commonly used setting is selected from any one or any combination of the following: a transaction type (including a spot stock, a financing and a securities lending), an entrustment condition (including a ROD, One IOC and one FOK) or one unit (including one share or one sheet).

本發明更進一步,在一些實施例中,其中該方法更包含:於該設定視圖接收該帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:對應該金融商品之一庫存數量資訊、對應該金融商品之一庫存損益資訊、一所有庫存數量資訊、一所有庫存損益資訊、一應收與應付款資訊及一銀行帳戶餘額資訊。 The present invention goes further, in some embodiments, wherein the method further includes: the account information to be inquired upon receiving the account inquiry command in the setting view is selected from any one or any combination of the following: corresponding to the financial product Inventory quantity information, inventory profit and loss information corresponding to the financial product, all inventory quantity information, all inventory profit and loss information, receivable and payable information, and bank account balance information.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗啟動指令即該價位選取指令,當第一次點擊操作該最佳五檔資訊其中之一檔次價格時產生該快捷綜合視窗,預設呈現該下單視圖於該快捷綜合視窗,並將該檔次價格所對應之該數值填入該委託單之該委託價格。 The present invention goes further. In some embodiments, the command to activate the shortcut comprehensive window is the price selection command. When the price of one of the best five grades of information is clicked for the first time, the shortcut comprehensive window will be generated. By default Present the order view in the shortcut comprehensive window, and fill in the value corresponding to the grade price into the order price of the order.

本發明更進一步,在一些實施例中,其中該快捷綜合視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性。 The present invention further, in some embodiments, wherein the shortcut integrated window is a floating window (Floating Window) that can be moved to any position, and has an Always-On-Top property.

以下在實施方式中詳細敘述本發明之詳細特徵以及優點,其內容足以使任何熟習相關技藝者瞭解本發明之技術內容並據以實施,且根據本說明書所揭露之內容、申請專利範圍及圖式,任何熟習相關技藝者可輕易地理解本發明相關之目的及優點。 The detailed features and advantages of the present invention are described in detail below in the implementation mode, and its content is enough to make any person familiar with the related art understand the technical content of the present invention and implement it accordingly, and according to the content disclosed in this specification, the scope of the patent application and the drawings , anyone skilled in the art can easily understand the purpose and advantages of the present invention.

10:最佳五檔與快捷綜合視窗之裝置 10: The best five-speed and quick comprehensive window device

12:處理器 12: Processor

14:記憶體 14: Memory

16:螢幕 16: screen

18:通訊模組 18: Communication module

20:應用程式 20: Apps

22:登入驗證模組 22: Login verification module

24:最佳五檔模組 24: Best fifth gear mod

26:快捷綜合視窗模組 26:Shortcut comprehensive window module

28:快捷下單模組 28: Quick order module

30:快捷帳務模組 30: Quick account module

32:快捷回報模組 32: Quick return module

34:快捷設定模組 34:Quick setting module

36a、36b:最佳五檔視圖 36a, 36b: Optimum fifth gear view

38:快捷綜合視窗按鍵 38: shortcut comprehensive window button

40:快捷綜合視窗 40: Quick and comprehensive window

42:切換鍵組 42: switch key group

第1圖為本發明實施例裝置之系統功能方塊圖;第2圖為本發明一實施例應用程式之系統功能方塊圖;第3圖為本發明一實施例最佳五檔之螢幕畫面示意圖;第4圖為本發明實施例一最佳五檔與快捷綜合視窗(下單)之螢幕畫面示意圖(一);第5圖為本發明實施例一最佳五檔與快捷綜合視窗(下單)之螢幕畫面示意圖(二);第6圖為本發明實施例一最佳五檔與快捷綜合視窗(帳務)之螢幕畫面示意圖(三);第7圖為本發明實施例一最佳五檔與快捷綜合視窗(帳務)之螢幕畫面示意圖(四); 第8圖為本發明實施例一最佳五檔與快捷綜合視窗(回報)之螢幕畫面示意圖(五);第9圖為本發明實施例一最佳五檔與快捷綜合視窗(回報)之螢幕畫面示意圖(六);第10圖為本發明另一實施例直式最佳五檔之螢幕畫面示意圖;第11圖為本發明實施例二直式最佳五檔與快捷綜合視窗(下單)之螢幕畫面示意圖(一);第12圖為本發明實施例二直式最佳五檔與快捷綜合視窗(下單)之螢幕畫面示意圖(二);第13圖為本發明實施例二直式最佳五檔與快捷綜合視窗(帳務)之螢幕畫面示意圖(三);第14圖為本發明實施例二直式最佳五檔與快捷綜合視窗(帳務)之螢幕畫面示意圖(四);第15圖為本發明實施例二直式最佳五檔與快捷綜合視窗(回報)之螢幕畫面示意圖(五);第16圖為本發明實施例二直式最佳五檔與快捷綜合視窗(回報)之螢幕畫面示意圖(六);第17圖為本發明另一實施例應用程式之系統功能方塊圖;第18圖為本發明一實施例最佳五檔與快捷綜合視窗設定視窗之螢幕畫面示意圖;第19圖為本發明另一實施例最佳五檔與快捷綜合視窗設定視窗之螢幕畫面示意圖;及, 第20圖為本發明實施例一之操作流程圖。 Figure 1 is a system function block diagram of a device according to an embodiment of the present invention; Figure 2 is a system function block diagram of an application program according to an embodiment of the present invention; Figure 3 is a schematic diagram of a screen image of the best five gears according to an embodiment of the present invention; Figure 4 is a schematic diagram (1) of the screen screen of the first best five gears and the quick comprehensive window (order) of the embodiment of the present invention; Figure 5 is the best five gears and the quick comprehensive window (order) of the first embodiment of the present invention Figure 6 is a schematic diagram of the screen (three) of the best five files and the quick comprehensive window (accounting) of Embodiment 1 of the present invention; Figure 7 is the best five files of Embodiment 1 of the present invention Schematic diagram of the screen with the shortcut integrated window (accounting) (4); Fig. 8 is a schematic diagram (five) of the screen image of the first best five gears and the quick comprehensive window (return) of the embodiment of the present invention; Fig. 9 is a screen of the first best five gears and the quick comprehensive window (return) of the embodiment of the present invention Schematic diagram of the screen (6); Figure 10 is a schematic diagram of the screen screen of another embodiment of the present invention, the vertical best five gears; Figure 11 is the second embodiment of the present invention, the vertical best five gears and the shortcut comprehensive window (order) Figure 12 is a schematic diagram of the screen (two) of the direct best five gears and the quick comprehensive window (order) of the second embodiment of the present invention; Figure 13 is the second straight form of the embodiment of the present invention The schematic diagram of the screen (three) of the best five files and the quick comprehensive window (accounting); Figure 14 is a schematic diagram of the screen (four) of the straight best five files and the fast comprehensive window (accounting) of the second embodiment of the present invention Fig. 15 is a schematic diagram (five) of the screen picture of the second straight-type best five gears and the quick comprehensive window (return) of the embodiment of the present invention; the 16th figure is the second straight-type best five gears and the quick comprehensive window of the embodiment of the present invention (report) screen diagram (6); Figure 17 is a system function block diagram of an application program in another embodiment of the present invention; Figure 18 is a screen of the best five gears and shortcut comprehensive window setting window in an embodiment of the present invention Schematic diagram of the screen; the 19th figure is a schematic diagram of the screen of another embodiment of the present invention, the best five gears and the shortcut comprehensive window setting window; and, Fig. 20 is an operation flowchart of Embodiment 1 of the present invention.

本發明係使用於智慧手機(Smartphone)、平板電腦(Tablet PC)、手持式股票機(Hand-Held Stock Quoting Device)、個人數位助理(PDA)…等等,凡是配置有螢幕並可執行本發明應用程式(即,股票交易軟體)之行動裝置皆可以應用本發明裝置與方法。 The present invention is used in smart phones (Smartphone), tablet PC (Tablet PC), hand-held stock machine (Hand-Held Stock Quoting Device), personal digital assistant (PDA), etc., all equipped with a screen and can execute the present invention The device and method of the present invention can be applied to mobile devices of application programs (ie, stock trading software).

參閱第1圖與第2圖,本發明最佳五檔與快捷綜合視窗之裝置10之系統功能方塊圖與一實施例應用程式20之系統功能方塊圖,圖例僅列出與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪。本實施例應用程式20係執行於本發明最佳五檔與快捷綜合視窗之裝置10上。在本發明的一實施例中,本發明最佳五檔與快捷綜合視窗之裝置10包含:一或多個處理器12、記憶體14、螢幕16以及通訊模組18。其中,記憶體14儲存有應用程式20;處理器12執行應用程式20所包含的複數個程式指令,並以硬體與軟體協同運作的方式實施以下模組:登入驗證模組22、最佳五檔模組24、快捷綜合視窗模組26、快捷下單模組28、快捷帳務模組30與快捷回報模組32;螢幕16用以顯示應用程式20的圖形化使用者介面(GUI)以及處理觸控操作事件;通訊模組18用以建立Internet網路連線,如:有線寬頻、WLAN(Wi-Fi等)、行動通訊網路(如3G、4G、5G…)等等。 Referring to Fig. 1 and Fig. 2, the system function block diagram of the device 10 of the present invention's best five gears and quick comprehensive window and the system function block diagram of an embodiment application program 20, the illustration only lists a preferred one with the present invention The core modules related to the embodiment, and other modules are omitted and not depicted. The application program 20 of the present embodiment is executed on the device 10 of the present invention's best five gears and quick comprehensive window. In an embodiment of the present invention, the device 10 of the best five files and the shortcut integrated window of the present invention includes: one or more processors 12 , memory 14 , screen 16 and communication module 18 . Wherein, the memory 14 stores the application program 20; the processor 12 executes a plurality of program instructions included in the application program 20, and implements the following modules in a cooperative operation of hardware and software: login verification module 22, best five File module 24, quick comprehensive window module 26, quick order module 28, quick account module 30 and quick return module 32; screen 16 is used to display the graphical user interface (GUI) of application program 20 and Handle touch operation events; the communication module 18 is used to establish Internet network connections, such as: wired broadband, WLAN (Wi-Fi, etc.), mobile communication networks (such as 3G, 4G, 5G...) and so on.

繼續參閱第2圖,本發明一實施例應用程式20之系統功能方塊圖,其包含有:登入驗證模組22、最佳五檔模組24、快捷綜合視窗模組26、快捷下單模組28、快捷帳務模組30與快捷回報模組32,圖例僅列出 與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪,例如:國際金融報價模組、自選報價模組、詳細報價模組、個股新聞模組…等。 Continue to refer to Fig. 2, a system functional block diagram of an application program 20 according to an embodiment of the present invention, which includes: a login verification module 22, a best five-level module 24, a quick comprehensive window module 26, and a quick order module 28. Quick account module 30 and quick return module 32, the legend only lists The core modules related to a preferred embodiment of the present invention, other modules are omitted and not depicted, for example: international financial quotation module, self-selected quotation module, detailed quotation module, individual stock news module...etc.

登入驗證模組22用以與伺服器建立連線並進行登入驗證,在一些實施例中登入驗證成功後下載令牌(Token)並儲存於記憶體14中,登入驗證包含多種方法,在一些實施例中係以帳號及密碼進行身份驗證;在一些實施例中係以使用者的生物特徵進行身份驗證,例如:指紋辨識或Face ID辨識。 The login verification module 22 is used to establish a connection with the server and perform login verification. In some embodiments, after the login verification is successful, the token (Token) is downloaded and stored in the memory 14. The login verification includes multiple methods. In some implementations In an example, an account number and a password are used for identity verification; in some embodiments, a user's biometric feature is used for identity verification, such as fingerprint recognition or Face ID recognition.

最佳五檔模組24用以自報價伺服器下載股票或其他金融商品的最佳五檔資訊,然後再依據下載的最佳五檔資訊產生最佳五檔視圖36a、36b(參閱第4圖、第10圖),以及,接收快捷綜合視窗啟動指令以驅動快捷綜合視窗模組26。在一些實施例中,所謂的“快捷綜合視窗啟動指令”,即係“第一次點選最佳五檔中的任一檔次價格”(即,第一次的價位選取指令即係快捷綜合視窗啟動指令);在一些實施例中,係點選代表快捷綜合視窗的標記、圖示或按鍵(點選標記/圖示/按鍵時即產生快捷綜合視窗啟動指令),例如:第3圖中的快捷綜合視窗按鍵38。 The best five-level module 24 is used to download the best five-level information of stocks or other financial products from the quotation server, and then generate the best five-level views 36a, 36b according to the downloaded best five-level information (see FIG. 4 , FIG. 10 ), and, receiving a shortcut comprehensive window activation command to drive the shortcut comprehensive window module 26 . In some embodiments, the so-called "quick comprehensive window start instruction" is "the first time to click any price in the best five grades" (that is, the first price selection instruction is the quick comprehensive window start command); in some embodiments, click the mark, icon or button that represents the shortcut comprehensive window (click the mark/icon/button to generate the quick comprehensive window start command), for example: in the 3rd figure Shortcut comprehensive window button 38 .

快捷綜合視窗模組26用以產生對應金融商品(即,產生快捷綜合視窗啟動指令時,最佳五檔資訊所對應之金融商品)之快捷綜合視窗40(參閱第4圖),快捷綜合視窗40具有永遠置於頂層(Always-On-Top)屬性。在一些實施例中係設定為浮動式視窗(Floating Window)可被移動至任意位置(例如:使用者以拖放方式操作以移動視窗位置),本發明讓使用者在不離開最佳五檔視圖36a、36b的情況下即可利用快捷綜合視窗40迅速下單(產生委託單)、查詢帳務(如庫存數量、庫存損益)、查詢回報(亦可刪單與改單)。 為讓使用者在下單之際可隨時在螢幕可視範圍內參考完整的最佳五檔資訊,快捷綜合視窗40之顯示位置係最佳五檔資訊旁且不覆蓋最佳五檔資訊為原則,以使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷綜合視窗40。請同時參閱第4圖,快捷綜合視窗40包含切換鍵組42,在一些實施例中,切換鍵組42係以頁籤(Tab)元件實作;在一些實施例中,切換鍵組42係以按鍵(Button)元件實作。依據切換鍵組42之選取指令驅動快捷下單模組28、快捷帳務模組30或快捷回報模組32產生對應的視圖並呈現於快捷綜合視窗40。例如:依據切換鍵組42中“下單”之選取指令驅動快捷下單模組28產生對應的下單視圖並呈現於快捷綜合視窗40,依據切換鍵組42中“帳務”之選取指令驅動快捷帳務模組30產生對應的帳務視圖並呈現於快捷綜合視窗40,或,依據切換鍵組42中“回報”之選取指令驅動快捷回報模組32產生對應的回報視圖並呈現於快捷綜合視窗40。 The quick comprehensive window module 26 is used to generate the quick comprehensive window 40 (refer to FIG. 4 ) corresponding to the financial product (that is, the financial product corresponding to the best five files of information when generating the quick comprehensive window start instruction), the quick comprehensive window 40 It has the Always-On-Top property. In some embodiments, it is set so that the floating window (Floating Window) can be moved to any position (for example: the user operates by dragging and dropping to move the window position). In the case of 36a and 36b, the fast comprehensive window 40 can be used to quickly place an order (generate an order), inquire about accounts (such as inventory quantity, inventory profit and loss), and inquire about returns (orders can also be deleted and changed). In order to allow users to refer to the complete best five-level information at any time within the visible range of the screen when placing an order, the display position of the quick comprehensive window 40 is next to the best five-level information and does not cover the best five-level information. The complete best five-level information and the shortcut comprehensive window 40 are simultaneously displayed within the visible range of the screen. Please refer to Fig. 4 at the same time, the shortcut comprehensive window 40 includes a switching key group 42, in some embodiments, the switching key group 42 is implemented as a tab (Tab) element; in some embodiments, the switching key group 42 is implemented as a Button (Button) component implementation. According to the selection command of the switch key set 42 , the shortcut order module 28 , the shortcut accounting module 30 or the shortcut return module 32 are driven to generate corresponding views and presented in the shortcut comprehensive window 40 . For example: drive the shortcut order module 28 according to the selection command of "order" in the switch key group 42 to generate the corresponding order view and present it in the shortcut comprehensive window 40, and drive according to the selection command of "account" in the switch key group 42 The quick account module 30 generates a corresponding account view and presents it in the quick comprehensive window 40, or drives the quick return module 32 to generate a corresponding return view according to the selection command of "return" in the switch key group 42 and presents it in the quick comprehensive window Windows 40.

快捷下單模組28用以產生下單視圖並呈現於快捷綜合視窗40。委託單產生方式係由下單視圖接收使用者輸入的委託內容,例如:數量、價格、買進/賣出…等,使用者填入或選擇完委託內容最後按“下單按鍵”即產生委託單,每一筆委託單皆有一組不重複的委託單號。接著,快捷下單模組28再將該委託單上傳至交易伺服器。所謂的“快捷下單”除了省略了繁雜的選單操作步驟,讓使用者可以快速進入下單視圖外,本發明讓使用者僅需填入/選擇最少量的委託內容即可縮短產生委託單的時間,此為本發明可達到的特殊技術功效。例如:使用者不需填入商品名稱或代碼(蓋因,快捷綜合視窗40產生時即已對應某一金融商品,即,產生快捷綜合視窗啟動指令時最佳五檔資訊所對應之金融商品,故,快捷下單模組28 可直接取得對應金融商品之商品名稱/代碼並自動填入委託單中),此為本發明的技術特徵之一;又例如:快捷下單模組28接收價位選取指令(使用者點選最佳五檔之任一檔次價格時所產生)以將對應的數值填入委託單之委託價格,若一開始的快捷綜合視窗啟動指令係“第一次點選最佳五檔中的任一檔次價格”時,產生快捷綜合視窗40後快捷下單模組28便直接將該檔次價格(被點選的檔次價格)所對應的數值填入委託單之委託價格,此為本發明的又一技術特徵;又例如:使用者點選最佳五檔之買方價格時,快捷下單模組28便將“買進”填入委託單之買賣別,或是,使用者點選最佳五檔之賣方價格時,便將“賣出”填入委託單之買賣別,此為本發明的再一技術特徵。以上簡化使用者下單操作步驟的多項技術特徵使得本發明的快捷綜合視窗40得以簡潔、易懂,而節省了使用者花在下單畫面填入委託內容的時間。在一些實施例中,快捷綜合視窗40產生時,預設呈現為下單視圖,以方便使用者在不點選切換鍵組42的情況下(即,省略一個操作步驟),即可立即下單。在一些實施例中,接收快捷下單模組28所上傳的委託單係上傳至中台交易伺服器(或稱,中台伺服器,Middle Server,又稱中介伺服器);中台交易伺服器接收到委託單後,利用後台交易主機(例如:真正處理交易的大型主機或伺服器)所提供的API交由後台交易主機進行撮合,於此,中台交易伺服器亦視為交易伺服器的一種。 The quick order module 28 is used to generate an order view and present it in the quick comprehensive window 40 . The order generation method is that the order view receives the order content input by the user, such as: quantity, price, buy/sell, etc. After the user fills in or selects the order content, and finally presses the "order button" to generate the order Each order has a set of unique order numbers. Then, the quick order placing module 28 uploads the order to the transaction server. The so-called "quick order" not only omits the complicated menu operation steps, but allows users to quickly enter the order view, the invention allows users to only need to fill in/select the minimum amount of order content to shorten the order generation process. Time, this is the special technical effect that the present invention can achieve. For example: the user does not need to fill in the product name or code (because, when the quick comprehensive window 40 is generated, it has already corresponded to a certain financial product, that is, the financial product corresponding to the best five files of information when the quick comprehensive window start command is generated, Therefore, the quick order module 28 The product name/code of the corresponding financial product can be directly obtained and automatically filled in the order form), which is one of the technical characteristics of the present invention; another example: the quick order module 28 receives the price selection instruction (the user clicks the best any price of any of the five levels) to fill in the corresponding value into the entrustment price of the order, if the start command of the quick comprehensive window at the beginning is "the first time to click any price of the best five levels ", after the shortcut comprehensive window 40 is generated, the quick order module 28 will directly fill in the value corresponding to the grade price (the grade price selected) into the commission price of the order form, which is another technical feature of the present invention Another example: when the user selects the best five-level buyer price, the quick order module 28 will fill in "buy" into the order of the order, or the user selects the best five-level seller When the price is set, "sell" is filled into the order of the order, which is another technical characterictic of the present invention. The multiple technical features that simplifies the user's ordering operation steps make the shortcut comprehensive window 40 of the present invention concise and easy to understand, and save the time spent by the user on filling in the entrusted content on the ordering screen. In some embodiments, when the shortcut comprehensive window 40 is generated, it is presented as an order view by default, so that the user can place an order immediately without clicking the switching key group 42 (that is, omitting one operation step). . In some embodiments, receiving the orders uploaded by the quick order module 28 is uploaded to the middle platform transaction server (or called middle platform server, Middle Server, also known as intermediary server); the middle platform transaction server After receiving the order, use the API provided by the background transaction host (for example: the mainframe or server that actually handles the transaction) to send it to the background transaction host for matching. Here, the middle platform transaction server is also regarded as the transaction server. A sort of.

快捷帳務模組30產生帳務視圖呈現於快捷綜合視窗40(參閱第4圖),同時上傳帳務查詢指令至帳務伺服器,帳務查詢指令包含對應的金融商品(即,對應上方最佳五檔資訊的同一個金融商品)以及帳務資訊請求(即,要查詢的帳務資訊為何者)。當帳務伺服器收到帳務查詢指令即 自資料庫撈取對應帳務資訊請求的帳務資訊,再由快捷帳務模組30接收由帳務伺服器所回傳對應於帳務資訊請求之帳務資訊,最後,快捷帳務模組30將帳務資訊更新顯示於帳務視圖(參閱第6圖)。在一些實施例中,接收快捷帳務模組30所上傳的帳務查詢指令係上傳至中台帳務伺服器(或稱中台伺服器,Middle Server,又稱中介伺服器);中台帳務伺服器接收到帳務查詢指令後,利用後台帳務主機(例如:真正處理帳務的大型主機或伺服器)所提供的API向後台帳務主機進行查詢,於此,中台帳務伺服器亦視為帳務伺服器的一種。本發明讓使用者在不離開最佳五檔視圖36a、36b的情況下即可利用快捷綜合視窗40的帳務視圖迅速查詢同一個金融商品的帳務資訊(即,與當下最佳五檔資訊相同的金融商品)。在一些實施例中,帳務視圖亦可顯示同一個使用者證券帳戶下的其他金融商品之帳務資訊(即,包含其他金融商品的總庫存),而非限定於對應的金融商品。 The quick account module 30 generates the account view and presents it in the quick comprehensive window 40 (refer to FIG. 4 ), and uploads the account query command to the account server at the same time, and the account query command includes corresponding financial products (that is, corresponding to the most The same financial product with five files of information) and account information request (that is, what is the account information to be queried). When the accounting server receives the accounting query command Retrieve the accounting information corresponding to the accounting information request from the database, then the quick accounting module 30 receives the accounting information corresponding to the accounting information request returned by the accounting server, and finally, the quick accounting module 30 Update and display accounting information in accounting view (see Figure 6). In some embodiments, receiving the account query instruction uploaded by the quick account module 30 is uploaded to the middle platform account server (or called the middle server, Middle Server, also known as the intermediary server); the middle platform account server After the server receives the accounting query command, it uses the API provided by the background accounting host (for example: the mainframe or server that actually handles the accounting) to query the background accounting host. Here, the middle accounting server also regards it as A type of billing server. The present invention allows the user to use the account view of the shortcut comprehensive window 40 to quickly inquire about the account information of the same financial product (that is, the same as the current best five-level information) without leaving the best five-level views 36a and 36b. the same financial commodity). In some embodiments, the account view can also display the account information of other financial products under the same user's securities account (ie, including the total inventory of other financial products), rather than being limited to the corresponding financial products.

快捷回報模組32產生回報視圖呈現於快捷綜合視窗40(參閱第4圖),同時上傳對應金融商品之回報查詢指令至交易伺服器,接收由交易伺服器所回傳對應於回報查詢指令之委託回報或成交回報,將委託回報或成交回報更新顯示於回報視圖(參閱第8圖),接收該委託回報之刪除指令(即,用以刪除委託單)或更改指令(即,用以更改委託數量或更改委託價格),及,將刪除指令或更改指令上傳至交易伺服器。本發明讓使用者在不離開最佳五檔視圖36a、36b(第4圖、第10圖)的情況下即可利用快捷綜合視窗40的回報視圖迅速查詢同一個金融商品的回報資訊(即,與當下最佳五檔資訊相同的金融商品)。在一些實施例中,回報視圖亦可顯示同一個使用者證券帳戶下的其他金融商品之回報資訊(即,包含其他金融商品的回報), 而非限定於對應的金融商品。 The quick return module 32 generates a return view and presents it in the quick comprehensive window 40 (refer to FIG. 4 ), and simultaneously uploads the return query command corresponding to the financial product to the transaction server, and receives the commission corresponding to the return query command returned by the transaction server Return or transaction return, update and display the order return or transaction return in the return view (see Figure 8), receive the delete order (i.e., to delete the order) or change order (i.e., to change the order quantity) of the order return or change the order price), and, upload the delete order or change order to the transaction server. The present invention allows the user to use the return view of the shortcut comprehensive window 40 to quickly query the return information of the same financial product without leaving the best five-level views 36a, 36b (Fig. 4, Fig. 10). The same financial product as the current top five information). In some embodiments, the return view can also display the return information of other financial products under the same user securities account (that is, including the returns of other financial products), It is not limited to the corresponding financial products.

上述的登入驗證伺服器、報價伺服器、交易伺服器與帳務伺服器,在一些實施例中為同一臺伺服器或同一伺服器叢集;在一些實施例中,登入驗證伺服器、報價伺服器、交易伺服器與帳務伺服器為分別設置的不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器、交易伺服器與帳務伺服器為同一臺伺服器或同一伺服器叢集,而報價伺服器為分開設置的不同伺服器或伺服器叢集;在一些實施例中,交易伺服器與帳務伺服器係透過同一個中台伺服器或同一個中台伺服叢集提供服務給前端存取,而在後端則是分開設置的不同伺服器或伺服器叢集,至於登入驗證伺服器與報價伺服器可為同一臺伺服器或同一伺服器叢集,亦可為不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器、報價伺服器、交易伺服器與帳務伺服器皆透過同一中台伺服器或同一中台伺服器叢集提供服務給前端存取,而在後端皆為分開設置的不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器、報價伺服器、交易伺服器與帳務伺服器係有別於上述的其他配置,亦或是,視使用者連線數量而動態性調整伺服器間之合併與配置。前述一實施例中,登入驗證成功後下載令牌(Token)並儲存於記憶體14中,該令牌的用途即在於簡化登入驗證的流程。在上述一些實施例中登入驗證伺服器、報價伺服器、交易伺服器與帳務伺服器為分別設置的伺服器,當使用者以應用程式20成功登入至登入驗證伺服器後,若連線至另一伺服器(報價、帳務或交易)時可免除再次手動登入的步驟。亦即,本發明以單一登入(Single Sign-On)技術讓使用者可任意使用不同伺服器間所提供的服務。 The above-mentioned login verification server, quotation server, transaction server and accounting server are the same server or the same server cluster in some embodiments; in some embodiments, the login verification server, quotation server , the transaction server and the accounting server are different servers or server clusters that are set separately; in some embodiments, the login verification server, the transaction server and the accounting server are the same server or the same server cluster , and the quote server is a different server or server cluster that is set separately; in some embodiments, the transaction server and the accounting server provide services to the front end through the same middle server or the same middle server cluster Access, and at the back end are different servers or server clusters that are set separately. As for the login verification server and quotation server, they can be the same server or the same server cluster, or they can be different servers or servers Cluster; in some embodiments, the login verification server, quotation server, transaction server and accounting server all provide services to the front-end access through the same middle-end server or the same middle-end server cluster, and the back-end All are different servers or server clusters that are set up separately; in some embodiments, the login verification server, quotation server, transaction server and accounting server are different from the other configurations described above, or, depending on The number of user connections dynamically adjusts the consolidation and configuration between servers. In the aforementioned embodiment, after successful login verification, a token (Token) is downloaded and stored in the memory 14. The purpose of the token is to simplify the process of login verification. In some of the above-mentioned embodiments, the login verification server, quote server, transaction server, and accounting server are separate servers. When the user successfully logs in to the login verification server with the application program 20, if the connection to Another server (quote, billing or transaction) can avoid the steps of manual login again. That is to say, the present invention allows the user to use the services provided by different servers arbitrarily using the single sign-on technology.

參閱第3圖,本發明一實施例最佳五檔視圖36a之螢幕16畫面示意圖,其說明了本發明於螢幕16上顯示一實施例應用程式20的圖形化使用者介面。本實施例之圖式係以智慧型手機之螢幕樣式為例來說明,本發明並未限定使用於智慧型手機,本發明亦可使用於平板電腦、手持式股票機、個人數位助理…等行動裝置。圖例即智慧型手機(最佳五檔與快捷綜合視窗之裝置10)顯示一實施例最佳五檔視圖36a,圖例說明了由最佳五檔模組24依據單一金融商品(圖例為“台積電”)的最佳五檔資訊產生最佳五檔視圖36a。在一些實施例中,使用者可直接點擊快捷綜合視窗按鍵38(產生快捷綜合視窗啟動指令)以彈出快捷綜合視窗40;在一些實施例中,使用者可點擊最佳五檔資訊中任一檔次價格(產生價位選取指令,同時,亦是快捷綜合視窗啟動指令)亦可彈出快捷綜合視窗40(如第4圖所示)。圖例中,圖式下方係詳細報價資訊,在一些實施例中,最佳五檔資訊亦可與其他任何資訊組合在同一視圖,例如:走勢圖、即時明細、價量資訊、個股新聞…等。在一些實施例中,快捷綜合視窗按鍵38可設置於最佳五檔視圖36a中的其他位置,例如:標題列(Title Bar,未描繪)、工具列(Tool Bar,未描繪)、選單列(Menu Bar,未描繪)、最佳五檔資訊旁(未描繪)…等任意位置。在一些實施例中,快捷綜合視窗按鍵38之按鍵標題(Button Caption,又稱“按鍵標籤”或“按鍵文字”)可設為其他不同文字,例如:以快捷綜合視窗的其中一項、兩項重要的功能作為代表,可為“快捷交易”、“快速下單”、“秒速下單”、“下單&帳務”…等。 Refer to FIG. 3 , which is a schematic diagram of the screen 16 of the best five-level view 36a of an embodiment of the present invention, which illustrates the graphical user interface of an embodiment of the application program 20 displayed on the screen 16 of the present invention. The diagram of this embodiment is illustrated by taking the screen style of a smart phone as an example. The present invention is not limited to be used in smart phones. The present invention can also be used in tablet computers, handheld stock machines, personal digital assistants, etc. device. The legend is that the smart phone (the device 10 of the best five gears and the quick comprehensive window) displays the best five gears view 36a of an embodiment, and the legend illustrates that the best five gears module 24 is based on a single financial product (the legend is "TSMC") ) to generate the best five view 36a. In some embodiments, the user can directly click the shortcut comprehensive window button 38 (to generate a shortcut comprehensive window start command) to pop up the shortcut comprehensive window 40; in some embodiments, the user can click any one of the best five information files The price (to generate a price level selection command, and at the same time, it is also a quick comprehensive window start command) can also pop up a quick comprehensive window 40 (as shown in Figure 4). In the legend, below the graph is the detailed quotation information. In some embodiments, the top five information can also be combined with any other information in the same view, for example: trend chart, real-time details, price and volume information, individual stock news, etc. In some embodiments, the shortcut comprehensive window button 38 can be set in other positions in the best five-level view 36a, such as: title bar (Title Bar, not depicted), tool bar (Tool Bar, not depicted), menu bar ( Menu Bar, not pictured), next to the best five-level information (not pictured)...anywhere. In some embodiments, the button title (Button Caption, also known as "button label" or "key text") of the shortcut comprehensive window button 38 can be set to other different texts, for example: one or two items of the shortcut comprehensive window Important functions are representative, such as "quick transaction", "quick order", "second order", "order & billing"...etc.

參閱第4圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(下單)之螢幕16畫面示意圖(一)。假設使用者在第3圖時於最佳五檔 資訊中第一次點選了“199元”(買方第三個檔次),此時產生快捷綜合視窗啟動指令(亦是價位選取指令),最佳五檔模組24接收到快捷綜合視窗啟動指令即驅動快捷綜合視窗模組26產生快捷綜合視窗40。快捷綜合視窗40包含切換鍵組42,並以預設的下單視圖(即,圖例中切換鍵組42之下至底部“下單”/“取消”按鍵的部份)呈現於快捷綜合視窗40中。為使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷綜合視窗40,快捷綜合視窗模組26遵照不覆蓋原則(即,不覆蓋最佳五檔資訊)將快捷綜合視窗40顯示於圖例最佳五檔資訊下方,於此係覆蓋於原第3圖中詳細報價資訊之顯示位置。當使用者點選最佳五檔價格時產生快捷綜合視窗啟動指令,同時,快捷下單模組28亦將該檔次價格(被點選的價格)所對應的數值填入委託單之委託價格。故,使用者於最佳五檔資訊中第一次點選價格時分別由快捷綜合視窗模組26與快捷下單模組28個別執行了產生快捷綜合視窗40,及自動填入委託價格的功能。當快捷綜合視窗40已顯示於螢幕16上並已填入委託價格,使用者仍可任意點選最佳五檔資訊中的任意檔次價格(產生價位選取指令)以由快捷下單模組28自動填入新的委託價格。圖例中快捷綜合視窗40另包含了一些委託內容的按鍵讓使用者以點選方式進行下拉式切換選擇,包含:買賣別(可切換買進/賣出)、交易時段(可切換整股/盤後/零股)、交易種類(可切換現股/融資/融券)、委託條件(可切換ROD/IOC/FOK)。在一些實施例中,使用者可於第3圖中先點選快捷綜合視窗按鍵38(快捷綜合視窗啟動指令),待快捷綜合視窗模組26產生快捷綜合視窗40後,再點選最佳五檔價格(產生價位選取指令)以由快捷下單模組28自動填入新的委託價格,如此操作共有兩次的點擊操作,亦可產生如第4圖所示的效果(將最佳 五檔某檔次的價格填入委託單)。 Refer to FIG. 4 , which is a schematic diagram (1) of the screen 16 of the best five-level view 36a and the shortcut comprehensive window 40 (order) of the first embodiment of the present invention. Assuming that the user is in the best fifth gear in the third picture In the information, "199 yuan" was selected for the first time (the third grade of the buyer), and at this time a quick comprehensive window activation command (also a price selection command) was generated, and the best five-level module 24 received the quick comprehensive window activation command That is to drive the shortcut integrated window module 26 to generate the shortcut integrated window 40 . The shortcut comprehensive window 40 includes a switch key group 42, and is presented in the shortcut comprehensive window 40 with a default order view (that is, the part below the switch key group 42 to the bottom "order"/"cancel" button in the illustration) middle. In order to display the complete best five-level information and the quick comprehensive window 40 within the visible range of the screen, the quick comprehensive window module 26 displays the quick comprehensive window 40 in the legend according to the non-coverage principle (that is, the best five-level information is not covered). Below the best five-level information, here is the display position of the detailed quotation information covered in the original figure 3. When the user clicks on the best five prices, an instruction to activate the shortcut comprehensive window is generated. At the same time, the quick order module 28 also fills in the value corresponding to the price of the grade (the price that was clicked) into the commission price of the order. Therefore, when the user clicks on the price for the first time in the best five files of information, the quick comprehensive window module 26 and the quick order module 28 separately execute the functions of generating the quick comprehensive window 40 and automatically filling in the entrusted price . When the shortcut comprehensive window 40 has been displayed on the screen 16 and the entrusted price has been filled in, the user can still arbitrarily click any grade price in the best five grades of information (to generate a price selection instruction) to be automatically placed by the shortcut order module 28 Fill in the new order price. The shortcut comprehensive window 40 in the legend also includes some buttons for entrusting the content to allow the user to perform a drop-down switching selection by clicking, including: trading type (switchable buy/sell), trading time (switchable whole stock/disc) stock/odd stock), type of transaction (can be switched between spot stock/financing/securities lending), entrustment conditions (rod/IOC/FOK can be switched). In some embodiments, the user can first click the quick comprehensive window button 38 (the quick comprehensive window start command) in FIG. price (to generate a price selection instruction) to automatically fill in the new entrusted price by the quick order module 28, so that there are two click operations in total, and the effect shown in Figure 4 can also be produced (the best Fill in the order form with the price of a certain grade in five grades).

參閱第5圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(下單)之螢幕16畫面示意圖(二),假設使用者點選最佳五檔資訊中的賣方第三檔次(產生價位選取指令),本發明的快捷下單模組28除了自動填入新的委託價格(201.5),並且,亦隨之自動變更委託單中的買賣別(圖例已變更為“賣出”),以減少使用者所需填入/選擇委託單內容。 Referring to Fig. 5, a schematic diagram (2) of the screen 16 screen 16 of the best five-level view 36a and the quick comprehensive window 40 (order) in the embodiment of the present invention, assuming that the user clicks the third level of the seller in the best five-level information (generating a price selection instruction), the quick order module 28 of the present invention not only automatically fills in the new commission price (201.5), but also automatically changes the order in the commission order (the legend has been changed to "sell" ) to reduce the need for users to fill in/select the order content.

參閱第6圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(帳務)之螢幕16畫面示意圖(三),圖例說明了當使用者於第5圖中點選了切換鍵組42中“帳務”(產生切換鍵組42“帳務”之選取指令),即驅動快捷帳務模組30產生對應的帳務視圖並呈現於快捷綜合視窗40中。當快捷帳務模組30產生帳務視圖的同時並上傳帳務查詢指令至帳務伺服器(或是中台伺服器),而帳務查詢指令包含對應的金融商品(圖例為“台積電”,即,與上方最佳五檔資訊的金融商品相同)。帳務查詢指令除了包含對應的金融商品,另外還包含要查詢的帳務資訊為何者(即,帳務資訊請求),圖例所要查詢的資訊為“庫存數量資訊”以及“庫存損益資訊”。當帳務伺服器收到帳務查詢指令即自資料庫撈取對應帳務資訊請求的資訊(“庫存數量資訊”以及“庫存損益資訊”),再由快捷帳務模組26接收帳務伺服器回傳之庫存數量資訊與庫存損益資訊,最後,快捷帳務模組26將庫存數量資訊(即,圖例中的“即時庫存1,000股”,表示“目前有1,000股台積電”)與庫存損益資訊(即,圖例中的“損益+5,000”,表示“目前台積電獲利5,000元”)更新顯示於帳務視圖。在一些不同的實施例中,帳務查詢指令可包含不同的帳務資訊請求,以在帳務視圖中同時顯示伺服器回傳對應的帳 務資訊。 Referring to Fig. 6, the embodiment of the present invention one best five file view 36a and the screen 16 screen diagram (three) of quick comprehensive window 40 (accounting affairs), illustration illustrates when the user has clicked switch key in Fig. 5 "Account" in the group 42 (generate the selection command of the switching key group 42 "Account"), that is, drive the shortcut account module 30 to generate the corresponding account view and present it in the shortcut comprehensive window 40 . When the quick account module 30 generates the account view, it uploads the account query command to the account server (or the middle server), and the account query command includes the corresponding financial product (the illustration is "TSMC", That is, the same financial commodity as the top five information above). In addition to the corresponding financial products, the account query command also includes the account information to be queried (ie, account information request). The information to be queried in the legend is "inventory quantity information" and "inventory profit and loss information". When the accounting server receives the accounting query command, it retrieves the information corresponding to the accounting information request ("inventory quantity information" and "inventory profit and loss information") from the database, and then the quick accounting module 26 receives the accounting server The inventory quantity information and inventory profit and loss information returned, finally, the quick account module 26 combines the inventory quantity information (that is, "real-time inventory 1,000 shares" in the legend, indicating "there are currently 1,000 TSMC shares") and inventory profit and loss information ( That is, "Profit and loss +5,000" in the legend means "TSMC currently makes a profit of 5,000 yuan") is updated and displayed in the account view. In some different embodiments, the account query command may include different account information requests, so that the corresponding account returned by the server can be displayed in the account view at the same time. business information.

參閱第7圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(帳務)之螢幕16畫面示意圖(四),圖例中帳務查詢指令所要查詢的帳務資訊(即,所包含的帳務資訊請求)為“庫存數量資訊”(圖例顯示為“即時庫存”)、“庫存損益資訊”(圖例顯示為“損益”)、“應收與應付款資訊”(圖例顯示為“應收付款項”)及“銀行帳戶餘額資訊”(圖例顯示為“銀行餘額”)。也就是說,快捷帳務模組30所上傳的帳務查詢指令可從帳務伺服器接收到回傳的四項帳務資訊。圖例中的“應收付款項”係合併計算了應收款(賣出股票所得)與應付款(買入股票支出),而銀行帳戶餘額資訊係指股票買賣的交割銀行帳戶。在一些實施例中,部份的帳務資訊另提供進一步的詳細資訊可供使用者審視,故,另以符號/標記/圖示提供進一步詳細資訊的連結或視圖的切換。例如:圖例中的“>”符號表示有進一步的詳細資訊,以“應收付款項”為例,點選“>”符號後可提供應收款與應付款的個別資訊以及對應的股票為何者(未描繪),又例如:點選損益的“>”符號後可進一步查詢到“所有庫存損益資訊”(包含其他不同金融商品的總庫存損益),而原本的“損益”僅為“對應金融商品的庫存損益資訊”(指“對應”上方最佳五檔的同一個金融商品)。 Referring to Fig. 7, the screen 16 screen diagram (four) of the embodiment of the present invention one best five grades of view 36a and shortcut comprehensive window 40 (accounting), the account information (that is, the account information to be queried by the account query instruction in the legend) Included accounting information requests) are "Inventory Quantity Information" (the legend shows "Instant Inventory"), "Inventory Profit and Loss Information" (the legend shows "Profit and Loss"), "Receivables and Payables Information" (the legend shows " Payments Receivable") and "Bank Account Balance Information" (the legend shows "Bank Balance"). That is to say, the account inquiry command uploaded by the quick account module 30 can receive four items of account information returned from the account server. The "payment receivable" in the legend is a combined calculation of receivables (income from selling stocks) and payables (payments for buying stocks), and the bank account balance information refers to the delivery bank account for stock trading. In some embodiments, part of the accounting information provides further detailed information for users to view, so symbols/marks/icons are used to provide links to further detailed information or switch views. For example: the ">" symbol in the legend indicates that there is further detailed information. Taking "payment receivable" as an example, after clicking the ">" symbol, the individual information of receivables and payables and the corresponding stocks can be provided (not depicted), another example: after clicking the ">" symbol of profit and loss, you can further inquire "all inventory profit and loss information" (including the total inventory profit and loss of other different financial products), while the original "profit and loss" is only "corresponding financial Commodity inventory profit and loss information” (referring to the same financial product that “corresponds to” the top five tiers above).

參閱第8圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(回報)之螢幕16畫面示意圖(五),圖例說明了當使用者於第7圖中點選了切換鍵組42中“回報”(產生切換鍵組42“回報”之選取指令),即驅動快捷回報模組32產生對應的回報視圖並呈現於快捷綜合視窗40中。圖例中的上方第一筆回報係成交回報(其中註明“交易成功”),故,對應此筆 成交回報的“刪改”按鍵已設為“失效”(Disabled),意即無法刪改委託單。而第二筆回報係委託回報(其中註明“委託成功”),對應此筆委託回報的“刪改”按鍵設為“有效”(Enabled),意即,使用者按下之後可進一步選擇“刪除委託單”(產生刪除指令,屬習見技術,未描繪),或選擇“改量/改價”(產生更改指令,須進一步選擇欲更改之數量或價格,屬習見技術,未描繪)。 Referring to Fig. 8, the screen 16 screen diagram (five) of the embodiment of the present invention one best five gears view 36a and shortcut comprehensive window 40 (report), the illustration illustrates that when the user clicks the switching key group in Fig. 7 "Return" in 42 (generating the selection instruction of switching key group 42 "return"), that is, driving the shortcut return module 32 to generate a corresponding return view and presenting it in the shortcut comprehensive window 40 . The first return above in the legend is a transaction return (in which "transaction is successful"), so, corresponding to this The "Delete" button of the transaction report has been set to "Disabled", which means that the order cannot be deleted. The second return is an entrustment return (in which "entrustment is successful"), and the "Delete" button corresponding to this entrustment return is set to "Enabled", which means that the user can further select "Delete Entrustment" after pressing it. "Order" (to generate a delete order, which is a common technology, not depicted), or select "change quantity/price" (to generate a change order, you must further select the quantity or price to be changed, which is a common technology, not depicted).

參閱第9圖,本發明實施例一最佳五檔視圖36a與快捷綜合視窗40(回報)之螢幕16畫面示意圖(六),圖例說明了在一些實施例中,回報視圖可設定為“接收伺服器回傳同一使用者帳戶的所有金融商品回報,意即,非限定於“對應最佳五檔的同一個金融商品”。 Referring to Fig. 9, a schematic diagram (six) of the screen 16 of the embodiment of the present invention's first best five-stage view 36a and the shortcut comprehensive window 40 (report), the illustration illustrates that in some embodiments, the return view can be set to "receive servo The controller returns all the financial product returns of the same user account, that is, it is not limited to "the same financial product corresponding to the best five tiers".

參閱第10圖至第16圖,本發明運用在陸股的直式最佳五檔(又稱“五檔盤口”)36b的螢幕16畫面示意圖。第10圖為本發明另一實施例直式最佳五檔視圖36b之螢幕16畫面示意圖,本圖例實際上與第3圖相同,唯,本圖例的最佳五檔資訊係以直式顯示,圖例說明了由最佳五檔模組24依據單一金融商品(圖例為“民生銀行”)的最佳五檔資訊產生最佳五檔視圖36b,使用者可直接點擊快捷綜合視窗按鍵38或是點選最佳五檔資訊中任一檔次價格以啟動快捷綜合視窗40。 Referring to Fig. 10 to Fig. 16, the present invention is applied to the screen 16 screen diagrams of the straight best five gears (also known as "five gears handicap") 36b of the land stocks. Figure 10 is a schematic diagram of the screen 16 of the vertical best five-level view 36b in another embodiment of the present invention. This illustration is actually the same as Figure 3. Only, the best five-level information of this illustration is displayed in a vertical manner. The illustration shows that the best five-level view 36b is generated by the best five-level module 24 based on the best five-level information of a single financial product (the legend is "Minsheng Bank"), and the user can directly click the shortcut comprehensive window button 38 or click Select any one of the best five information grades to start the quick comprehensive window 40 .

第11圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(下單)之螢幕16畫面示意圖(一),實際上與第4圖相同。假設使用者於第10圖的最佳五檔資訊中點選了“8.47元”(買方第三個檔次),此時產生快捷綜合視窗啟動指令(同時亦是價位選取指令),最佳五檔模組24接收到快捷綜合視窗啟動指令即驅動快捷綜合視窗模組26產生快捷綜合視窗 40。為使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷綜合視窗40,快捷綜合視窗模組26遵照不覆蓋原則(即,不覆蓋最佳五檔資訊)將快捷綜合視窗40顯示於圖例最佳五檔資訊下方,於此係覆蓋於第10圖中詳細報價資訊之顯示位置。 Fig. 11 is a schematic diagram (1) of the screen 16 of the second straight best five-level view 36b and the shortcut comprehensive window 40 (order) according to the embodiment of the present invention, which is actually the same as Fig. 4. Assuming that the user clicks "8.47 yuan" (the third level of the buyer) in the best five levels of information in Figure 10, an instruction to start the shortcut comprehensive window (also a price selection command) is generated at this time, and the best five levels Module 24 receives the quick comprehensive window startup command and promptly drives the quick comprehensive window module 26 to generate the quick comprehensive window 40. In order to display the complete best five-level information and the quick comprehensive window 40 within the visible range of the screen, the quick comprehensive window module 26 displays the quick comprehensive window 40 in the legend according to the non-coverage principle (that is, the best five-level information is not covered). Below the top five information, here is the display position covering the detailed quotation information in Figure 10.

第12圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(下單)之螢幕16畫面示意圖(二),實際上與第5圖相同。假設使用者於第11圖點選最佳五檔資訊中的賣方第三檔次價格(產生價位選取指令),本發明除了由快捷下單模組28自動填入新的委託價格,並且,亦隨之自動變更委託單中的買賣別(圖例已變更為“賣出”),以減少使用者所需填入/選擇委託單內容。 Fig. 12 is a schematic diagram (2) of the screen 16 screen 16 of the second vertical optimal five-level view 36b and the quick comprehensive window 40 (order) in the second embodiment of the present invention, which is actually the same as Fig. 5. Assuming that the user clicks the seller’s third-grade price in the best five-grade information in Figure 11 (to generate a price selection instruction), the present invention not only automatically fills in the new entrusted price by the quick order module 28, but also follows Automatically change the type of order in the order (the legend has been changed to "sell"), so as to reduce the need for users to fill in/select the content of the order.

第13圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(帳務)之螢幕16畫面示意圖(三),圖例說明了當使用者於第12圖中點選了切換鍵組42中“帳務”(產生切換鍵組42“帳務”之選取指令),即驅動快捷帳務模組30產生對應的帳務視圖並呈現於快捷綜合視窗40中,實際上與第6圖相同。圖例所要查詢的資訊為“庫存數量資訊”(圖例顯示為“即時庫存”)以及“庫存損益資訊”(圖例顯示為“損益”)。當帳務伺服器收到帳務查詢指令即自資料庫撈取對應帳務資訊請求的資訊(“庫存數量資訊”以及“庫存損益資訊”),再由快捷帳務模組26接收帳務伺服器回傳之庫存數量資訊與庫存損益資訊,最後,快捷帳務模組26將庫存數量資訊(即,圖例中的“即時庫存100股”,表示“目前有100股民生銀行”)與庫存損益資訊(即,圖例中的“損益+1,000”,表示“目前民生銀行獲利1,000元”)更新顯示於帳務視圖。在一些不同的實施例中,帳務查詢指令可 包含不同的帳務資訊請求,以在帳務視圖中同時顯示伺服器回傳對應的帳務資訊。 Fig. 13 is a schematic diagram (3) of the screen 16 screen of the second best five-level view 36b of the straight type and the shortcut comprehensive window 40 (accounting) according to the embodiment of the present invention. "Account" in the key group 42 (generating the selection instruction of switching the key group 42 "Account") promptly drives the shortcut account module 30 to generate a corresponding account view and presents it in the shortcut comprehensive window 40, which is actually the same as the first 6 Figures are the same. The information to be queried by the legend is "Inventory Quantity Information" (the legend shows "Instant Inventory") and "Inventory Profit and Loss Information" (the legend shows "Profit and Loss"). When the accounting server receives the accounting query command, it retrieves the information corresponding to the accounting information request ("inventory quantity information" and "inventory profit and loss information") from the database, and then the quick accounting module 26 receives the accounting server The inventory quantity information and inventory profit and loss information returned, finally, the quick account module 26 combines the inventory quantity information (that is, "real-time inventory 100 shares" in the legend, indicating "there are currently 100 shares of Minsheng Bank") and inventory profit and loss information (That is, "Profit and loss + 1,000" in the legend means "Currently Minsheng Bank has made a profit of 1,000 yuan") The update is displayed in the account view. In some different embodiments, the accounting query command can be Include different accounting information requests to simultaneously display the corresponding accounting information returned by the server in the accounting view.

第14圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(帳務)之螢幕16畫面示意圖(四),實際上與第7圖相同,圖例帳務查詢指令所要查詢的帳務資訊(即,所包含的帳務資訊請求)為“庫存數量資訊”(圖例顯示為“即時庫存”)、“庫存損益資訊”(圖例顯示為“損益”)、“應收與應付款資訊”(圖例顯示為“應收付款項”)及“銀行帳戶餘額資訊”(圖例顯示為“銀行餘額”)。部份的帳務資訊另提供進一步的詳細資訊可供使用者審視,故,另以符號/標記/圖示提供進一步詳細資訊的連結或視圖的切換,例如:圖例中的“>”符號表示有進一步的詳細資訊,使用者點選後即查看(未描繪)。 Fig. 14 is a schematic diagram (four) of the screen 16 of the second best five-level view 36b of the straight type and the quick comprehensive window 40 (accounting) of the embodiment of the present invention. It is actually the same as Fig. 7, and the example account query command will be queried The billing information (that is, the billing information request included) is "Inventory Quantity Information" (the legend shows "Immediate Inventory"), "Inventory Gain and Loss Information" (the legend shows "Profit and Loss"), "Receivables and Payables Payment Information" (shown as "Payments Receivable" in the legend) and "Bank Account Balance Information" (shown as "Bank Balance" in the legend). Part of the accounting information also provides further detailed information for users to review, so symbols/marks/icons are used to provide links to further detailed information or to switch views, for example: the ">" symbol in the legend indicates that there is For further detailed information, the user will view it after clicking (not depicted).

第15圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(回報)之螢幕16畫面示意圖(五),實際上與第8圖相同,圖例說明了當使用者於第14圖中點選了切換鍵組42中“回報”(產生切換鍵組42“回報”之選取指令),即驅動快捷回報模組32產生對應的回報視圖並呈現於快捷綜合視窗40中,圖例中的上方第一筆回報係成交回報(其中註明“交易成功”),故,對應此筆成交回報的“刪改”按鍵已設為“失效”(Disabled),意即無法刪改委託單。而第二筆回報係委託回報(其中註明“委託成功”),對應此筆委託回報的“刪改”按鍵設為“有效”(Enabled),意即,使用者按下之後可進一步選擇“刪除委託單”(產生刪除指令,屬習見技術,未描繪),或選擇“改量/改價”(產生更改指令,須進一步選擇欲更改之數量或價格,屬習見技術,未描繪)。 Fig. 15 is a schematic diagram (five) of the screen 16 screen 16 of the second straight type best five-level view 36b and the quick comprehensive window 40 (return) of the embodiment of the present invention. It is actually the same as Fig. 8. In Figure 14, "return" in the switch key group 42 is clicked (the selection instruction for generating the switch key group 42 "return"), that is, the shortcut return module 32 is driven to generate a corresponding return view and presented in the shortcut comprehensive window 40, legend The first return above is the transaction return (in which "transaction is successful"), so the "Delete" button corresponding to this transaction return has been set to "Disabled", which means that the order cannot be deleted. The second return is an entrustment return (in which "entrustment is successful"), and the "Delete" button corresponding to this entrustment return is set to "Enabled", which means that the user can further select "Delete Entrustment" after pressing it. "Order" (to generate a delete order, which is a common technology, not depicted), or select "change quantity/price" (to generate a change order, you must further select the quantity or price to be changed, which is a common technology, not depicted).

第16圖為本發明實施例二直式最佳五檔視圖36b與快捷綜合視窗40(回報)之螢幕16畫面示意圖(六),實際上與第9圖相同,圖例說明了在一些實施例中,回報視圖可設定為“接收伺服器回傳同一使用者帳戶的所有金融商品回報),意即,非限定於“對應最佳五檔的同一個金融商品”。 Figure 16 is a schematic diagram (six) of the screen 16 of the second straight-style best five-level view 36b and the quick comprehensive window 40 (return) of the embodiment of the present invention, which is actually the same as Figure 9, and the illustration illustrates that in some embodiments , the return view can be set to "receive all financial product returns from the same user account returned by the server), that is, not limited to "the same financial product corresponding to the best five tiers".

參閱第17圖,本發明另一實施例應用程式20之系統功能方塊圖,圖例僅列出與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪。本實施例與前一實施例相同編號之元件其特徵相同,不另贅述。本實施例係增設了快捷設定模組34,用以讓使用者自訂下單視圖、帳務視圖、或回報視圖中的一至複數項常用設定之預設值或是預設呈現的資訊(即,向伺服器請求的資訊)。在一些實施例中,快捷設定模組34可設定下單視圖中常用設定係選自以下任一或任意組合:交易種類(包含現股、融資與融券)、委託條件(包含ROD、IOC與FOK),或單位(包含股數或張數)。在一些實施例中,快捷設定模組34可設定帳務視圖中帳務查詢指令所要查詢的帳務資訊,係選自以下任一或任意組合:庫存數量資訊(僅對應的金融商品)、所有庫存數量資訊(所有的金融商品)、庫存損益資訊(僅對應的金融商品)、所有庫存損益資訊(所有的金融商品)、應收與應付款資訊及銀行帳戶餘額資訊。在一些實施例中,快捷設定模組34可設定回報視圖中的委託回報與成交回報,係選自:僅對應的金融商品回報、所有的金融商品回報。 Referring to FIG. 17, it is a system functional block diagram of an application program 20 according to another embodiment of the present invention. The legend only lists the core modules related to a preferred embodiment of the present invention, and the remaining modules are omitted. The features of the components with the same numbers in this embodiment are the same as those in the previous embodiment, and will not be repeated here. In this embodiment, a shortcut setting module 34 is added to allow the user to customize the default value of one to multiple commonly used settings in the order view, account view, or return view or the information presented by default (i.e. , information requested from the server). In some embodiments, the shortcut setting module 34 can set the commonly used settings in the order view to be selected from any one or any combination of the following: transaction types (including spot stocks, financing and securities lending), commission conditions (including ROD, IOC and FOK), or units (including the number of shares or sheets). In some embodiments, the shortcut setting module 34 can set the accounting information to be queried by the accounting query command in the accounting view, which is selected from any one or any combination of the following: inventory information (only for corresponding financial products), all Inventory quantity information (all financial products), inventory profit and loss information (corresponding financial products only), all inventory profit and loss information (all financial products), receivables and payables information, and bank account balance information. In some embodiments, the shortcut setting module 34 can set the entrustment return and the transaction return in the return view to be selected from: only the corresponding financial product returns, and all financial product returns.

參閱第18圖,本發明一實施例最佳五檔與快捷綜合視窗40(設定)之螢幕16畫面示意圖。本實施例之快捷設定模組34係利用快捷綜合視窗40讓使用者可在同一個彈出視窗中快速進行設定,免去使用者以層 層的選單操作去切換不同的視圖,僅需在快捷綜合視窗40以切換鍵組42切換至設定視圖即可自訂常用設定的預設值或其他預設欲呈現的資訊。以圖例中的下單視圖部份來說明:習慣只交易現股的投資者可將“交易種類”的預設值設為“現股”,常常以限價掛單整日的投資者可將“委託條件”的預設值設為“ROD”(Rest Of Day,當日有效),習慣以股票張數為單位的設資者可將“單位”的預設值設為“張數”。 Referring to Fig. 18, it is a schematic diagram of the screen 16 of the best five gears and the shortcut comprehensive window 40 (setting) of an embodiment of the present invention. The shortcut setting module 34 of this embodiment uses the shortcut comprehensive window 40 to allow the user to quickly perform settings in the same pop-up window, eliminating the need for the user to use layers To switch between different views through layer menu operations, you only need to switch to the setting view with the switch key group 42 in the shortcut comprehensive window 40, and you can customize the default values of commonly used settings or other preset information to be presented. Take the order view part in the legend to illustrate: investors who are used to trading only spot stocks can set the default value of "trading type" to "spot stock", and investors who often place limit orders all day can set " The default value of "Entrustment Conditions" is set to "ROD" (Rest Of Day, effective on the day), and investors who are accustomed to using the number of stocks as the unit can set the default value of "Unit" to "Number of Shares".

參閱第19圖,本發明另一實施例直式最佳五檔與快捷綜合視窗40(設定)之螢幕16畫面示意圖,此係本發明運用於陸股之直式最佳五檔(五檔盤口)與快捷綜合視窗40(設定),本實施例技術特徵與前述相同。本實施例增設的快捷設定模組34,其常用設定的預設值係以同一個快捷綜合視窗40讓使用者進行設定,使用者僅需以切換鍵組42切換至設定視圖即可自訂常用設定的預設值或其他預設欲呈現的資訊。 Referring to Fig. 19, another embodiment of the present invention is a schematic diagram of the screen 16 screen of the straight best five gears and the shortcut comprehensive window 40 (setting), which is the straight best five gears (five gears) of the present invention applied to land stocks mouth) and shortcut comprehensive window 40 (setting), the technical features of this embodiment are the same as those mentioned above. In the shortcut setting module 34 added in this embodiment, the default value of its commonly used settings is set by the same shortcut comprehensive window 40 for the user to set, and the user only needs to switch to the setting view with the switch key group 42 to customize the commonly used The default value set or other default information to be presented.

參閱第20圖,本發明一實施例應用程式20之操作流程圖,使用者利用行動裝置(如智慧手機/平板電腦/股票機)執行應用程式20以切換至某金融商品之最佳五檔視圖再以快捷綜合視窗40下單並查詢帳務與回報之操作流程,請同時參考第1圖、第2圖、第3圖、第4圖、第5圖、第6圖、第8圖與第9圖,係包含: Referring to Fig. 20, the operation flow chart of the application program 20 in an embodiment of the present invention, the user uses a mobile device (such as a smart phone/tablet computer/stock machine) to execute the application program 20 to switch to the best five views of a certain financial product Then use the shortcut comprehensive window 40 to place an order and inquire about the operation process of billing and return. Please refer to Figure 1, Figure 2, Figure 3, Figure 4, Figure 5, Figure 6, Figure 8 and Figure 8 at the same time 9 diagrams, including:

步驟S101:於裝置10上執行本發明一實施例應用程式20。使用者於行動裝置(如智慧手機/平板電腦/股票機)執行本發明之應用程式20(股票交易軟體)。 Step S101 : Execute the application program 20 of an embodiment of the present invention on the device 10 . The user executes the application program 20 (stock trading software) of the present invention on a mobile device (such as a smart phone/tablet computer/stock computer).

步驟S102:與伺服器建立連線並進行登入驗證。當通訊模組18建立Internet網路連線後,登入驗證模組22與伺服器(即,登入伺服 器)建立連線以進行登入驗證作業,在一些實施例中,當驗證成功後下載令牌(Token)並儲存於記憶體14中。在一些實施例中,使用者以帳號及密碼進行身份驗證;在一些實施例中,使用者以生物特徵進行身份驗證,例如:指紋辨識或Face ID辨識;在一些實施例中,使用者以電子憑證進行身份驗證。 Step S102: Establish a connection with the server and perform login verification. After the communication module 18 establishes the Internet network connection, log in the authentication module 22 and the server (that is, log in the server device) to establish a connection to perform login verification operations. In some embodiments, the token (Token) is downloaded and stored in the memory 14 after the verification is successful. In some embodiments, the user uses an account number and password for identity verification; in some embodiments, the user uses biometrics for identity verification, such as: fingerprint recognition or Face ID recognition; in some embodiments, the user uses electronic Credentials for authentication.

步驟S103:下載金融商品之最佳五檔資訊並產生最佳五檔視圖36a。登入後,若使用者欲查看“台積電”的最佳五檔資訊,使用者以選單操作(步驟省略,未描繪)切換至最佳五檔視圖36a,最佳五檔模組24即自伺服器(報價伺服器)下載“台積電”的最佳五檔資訊並儲存至記憶體14,再由最佳五檔模組24產生最佳五檔視圖36a並顯示於螢幕16上,如第3圖所示。 Step S103: Download the best five-level information of financial commodities and generate the best five-level view 36a. After logging in, if the user wants to check the best five information of "TSMC", the user switches to the best five view 36a through the menu operation (steps are omitted, not depicted), and the best five modules 24 are immediately uploaded from the server (Quotation server) download the best five file information of "TSMC" and store it in the memory 14, then generate the best five file view 36a by the best five file module 24 and display it on the screen 16, as shown in Figure 3 Show.

步驟S104:接收快捷綜合視窗啟動指令以產生快捷綜合視窗40。假設使用者於最佳五檔資訊中點選了第3圖中的“199元”(買方第三個檔次),此時產生快捷綜合視窗啟動指令(此亦為價位選取指令),最佳五檔模組24接收到快捷綜合視窗啟動指令即驅動快捷綜合視窗模組26產生快捷綜合視窗40。快捷綜合視窗40包含切換鍵組42且預設呈現下單視圖,為使螢幕可視範圍內同時完整呈現最佳五檔資訊及快捷綜合視窗40。快捷綜合視窗模組26遵照不覆蓋原則(即,不覆蓋最佳五檔資訊)將快捷綜合視窗40顯示於圖例最佳五檔資訊下方,於此係覆蓋於詳細報價資訊之顯示位置,如第4圖所示。在一些實施例中,使用者可點擊快捷綜合視窗按鍵38(產生快捷綜合視窗啟動指令),以產生快捷綜合視窗40。 Step S104 : Receive a shortcut comprehensive window activation command to generate a shortcut comprehensive window 40 . Assuming that the user clicks "199 yuan" in the third picture (the third level of the buyer) in the best five-level information, an instruction to start the quick comprehensive window (this is also a price selection instruction) is generated at this time, and the best five The file module 24 drives the shortcut integrated window module 26 to generate the shortcut integrated window 40 after receiving the command to start the shortcut integrated window. The shortcut comprehensive window 40 includes a switch key set 42 and presents an order view by default, so that the best five-level information and the shortcut comprehensive window 40 can be fully displayed at the same time within the visible range of the screen. The shortcut comprehensive window module 26 follows the principle of non-coverage (that is, does not cover the best five-level information) and displays the quick and comprehensive window 40 below the best five-level information of the legend, which is covered in the display position of the detailed quotation information, as shown in the first 4 as shown in Fig. In some embodiments, the user can click the shortcut comprehensive window button 38 (to generate a shortcut comprehensive window activation instruction) to generate the shortcut comprehensive window 40 .

步驟S105:接收下單指令以產生委託單。同時參閱第4圖, 產生快捷綜合視窗40並顯示於螢幕16後,使用者即可輸入未由快捷下單模組28自動填入的委託內容,圖例僅剩“單位”(即,數量)一項委託內容必須輸入即可下單。金融商品名稱/代碼不需使用者自行輸入即自前一步驟自動由快捷下單模組28帶入委託單(例如:前一步驟係於“台積電”最佳五檔視圖36a,故,委託單之商品名稱將由快捷下單模組28自動填入“台積電”),輸入或選擇完必要之委託內容後,使用者最後按下“下單按鍵”(產生下單指令)以產生委託單。 Step S105: Receive an order instruction to generate an order. Also see Figure 4, After the shortcut comprehensive window 40 is generated and displayed on the screen 16, the user can input the entrustment content that has not been automatically filled in by the quick order module 28. In the legend, there is only one entrustment content "unit" (that is, quantity) that must be entered. Orders are available. The name/code of the financial product does not need to be input by the user, which is automatically brought into the order form by the quick order module 28 from the previous step (for example: the previous step is in the best five-level view 36a of "TSMC", so the order form The commodity name will be automatically filled in by the quick order module 28 as "TSMC"). After inputting or selecting the necessary entrustment content, the user finally presses the "order button" (to generate an order order) to generate an order.

步驟S106:將委託單上傳至交易伺服器。快捷下單模組28接收下單指令後,產生委託單並上傳至交易伺服器。在一些實施例中,委託單上傳至交易伺服器後,快捷綜合視窗40即自動關閉(不顯示於最佳五檔視圖36a);在一些實施例中,委託單上傳至交易伺服器後,快捷綜合視窗40仍繼續顯示於最佳五檔視圖36a,以便使用者連續下單,直到使用者以手動方式關閉快捷綜合視窗40(右上方的“X”選項)。 Step S106: Upload the order to the transaction server. After receiving the order instruction, the quick order module 28 generates an order and uploads it to the transaction server. In some embodiments, after the order is uploaded to the transaction server, the shortcut comprehensive window 40 is automatically closed (not displayed in the best five-level view 36a); in some embodiments, after the order is uploaded to the transaction server, the shortcut The comprehensive window 40 still continues to be displayed on the best five-level view 36a, so that the user can place orders continuously until the user manually closes the quick comprehensive window 40 ("X" option on the upper right).

步驟S107:依據切換鍵組42之“回報”選取指令以呈現對應之回報視圖於快捷綜合視窗40。下單之後,使用者為了查詢委託單是否上傳成功,可點選切換鍵組42之“回報”(產生切換鍵組42之“回報”選取指令),快捷綜合視窗40驅動快捷回報模組32產生對應的回報視圖並呈現於快捷綜合視窗40,同時,上傳對應金融商品(即,“台積電”)之回報查詢指令至交易伺服器。接著,快捷回報模組32接收由交易伺服器所回傳對應於回報查詢指令之委託回報或成交回報,最後,更新顯示於回報視圖中,如第8圖所示。在一些實施例中,使用者若已於設定視圖中自訂回報視圖所要查詢的回報“包含所有金融商品”(如第18圖中最後一個設 定選項,“所有金融商品”),則,於此步驟所上傳的回報查詢指令即不限定於“對應的金融商品”,而接收到的回報即可能如第9圖所示。 Step S107 : According to the “report” selection command of the switch key group 42 , the corresponding report view is presented in the shortcut comprehensive window 40 . After placing an order, in order to check whether the order has been uploaded successfully, the user can click on the “Return” of the switch key group 42 (to generate the “Return” selection command of the switch key group 42), and the quick comprehensive window 40 drives the quick return module 32 to generate The corresponding return view is displayed in the shortcut comprehensive window 40, and at the same time, the return query command of the corresponding financial commodity (ie, "TSMC") is uploaded to the transaction server. Next, the quick return module 32 receives the entrustment return or transaction return corresponding to the return inquiry command returned by the transaction server, and finally updates and displays it in the return view, as shown in FIG. 8 . In some embodiments, if the user has customized the returns to be queried in the return view in the setting view to "include all financial products" (such as the last setting in Figure 18 If the selected option is "all financial products"), the return query instruction uploaded in this step is not limited to "corresponding financial products", and the received return may be as shown in Figure 9.

步驟S108:依據切換鍵組42之“帳務”選取指令以呈現對應之帳務視圖於快捷綜合視窗40。假設使用者於前一步驟已收到“台積電”之成交回報,此時,即可切換至帳務視圖查詢帳務資訊,點選切換鍵組42之“帳務”(產生切換鍵組42之“帳務”選取指令),快捷綜合視窗40驅動快捷帳務模組30產生帳務視圖呈現於快捷綜合視窗40,同時上傳帳務查詢指令至帳務伺服器,帳務查詢指令包含對應的金融商品(即,“台積電”)。當帳務伺服器收到帳務查詢指令即自資料庫撈取對應帳務資訊請求的帳務資訊,再由快捷帳務模組30接收帳務伺服器回傳對應帳務資訊請求之帳務資訊,最後,快捷帳務模組30將帳務資訊更新顯示於帳務視圖,如第6圖所示。圖例中的“即時庫存1,000股”,表示“目前有1,000股台積電”,而“損益+5,000”,表示“目前台積電獲利5,000元”。 Step S108 : According to the “Account” selection instruction of the switch key group 42 , the corresponding account view is presented in the shortcut comprehensive window 40 . Assuming that the user has received the transaction report of "TSMC" in the previous step, at this time, he can switch to the account view to inquire about the account information, and click the "Account" of the switch key group 42 (the switch key group 42 is generated) "Account" selection command), the quick comprehensive window 40 drives the quick account module 30 to generate the account view and presents it on the quick comprehensive window 40, and uploads the account query command to the account server at the same time, and the account query command includes the corresponding financial information Commodities (i.e., "TSMC"). When the accounting server receives the accounting query command, it retrieves the accounting information corresponding to the accounting information request from the database, and then the quick accounting module 30 receives the accounting information from the accounting server and returns the accounting information corresponding to the accounting information request , and finally, the quick accounting module 30 updates and displays the accounting information in the accounting view, as shown in FIG. 6 . "Instant inventory 1,000 shares" in the legend means "currently there are 1,000 shares of TSMC", and "profit and loss +5,000" means "currently TSMC has a profit of 5,000 yuan".

對本發明的不同實施例可理解的是,由電腦執行的程式指令可實行流程圖中的各個方塊、流程圖中方塊的組合、以及各實施例中的步驟。把該等程式指令提供給一處理器操作以產生一機器或產生硬體與軟體協同運作的資源,藉此在該處理器上執行該等指令時,將產生用以實行流程圖方塊指明之動作或技術效果的構件。不同集合的程式指令亦可使展示於流程圖方塊中的至少某些操作步驟並行地進行,且一應用程式的各個程式指令所表達的技術內容可能依不同實施例而不同。再者,亦可在不只一個處理器上進行某些該等步驟,例如本發明裝置中微處理器與周邊介面處理器所協同運作的狀況。此外,在不偏離本發明範圍或精神的條件下, 流程圖中之一或多個方塊或方塊的組合亦可與其他方塊或方塊組合同時地進行,或甚至以不同於展示出的順序來進行。 It can be understood for different embodiments of the present invention that the program instructions executed by the computer can implement each block in the flow chart, the combination of blocks in the flow chart, and the steps in each embodiment. providing the program instructions to a processor operative to produce a machine or resources cooperating with hardware and software, whereby the instructions, when executed on the processor, will produce actions for performing the actions specified in the flowchart blocks or components of technical effects. Different sets of program instructions can also make at least some of the operation steps shown in the flow chart blocks 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 can also be performed on more than one processor, such as the case where the microprocessor and the peripheral interface processor cooperate to operate in the device of the present invention. Furthermore, without departing from the scope or spirit of the invention, One or more blocks or combinations of blocks in the flowcharts may also be performed concurrently with other blocks or combinations of blocks, or even in an order different from that shown.

因此,本發明流程圖的方塊支援用以進行指明動作或技術效果的構件組合、用以進行指明動作或技術效果的步驟組合、以及用以進行指明動作或技術效果的程式指令構件。亦可了解的是,這些指明動作或技術效果是由特殊用途硬體式系統或者特殊用途硬體與程式指令協同運作來實行本發明流程圖的各個方塊以及流程圖的方塊組合。 Accordingly, the blocks of the flowchart of the present invention support combinations of means for performing specified actions or technical effects, combinations of steps for performing specified actions or technical effects, and program instruction means for performing specified actions or technical effects. It can also be understood that these specified actions or technical effects are implemented by a special-purpose hardware system or special-purpose hardware and program instructions cooperating to implement each block of the flow chart of the present invention and the combination of blocks in the flow chart.

同理,上述操作亦可運用於陸股之直式最佳五檔視圖,其操作流程與示意圖與上述實施例之說明相同,故不另贅述與圖示。 In the same way, the above operations can also be applied to the vertical best five-level view of the land stock, and the operation process and schematic diagram are the same as those described in the above embodiment, so further description and illustration will not be repeated.

綜上所述,本發明提出一種最佳五檔與快捷綜合視窗之技術,解決了先前技術無法滿足使用者於螢幕可視範圍內同時呈現完整的最佳五檔資訊並兼顧快速下單、刪單、改單、查詢帳務等多項需求,也解決了先前技術無法“簡化下單操作流程以縮短下單時間”,藉由本發明可讓使用者更方便地在最佳五檔視圖中利用同一個快捷綜合視窗同時兼顧快速下單、刪單、改單、查詢帳務與自訂常用設定的預設值,彌補了先前技術不足之處。 To sum up, the present invention proposes a technology of the best five-level and quick integrated window, which solves the problem that the previous technology cannot satisfy the user to present the complete best five-level information within the visible range of the screen at the same time and take into account the quick order placement and deletion. , changing orders, querying accounts and many other needs, it also solves the problem of "simplifying the ordering operation process and shortening the ordering time" in the previous technology. This invention allows users to use the same one in the best five-level view more conveniently. The shortcut comprehensive window also takes into account the quick order placement, deletion, modification, account query and custom default values of common settings, which makes up for the shortcomings of the previous technology.

雖然本發明的技術內容已經以較佳實施例揭露如上,然其並非用以限定本發明,任何熟習此技藝者,在不脫離本發明之精神所作些許之更動與潤飾,皆應涵蓋於本發明的範疇內,因此本發明之保護範圍當視後附之申請專利範圍所界定者為準。 Although the technical content of the present invention has been disclosed above with preferred embodiments, it is not intended to limit the present invention. Any modification and modification made by those skilled in the art without departing from the spirit of the present invention should be covered by the present invention. Therefore, the scope of protection of the present invention should be defined by the scope of the appended patent application.

20:應用程式 20: Apps

22:登入驗證模組 22: Login verification module

24:最佳五檔模組 24: Best fifth gear mod

26:快捷綜合視窗模組 26:Shortcut comprehensive window module

28:快捷下單模組 28: Quick order module

30:快捷帳務模組 30: Quick account module

32:快捷回報模組 32: Quick return module

Claims (11)

一種最佳五檔與快捷綜合視窗之裝置,該裝置包含:一通訊模組,用以建立Internet網路連線;一登入驗證模組,用以與一伺服器建立連線並進行登入驗證;一最佳五檔模組,用以下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,該最佳五檔視圖包含一快捷綜合視窗按鍵,以及,接收該快捷視窗按鍵被操作後產生之一快捷綜合視窗啟動指令以驅動一快捷綜合視窗模組;其中,該快捷綜合視窗模組,以不覆蓋該最佳五檔資訊為預設原則產生並彈出對應該金融商品之一快捷綜合視窗,以使一螢幕之一可視範圍同時顯示完整的該快捷綜合視窗與完整的該最佳五檔資訊,該快捷綜合視窗包含一切換鍵組,依據該切換鍵組之選取指令驅動一快捷下單模組或一快捷回報模組,該快捷綜合視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性;其中,該快捷下單模組,產生一下單視圖呈現於該快捷綜合視窗,接收一價位選取指令所對應之一數值填入該金融商品之一委託單之一委託價格,接收一下單指令以產生該委託單,及,將該委託單上傳至一交易伺服器;其中,該快捷回報模組,產生一回報視圖呈現於該快捷綜合視窗,並上傳對應該金融商品之一回報查詢指令至該交易伺服器,接收該交易伺服器回傳對應該回報查詢指令之一委託回報或一成交回報,將該 委託回報或該成交回報更新顯示於該回報視圖,接收該委託回報之一刪除指令或一更改指令,及,將該刪除指令或該更改指令上傳至該交易伺服器;一記憶體,用以儲存一應用程式、該最佳五檔資訊、該價位選取指令所對應之該數值、該委託單、一帳務資訊、該委託回報、該成交回報、該刪除指令及該更改指令,該應用程式包含該登入驗證模組、該最佳五檔模組、該快捷綜合視窗模組、該快捷下單模組與該快捷回報模組;該螢幕,用以顯示該應用程式之圖形化使用者介面及處理觸控操作事件;一或多個處理器,連接該記憶體與該螢幕並執行該應用程式。 A device with the best five-level and quick comprehensive window, the device includes: a communication module, used to establish an Internet network connection; a login verification module, used to establish a connection with a server and perform login verification; A best five-level module, used to download one of the best five-level information of a financial product, and generate one of the best five-level views of the financial product according to the best five-level information, and the best five-level view includes a shortcut The integrated window button, and receiving a quick integrated window activation instruction generated after the shortcut window button is operated to drive a quick integrated window module; wherein, the quick integrated window module is not to cover the best five files of information The default principle generates and pops up a quick comprehensive window corresponding to the financial product, so that a visible area of a screen displays the complete quick comprehensive window and the complete best five-level information at the same time, and the quick comprehensive window includes a switch button According to the selection command of the switching key group, a quick order module or a quick return module is driven. The quick comprehensive window is a floating window (Floating Window) that can be moved to any position and has a permanent position Top-level (Always-On-Top) attribute; among them, the quick order module generates an order view and presents it in the quick comprehensive window, receives a value corresponding to a price selection command and fills it into an order of the financial product An order price, receiving an order instruction to generate the order, and uploading the order to a transaction server; wherein, the quick return module generates a return view to be displayed on the quick comprehensive window, and uploads the corresponding A return query command of financial products is sent to the transaction server, and the transaction server returns an entrustment return or a transaction return corresponding to the return query command, and the The entrustment report or the transaction report is updated and displayed in the report view, receiving a delete order or a change order of the entrustment return, and uploading the delete order or the change order to the transaction server; a memory for storing An application, the best five information, the value corresponding to the price selection order, the order, an account information, the order return, the transaction return, the delete order and the change order, the application includes The login verification module, the best five file module, the quick comprehensive window module, the quick order module and the quick report module; the screen for displaying the graphical user interface of the application program and Handling touch operation events; one or more processors, connecting the memory and the screen and executing the application program. 如請求項1所述之最佳五檔與快捷綜合視窗之裝置,其中該應用程式更包含:一快捷設定模組,產生一設定視圖呈現於該快捷綜合視窗,及,接收該下單視圖之一至複數項常用設定之一預設值;其中,該切換鍵組之選取指令更包含執行以下程序:驅動該快捷設定模組。 The device for the best five-level and quick comprehensive window as described in request item 1, wherein the application program further includes: a quick setting module, which generates a setting view and presents it on the quick comprehensive window, and receives the order view A preset value of one to a plurality of commonly used settings; wherein, the selection command of the switching key set further includes executing the following procedure: driving the shortcut setting module. 如請求項2所述之最佳五檔與快捷綜合視窗之裝置,其中該常用設定係選自以下任一或任意組合:一交易種類(包含一現股、一融資與一融券)、一委託條件(包含一ROD、一IOC與一FOK)、一單位(包含一股數或一張數)。 The device of the best five-level and quick comprehensive window as described in claim 2, wherein the commonly used settings are selected from any or any combination of the following: a transaction type (including a spot stock, a financing and a securities lending), a Order conditions (including one ROD, one IOC and one FOK), one unit (including one share or one sheet). 如請求項2所述之最佳五檔與快捷綜合視窗之裝置,其中該快捷設定模組更包含:接收一帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:對應該金融商品之一庫存數量資訊、對應該金融商品之一庫存損益資訊、一所有庫存數量資訊、一所有庫存損益資訊、一應收與應付款資訊、一銀行帳戶餘額資訊。 The device of the best five files and shortcut comprehensive window as described in claim 2, wherein the shortcut setting module further includes: the accounting information to be queried when receiving an accounting inquiry command is selected from any of the following or any combination : Inventory quantity information corresponding to the financial product, inventory profit and loss information corresponding to the financial product, inventory quantity information, inventory profit and loss information, receivable and payable information, and bank account balance information. 如請求項1所述之最佳五檔與快捷綜合視窗之裝置,其中該快捷綜合視窗啟動指令即該價位選取指令,當第一次點擊操作該最佳五檔資訊其中之一檔次價格時產生該快捷綜合視窗,預設呈現該下單視圖於該快捷綜合視窗,並將該檔次價格所對應之該數值填入該委託單之該委託價格。 The device for the best five grades and the quick comprehensive window as described in claim 1, wherein the quick comprehensive window activation command is the price selection command, which is generated when the price of one of the best five grades of information is clicked for the first time The quick comprehensive window displays the order view by default in the quick comprehensive window, and fills in the value corresponding to the grade price into the entrusted price of the order. 如請求項1所述之最佳五檔與快捷綜合視窗之裝置,更包含:一快捷帳務模組,該快捷帳務模組,產生一帳務視圖呈現於該快捷綜合視窗,上傳一帳務查詢指令至一帳務伺服器,該帳務查詢指令包含對應的該金融商品以及一帳務資訊請求,接收該帳務伺服器回傳對應該帳務資訊請求之一帳務資訊,及,將該帳務資訊更新顯示於該帳務視圖。 The device of the best five files and the quick comprehensive window as described in claim 1 further includes: a quick account module, the quick account module generates an account view and presents it on the quick comprehensive window, and uploads an account Sending an accounting query command to an accounting server, the accounting query command includes the corresponding financial product and an accounting information request, receiving the accounting information corresponding to the accounting information request returned by the accounting server, and, Update and display the accounting information in the accounting view. 一種最佳五檔與快捷綜合視窗之方法,應用於一行動裝置,該行動裝置包含一通訊模組、一記憶體及一螢幕,該方法包含:與一伺服器建立連線並進行一登入驗證; 下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,該最佳五檔視圖包含一快捷綜合視窗按鍵;接收該快捷視窗按鍵被操作後產生之一快捷綜合視窗啟動指令以不覆蓋該最佳五檔資訊為預設原則產生並彈出對應該金融商品之一快捷綜合視窗,以使該螢幕之一可視範圍同時顯示完整的該快捷綜合視窗與完整的該最佳五檔資訊,該快捷綜合視窗包含一切換鍵組,該快捷綜合視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性;依據該切換鍵組之選取指令以呈現對應之一下單視圖、一帳務視圖或一回報視圖於該快捷綜合視窗。 A method for the best five-level and quick integrated window, applied to a mobile device, the mobile device includes a communication module, a memory and a screen, the method includes: establishing a connection with a server and performing a login verification ; Downloading one of the best five-level information of a financial product, generating one of the best five-level views of the financial product based on the best five-level information, the best five-level view includes a shortcut comprehensive window button; receiving the shortcut window button is After the operation, a shortcut comprehensive window activation command is generated based on the default principle of not covering the best five files of information, and a shortcut comprehensive window corresponding to the financial product pops up, so that a visible range of the screen can display the complete shortcut at the same time The comprehensive window and the complete information of the best five gears, the shortcut comprehensive window includes a switch key set, the shortcut comprehensive window is a floating window (Floating Window) that can be moved to any position, and has a permanent position on the top ( Always-On-Top) attribute; according to the selection command of the switch key group, a corresponding order view, a bill view or a return view will be presented in the shortcut comprehensive window. 如請求項7所述的最佳五檔與快捷綜合視窗之方法,其中更包含:依據該切換鍵組之選取指令產生一設定視圖呈現於該快捷綜合視窗;及接收該下單視圖之一至複數項常用設定之一預設值。 The method for the best five-level and shortcut comprehensive window as described in request item 7, which further includes: generating a setting view according to the selection command of the switching key group and presenting it in the shortcut comprehensive window; and receiving one to a plurality of the order view One of the default values for frequently used settings. 如請求項8所述的最佳五檔與快捷綜合視窗之方法,其中該常用設定係選自以下任一或任意組合:一交易種類(包含一現股、一融資與一融券)、一委託條件(包含一ROD、一IOC與一FOK)或一單位(包含一股數或一張數)。 The method of the best five files and quick comprehensive window as described in claim item 8, wherein the commonly used setting is selected from any or any combination of the following: a transaction type (including a spot stock, a financing and a securities lending), a Order conditions (including one ROD, one IOC and one FOK) or one unit (including one share or one sheet). 如請求項8所述的最佳五檔與快捷綜合視窗之方法,其中更包含: 接收一帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:對應該金融商品之一庫存數量資訊、對應該金融商品之一庫存損益資訊、一所有庫存數量資訊、一所有庫存損益資訊、一應收與應付款資訊及一銀行帳戶餘額資訊。 The method of the best five gears and the shortcut comprehensive window as described in claim 8, which further includes: The account information to be inquired upon receiving an account inquiry command is selected from any one or any combination of the following: information corresponding to a stock quantity of the financial product, information corresponding to a stock profit and loss of the financial product, information of a stock quantity, 1. All inventory profit and loss information, 1. Receivable and payable information, and 1. Bank account balance information. 如請求項7所述的最佳五檔與快捷綜合視窗之方法,其中該快捷綜合視窗啟動指令即一價位選取指令,當第一次點擊操作該最佳五檔資訊其中之一檔次價格時產生該快捷綜合視窗,預設呈現該下單視圖於該快捷綜合視窗,並將該檔次價格所對應之一數值填入一委託單之一託價格。 The method for the best five grades and the quick comprehensive window as described in claim item 7, wherein the quick comprehensive window activation command is a price selection command, which is generated when the price of one of the best five grades of information is clicked for the first time In the shortcut comprehensive window, the order view is displayed in the shortcut comprehensive window by default, and a numerical value corresponding to the grade price is filled into an order price of an order.
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