TWM586419U - Intelligent financial investment and decision analysis system - Google Patents

Intelligent financial investment and decision analysis system Download PDF

Info

Publication number
TWM586419U
TWM586419U TW108204193U TW108204193U TWM586419U TW M586419 U TWM586419 U TW M586419U TW 108204193 U TW108204193 U TW 108204193U TW 108204193 U TW108204193 U TW 108204193U TW M586419 U TWM586419 U TW M586419U
Authority
TW
Taiwan
Prior art keywords
module
decision analysis
decision
stock market
stock
Prior art date
Application number
TW108204193U
Other languages
Chinese (zh)
Inventor
林淑玲
林秀怡
李旻儒
Original Assignee
林淑玲
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by 林淑玲 filed Critical 林淑玲
Priority to TW108204193U priority Critical patent/TWM586419U/en
Publication of TWM586419U publication Critical patent/TWM586419U/en

Links

Landscapes

  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

本創作之智能理財投資決策分析系統係包括有:一行動裝置、一股市資料庫模組、一雲端伺服器以及一決策分析裝置構成網路連接,該決策分析裝置設有該中央處理器、該分析模組、該決策模組以及該投資策略進化模組,該決策分析裝置係與該股市資料庫模組及該雲端伺服器連接,用以下載所須資料及回傳資料至該分析模組、該決策模組以及該投資策略進化模組,而該中央處理器係分別於上述各該模組連接並接收其資料,由該中央處理器分析所接收之資料後,並傳送至該行動裝置顯示客觀或其專業知識的判斷決定投資的標的,做為投資人選股參考。The intelligent financial investment decision analysis system of this creation includes: a mobile device, a stock market database module, a cloud server, and a decision analysis device to form a network connection. The decision analysis device is provided with the central processor, the An analysis module, the decision module, and the investment strategy evolution module. The decision analysis device is connected to the stock market database module and the cloud server to download necessary data and return data to the analysis module. , The decision-making module and the investment strategy evolution module, and the central processing unit is connected to and receives the data of each of the modules, and the central processing unit analyzes the received data and sends it to the mobile device. The judgment showing objective or professional knowledge to determine the target of investment shall be used as a reference for investors to select stocks.

Description

智能理財投資決策分析系統Intelligent financial investment decision analysis system

本創作係有關於一種智能理財投資決策分析系統,尤其是關於一種可提供多功能性選股操作應用之智能理財投資決策分析系統。This creation is about an intelligent financial investment decision analysis system, especially an intelligent financial investment decision analysis system that can provide multifunctional stock selection operation applications.

在物價指數水漲船高的現代,許多人除了上班之外以賺取固定的月薪,往往會透過其他各種形式來賺取額外的薪水,藉以增加自己的收入,股票投資一直是一般大眾最愛的理財方式,若能於眾多股票資訊中迅速取得某一股票漲跌先機,即時且正確提供做為投資人買賣決策,然投資人透過各種消息或分析後決定投資其中的一間或多間公司,整體來說,依據各類型固定投資模型之選股系統雖然簡單易用,但普遍缺乏彈性,且無法快速反應出該股股票當時真實價格及不同營運背景之差異性,另外現今股市股票家數已達1,300多檔,且數量仍在持續上昇。In the modern era when the price index is rising, many people earn a fixed monthly salary in addition to work, often earning additional salaries through various other forms to increase their income. Stock investment has always been the favorite financial management method for the general public. If you can quickly obtain a stock's ups and downs in a lot of stock information, and provide it as an investor's buying and selling decision immediately and correctly, then the investor decides to invest in one or more of these companies through various news or analysis. It is said that although the stock selection system based on various types of fixed investment models is simple and easy to use, it generally lacks flexibility and cannot quickly reflect the difference between the real price of the stock at that time and different operating backgrounds. In addition, the number of stocks in the stock market has reached 1,300. Multiple gears, and the number continues to rise.

股票價格的變動通常是難以預料的但是偶爾呈現可預測的型態,如投資人自行研究分析股市,則需要收集相當多的資訊、浪費許多的寶貴時間,更缺乏各類產業專業知識,故並不適合一般平日工作生活繁忙之投資人,且其投資效益亦相當低。The changes in stock prices are usually unpredictable but occasionally show a predictable pattern. For example, if investors research and analyze the stock market by themselves, they need to collect considerable information, waste a lot of valuable time, and lack various industry expertise. It is not suitable for investors who usually work and live on a busy day, and its investment efficiency is also quite low.

有鑑於此,本創作即在提供一種智能理財投資決策分析系統,其能提供分析模組服務、決策模組服務、投資策略進化模組服務等具體項目服務功能,並可透過雲端彙集資料及股市資料庫模組並加以分析,而積極達到具即時性、便利性、效率性及精確性之選股操作應用者。 為達上揭目的,本創作之智能理財投資決策分析系統係包括有:一行動裝置、一股市資料庫模組、一雲端伺服器及一決策分析裝置,其中,該行動裝置,其中,該行動裝置其設有相互電性連接之一輸入單元及一顯示單元; 該股市資料庫模組,該股市資料庫模組可從股市公開資訊下載所須一股市公開資訊資料及回傳該股市公開資訊資料給該決策分析裝置 ,該股市資料庫模組與該網際網路模組電性連接; 該雲端伺服器,該雲端伺服器可下載所須一雲端伺服器資料及回傳該雲端伺服器資料給該決策分析裝置 ,該雲端伺服器係與該決策分析裝置電性連接;以及 該決策分析裝置,該決策分析裝置設有一中央處理器、一分析模組、一決策模組以及一投資策略進化模組,該中央處理器係分別於該分析模組、該決策模組、以及該投資策略進化模組電性連接,該決策分析裝置接收其該股市公開資訊資料或該雲端伺服器資料,由該中央處理器所接收之該股市公開資訊資料或該雲端伺服器資料後,並傳送該股市公開資訊資料或該雲端伺服器資料至一網際網路模組,該網際網路模組以無線傳送該股市公開資訊資料或該雲端伺服器資料至該行動裝置顯示,該決策分析裝置與該網際網路模組電性連接。In view of this, this creation is to provide an intelligent financial investment decision analysis system, which can provide analysis module services, decision module services, investment strategy evolution module services and other specific project service functions, and can gather data and the stock market through the cloud Database module and analysis, and actively reach stock selection operation users with real-time, convenience, efficiency and accuracy. In order to achieve the purpose of disclosure, the creative financial investment decision analysis system of this creation includes: a mobile device, a stock market database module, a cloud server, and a decision analysis device. Among them, the mobile device, among which the action The device is provided with an input unit and a display unit which are electrically connected to each other; the stock market database module, which can download a required stock market public information from the stock market public information and return the public stock market information Data to the decision analysis device, the stock market database module is electrically connected to the internet module; the cloud server, the cloud server can download the required cloud server data and return the cloud server data To the decision analysis device, the cloud server is electrically connected to the decision analysis device; and the decision analysis device, the decision analysis device is provided with a central processor, an analysis module, a decision module, and an investment strategy evolution Module, the central processing unit is electrically connected to the analysis module, the decision-making module, and the investment strategy evolution module, respectively. The policy analysis device receives the stock market public information data or the cloud server data, and the central processor receives the stock market public information data or the cloud server data, and transmits the stock market public information data or the cloud server The data is transmitted to an Internet module. The Internet module wirelessly transmits the stock market public information data or the cloud server data to the mobile device for display. The decision analysis device is electrically connected to the Internet module.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該行動裝置可以為智慧型手機及平板等具有無線通訊之電子設備。The intelligent financial investment decision analysis system according to the above technical features, wherein the mobile device may be an electronic device with wireless communication such as a smart phone and a tablet.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該分析模組自該股市資料庫模組擷取複數個公司的單位時間的營業相關資料,分析係計算個股於八項指標評分,並依權重設定計算個股綜合評分,並給予一動向總結;該八項指標為:財務、成長、技術、股息、評比、主力、法人以及獲利之資訊。The intelligent financial investment decision analysis system according to the above technical features, wherein the analysis module retrieves business-related data per unit time of a plurality of companies from the stock market database module. And calculate the comprehensive score of individual stocks based on the weight setting and give a summary of the trends; the eight indicators are: financial, growth, technology, dividends, evaluation, main force, legal person and profit information.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該決策模組內可儲存有複數漲跌案例資料,可包含有因重大訊息而造成之漲跌資訊。According to the above-mentioned technical characteristics of the intelligent financial investment decision analysis system, wherein the decision module can store a plurality of rise and fall case data, which can include rise and fall information caused by major information.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該投資策略進化模組 係選自為股票公司沿革與產業經濟背景、財報分析、一般的大盤行情、類股或個股的指數、成交量、成交值、資券數量、強弱指標(RSI)、隨機指標(KD)、移動平滑指標(MACD) 以及威廉指標(WMSR)技術指標料之股市評估所組成的群組中至少其中之一。The intelligent financial investment decision analysis system according to the above technical features, wherein the investment strategy evolution module is selected from the history of stock companies and industrial economic background, financial report analysis, general market prices, index or transaction of stocks or stocks At least one of the groups consisting of stock market assessments of volume, transaction value, number of bonds, strength indicator (RSI), stochastic indicator (KD), mobile smoothness indicator (MACD), and Williams indicator (WMSR) technical indicators.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該決策分析裝置進一步設有警示模組,該警示模組與該中央處理器電性連接。The intelligent financial investment decision analysis system according to the above technical features, wherein the decision analysis device is further provided with a warning module, and the warning module is electrically connected to the central processing unit.

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該股市資料庫模組 係選自為股市觀測站的資訊中「股價」、「成交量」、「平均價格」、「EPS每股稅後盈餘」、「P/E本益比分析」以及「營收成長率」的市場交易或財務資訊所組成的群組中至少其中之一。The intelligent financial investment decision analysis system according to the above technical characteristics, wherein the stock market database module is selected from the information of the stock market observation station, "stock price", "volume", "average price", "EPS per share" At least one of the groups consisting of after-tax earnings, market analysis or financial information of "P / E PE ratio analysis" and "revenue growth rate".

依據上述技術特徵所述之智能理財投資決策分析系統,其中,該股市資料庫模組係包含為一走勢圖、一成交明細、一籌碼分析、一個股健檢以及一技術分析。The intelligent financial investment decision analysis system according to the above technical features, wherein the stock market database module includes a trend chart, a transaction details, a chip analysis, a stock health check, and a technical analysis.

參考第1圖所示本創作之智能理財投資決策分析系統基本上包括有:一行動裝置10、一股市資料庫模組20、一雲端伺服器30以及一決策分析裝置40;其中該行動裝置10設有相互電性連接之輸入單元11及顯示單元12,可以為智慧型手機及平板等具有無線通訊之電子設備;該決策分析裝置40設置有一中央處理器401、一分析模組402、一決策模組403以及一投資策略進化模組404,該中央處理器401係分別於該分析模組402、該決策模組403、以及該投資策略進化模組404電性連接並接收其資料,由該中央處理器401所接收之資料後,並傳送該資料至一網際網路模組100,該網際網路模組100以無線傳送該股市公開資訊資料或該雲端伺服器資料至該行動裝置10顯示;以及該行動裝置10、該股市資料庫模組20、一雲端伺服器30以及該決策分析裝置40分別係以一網際網路模組100無線或電性連接。Referring to Figure 1, the creative financial investment decision analysis system of this creation basically includes: a mobile device 10, a stock market database module 20, a cloud server 30, and a decision analysis device 40. The mobile device 10 The input unit 11 and the display unit 12 which are electrically connected to each other can be electronic devices with wireless communication such as smart phones and tablets; the decision analysis device 40 is provided with a central processing unit 401, an analysis module 402, and a decision Module 403 and an investment strategy evolution module 404. The central processing unit 401 is electrically connected to the analysis module 402, the decision-making module 403, and the investment strategy evolution module 404 and receives its data. After the data received by the central processing unit 401, the data is transmitted to an Internet module 100, and the Internet module 100 wirelessly transmits the stock market public information data or the cloud server data to the mobile device 10 for display ; And the mobile device 10, the stock market database module 20, a cloud server 30, and the decision analysis device 40 are respectively wirelessly or electrically connected by an Internet module 100 .

整體使用時,可從該股市資料庫模組20及該雲端伺服器30下載所須一股市公開資訊資料或一雲端伺服器資料及回傳該股市公開資訊資料或該雲端伺服器資料給該決策分析裝置40之該分析模組402、該決策模組403以及該投資策略進化模組404,其中,該分析模組402自股市資料庫模組20擷取複數個公司的單位時間的營業相關資料,分析係計算個股於八項指標評分,並依權重設定計算個股綜合評分,並給予一動向總結;該八項指標為:財務、成長、技術、股息、評比、主力、法人以及獲利之資訊;該決策模組403內可儲存有複數漲跌案例資料,可包含有因重大訊息而造成之漲跌資訊;該投資策略進化模組404係選自為股票公司沿革與產業經濟背景、財報分析、一般的大盤行情、類股或個股的指數、成交量、成交值、資券數量、強弱指標(RSI)、隨機指標(KD)、移動平滑指標(MACD)以及威廉指標(WMSR)技術指標料之股市評估所組成的群組中至少其中之一,使用者可隨時登入此系統觀看股市動向。For overall use, the required stock market public information data or a cloud server data can be downloaded from the stock market database module 20 and the cloud server 30, and the public stock information data or the cloud server data can be returned to the decision The analysis module 402, the decision module 403, and the investment strategy evolution module 404 of the analysis device 40, wherein the analysis module 402 retrieves business-related data per unit time of a plurality of companies from the stock market database module 20. The analysis is based on the calculation of individual stocks 'scores on eight indicators, and the calculation of individual stocks' comprehensive scores based on weight settings, and gives a summary of trends; the eight indicators are: financial, growth, technology, dividends, appraisal, main force, legal person and profit information ; The decision-making module 403 can store data on multiple ups and downs cases, which can include ups and downs information caused by major information; the investment strategy evolution module 404 is selected from the history of stock companies and the industrial economic background, financial report analysis , General market prices, index of stocks or stocks, trading volume, trading value, number of bonds, strength index (RSI), stochastic indicator (KD), smooth movement Groups Standard (MACD) and William indicators (WMSR) stock assessment of the technical indicators of material consisting of at least one of them, users can log in to this system to watch the stock market movements at any time.

藉由上述各資料傳送至該中央處理器401 ,由該中央處理器401分析所接收之上述各資料後並傳送至該網際網路模組100,且該網際網路模組100傳送上述各資料至該行動裝置10之該顯示單元12顯示,以提供選股分析與個股推荐,做為投資人選股的參考,可隨時進行股票買賣,亦可接收交易訊息,另外,該決策分析裝置40進一步設有一警示模組405,請同時參閱第2圖所示,該警示模組405係透過該決策分析裝置40與該行動裝置10電性連接,可在投資人進行買賣時提出警示,以預防投資人因衝動而隨意進行交易買賣。The above-mentioned data is transmitted to the central processing unit 401. The central processing unit 401 analyzes and receives the above-mentioned data and transmits it to the Internet module 100, and the Internet module 100 transmits the above-mentioned data Displayed on the display unit 12 of the mobile device 10 to provide stock selection analysis and individual stock recommendations as a reference for investors to select stocks, can buy and sell stocks at any time, and can also receive transaction information. In addition, the decision analysis device 40 further A warning module 405 is provided. Please refer to FIG. 2 at the same time. The warning module 405 is electrically connected to the mobile device 10 through the decision analysis device 40, and can provide a warning when an investor makes a purchase to prevent investment. People buy and sell at will due to impulse.

綜合上述所述,該行動裝置10依據所下載的玉山金融商品報價資訊產生綜合詳細資訊視圖,所謂的“綜合詳細資訊視圖”係提供走勢圖、成交明細、籌碼分析、個股健檢、技數分析…等等詳細資訊或是以上的多項任意組合,以讓使用者在同一個視圖中查詢同一個金融商品的多項詳細資訊。In summary, the mobile device 10 generates a comprehensive detailed information view based on the downloaded Yushan financial commodity quote information. The so-called "comprehensive detailed information view" provides trend charts, transaction details, chip analysis, individual health check, and technical analysis. … And more details or any combination of the above, so that users can query multiple details of the same financial product in the same view.

請同時參閱第3圖所示,其提供一金融商品(例如2884玉山金)之走勢圖50與個股報價資訊,一般來說,使用者僅查看金融商品之走勢圖50即可瞭解金融商品當日之價位變化,例如開盤價、收盤價、最高價以及最低價,即使沒有或未注意走勢圖50的X軸(時間軸)與Y軸(價位軸)刻度標記,仍可大概瞭解價位之變化。Please also refer to Figure 3, which provides a chart 50 of financial products (such as 2884 Yushan Gold) and quotation information of individual stocks. Generally, users only need to view the chart 50 of financial products to understand the current day of financial products. Price changes, such as the opening price, closing price, high price, and low price. Even if you do not or do not pay attention to the X-axis (time axis) and Y-axis (price axis) tick marks on Chart 50, you can still understand the price changes.

請同時參閱第4圖所示,其說明了成交明細示意圖提供一金融商品(例如2884玉山金)之成交明細60買進、賣出、成交量、漲跌及單量(張)資訊,使用者僅查看金融商品之成交明細60即可瞭解金融商品當日之成交變化。Please also refer to Figure 4, which illustrates that the transaction details diagram provides a transaction details of a financial commodity (such as 2884 Yushan Gold) 60 purchase, sale, transaction volume, price changes and unit (sheet) information. Users Just look at the transaction details of financial commodities 60 to understand the changes in financial commodity transactions on that day.

請同時參閱第5圖所示,其說明了個股當日進出示意圖提供一金融商品(例如2884玉山金)之成買超卷商前14家及賣超卷商前14家資訊,使用者看金融商品之籌碼分析70,即可瞭解金融商品當日到底誰在買賣,而當我們掌握大戶、小戶、贏家、輸家以及主力的動向, 投資獲利的可能性才會提高。Please refer to Figure 5 at the same time, which shows the diagram of the day in and out of individual stocks. Provides a financial commodity (such as 2884 Yushan Gold) to buy the top 14 super coilers and sell the top 14 information. Users look at financial commodities. The analysis of the chips 70, we can understand who is buying and selling financial products on the day, and when we grasp the movements of large households, small households, winners, losers and the main force, the probability of investment profit will increase.

請同時參閱第6圖所示,其說明了個股當日個股健檢示意圖提供一金融商品(例如2884玉山金) 基本面、籌碼面以及技術面之資訊進行分析個股健檢80甚至預測,以期獲得對自身投資行為的有利結果。Please also refer to Figure 6, which illustrates the individual stock health check diagram on the day of the stock. It provides a financial commodity (such as 2884 Yushan Gold) with basic, chip, and technical information to analyze the stock health check 80 and even predictions, in order to obtain Favorable results of own investment behavior.

請同時參閱第7圖所示,其說明了個股當日個股健檢示意圖提供一金融商品(例如2884玉山金) 技術分析之資訊,使用者能藉由觀看股市之一技術分析90並係能夠為固定點數停損、今日高低點停損、近期K棒高低點移動停損、今日開盤價停損、最高/低點固定點數拉回移動停利、最高/低點百分比拉回移動停利、近期K棒高低點移動停利、獲利後拉回保本出場、均線移動停利、轉折高低移動 停利、大K棒移動停利、大成交量移動停利、固定點數獲利出場、長K棒獲利出場以及乖離過大拉回出場。Please also refer to Figure 7, which illustrates the individual stock health check diagram on the day of the stock to provide technical analysis information of a financial commodity (such as 2884 Yushan Gold). Users can view one of the stock market technical analysis 90 and it can be fixed. Point stop loss, today's high and low point stop loss, recent K stick high and low point mobile stop loss, today's opening price stop loss, high / low point fixed points pull back mobile stop, high / low percentage percentage pull back mobile stop, Recently, K stick high and low point mobile stop-loss, pull back to protect the market after profit, moving average, stop moving, turn high and low mobile stop, big K stick stop, large volume mobile stop, fixed point profit exit, long K sticks out for profit and pulls back too much.

請同時參閱第8圖所示,該股市資料庫模組20係包含為該走勢圖50、該成交明細60、該籌碼分析70、該個股健檢80以及該技術分析90,使用者可以藉由分析股市資料庫模組20所提供之該走勢圖50、該成交明細60、該籌碼分析70、該個股健檢80以及該技術分析90用以判斷是否買賣有興趣之股票。Please refer to FIG. 8 at the same time. The stock market database module 20 includes the chart 50, the transaction details 60, the chip analysis 70, the stock health check 80, and the technical analysis 90. The user can use Analyze the trend chart 50, the transaction details 60, the chip analysis 70, the stock health check 80, and the technical analysis 90 provided by the stock market database module 20 to determine whether to buy or sell interested stocks.

具體而言,本創作之智能理財投資決策分析系統之主要功效在於:藉由雲端技術彙集資料及股市資料庫模組並透過決策分析裝置分析,更可進一步加入投資人個人之選股條件,進而加權分析出符合自己設定條件之個股,做為投資人選股的參考,並透過與證劵商交易主機之無線連接,可隨時進行股票買賣。Specifically, the main effect of the intelligent financial investment decision analysis system created by this creation is: by using cloud technology to gather data and stock market database modules and analyze through decision analysis devices, it can further add individual investor stock selection conditions, and further The stocks that meet the conditions set by themselves are weighted and analyzed as a reference for investors to choose stocks. Through wireless connection with the trading host of securities dealers, stock trading can be performed at any time.

綜觀上述,可見本創作在突破先前之技術下,確實已達到所欲增進之功效,且也非熟悉該項技藝者所易於思及,再者,本創作申請前未曾公開,且其所具之進步性、實用性,顯已符合專利之申請要件,爰依法提出專利申請,懇請 貴局核准本件新型專利申請案,以勵創作,至感德便。Based on the above, it can be seen that the breakthrough of the previous technology has indeed achieved the desired effect, and it is not easy for those skilled in the art to think about it. Furthermore, this creative application has not been disclosed before, and its features Progressiveness and practicability show that it has met the requirements for patent application, and submitted a patent application in accordance with the law. We kindly ask your office to approve this new patent application to encourage creativity and achieve a sense of virtue.

以上所述之實施例僅係為說明本創作之技術思想及特點,其目的在使熟習此項技藝之人士能夠瞭解本創作之內容並據以實施,當不能以之限定本創作之專利範圍,即大凡依本創作所揭示之精神所作之均等變化或修飾,仍應涵蓋在本創作之專利範圍內。The above-mentioned embodiments are only for explaining the technical ideas and characteristics of this creation. The purpose is to enable those who are familiar with this technique to understand the content of this creation and implement it accordingly. When the scope of the patent of this creation cannot be limited, That is, all equal changes or modifications made in accordance with the spirit revealed in this creation should still be covered by the patent of this creation.

10‧‧‧行動裝置10‧‧‧ mobile device

11‧‧‧輸入單元11‧‧‧ input unit

12‧‧‧顯示單元12‧‧‧display unit

20‧‧‧股市資料庫模組20‧‧‧Stock Market Database Module

30‧‧‧雲端伺服器30‧‧‧ Cloud Server

40‧‧‧決策分析裝置40‧‧‧ Decision Analysis Device

401‧‧‧中央處理器401‧‧‧Central Processing Unit

402‧‧‧分析模組402‧‧‧Analysis Module

403‧‧‧決策模組403‧‧‧ Decision Module

404‧‧‧投資策略進化模組404‧‧‧Investment Strategy Evolution Module

405‧‧‧警示模組405‧‧‧Warning module

50‧‧‧走勢圖50‧‧‧ trend chart

60‧‧‧成交明細60‧‧‧Transaction Details

70‧‧‧籌碼分析70‧‧‧Chip Analysis

80‧‧‧個股健檢80‧‧‧ stock health check

90‧‧‧技術分析90‧‧‧ Technical Analysis

100‧‧‧網際網路模組100‧‧‧Internet Module

第1圖係為本創作智能理財投資決策分析系統較佳實施例之方塊示意圖。 第2圖係為本創作智能理財投資決策分析系統另一實施例之方塊示意圖。 第3圖係為本創作智能理財投資決策分析系統走勢圖示意圖。 第4圖係為本創作智能理財投資決策分析系統成交明細示意圖。 第5圖係為本創作智能理財投資決策分析系統籌碼分析示意圖。 第6圖係為本創作智能理財投資決策分析系統個股健檢示意圖。 第7圖係為本創作智能理財投資決策分析系統技術分析示意圖。 第8圖係為本創作智能理財投資決策分析系統技術分析示意圖。FIG. 1 is a block diagram of a preferred embodiment of the intelligent financial investment decision analysis system. FIG. 2 is a block diagram of another embodiment of the intelligent financial investment decision analysis system. Figure 3 is a diagram of the trend chart of the intelligent financial investment decision analysis system. Figure 4 is a detailed diagram of the transaction details of the intelligent financial investment decision analysis system. Figure 5 is a schematic diagram of the chip analysis of the intelligent financial investment decision analysis system. Figure 6 is a schematic diagram of the individual health check of the intelligent financial investment decision analysis system. Figure 7 is the technical analysis diagram of the intelligent financial investment decision analysis system. Figure 8 is the technical analysis diagram of the intelligent financial investment decision analysis system.

Claims (8)

一種智能理財投資決策分析系統,係包括: 一行動裝置(10)、一股市資料庫模組(20)、一雲端伺服器(30)及一決策分析裝置(40),其中,該行動裝置(10)其設有相互電性連接之一輸入單元(11)及一顯示單元(12); 該股市資料庫模組(20),該股市資料庫模組(20)可從股市公開資訊下載所須一股市公開資訊資料及回傳該股市公開資訊資料給該決策分析裝置(40) ,該股市資料庫模組(20)與一網際網路模組(100)電性連接; 該雲端伺服器(30),該雲端伺服器(30)可下載所須一雲端伺服器資料及回傳該雲端伺服器資料給該決策分析裝置(40) ,該雲端伺服器(30)係與該決策分析裝置(40)電性連接;以及 該決策分析裝置(40),該決策分析裝置(40)設有一中央處理器(401)、一分析模組(402)、一決策模組(403)以及一投資策略進化模組(404),該中央處理器(401)係分別於該分析模組(402)、該決策模組(403)、以及該投資策略進化模組(404)電性連接,該決策分析裝置(40)接收其該股市公開資訊資料或該雲端伺服器資料,由該中央處理器(401)所接收之該股市公開資訊資料或該雲端伺服器資料後,並傳送該股市公開資訊資料或該雲端伺服器資料至該網際網路模組(100),該網際網路模組(100)以無線傳送該股市公開資訊資料或該雲端伺服器資料至該行動裝置(10)顯示,該決策分析裝置(40)與該網際網路模組(100)電性連接。A smart financial investment decision analysis system includes: a mobile device (10), a stock market database module (20), a cloud server (30), and a decision analysis device (40). The mobile device ( 10) It is provided with an input unit (11) and a display unit (12) electrically connected to each other; the stock market database module (20), the stock market database module (20) can be downloaded from the stock market public information download A stock market public information material must be transmitted back to the decision analysis device (40), the stock market database module (20) is electrically connected to an internet module (100); the cloud server (30), the cloud server (30) can download the required cloud server data and return the cloud server data to the decision analysis device (40), and the cloud server (30) is connected with the decision analysis device (40) electrical connection; and the decision analysis device (40), the decision analysis device (40) is provided with a central processing unit (401), an analysis module (402), a decision module (403), and an investment Strategy evolution module (404), the central processing unit (401) is separately from the analysis module (402), the decision module (4) 03), and the investment strategy evolution module (404) is electrically connected, the decision analysis device (40) receives the stock market public information data or the cloud server data, and the central processor (401) receives the After the stock market public information data or the cloud server data is released, the stock market public information data or the cloud server data is transmitted to the Internet module (100), and the Internet module (100) transmits the stock market wirelessly The public information data or the cloud server data is displayed to the mobile device (10), and the decision analysis device (40) is electrically connected to the Internet module (100). 如申請專利範圍第1項所述之智能理財投資決策分析系統,其中,該行動裝置(10)可以為智慧型手機及平板等具有無線通訊之電子設備。According to the intelligent financial investment decision analysis system described in item 1 of the scope of patent application, the mobile device (10) may be an electronic device with wireless communication such as a smart phone and a tablet. 如申請專利範圍第2項所述之智能理財投資決策分析系統,其中,該分析模組(402)自該股市資料庫模組(20)擷取複數個公司的單位時間的營業相關資料,分析係計算個股於八項指標評分,並依權重設定計算個股綜合評分,並給予一動向總結;該八項指標為:財務、成長、技術、股息、評比、主力、法人以及獲利之資訊。The intelligent financial investment decision analysis system according to item 2 of the scope of patent application, wherein the analysis module (402) retrieves business-related data per unit time of a plurality of companies from the stock market database module (20) and analyzes It calculates the scores of individual stocks on eight indicators, and calculates the comprehensive scores of individual stocks based on weight settings, and gives a summary of the trends; the eight indicators are: financial, growth, technology, dividends, evaluation, main force, legal person and profit information. 如申請專利範圍第3項所述之智能理財投資決策分析系統,其中,該決策模組(403)內可儲存有複數漲跌案例資料,可包含有因重大訊息而造成之漲跌資訊。For example, the intelligent financial investment decision analysis system described in item 3 of the scope of patent application, wherein the decision module (403) can store data of multiple rise and fall cases, which can include rise and fall information caused by major information. 如申請專利範圍第4項所述之智能理財投資決策分析系統,其中,該投資策略進化模組(404) 係選自為股票公司沿革與產業經濟背景、財報分析、一般的大盤行情、類股或個股的指數、成交量、成交值、資券數量、強弱指標(RSI)、隨機指標(KD)、移動平滑指標(MACD) 以及威廉指標(WMSR)技術指標料之股市評估所組成的群組中至少其中之一。The intelligent financial investment decision analysis system described in item 4 of the scope of patent application, wherein the investment strategy evolution module (404) is selected from the history of stock companies and industrial economic background, financial report analysis, general market performance, stocks Or stock index based on stock index, trading volume, trading value, number of bonds, RSI, KD, MACD, and WMSR technical indicators At least one of them. 如申請專利範圍第5項所述之智能理財投資決策分析系統,其中,該決策分析裝置(40)進一步設有一警示模組(405),該警示模組(405)與該中央處理器(401)電性連接。The intelligent financial investment decision analysis system according to item 5 of the scope of patent application, wherein the decision analysis device (40) is further provided with a warning module (405), the warning module (405) and the central processing unit (401) ) Electrical connection. 如申請專利範圍第6項所述之智能理財投資決策分析系統,其中,該股市資料庫模組(20) 係選自為股市觀測站的資訊中「股價」、「成交量」、「平均價格」、「EPS每股稅後盈餘」、「P/E本益比分析」以及「營收成長率」的市場交易或財務資訊所組成的群組中至少其中之一。The intelligent financial investment decision analysis system described in item 6 of the scope of patent application, wherein the stock market database module (20) is selected from the "stock price", "volume", and "average price" in the information of the stock market observation station. "," EPS after-tax earnings per share "," P / E PE ratio "and" revenue growth rate "market transaction or financial information at least one of the groups. 如申請專利範圍第7項所述之智能理財投資決策分析系統,其中,該股市資料庫模組(20)係包含為一走勢圖(50)、一成交明細(60)、一籌碼分析(70)、一個股健檢(80)以及一技術分析(90)。The intelligent financial investment decision analysis system described in item 7 of the scope of patent application, wherein the stock market database module (20) includes a trend chart (50), a transaction details (60), and a chip analysis (70 ), A stock health check (80), and a technical analysis (90).
TW108204193U 2019-04-03 2019-04-03 Intelligent financial investment and decision analysis system TWM586419U (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
TW108204193U TWM586419U (en) 2019-04-03 2019-04-03 Intelligent financial investment and decision analysis system

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
TW108204193U TWM586419U (en) 2019-04-03 2019-04-03 Intelligent financial investment and decision analysis system

Publications (1)

Publication Number Publication Date
TWM586419U true TWM586419U (en) 2019-11-11

Family

ID=69189974

Family Applications (1)

Application Number Title Priority Date Filing Date
TW108204193U TWM586419U (en) 2019-04-03 2019-04-03 Intelligent financial investment and decision analysis system

Country Status (1)

Country Link
TW (1) TWM586419U (en)

Cited By (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI744758B (en) * 2019-12-27 2021-11-01 致理學校財團法人致理科技大學 Investment timing evaluation system
TWI747421B (en) * 2020-08-05 2021-11-21 元大證券投資信託股份有限公司 Investment portfolio selection system
TWI772844B (en) * 2020-07-17 2022-08-01 保富國際股份有限公司 Financial management teaching evaluation system
TWI786541B (en) * 2021-02-08 2022-12-11 三竹資訊股份有限公司 Device and method of diagnosing a stock based on 3 dimensions bull-bear judged information
TWI817044B (en) * 2020-09-26 2023-10-01 三竹資訊股份有限公司 Device and method of analyzing picking a stock based on stock trading data of a brokerage-firm branch

Cited By (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI744758B (en) * 2019-12-27 2021-11-01 致理學校財團法人致理科技大學 Investment timing evaluation system
TWI772844B (en) * 2020-07-17 2022-08-01 保富國際股份有限公司 Financial management teaching evaluation system
TWI747421B (en) * 2020-08-05 2021-11-21 元大證券投資信託股份有限公司 Investment portfolio selection system
TWI817044B (en) * 2020-09-26 2023-10-01 三竹資訊股份有限公司 Device and method of analyzing picking a stock based on stock trading data of a brokerage-firm branch
TWI786541B (en) * 2021-02-08 2022-12-11 三竹資訊股份有限公司 Device and method of diagnosing a stock based on 3 dimensions bull-bear judged information

Similar Documents

Publication Publication Date Title
TWM586419U (en) Intelligent financial investment and decision analysis system
JP5372743B2 (en) Investment information consolidation, sharing, and analysis
TW561370B (en) Real-time interactive investing on event outcomes
US8352346B2 (en) Systems and methods for providing investment performance data to investors
TWI626614B (en) Financial commodity automation investment analysis decision system and method
CN109784779B (en) Financial risk prediction method, device and storage medium
US20010042037A1 (en) Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds
US20100005035A1 (en) Systems and Methods for a Cross-Linked Investment Trading Platform
US20090240574A1 (en) Systems and Methods for Ranking Investors and Rating Investment Positions
US20100280976A1 (en) Systems and methods for recommending investment positions to investors
Yu et al. The stock market valuation of intellectual capital in the IT industry
US20090265283A1 (en) Systems and Methods for Ranking Investors and Rating Investment Positions
KR20220042510A (en) Method and device for providing stock recommendation service
KR102092461B1 (en) Method for providing investment success rate
Houlihan et al. Leveraging a call-put ratio as a trading signal
Wang et al. Economic benefits of technical analysis in portfolio management: Evidence from global stock markets
CN114943582A (en) Information recommendation method and system and recommendation server
US20090254386A1 (en) Innovation market
Liu et al. An Empirical Study on Herd Behavior in Cryptocurrency Trading
AU2001257079B2 (en) Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds
TW202022766A (en) Intelligent investment assistance system and method thereof
AU2001257079A1 (en) Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds
CN103827910A (en) Method for displaying current disparate ratio for enterprise value using difference between market value for enterprise and basic analysis
WO2014196992A1 (en) Common order queue for multiple trading platforms
TWI781339B (en) Automatic method of financial commodity trading based on market trends in an adjustable time interval