TWI806003B - Multi-layer comparison representation system for financial products - Google Patents

Abstract

A multi-layer comparison representation system for financial products is implemented in a terminal device. The terminal device includes a processor, a memory, an operator, and a display connected to the processor. The processor is configured to execute a financial product trend computer program, which is used to observe multiple individual indicators of multiple financial products and/or multiple comprehensive indicators derived from the individual indicators of the financial products. The display is configured to display a main window based on the financial product trend computer program executed by the processor, and a plurality of sub-windows are displayed in the main window, the sub-windows respectively displaying the individual indicators or the comprehensive indicators. The sub-windows are set to allow partially or fully overlapping with each other.

Description

Graphical representation system of financial commodities using multi-level comparison

The invention relates to a financial product computer system, in particular to a financial product graphic representation system using multi-level comparison.

With the advancement of computer software and the Internet and the improvement of financial regulations, many financial institutions have launched their own online ordering software for financial commodities, allowing investors to place orders for financial commodities through the online ordering software for financial commodities , for example, buying and selling stocks instantly during the stock market session. Different software also designs different display methods so that investors can observe the market conditions of multiple stocks at the same time, but there is still room for improvement.

Patent Document 1 (TWI647644B) discloses a trading system and its method for graphically establishing and executing order placement strategies. However, after carefully reading the specification and diagrams of Patent Document 1, it can be found that Patent Document 1 only discloses that the technical analysis charts can be stacked or overlapped and displayed on the terminal device A3, as shown in "Fig. 13", but Patent Document 1 refers to stacking Or overlapping refers to the meaning of "up and down". Patent Document 1 does not disclose that the windows can be switched to overlap each other along the direction perpendicular to the display surface (that is, the direction in which the user faces the display). Therefore, the user still has to compare multiple charts with the naked eye.

In Patent Document 2 (TW201108087A), a graphical interface and a display management system for displaying stock market information are disclosed. However, after reading the description and drawings of Patent Document 2, it can be found that Patent Document 2 only discloses that a plurality of information windows 12 are arranged side by side, but does not reveal that the windows can be switched to overlap each other along the direction perpendicular to the display surface (that is, the user faces display orientation), so the user still has to visually compare multiple charts.

Patent document 1: TWI647644B.

Patent document 2: TW201108087A.

Comparing multiple charts with the naked eye is prone to errors, and the user's naked eyes stare at the display for a long time for comparison, which will quickly tire and easily cause eye diseases such as myopia, high intraocular pressure, or retinopathy. Therefore, there is an urgent need to propose an improved financial product computer system, which allows users to compare the trends of multiple investment targets conveniently, so as to eliminate or alleviate the above-mentioned problems.

In view of this, according to a point of view of the present invention, a financial product graphical representation system using multi-level comparison is proposed, which is implemented in a terminal device. The terminal device includes a processor, a memory connected to the processor, and an operating system. device, and a display. The processor is configured to execute a financial commodity trend computer program, and the financial commodity trend computer program is used to observe a plurality of individual indicators of a plurality of financial commodities and/or multiple indicators derived from the individual indicators of the financial commodities. A comprehensive indicator; the display is configured to display a main window according to the financial commodity trend computer program executed by the processor, and in the main window, a plurality of sub-windows are displayed, and the sub-windows respectively display the individual indicators or the These composite indicators; wherein, the sub-windows are set to allow partial or complete overlap with each other.

The other objects, advantages, and novel features of the present invention will be more clearly described below in conjunction with drawings and detailed descriptions.

1: Graphical representation system of financial commodities using multi-level comparison

10: Terminal equipment

11: Processor

12: Memory

13: Manipulator

14: Display

140: Main window

141, 142, 143: child windows

141T, 142T: Transparency

15: Transceiver

DX: translation

FQ, KQ: comprehensive indicators

P1, P2: financial products

PQ1, PQ2: individual indicators

M1, M2: mark

MR: Relevance

X1, X2: horizontal axis

Y1, Y2: vertical axis

FIG. 1 shows a system block diagram of a graphical representation system for financial commodities using multi-level comparison according to an embodiment of the present invention.

Fig. 2 shows a schematic diagram of a plurality of individual indicators of a plurality of financial commodities and a plurality of derived comprehensive indicators according to an embodiment of the present invention, wherein a plurality of sub-windows are switched from contact side by side display to complete overlapping display, and the respective transparency Also changed.

3A to 3C respectively show the arrangement of multiple sub-windows in multiple embodiments of the present invention.

FIG. 4 shows a schematic diagram of calculating the correlation of multiple individual indicators of multiple financial commodities through marking according to an embodiment of the present invention.

Fig. 5, Fig. 6 and Fig. 7 respectively show the main picture of the actual display of the three embodiments of the present invention and three sub-pictures completely overlapping, wherein, Fig. 6 is the color map of Fig. 5, and Fig. 7 is also the color map .

Various embodiments of the invention are provided below. These examples are used to illustrate the technical content of the present invention, but not to limit the scope of rights of the present invention. A feature of one embodiment can be applied to other embodiments through appropriate modification, substitution, combination, and isolation.

It should be noted that, unless otherwise specified herein, having “a” element is not limited to having a single element, but may have one or more elements.

In addition, in this article, unless otherwise specified, ordinal numbers such as "first" and "second" are only used to distinguish multiple components with the same name, and do not indicate that there is a hierarchy, level, or implementation between them. order. A "first" element and a "second" element may appear together in the same component, or may appear separately in different components. The presence of an element with a higher ordinal number does not necessarily indicate the presence of another element with a lower ordinal number.

In this paper, unless otherwise specified, the so-called feature A "or" (or) or "and/or" (and/or) feature B means that nail exists alone, B exists alone, or A and B exist simultaneously ; The so-called feature A "and" (and) or "and" (and) or "and" (and) feature B, is that nails and B exist at the same time; the so-called "includes", "includes", "has", " Contains" means including but not limited to.

In addition, in this article, "preferably" or "better" is used to describe optional or additional elements or features, that is, these elements or features are not essential and may be omitted.

In addition, in this article, unless otherwise specified, the so-called "suitable" or "suitable for" another element means that the other element does not belong to a part of the subject matter of the application, but is an example or a reference It is helpful to conceive the nature or application of the element; similarly, in this text, unless otherwise specified, the so-called element is "adapted" or "adapted" to a configuration or an action, and the described is a feature of the component, but does not mean that the configuration has been set or that the action has been performed.

In addition, both the terminal and the server may include the above-mentioned elements, or be implemented in the above-mentioned manner.

In addition, herein, unless otherwise specified, a numerical value may cover a range of ±10% of the numerical value, especially a range of ±5% of the numerical value. Unless otherwise specified, a numerical range is composed of subranges defined by the lower endpoints, the lower quartiles, the median, the upper quartiles, and the larger endpoints .

FIG. 1 shows a system block diagram of a graphical representation system 1 for financial commodities using multi-level comparison according to an embodiment of the present invention.

The financial product graphical presentation system 1 using multi-level comparison of the present invention is implemented in a terminal device 10 . The terminal device 10 is, for example, a personal computer, a notebook computer, a tablet computer, a smart phone, a wearable device, or a kiosk, but is not limited thereto. The terminal device includes a processor 11 , a memory 12 connected to the processor 11 , an operator 13 , and a display 14 . Usually, the terminal device further includes a transceiver 15 connected to the processor 11, and the transceiver 15 can be connected to the Internet in a wired or wireless manner.

The processor 11 is configured to execute a financial commodity trend computer program 30 . The financial commodity trend computer program 30 is composed of program codes, and its execution files, temporary files, or accessed data can be stored in the memory 12 .

2 shows a schematic diagram of a plurality of individual indicators PQ1, PQ2 of a plurality of financial commodities P1, P2 and a plurality of derived comprehensive indicators KQ, FQ of an embodiment of the present invention, wherein a plurality of sub-windows 141, 142 are self-contacting The side-by-side display switches to a full overlapping display, and the transparency of each is changed. Fig. 2 only shows two sub-windows 141, 142, of course, more sub-windows can be overlapped and displayed, and the order of layers is set, for example, upper layer, middle layer, lower layer, etc., in order to realize the "multi-level comparison" of financial products represented graphically ". In the context of the present invention, overlapping refers to overlapping in a direction perpendicular to the display surface (ie, the direction in which the user faces the display).

The financial product trend computer program 30 is used to observe multiple individual indicators PQ1, PQ2 of multiple financial products P1, P2 and/or derive from these individual indicators PQ1, PQ2 of these financial products P1, P2 A number of comprehensive indicators KQ and FQ come from. Of course, the computer program 30 for trending of financial commodities can also be expanded into a computer program for financial commodity trading, which has the function of placing an investment order, which will not be repeated here.

The types of these individual indicators PQ1 and PQ2 include spot goods, stocks, futures, or options, and the comprehensive indicators KQ and FQ include market indexes or futures indexes. Under special circumstances, the type of the first individual index of these individual indicators PQ1 and PQ2 can be set to be different from the type of the second individual index, for example, the type of the first individual index is a stock, while the type of the second individual index It is futures to observe the correlation between the two, such as difference value, sum value, expected value, mean, covariance, variance, standard deviation, etc.

In the present invention, the contents displayed in these sub-windows 141, 142 are mainly trend charts of financial commodities, for example: Graphical analysis, including: K-line (Japanese line), bar line (US line), high-low line, closing line, price, trading volume, or price and technical indicators; or Price indicators, including: moving average (MA), exponentially smoothed moving average (MACD), relative strength index (RSI), stochastic indicator (KD), or deviation rate (BIAS); or Quantitative indicators, including: Volume or Boom of Energy (OBV).

The operator 13 is, for example, a keyboard, a mouse, a touch panel, a voice control device, a rocker, a remote controller, or a wearable device, but is not limited thereto.

The display 14 is configured to display a main window 140 according to the financial commodity trend computer program 30 executed by the processor 11, and a plurality of sub-windows 141, 142 are further displayed in the main window 140, and these sub-windows 141, 142 are respectively Display these individual indicators PQ1, PQ2 or these comprehensive indicators KQ, FQ. The main window 140 can define a main boundary, and these sub-windows 141, 142 are set to be limited to the area defined by the main window 140 Move within the main boundary, so as not to go beyond the range of the main window 140 and cover the content displayed by the sub-windows 141 and 142 .

As one of the key features of the present invention, the sub-windows 141, 142 are set to allow partial or complete overlap with each other. Here, a first sub-window 141 and a second sub-window 142 are taken as examples for illustration. The first sub-window 141 has a first area 141A and a first border 141B, and the content displayed in the first sub-window 141 has a first transparency 141T between 0% and 100%. Similarly, the second sub-window 142 has a second area 142A and a second boundary 142B, and the content displayed in the second sub-window 142 has a second transparency 142T between 0% and 100%.

As shown in FIG. 2 , in order to keep the content clearly visible and easy to interpret when the sub-windows overlap, the financial commodity trend computer program 30 is configured to allow changing the first transparency 141T and/or the second transparency 142T. The lower the transparency is, the more opaque it is, the higher it is, the more transparent it is, and 100% transparency is completely transparent. In order to prevent the sub-window from becoming completely transparent and unable to be clicked, the upper limit of transparency can be set to 90% to 99%.

The change of transparency is automatically adjusted by the financial commodity trend computer program 30 or adjusted by the user through the manipulator 13 . In the case of automatic adjustment, for example, when the first sub-window 141 overlaps with the second sub-window 142, the program 30 automatically sets the first transparency 141T of the first sub-window 141 to a translucency of 50%, and sets the second transparency 141T to 50%. The second transparency 142T of the sub-window 142 is also set to be 50% translucent. Or, define: the sub-window that is moved by dragging is the upper sub-window, the sub-window that stays in place is the lower sub-window, and when the upper sub-window overlaps the lower sub-window, the transparency of the upper sub-window is set to 25%, and the lower sub-window The transparency of the window is set to 75%; vice versa. The transparency of the sub-window being dragged and moved is preferably greater than that of the stationary sub-window, so as to facilitate alignment or dislocation by the user.

In some cases, if these sub-windows 141, 142 are set to the same transparency, then the multiple trend charts displayed by them may be difficult to interpret and easily confused. Therefore, the financial product trend computer program 30 can be configured to limit the first The first transparency 141T is different from the second transparency 142T, for example, the difference is 25% to 50%. Therefore, in the upper diagram of FIG. 2, the transparency 141T, 142T of the sub-windows 141, 142 displayed side by side are both 0%, that is, opaque, while in the lower diagram of FIG. 2, the sub-windows The transparencies 141T and 142T of 141 and 142 are changed to 50%, that is, translucent, then the trend chart of the indicator PQ1 and the trend chart of the indicator PQ2 can be superimposed and observed, and it is even suitable for viewing through the following marks Make measurements and calculations.

FIG. 3A to FIG. 3C respectively show the arrangement of multiple sub-windows 141 , 142 in multiple embodiments of the present invention.

According to the present invention, the arrangement of the first sub-window 141 and the second sub-window 142 can be presented in the following ways: (a) preset condition: display side by side, wherein the first sub-window 141 and the second sub-window 142 have no overlapping area. Side-by-side includes touching side-by-side, as shown in the upper side view of Figure 2, or separated side-by-side, as shown in Figure 3A. In touching side by side, two subwindows touch each other on one side. In separate side-by-side, the two sub-windows do not touch each other, the two sub-windows can be separated by a gap, and can be misplaced with each other; or (b) Overlapping condition: they are completely overlapped and displayed, as shown in the lower diagram of Figure 2 and Figure 3B As shown, wherein the first area 141A of the first sub-window 141 is equal to the second area 142A of the second sub-window 142 and the first boundary 141B of the first sub-window 141 coincides with the second boundary 142B of the second sub-window 142; or (c) Free condition: partial overlapping display with each other, as shown in Figure 3C, wherein, the first area 141A of the first sub-window 141 is not equal to the second area 142A of the second sub-window 142 or the first The border 141B does not match the second border 142B of the second sub-window 142 . Users are free to use the The two trend graphs are aligned based on the required coordinate points. In this case, there may be a displacement DX between the two trend graphs, which will be explained below.

The switch between default conditions, overlapping conditions, and free conditions is triggered by the user issuing a switching command to the processor 11 through the operator 13, for example, clicking an overlapping button or typing an overlapping command in the main window 140 .

In order to assist users to quickly align or arrange these sub-windows 141, 142 side by side, the computer program 30 of financial commodity trends executed by the processor 11 can be configured to have an automatic alignment function. Under free conditions, when the first sub-window 141 and Although the second sub-window 142 is not fully overlapped but almost completely overlapped, it is automatically switched to the overlapping condition; or, under the free condition, when the first sub-window 141 and the second sub-window 142 are not yet separated into side by side but almost separated into side by side , automatically switch to the preset condition. The so-called "almost" can be defined by the ratio formed by the distance between the windows as the numerator and the size of the windows or the size of the screen as the denominator, but is not limited thereto.

In terms of content, as shown in Figure 3A, the content displayed in the first sub-window 141 is a first financial commodity index (PQ1, PQ2, KQ, FQ), drawn as a first horizontal axis X1 and a first vertical axis The first chart of Y1. The content displayed in the second sub-window 142 is a second financial commodity index (PQ1, PQ2, KQ, FQ), which is drawn as a second trend chart with a second horizontal axis X2 and a second vertical axis Y2.

The units of the first horizontal axis X1 and/or the second horizontal axis X2 can be time, and can be seconds, minutes, hours, days, months, quarters, years, and the first vertical axis Y1 and/or the second vertical axis Y2 The unit of can be price or quantity. In a broad sense, time, price, quantity, and other calculated indicators can be assigned to the horizontal axis and the horizontal axis of the trend chart according to the actual application. In most embodiments, the first horizontal axis X1 and the second horizontal axis X2 can take the same unit and scale to observe the correlation between the first vertical axis Y1 and the second vertical axis Y2 . In some embodiments, the first horizontal axis X1 and the second horizontal axis X2 may be in the same units but not on the same scale, for example, because The market cycle is different. The time unit of the first horizontal axis X1 is divided into every 5 days, while the time unit of the second horizontal axis X2 is divided into every 3 days.

In addition, as shown in FIG. 3C, the first horizontal axis X1 and the second horizontal axis X2, which take the same unit, can be displayed to be offset from each other by a translation DX, so as to allow the user to observe a delayed trend or a predicted trend. The translation DX is determined by using The operator adjusts through the manipulator 13.

FIG. 4 shows a schematic diagram of calculating the correlation of a plurality of individual indicators PQ1 and PQ2 of a plurality of financial commodities P1 and P2 through marks according to an embodiment of the present invention.

The financial commodity trend computer program 30 is configured to allow a first marker M1 to be marked on the first trend chart of the indicator PQ1 and a second marker M2 to be marked on the second trend chart of the indicator PQ2. More conveniently, when the first marker M1 and the second marker M2 are marked, the correlation MR between the first marker M1 and the second marker M2 is automatically calculated and its information is displayed. Specifically, the user clicks the first trend chart through the manipulator 13 (for example, a mouse) to mark the first mark M1 (10:30, 33, 294), and then clicks the second trend chart to mark the second mark M2(10:30,10,293), when the mouse button is released, the financial commodity trend computer program 30 immediately and automatically calculates the correlation MR(0,23,1). In this embodiment, the correlation MR is an example of a difference value, but in other embodiments, the correlation MR can be an added value, an expected value, an average, a covariance, a variation, a standard deviation, etc., and does not limited to this.

Returning to FIG. 1, the transceiver 15 is used to receive the individual indicators PQ1 of the financial commodities P1 and P2 from servers of domestic and foreign stock exchanges, futures exchanges, relevant government agencies, or related non-governmental organizations. , PQ2 and/or a plurality of comprehensive indicators KQ, FQ derived from these individual indicators PQ1, PQ2 of these financial commodities P1, P2.

Fig. 5, Fig. 6 and Fig. 7 respectively show the main picture 140 of the actual display 14 of the three embodiments of the present invention and three sub-pictures 141, 142, 143 completely overlapping, wherein, Fig. 6 is the color map of Fig. 5, Figure 7 is also a color map.

Obviously, the present invention allows two, three, or even multiple sub-screens to overlap to display multiple indicators of multiple financial commodities.

In addition to transparency, in order to distinguish the content of different sub-windows, for example, the content displayed in the first sub-window 141 can be set to have a first color, and the content displayed in the second sub-window 142 has a second color, so that The first color is different from the second color, as shown in FIG. 6 and FIG. 7 . Of course, more colors can be introduced and a sequence can be set to realize the "multi-level comparison" of financial commodities represented graphically.

Although the present invention has been described through several embodiments, it should be understood that many other possible modifications and changes can be made without departing from the spirit of the present invention and the claimed scope of the patent application.

1: Graphical representation system of financial commodities using multi-level comparison

10: Terminal equipment

11: Processor

12: Memory

13: Manipulator

14: Display

140: Main window

15: Transceiver

Claims (11)

A graphical representation system of financial commodities using multi-level comparison is implemented in a terminal device, the terminal device includes a processor, a memory connected to the processor, an operator, and a display; its features are: The processor is configured to execute a financial commodity trend computer program for observing and/or deriving individual indicators of a plurality of financial commodities a plurality of comprehensive indicators; the display is configured to display a main window according to the financial commodity trend computer program executed by the processor, and in the main window, there are multiple sub-windows displayed, and the sub-windows respectively display The individual indicators or the composite indicators; wherein, the sub-windows are set to allow partial or complete overlap with each other; wherein, the sub-windows include: a first sub-window having a first area and a first border , the content displayed by the first sub-window has a first transparency between 0% and 100%; and a second sub-window has a second area and a second boundary, and the displayed content of the second sub-window The content has a second transparency ranging from 0% to 100%; wherein, when the overlapping area between the first sub-window and the second sub-window displayed on the display changes, the financial commodity trend computer program is set It is allowed to change the first transparency and the second transparency, and the change is automatically performed by the computer program of the financial commodity trend according to the overlapping state or the dragging state between the first sub-window and the second sub-window displayed on the monitor adjusted or adjusted by a user through the operator; Wherein, the financial commodity trend computer program is configured to limit the first transparency to be different from the second transparency; wherein, the first sub-window and the second sub-window are operated to: under a preset condition, side by side with each other display, wherein the first sub-window and the second sub-window do not have any overlapping area, and side by side includes contact side by side or separation side by side; or under an overlapping condition, they are completely overlapped with each other and displayed, wherein the first subwindow of the The first area is equal to the second area of the second sub-window and the first boundary of the first sub-window coincides with the second boundary of the second sub-window; or under a free condition, they are partially overlapped and displayed with each other, wherein , the first area of the first sub-window is not equal to the second area of the second sub-window or the first boundary of the first sub-window does not coincide with the second boundary of the second sub-window; the preset The switching between the condition, the overlapping condition, and the free condition is triggered by a user issuing a switching command to the processor through the operator; wherein, the computer program of financial commodity trends executed by the processor is a set The state has an automatic alignment function: under the free condition, when the first sub-window and the second sub-window are not completely overlapped but almost completely overlapped, automatically switch to the overlapping condition; or under the free condition, when the second sub-window When the first sub-window and the second sub-window are not yet separated into side-by-side but almost separated into side-by-side, automatically switch to the preset condition. The graphical presentation system of financial commodities using multi-level comparison as described in Claim 1, wherein the main window defines a main boundary, and the sub-windows are set to restrict movement within the main boundary defined by the main window. The graphical representation system of financial commodities using multi-level comparison as described in Claim 1, wherein the content displayed in the first sub-window has a first color, and the content displayed in the second sub-window has a second color A color, the first color being different from the second color. The graphical representation system of financial commodities using multi-level comparison as described in Claim 1, wherein the content displayed in the first sub-window is a first financial commodity index, drawn as a first horizontal axis and a first vertical axis The first trend chart of the second sub-window; the content displayed in the second sub-window is a second financial commodity index, which is drawn as a second trend chart with a second horizontal axis and a second vertical axis; the first horizontal axis and the second horizontal axis Take the same units and scales to observe the correlation between the first vertical axis and the second vertical axis. The graphical representation system of financial commodities using multi-level comparison as described in claim 4, wherein the first horizontal axis and the second horizontal axis that take the same unit are displayed to be offset from each other by a translation, so as to allow the user to observe a Delayed trend or a predicted trend, the translation is adjusted by a user through the manipulator. The graphical representation system of financial commodities using multi-level comparison as described in Claim 4, wherein the financial commodity trend computer program is configured to allow a first mark to be marked on the first trend chart and a second trend A second mark is marked in the figure, and when the first mark and the second mark are marked, the difference value, sum value, expected value, and average value between the first mark and the second mark are automatically calculated , covariance, variance, or standard deviation. The graphical representation system of financial commodities using multi-level comparison as described in Claim 1, wherein the types of the individual indicators include spot, stock, futures, or options, and the comprehensive indicators include the broad market index or futures index . The graphical representation system of financial commodities using multi-level comparison as described in Claim 7, wherein the type of the first individual index of the individual indicators is set to be different from the type of the second individual index. The graphical representation system of financial commodities using multi-level comparison as described in claim item 1, wherein the trend charts displayed in these sub-windows are: graphical analysis, including: K line (Japanese line), bar line ( US line), high and low lines, closing line, price, trading volume, or price and technical indicators; or price indicators, including: moving average (MA), exponential moving average (MACD), relative strength index (RSI), Stochastic indicator (KD), or deviation rate (BIAS); or quantitative indicators, including: trading volume or energy tide (OBV). The graphical representation system of financial commodities using multi-level comparison as described in Claim 1, wherein the terminal device further includes a transceiver connected to the processor, and the transceiver is configured to perform wired or wireless Connect to the Internet to receive the individual indicators of the financial products and/or the composite indicators derived from the individual indicators of the financial products. The graphical representation system of financial commodities using multi-level comparison as described in Claim 1, wherein: the terminal device is a personal computer, a notebook computer, a tablet computer, a smart phone, a wearable device, or a life information station (kiosk) ; and the operator is a keyboard, a mouse, a touch panel, a voice control device, a joystick, a remote controller, or a wearable device.

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