TWM566876U - Stock management interface system - Google Patents

Abstract

A stock management interface system, comprising: a system database and a server, the server comprises: a stock stock management module, accessing the system database, and providing a stock stock management interface displayed on the mobile communication device, The stock stock management interface includes transaction information of the stock held and the stock held by the stock; and a stock conversion diagnostic recommendation module, and the stock conversion diagnosis recommendation module comprises: a logic module, which is associated with all stocks according to a logical condition Determining a stock picking list, and storing the logical condition and the corresponding stock picking list in the system database; wherein the stock conversion diagnostic recommendation module monitors the stock held, when the stock held meets a predetermined benchmark condition, The conversion stock recommendation module indicates a proposed stock conversion label in the stock stock management interface for the stocks to be matched, and provides a stock exchange recommendation interface to be displayed on the mobile communication device.

Description

Stock management interface system

This creation is about a stock management interface system, especially for a stock management interface system that monitors the stocks held and sends a notification message or provides a recommended stock pick list and related information to the user when the stocks meet the pre-determined conditions.

For investors who hold stocks, the most common problems are as follows: First, although it is convenient and easy to monitor stock information through the Internet today, investors cannot monitor their holdings 24/7. Individual stocks. Therefore, investors often cannot immediately find out that a stock held has reached the condition that the stock should be replaced, and lose the best time to replace the stock.

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

In view of this, there is a need for a stock management interface system and a stock exchange recommendation method that can monitor whether the stock held at any time reaches the preset condition and issue a notification message when the preset condition is reached, and also provides recommended stock and related information.

The main purpose of this creation is to provide a way to The stock management interface system for notification messages.

Another object of the present creation is to provide a stock management interface system that provides recommended stocks and related information when a predetermined benchmark condition is reached.

For the above purposes, the present invention provides a stock management interface system comprising: a system database for storing at least one stock held by a user; and a server for allowing a mobile communication device to connect to the user, The server includes: a stock stock management module, accessing the system database, and providing a stock stock management interface displayed on the mobile communication device, wherein the stock stock management interface includes the stock information of the held stock and the held stock; And a conversion stock recommendation module, and the conversion diagnosis recommendation module comprises: a logic module, which associates a stock pick list from all stocks according to a logic condition, and the logic condition and the corresponding stock pick list Stored in the system database; wherein the conversion diagnosis recommendation module monitors the stock held, and when the stock held meets a predetermined benchmark condition, the conversion diagnosis recommendation module corresponds to the stock stock management interface The stock holding is marked with a proposed conversion label, and a conversion recommendation interface is displayed on the action pass according to the one-click action of the proposed conversion label. Device, wherein the convertible recommended interface that contains the list of stock picks and stock trading data associated with the candidate list of stock picks.

In implementation, the logic condition is an optional logic condition or a recommended logic condition.

In implementation, the stock picking list includes at least one candidate stock that meets the logical condition; wherein the system database stores stock news information associated with the held stock or one of the candidate stocks.

In the implementation, the conversion diagnosis recommendation module further includes a reference condition setting module, and a reference condition setting interface is displayed on the mobile communication device for the user to determine the preset reference condition.

In implementation, the system database stores stock profit and loss information associated with one of the stocks held.

In implementation, the conversion recommendation interface includes the name of the matched stock, the preset reference condition, a stock profit and loss information of the matched stock and the logical condition.

In order to further understand the present invention, the preferred embodiments of the present invention, together with the drawings and figure numbers, detail the specific components of the present creation and the effects achieved thereby.

10‧‧‧Mobile communication device

100‧‧‧Stock Management Interface System

110‧‧‧System Database

120‧‧‧Server

122‧‧‧Transfer diagnosis recommended chess set

122A‧‧‧Logic Module

122B‧‧‧ benchmark condition setting module

124‧‧‧Stock Unit Management Module

200‧‧‧Recommendation method

210~250‧‧‧Steps

300‧‧‧Recommendation method

310~370‧‧‧Steps

400‧‧‧Stock Unit Management Interface

412~418‧‧‧ Stocks held

422~428‧‧‧Recommended stock label

432~438‧‧‧ benchmark condition label

442~448‧‧‧ Stock trading information

500‧‧‧Recommended recommendation interface

510‧‧‧Name of the stock held

520‧‧‧Preset baseline conditions

530~534‧‧‧Stock Profit and Loss Information

540‧‧‧Logical conditions

550‧‧‧ stock pick list

560‧‧‧Candidate stock trading information

600‧‧‧Recommended recommendation interface

610‧‧‧Logical conditions

620‧‧‧Selection list

630‧‧‧Candidate stock transaction data

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

Figure 2 is a flow chart of a specific embodiment of the proposed method of creating a stock exchange.

Figure 3 is a flow chart of another specific embodiment of the proposed method for creating a stock exchange.

Figure 4A is a schematic diagram of a specific embodiment of the proposed stock exchange interface for issuing stocks of proposed stocks for the stocks held.

Figure 4B is a schematic diagram of another specific embodiment of the proposed stock exchange interface system for issuing a proposed share swap label for the stock held.

Figure 4C is a schematic diagram of another specific embodiment of the proposed stock exchange interface system for issuing a proposed stock swap label for the stock held.

Figure 5 is a schematic diagram of a specific embodiment of the conversion recommendation interface provided by Naitong, a creative stock management interface.

Figure 6 is a schematic diagram of another specific embodiment of the conversion recommendation interface provided by the creation stock management interface system.

Please refer to FIG. 1 , which is a system architecture diagram of a specific embodiment of the creative stock management interface system.

In the embodiment shown in FIG. 1, the stock management interface system 100 includes a system database 110 and a server 120 that allows the mobile communication device 10 to connect to the server. The system database 110 stores at least one stock and association of the user. Stock gains and losses information on the stocks held. In another embodiment, the system repository 110 further stores all stocks, stock news information associated with each stock, and transaction information for each stock. The server 120 includes a conversion stock recommendation module 122 and an inventory management module 124. The inventory management board 124 can access the system database 110 and provide a stock management interface to be displayed on the mobile communication device 10, wherein the stock management interface includes Transaction information of the shares held by the company and the shares held by the company. The conversion diagnosis recommendation module 122 further includes a logic module 122A and a reference condition setting module 122B, wherein the logic module 122A associates the stock selection list from all the stocks according to the logical condition, and the logical condition and the corresponding stock selection list Stored in the system repository 110, wherein the stock picking list may include one or more candidate stocks that meet the logical criteria. The reference condition setting module 122B provides a reference condition setting interface displayed on the mobile communication device 10, and the reference condition setting interface is available for the user to determine the preset reference condition. In a specific embodiment, the preset reference condition is repaired, and the recommended reference condition provided by the investment company or the related institution is used as a preset reference condition. However, the user can still modify or separately determine the preset reference condition through the reference condition setting interface provided by the reference condition setting module 122B. The stock conversion diagnosis recommendation module 122 in Fig. 1 immediately monitors the user's stock held, and when the stock held meets the preset reference condition, the stock exchange diagnosis recommendation module 122 matches the stock held in the stock stock management interface. A suggested conversion label is indicated, and a conversion recommendation interface is displayed on the mobile communication device 10 according to the user's click action on the proposed conversion label. In a specific embodiment, the stock exchange recommendation interface may include a stock pick list and Candidate stock trading information associated with the stock pick list. In another specific embodiment, the conversion recommendation interface may include a stock picking list, candidate stock trading information associated with the stock picking list, the name of the matched stock, the default benchmark condition, and one of the eligible stocks. Stock gains and losses information and logical conditions.

In a specific embodiment, the logical condition is a predetermined recommended logical condition of the logical chess set 122A, for example, a recommended logical condition that can be provided by the consulting company or the related institution, and each candidate stock in the stock picking list is in accordance with the recommended logic. Recommended candidate stock for the condition. The user can adjust the recommendation logic condition according to the requirement at any time to associate the corresponding adjusted recommended candidate stock. In another embodiment, the logical condition is a self-selecting logical condition determined by the user, and each candidate stock in the stock picking list is an optional candidate stock that meets the optional logical condition. The user can further adjust the optional logic condition according to the requirement to associate the corresponding adjusted candidate candidate stock at any time.

Please refer to FIG. 2, which shows a flow chart of a specific embodiment of the present invention. The conversion recommendation method 200 includes the following steps: First, step 210 is performed to provide an inventory stock management interface displayed on the mobile communication device, wherein the treasury stock management interface includes the transaction information of the held stock and the held stock. Pressing, step 220 is associated with the stock picking list from all stocks stored in the system repository based on the logical condition, wherein the stock picking list may include one or more candidate stocks that meet the logical condition. In a specific embodiment, the logical condition is a predefined recommended logical condition, such as a recommended logical condition that may be provided by a consulting company or a related institution, and each candidate stock in the stock picking list is a recommended candidate that meets the recommended logical condition. stock. In another embodiment, the logical condition is a self-selecting logical condition determined by the user, and each candidate stock in the stock picking list is an optional candidate stock that meets the optional logical condition.

After completing step 220, step 230 is performed to store the logical condition and the corresponding stock pick list in the system database. Then, step 240 is performed to monitor the stocks held, and when the stocks in the stocks meet the preset benchmark conditions, the proposed stocks in the treasury stock management interface correspondingly indicate the proposed stock swap label. In a specific embodiment, the preset reference condition is a preset reference condition provided by the investment company or the related institution, for example, the benchmark value of the stock holding stop or the percentage of profit or loss held by the company. Next, step 250 is performed to provide a conversion recommendation interface to the mobile communication device according to the click action of the proposed conversion label, wherein the conversion recommendation interface includes a stock selection list. In a specific embodiment, the conversion recommendation interface includes logic conditions, candidate stock transaction data associated with the stock pick list, preset benchmark conditions, the name of the stock held in accordance with the preset benchmark condition, and the holding of the predetermined benchmark condition The stock's stock profit and loss information, the user can decide whether to change the held stock to the candidate stock in the stock picking list according to at least the stock profit and loss information of the stocks that meet the preset benchmark conditions.

In one embodiment, steps 210-250 are performed by a particular server. It should be understood that the present invention is not limited to the use of a server to perform steps 210-250, and the visual requirements such as the cloud system, the computer system, the processor device, etc., perform steps 210-250, but are not limited thereto.

Please refer to FIG. 3, which shows a flow chart of another specific embodiment of the present recommendation conversion method. The conversion recommendation method 300 includes the following steps: First, step 310 is performed to provide an inventory stock management interface displayed on the mobile communication device, wherein the treasury stock management interface includes the transaction information of the held stock and the held stock, and the transaction information of the held stock may be, for example, Stocks of stocks held and/or stock ups and downs and/or stock ups and downs. Next, proceed to step 320 to associate a stock picking list from all stocks stored in the system database according to the logical condition, wherein the stock picking The manifest may contain one or more candidate stocks that meet the logical criteria. In a specific embodiment, the logical condition is a predefined recommended logical condition, such as a recommended logical condition that may be provided by a consulting company or a related institution, and each candidate stock in the stock picking list is a recommended candidate that meets the recommended logical condition. stock. In another embodiment, the logical condition is a self-selecting logical condition determined by the user, and each candidate stock in the stock picking list is an optional candidate stock that meets the optional logical condition.

After step 320 is completed, step 330 is performed to store the logical condition and the corresponding stock pick list in the system database. Then, step 340 is provided to provide a reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition, and the user can set the preset reference condition according to the requirement, for example, the user can set a specific stop loss to be suspended. The reference value is used as a preset reference condition. Then, step 350 is performed to monitor the stocks held, and when the stocks in the stocks meet the preset benchmark conditions, the proposed stocks in the treasury stock management interface correspondingly indicate the proposed stock swap label. Next, step 360 is performed to provide a conversion recommendation interface to the mobile communication device according to the click action of the proposed conversion label, wherein the conversion recommendation interface includes a stock selection list. In a specific embodiment, the conversion recommendation interface includes logic conditions, candidate stock transaction data associated with the stock pick list, preset benchmark conditions, the name of the stock held in accordance with the preset benchmark condition, and the holding of the predetermined benchmark condition The stock's stock profit and loss information, the user can decide whether to change the held stock to the candidate stock in the stock picking list according to at least the stock profit and loss information of the stocks that meet the preset benchmark conditions. After step 360 is completed, in order to provide more information for the user to evaluate whether to replace the held stock, step 370 is provided to provide a news display interface displayed on the mobile communication device, wherein the news display interface includes stock news information related to the held stock or candidate stock. At this point, the user can further decide whether to change the stock held by the stock news information of the stocks held and/or the stock news information of the candidate stocks. Any candidate stock in the stock list.

In one embodiment, steps 310-370 are performed by a particular server. It should be understood that the present invention is not limited to the use of a server to perform steps 310-370 and the visual requirements such as cloud system, computer system, processor device, etc., to perform steps 310-370, but not limited thereto.

Please refer to the 4A Park for a schematic diagram of a specific embodiment of the proposed stock management interface system for issuing a proposed conversion label for the stocks held. As shown in FIG. 4A, the treasury stock management interface 400 includes stocks 412-418 and corresponding stock trading data 442-448. When the stocks 412, 414 are in compliance with the preset benchmark conditions, the corresponding stocks 412, 414 in the treasury stock management interface 400 are marked with the suggested stock swap tags 422, 424 and can be further viewed by clicking on the proposed stock swap tab 422. The stock exchange recommendation interface of stock 412, or by clicking on the proposed stock swap label 424 to further view the stock exchange recommendation interface of stock 414.

Please refer to FIG. 4B for a schematic diagram of another specific embodiment of the proposed stock management interface system for issuing a proposed conversion label for the stock held. As shown in FIG. 4B, the treasury stock management interface 400 includes the stocks held 412~418 and the corresponding stock trading materials 442~448, wherein only the stocks held 412, 414 meet the preset benchmark conditions. As can be seen from Fig. 4B, in addition to the stocks 412, 414 that meet the preset benchmark conditions, the stocks 416, 424 that do not meet the preset benchmark conditions also have corresponding proposed stock swap labels. 426, 428. It is suggested that the conversion labels 422, 424 and the proposed conversion labels 426, 428 are labeled in different forms so that the user can clearly distinguish whether the stocks held meet the preset reference conditions. In this embodiment, the user can view the corresponding conversion recommendation interface of the held stocks 412~418 by clicking the suggested conversion stock labels 422~428 corresponding to the respective stocks 412~418, regardless of whether the preset reference conditions are met. Enter One step is to decide whether to change the stocks held 412~418 to other candidate stocks.

Please refer to FIG. 4C for a schematic diagram of another specific embodiment of the proposed stock management interface system for issuing a proposed conversion label for the stock held. As shown in FIG. 4C, the treasury stock management interface 400 includes the stock 410 held and the corresponding stock trading information 442-448. When the held stocks 412, 414 meet the preset benchmark conditions, the proposed stock swap labels 422, 424 are indicated in the stock stock management interface 400 corresponding to the held stocks 412, 414. In addition to the proposed conversion label, the treasury stock management interface 400 in Figure 4C still includes the baseline condition labels 432-438. The user can click the reference condition labels 432 to 438 to further set the preset reference conditions for each of the held stocks through the corresponding reference condition setting interface of the held stocks 412 to 418.

Please refer to FIG. 5, which shows a schematic diagram of a specific embodiment of the conversion recommendation interface provided by the creation stock management interface system. As shown in FIG. 5, the conversion recommendation interface 500 includes the name 510 of the stock held in accordance with the logical condition, the preset reference condition 520, the stock profit and loss information 530~534 of the held stock, the logic condition 540, the stock pick list 550, and the associated Candidate stock trading information for this stock pick list 560. In this particular embodiment, the logical condition 540 is a recommendation logic condition provided by the investment company, and each candidate stock in the stock pick list 550 is a recommended candidate stock that meets the recommended logical condition. When the user decides to change the stock held, the candidate stocks can be selected through the information provided by the stock exchange recommendation interface 500. Please also refer to FIG. 6 , which shows a schematic diagram of another specific embodiment of the conversion recommendation interface provided by the creation stock management interface system. As shown in FIG. 6, the conversion recommendation interface 600 includes a logic condition 610, a stock pick list 620, and candidate stock transaction data 630 associated with the stock pick list. In this embodiment, the logical condition 610 is a self-selected logical condition determined by the user, and each candidate stock in the stock picking list 620 is an optional candidate stock that meets the optional logical condition. When the user decides to change the stock held, he can use the information provided by the conversion recommendation interface 600. Pick the right candidate stock.

The foregoing is a specific embodiment of the present invention and the technical means employed, and many variations and modifications can be derived therefrom based on the disclosure or teachings herein, and can still be regarded as equivalent changes made by the inventive concept. The role of the spirit and the spirit of the text and the scope of the text should be considered within the technical scope of this creation.

In summary, according to the content disclosed above, this creation can achieve the new intended purpose, provide a stock management interface system, which is of great value in the industry, and proposes a new type of patent application according to law.

Claims (7)

A stock management interface system comprising: a system database for storing at least one stock held by a user; and a server for allowing a mobile communication device to connect to the person, comprising: an inventory stock management module, accessing The system database, and a treasury stock management interface is displayed on the mobile communication device, wherein the treasury stock management interface includes the transaction information of the held stock and the held stock; and a stock conversion diagnostic recommendation module, comprising: The logic module associates a stock picking list from all stocks according to a logic condition, and stores the logical condition and the corresponding stock picking list in the system database; and a reference condition setting module to provide a benchmark condition setting The interface is configured to set a predetermined reference condition; wherein the conversion diagnosis recommendation module monitors the held stock, and when the held stock meets the preset reference condition, the conversion diagnosis recommendation module is in the treasury stock management interface The proposed stock is marked with a proposed conversion label, and a share conversion is provided according to the one-click action of the proposed conversion label. Recommended interface displayed on the mobile communication device, wherein the interface includes shares held by the Convertible recommended the stock in line with a loss of information, the logical condition of the stock and its associated information to list shares of the stock transactions candidate list. The stock management interface system of claim 1, wherein the logical condition is an optional logical condition or a recommended logical condition. The stock management interface system of claim 1 or 2, wherein the stock picking list includes at least one candidate stock, the candidate stock meeting the logical condition. The stock management interface system according to claim 3, wherein the system database stores stock news information associated with the held stock and one of the candidate stocks. The stock management interface system of claim 1, wherein the system database stores stock profit and loss information associated with one of the stocks held. The stock management interface system of claim 1, wherein the reference condition setting module provides the reference condition setting interface to be displayed on the mobile communication device for the user to determine the preset reference condition. The stock management interface system of claim 1, wherein the conversion recommendation interface includes the name of the matched stock and the predetermined reference condition.