TWM646161U - Fund information presentation system - Google Patents

Abstract

The new model includes a server device and a client device connected to the server device through a network communication; the server device includes a memory, a processor and a communication unit, and the client device includes a communication and A processing unit, a display unit and an input unit; the processor downloads a fund information from the network, formats the fund information and communicates it to the display unit to present a browsing page; when the input unit generates a purchase signal , the processor receives the purchase signal to generate a purchase list, and formats the purchase list and presents a shopping page on the display unit; the browsing page and an inventory display page have the same layout, so they can be Train the user's mental model in a short period of time and improve the user's efficiency in purchasing and browsing funds.

Description

Fund information presentation system

A fund information presentation system, especially a fund information presentation system that uses a unified layout structure to train users to improve their operational familiarity.

In the financial securities industry, it is common for securities firms to provide trading systems that display fund information and sell funds. However, when ordinary users use various digital fund trading systems to browse fund information and purchase funds, they often get lost in a large amount of information when browsing and purchasing funds because they are not adaptable to the layout mode of information presented by digital fund trading systems. As a result, it is more likely to become difficult to compare, or the inability to find the purchasing context increases mental fatigue, resulting in a negative perception of the use of digital fund trading systems.

Therefore, in order to reduce users' confusion or fatigue when browsing and purchasing funds, a digital fund trading system must make improvements in information presentation to enhance users' efficiency and comfort when trading funds.

In order to solve the above problems, the present invention provides a fund information presentation system that uses a unified layout structure to train users to improve their operational familiarity. The new type of fund information presentation system can train the user's mind in a short period of time, thereby improving the user's familiarity with browsing and purchasing funds in a short period of time.

The fund information presentation system of the present invention includes: a server device having: a memory; a communication unit connected to a network; a processor electrically connected to the memory and the communication unit respectively; wherein, the processing The device further includes: A crawling unit is electrically connected to the memory and the communication unit, downloads fund information from the network through the communication unit, and stores the fund information in the memory; a typesetting unit is electrically connected to the memory. and the communication unit, formatting the fund information in the memory into browsed fund information, and outputting the browsed fund information; a list unit electrically connected to the memory and the communication unit respectively; a client device having : A communication and processing unit, connected to the network to communicate with the communication unit of the server device; a display unit, electrically connected to the communication and processing unit, communicating with the typesetting unit through the communication and processing unit; wherein, when When the display unit receives the browsing fund information from the typesetting unit through the communication and processing unit, the display unit displays a browsing page; the upper part of the browsing page has a plurality of browsing type options, and the middle part of the browsing page has an information block, The lower part of the browsing page has a purchase option; an input unit is electrically connected to the communication and processing unit, and is connected to the list unit through communication and processing unit; wherein, when the input unit generates a purchase signal, and through When the communication and processing unit sends the purchase signal to the list unit, the list unit generates a purchase list based on the purchase signal, and the list unit stores the purchase list in the memory; wherein, the purchase list The typesetting unit typesets the purchase list in the memory into browsing and purchasing information, and outputs the browsing and purchasing information to the communication and processing unit through the communication unit, and the communication and processing unit selects and purchases based on the browsing and purchasing The information control display unit displays a shopping page; the upper part of the shopping page has a plurality of shopping category options, the middle part of the shopping page has a shopping information block, and the lower part of the shopping page has a checkout option.

The new fund information presentation system of the present invention presents information with a unified layout structure, so it can present the same layout structure to the user multiple times within a short period of time after the user starts using the device. Meaning, the browsing page and the shopping page presented by the display unit both display information in the middle block of the page, and both provide options at the upper and lower parts of the page for the user to make selections. The user can manipulate the input unit to select options presented in the unified layout structure of the display unit.

In this way, the present invention is conducive to establishing a mental model (or mental model; metal model) in the user's mind about purchasing funds. This mental model refers to a concept commonly known in psychology, and this mental model affects the design concepts of some industries on the market, so it will not be described again here. With this mental model about fund purchase, the user can browse and purchase funds in an inertial, coherent and more efficient manner, and simultaneously reduce the situation of getting lost or mental fatigue when purchasing. Improve the user's comfort level when purchasing funds.

1:Server device

2: Client device

3:Internet

10: Processor

11:Crawling unit

12: Typesetting unit

13: List unit

14:Notification unit

20:Memory

30: Communication unit

40: Communication and processing unit

50:Display unit

60:Input unit

200: Browse page

210: Browse category options

211:Single fund option

212: Fixed fund option

213:Dividend Fund Options

220: Information block

230:Purchase options

300: Shopping page

310: Shopping category options

311: Purchase single fund option

312: Purchase Fixed Fund Option

313: Delete option

320: Shopping information block

330: Checkout options

400: Main page

401: Total profit and loss including interest

402: Total rate of return including interest

403: Total profit and loss without interest

404: Total return rate without interest

410:Home page type options

411: Collection options

412: Shopping cart options

413:Notification options

414:Add to favorites option

415:Add to cart option

420: Home page information block

430:Other options on home page

431:Shopping fund options

500: Favorites page

510:Collect the upper block

511: Delete collection fund option

415:Add to cart option

513: Turn on notification options

520:Collect the central block

530:Collect the lower block

531: Compare fund options

600:Notification page

601: Price notification

602: Stop loss and stop profit notice

700: Encounter value setting page

701: Set category options

702: High threshold setting field

703: Low threshold setting field

704: Confirm setting options

705: Clear setting options

3130:Delete notification

4140: Notification has been collected

Figure 1 is a system block diagram of a new type of fund information presentation system.

Figure 2 is a schematic diagram of a display unit displaying a browsing page of the new fund information presentation system.

Figure 3 is a schematic diagram of the display unit displaying a shopping page of the new fund information presentation system.

Figure 4A is a schematic diagram of the display unit displaying a main page of the new fund information presentation system.

Figure 4B is another schematic diagram of the display unit displaying the main page of the new fund information presentation system.

Figure 5 is a schematic diagram of the display unit displaying a collection page of the new fund information presentation system.

Figure 6 is a schematic diagram of the display unit of the new fund information presentation system displaying notifications.

Figure 7 is a schematic diagram of the display unit displaying a chance value setting page of the new fund information presentation system.

Please refer to Figure 1. This new model is a fund information presentation system. The fund information presentation system has a server device 1 and a client device 2, and the server device 1 and the client device 2 are communicated through a network 3.

The server device 1 includes a processor 10 , a memory 20 and a communication unit 30 . The communication unit 30 is connected to the network 3 , and the processor 10 is electrically connected to the memory 20 and the communication unit 30 respectively. The processor 10 further includes a crawling unit 11 , a typesetting unit 12 and a list unit 13 . The crawling unit 11, the typesetting unit 12 and the list unit 13 are electrically connected to the memory 20 and the communication unit 30 respectively. The crawling unit 11 , the typesetting unit 12 and the list unit 13 are communicatively connected to the client device 2 at the other end of the network 3 through the communication unit 30 .

The client device 2 includes a communication and processing unit 40 , a display unit 50 and an input unit 60 . The communication and processing unit 40 is electrically connected to the display unit 50 and the input unit 60 respectively, and the communication and processing unit 40 is connected to the network 3 to communicate with the communication unit 30 of the server device 1 at the other end of the network 3 .

The crawling unit 11 downloads fund information from the network 3 and stores the fund information in the memory 20 . The typesetting unit 12 typesets the fund information in the memory 20 into browsing fund information, and the typesetting unit 12 outputs the browsing fund information to the communication and processing unit 40 in the client device 2 through the communication unit 30 .

Please refer to FIG. 2 as well. When the display unit 50 receives the browsing fund information from the typesetting unit 12 from the communication and processing unit 40 of the client device 2, the display unit 50 displays a browsing page 200. . The upper part of the browsing page 200 has a plurality of browsing type options 210 , the middle part of the browsing page 200 has an information block 220 , and the lower part of the browsing page 200 has a purchase option 230 . A user using the present invention can select the browsing type options 210 or the purchasing options 230 in the browsing page 200 displayed on the display unit 50 by controlling the input unit 60 . When the user controls the input unit 60 to select the purchase option 230, the input unit 60 generates a purchase signal, and the input unit 60 60. Send the purchase signal to the communication and processing unit 40 of the client device 2, and then the communication and processing unit 40 sends the purchase signal to the processor 10 through the communication unit 30 of the communication connection. List unit 13. When the list unit 13 receives the purchase signal from the input unit 60 , the list unit 13 generates a purchase list according to the purchase signal, and the list unit 13 stores the purchase list in the memory 20 . The browsing page 200 displayed by the display unit 50 of the present invention and an inventory display page have the same layout. The inventory display page displayed by the display unit 50 presents all the inventory funds included in the fund information downloaded from the network 3 in the memory 20 . Since the browsing page 200 and the inventory display page have the same layout, the user can receive mental model training in a short period of time to improve the user's efficiency in purchasing and browsing funds.

Referring to FIG. 3 , the typesetting unit 12 further typesets the shopping list in the memory 20 into browsing and purchasing information, and the typesetting unit 12 outputs the browsing and purchasing information through the communication unit 30 to the communication and processing unit 40 in the client device 2, and the communication and processing unit 40 controls the display unit 50 to display a shopping page 300 according to the browsing purchase information. The upper part of the shopping page 300 has a plurality of shopping category options 310 , the middle part of the shopping page 300 has a shopping information block 320 , and the lower part of the shopping page 300 has a checkout option 330 .

The fund information presentation system of the present invention presents information in a unified layout structure, so it can present the same layout structure to the user multiple times within a short period of time after the user starts using the device. Meaning, the browsing page 200 and the shopping page 300 presented by the display unit 50 both display information in the middle blocks of the two pages, and both provide options in the upper and lower parts of the two pages for the user to do through the input unit 60 Select. In this way, the present invention is conducive to establishing a mental model (or mental model; metal model) in the user's mind about purchasing funds. This mental model refers to a concept commonly known in psychology, and this mental model affects the design concepts of some industries on the market, so it will not be described again here. With this mental model about fund purchase, the user can browse and purchase funds in an inertia, context, and more efficient manner. Bonds, and jointly reduce confusion or mental fatigue when purchasing, and improve the user's comfort level when purchasing fund bonds.

Furthermore, in an embodiment of the present invention, the fund information stored in the memory 20 includes at least one single fund, at least a certain amount of funds, and at least one dividend fund. The purchase list generated by the list unit 13 according to the purchase signal includes at least one purchase of a single fund and at least one purchase of a fixed fund.

As shown in FIG. 2 , the browsing type options 210 displayed on the upper part of the browsing page 200 on the display unit 50 include a single fund option 211 , a fixed amount fund option 212 and a dividend fund option 213 . When the user selects the display unit 50 to display the single fund option 211 on the browsing page 200 through the input unit 60, the input unit 60 correspondingly generates a single fund selection signal to the communication and processing unit 40, and The communication and processing unit 40 transmits the single fund selection signal to the list unit 13 through the network 3 . Similarly, when the user selects the display unit 50 to display the fixed fund option 212 on the browsing page 200 through the input unit 60, the input unit 60 correspondingly generates a fixed fund selection signal to the communication and processing unit 40, And the communication and processing unit 40 transmits the fixed fund selection signal to the list unit 13 through the network 3 . When the user selects the display unit 50 to display the dividend fund option 213 on the browsing page 200 through the input unit 60, the input unit 60 correspondingly generates a dividend fund selection signal to the communication and processing unit 40, and The communication and processing unit 40 transmits the dividend fund selection signal from the network 3 to the list unit 13 .

When the list unit 13 receives the single fund selection signal, the list unit 13 sends at least one single fund information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the display unit. The at least one single fund is displayed in the information block 220 in the middle of the browsing page 200 displayed at 50 . In the example of Figure 2, the two single funds displayed in the information block 220 are information downloaded by the crawling unit 11 from the servers of different fund information providers on the network 3, for example For example, real-time updated fund bond information is downloaded from the server of XX Fund or from the server of XX Fund.

In addition, when the list unit 13 receives the fixed amount fund selection signal, the list unit 13 sends at least a certain amount of fund information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the display unit. The at least certain amount of funds is displayed in the information block 220 in the middle of the browsing page 200 displayed at 50 . When the list unit 13 receives the dividend fund selection signal, the list unit 13 sends at least one dividend fund information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the display unit. The at least one dividend fund is displayed in the information block 220 in the middle of the browsing page 200 displayed at 50 .

As shown in FIG. 3 , the shopping category options 310 displayed on the upper part of the shopping page 300 on the display unit 50 include a single fund purchase option 311 , a fixed fund purchase option 312 and a delete option 313 .

When the user respectively selects the display unit 50 to display the purchase single fund option 311, the purchase fixed fund option 312 or the delete option 313 on the shopping page 300 through the input unit 60, the input unit 60 generates A single fund purchase signal, a fixed fund purchase signal or a delete fund purchase signal is sent to the communication and processing unit 40, and the communication and processing unit 40 sends the corresponding single fund purchase signal, fixed fund purchase signal or The network 3 sends the deletion fund purchase signal to the list unit 13 . When the list unit 13 receives the single fund purchase signal, the list unit 13 sends at least one single fund purchase information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the The at least one single fund for purchase is displayed in the shopping information block 320 in the middle of the shopping page 300 displayed on the display unit 50 . In the example of FIG. 3 , the single fund purchase displayed in the information block 220 is also information downloaded by the crawling unit 11 from the servers of different fund information providers on the network 3 .

When the list unit 13 receives the signal to purchase a fixed fund, the list unit 13 sends at least one fixed fund purchase information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the display unit. The at least one optional fixed-amount fund is displayed in the shopping information block 320 in the middle of the shopping page 300 displayed at 50 . When the list unit 13 receives the fund purchase deletion signal, the list unit 13 will delete the single fund purchase or the fixed fund purchase from the purchase list that should be deleting the fund purchase signal. Further, when the checkout option 330 in the shopping page 300 is selected, the list unit 13 settles all the at least one single fund purchase or the at least one fixed fund purchase in the purchase list. Road transaction purchase.

In addition, in this embodiment, the processor 10 further includes a notification unit 14, which is also electrically connected to the memory 20 and the communication unit 30 respectively. The crawling unit 11, the typesetting unit 12, the list unit 13 and the notification unit 14 in the processor 10 are respectively connected to the network 3 through the communication unit 30 to communicate with the communication in the client device 2 and The processing unit 40 can further connect the display unit 50 and the input unit 60 in the client device 2 through the communication and processing unit 40 . When the list unit 13 deletes the single fund purchase or the fixed fund purchase from the purchase list that should delete the fund purchase signal, the notification unit 14 generates a deletion notification 3130, and through the network Route 3 transmits the deletion notice 3130 to the communication and processing unit 40, so that the communication and processing unit 40 controls the display unit 50 to display the deletion notice 3130.

In one embodiment, the display unit 50 and the input unit 60 are a touch panel. In other embodiments, the display unit 50 is a screen, and the input unit 60 is a keyboard and mouse. The client device 2 is a personal smart device of the user, such as a computer, a smart phone or a tablet computer that can wirelessly connect to the network 3 . In this embodiment, the client device 2 that cooperates with the present invention is a smart phone, and the smart phone downloads and installs an application program (Application; APP) that is connected to the server device 1 . The application can provide the user with personalized settings and also has a login account to store the user's personalized settings.

In addition, the memory 20 of the present invention stores a plurality of account information and a plurality of existing funds and at least one collection fund corresponding to each account information. The existing funds and the at least one collection fund corresponding to each of the account information are respectively updated and formulated based on the fund information downloaded from the network 3. The existing funds are divided into two calculation methods: interest-containing and interest-free, and after the notification unit 14 calculates the existing funds in two ways: interest-containing and interest-free, the interest-containing and interest-free calculation methods Each of the existing funds includes a current net value and a current increase or decrease percentage.

Please refer to FIG. 4A. The notification unit 14 adds the existing funds corresponding to each account information to generate a total number of funds, and transmits a total number of funds information to the communication and processing unit 40 through the network 3, and is sent by The communication and processing unit 40 controls the display unit 50 to display the total number of funds. The total number of funds includes an interest-bearing total profit and loss value 401 after adding the current net value of all interest-bearing existing funds, and the interest-bearing total profit and loss value 401 minus the corresponding principal stored in the memory 20 Then divide it by the principal to obtain a total interest-free return rate of 402. The current net value of all existing funds that do not include interest is added to obtain a total interest-free profit and loss value of 403. The total interest-free profit and loss value is 403. Subtract the corresponding principal stored in the memory 20 and divide by the principal to obtain an interest-free total return rate 404.

The typesetting unit 12 calculates and stores the interest-containing total profit and loss value 401, the interest-containing total return rate 402, the interest-free total profit and loss value 403 and the interest-free total return value calculated according to the notification unit 14 and stored in the memory 20 The rate 404 generates a home page information, and transmits the home page information to the communication and processing unit 40 through the network 3, and the communication and processing unit 40 controls the display unit 50 to display a home page 400.

In the example shown in FIG. 4A , the main page 400 displayed through the display unit 50 displays the login account corresponding to the customer name Wang Xiaoming, and the login account corresponds to one of the account information stored in the memory 20 . The upper part of the main page 400 has a plurality of homepage type options 410, the middle part of the main page 400 has a homepage information block 420, and the lower part of the main page 400 has a plurality of homepage other options 430, one of the homepage other options 430 is 1. Purchase Fund Option 431. The display unit 50 displays the information in the homepage information block 420: the interest-included total profit and loss value 401, the interest-included total return rate 402, The interest-free total profit and loss value 403 and the interest-free total return rate 404. The display unit 50 displays that the homepage category options 410 in the homepage information block 420 include a collection option 411 , a shopping cart option 412 and a notification option 413 .

As mentioned above, it can be seen that the layout of the information presented on the main page 400 is the same as the layout of the information presented on the browsing page and the shopping page 300. Both of them place the presented information in the middle and place the options at the top and bottom of the presented information. In this way, the present invention can further train the user to build a mental model for operating the fund information presentation system of the present invention, so that the user can quickly adapt to the fund purchasing system in a short period of time. In addition, when the user selects the shopping cart option 412 through the input unit 60, the display unit 50 jumps to display the shopping page 300 as shown in FIG. 3, allowing the user to quickly reach the page where he can prepare for checkout. .

Please refer to FIG. 4B . When the user selects the fund purchase option 431 on the home page 400 through the input unit 60 , the display unit 50 displays another form of the home page 400 . In this form, the information displayed in the homepage information block 420 is information downloaded by the crawling unit 11 from the servers of different fund information providers on the network 3, such as downloaded from the server of AA Fund. Fund bond information. There is an add to favorites option 414 and an add to shopping cart option 415 at the top of the home page information block 420 . When the add to collection option 414 is selected, the fund corresponding to the add to collection option 414 is listed as the at least one collection fund stored in the memory 20 . And at this time, the notification unit 14 generates a collected notification 4140, and sends the collected notification 4140 to the communication and processing unit 40 through the network 3, so that the communication and processing unit 40 controls the display unit 50 Display the collection notification 4140. When the add-to-shopping-cart option 415 is selected, the fund corresponding to the add-to-shopping-cart option 415 is added to a shopping cart, waiting for the shopping-cart option 412 in the main page 400 to be selected to prepare for checkout. funds in the shopping cart, jump to the shopping page 300 as shown in Figure 3.

Please refer to FIG. 5 . When the user selects the favorite option 411 through the input unit 60 , the display unit 50 displays a favorite page 500 . The collection page displayed by the display unit 50 500: The typesetting unit 12 typesets the at least one collection fund in the memory 20 into browsing collection information, and the typesetting unit 12 sends the browsing collection information to the communication and processing unit 40 through the network 3, and The communication and processing unit 40 controls the display unit 50 to display the collection page 500 . A collection upper block 510 on the upper part of the collection page 500 has a delete collection fund option 511, the aforementioned add to shopping cart option 415 and an open notification option 513. The collection page 500 displays the at least one collection fund. For example, the example in FIG. 5 displays a plurality of collection funds in a central collection block 520 in the middle. A collection lower block 530 at the bottom of the collection page 500 has the purchase option 230 and a comparison fund option 531.

When the user selects the comparison fund option 531 corresponding to multiple funds through the input unit 60, the corresponding selected funds are arranged and displayed in parallel on the display unit 50 by the typesetting unit 12 for the benefit of the user. Efficiently compare the rise and fall status of multiple funds.

When the user selects the delete collection fund option 511 through the input unit 60 , the fund corresponding to the delete collection fund option 511 is deleted from the collection page 500 . When the notification option 513 is selected, the fund corresponding to the notification option 513 is added to a notification list by the list unit 13 . Funds added to the notification list will be monitored by the status of the notification unit 14 .

Please refer to FIG. 6 as well. When the user selects the notification option 413 on the aforementioned main page 400 through the input unit 60, the display unit 50 displays a notification page 600. In this embodiment, the memory 20 stores a high equity threshold, a low equity threshold, a high rise or fall percentage threshold, and a low rise or fall percentage threshold. The high net worth threshold is greater than the low net worth threshold, and the high increase or decrease percentage threshold is greater than the low increase or decrease percentage threshold.

Regardless of whether it contains interest or not, the notification unit 14 determines whether the current net value of each of the existing funds corresponding to the account information is greater than or equal to the high net worth threshold, and the notification unit 14 determines whether the corresponding Whether the current increase or decrease percentages of the existing funds in the account information are greater than or equal to the high increase or decrease percentage threshold.

When the notification unit 14 determines that the current net worth of the existing funds corresponding to the account information is greater than or equal to the high net worth threshold, or when the notification unit 14 determines that the current net worth of the existing funds corresponding to the account information is When the current increase or decrease percentage is greater than or equal to the high increase or decrease percentage threshold, the notification unit 14 generates a price arrival notification 601, and sends a price arrival notification information to the communication and processing unit 40 through the network 3, and the notification unit 14 The communication and processing unit 40 controls the display unit 50 to display the price notification 601 on the notification page 600 .

When the notification unit 14 determines that the current net worth of the existing funds corresponding to the account information is lower than or equal to the low net worth threshold, or when the notification unit 14 determines that the current net worth of the existing funds corresponding to the account information is When the current increase or decrease percentage is lower than or equal to the low increase or decrease percentage threshold, the notification unit 14 generates a stop loss and stop profit notification 602, and sends a stop loss and stop profit notification information to the communication and processing through the network 3 unit 40, and the communication and processing unit 40 controls the display unit 50 to display the stop loss and stop profit notification 602 on the notification page 600.

Referring to FIG. 7 , in one embodiment, the user can set and change the high net worth threshold, the low net worth threshold, the high increase or decrease percentage threshold and the low increase or decrease percentage threshold by operating the input unit 60 . As shown in FIG. 7 , the threshold value setting page 700 displayed on the display unit 50 has a setting type option 701 , a high threshold setting field 702 , a low threshold setting field 703 , a confirmation setting option 704 and 1. Clear settings option 705.

When the user selects the setting type option 701 on the equity setting page 700 through the input unit 60, the user can decide to control the equity setting page 700 to display the type of setting the high net worth threshold and the low net worth threshold. The state or the pattern of setting the high rise and fall percentage threshold and the low rise and fall percentage threshold. In the example shown in FIG. 7 , the threshold setting page 700 displays a mode for setting the high net worth threshold and the low net worth threshold, that is, it includes a method for the user to operate the input unit 60 to set the high net worth threshold. The high threshold setting field 702 of the value, and the low threshold setting field 703 for the user to operate the input unit 60 to set the low net worth threshold. After the user operates the input unit 60 to input the threshold value to be set, the user can operate the input unit 60 to select the confirm setting option 704 or the clear setting option 705.

When the confirm setting option 704 is selected, the input unit 60 generates a setting signal to the communication and processing unit 40 of the client device 2 to facilitate the communication and processing unit 40 to upload a new threshold to update the memory 20 There is a threshold. That is, the communication and processing unit 40 generates an update setting information to the server device 1, so that the memory 20 of the server device 1 has the corresponding high net worth threshold, the low net worth threshold, and the high rise and fall percentage. The threshold or the low rise or fall percentage threshold is updated by the setting. When the clear setting option 705 is selected, the input unit 60 generates a clear setting signal to the communication and processing unit 40 of the client device 2, and the communication and processing unit 40 receives the clear setting signal and clears the event value. The threshold to be set is currently entered in the setting page 700, that is, the values in the high threshold setting field 702 and the low threshold setting field 703 are cleared, so that the threshold setting page 700 returns to the original page state.

The present invention uses the typesetting unit 12 to generate a typesetting style to be presented to the user through the display unit 50. The browsing page 200, the shopping page 300, the home page 400 and the collection page 500 are typed by the typesetting unit 12. Similar layout styles are repeated to facilitate the construction of the mental model in the user's mind, so as to improve the user's comfort and efficiency in using the new fund information presentation system after multiple repeated displays.

In one embodiment, the communication and processing unit 40 of the client device 2 directly receives the layout style content from the server device 1 that the layout unit 12 wants to present through the display unit 50, and uses the APP to The display unit 50 directly presents the layout style content received by the communication and processing unit 40 .

In another embodiment, the communication and processing unit 40 of the client device 2 first receives the layout style content that the layout unit 12 wants to present through the display unit 50 when downloading and installing the APP. content, and then the communication and processing unit 40 receives the data from the server device 1 . After the communication and processing unit 40 installed with the APP fills in the received data with the pre-stored layout style content, the display unit 50 indirectly presents the layout style content received in advance by the communication and processing unit 40 .

1:Server device

2: Client device

3:Internet

10: Processor

11:Crawling unit

12: Typesetting unit

13: List unit

14:Notification unit

20:Memory

30: Communication unit

40: Communication and processing unit

50:Display unit

60:Input unit

Claims (9)

A fund information presentation system, including: A server device having: a memory; A communication unit connected to a network; A processor, electrically connected to the memory and the communication unit respectively; wherein, the processor further includes: A crawling unit is electrically connected to the memory and the communication unit respectively, downloads a fund information from the network through the communication unit, and stores the fund information in the memory; A typesetting unit, electrically connected to the memory and the communication unit respectively, typeset the fund information in the memory into browsed fund information, and outputs the browsed fund information; A list unit is electrically connected to the memory and the communication unit respectively; A client device having: a communication and processing unit connected to the network to communicate with the communication unit of the server device; A display unit, electrically connected to the communication and processing unit, and communicatively connected to the typesetting unit through the communication and processing unit; wherein, when the display unit receives the browsing fund information from the typesetting unit through the communication and processing unit, the display unit Display a browsing page; the upper part of the browsing page has a plurality of browsing type options, the middle part of the browsing page has an information block, and the lower part of the browsing page has a purchase option; An input unit is electrically connected to the communication and processing unit, and is communicatively connected to the list unit through the communication and processing unit; Among them, when the input unit generates a purchase signal and sends the purchase signal to the list unit through the communication and processing unit, the list unit generates a purchase list based on the purchase signal, and the list unit will The shopping list is stored in the memory; Among them, the typesetting unit typesets the purchase list in the memory into browsing and purchasing information, and outputs the browsing and purchasing information to the communication and processing unit through the communication unit, and the communication and processing unit performs the browsing and purchasing information according to the communication and processing unit. Browsing purchase information controls the display unit to display a shopping page; the upper part of the shopping page has a plurality of shopping category options, the middle part of the shopping page has a shopping information block, and the lower part of the shopping page has a checkout option. The fund information presentation system as described in request item 1, wherein the fund information stored in the memory includes at least a single fund and at least a certain amount of funds, and the display unit displays the fund information in the upper part of the browsing page. Some browsing type options include a single fund option and a fixed amount of fund options; Among them, when the input unit generates a single fund selection signal to the communication and processing unit, and the communication and processing unit transmits the single fund selection signal to the list unit through the network, the list unit Send at least one single fund information to the communication and processing unit, and the communication and processing unit controls the display unit to display the at least one single fund in the information block in the middle of the browsing page; and when the input When the unit generates a fixed-amount fund selection signal to the communication and processing unit, and the communication and processing unit sends the fixed-amount fund selection signal to the list unit through the network, the list unit sends at least a certain amount of fund information to the list unit through the network. The communication and processing unit controls the display unit to display the at least a certain amount of funds in the information block in the middle of the browsing page. The fund information presentation system as described in request item 1, wherein the purchase list generated by the list unit based on the purchase signal includes at least one purchase of a single fund and at least one purchase of a fixed amount fund, and the display unit displays The shopping type options at the upper part of the shopping page include an option to purchase a single fund and an option to purchase a fixed amount of funds; Among them, when the input unit generates a single fund purchase signal to the communication and processing unit, and the communication and processing unit transmits the single fund purchase signal to the list unit through the network, the list unit Send at least one single fund purchase information to the communication and processing unit, and control the communication and processing unit to display the at least one single fund purchase in the shopping information block in the middle of the shopping page displayed on the display unit ; And when the input unit generates a fixed-amount fund purchase signal to the communication and processing unit, and the communication and processing unit transmits the fixed-amount fund purchase signal to the list unit through the network, the list unit sends at least A purchase fixed amount fund information is sent to the communication and processing unit, and the communication and processing unit controls the shopping information block in the middle of the shopping page displayed by the display unit to display the at least one purchase fixed amount fund. The fund information presentation system as described in request item 1, wherein the memory stores an account information and a plurality of existing funds corresponding to the account information; the existing funds corresponding to the account information are based on the fund downloaded from the network. updated based on information; Among others, the processor further includes: A notification unit is electrically connected to the memory and the communication unit respectively, adds the existing funds to generate a total number of funds, and sends a total number of funds information to the communication and processing unit through the network, and is processed by the communication and processing unit Unit controls the display unit to display the total number of the fund. The fund information presentation system as described in request item 4, wherein the existing funds corresponding to the account information each include a current net value and a current increase or decrease percentage, and the memory stores a high net worth threshold and a high increase or decrease percentage threshold. ; Among them, when the notification unit determines that the current net value of the existing funds corresponding to the account information is greater than or equal to the high net worth threshold, or when the notification unit determines that the current net value of the existing funds corresponding to the account information is When the current increase or decrease percentage is greater than or equal to the high increase or decrease percentage threshold, the notification unit generates a price arrival notification, and sends a price arrival notification information to the communication and processing unit through the network, and the communication and processing unit The display unit is controlled to display the price arrival notification. The fund information presentation system as described in request item 5, wherein the communication and processing unit generates an update setting information to the server device according to a setting signal generated by the input unit, so that the memory of the server device The high net worth threshold or the high rise or fall percentage threshold is subject to setting updates. The fund information presentation system as described in request item 4, wherein the existing funds corresponding to the account information each include a current net value and a current increase or decrease percentage, and the memory stores a low net value threshold and a low increase or decrease percentage threshold. ; Among them, when the notification unit determines that the current net value of each of the existing funds corresponding to the account information is lower than or equal to the low net value threshold, or when the notification unit determines that the current net value of each of the existing funds corresponding to the account information is When the current increase or decrease percentage is lower than or equal to the low increase or decrease percentage threshold, the notification unit generates a stop loss and stop profit notification, and sends a stop loss and stop profit notification information to the communication and processing unit through the network, and The communication and processing unit controls the display unit to display the stop loss and stop profit notice. The fund information presentation system as described in request item 7, wherein the communication and processing unit generates an update setting information to the server device according to a setting signal generated by the input unit, so that the memory of the server device The low net worth threshold or the low increase or decrease percentage threshold is updated by the settings. The fund information presentation system described in claim 4, wherein the memory stores at least one collection fund corresponding to the account information, and the at least one collection fund is updated based on the fund information downloaded from the network; Among them, the typesetting unit typesets the at least one collection fund in the memory into browsing collection information, and transmits the browsing collection information to the communication and processing unit through the network, and the communication and processing unit controls the display. The unit displays a collection page; the upper part of the collection page has an option to delete a collection fund, the middle part of the collection page displays the at least one collection fund, and the lower part of the collection page has the purchase option.

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