TWM548854U - System for analyzing finance instrument information - Google Patents

Abstract

A system for analyzing finance instrument information is provided. An information receiving module receives transaction information of financial trading market. A policy definition module defines a plurality of leading indicators of a finance instrument, sets a plurality of weight factors of the leading indicators, and obtain at least one evaluation condition respectively corresponding to the leading indicators. An indicator computing module determines a trend attribute of each leading indicator according to whether the transaction information comply with the evaluation condition of the leading indicators. A trend integration module calculates multiple trend grades respectively corresponding to the leading indicators according to the weight factors and the trend attribute of each leading indicators, and summarizes the trend grades of the leading indicators to obtain a trend cumulative score. A display module displays a user interface based on the trend cumulative score on a screen.

Description

System for analyzing financial commodity information

This novel creation is about a data processing system, and in particular, a system for analyzing financial commodity information.

As the standard of living of Chinese people is getting higher and higher, investment and financial management are getting more and more attention. Index futures is a derivative financial instrument that participates in index futures traders. Arbitrage trades index futures, locks in profits and costs, and reduces the risk of price fluctuations caused by time. Investors take on more risks through index futures trading, waiting for opportunities to make profits in price fluctuations.

For traders who want to make a profit in the index futures trading market, it is not only to understand the time and price trends in the futures price trend chart, but also to refer to a variety of financial transaction information that may affect the futures price trend. Specifically, investors may refer to domestic and foreign stock market information at the same time. However, investors often need to obtain these financial transaction information through different information providing platforms. Therefore, professional investors usually use multiple screens and open multiple windows to watch the development of more than a dozen financial transaction information. In other words, for the index futures investment market, which is a must-see for every minute, investors must invest a great deal of energy to focus on the market and focus on the development of multiple trading information. If an investor accidentally neglects a particular piece of information and misjudges it, it will directly affect the investment profit.

In view of this, the novel creation proposes a system and method for analyzing financial commodity information, which can provide an investment strategy and user operation interface based on a plurality of factors affecting the price trend of financial commodities, so that investors can grasp the price trend in real time. The turning point in turn performs the right investment decisions.

The novel creation provides a system for analyzing financial commodity information, including an analysis server and a client device. The analysis server includes an information receiving module, a policy definition module, and an index computing module. The client device is connected to the analysis server via a network, and the client device includes a trend integration module and a display module. The above information receiving module receives transaction information of the financial transaction market. The policy definition module defines a plurality of leading indicators associated with a financial product, sets a plurality of weighting factors corresponding to the leading indicators, and obtains at least one evaluation condition corresponding to the leading indicators respectively. The index calculation module determines a trend attribute of each leading indicator according to whether the transaction information meets the evaluation condition corresponding to the leading indicator respectively. The trend integration module calculates a plurality of trend scores corresponding to the leading indicators according to the weighting factor and the trend attributes of the leading indicators, and sums the trend scores corresponding to the leading indicators respectively, thereby obtaining the trend total points. The display module displays the user interface on the screen based on the trend total integration.

From another point of view, this new creation proposes a method of analyzing financial commodity information, including the following steps. First, receive trading information from the financial trading market. Defining a plurality of leading indicators associated with the financial product, setting a plurality of weighting factors respectively corresponding to the leading indicators, and obtaining at least one evaluation condition corresponding to the leading indicators respectively. A trend attribute of each leading indicator is determined according to whether the transaction information meets at least one evaluation condition corresponding to the leading indicator, and a plurality of trend scores corresponding to the leading indicators are calculated according to the weighting factor and the trend attribute of each leading indicator. The trend scores corresponding to the leading indicators are respectively added to obtain a trend total score. The user operation interface is displayed on the screen based on the trend total integration.

Based on the above, in this way, the system for analyzing financial commodity information created by the novel can integrate multi-party financial market information to generate corresponding trend total points, and accordingly provide a corresponding user operation interface.

The above described features and advantages of the present invention will become more apparent and understood from the following description.

1 is a schematic diagram of a system for analyzing financial product information according to an embodiment of the present invention. Referring to Figure 1, a system 10 for analyzing financial product information includes client devices 110, 120 and an analysis server 130. The client devices 110 and 120 are, for example, devices such as mobile phones, tablet computers, and notebook computers, and can be connected to the analysis server 130 via the network 101. In this embodiment, the network 101 can be a wireless or wired communication network, which can conform to wired internet, global interoperability microwave access (WiMAX), third generation communication (3G), fourth generation communication (4G). The communication protocol such as ultra-wideband communication (UWB), this new creation is not limited. The analysis server 130 has a function of storing data and operations, and provides data and operation results to the client devices 110, 120 via the network 101. Moreover, in the present embodiment, the analysis server 130 can obtain transaction information of the financial transaction market from the information providers 140, 150 via the network 101. The above information providers 140, 150 are, for example, domestic and foreign exchanges, such as the stock exchange (Taiwan Stock Exchange), the counter buying center (the securities counter trading center), the Chicago Board of Trade, the Singapore Futures Exchange, etc., the new type Creation is not limited to this. In addition, the information providers 140, 150 may also be domestic and foreign securities firms, domestic and foreign banks or other institutions that provide financial goods trading services, and the like.

In this embodiment, the analysis server 130 includes an information receiving module, a policy definition module, and an index computing module, and the client device 110 includes a trend integration module and a display module. The module may be a functional module implemented by a hardware and/or a software. The hardware may include a hardware device having a video processing function, such as a central processing unit, a chipset, a microprocessor, or a combination of the foregoing hardware devices. The software can be a program code, etc., and the novel creation is not limited thereto. In other words, the above module can be a code written by a programming language or a separate chip, and the novel creation is not limited thereto. However, in order to clarify the creation of the present invention, the following description will be continued by taking the modules in the client device 110 and the analysis server 130 as code.

2 is a block diagram of an analysis server and a client device according to an embodiment of the present invention. Referring to FIG. 2, the client device 110 includes a network interface 111, a processor 112, a storage component 113, and a screen 114. The analysis server 130 includes a network interface 131, a processor 132, and a storage component 133. The storage elements 113, 133 are, for example, any type of fixed or removable random access memory (RAM), read only memory (ROM), flash memory, hard disk or the like or these A combination of devices for recording a plurality of modules executable by the processors 112, 132. The processors 112, 132 are, for example, a central processing unit (CPU) consisting of a single core or multiple cores, or other programmable general purpose or special purpose microprocessors, programmable controllers, special applications. Application Specific Integrated Circuits (ASIC) or other similar devices or a combination of these devices. The network interfaces 111, 131 include various components for connecting to the network 101, such as antennas, network cards or communication chips, and the like. In this embodiment, the module in the storage component 113 includes at least a trend integration module 113_1 and a display module 113_2. The module in the storage component 133 includes at least an information receiving module 133_1, a policy definition module 133_2, and an indicator. The computing module 133_3, the module is, for example, a computer program or a computer command.

FIG. 3 is a flow chart of a method for analyzing financial product information according to an embodiment of the present invention. Referring to FIG. 3, the mode of the embodiment is applied to the client device 110 and the analysis server 130 in the foregoing embodiment. The following describes the details of the embodiment in conjunction with the components in the client device 110 and the analysis server 130. step.

In step S301, the information receiving module 133_1 receives the transaction information of the financial transaction market. The above financial transaction markets are, for example, stock markets, exchange rate markets, futures markets, and the like. The transaction information of the financial transaction market may be real-time quotation information of various financial commodities, statistical information generated by analyzing quotation information, or analysis information generated by analyzing a trend graph established based on the quotation information. For example, the information receiving module 133_1 can receive the instant exchange rate of various currencies (such as the NT exchange rate), the market index of domestic and foreign stocks (such as the Taiwan stock index, the US stock index or the mainland stock index), and the domestic and foreign index futures. (such as the Taiwan referee period or Motai refers to), or domestic stock index (such as electronic index, production index or financial index) and so on. In addition, the transaction information of the financial transaction market received by the information receiving module 133_1 may also be the analysis information generated by analyzing the mentioned index. For example, the transaction information received by the information receiving module 133_1 may be analysis information generated by analyzing the statistical stocks futures (such as the volume information of the trading volume and the futures index trend graph).

In step S302, the policy definition module 133_2 defines a plurality of leading indicators associated with the financial products, sets a plurality of weighting factors respectively corresponding to the leading indicators, and acquires at least one evaluation condition corresponding to the leading indicators respectively. In this embodiment, when the analysis server 130 is information that can be referred to when the investor is buying and selling the stock index futures, the strategy definition module 133_2 defines a plurality of leading indicators associated with the Taiwan stock index futures, but the new type Creation is not limited to this. In another embodiment, when the analysis server 130 is used to provide information that an investor can refer to when buying or selling stocks, the policy definition module 133_2 defines a plurality of leading indicators associated with a particular stock. In this embodiment, the leading indicators of the Taiwan stock index futures may include foreign investment trends, Taipower near-market momentum, Taiwan stock weight indicators, Taiwan stocks spot indicators, Taiwan index trend direction, short-term breakthroughs, KD gold indicators, wave patterns One or a combination of indicators, technical indicators, the New Taiwan Dollar exchange rate, the US market, and the mainland stock market. It can be known that the above-mentioned leading indicator is a reference indicator that allows investors to judge the trend of Taiwan stock index futures.

In addition, the policy definition module 133_2 sets a plurality of weighting factors corresponding to the leading indicators respectively according to the system preset value or the user setting value. In other words, each leading indicator has a corresponding weighting factor, and the sum of these weighting factors is, for example, 100. In order to formulate an investment strategy that accurately predicts the trend of the Taiwan index period, the weighting factor setting of the leading indicator that has a greater influence on the trend of the Taiwan stock index futures is higher, and the lower the weighting factor setting of the leading indicator for the trend of the Taiwan stock index futures is. . On the other hand, the policy definition module 133_2 further reads at least one evaluation condition corresponding to each of the leading indicators, and the evaluation conditions are a plurality of judgment formulas. For example, the assessment criteria for the leading indicator "NTT exchange rate" include determining whether the exchange rate of the Taiwan dollar is rising. The evaluation criteria for the leading indicator "Taiwan's near-term momentum" include whether the current price is greater than the opening price, whether the current price is greater than the average price, and whether the waveform of the price trend chart is a rising wave or the like. However, this novel creation does not limit the number of evaluation conditions.

In step S303, the index calculation module 133_3 determines a trend attribute of each leading indicator according to whether the transaction information meets at least one evaluation condition corresponding to the leading indicator respectively. Specifically, the index calculation module 133_3 may substitute the transaction information received by the information receiving module 133_1 into the evaluation condition defined by the policy definition module 133_2 to determine whether the transaction information meets the evaluation conditions corresponding to the respective leading indicators. Thereafter, the index calculation module 133_3 further determines the trend attribute of each leading indicator based on the number of evaluation conditions whose result is judged as "Yes". The above trend attributes include trending, trending, and the inability to discriminate between long and short trends. For example, suppose that the transaction data on the leading indicator “foreign capital trend” mostly meets the evaluation criteria, then the trend attribute of the leading indicator “foreign capital trend” can be judged as a trend. Assuming that most of the transaction data on the leading indicator "foreign capital trend" does not meet the evaluation criteria, the trend attribute of the leading indicator "foreign capital trend" can be judged as trend bearish. The analysis server 130 can communicate the trend attributes of the various lead indicators to the client device 110.

Then, in step S304, the trend integration module 113_1 calculates a plurality of trend scores corresponding to the leading indicators according to the weighting factor and the trend attribute of each leading indicator, and sums the trend scores corresponding to the leading indicators respectively, thereby obtaining the total trend. integral. In detail, if the trend attribute of the first leading indicator among the leading indicators is a trend, the first trend score of the first leading indicator is the first weighting factor multiplied by the positive coefficient. If the trend attribute of the first leading indicator is trend bearish, the first trend score of the first leading indicator is the first weighting factor multiplied by the negative coefficient. If the trend attribute of the first leading indicator is that the long and short trend cannot be judged, the first trend score of the first leading indicator is the first weighting factor multiplied by the zero coefficient. Taking the positive coefficient as 1 and the negative coefficient as -1 and the first leading indicator as the leading indicator "foreign capital trend" as an example, if the trend attribute of the leading indicator "foreign capital trend" is trended and its weighting factor is equal to 15, the leading indicator The trend score for "Foreign Capital Trends" is equal to 15 (15 times 1). If the trend attribute of the leading indicator "foreign capital trend" is trend bearish and its weighting factor is equal to 15, then the trend score of the leading indicator "foreign capital trend" is equal to -15 (15 times -1). If the trend attribute of the leading indicator "foreign capital trend" is that the long-short trend cannot be judged and its weighting factor is equal to 15, the trend score of the leading indicator "foreign-trading trend" is equal to 0 (15 times 0).

In step S305, the display module 113_2 displays the user operation interface on the screen 114 based on the trend total score. The user interface described above will be described in more detail below. In other words, the above trend total points are generated by integrating a variety of trading information that affects the Taiwan stock index futures. Investors do not have to bother and nervously pay attention to multiple windows or screens to execute investment decisions. In other words, investors can use the total trend of the trend displayed on the user's operating interface as a reference to perform better investment decisions.

However, the implementation of the novel creation is not limited to the above description, and the contents of the above embodiments may be changed as appropriate for actual needs. 4 is a block diagram of an analysis server and a client device according to an embodiment of the present invention. The embodiment of FIG. 4 is similar to the embodiment illustrated in FIG. 2, with the difference that the storage component 133 of the analysis server 130 of the embodiment of FIG. 4 further stores the time processing module 133_4 and the recording module 133_5. The client device 110 further includes an input device 115, such as a keyboard, a touch input component (which can be integrated with the screen 114 as a touch screen), a microphone or a mouse, and the like, and the storage component 113 further stores an instruction receiving module 113_3. . In the embodiment of FIG. 4, the policy definition module 133_2 can define a transaction period, and the time processing module 133_4 triggers the index operation module 133_3 to determine the trend attribute of each leading indicator every other transaction period, so that the trend integration module 113_1 The trend score can be calculated at multiple points in time. Specifically, the above-mentioned trading period is, for example, one minute, two minutes, or five minutes, and the like. The time processing module 133_4 triggers the index calculation module 133_3 to determine the trend attribute of each leading indicator, for example, so that the trend integration module 113_1 can calculate the corresponding trend score every minute after the opening.

Thus, the recording module 133_5 can record the trend attribute of the leading indicator at each time point. In this way, investors can check the trend attributes of each leading indicator corresponding to the current execution of an investment decision after the close, so as to review whether the investment decision made today based on the trend score and the trend head office is appropriate. In addition, investors can decide whether to adjust the weighting factors of each leading indicator based on their investment results and the current trend attributes. If the investor wants to redistribute the weighting factors of the leading indicators, in the embodiment of FIG. 4, the investor can use the input device 115 to issue a user command, and the command receiving module 113_3 receives the user command according to the user command. Adjust the weighting factors corresponding to the leading indicators. In this way, the trend integration module 113_1 can calculate the trend score of each leading indicator according to the adjusted weighting factor and the trend attribute provided by the analysis server 130.

It is worth mentioning that in an embodiment of the novel creation, the trend score corresponding to each leading indicator can be displayed through the chess piece characteristics of the chess game. Taking chess as an example, the display module 113_2 can configure the pieces corresponding to the leading indicators according to the weighting factors of the leading indicators. For example, the chess piece icon of the leading indicator with the highest weighting factor may correspond to the "scholar" or "shi" of the two parties in the chess, and the chess piece icon of the leading indicator with the lowest weighting factor may correspond to the two parties in the chess. "Strike" or "Bing". In addition, the display module 113_2 can display the chess piece icon of the leading indicator according to the trend attribute of each leading indicator. For example, when the trend attribute of the leading indicator with the highest weighting factor is more trend-oriented, it is represented by the “Shi” of one of the two parties. When the trend attribute of the leading indicator with the highest weighting factor is the trend bearish, it is represented by the "scholar" of the other side of the chess.

The following examples are provided to describe in detail the user interface that the display module 113_2 of the client device 110 can provide. It is assumed that the user interface can include three different first interfaces and a second interface. FIG. 5 is a schematic diagram of a first interface according to an embodiment of the present invention. The display module 113_2 displays the leading indicator in the first field 510 of the first interface 51. The display module 113_2 displays the pawn icons corresponding to the leading indicators at different time points according to the trend scores of the leading indicators in the first field 510, and the different time points are correspondingly displayed in the second field 511. For example, the display module 113_2 displays the pawn icon 514 "俥" on the first interface 51 according to the trend score of the leading indicator "the trend direction of the platform" at the time point "8:49". The display module 113_2 displays the pawn icon 515 "striking" in the first interface 51 according to the trend score of the leading indicator "US stage" at the time point "8:48". In addition, the display module 113_2 further displays the trend total points at different time points in the third field 513. For example, the total trend integral of the time point "8:49" is '7'.

FIG. 6 is a schematic diagram of a second interface according to an embodiment of the present invention. The display module 113_2 displays the price trend chart 611 and the time-sharing transaction amount map 612 of the financial product (for example, the Taiwan index futures) in the second interface 61, and the display module 113_2 is based on the trend total points at different time points. A histogram 613 is displayed on the second interface 61. It can be known that the price trend graph 611, the time-sharing transaction amount map 612, and the horizontal axis of the histogram 613 are both time axes. The display module 113_2 displays the pieces of the chess pieces corresponding to the current time points of the leading indicators in the second interface 61, such as "shi", "shi", "image", "image", "俥", "horse", "Bing", "Bing" in field 614, and display module 113_2 display the trend total score "-47" at the current time point in field 614.

It is worth mentioning that if the difference between the total trend integral of the first time point T4 and the trend total integral of the second time point T3 is greater than a positive threshold, the display module 113_2 displays an upward turning indicator symbol 616 in the column shape. The boundary between the first time point T4 and the second time point T3 on the graph. Specifically, assuming that the first time point T4 is "9:21" and the trend total score is "5", and the second time point T3 is "9:20" and the trend total score is "-45", then The difference between the total trend integral of the first time point T4 and the trend total score of the second time point T3 is equal to "50". At this time, if the positive critical value is set to be equal to 30, since the difference value "50" is greater than the positive critical value, the display module 113_2 displays the upward turning indication symbol 616. On the other hand, if the difference between the total trend integral of the first time point T2 minus the trend total integral of the second time point T1 is less than a negative threshold, the display module 113_2 displays a downward turning indicator symbol 615 on the histogram. The boundary between the first time point T2 and the second time point T1. Specifically, assuming that the first time point T2 is "9:06" and the trend total score is "-15", and the second time point T1 is "9:05" and the trend total score is "48", then The difference between the total trend integral of the first time point T2 and the trend total score of the second time point T1 is equal to "-63". If the negative threshold is set to be equal to -30, since the difference "-63" is less than the negative threshold, the display module 113_2 displays the downward turn indicator 615.

In summary, the novel creation analysis server determines the trend attribute of each leading indicator according to whether the collected transaction information meets the evaluation conditions of each leading indicator. The client device can further calculate the trend scores of the leading indicators according to the weighting factors and trend attributes of the leading indicators, and add the trend scores of the leading indicators to obtain the current trend total points. In this way, the system for analyzing financial commodity information created by the novel can integrate multi-party financial market information to generate corresponding trend total points, and investors can judge the price fluctuation trend of financial products according to the trend total points, thereby assisting in using Perform the right investment decisions when investing in operations.

Although the present invention has been disclosed in the above embodiments, it is not intended to limit the novel creation, and any person skilled in the art can make some changes without departing from the spirit and scope of the novel creation. Retouching, the scope of protection of this new creation is subject to the definition of the scope of the patent application attached.

10‧‧‧A system for analyzing financial commodity information
110, 120‧‧‧ client devices
130‧‧‧Analysis server
101‧‧‧Network
140, 150‧‧‧Information providers
111, 131‧‧‧ network interface
112, 132‧‧‧ processor
133, 113‧‧‧ storage elements
114‧‧‧ screen
113_1‧‧‧Trend Integration Module
113_2‧‧‧ display module
133_1‧‧‧Information receiving module
133_2‧‧‧Strategy definition module
133_3‧‧‧ indicator computing module
133_4‧‧‧Time Processing Module
133_5‧‧‧record module
113_3‧‧‧Instruction Receiver Module
115‧‧‧ Input device
S301～S305‧‧‧Steps
51‧‧‧ first interface
510‧‧‧ first field
511‧‧‧ second field
514‧‧‧Chess icon
513‧‧‧ third field
61‧‧‧second interface
T2, T4‧‧‧ second time
611‧‧‧Price Trend Chart
612‧‧‧Timeshare Volume Chart
613‧‧‧Histogram
614‧‧‧ field
615, 616‧‧‧ sign
T1, T3‧‧‧ first time

1 is a schematic diagram of a system for analyzing financial product information according to an embodiment of the present invention. 2 is a block diagram of an analysis server and a client device according to an embodiment of the present invention. FIG. 3 is a flow chart of a method for analyzing financial product information according to an embodiment of the present invention. 4 is a block diagram of an analysis server and a client device according to an embodiment of the present invention. FIG. 5 is a schematic diagram of a first interface according to an embodiment of the present invention. FIG. 6 is a schematic diagram of a second interface according to an embodiment of the present invention.

110‧‧‧Client device

130‧‧‧Analysis server

111, 131‧‧‧ network interface

112, 132‧‧‧ processor

114‧‧‧ screen

133, 113‧‧‧ storage elements

113_1‧‧‧Trend Integration Module

113_2‧‧‧ display module

133_1‧‧‧Information receiving module

133_3‧‧‧ indicator computing module

133_2‧‧‧Strategy definition module

Claims (8)

A system for analyzing financial commodity information, comprising: an analysis server, comprising: an information receiving module for receiving transaction information of a financial transaction market; a strategy definition module defining a plurality of leading indicators and settings associated with a financial product The leading indicators respectively correspond to a plurality of weighting factors, and obtain at least one evaluation condition corresponding to the leading indicators respectively; and an indicator computing module, according to whether the transaction information meets the at least one evaluation corresponding to the leading indicators respectively a condition to determine a trend attribute of each of the leading indicators; and a client device connected to the analysis server via a network, comprising: a trend integration module, according to the weighting factors and the leading indicators Calculating a plurality of trend scores corresponding to the leading indicators respectively, and summing the trend scores corresponding to the leading indicators respectively, thereby obtaining a trend total score; and a display module, based on the trend total score Display a user operation interface in one On the screen. The system for analyzing financial commodity information according to claim 1, wherein the leading indicators include a first leading indicator, and the first leading indicator corresponds to a first weighting factor of the weighting factors and the a first trend score of the trend scores, if the trend attribute of the first lead indicator is a trend, the first trend score is the first weight factor multiplied by a positive coefficient; if the first leading indicator The trend attribute is a trend bearish, the first trend score is the first weight factor multiplied by a negative coefficient; and if the trend attribute of the first leading indicator is unable to determine the long and short trend, the first trend score is the The first weighting factor of the first leading indicator is multiplied by a zero coefficient. The system for analyzing financial product information as described in claim 1, wherein the policy definition module defines a transaction period, and the analysis server further includes a time processing module, the time processing module is every other transaction. The time period triggers the index computing module to determine the trend attribute of each of the leading indicators, so that the index computing module continues to calculate the trend scores at multiple time points. The system for analyzing financial product information as described in claim 2, wherein the analysis server further includes a record module, wherein the record module records the trend attribute of the leading indicators at each of the time points, The client device includes an instruction receiving module, and the command receiving module receives a user command and adjusts the weighting factors corresponding to the leading indicators according to the user instruction. The system for analyzing financial product information as described in claim 1, wherein the user interface includes a first interface, the display module displays the leading indicators in the first interface, and the display module is configured according to each The trend scores of the leading indicators display a chess piece corresponding to the leading indicators at different time points in the first interface, and the display module displays the trend total points at different time points in the first interface. . The system for analyzing financial product information according to claim 1, wherein the user operation interface comprises a second interface, and the display module displays a price trend map and a time-sharing transaction amount map of the financial product. The second interface, and the display module further displays a histogram on the second interface according to the trend total integration at different time points. For example, in the system for analyzing financial commodity information described in claim 6, wherein if the total score of the trend at a first time point minus the trend total score of the second time point is greater than a positive threshold, The display module displays an upward transition sign indicating a boundary between the first time point and the second time point on the histogram; and if the trend total point of the first time point is subtracted from the second time The difference of the trend total points of the points is less than a negative threshold, and the display module displays a boundary of the downward turning indicator on the first time point and the second time point on the histogram. The system for analyzing financial product information according to claim 6 , wherein the display module displays a chess icon corresponding to each of the leading indicators at the current time point in the second interface, And the display module displays the trend total score of the current time point in the second interface.