TWM519780U - Cloud financial management device - Google Patents

Cloud financial management device Download PDF

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Publication number
TWM519780U
TWM519780U TW104217420U TW104217420U TWM519780U TW M519780 U TWM519780 U TW M519780U TW 104217420 U TW104217420 U TW 104217420U TW 104217420 U TW104217420 U TW 104217420U TW M519780 U TWM519780 U TW M519780U
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Taiwan
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financial
module
transaction
information
strategy
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TW104217420U
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Chinese (zh)
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Jian-Cheng Li
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Sounder Technology Inc
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Description

雲端財務管理裝置 Cloud financial management device

本新型為提供一種雲端財務管理裝置,尤指一種根據個人化財務經營方針,自動監控管理使用者之金融商品,且可統一控管複數券商並即時同步交易狀況的雲端財務管理裝置。 The present invention provides a cloud financial management device, in particular, a cloud financial management device that automatically monitors and manages financial products of a user according to a personalized financial management policy, and can uniformly control multiple securities companies and instantly synchronize transaction status.

按,買賣股票、債券或是其他金融商品會有一定的規則,當有人想要學習時,除了直接進入市場買賣之外,習知技術有提供一些模擬理財環境的工具,透過在虛擬環境中買賣來學習各種投資工具的使用方法。若需評估投資人投資行為的報酬或優劣,一般系統是以回溯測試方法(Back Test)或蒙地卡羅模擬(Monte Carlo Simulation)去分析買賣訊號品質,此類系統除前兩種方法外,還可以作為往後測試或競爭測試等。目前已有技術是系統電腦程式做股票交易模擬,此系統能對股票、商品或其他買賣相關行為進行模擬、分析,透過虛擬股票市場分析投資報酬與投資方法的研究。 According to, there are certain rules for buying and selling stocks, bonds or other financial products. When someone wants to learn, in addition to directly entering the market, the prior art has some tools to provide a simulated financial environment, through trading in a virtual environment. Learn how to use various investment tools. If you need to evaluate the rewards or advantages of investors' investment behavior, the general system is to analyze the quality of the trading signals by Back Test or Monte Carlo Simulation. In addition to the first two methods, such systems It can also be used as a back test or a competition test. At present, the existing technology is a system computer program for stock trading simulation. This system can simulate and analyze stocks, commodities or other trading-related behaviors, and analyze the investment returns and investment methods through the virtual stock market.

然而,上述做法之電腦系統或伺服器主機通常為券商擁有,所有運算指令都在這進行,負擔相當大,而金融資訊的即時性分秒必爭,不能有一點點的延遲。且各券商之交易系統各自獨立,即使可以透過電腦程式自動控管金融商品,但都限制於單一券商,這種限制對於多方交易、分攤風險或模擬交易非常不利,不僅在操作上多一道手續,資源及訊息來源也會有影響。再者,儘管電腦程式的模擬分析多麼精準,但一般而言,最終的交易決定權仍在使用者手上,故往往在金融資訊波動的過程中,讓使用者心生猶疑而忽視模擬分析的結果或目標,導致獲利降低或虧損增加。 However, the computer system or server host of the above method is usually owned by the brokerage company, and all the arithmetic instructions are carried out here, and the burden is considerable, and the immediacy of the financial information is counted every second, and there is no delay. And each broker's trading system is independent, even if it can automatically control financial products through computer programs, but it is limited to a single broker. This restriction is very unfavorable for multi-party trading, risk sharing or simulated trading, not only in the operation, but also in the operation. Resources and sources of information can also have an impact. Moreover, despite the accuracy of the simulation analysis of computer programs, in general, the final decision-making power is still in the hands of users, so in the process of financial information fluctuations, users are hesitant and ignore analog analysis. The result or goal leads to a decrease in profit or an increase in loss.

是以,要如何解決上述習用之問題與缺失,即為本新型之申請人與從事此行業之相關廠商所亟欲研究改善之方向所在者。 Therefore, how to solve the above problems and deficiencies in the past, that is, the applicants of the new type and the relevant manufacturers engaged in this industry are eager to study the direction of improvement.

故,本新型之申請人有鑑於上述缺失,乃蒐集相關資料,經由多方評估及考量,並以從事於此行業累積之多年經驗,經由不斷試作及修改,始設計出此種根據個人化財務經營方針,自動監控管理使用者之金融商品,且可統一控管複數券商並即時同步交易狀況之雲端財務管理裝置的新型專利者。 Therefore, in view of the above-mentioned shortcomings, the applicants of this new type have collected relevant information, and through multi-party evaluation and consideration, and through years of experience in the industry, through continuous trial and modification, they have designed this kind of personal financial management. The policy is to automatically monitor and manage the financial products of users, and to control the new patents of the cloud financial management device that can control multiple brokers and instantly synchronize the transaction status.

本新型之主要目的在於:利用個人化的財經策略,從資源採集、監控分析到交易完成,將金融商品的管理完全自動化,並同步處理複數券商,即時回報財務狀況。 The main purpose of this new model is to use the personalized financial strategy, from resource collection, monitoring and analysis to transaction completion, fully automate the management of financial products, and simultaneously process multiple brokers to instantly report financial status.

為達成上述目的,本新型之主要結構包括:一金融資料庫模組,該金融資料庫模組係電性連結一供監看並回傳即時財經訊息之財經訊息模組、一根據該財經訊息模組之財經訊息對至少一財經策略進行處理的策略經營模組、及至少一根據該策略經營模組之財經策略進行金融商品之交易的交易管理模組,且該交易管理模組係電性連結一交易整合平台,該交易整合平台係供使用者以至少一使用者帳戶資訊連結複數券商之交易系統,並整合各該交易系統之金融資訊以於該交易整合平台進行統一操作,再於該金融資料庫模組上設置一資訊連結該財經訊息模組、該策略經營模組及該交易管理模組之通訊模組,係供資訊連結至少一通訊電子裝置;俾當使用者以本新型管理其金融商品時,係利用金融資料庫模組讀取策略經營模組,並以適合使用者之財經策略進行處理,將財經訊息模組之財經訊息加以分析、規劃或執行,再由交易管理模組在符合財經策略之條件時主動完成交易,然後以通訊模組即時傳遞交易完成之訊息至使用者的通訊電子裝置,以完成自動化之財務管理。且上述交易動作,係可利用交易整合平台同步複數券商之交易系統,而簡化操作程序及提升執行效率。 In order to achieve the above objectives, the main structure of the present invention comprises: a financial database module, which is electrically connected to a financial information module for monitoring and returning real-time financial information, and according to the financial information a financial management module that processes at least one financial strategy, and a transaction management module that performs at least one financial transaction based on the financial strategy of the strategic management module, and the transaction management module is electrically Linking a transaction integration platform, the transaction integration platform is for the user to link the transaction system of the plurality of securities companies with at least one user account information, and integrate the financial information of each transaction system to perform unified operations on the transaction integration platform, and then The financial database module is provided with a communication link to the financial message module, the strategy management module and the communication module of the transaction management module for linking the information to at least one communication electronic device; In the case of financial products, the financial database module is used to read the strategic management module and is implemented in a financial strategy suitable for the user. The financial information of the financial information module is analyzed, planned or executed, and then the transaction management module actively completes the transaction when it meets the requirements of the financial strategy, and then immediately transmits the completed transaction message to the user's communication electronic with the communication module. Device to complete the financial management of automation. And the above transaction action can use the transaction integration platform to synchronize the trading systems of the plurality of brokers, thereby simplifying the operation procedure and improving the execution efficiency.

藉由上述技術,可針對習知技術所存在之伺服器資料庫負擔龐大容易發生訊息延遲、交易系統僅提供單一券商之服務、及仍須由使用者執行而容易誤判情勢的問題點加以突破,達到上述優點之實用進步性。 With the above technology, it is possible to break through the problem that the server database existing in the prior art is burdened with a large message delay, the transaction system only provides a single broker service, and the problem that is still easy to be misjudged by the user. Achieve practical advancement of the above advantages.

1‧‧‧金融資料庫模組 1‧‧‧Financial Database Module

10‧‧‧雲端伺服器 10‧‧‧Cloud Server

11‧‧‧資源擴充模組 11‧‧‧Resource expansion module

12‧‧‧通訊模組 12‧‧‧Communication Module

2‧‧‧財經訊息模組 2‧‧‧ Financial Information Module

21‧‧‧歷史訊息資料庫 21‧‧‧History Information Database

22‧‧‧即時金融資訊單元 22‧‧‧ Instant Financial Information Unit

3‧‧‧策略經營模組 3‧‧‧Strategy Management Module

31‧‧‧策略運算模組 31‧‧‧Strategy Computing Module

32‧‧‧策略下單模組 32‧‧‧Strategy order module

33‧‧‧風險控制管理模組 33‧‧‧ Risk Control Management Module

4‧‧‧交易管理模組 4‧‧‧Transaction Management Module

41‧‧‧模擬交易模組 41‧‧‧simulation trading module

5‧‧‧交易整合平台 5‧‧‧Transaction integration platform

51‧‧‧功能選單 51‧‧‧ function menu

6‧‧‧通訊電子裝置 6‧‧‧Communication electronics

61‧‧‧時間處理單元 61‧‧‧Time Processing Unit

62‧‧‧金融資訊分享單元 62‧‧‧Financial Information Sharing Unit

第一圖 係為本新型較佳實施例之結構方塊圖。 The first figure is a block diagram of the structure of the preferred embodiment of the present invention.

第二圖 係為本新型較佳實施例之實施示意圖(一)。 The second drawing is a schematic diagram (I) of the implementation of the preferred embodiment of the present invention.

第三圖 係為本新型較佳實施例之實施示意圖(二)。 The third figure is a schematic diagram (2) of the implementation of the preferred embodiment of the present invention.

第四圖 係為本新型較佳實施例之實施示意圖(三)。 The fourth figure is a schematic diagram (3) of the implementation of the preferred embodiment of the present invention.

第五圖 係為本新型較佳實施例之交易整合平台示意圖(一)。 The fifth figure is a schematic diagram (1) of the transaction integration platform of the preferred embodiment of the present invention.

第六圖 係為本新型較佳實施例之交易整合平台示意圖(二)。 Figure 6 is a schematic diagram (2) of the transaction integration platform of the preferred embodiment of the present invention.

為達成上述目的及功效,本新型所採用之技術手段及構造,茲繪圖就本新型較佳實施例詳加說明其特徵與功能如下,俾利完全了解。 In order to achieve the above objects and effects, the technical means and structure adopted by the present invention are described in detail in the preferred embodiment of the present invention, and the features and functions thereof are as follows.

請參閱第一圖所示,係為本新型較佳實施例之結構方塊圖,由圖中可清楚看出本新型係包括:一金融資料庫模組1,該金融資料庫模組1係包含一資源擴充模組11,並資訊連結一供選擇性擷取所需資料之雲端伺服器10;一電性連結該金融資料庫模組1之財經訊息模組2,係供監看並回傳即時財經訊息,該財經訊息模組2係包含一歷史訊息資料庫21、及一設於該歷史訊息資料庫21一側之即時金融資訊單元22,係供資訊連結下述通訊電子裝置6;一電性連結該金融資料庫模組1之策略經營模組3,係根據該財經訊息模組2之財經訊息對至少一財經策略進行處理,該策略經營模組3係包含一供產生該財經策略之策略運算模組31、一供使用者選擇並執行該財經策略之策略下單模組32、及一供分析評估該財經策略之損利之風險控制管理模組33;至少一電性連結該金融資料庫模組1之交易管理模組4,係根據該策略經營模組3之財經策略進行金融商品之交易,該交易管理模組4係包含一模擬交易模組41,係供測試該策略運算模組31之財經策略;一電性連結該交易管理模組4之交易整合平台5,係供使用者以至少一使用者帳戶資訊連結複數券商之交易系統,並整合各該交易系統之金融資訊以於該交易整合平台5進行統一操作,且該交易整合平台5係包含至少一功能選單51,該功能選單51係包含券商清單、帳戶清單、金融商品清單、交易服務清單、或金融資訊清單其中之一者;及一設於該金融資料庫模組1上且資訊連結該財經訊息模組2、該策略經營模組3及該交易管理模組4之通訊模組12,係供資訊連結至少一通訊電子裝置6,各該通訊電子裝置6係包含一供篩選出最即時之金融資訊之時間處理單元61、及一供回傳該金融資訊至該金融資料庫模組1之金融資訊分享單元62。 Please refer to the first figure, which is a block diagram of a preferred embodiment of the present invention. It can be clearly seen from the figure that the novel system includes: a financial database module 1, which includes a resource expansion module 11 and a cloud server 10 for selectively extracting required data; a financial message module 2 electrically connected to the financial database module 1 for monitoring and returning The financial information module 2 includes a historical message database 21 and an instant financial information unit 22 disposed on the side of the historical message database 21 for linking the following communication electronic devices 6; The strategic operation module 3 of the financial database module 1 is configured to process at least one financial strategy according to the financial information of the financial information module 2, the strategy management module 3 includes one for generating the financial strategy The strategy computing module 31, a policy ordering module 32 for the user to select and execute the financial strategy, and a risk control management module 33 for analyzing and assessing the profit and loss of the financial strategy; at least one electrically connecting the financial Database module 1 The transaction management module 4 performs the transaction of the financial product according to the financial strategy of the strategy management module 3. The transaction management module 4 includes a simulation transaction module 41 for testing the financial strategy of the strategy operation module 31. The transaction integration platform 5 electrically connected to the transaction management module 4 is configured for the user to link the transaction system of the plurality of securities companies with at least one user account information, and integrate the financial information of each transaction system to integrate the platform for the transaction. 5 performing unified operations, and the transaction integration platform 5 includes at least one function menu 51, which includes one of a broker list, an account list, a financial product list, a transaction service list, or a financial information list; The information module 12 is connected to the financial database module 1 and the communication module 12 of the transaction management module 3 and the transaction management module 4 is connected to the at least one communication electronic device 6. Each of the communication electronic devices 6 includes a time processing unit 61 for screening out the most immediate financial information, and a returning the financial information to the financial database module 1 Financial information sharing unit 62.

請同時配合參閱第一圖至第六圖所示,係為本新型較佳實施例之結構方塊圖、實施示意圖(一)、實施示意圖(二)、實施示意圖(三)、交易整合平台示意圖(一)及交易整合平台示意圖(二),由圖中可清楚看出,本新型之金融資料庫模組1係資訊連結至雲端伺服器10,以選擇性擷取使用者所需之資料儲存於金融資料庫模組1中,且該金融資料庫模組1得以設於通訊電子裝置6中(如個人電腦或行動通訊裝置),只要該通訊電子裝置6維持開啟,即可供應財經訊息模組2及策略經營模組3所需的所有資料(如第二圖所示),其中,財經訊息模組2之即時金融資訊單元22得以透過各使用者之通訊電子裝置6內的金融資訊分享單元62及時間處理單元61,彼此交換金融資訊,而篩選出最即時之金融資訊並回傳至金融資料庫模組1,再配合歷史訊息資料庫21之歷史金融資訊,即可整理出完整之金融資訊而不需透過雲端伺服器10,以降低雲端伺服器10之負擔(如第三圖所示)。 Please refer to the first to sixth figures at the same time, which is a structural block diagram, an implementation schematic diagram (1), an implementation schematic diagram (2), an implementation schematic diagram (3), and a transaction integration platform diagram of the preferred embodiment of the present invention ( 1) and the transaction integration platform diagram (2), as can be clearly seen from the figure, the new financial database module 1 is linked to the cloud server 10 to selectively retrieve the data required by the user. In the financial database module 1, the financial database module 1 can be installed in the communication electronic device 6 (such as a personal computer or a mobile communication device), and the financial information module can be supplied as long as the communication electronic device 6 is maintained on. 2 and all the information required by the strategy management module 3 (as shown in the second figure), wherein the instant financial information unit 22 of the financial information module 2 is able to transmit through the financial information sharing unit in the communication electronic device 6 of each user. 62 and the time processing unit 61 exchange financial information with each other, and screen out the most immediate financial information and return it to the financial database module 1, and then cooperate with the historical financial information of the historical information database 21 to complete the complete The financial information does not need to pass through the cloud server 10 to reduce the burden on the cloud server 10 (as shown in the third figure).

實際操作時,使用者係經策略經營模組3之策略運算模組31選擇或撰寫至少一適合自己需求之財經策略後,即可交由策略下單模組32執行該財經策略以自動控管金融商品,在執行過程中,根據財經訊息模組2的即時報價,評估是否下指令給交易管理模組4進行買賣金融商品之動作,並利用風險控制管理模組33分析評估該財經策略造成之損利,再根據財經策略中設定的目標條件,決定風險控制管理模組33的停損點或停利點,藉此,完成自動化之個人財務管理,以降低損失、增加獲利。且所有交易訊息皆以通訊模組12即時傳遞至使用者的通訊電子裝置6,讓使用者隨時掌握當前財經情勢,而使用者亦可於交易管理模組4處,設定最後交易之決定權是否完全自動化(如第四圖所示)。 In actual operation, after the user selects or compiles at least one financial strategy suitable for his or her needs through the strategy operation module 31 of the strategy management module 3, the user can execute the financial strategy to automatically control the financial module. In the process of execution, according to the real-time quotation of the financial information module 2, the financial product is evaluated whether the instruction to the transaction management module 4 to purchase and sell financial products is performed, and the risk control management module 33 is used to analyze and evaluate the financial strategy. Loss and profit, according to the target conditions set in the financial strategy, determine the stop loss point or stop point of the risk control management module 33, thereby completing the automated personal financial management to reduce losses and increase profit. All the transaction messages are immediately transmitted to the user's communication electronic device 6 by the communication module 12, so that the user can grasp the current financial situation at any time, and the user can also set the decision right of the last transaction at the transaction management module 4. Fully automated (as shown in the fourth image).

再者,使用者可透過交易整合平台5以至少一使用者帳戶資訊連結複數券商之交易系統,並整合各該交易系統之金融資訊以於該交易整合平台5進行統一操作,而快速得知各券商之金融資訊,且使用者可利用功能選單51在券商清單、帳戶清單、金融商品清單、交易服務清單或金融資訊清單中,選擇想查找的資訊,甚至透過交易整合平台5與各券商直接進行交易,以簡化操作程序。當然,交易管理模組4的模擬交易模組41,不但可提供測試策略運算模組31之財經策略,在交易整合平台5的作用下,更得以擁有各券商金融資訊之情況下,進行更符合現況之模擬動作,而提升模擬交易及財經策略的之實用性( 如第五、六圖所示)。而當模擬動作完成,測試確認為有助益之財經策略後,即可利用資源擴充模組11將該財經策略加入金融資料庫模組1中。該資源擴充模組11更可依使用者需求擴充影像功能模組、聲音功能模組、行情報價模組、盤後查詢模組、即時運算模組、新聞檢索模組或版本更新模組等,以增加本新型之實用性。 Further, the user can connect to the transaction system of the plurality of brokers through the transaction integration platform 5, and integrate the financial information of each transaction system to perform unified operations on the transaction integration platform 5, and quickly learn each The financial information of the broker, and the user can use the function menu 51 to select the information to be found in the broker list, the account list, the financial product list, the transaction service list or the financial information list, and even directly through the transaction integration platform 5 and each broker. Trading to simplify the operating procedures. Of course, the simulation transaction module 41 of the transaction management module 4 not only provides the financial strategy of the test strategy calculation module 31, but also has the financial integration information of the brokerage company under the action of the transaction integration platform 5, and is more consistent. The current state of simulation, while improving the practicality of simulation trading and financial strategies ( As shown in the fifth and sixth figures). When the simulation operation is completed and the test is confirmed as a helpful financial strategy, the resource expansion module 11 can be used to add the financial strategy to the financial database module 1. The resource expansion module 11 can further expand an image function module, a sound function module, a quote quotation module, a post-disc query module, an instant computing module, a news search module or a version update module according to user requirements. To increase the practicality of the new model.

另外,本新型之金融資料庫模組1可為軟體(software)、硬體(hardware)或韌體(firmware)。為軟體時,可直接安裝於通訊電子裝置6的作業系統中,供使用者隨時操作,如安裝於Windows、Linux、Ios或Android等介面平台之應用程式;為硬體時,可直接連結個人電腦,全天候啟動隨時更新金融資訊,如機上盒;為韌體時,則可做為介面卡加裝於電子設備。 In addition, the financial database module 1 of the present invention may be software, hardware or firmware. When it is software, it can be directly installed in the operating system of the communication electronic device 6, and can be operated by the user at any time, such as an application installed on an interface platform such as Windows, Linux, Ios or Android; when it is hardware, it can be directly connected to the personal computer. At any time, you can update your financial information at any time, such as a set-top box. When it is a firmware, it can be used as an interface card in an electronic device.

惟,以上所述僅為本新型之較佳實施例而已,非因此即侷限本新型之專利範圍,故舉凡運用本新型說明書及圖式內容所為之簡易修飾及等效結構變化,均應同理包含於本新型之專利範圍內,合予陳明。 However, the above description is only the preferred embodiment of the present invention, and thus does not limit the scope of the patent of the present invention. Therefore, all the simple modifications and equivalent structural changes that are made by using the present specification and the drawings are the same. It is included in the scope of this new patent and is given to Chen Ming.

是以,本新型之雲端財務管理裝置為可改善習用之技術關鍵在於: Therefore, the key to the new cloud management device for improving the usage is:

一、利用金融資料庫模組1分散各使用者使用共同資源之頻率,以降低雲端伺服器10之負擔,穩定金融資訊之更新效率。 First, the financial database module 1 is used to spread the frequency of use of common resources by each user, so as to reduce the burden on the cloud server 10 and stabilize the update efficiency of financial information.

二、利用交易整合平台5整合各券商交易系統之金融資訊,以於該交易整合平台5進行統一操作。 Second, the transaction integration platform 5 is used to integrate the financial information of each brokerage transaction system to perform unified operation on the transaction integration platform 5.

三、依個人化財經策略,自動監控管理使用者之金融商品,避免使用者因意志薄弱或不信任而擅自做出不利的決定。 Third, according to the personalized financial strategy, automatically monitor and manage the user's financial products, to avoid users making unfavorable decisions because of weak will or distrust.

綜上所述,本新型之雲端財務管理裝置於使用時,為確實能達到其功效及目的,故本新型誠為一實用性優異之新型,為符合新型專利之申請要件,爰依法提出申請,盼 審委早日賜准本新型,以保障申請人之辛苦發明,倘若 鈞局審委有任何稽疑,請不吝來函指示,申請人定當竭力配合,實感德便。 In summary, the cloud financial management device of the present invention can achieve its efficacy and purpose when it is used. Therefore, the novel is a new type of application with excellent practicability, and is in accordance with the application requirements of the new patent, and submits an application according to law. It is hoped that the trial committee will grant this new type as soon as possible to protect the applicant's hard work. If there is any doubt in the trial committee, please do not hesitate to give instructions. The applicant will try his best to cooperate with him.

1‧‧‧金融資料庫模組 1‧‧‧Financial Database Module

10‧‧‧雲端伺服器 10‧‧‧Cloud Server

11‧‧‧資源擴充模組 11‧‧‧Resource expansion module

12‧‧‧通訊模組 12‧‧‧Communication Module

2‧‧‧財經訊息模組 2‧‧‧ Financial Information Module

21‧‧‧歷史訊息資料庫 21‧‧‧History Information Database

22‧‧‧即時金融資訊單元 22‧‧‧ Instant Financial Information Unit

3‧‧‧策略經營模組 3‧‧‧Strategy Management Module

31‧‧‧策略運算模組 31‧‧‧Strategy Computing Module

32‧‧‧策略下單模組 32‧‧‧Strategy order module

33‧‧‧風險控制管理模組 33‧‧‧ Risk Control Management Module

4‧‧‧交易管理模組 4‧‧‧Transaction Management Module

41‧‧‧模擬交易模組 41‧‧‧simulation trading module

5‧‧‧交易整合平台 5‧‧‧Transaction integration platform

51‧‧‧功能選單 51‧‧‧ function menu

6‧‧‧通訊電子裝置 6‧‧‧Communication electronics

61‧‧‧時間處理單元 61‧‧‧Time Processing Unit

62‧‧‧金融資訊分享單元 62‧‧‧Financial Information Sharing Unit

Claims (10)

一種雲端財務管理裝置,其包括:一金融資料庫模組;一電性連結該金融資料庫模組之財經訊息模組,係供監看並回傳即時財經訊息;一電性連結該金融資料庫模組之策略經營模組,係根據該財經訊息模組之財經訊息對至少一財經策略進行處理;至少一電性連結該金融資料庫模組之交易管理模組,係根據該策略經營模組之財經策略進行金融商品之交易;一電性連結該交易管理模組之交易整合平台,係供使用者以至少一使用者帳戶資訊連結複數券商之交易系統,並整合各該交易系統之金融資訊以於該交易整合平台進行統一操作;及一設於該金融資料庫模組上且資訊連結該財經訊息模組、該策略經營模組及該交易管理模組之通訊模組,係供資訊連結至少一通訊電子裝置。 A cloud financial management device comprising: a financial database module; a financial information module electrically connected to the financial database module for monitoring and returning real-time financial information; and electrically connecting the financial information The strategic management module of the library module processes at least one financial strategy based on the financial information of the financial information module; at least one transaction management module electrically connected to the financial database module is operated according to the strategy The Group's financial strategy for the transaction of financial products; a transaction integration platform electrically connected to the transaction management module is for the user to link the transaction system of the plurality of securities companies with at least one user account information, and integrate the financial systems of the transaction systems The information is used for the unified operation of the transaction integration platform; and a communication module is provided on the financial database module and the information is linked to the financial message module, the strategy management module and the transaction management module. Connecting at least one communication electronic device. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該財經訊息模組係包含一歷史訊息資料庫、及一設於該歷史訊息資料庫一側之即時金融資訊單元,係供資訊連結該通訊電子裝置。 The cloud financial management device of claim 1, wherein the financial message module comprises a historical message database and an instant financial information unit located on the side of the historical message database for information link The communication electronic device. 如申請專利範圍第2項所述之雲端財務管理裝置,其中各該通訊電子裝置係包含一供篩選出最即時之金融資訊之時間處理單元、及一供回傳該金融資訊至該金融資料庫模組之金融資訊分享單元。 The cloud financial management device of claim 2, wherein each of the communication electronic devices includes a time processing unit for screening out the most immediate financial information, and a returning the financial information to the financial database. The financial information sharing unit of the module. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該策略經營模組係包含一策略運算模組,係供產生該財經策略。 The cloud financial management device of claim 1, wherein the strategic management module comprises a strategy computing module for generating the financial strategy. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該策略經營模組係包含一策略下單模組,係供使用者選擇並執行該財經策略。 The cloud financial management device of claim 1, wherein the policy management module comprises a policy order module, wherein the user selects and executes the financial strategy. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該策略經營模組係包含一風險控制管理模組,係供分析評估該財經策略之損利。 The cloud financial management device of claim 1, wherein the strategic management module comprises a risk control management module for analyzing and evaluating the profit and loss of the financial strategy. 如申請專利範圍第4項所述之雲端財務管理裝置,其中該交易管理模組係包含一模擬交易模組,係供測試該策略運算模組之財經策略。 The cloud financial management device of claim 4, wherein the transaction management module comprises a simulated transaction module for testing a financial strategy of the strategy computing module. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該金融資料庫 模組係包含一資源擴充模組。 The cloud financial management device as described in claim 1, wherein the financial database The module system includes a resource expansion module. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該金融資料庫模組係資訊連結一雲端伺服器,以選擇性擷取所需資料。 The cloud financial management device of claim 1, wherein the financial database module is an information link to a cloud server for selectively extracting required data. 如申請專利範圍第1項所述之雲端財務管理裝置,其中該交易整合平台係包含至少一功能選單,該功能選單係包含券商清單、帳戶清單、金融商品清單、交易服務清單或金融資訊清單其中之一者。 The cloud financial management device of claim 1, wherein the transaction integration platform comprises at least one function menu, wherein the function menu comprises a broker list, an account list, a financial product list, a transaction service list or a financial information list. One of them.
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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI662503B (en) * 2018-04-20 2019-06-11 兆豐國際商業銀行股份有限公司 A system and a method for establishing liquidity risk assessment form

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI662503B (en) * 2018-04-20 2019-06-11 兆豐國際商業銀行股份有限公司 A system and a method for establishing liquidity risk assessment form

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