TWI714024B - Method of trading financial product and computer program product thereof - Google Patents

Abstract

A method of trading financial product and computer program product thereof are provided. The method of trading financial product is applied to a mobile device, the mobile device comprising a screen, the method comprising the steps of: connecting to a financial product data source; receiving a selecting instruction of a trading strategy; displaying a plurality of financial product options on the screen, wherein each financial product option comprising a financial product combination in accordance with the trading strategy and/or a transaction profit/loss data associated with the financial product combination, the financial product combinations and the transaction profit/loss data simultaneously are displayed on the screen; and receiving a selecting instruction corresponding to one of financial product options.

Description

Method for trading financial products and its computer program product

The present invention relates to a technology of financial commodity trading, in particular to a method of trading financial commodity and its computer program product.

Due to the popularity and convenience of mobile devices (such as smart phones, tablet computers, etc.), mobile devices have also become an important tool for financial commodity transactions. However, compared to desktop computers, mobile devices (especially smart phones) have small screens, resulting in less content and information that can be presented. Therefore, when trading complex financial products (such as option contracts), investors are in the process of selecting complicated order options or switching back and forth on multiple screens on their mobile phones to obtain information to evaluate financial products. Errors in placing orders or changes in the price of financial products may cause investors to lose or lose their due profits.

Take the option contract as an example to illustrate that the trading and investment knowledge threshold of option rights is relatively high, and it is necessary to consider factors such as trading rights, royalties, long and short term contracts, and price points. In addition, investors will predict that different long and short trends will adopt different options in the future. Therefore, when investors spend their minds on configuring the option contract portfolio and calculating profit and loss data, coupled with the complicated order interface and step process, the time delay may cause price changes, which may lead to losses or Loss of due profit, at the same time, it is difficult to quickly Make a comparison of the profit and loss data of each option contract portfolio in order to select a better investment target.

Therefore, it is necessary to provide a method of trading financial products and its computer program products to provide investors with more convenient and good user experience (UX) on mobile devices with single interface, process and sufficient investment evaluation information to solve the conventional technology Existing problems.

The main purpose of the present invention is to provide investors with convenient financial commodity trading interface, process and sufficient investment evaluation information. According to the trading strategy selected by the investor, the present invention can configure a variety of financial product combinations that meet the trading strategy, and calculate the corresponding profit and loss data and winning rate and other evaluation information, so that users can intuitively compare better investment products combination. In addition, the present invention can display a variety of financial product combinations and corresponding evaluation information (such as profit and loss data, winning rate, etc.) through a view with a good user experience, so that investors can conveniently make the best investment choice through mobile devices.

In order to achieve the above objective, the present invention provides a method for trading financial products, which is applied to a mobile device, the mobile device includes a screen, and the method includes the steps of: connecting with a financial product data source; receiving a selection of a trading strategy Instruction; a plurality of financial product options are displayed on the screen, where each financial product option includes a financial product combination that conforms to the trading strategy and/or a transaction profit and loss data related to the financial product combination, the financial product combinations And the transaction profit and loss data related to the financial product combinations are displayed on the screen at the same time; and a selection instruction corresponding to one of the financial product options is received.

In an embodiment of the present invention, it further includes the following steps: display off A transaction evaluation data linked to the selected financial product option is on the screen. The transaction evaluation data includes: a premium payment value, an expected return value, a profit probability value, a maximum possible profit value, and Reward/risk ratio value, a profit and loss and two flat points, a profit target value, a target price, a maximum risk value, a maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value.

In an embodiment of the present invention, the transaction evaluation data can be set to display its content.

In an embodiment of the present invention, the method further includes the following steps: displaying a transaction profit and loss chart associated with the selected financial product option on the screen, the transaction profit and loss chart including: a strike price or a break-even point.

In an embodiment of the present invention, the financial product combination includes a plurality of option contracts or an option contract and a futures contract.

In an embodiment of the present invention, the transaction profit and loss data includes: a royalty payment value, an expected reward value, a profit probability value, a maximum possible profit value, a reward/risk ratio value, a profit and loss two Flat point, a profit target value, a target price, a maximum risk value, a maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value.

In an embodiment of the present invention, it further includes the step of sequentially displaying the financial product options according to the transaction profit and loss data.

In an embodiment of the present invention, the financial product combination includes: financial product type, buy/sell, month, call/sell right, or one point.

In an embodiment of the present invention, the financial product combination and the transaction profit and loss data are arranged in a horizontal or vertical manner.

In an embodiment of the present invention, the transaction profit and loss data can be set Set to display its content.

The present invention also provides a computer program product installed on a mobile device having a communication module, a screen, and at least one processor. The computer program product includes: a data transmission module through which the communication module communicates with a financial Commodity data source connection; a command receiving module to receive a trading strategy selection command; and a display module to display a plurality of financial commodity options on the screen, wherein each of the financial commodity options includes a transaction strategy A financial product combination and/or a transaction profit and loss data associated with the financial product combination, the financial product combinations and the transaction profit and loss data associated with the financial product combinations are displayed on the screen at the same time; wherein, the The instruction receiving module further receives a selection instruction corresponding to one of the financial commodity options.

In an embodiment of the present invention, the display module further displays a transaction evaluation data related to the selected financial product option on the screen, and the transaction evaluation data includes: a royalty payment value and an expected reward value , A profit probability value, a maximum possible profit value, a reward/risk ratio value, a profit and loss and two balance points, a profit target value, a target price, a maximum risk value, a maximum possible loss value, and a maximum It may lose points, a trading risk indicator, or a volatility value.

In an embodiment of the present invention, the transaction evaluation data can be set to display its content.

In an embodiment of the present invention, the display module further displays a transaction profit and loss chart associated with the selected financial product option on the screen, and the transaction profit and loss chart includes: a strike price or a profit and loss balance point.

In an embodiment of the present invention, the financial product combination includes a plurality of option contracts or an option contract and a futures contract.

In an embodiment of the present invention, the transaction profit and loss data includes: a royalty payment value, an expected reward value, a profit probability value, a maximum possible profit value, a reward/risk ratio value, a profit and loss two Flat point, a profit target value, a target price, a maximum risk value, a maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value.

In an embodiment of the present invention, the display module can further display the financial product options arranged in sequence according to the transaction profit and loss data.

In an embodiment of the present invention, the financial product combination includes: financial product type, buy/sell, month, call/sell right, or points.

In an embodiment of the present invention, the financial product combination and the transaction profit and loss data are arranged in a horizontal or vertical manner.

In an embodiment of the present invention, the transaction profit and loss data can be set to display its content.

In summary, the present invention estimates the future market trend and long-short trend selected trading strategy based on the user (that is, the investor), and configures a variety of financial products that meet the trading strategy according to the current financial commodity trading market conditions Combination, by displaying a variety of financial product combinations that meet the trading strategy and their corresponding transaction profit and loss data, the transaction evaluation data of the selected financial product combination, and the transaction profit and loss chart of the corresponding financial product combination on the same screen, so as to compare each financial The trading profit and loss data of the commodity portfolio can be selected to select a better investment target to prevent users/investors from repeatedly checking relevant data on multiple screens. In this way, users/investors can reduce time delays and make trading choices easily, thereby avoiding losses or losing due profits.

S101~S106‧‧‧Step

10‧‧‧Mobile device

12‧‧‧Communication Module

14‧‧‧Screen

16‧‧‧Processor

18‧‧‧Memory

30‧‧‧Data Sources of Financial Products

110‧‧‧First screen

112‧‧‧Select strategy option

120‧‧‧Second screen

122‧‧‧Trading strategy options

130‧‧‧Third screen

132‧‧‧Financial Commodity Portfolio

134‧‧‧Transaction profit and loss data

136‧‧‧Combination

138‧‧‧Contract expiration option

139‧‧‧Previous option

140‧‧‧Fourth screen

141‧‧‧Setting options

142‧‧‧Transaction Evaluation Information

143‧‧‧Transaction profit and loss data options

144‧‧‧Trading Profit and Loss Chart

144a‧‧‧Performance price

144b‧‧‧Balance point

146‧‧‧Confirm option

147‧‧‧Cancel option

149‧‧‧Scroll Shaft

150‧‧‧Fifth screen

152‧‧‧Transaction Quantity Option

154‧‧‧Order options

156‧‧‧Clear option

200‧‧‧Computer programming products

210‧‧‧Data Transmission Module

220‧‧‧Command receiving module

230‧‧‧Display Module

Figure 1 is a flow chart of the steps of a method for trading financial commodities according to an embodiment of the present invention.

Figures 2A to 2E are reference diagrams of the use state of the embodiment in Figure 1.

FIG. 3 is a functional block diagram of a computer program product used on a mobile device according to an embodiment of the present invention.

Figure 4 is a functional block diagram of a computer program product according to an embodiment of the present invention.

In order to make the above and other objectives, features, and advantages of the present invention more obvious and understandable, the following will specifically cite the preferred embodiments of the present invention, together with the accompanying drawings, and describe in detail as follows. Furthermore, the directional terms mentioned in the present invention, such as up, down, top, bottom, front, back, left, right, inside, outside, side, surrounding, center, horizontal, horizontal, vertical, vertical, axial, The radial direction, the uppermost layer or the lowermost layer, etc., are only the direction of reference to the attached drawings. Therefore, the directional terms used are used to describe and understand the present invention, rather than to limit the present invention.

Please refer to Figure 1 and Figures 2A to 2E. Figure 1 is a flow chart of the steps of a method of trading financial products according to an embodiment of the present invention. Figures 2A to 2E are the steps of the embodiment in Figure 1 Use state reference diagram. This embodiment provides a method for trading financial commodities, which is applied to a mobile communication device. The mobile communication device includes a screen. The financial commodities are, for example, options, futures, warrants and other financial commodities suitable for trading with the technology of the present invention. The mobile communication device is, for example, any mobile device that can be networked, such as a smart phone, a tablet computer, a personal digital assistant (PDA), and a stock machine. The above are only examples, and the present invention is not limited. Methods of trading financial products Contains steps:

Step S101, connecting with a financial commodity data source. Data transmission through mobile communication devices and financial commodity data sources. The mobile communication device can establish a network connection with the financial product data source in a wired or wireless manner, and download/upload data. The source of the financial product data is, for example, any equipment or device that can provide financial product data, such as a database, a server, etc., and the present invention is not limited.

Step S102, receiving a trading strategy selection instruction. Receive a user's selection instruction for one of multiple trading strategies, for example, through screen touch or voice control. Trading strategies are, for example, big rise strategy, big drop strategy, no rise strategy, no fall strategy, range consolidation, range change, long call, long call, short call, short call, long futures, short futures, etc. .

As shown in Figures 2A and 2B, the first screen 110 is displayed on the screen of the mobile communication device. When the user selects one of the first screens 110 to select the strategy option 112, the second screen 120 is entered as shown in Figure 2B. As shown in the figure. The second screen 120 includes a plurality of trading strategy options 122 for the user to choose. The user can select the desired trading strategy in response to and predict different market long-short situations in the future. In an embodiment of the present invention, taking the long call strategy as an example, the step S103 is performed after receiving the selection instruction of the trading strategy option 122 for the long call.

Step S103, as shown in Figure 2C, a plurality of financial product options are displayed on the screen, where each financial product option includes at least one financial product combination 132 and/or that conforms to the trading strategy (in this embodiment, call options) A transaction profit and loss data 134 related to the financial product portfolio 132. At the same time, a plurality of financial product combinations 132 conforming to the selected trading strategy option 122 and a plurality of transaction profit and loss data 134 related to the financial product combinations 132 are displayed on the screen. Among them, the association The transaction profit and loss data 134 of the financial product portfolio 132 is obtained after estimation for the financial product portfolio 132. Wherein, in one embodiment, each financial product option includes at least one financial product combination 132 for the user to select. In another embodiment, each financial product option includes at least one transaction profit and loss data 134 for the user to select, and the transaction profit and loss data 134 is associated with a financial product combination 132 that meets the selected transaction strategy option 122. In yet another embodiment, each financial product option includes at least a combination 136 of a financial product combination 132 that conforms to the selected trading strategy option 122 and a transaction profit and loss data 134 associated with the financial product combination 132 for the user select. That is, a plurality of financial product combinations 132 that meet the selected trading strategy option 122 and a plurality of transaction profit and loss data 134 related to the plurality of financial product combinations 132 are displayed on the screen at the same time, so that the user can use multiple The transaction profit and loss data 134 compares a plurality of financial product combinations 132, but in different embodiments, a financial product option includes at least one financial product combination 132, a transaction profit and loss data 134, or a financial product combination 132 and a transaction associated with it. The combination 136 of the profit and loss data 134 allows the user to select the target to be traded. In Figure 2C, the dotted lines of each financial product combination 132 and transaction profit and loss data 134 are for illustration only and are not used to limit the scope and shape. In different embodiments, in the actual screen, the financial product combination 132 and/or transaction The dotted line of the profit and loss data 134 can be displayed as a solid line for the user to identify and select. For example, each financial product combination 132 is displayed as a financial product option for selection. At this time, each transaction profit and loss data 134 is only for display. For another example, each transaction profit and loss data 134 is displayed as a financial product option for selection. At this time, each financial product combination 132 is only displayed. For another example, the combination 136 of each financial product combination 132 and its associated transaction profit and loss data 134 is displayed as a financial product option (ie Each combination 136 is displayed as a financial commodity option for selection).

As shown in Figure 1 and Figure 2C, after the user selects the option 122 for the long-call trading strategy, a third screen 130 will be displayed on the screen. In the third screen 130, 6 financial product combinations 132, and 6 will be displayed. 6 transaction profit and loss data 134 (such as the value of premium receipts and payments, the maximum possible profit value, the maximum possible loss value, and the profit probability value) associated with each financial product combination 132. The financial product portfolio 132 and its associated transaction profit and loss data 134 can be presented horizontally (as shown in Figure 2C) or vertically (not shown). The third screen 130 further includes a scrolling axis 149 for the user to drag up and down to scroll to display more financial product combinations 132 and transaction profit and loss data 134. Transaction profit and loss data option 143 can include: royalty payment, expected return, profit probability, maximum possible profit, reward/risk ratio, profit and loss balance point, profit target, target price, maximum risk, maximum possible loss, maximum May lose points, trading risk indicators and volatility or any combination thereof. The transaction profit and loss data 134 corresponding to the transaction profit and loss data option 143 may include: royalty payment value, expected return value, profit probability value, maximum possible profit value, reward/risk ratio value, profit and loss balance point, profit target Value, target price, maximum risk value, maximum possible loss value, maximum possible loss point, trading risk indicator and volatility value or any combination thereof. Among them, the transaction risk indicator is Delta value, Gamma value, Vega value, Theta value or any combination thereof.

In an embodiment of the present invention, the user can adjust the transaction profit and loss data options 143 and the corresponding transaction profit and loss data 134 displayed on the third screen 130 according to usage habits or needs. The third screen 130 further includes a setting option 141. After the setting option 141 is selected, for example, a dialog box (not shown) is displayed. For example, the dialog box displays each of the aforementioned transaction profit and loss data options 143 including the content and its corresponding The user can select the checkbox corresponding to the transaction profit and loss data option 143 contains content to set it as the display state. After the setting is completed, the third screen 130 can display what they want The displayed transaction profit and loss data option 143 and its corresponding transaction profit and loss data 134. When the content of the transaction profit and loss data option 143 is too large to be displayed in the third screen 130, a horizontal scrolling axis (not shown) will be displayed for the user to further drag the scrolling axis to display other hidden transactions The content of the profit and loss data option 143 and the corresponding transaction profit and loss data 134.

The financial product portfolio 132 of the present invention may include a plurality of option contracts, at least one option contract and at least one futures contract or other feasible plural financial products. The present invention does not limit the number and types of financial products included in the financial product portfolio 132. Financial products can be any type of products that can be traded using the technology of the present invention, such as options, futures, warrants, and the present invention does not limit their types. In an embodiment of the present invention, the financial product portfolio 132 includes financial product type, B (buy)/S (sell), month, P (put)/C (call), and points. As shown in Figure 2C, taking the first financial product in the first financial product portfolio (Taiwan Index Selection B01 C9300) as an example, the Taiwan Index Selection (Taiwan Weighted Index Option) represents the type of financial product, and B represents buying , 01 represents January, C represents call rights, and 9300 represents points. The above-mentioned financial products are the purchase of Taiwan-weighted index option contracts with 9300 call rights settled in January. The content of other financial products can be deduced by analogy. In other embodiments, financial products of types other than option products can also be presented based on their product attributes and transaction content, and the present invention is not limited.

In other embodiments, the third screen 130 may further include a contract expiration option 138 and a previous option 139. The contract expiration option 138 allows the user to select contracts with different expiration times, such as near-month, far-month or weekly option contracts. on The one-side option 139 allows the user to go back to the previous page and re-select the trading strategy option 122, for example, to return to the second screen 120 in Figure 2B.

In addition, other embodiments of the present invention may further include the step of displaying a plurality of financial product options associated with the plurality of transaction profit and loss data 134 in order according to the plurality of transaction profit and loss data 134. For example, in Figure 2C, it is assumed that the plurality of financial product options associated with the plurality of transaction profit and loss data 134 are sequentially arranged according to the value of the "probability" in the plurality of transaction profit and loss data 134. In addition, by default, for example, a plurality of financial product options associated with the plurality of transaction profit and loss data 134 may be arranged in order according to the size of the receipt and payment value of the "Royalty" in the plurality of transaction profit and loss data 134. Furthermore, in other embodiments, according to the user's click on any one of the transaction profit and loss data options 143, the numerical value in the transaction profit and loss data 134 corresponding to the selected option may be displayed in order. Related financial product options. For example, click the "Prime" option to sort the associated multiple financial product options in descending order according to the value of the "Prime" in the multiple transaction profit and loss data 134. If you click the "Prime" option again, the corresponding multiple financial product options will be arranged in order from low to high. In this way, it is helpful for the user to quickly compare the value of the profit and loss data of each transaction and select the financial product options that meet the requirements.

Step 104: Receive a selection instruction corresponding to one of the plurality of financial commodity options. After the user selects the financial product option that meets the demand, the user receives a selection instruction corresponding to the selected financial product option, and then steps S105 and/or step S106 are performed.

Step 105: Display the transaction evaluation data 142 associated with the selected financial product option on the screen. The transaction evaluation data 142 includes at least: premium payment Value, expected return value, profit probability value, maximum possible profit value, reward/risk ratio value, profit and loss balance point, profit target value, target price, maximum risk value, maximum possible loss value, maximum possible loss point , Transaction risk indicators and volatility values or any combination thereof. In one embodiment, the user can set the displayed content of the transaction evaluation data 142 by selecting the setting option 141. After selecting the setting option 141, for example, a dialog box (not shown in the figure) is displayed. The dialog box displays the inclusion items of each of the aforementioned transaction evaluation data 142 and their corresponding checkboxes. The user can select the desired display The check button corresponding to the included item of the transaction evaluation data 142 is set to the display state. After the setting is completed, the desired transaction evaluation data 142 can be displayed on the fourth screen 140. In step 106, a transaction profit and loss chart 144 associated with the selected financial product option is displayed on the screen. The transaction profit and loss chart 144 is related to the trading strategy and may at least include the strike price 144a and/or the breakeven point 144b.

As shown in Figure 1, Figure 2C and Figure 2D, after selecting a financial product option, a fourth screen 140 will be displayed on the screen. In addition to displaying 6 financial product combinations 132, and 6 financial products In addition to the 6 transaction profit and loss data 134, the combination of the 6 financial product combinations 132 and the transaction profit and loss data 134, the contract expiration option 138 and the cancellation option 147, the fourth screen 140 further contains transaction evaluation data 142. , Transaction profit and loss chart 144, confirmation option 146. The transaction evaluation data 142 may present data such as the premium payment value, the maximum possible profit value, the maximum possible loss value, and the profit probability value of the selected financial product option. The trading profit and loss graph 144 varies with the different trading strategies and types of financial products selected. Take call option long trading strategies and option products as examples. The line graph of the strike price 144a in the trading profit and loss graph 144 can be clearly shown. The selected financial product option produces the price level with the greatest possible profit value and the price level with the greatest possible loss value, and The break-even point 144b represents the price level of the break-even balance of the selected financial commodity option. In this way, the user can obtain various required information on the same screen on the mobile device to quickly evaluate the selected financial product option and decide whether to conduct a transaction. Once the user wishes to conduct a transaction, he can click the confirmation option 146 to display the fifth screen 150 on the screen as shown in FIG. 2E.

The fifth screen 150 includes at least a transaction quantity option 152, an order option 154, and a clear option 156. The transaction quantity option 152 allows the user to select the transaction quantity of the financial product combination. The order option 154 is used to confirm the execution of the transaction. The clear option 156 allows the user to reset the transaction content (for example, reselect the financial product option or reset the transaction quantity or return to the screen 110 in Figure 2A).

Please refer to Figures 3 and 4. Figure 3 is a functional block diagram of a computer program product used on a mobile device according to an embodiment of the present invention, and Figure 4 is a computer program of an embodiment of the present invention The functional block diagram of the product. The present invention also provides a computer program product 200 installed on a mobile device 10 having a communication module 12, a screen 14, a processor 16 and a memory 18. The computer program product 200 at least includes: a data transmission module 210, a command receiving module Group 220 and display module 230. The computer program product 200 can be stored in the memory 18, and the computer program product 200 can be loaded into the mobile device 10 to execute a method for trading financial products according to an embodiment of the present invention. The so-called modules in the computer program product 200 of the present invention may at least include program instructions, data structures, etc., and the present invention is not limited.

The data transmission module 210 is connected to the financial product data source 30 through the communication module 12. The communication module 12 can establish a network connection with the financial product data source 30 in a wired or wireless manner, and download/upload data.

The command receiving module 220 receives the user's touch, for example, through the screen 14 Input or voice control input a trading strategy selection instruction.

As shown in FIG. 2C, the display module 230 displays a plurality of financial product options on the screen 14, where each financial product option includes at least one financial product combination 132 that conforms to the trading strategy (in this embodiment, the call option is long) And/or a transaction profit and loss data 134 related to the financial product portfolio 132. The display module 230 simultaneously displays a plurality of financial product combinations 132 and a plurality of transaction profit and loss data 134 related to the plurality of financial product combinations 132 on the screen 14. The financial product portfolio 132 and the related transaction profit and loss data 134 are displayed in a horizontal manner (as shown in Figure 2C) or a vertical manner (not shown in the figure). Among them, the transaction profit and loss data 134 related to the financial product portfolio 132 is obtained after estimation for the financial product portfolio 132. Wherein, in one embodiment, each financial product option includes at least one financial product combination 132 for the user to select. In another embodiment, each financial product option includes at least one transaction profit and loss data 134 for the user to select, and the transaction profit and loss data 134 is associated with a financial product combination 132 that conforms to the selected transaction strategy. In another embodiment, each financial product option includes at least a combination 136 of a financial product combination 132 that conforms to the selected transaction strategy and its associated transaction profit and loss data 134 for the user to select. That is, the display module 230 simultaneously displays a plurality of financial product combinations 132 that comply with the selected trading strategy and a plurality of transaction profit and loss data 134 related to the plurality of financial product combinations 132 on the screen, so that the user can use the plurality of The transaction profit and loss data 134 compares a plurality of financial product combinations 132, but in different embodiments, a financial product option may include at least one financial product combination 132, a transaction profit and loss data 134, or a financial product combination 132 and one associated with it. The combination 136 of the transaction profit and loss data 134 allows the user to select the target to be traded. Among them, the command receiving module 220 further receives the user through Screen touch input or voice control input corresponds to a selection command of one of these financial commodity options. The financial product portfolio 132 includes at least: financial product type, buy/sell, month, call/sell right, or points.

As shown in FIG. 2D, the display module 230 can further display transaction evaluation data 142 associated with the selected financial product option on the screen 14. The transaction evaluation data 142 at least includes: premium payment value, expected reward value, and Profit probability value, maximum possible profit value, reward/risk ratio value, profit and loss balance point, profit target value, target price, maximum risk value, maximum possible loss value, maximum possible loss point, trading risk indicators and volatility Value or any combination thereof. In one embodiment, the user can set the displayed content of the transaction evaluation data 142 by selecting the setting option 141. After selecting the setting option 141, for example, a dialog box (not shown in the figure) is displayed. The dialog box displays the inclusion items of each of the aforementioned transaction evaluation data 142 and their corresponding checkboxes. The user can select the desired display The check button corresponding to the included item of the transaction evaluation data 142 is set to the display state. After the setting is completed, the desired transaction evaluation data 142 can be displayed on the screen. In addition, the display module 230 can further display a transaction profit and loss chart 144 associated with the selected financial product option on the screen 14. The transaction profit and loss chart 144 at least includes: a strike price and/or a breakeven point.

The financial product portfolio includes at least: multiple option contracts or at least one option contract and at least one futures contract. Transaction profit and loss data 134 includes at least: premium payment value, expected return value, profit probability value, maximum possible profit value, return/risk ratio value, profit and loss balance point, profit target value, target price, and maximum risk value , The maximum possible loss value, the maximum possible loss fall point, trading risk indicators and volatility values or any combination thereof. The display module 230 can further display the A plurality of financial commodity options arranged in sequence with 134 transaction profit and loss data. In one embodiment, the user can set the display content of the transaction profit and loss data 134 by selecting the setting option 141 (shown in Figure 2C). After selecting the setting option 141, for example, a dialog box (not shown in the figure) is displayed, and the dialog box displays the items included in the aforementioned transaction profit and loss data 134 and their corresponding checkboxes. The user can select the desired display The check button corresponding to the item included in the transaction profit and loss data 134 is set as the display state. After the setting is completed, the desired transaction profit and loss data 134 can be displayed on the screen.

Once the user selects the financial product option and wants to conduct a transaction, he can click the confirmation option 146 in the 2D diagram, and the display module 230 displays the fifth screen 150 as shown in the 2E diagram. The fifth screen 150 includes at least a transaction quantity option 152, an order option 154, and a clear option 156. The transaction quantity option 152 allows the user to select the transaction quantity of the financial product combination. The order option 154 is used to confirm the execution of the transaction. The clear option 156 allows the user to reset the transaction content (for example, reselect the financial product option or reset the transaction quantity or return to the screen 110 in Figure 2A).

The computer program product of the present invention uses hardware memory storage and at least one processor to execute the program instructions of each module to generate resources for the cooperative operation of hardware and software, and then generate the screen views of Figures 2A to 2E, and implement The steps in each block in Figure 1 produce the technical effects of the present invention.

It should be understood that the terms "select" and "select" described in this article can be executed in a variety of ways. For example, when the screen of the mobile communication device is a touch screen, it can be triggered by touching the screen, or it can be triggered by a mouse or trackball. It can be triggered by clicking the tool, or by using sound instructions or other feasible methods. In this article The mobile communication device can cooperate with the processor, memory, communication module, screen and other hardware to perform actions such as "receive", "transmit", "display" or "arrange".

In summary, the present invention solves the problems existing in the conventional technology and produces corresponding effects. According to the trading strategy selected by the user, the present invention configures a variety of financial product combinations that conform to the selected trading strategy. By displaying the trading strategy, multiple financial product combinations that conform to the trading strategy, and transaction profit and loss data of each financial product on the same screen, The transaction evaluation data of each financial product and the transaction profit and loss chart of each financial product allow investors to intuitively and conveniently compare and select financial product options that meet their needs, avoiding users to spend too much time and steps in placing orders and financial products. Calculate complicated transaction profit and loss data. In this way, the investment threshold and ordering steps can be lowered, users can reduce time delays and increase investment efficiency, and make transaction choices conveniently, quickly complete the ordering steps, avoid order errors, and avoid loss or loss There should be profit.

Although the present invention has been disclosed in preferred embodiments, it is not intended to limit the present invention. Anyone who is familiar with the art can make various changes and modifications without departing from the spirit and scope of the present invention. Therefore, the present invention The scope of protection shall be subject to the scope of the attached patent application.

S101~S106‧‧‧Step

Claims (18)

A method for trading financial products is applied to a mobile communication device. The mobile communication device includes a screen. The method includes the steps of: connecting with a financial product data source; receiving a trading strategy selection instruction; and displaying a plurality of financial products Options are on the screen, where each of the financial product options includes a financial product combination that conforms to the trading strategy and/or transaction profit and loss data related to the financial product combination, the financial product combinations and the financial products The combination of the transaction profit and loss data is simultaneously displayed on the screen, where the financial product combination and the transaction profit and loss data associated with it are arranged in a horizontal or vertical manner; and a selection instruction corresponding to one of the financial product options is received. For example, the method for trading financial products described in the scope of the patent application, which further includes the following steps: displaying a transaction evaluation data related to the selected financial product option on the screen, the transaction evaluation data including: a right Gold payment value, an expected return value, a profit probability value, a maximum possible profit value, a return/risk ratio value, a profit and loss balance point, a profit target value, a target price, and a maximum risk value , A maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value. For example, in the method of trading financial products described in item 2 of the scope of patent application, the transaction evaluation data can be set to display its content. For example, the method for trading financial products described in the first item of the scope of patent application further includes the following steps: displaying a transaction profit and loss chart related to the selected financial product option on the screen, and the transaction profit and loss chart includes: a performance contract Price or A break-even point. For example, in the method for trading financial products described in item 1 of the scope of patent application, the combination of financial products includes: a plurality of option contracts or an option contract and a futures contract. For example, in the method of trading financial products described in item 1 of the scope of patent application, the transaction profit and loss data includes: a royalty payment value, an expected return value, a profit probability value, a maximum possible profit value, and Reward/risk ratio value, a profit and loss and two flat points, a profit target value, a target price, a maximum risk value, a maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value. For example, the method for trading financial products described in the first item of the scope of patent application further includes the step of displaying the financial product options in sequence according to the transaction profit and loss data. For example, the method of trading financial products as described in item 1 of the scope of patent application, wherein the combination of financial products includes: financial product type, buy/sell, month, call/sell right or points. For example, the method of trading financial products described in item 1 of the scope of patent application, wherein the transaction profit and loss data can be set to display its content. A computer program product installed on a mobile device having a communication module, a screen, and at least one processor. The computer program product includes: a data transmission module that is connected to a financial product data source through the communication module Line; an instruction receiving module that receives a selection instruction of a trading strategy; and a display module that displays a plurality of financial commodity options on the screen, where, Each financial product option includes a financial product combination that conforms to the trading strategy and/or a transaction profit and loss data associated with the financial product combination, the financial product combinations, and the transactions associated with the financial product combinations The profit and loss data is displayed on the screen at the same time. Among them, the financial product combination and the related transaction profit and loss data are arranged in a horizontal or vertical manner; wherein, the instruction receiving module further receives a selection corresponding to one of the financial product options instruction. For example, the computer program product described in claim 10, wherein the display module further displays a transaction evaluation data related to the selected financial product option on the screen, and the transaction evaluation data includes: a royalty payment Payment, an expected return value, a profit probability value, a maximum possible profit value, a return/risk ratio value, a profit and loss balance point, a profit target value, a target price, a maximum risk value, a The maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value. For example, the computer program product described in item 11 of the scope of patent application, wherein the transaction evaluation data can be set to display its content. For example, the computer program product described in item 10 of the scope of patent application, wherein the display module further displays a transaction profit and loss chart related to the selected financial product option on the screen, and the transaction profit and loss chart includes: a strike price or A break-even point. For example, the computer program product described in item 10 of the scope of patent application, wherein the financial product combination includes: a plurality of option contracts or an option contract and a futures contract. Such as the computer program product described in item 10 of the scope of patent application, where the delivery Vulnerable profit and loss data includes: a premium payment value, an expected return value, a profit probability value, a maximum possible profit value, a return/risk ratio value, a profit and loss balance point, a profit target value, a Target price, a maximum risk value, a maximum possible loss value, a maximum possible loss point, a trading risk indicator or a volatility value. For example, in the computer program product described in item 10 of the scope of patent application, the display module can further display the financial product options arranged in sequence according to the transaction profit and loss data. For example, the computer program product described in item 10 of the scope of patent application, wherein the financial product portfolio includes: financial product type, buy/sell, month, call/sell right, or points. For example, the computer program product described in item 10 of the scope of patent application, wherein the transaction profit and loss data can be set to display its content.

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