CN1614603A - Financial goods trade learning system and method - Google Patents

Financial goods trade learning system and method Download PDF

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Publication number
CN1614603A
CN1614603A CN 200310103506 CN200310103506A CN1614603A CN 1614603 A CN1614603 A CN 1614603A CN 200310103506 CN200310103506 CN 200310103506 CN 200310103506 A CN200310103506 A CN 200310103506A CN 1614603 A CN1614603 A CN 1614603A
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user
transaction
financial products
learning system
steps
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CN 200310103506
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Chinese (zh)
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江志明
张锋智
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Individual
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Abstract

A learning system of financial commodity transaction comprises a transaction unit; a transposed file device; an user transaction experience device including operational diary device, uniterm operational analysis device and operational standard maintenance device; and an experience sharing device. The user transaction experience, financial commodity trend analysis chart can be integrated in this learning system so the learner can learn various experience and operation from the system.

Description

Financial products transaction learning system and method
Technical field
The present invention relates to a kind of financial products transaction learning system and method, the particularly a kind of user's of integration transaction data base, financial products trend analysis figure, user's transaction experience, and other user the conclude the business financial products of experience conclude the business learning system and method.
Background technology
The present solution of learning in the financial products transaction is mostly to provide complete information; One pattern is the solution that the entry network site dealer provides, and announces that with the stock market information of YAHOO or Sina website now hurdle etc. is an example, comprise provide user stock market news, personal share dish gesture or trend analysis, record keeping this; Or be example with the financial web site of specialty, its solution comprises that news, industrial research report, personal share research report are main; The solution of another pattern, with now E-Stock website (http://www.e-stock.com.tw) is example, though the user can be provided the competition of relevant financial products transaction, in the complete learning process of right shortcoming three key elements that must comprise: memory, thinking, feedback, its transaction contest is except that the competition result that a virtual trading environment is provided, the player is difficult to therefrom obtain results of learning, more, can't inspect the reason of analyzing contest success or failure because of continuing the The Tracing Historical process of exchange.
Summary of the invention
Therefore, first purpose of the present invention provides a kind of financial products transaction learning system and method for emulation financial products transaction.
Another object of the present invention provides a kind of financial products transaction learning system and method that possesses the global learning process of memory, thinking, feedback three elements.
A further object of the present invention provides a kind of financial products transaction learning system and method that possesses single target operation follow-up analysis device.
Another purpose of the present invention provides the financial products transaction learning system and the method for operating experience sharing mechanism between a kind of user of possessing.
Another object of the present invention provides a kind of financial products transaction learning system and method that mechanism was safeguarded, shares and included in to operational norm voluntarily that possess.
The present invention effectively solves the shortcoming that above-mentioned prior art can't provide results of learning, mainly provides user's one financial products operation diary device, a single target Operations Analyst device and an operational norm attending device.The present invention integrates user's transaction data base, trend analysis figure, individual transaction experience, online friend and concludes the business experience in a website, forms the system and method for study financial products transaction.
The present invention will be described below with reference to accompanying drawing, and those skilled in the art will be appreciated that following explanation only is an example, rather than are used for limiting the present invention.
Description of drawings
Figure 1A and Figure 1B are not open operation criterion and financial products transaction learning system synoptic diagram and process flow diagrams that the account is made zero of the present invention's first preferred embodiment;
Fig. 2 A and Fig. 2 B are the present invention's second preferred embodiment open operation criterion and financial products transaction learning system synoptic diagram and process flow diagram that the account is made zero;
Fig. 3 A and Fig. 3 B are not open operation criterion and the financial products that account do not made zero transaction learning system synoptic diagram and process flow diagrams of the present invention's the 3rd preferred embodiment;
Fig. 4 A and Fig. 4 B are the present invention's the 4th preferred embodiment open operation criterion and the financial products that account do not made zero transaction learning system synoptic diagram and process flow diagram.
10,20,30,40-financial products transaction learning system description of reference numerals:; 11,21,31,41-first workstation; 12,22,32,42-second workstation; 101,201,301,401-transaction system; 102,202,302, the 402-part device of larding speech with literary allusions; 103,203,303,403-experience sharing apparatus; 104,204,304,404-user concludes the business through experiment device; 104a, 204a, 304a, 404a-operation diary device; 104b, 204b, the single target Operations Analyst of 304b, 404b-device; 104c, 204c, 304c, 404c-operational norm attending device.
Embodiment
In first to fourth preferred embodiment below, the present invention's one financial products transaction learning system, comprise that lard speech with literary allusions part device, a user of a transaction system, conclude the business through experiment device, an experience sharing apparatus, wherein user's transaction also comprises financial products operation diary device through experiment device, one single target Operations Analyst device, an operational norm attending device.
The user carries out financial products operations by transaction system, and can be at the operational norm attending device, and is newly-increased or revise himself operational norm, also can select whether other user's reference to be given in this operational norm opening, or quote other user's operational norm; System every day is by the part device of larding speech with literary allusions, produce the user behind this financial products operating result, continue record user's operating result every day and historical record by financial products operation diary device, the user also can be by single target Operations Analyst device, analyze self outside the operation performance and historical record of the specific target of each financial products, also can analyze at other user's operation performance and historical record, the user also can comply with its satisfaction to operating result, whether decision closes the stock, restarts transaction.The user also can conclude the business through experiment device by experience sharing apparatus 103 other users' of inquiry user, if it is good that the user of reference operates performance, then can produce the results of learning of a forward feedback, not good if the user of reference operates performance, also can produce the results of learning of a negative sense feedback.
Hereinafter network is meant internet, corporate intranet network or the combination of the two, and for simplifying accompanying drawing, display network part not among Fig. 1 to Fig. 4; Financial products transaction learning system can be an e-transaction platform.
First preferred embodiment:
Seeing also Figure 1A and Figure 1B, is not open operation criterion and financial products transaction learning system 10 (being called for short learning system 10) and method synoptic diagram and process flow diagram that the account is made zero of the present invention's first preferred embodiment, comprises the following steps:
The steps A of Figure 1A (step 101 of Figure 1B): a user is in a workstation1 1, increase an operational norm newly to operational norm attending device 104c by network, and determine this criterion to give other online friend and use (steps A 1) for open, other user then can't with reference to and quote this criterion (steps A 2 not shown in the figures);
The step B of Figure 1A (step 102 of Figure 1B): the user provides transaction data to a transaction system 101 in workstation1 1 by network;
The step C that Figure 1A does not show (step 103 of Figure 1B): learning system 10 is judged user's trade date and times, sets the opening price that knock-down price is all stocks, and every transaction and treasury stock have been deducted securities trading tax and service charge all;
The step D of Figure 1A (step 104 of Figure 1B): learning system 10 is updated to user's transaction through experiment device 104 by the part device 102 of larding speech with literary allusions with up-to-date closing price, calculates the profit and loss situation of user's operation;
The step e of Figure 1A (step 105 of Figure 1B): the user is in workstation1 1, and one operation diary device 104a inquires about and read passing All Activity by the network mat;
The step F of Figure 1A (step 106 of Figure 1B): the user by network mat one single target Operations Analyst device 104b, follows the trail of the complete record of passing this single target of operation in workstation1 1;
The step G of Figure 1A (step 107 of Figure 1B): another user is in second workstation1 2, and by network mat one experience sharing apparatus 103 (step G1), inquiry user transaction produces results of learning through experiment device 104 (step G2);
The step H of Figure 1A (step 108 of Figure 1B): the dissatisfied operation of user performance, in workstation1 1, the account is made zero by network mat transaction system 101, close the stock.
Second preferred embodiment:
See also Fig. 2 A and Fig. 2 B, it is the present invention's second preferred embodiment open operation criterion and financial products transaction learning system 20 (being called for short learning system 20) and method synoptic diagram and process flow diagram that the account is made zero, comprises the following steps:
The steps A of Fig. 2 A (step 201 of Fig. 2 B): a user is in a workstation 21, increase an operational norm newly to operational norm attending device 204c by network, and determining this operational norm to open to give other online friend to use (steps A 1), another user can include operational norm (steps A 2) in one second workstation 22;
The step B of Fig. 2 A (step 202 of Fig. 2 B): the user provides transaction data to a transaction system 201 in workstation 21 by network;
The step C that Fig. 2 A does not show (step 203 of Fig. 2 B): learning system 20 is judged user's trade date and times, sets the opening price that knock-down price is all stocks, and every transaction and treasury stock have been deducted securities trading tax and service charge all;
The step D of Fig. 2 A (step 204 of Fig. 2 B): learning system 20 is updated to user's transaction through experiment device 204 by the part device 202 of larding speech with literary allusions with up-to-date closing price, calculates the profit and loss situation of user's operation;
The step e of Fig. 2 A (step 204 of Fig. 2 B): the user is in workstation 21, and one operation diary device 204a inquires about and read passing All Activity by the network mat;
The step F of Fig. 2 A (step 206 of Fig. 2 B): the user by network mat one single target Operations Analyst device 204b, follows the trail of the complete record of passing this single target of operation in workstation 21;
The step G of Fig. 2 A (step 207 of Fig. 2 B): another user is in second workstation 22, and by network mat one experience sharing apparatus 203 (step G1), inquiry user transaction produces results of learning (step G2) through experiment device 204;
The step H of Fig. 2 A (step 208 of Fig. 2 B): the dissatisfied operation of user performance, in workstation 21, the account is made zero by network mat transaction system 201, close the stock.
The 3rd preferred embodiment:
See also Fig. 3 A and Fig. 3 B, it is not open operation criterion and the financial products that account do not made zero transaction learning system 30 (being called for short learning system 30) and method synoptic diagram and a process flow diagram of the present invention's the 3rd preferred embodiment, comprises the following steps:
The steps A of Fig. 3 A (step 301 of Fig. 3 B): a user is in a workstation 31, increase an operational norm newly to operational norm attending device 304c by network, and determine this criterion to give other online friend and use (steps A 1) for open, other user then can't with reference to and quote this criterion (steps A 2 not shown in the figures);
The step B of Fig. 3 A (step 302 of Fig. 3 B): the user provides transaction data to a transaction system 301 in workstation 31 by network;
The step C that Fig. 3 A does not show (step 303 of Fig. 3 B): learning system 30 is judged user's trade date and times, sets the opening price that knock-down price is all stocks, and every transaction and treasury stock have been deducted securities trading tax and service charge all;
The step D of Fig. 3 A (step 304 of Fig. 3 B): learning system 30 is updated to user's transaction through experiment device 304 by the part device 302 of larding speech with literary allusions with up-to-date closing price, calculates the profit and loss situation of user's operation;
The step e of Fig. 3 A (step 305 of Fig. 3 B): the user is in workstation 31, and one operation diary device 304a inquires about and read passing All Activity by the network mat;
The step F of Fig. 3 A (step 306 of Fig. 3 B): the user by network mat one single target Operations Analyst device 304b, follows the trail of the complete record of passing this single target of operation in workstation 31;
The step G of Fig. 3 A (step 307 of Fig. 3 B): another user is in second workstation 32, and by network mat one experience sharing apparatus 303 (step G1), inquiry user transaction produces results of learning (step G2) through experiment device 304;
The step H of Fig. 3 A (step 308 of Fig. 3 B): user's satisfactory operation performance continues to operate by transaction system 301.
The 4th preferred embodiment:
See also Fig. 4 A and Fig. 4 B, it is the present invention's the 4th preferred embodiment open operation criterion and the financial products that account do not made zero transaction learning system 40 (being called for short learning system 40) and method synoptic diagram and process flow diagram, comprises the following steps:
The steps A of Fig. 4 A (step 401 of Fig. 4 B): a user is in a workstation 41, increase an operational norm newly to operational norm attending device 404c by network, and determining this operational norm to open to give other online friend to use (steps A 1), another user can include operational norm (steps A 2) (steps A 2) in second workstation 42;
The step B of Fig. 4 A (step 402 of Fig. 4 B): the user provides transaction data to a transaction system 401 in workstation 41 by network;
The step C that Fig. 4 A does not show (step 403 of Fig. 4 B): learning system 40 is judged user's trade date and times, sets the opening price that knock-down price is all stocks, and every transaction and treasury stock have been deducted securities trading tax and service charge all;
The step D of Fig. 4 A (step 404 of Fig. 4 B): learning system 40 is updated to user's transaction through experiment device 404 by the part device 402 of larding speech with literary allusions with up-to-date closing price, calculates the profit and loss situation of user's operation;
The step e of Fig. 4 A (step 405 of Fig. 4 B): the user is in workstation 41, and one operation diary device 404a inquires about and read passing All Activity by the network mat;
The step F of Fig. 4 A (step 406 of Fig. 4 B): the user by network mat one single target Operations Analyst device 404b, follows the trail of the complete record of passing this single target of operation in workstation 41;
The step G of Fig. 4 A (step 407 of Fig. 4 B): another user is in second workstation 42, and by network mat one experience sharing apparatus 403 (step G1), inquiry user transaction produces results of learning (step G2) through experiment device 404;
The step H of Fig. 4 A (step 408 of Fig. 4 B): user's satisfactory operation performance continues to operate by transaction system 401.
The above is preferred embodiment of the present invention only, but shall not be applied to restriction practical range of the present invention, and all parts of doing according to content of the present invention are revised, and when not running counter to spirit of the present invention, all should belong to scope of the present invention.
Financial products transaction learning system of the present invention and method according to first to fourth embodiment, the user can write down all financial products process of exchanges by native system, follow the trail of arbitrary transaction time point situation, and can strengthen user's memory by integrating all users conclude the business experience, financial products trend analysis chart; The user also can verify the correctness of its operation decision-making, as the points for attention of operating in the future by the operation performance analysis of single target; Can pass through the experience sharing apparatus between the user, the operation record and the performance of inquiring about other user absorb the operating experience that becomes self with its experience, in the future operation produces a feedback effect; Therefore, by examining individual operating experience and sharing other user's experience, can be the feedback mechanism that the user creates the operation of study financial products.
In sum, technological means of the present invention and can reach the results of learning that effect all can't be reached with prior arts such as YAHOO, Sina website, E-Stock, more possess in the complete learning process three key elements that must comprise: memory, thinking, feedback.

Claims (25)

1. financial products transaction learning system comprises:
One transaction system provides transaction data for user's mat one workstation by network, concludes the business; And
One user transaction is write down the process of exchange of user in transaction system through experiment device.
2. financial products transaction learning system as claimed in claim 1, wherein user's transaction provides financial products transaction results of learning through experiment device.
3. financial products transaction learning system as claimed in claim 1, wherein user's transaction also comprises an operation diary device through experiment device, record user All Activity process in transaction system is for user's mat workstation, by network inquiry and read passing transaction record.
4. financial products transaction learning system as claimed in claim 1, wherein the user can be made zero the account at transaction system under the situation of dissatisfied operation performance, closes the stock.
5. financial products transaction learning system as claimed in claim 1, wherein user's transaction also comprises a single target Operations Analyst device through experiment device, analyzes the process of exchange of user's each target in transaction system.
6. financial products transaction learning system as claimed in claim 5, wherein the user can follow the trail of the complete record of passing this single target of operation at single target Operations Analyst device.
7. financial products transaction learning system as claimed in claim 1, wherein user's transaction also comprises an operational norm attending device through experiment device, for user's attended operation criterion.
8. financial products transaction learning system as claimed in claim 7, wherein the user can be at the operational norm attending device, and the open operation criterion is given other user's reference.
9. financial products transaction learning system as claimed in claim 7, wherein the user can be at the operational norm attending device, and the open operation criterion is not given other user's reference.
10. a kind of financial products transaction learning system as claimed in claim 8, wherein other user can inspect open operational norm in the operational norm attending device.
11. financial products transaction learning system as claimed in claim 8, wherein other user can include open operational norm in the operational norm attending device.
12. financial products transaction learning system as claimed in claim 1 also comprises the part device of larding speech with literary allusions, and in order to transaction results is updated to user's transaction through experiment device, calculates the profit and loss situation of user's operation.
13. as the financial products of claim 12 transaction learning system, the part of wherein larding speech with literary allusions is installed on the every day Preset Time changes shelves automatically, fills financial products transaction value every day automatically.
14. financial products transaction learning system as claimed in claim 1 also comprises an experience sharing apparatus, in order to the transaction experience that provides the user to inquire about other user, produces the feedback effect of study mutually.
15. a financial products transaction learning method comprises the following steps:
B. the user provides transaction data to a transaction system in a workstation by network, concludes the business; And
E. the user through experiment device, inquires about the process of exchange in transaction system in user transaction.
16. the financial products transaction learning method as claim 15 also comprises the following steps:
A. the user increases an operational norm newly to the operational norm attending device in a workstation by network.
17. the financial products transaction learning method as claim 16 also comprises the following steps:
A1. the user determines this operational norm opening to give other user's reference.
18. the financial products transaction learning method as claim 17 also comprises the following steps:
A2. other user quotes this operational norm.
19. the financial products transaction learning method as claim 15 also comprises the following steps:
A3. the user determines that the open operation criterion is not given other user's reference.
20. the financial products transaction learning method as claim 15 also comprises the following steps:
C. financial products transaction learning system is judged user's trade date and time, sets the opening price that knock-down price is all stocks, and every transaction and treasury stock have been deducted securities trading tax and service charge all.
21. the financial products transaction learning method as claim 15 also comprises the following steps:
D. financial products transaction learning system is updated to user's transaction through experiment device by the part device of larding speech with literary allusions with up-to-date closing price, calculates the profit and loss situation of user's operation.
22. the financial products transaction learning method as claim 15 also comprises the following steps:
F. the user by network mat one single target Operations Analyst device, follows the trail of the complete record of passing this single target of operation in workstation.
23. the financial products transaction learning method as claim 15 also comprises the following steps:
G. another user inquires about other user's transaction through experiment device in one second workstation by network mat experience sharing apparatus.
24. the financial products transaction learning method as claim 15 also comprises the following steps:
H1. the dissatisfied operation of user performance in workstation, makes zero the account by network mat transaction system, closes the stock.
25. the financial products transaction learning method as claim 15 also comprises the following steps:
H2. user's satisfactory operation performance in workstation, continues to operate by network mat transaction system.
CN 200310103506 2003-11-05 2003-11-05 Financial goods trade learning system and method Pending CN1614603A (en)

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Application Number Priority Date Filing Date Title
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Publications (1)

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Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN102376069A (en) * 2010-08-20 2012-03-14 宝硕财务科技股份有限公司 Financial certification system and method
TWI490828B (en) * 2010-10-01 2015-07-01 Apex Internat Financial Engineering Res & Tech Co Method of finance specialty certification

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN102376069A (en) * 2010-08-20 2012-03-14 宝硕财务科技股份有限公司 Financial certification system and method
TWI490828B (en) * 2010-10-01 2015-07-01 Apex Internat Financial Engineering Res & Tech Co Method of finance specialty certification

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