TWM614307U - Multi-layer comparison representation system for financial products - Google Patents

Abstract

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

Description

Graphical representation system of financial products using multi-level comparison

This creation is about a financial commodity computer system, especially a graphical representation system of financial commodities that uses multi-level comparison.

With the advancement of computer software and the Internet and the improvement of financial regulations, many financial institutions have launched their own online ordering software for financial products, allowing investors to place financial products through the online ordering software for financial products. , For example, real-time trading of stocks in the stock market. Different software has also designed different display methods so that investors can observe the market of multiple stocks at the same time, but there is still room for improvement.

Patent Document 1 (TWI647644B) discloses a trading system and method for graphically establishing and executing an order strategy. However, if you read the specification and drawings of Patent Document 1 carefully, you can find that Patent Document 1 only discloses that the technical analysis charts can be stacked or displayed on the terminal device A3, as shown in "Figure 13", but the patent document 1 refers to stacking Or overlap means "up and down side by side". Patent Document 1 does not disclose that the windows can be switched to overlap each other in a direction perpendicular to the display surface (that is, the direction in which the user faces the display). Therefore, the user still has to compare multiple charts with the naked eye.

Patent document 2 (TW201108087A) discloses a graphical interface and display management system for displaying stock market information. However, if you read the description and drawings of Patent Document 2 carefully, you can find that Patent Document 2 only discloses that a plurality of information windows 12 are arranged side by side, and does not disclose that the windows can be switched to overlap each other in a direction perpendicular to the display surface (that is, the user faces The direction of the display), therefore, the user still has to compare multiple charts with the naked eye.

Patent Document 1: TWI647644B.

Patent document 2: TW201108087A.

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

In view of this, according to a viewpoint of this creation, a graphical representation system of financial commodities using multi-level comparison is proposed. The system is implemented in a terminal device. The terminal device includes a processor, a memory connected to the processor, and an operation. Device, and a display. The processor is configured to execute a financial product trend computer program. The financial product trend computer program is used to observe multiple individual indicators of multiple financial products and/or a number derived from the individual indicators of the financial products. A comprehensive indicator; the display is configured to display a main window according to the financial commodity trend computer program executed by the processor, and in the main window, there are multiple sub-windows, and these sub-windows respectively display the individual indicators or the These comprehensive indicators; among them, the sub-windows are set to allow partial or complete overlap with each other.

The following will cooperate with the drawings and explain in detail to make the other purposes, advantages, and novel features of this creation more obvious.

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

11: processor

12: Memory

13: Manipulator

14: display

140: main window

141, 142, 143: sub-window

141T, 142T: transparency

15: Transceiver

DX: Pan

FQ, KQ: comprehensive indicators

P1, P2: financial products

PQ1, PQ2: individual indicators

M1, M2: mark

MR: Correlation

X1, X2: horizontal axis

Y1, Y2: vertical axis

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

Figure 2 shows a schematic diagram of multiple individual indicators of multiple financial commodities and multiple derived comprehensive indicators according to an embodiment of the present creation, where multiple sub-windows are switched from touching side-by-side display to completely overlapping display, and their respective transparency Has also changed.

3A, 3B, and 3C show the arrangement of multiple sub-windows in multiple embodiments of the present creation.

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

Figures 5, 6, and 7 respectively show the main screen and three sub-screens of the actual display of the three embodiments of this creation, where Figure 6 is the color image of Figure 5, and Figure 7 is also the color image .

Different embodiments of this creation are provided below. These embodiments are used to illustrate the technical content of this creation, not to limit the scope of rights of this creation. A feature of one embodiment can be applied to other embodiments through suitable modification, substitution, combination, and separation.

It should be noted that, in this text, unless otherwise specified, the provision of "a" element is not limited to the provision of a single element, but one or more of the elements may be provided.

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

In this article, unless otherwise specified, the so-called feature A "or" (or) or "and/or" (and/or) feature B refers to the presence of nails alone, B alone, or both A and B ; The so-called feature A "and" (and) or "and" (and) or "and" (and) feature B is that the nail and B exist at the same time; the so-called "include", "include", "have", " "Contains" means including but not limited to this.

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

In addition, in this text, unless otherwise specified, the so-called "suitable" or "suitable" for an element of another element means that the other element is not part of the subject matter of the application, but is exemplary or reference Sexually helps to imagine the nature or application of the element; for the same reason, in this article, unless otherwise specified, a so-called element is "suitable" or "suitable" for a configuration or an action. It is a feature of the component, and does not mean that the configuration has been set or the action has been executed.

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

In addition, in this article, unless otherwise specified, a value may cover a range of ±10% of the value, especially a range of ±5% of the value. Unless otherwise specified, a numerical range is composed of multiple sub-ranges defined by the smaller endpoint number, the smaller quartile, the median, the larger quartile, and the larger endpoint number. .

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

The graphical representation system 1 of financial products using multi-level comparison in this creation is implemented in a terminal device. The terminal device is, for example, a personal computer, a notebook computer, a tablet computer, a smart phone, a wearable device, or a life information station (kiosk), but it is not limited thereto. The terminal device includes a processor 11 and a memory 12 connected to the processor 11, an operator 13, and a display 14. Generally, the terminal device further includes a transceiver 15 connected to the processor 11. The transceiver 15 can be connected to the Internet in a wired or wireless manner.

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

Figure 2 shows a schematic diagram of multiple individual indicators PQ1, PQ2 of multiple financial commodities P1, P2 and multiple derived comprehensive indicators KQ, FQ of an embodiment of the present creation, wherein multiple sub-windows 141, 142 are self-contacting The side-by-side display is switched to a full overlap display, and the transparency of each is also changed. Figure 2 only shows two sub-windows 141 and 142. Of course, more sub-windows can be displayed overlappingly, and set the layer order, for example, upper, middle, lower, etc., to realize the graphical representation of "multi-level comparison of financial products" ". In the context of this creation, overlap refers to overlap in the direction perpendicular to the display surface (that is, the direction in which the user faces the display).

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

The types of the individual indicators PQ1 and PQ2 include spot, stocks, futures, or options, and the comprehensive indicators KQ and FQ include large-cap index or futures index. Under special circumstances, the type of the first individual indicator of the individual indicators PQ1 and PQ2 can be set to be different from the type of the second individual indicator. For example, the type of the first individual indicator is a stock, and the type of the second individual indicator It is a futures to observe the correlation between the two, such as the difference value, the added value, the expected value, the average, the covariance, the variance, and the standard deviation.

In this creation, the content displayed in these sub-windows 141 and 142 is mainly the trend chart of financial products, for example: graphic analysis, including: K line (Japanese line), bar line (U.S. line), high-low line, closing line , Price, volume, or price and technical indicators; or price indicators, including: Moving Average (MA), Exponential Smoothing Moving Average (MACD), Relative Strength Index (RSI), Stochastic Index (KD), or Deviation Rate (BIAS); or quantitative indicators, including: trading volume or energy surge (OBV).

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

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

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

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

The change of transparency is automatically adjusted by the financial commodity trend computer program 30 or adjusted by the user through the operating device 13. In the case of automatic adjustment, for example, when the first sub-window 141 overlaps the second sub-window 142, the program 30 automatically sets the first transparency 141T of the first sub-window 141 to 50% translucency, and sets the second sub-window 141 to 50% translucency. The second transparency 142T of the sub-window 142 is also set to a degree of translucency of 50%. Or, definition: the sub-window moved by dragging is the upper sub-window, and the sub-window that stays in place is the lower sub-window, and when the upper sub-window overlaps the lower sub-window, the transparency of the upper sub-window is set to 25%, and the lower sub-window The transparency of the window is set to 75%; the reverse is also possible. The transparency of the sub-window that is being dragged and moved is preferably greater than the transparency of the sub-window that is not moving, so as to facilitate the user to align or displace.

In some cases, if the sub-windows 141 and 142 are set to the same transparency, the multiple trend graphs displayed by them may be difficult to read and easy to confuse. Therefore, the financial commodity trend computer program 30 can be configured to limit the One transparency 141T is different from the second transparency 142T, for example, the difference between the two is 25% to 50%. Therefore, in the upper diagram of FIG. 2, the transparency 141T, 142T of the sub-windows 141, 142 displayed side by side is 0%, that is, opaque, and in the lower diagram of FIG. 2, the sub-windows The transparency 141T and 142T of 141 and 142 are changed to 50%, that is, semi-transparent. Then the trend chart of indicator PQ1 and the trend chart of indicator PQ2 can be overlapped for observation, and it is even suitable for viewing through the marks described below. Perform measurements and calculations.

3A, 3B, and 3C show the arrangement of multiple sub-windows 141 and 142 in multiple embodiments of the present creation.

According to this creation, the arrangement of the first sub-window 141 and the second sub-window 142 can present the following: (a) Default condition: display side by side with each other, in which the first sub-window 141 and the second sub-window 142 do not have any Overlapping area. Side by side includes contact side by side, as shown in the upper side view of FIG. 2, or separated side by side, as shown in FIG. 3A. In the contact side by side, one side of the two sub-windows are in contact with each other. In the separation and side-by-side, the two sub-windows do not touch each other, and the two sub-windows can be separated by a gap and can be misaligned with each other; or (b) Overlapping condition: completely overlapping each other, as shown in the bottom view of Figure 2 and Figure 3B As shown, the first area 141A of the first sub-window 141 is equal to the second area 142A of the second sub-window 142, and the first boundary 141B of the first sub-window 141 coincides with the second boundary 142B of the second sub-window 142; or (c) Free condition: display partially overlapping each other, as shown in FIG. 3C, where the first area 141A of the first sub-window 141 is not equal to the second area 142A of the second sub-window 142 or the first sub-window 141 The boundary 141B does not coincide with the second boundary 142B of the second sub-window 142. The user can freely change The two charts are aligned based on the required coordinate points. In this case, the two charts may have a displacement DX, which will be explained below.

The switching between the preset condition, overlap condition, and free condition is triggered by the user sending a switching command to the processor 11 through the operator 13, for example, clicking an overlap button in the main window 140 or typing an overlap command .

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

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

The unit of the first horizontal axis X1 and/or the second horizontal axis X2 can be time, and can be seconds, minutes, hours, days, months, quarters, and years, and the first vertical axis Y1 and/or the second vertical axis Y2 The unit of can be price or quantity. Broadly speaking, time, price, quantity, and other indicators derived from calculations can be allocated to the horizontal axis and horizontal axis of the trend chart according to actual applications. In most embodiments, the first horizontal axis X1 and the second horizontal axis X2 can adopt the same unit and ratio to observe the correlation between the first vertical axis Y1 and the second vertical axis Y2. In some embodiments, the first horizontal axis X1 and the second horizontal axis X2 may adopt the same unit but different proportions, for example, because The market cycle is different. The time unit of the first horizontal axis X1 is divided into every 5 days, and the time unit of the second horizontal axis X2 is divided into every 3 days.

In addition, as shown in FIG. 3C, the first horizontal axis X1 and the second horizontal axis X2 in the same unit can be displayed as staggered by a translation DX to allow the user to observe a delayed trend or a predicted trend. The translation DX is used by It is adjusted by the operator 13.

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

The financial commodity trend computer program 30 is configured to allow marking a first mark M1 in the first trend graph of the indicator PQ1 and a second mark M2 in the second trend graph of the indicator PQ2. It is more convenient to automatically calculate the correlation MR between the first mark M1 and the second mark M2 when the first mark M1 and the second mark M2 are marked, and display the information. Specifically, the user clicks the first trend chart through the operator 13 (for example, a mouse) to mark the first mark M1 (10: 30, 33, 294), and then clicks the second trend chart to mark the second mark M2(10:30,10,293), when the mouse button is released, the financial commodity trend computer program 30 will immediately automatically calculate the correlation MR(0,23,1). In this embodiment, the correlation MR is an example of a phase difference value, but in other embodiments, the correlation MR can be an additive value, expected value, average, covariance, variance, standard deviation, etc., and not Limited to this.

Returning to FIG. 1, the transceiver 15 is used to receive the individual indicators PQ1 of the financial commodities P1 and P2 from the servers of, for example, domestic and foreign stock exchanges, futures exchanges, related government agencies, or related private organizations. , PQ2 and/or multiple comprehensive indicators KQ and FQ derived from the individual indicators PQ1 and PQ2 of the financial commodities P1 and P2.

Figures 5, 6, and 7 respectively show the main screen 140 and the three sub-screens 141, 142, and 143 of the actual display 14 of the three embodiments of the present creation. Figure 6 is the color view of Figure 5. And Figure 7 is also a color map.

Obviously, this creation allows two, three, or even multiple sub-screens to overlap to display multiple indicators of multiple financial products.

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

Although this creation has been illustrated through a number of embodiments, it should be understood that many other possible modifications and changes can be made as long as it does not deviate from the spirit of this creation and those claimed in the scope of the patent application.

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

11: processor

12: Memory

13: Manipulator

14: display

140: main window

15: Transceiver

Claims (16)

A graphical representation system (1) of financial commodities using multi-level comparison is implemented in a terminal device. The terminal device includes a processor (11), a memory (12) connected to the processor, and an operator (13), and a display (14); characterized in that: the processor is configured to execute a financial product trend computer program (30), the financial product trend computer program is used to observe a plurality of financial products (P1, P2) multiple individual indicators (PQ1, PQ2) and/or multiple comprehensive indicators (KQ, FQ) derived from the individual indicators of the financial products; the display (14) is configured to be based on the The financial commodity trend computer program executed by the processor displays a main window (140), and displays a plurality of sub-windows (141, 142) in the main window, and the sub-windows respectively display the individual indicators or the These comprehensive indicators; among them, the sub-windows are set to allow partial or complete overlap with each other. The graphical representation system for financial products using multi-level comparison according to claim 1, wherein the main window defines a main boundary, and the sub-windows are set to restrict movement within the main boundary defined by the main window. The graphical representation system for financial products using multi-level comparison as described in claim 1, wherein the sub-windows include: a first sub-window (141) having a first area and a first boundary, and the first sub-window (141) has a first area and a first boundary. The content displayed in the sub-window has a first transparency (141T) between 0% and 100%; and a second sub-window (142) having a second area and a second boundary, the second sub-window The displayed content has a second transparency (142T) between 0% and 100%. The graphical representation system of financial products using multi-level comparison as described in claim 3, wherein the financial product trend computer program is configured to allow changing the first transparency and/or the first transparency 2. Transparency, the change is automatically adjusted by the financial product trend computer program or by a user through the operator. As described in claim 3, the financial product graphical representation system using multi-level comparison, wherein the financial product trend computer program is configured to restrict the first transparency to be different from the second transparency. The graphical representation system of financial products using multi-level comparison as described in claim 3, wherein the content displayed in the first sub-window has a first color, and the content displayed in the second sub-window has a second Color, the first color is different from the second color. For the graphical representation system of financial products using multi-level comparison as described in claim 3, the first sub-window and the second sub-window operate to display side by side with each other under a preset condition, wherein the first The sub-window and the second sub-window do not have any overlapping area, and side-by-side includes touching side-by-side or separate side-by-side; or under an overlap condition, they are displayed completely overlapping each other, wherein the first area of the first sub-window is equal to the second sub-window. The second area of the sub-window and the first boundary of the first sub-window coincide with the second boundary of the second sub-window; or under a free condition, they are displayed partially overlapping each other, wherein the first boundary of the first sub-window The first area is not equal to the second area of the second sub-window or the first boundary of the first sub-window does not coincide with the second boundary of the second sub-window; the preset condition, the overlap condition, and the The switching between the free conditions is triggered by a user sending a switching command to the processor through the manipulator. As described in claim 7, the financial product graphical representation system using multi-level comparison, wherein the financial product trend computer program executed by the processor is configured to have an automatic alignment function: under the free condition, when the Although the first sub-window and the second sub-window have not completely overlapped but are almost completely overlapped, the overlap condition is automatically switched to; or under the free condition, when the first sub-window and the second sub-window have not been separated into side by side But when it is almost separated into side by side, it will automatically switch to the preset condition. The graphical representation system for financial products using multi-level comparison as described in claim 7, wherein the content displayed in the first sub-window is a first financial product indicator drawn as a first horizontal axis (X1) and a first The first trend chart of a vertical axis (Y1); the content displayed in the second sub-window is a second financial commodity index drawn as a second horizontal axis (X2) and a second vertical axis (Y2) Trend chart; the first horizontal axis and the second horizontal axis adopt the same unit and ratio to observe the correlation between the first vertical axis and the second vertical axis. The graphical representation system of financial products using multi-level comparison as described in claim 9, wherein the first horizontal axis and the second horizontal axis in the same unit are displayed staggered by one translation (DX) to allow use The user observes a delayed trend or a predicted trend, and the translation is adjusted by a user through the operator. The graphical representation system for financial products using multi-level comparison as described in claim 9, wherein the financial product trend computer program is configured to allow a first mark (M1) and A second mark (M2) is marked in the second trend chart, and when the first mark And when the second mark is marked, the correlation (MR) between the first mark and the second mark is automatically calculated. The graphical representation system for financial commodities using multi-level comparison as described in claim 1, wherein the types of these individual indicators include spot, stocks, futures, or options, and the comprehensive indicators include large-cap indexes or futures indexes . As described in claim 12, the financial product graphical representation system using multi-level comparison, wherein the type of the first individual index of the individual indexes is set to be different from the type of the second individual index. As described in claim 1, the graphical representation system of financial products using multi-level comparison, wherein the trend chart as the content displayed in the sub-windows is: graphical analysis, including: K line (Japanese line), bar line ( US line), high-low line, closing line, price, volume, or price and technical indicators; or price indicators, including: moving average (MA), exponentially smoothed moving average (MACD), relative strength indicator (RSI), Stochastic indicator (KD), or deviation rate (BIAS); or quantitative indicators, including: volume or energy surge (OBV). The graphical representation system for financial commodities using multi-level comparison as described in claim 1, wherein the terminal device further includes a transceiver (15) connected to the processor, and the transceiver is configured to be wired or wireless The way to connect to the Internet to receive the individual indicators of the financial products and/or the comprehensive indicators derived from the individual indicators of the financial products. The graphical representation system of financial products using multi-level comparison as described in claim 1, in which: The terminal equipment is a personal computer, a notebook computer, a tablet computer, a smart phone, a wearable device, or a life information station (kiosk); and the operator is a keyboard, a mouse, a touch panel, a voice control device, a joystick, Remote control, or wearable device.

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