TWI708201B - Stock management interface system and method for suggesting changing stock - Google Patents

Abstract

A method for suggesting changing stock comprising: providing a stock managing interface, wherein the stock management interface comprises a held stock and a held stock trading data associated with the held stock; associating out a stock list from all of stocks according to a logic term; storing the logic term and the corresponding stock list; monitoring the held stock, labeling a stock changing suggestion label corresponding to the held stock in the stock managing interface when the held stock reach a predefined condition; and providing a stock changing suggestion interface according to a click action of the stock changing suggestion label, wherein the stock changing suggestion interface comprises the stock list and candidate stock trading data associated with the stock list.

Description

Stock management interface system and recommendation method for stock exchange

The present invention relates to a stock management interface system and a stock exchange recommendation method, in particular to a stock that can monitor the stocks held and send a notification message or provide a recommended stock selection list and related information to users when the stocks held meet preset conditions Management interface system and recommended methods for share swaps.

For investors who hold stocks, the most common problems encountered are the following two points: First, although it is very convenient and easy to monitor stock information through the Internet, investors cannot monitor their holdings at all times. Various stocks. Therefore, investors often cannot immediately find that a certain stock has reached the conditions for stock replacement, and lose the best time to replace the stock.

Second, when an investor decides to change stocks, the existing stock system cannot provide relevant exchange information or recommended stocks for investors' reference at this time. Therefore, investors often need to re-analyze and judge the stock information of each stock. This will consume a lot of time and spirit of investors.

In view of this, there will be a need to monitor whether the stocks held meet the preset conditions at any time, and send a notification message when the preset conditions are met, and provide recommended stocks and related assets. Xun’s stock management interface system and stock exchange recommendation methods.

The main purpose of the present invention is to provide a stock management interface system and a stock exchange recommendation method for sending notification messages when the preset benchmark conditions are reached.

Another object of the present invention is to provide a stock management interface system and a stock conversion recommendation method that provide recommended stocks and related information when the preset benchmark conditions are reached.

In order to achieve the above-mentioned purpose, a stock management interface system provided by the present invention includes: a system database storing at least one stock held by a user; and a server that allows a mobile communication device to connect and log in. The server includes: a treasury stock management module, accesses the system database, and provides a treasury stock management interface to display on the mobile communication device, wherein the treasury stock management interface includes the held stocks and transaction data of the held stocks; And a stock conversion diagnostic recommendation module. The stock conversion diagnostic recommendation module includes: a logic module that associates a stock selection list from all stocks according to a logical condition, and combines the logical condition and the corresponding stock selection list Stored in the system database; the conversion diagnostic recommendation module monitors the stock held, and when the stock held meets a preset benchmark condition, the conversion diagnostic recommendation module corresponds to the corresponding stock in the treasury stock management interface The stocks held are marked with a suggested stock exchange label, and a stock exchange recommendation interface is provided according to a click action of the suggested stock exchange label to be displayed on the mobile communication device, wherein the stock exchange recommendation interface includes the stock selection list and is associated with the choice Candidate stock transaction information in the stock list.

When implemented, the logical condition is an optional logical condition or a recommended logical condition.

In implementation, the stock selection list includes at least one candidate stock, and the candidate stock meets the logical condition; wherein the system database stores news information related to the holding stock or one of the candidate stocks.

When implemented, the share swap diagnosis recommendation module further includes a benchmark condition setting module The group provides a reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition.

When implemented, the system database stores profit and loss information related to one of the stocks held.

When implemented, the conversion recommendation interface includes the name of the qualified stock, the preset benchmark condition, a stock profit and loss information of the qualified stock, and the logical condition.

According to the objective of the present invention, a method for recommending stock exchange is further provided, including: providing a treasury stock management interface to display on a mobile communication device, wherein the treasury stock management interface includes a stock held and transaction data of the stock held; according to a logic The condition associates a stock selection list from all stocks stored in a system database; stores the logical condition and the corresponding stock selection list in the system database; monitors the stock held, when the stock held meets a preset In the case of the benchmark condition, a suggested stock exchange label is displayed on the treasury stock management interface corresponding to the stocks held; and a stock exchange recommendation interface is provided according to a click action of the suggested stock exchange label to be displayed on the mobile communication device, wherein The stock exchange recommendation interface includes the stock selection list and candidate stock transaction data related to the stock selection list.

When implemented, the logical condition is an optional logical condition or a recommended logical condition.

In implementation, the stock selection list includes at least one candidate stock that meets the logical condition; wherein the stock exchange recommendation method further includes providing a news display interface displayed on the mobile communication device, and the news display interface includes information related to the holding A stock news about the stock or the candidate stock.

During implementation, it further includes providing a reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition.

When implemented, the share swap recommendation interface includes the name of the qualified stock, the preset benchmark condition, a stock profit and loss information of the qualified stock, and the logical condition.

In order to further understand the present invention, the following is a detailed description of the specific components of the present invention and the effects achieved by the preferred embodiments, in conjunction with the drawings and figure numbers.

10‧‧‧Mobile communication device

100‧‧‧Stock Management Interface System

110‧‧‧System Database

120‧‧‧Server

122‧‧‧Recommended chess set for share swap diagnosis

122A‧‧‧Logic Module

122B‧‧‧Standard condition setting module

124‧‧‧Treasury stock management module

200‧‧‧Recommended Method of Share Exchange

210~250‧‧‧Step

300‧‧‧Recommended Method of Share Exchange

310~370‧‧‧step

400‧‧‧Treasury stock management interface

412~418‧‧‧Stocks held

422~428‧‧‧Recommended stock exchange label

432~438‧‧‧Base Condition Label

442~448‧‧‧Stock transaction information

500‧‧‧Share swap recommendation interface

510‧‧‧Name of stock held

520‧‧‧Preset reference conditions

530~534‧‧‧Stock profit and loss information

540‧‧‧logical conditions

550‧‧‧Stock Selection List

560‧‧‧Candidate stock transaction information

600‧‧‧Share swap recommendation interface

610‧‧‧logical conditions

620‧‧‧Stock Selection List

630‧‧‧Candidate stock transaction information

Figure 1 is a system architecture diagram of a specific embodiment of the stock management interface system of the present invention.

Figure 2 is a flowchart of a specific embodiment of the stock exchange recommendation method of the present invention.

Figure 3 is a flowchart of another specific embodiment of the stock exchange recommendation method of the present invention.

FIG. 4A is a schematic diagram of a specific embodiment of the stock management interface adopting system of the present invention to issue a suggested stock exchange label for the stock held.

FIG. 4B is a schematic diagram of another specific embodiment of the stock management interface system of the present invention issuing a suggested stock exchange label for the stock held.

Fig. 4C is a schematic diagram of another specific embodiment of the stock management interface system of the present invention issuing a suggested stock exchange label for the stock held.

Figure 5 is a schematic diagram of a specific embodiment of the stock exchange recommendation interface provided by the stock management interface of the present invention.

Figure 6 is a schematic diagram of another specific embodiment of the stock exchange recommendation interface provided by the stock management interface system of the present invention.

Please refer to Figure 1, which is a system architecture diagram of a specific embodiment of the stock management interface system of the present invention.

As shown in the embodiment shown in Figure 1, the stock management interface system 100 includes a system database 110 and a server 120' that allows the mobile communication device 10 to connect to and log in. The system database 110 stores at least one stock held by the user and Stock profit and loss information related to the stock held. In another specific embodiment, the system database 110 further stores all stocks, stock news information related to each stock, and transaction information of each stock. The server 120 includes a stock exchange diagnosis recommendation module 122 and an inventory management module 124. The inventory management chess set 124 can access the system database 110' and provide an inventory management interface to display the inventory stock on the mobile communication device 10'. The management interface contains the stock held and the transaction data of the stock held. The conversion diagnosis recommendation module 122 further includes a logic module 122A and a benchmark condition setting module 122B' where the logic module 122A associates a stock selection list from all stocks according to the logical conditions, and combines the logical conditions and corresponding stock selections The list is stored in the system database 110', where the stock selection list may include one or more candidate stocks that meet logical conditions. The reference condition setting module 122B provides a reference condition setting interface to display on the mobile communication device 10'. The reference condition setting interface allows the user to determine the preset reference condition. In a specific embodiment, the preset benchmark condition is revised, and the recommended benchmark condition provided by the investment advisory company or related institution is used as the preset benchmark condition. However, the user can still modify or otherwise determine the preset reference condition through the reference condition setting interface provided by the reference condition setting module 122B. The conversion diagnosis recommendation module 122 in Figure 1 monitors the stocks held by the user in real time. When the stocks held meet the preset benchmark conditions, the conversion diagnosis recommendation module 122 corresponds to the stocks held in the treasury stock management interface. A stock exchange recommendation label is marked, and a stock exchange recommendation interface is provided and displayed on the mobile communication device 10 according to the user's click action on the suggested stock exchange label. In a specific embodiment, the stock exchange recommendation interface may include a stock selection list and candidate stock transaction data related to the stock selection list. In another specific embodiment, the stock exchange recommendation interface may include a stock pick list, candidate stock transaction data associated with the stock pick list, and the symbol The name of the jointly held stock, the preset benchmark condition, the stock profit and loss information and the logical condition of the matched stock held.

In a specific embodiment, the logical condition is a recommended logical condition predefined by the logical chess set 122A, for example, it can be a recommended logical condition provided by an investment consulting company or a related institution, and each candidate stock in the stock selection list conforms to the recommended logic Conditional recommendation candidate stocks. Among them, the user can adjust the recommendation logic conditions by himself at any time according to the needs to associate the corresponding adjusted recommended candidate stocks. In another specific embodiment, the logical condition is a self-selected logical condition determined by the user, and each candidate stock in the stock selection list is a self-selected candidate stock that meets the self-selected logical condition. Among them, the user can further adjust the self-selected logical conditions according to the needs at any time to associate the corresponding adjusted self-selected candidate stocks.

Please refer to Figure 2, which shows a flowchart of a specific embodiment of the stock exchange recommendation method of the present invention. The stock exchange recommendation method 200 includes the following steps: first, perform step 210' to provide a treasury stock management interface for display on the mobile communication device, where the treasury stock management interface includes stocks held and transaction data of the held stocks. Then, proceed to step 220' to associate a stock selection list from all stocks stored in the system database according to a logical condition, where the stock selection list may include one or more candidate stocks that meet the logical condition. In a specific embodiment, the logical condition is a pre-defined recommendation logic condition, for example, it may be a recommendation logic condition provided by an investment advisory company or a related institution, and each candidate stock in the stock selection list is a recommendation candidate that meets the recommendation logic condition stock. In another specific embodiment, the logical condition is a self-selected logical condition determined by the user, and each candidate stock in the stock selection list is a self-selected candidate stock that meets the self-selected logical condition.

After completing step 220, proceed to step 230' to store the logical conditions and the corresponding stock selection list in the system database. Then, proceed to step 240' to monitor the stocks held. When the stocks held When the preset benchmark conditions are met, the corresponding stocks held in the treasury stock management interface are marked with a recommended share swap label. In a specific embodiment, the preset benchmark condition is a preset benchmark condition provided by an investment advisory company or a related institution, for example, a stop loss and profitability benchmark value of stocks held by an investment advisory company or a percentage of profit and loss of stocks held. Next, proceed to step 250' according to the click action of the suggested stock exchange label to provide a stock exchange recommendation interface to be displayed on the mobile communication device, wherein the stock exchange recommendation interface includes a stock selection list. In a specific embodiment, the conversion recommendation interface includes logical conditions, candidate stock transaction data associated with the stock selection list, preset benchmark conditions, names of stocks that meet the preset benchmark conditions, and holdings that meet the preset benchmark conditions. The stock profit and loss information of the stock, the user can at least decide whether to replace the stock held by the candidate stock in the stock selection list based on the stock profit and loss information of the stocks that meet the preset benchmark conditions.

In a specific embodiment, steps 210 to 250 are executed by a specific server. However, it should be understood that the present invention is not limited to using a server to perform steps 210 to 250', but can use cloud systems, computer systems, processor devices, etc., to perform steps 210 to 250' as needed, but is not limited thereto.

Please refer to Figure 3, which shows a flowchart of another specific embodiment of the stock exchange recommendation method of the present invention. Among them, the stock exchange recommendation method 300 includes the following steps: first, proceed to step 310' to provide a treasury stock management interface for display on the mobile communication device, where the treasury stock management interface includes stocks held and transaction data of the stocks held. The transaction information of the stocks held can be, for example It is the stock transaction data and/or stock price data and/or stock price data of the stocks held. Next, proceed to step 320' to associate a stock selection list from all stocks stored in the system database according to a logical condition, where the stock selection list may include one or more candidate stocks that meet the logical condition. In a specific embodiment, the logical condition is a pre-defined recommended logical condition, for example, it can be provided by an investment consulting company or related organization The recommended logical conditions, and each candidate stock in the stock selection list is the recommended candidate stock that meets the recommended logical conditions. In another specific embodiment, the logical condition is a self-selected logical condition determined by the user, and each candidate stock in the stock selection list is a self-selected candidate stock that meets the self-selected logical condition.

After completing step 320, proceed to step 330' to store the logical conditions and the corresponding stock selection list in the system database. Then, proceed to step 340' to provide the reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition, and the user can set the preset reference condition according to the needs. For example, the user can set a specific stop loss. Profit benchmark value is used as the preset benchmark condition. Next, proceed to step 350' to monitor the stocks held, and when the stocks held meet the preset benchmark conditions, the corresponding stocks held in the treasury stock management interface are marked with a suggested stock exchange label. Then, proceed to step 360' according to the click action of the suggested stock exchange label to provide a stock exchange recommendation interface to be displayed on the mobile communication device, wherein the stock exchange recommendation interface includes a stock selection list. In a specific embodiment, the conversion recommendation interface includes logical conditions, candidate stock transaction data associated with the stock selection list, preset benchmark conditions, names of stocks that meet the preset benchmark conditions, and holdings that meet the preset benchmark conditions. The stock profit and loss information of the stock, the user can at least decide whether to replace the stock held by the candidate stock in the stock selection list based on the stock profit and loss information of the stocks that meet the preset benchmark conditions. After completing step 360, in order to provide users with more information to evaluate whether to change their holdings, proceed to step 370' to provide a news display interface to display on the mobile communication device, where the news display interface contains stock news information related to the held stocks or candidate stocks . At this time, the user can further decide whether to replace the stock held by any candidate stock in the stock selection list through the stock news information of the stock held and/or the stock news information of the candidate stock.

In a specific embodiment, steps 310 to 370 are executed by a specific server Row. However, it should be understood that the present invention is not limited to using a server to perform steps 310 to 370', but can use cloud systems, computer systems, processor devices, etc., to perform steps 310 to 370' as needed, but is not limited thereto.

Please refer to Garden 4A, which shows a schematic diagram of a specific embodiment of the stock management interface system of the present invention issuing a proposed stock exchange label for the stock held. As shown in FIG. 4A, the treasury stock management interface 400 includes held stocks 412-418 and corresponding held stock transaction data 442-448. When the stocks 412, 414 held meet the preset benchmark conditions, the corresponding stocks 412, 414 in the treasury stock management interface 400 will be marked with the recommended conversion labels 422, 424'. The user can click the recommended conversion label 422 to view further The conversion recommendation interface of the stock 412 held, or click the recommended conversion tab 424 to further view the conversion recommendation interface of the stock 414 held.

Please refer to Figure 4B, which shows a schematic diagram of another specific embodiment of the stock management interface system of the present invention issuing a suggested stock exchange label for the stock held. As shown in Figure 4B, the treasury stock management interface 400 includes held stocks 412 to 418 and corresponding held stock transaction data 442 to 448', of which only the held stocks 412 and 414 meet the preset benchmark conditions. Figure 4B shows that in addition to the stocks 412 and 414 that meet the preset benchmark conditions, the stocks 412 and 414 have corresponding recommended conversion labels 422 and 424, and the stocks 416 and 418 that do not meet the preset benchmark conditions also have the corresponding recommended conversion labels 426, 428. The suggested stock exchange labels 422, 424 and the suggested stock exchange labels 426, 428 are marked in different forms, so that the user can clearly distinguish whether each stock held by the stock meets the preset benchmark conditions. In this specific embodiment, regardless of whether the preset benchmark conditions are met, the user can click the recommended conversion tabs 422-428 corresponding to the respective stocks 412-418 to view the corresponding stock conversion recommendation interface of the stocks 412-418. To further decide whether to replace the stocks 412~418 held by other candidate stocks.

Please refer to Figure 4C, which shows that the stock management interface system of the present invention is A schematic diagram of another specific embodiment of the ticket issuance suggestion exchange label. As shown in FIG. 4C, the treasury stock management interface 400 includes held stocks 410 and corresponding held stock transaction data 442-448. When the held stocks 412 and 414 meet the preset benchmark conditions, the corresponding stocks 412 and 414 held in the treasury stock management interface 400 are marked with the recommended stock exchange labels 422 and 424. In addition to the suggested stock exchange label, the treasury stock management interface 400 in Figure 4C also contains benchmark condition labels 432~438. The user can click the benchmark condition tabs 432-438 to further set the preset benchmark condition for each stock held through the corresponding benchmark condition setting interface of the stock 412-418.

Please refer to Figure 5, which shows a schematic diagram of a specific embodiment of the stock exchange recommendation interface provided by the stock management interface system of the present invention. As shown in Figure 5, the stock exchange recommendation interface 500 includes the name of the stock held by logical conditions 510, the preset benchmark condition 520, the stock profit and loss information 530~534 of the stock held, the logical condition 540, the stock selection list 550, and the Candidate stock transaction information 560 of the stock selection list. In this specific embodiment, the logical condition 540 is a recommended logical condition provided by the investment consulting company, and each candidate stock in the stock selection list 550 is a recommended candidate stock that meets the recommended logical condition. When the user decides to change the stocks he holds, he can select suitable candidate stocks through the information provided by the conversion recommendation interface 500. Please also refer to Figure 6, which shows a schematic diagram of another specific embodiment of the stock exchange recommendation interface provided by the stock management interface system of the present invention. As shown in FIG. 6, the stock exchange recommendation interface 600 includes logical conditions 610, a stock selection list 620, and candidate stock transaction data 630 associated with the stock selection list. In this specific embodiment, the logical condition 610 is a self-selected logical condition determined by the user, and each candidate stock in the stock selection list 620 is a self-selected candidate stock that meets the self-selected logical condition. When the user decides to change the stocks he holds, he can select suitable candidate stocks through the information provided by the conversion recommendation interface 600.

The above are the specific embodiments of the present invention and the technical means used. According to the disclosure or teaching of this article, many changes and corrections can be derived, which can still be regarded as equivalent changes made in the concept of the present invention, and the effects thereof still do not exceed the essential spirit covered by the specification and drawings. In order to be within the technical scope of the present invention, it is first stated.

In summary, based on the content disclosed above, this publication clearly achieves the intended purpose of the invention. It provides a stock management interface system and a conversion recommendation method, which is of great value for industrial use, and it has filed an invention patent application in accordance with the law.

10‧‧‧Mobile communication device

100‧‧‧Stock Management Interface System

110‧‧‧System Database

120‧‧‧Server

122‧‧‧Recommended chess set for share swap diagnosis

122A‧‧‧Logic Module

122B‧‧‧Standard condition setting module

124‧‧‧Treasury stock management module

Claims (8)

A stock management interface system includes: a system database for storing at least one stock held by a user; and a server that allows a mobile communication device to connect and log in. It includes: a stock management module for access The system database provides a treasury stock management interface to display on the mobile communication device, wherein the treasury stock management interface includes the stocks held and the transaction data of the stocks held; and a stock swap diagnostic recommendation module, including: a The logic module associates a stock selection list from all stocks according to a logical condition, and stores the logical condition and the corresponding stock selection list in the system database, wherein the logical condition is a self-selected logical condition; and a benchmark The condition setting module provides a benchmark condition setting interface for setting a preset benchmark condition; wherein the conversion diagnosis recommendation module monitors the stock held, and when the stock held meets the preset benchmark condition, the stock conversion The diagnostic recommendation module marks a suggested stock exchange label on the treasury stock management interface corresponding to the stocks held, and provides a stock exchange recommendation interface to display on the mobile communication device according to a click action of the suggested stock exchange label. The stock exchange recommendation interface includes stock profit and loss information of the matched stock held, the logical condition and the transaction data of the stock selection list and the candidate stocks associated with the stock selection list. For example, the stock management interface system described in item 1 of the scope of patent application, wherein the stock selection list includes at least one candidate stock, and the candidate stock meets the logical condition. Such as the stock management interface system described in item 2 of the scope of patent application, wherein the system database stores The deposit is related to the stock held, the stock news information of the candidate stock, or the stock profit and loss information of the stock held. For example, the stock management interface system described in item 1 of the scope of patent application, wherein the benchmark condition setting module provides the benchmark condition setting interface to display on the mobile communication device for the user to determine the preset benchmark condition. For example, the stock management interface system described in item 1 of the scope of patent application, wherein the stock exchange recommendation interface includes the name of the qualified stock held and the preset benchmark condition. A stock exchange recommendation method, including the following steps: providing a treasury stock management interface to display on a mobile communication device, wherein the treasury stock management interface includes a stock held and transaction data of the stock held; and from a system database according to a logical condition A stock selection list is associated with all stored stocks, where the logical condition is a self-selected logical condition; the logical condition and the corresponding stock selection list are stored in the system database; a benchmark condition setting interface is provided for Set a preset benchmark condition; monitor the stock held, when the stock held meets the preset benchmark condition, mark a suggested stock exchange label in the treasury stock management interface for the stock held that should meet; and exchange according to the recommendation A click action on the stock label provides a stock exchange recommendation interface displayed on the mobile communication device, where the stock exchange recommendation interface contains a stock profit and loss information of the matched stocks, the logical condition and the stock selection list and the associated Candidate stock transaction data of the stock pick list. As described in item 6 of the scope of patent application, the stock exchange recommendation method, wherein the stock selection list includes at least one candidate stock, and the candidate stock meets the logical condition. The stock exchange recommendation method described in item 6 of the scope of patent application further includes providing a news display interface to display on the mobile communication device, the news display interface including stock news information related to the held stock or the candidate stock; further It includes providing the reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition.

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