TWI778275B - Device and method of easily picking a stock based on financial conditions - Google Patents

Abstract

This disclosure is related to a device and method of easily picking a stock based on financial conditions. The method is: using a WYSIWYG method to pick financial conditions from an existing financial report of a company.

Description

Device and method for simple stock selection based on financial conditions

The present invention relates to a stock selection technology for investing in stocks, in particular to a simple stock selection device and method based on financial conditions.

Faced with thousands of stocks, stock investors are often troubled by stock selection. For newbies, they don’t know where to start, and they are easily lost in the selection strategies of fundamentals, technicals and chips and are at a loss. For long-term investors who are more worried about risks and want to earn dividends steadily, it is the best stock selection direction to choose stocks with good physique first and make sure that the company's financial and operating conditions are stable. The intrinsic value of a company is necessary homework. This is the so-called fundamental analysis, which is to examine a company's financial statements and select investment targets based on the results of the financial analysis. Because financial statements can fully present a company's operating conditions with objective figures, it is possible to judge whether a company is worth investing in by examining the financial statements. However, it is quite difficult for novice investors to understand the profitability, solvency and operating ability of a company from the financial statements, especially many novice investors do not understand the meaning behind those financial numbers, and even more Not to mention selecting the best investment targets from hundreds or even thousands of stocks with specific financial conditions.

At present, none of the techniques for stock selection based on financial conditions have considered the user (i.e. Investors) who do not understand how to select filtering conditions in a simple way when financial statements are mostly focused on the process of data comparison/screening. For example, the first prior art, Patent Publication No. 201301187 of the Republic of China, discloses "an information system and method for optimal financial report analysis and stock selection", which includes the following steps: using a stock selection main website to obtain investors' membership Registration information, and after completing the verification of membership, provide the time interval for setting various relevant information, so that the stock selection subsystem can receive the financial statement data of the required company stocks, and can automatically based on the evaluation standard value. The company stocks that meet the standard value or the best performance in the same industry are screened out, and the investment advice information provided by an expert can be generated, which can be sent to the user terminal equipment as a reference for investors when making stock selection decisions. The purpose of the previous technique 1 is a financial-based investment stock selection method, and its focus is on the technology in the "data comparison/screening stage".

The second prior art, Republic of China Patent Publication No. 201222455, discloses a "benchmark investment stock selection method, computer program product and computer-readable recording medium", which includes the following steps: (A) according to a stock market price database, calculate a Including the historical return data of all stocks in the first time interval of a recent historical time interval, the historical return data of the market, and the historical return data of each industry classification; (B) According to the historical time interval, all the first time Whether the historical return of the industry to which the individual stock belongs is greater than the historical return of the broader market, whether the historical return of the individual stock is greater than the historical return of the industry to which the individual stock belongs, and whether the historical return of the individual stock is greater than the historical return of the broader market, group all the individual stocks in all the first time intervals , to generate the groupings of all the stocks in all the first time intervals; and (C) according to the specific grouping pattern of the groups of a particular stock in the second time interval including the most recent time interval, calculate the historical time The same specific grouping pattern appears in the interval and the next first time interval is an uptrend, and the upside probability is the same as the uptrend. Average return, the same specific grouping pattern occurs in this historical time interval and the first time interval after that is the probability of falling and the average return, the same specific grouping pattern appears in this historical time interval and the next first time interval is The flat probability of a flat market, where the sum of the up probability, the down probability and the flat probability is 1, and the up probability and the down probability are used by the investor to decide whether to buy or sell the particular stock. The purpose of the previous technology 2 is an investment stock selection method based on the information of individual stocks, industries and the broader market, and its focus is also on the technology in the "data comparison/screening stage".

In other words, although the technical purpose of the prior art 1 and 2 is to solve the problem of "investment stock selection", however, it is not about solving "the problem of how to allow users to easily set financial conditions for screening". The investment stock selection methods of the prior art 1 and 2 do not require the user to intervene in the initial screening condition setting, that is, the prior art 1 and 2 automatically perform data comparison/screening in a fixed condition mode without allowing the user to betray. When the same fixed conditional mode helps 10,000 users to automatically select stocks, the results of these 10,000 screenings are very likely to be the same stock, that is to say, all eyes will be on the stock that ranks first in the stock market, resulting in One's share price pushed higher, and it was not easy to have a reasonable entry price for investors to have a chance to get.

On the contrary, there is another prior art No. 3. The investment stock selection system of the prior art No. 3 allows users to set all financial conditions for screening, but the screening is carried out in the way of "absolute value" selection. If the user is not familiar with the financial aspects and cannot understand the meaning behind each financial figure, the user cannot easily set the conditions for stock selection, for example: the user can only select "quarterly gross profit margin greater than 40%", this "40 %" is an absolute value, and most users do not understand the concept of "quarterly gross profit margin greater than 40%". For users, the system learning threshold of the prior art three is too high and it is not easy to implement.

That is to say, the prior art cannot meet the user's need to easily set financial conditions for stock selection screening. Therefore, it is necessary to improve the method of the prior art, and to propose a simple stock selection technology based on financial conditions with the resources of hardware and software cooperative operation, so that users can select financial conditions through the method of "what you see is what you get". Users do not need to know the meaning of "quarterly gross profit margin greater than 40%", and can easily complete customized screening conditions, instead of selecting stocks in a fixed condition mode, so as to make up for the deficiencies of the previous technology.

In view of this, the present invention proposes an apparatus, method, computer program product and computer-readable recording medium for simple stock selection based on financial conditions. The company's financial conditions, in order to achieve the special technical effect of "customized screening conditions" for stock selection.

The present invention provides a simple stock selection device based on financial conditions. The device includes: a communication module for establishing an Internet network connection; a financial statement module for connecting with a server and downloading a first A financial statement of a selected company, and generating a financial statement view based on the financial statement of a first selected company, the financial statement view displaying a plurality of financial values of the first selected company; a conditional selection module , receive a selected financial value command to obtain a first financial item corresponding to a first selected financial value, receive a conditional generation command to generate the first financial item and the first selected financial value into a first financial value condition, and, transmit the first financial condition to a data screening module for screening; the data screening module compares a financial statement database with the first financial condition to screen out a matching target; a memory, for storing an application, the financial statements and the first financial condition, the application including the financial a report module, the condition selection module and the data filter module; a screen for displaying the graphical user interface of the application; one or more processors for connecting the memory to the screen and executing the application program.

The present invention goes further. In some embodiments, the financial statement view displays a plurality of financial values of a selected company in a chart type. When the command for selecting financial values is applied to the chart, the conditional selection module is based on the One of the selected coordinates of the graph generates a selected financial value and a corresponding financial item, and the graph is selected from a bar graph, a pie graph, a line graph or a histogram.

The present invention goes further, in some embodiments, the conditional selection module further includes: receiving an instruction for selecting a company to download and display a plurality of financial values of a second selected company, and receiving the instruction for selecting financial values to obtain a first 2. A second financial item corresponding to the selected financial value, combining the second financial item and the second selected financial value to form a second financial condition, and sending the first financial condition and the second financial condition to The data filter module for filtering.

The present invention goes further, in some embodiments, the conditional selection module further includes: receiving a specific quarter selection command to designate a specific quarter.

The present invention goes further, in some embodiments, the data screening module further includes: comparing the financial statement database with the first financial condition and the second financial condition to filter out the matching target.

The present invention goes further, in some embodiments, the data screening module further includes: comparing the financial statement database with the first financial condition and the specific quarter to filter out the indicator Compliant.

The present invention goes further, in some embodiments, the data screening module is disposed on the server side.

The present invention goes further, in some embodiments, the data screening module is disposed on the device end.

The present invention further provides a method for simple stock selection based on financial conditions, which is applied to a device, the device includes a communication module, a memory and a screen, the method includes: establishing a connection with a server; downloading a first a financial statement of the selected company; generate a financial statement view according to the financial statement of the first selected company, the financial statement view displays a plurality of financial values of the first selected company; receive a selected financial value command to obtaining a first financial item corresponding to a first selected financial value; receiving a condition generating instruction to generate the first financial item and the first selected financial value into a first financial condition; and transmitting the first financial condition Financial conditions to a data filtering module for filtering.

The present invention goes further, in some embodiments, the financial statement view displays a plurality of financial values of a selected company in a graph. When the command for selecting financial values is applied to the graph, the selected coordinates are based on one of the graphs. A selected financial value and a corresponding financial item are generated, and the graph is selected from: a bar graph, a pie graph, a line graph or a histogram.

The present invention goes further, in some embodiments, further comprising: receiving a selected company instruction to download the financial statement of a second selected company; generating the financial statement view according to the financial statement of the second selected company, and Display a plurality of financial values of the second selected company; receive the selected financial value command to obtain a corresponding one of the second selected financial values a second financial item; combining the second financial item and the second selected financial value to generate a second financial condition; and sending the first financial condition and the second financial condition to the data screening module for screening .

The present invention goes further, in some embodiments, further comprising: receiving a specific quarter selection command to designate a specific quarter.

The present invention goes further, in some embodiments, further comprising: the data screening module compares a financial statement database with the first financial condition and the second financial condition to filter out a matching target.

The present invention goes further, in some embodiments, further comprising: the data screening module compares a financial statement database with the first financial condition and the specific quarter to screen out a matching target.

The present invention goes further, in some embodiments, the data screening module is disposed on the server side.

The present invention goes further, in some embodiments, the data screening module is disposed on the device end.

The present invention also provides a computer program product installed in a device having a processor, a memory and a screen, the computer program product is stored in the memory and can run on the processor, and the processor executes the computer The steps to implement the above-mentioned method of simple stock selection based on financial conditions when programming the product.

The present invention also provides a computer-readable recording medium, on which a computer program is stored. When the computer program is executed by the processor, the above-mentioned simple stock selection method based on financial conditions is realized. A step of.

The detailed features and advantages of the present invention are described in detail below in the embodiments, and the content is sufficient to enable any person skilled in the relevant art to understand the technical content of the present invention and implement it accordingly, and according to the content disclosed in this specification, the scope of the patent application and the drawings , any person skilled in the related art can easily understand the related objects and advantages of the present invention.

10: Device for simple stock selection based on financial conditions

12: Processor

14: Memory

16: Screen

18: Communication module

20: Apps

22: Financial Statement Module

24: Conditional selection module

26:Data filtering module

28: Financial Statement View

30: Generate conditional button

32: Selected financial value

34: Popup

36: Selected quarter

Fig. 1 is a system functional block diagram of a device according to an embodiment of the present invention; Fig. 2 is a system functional block diagram of an application program of an embodiment of the present invention; Fig. 3A is a schematic screen diagram of a financial statement view according to an embodiment of the present invention; Fig. 3B The figure is a schematic diagram of a screen of a financial statement view in Embodiment 2 of the present invention; Figure 4 is a schematic diagram of a screen of a financial statement view and selected financial values in Embodiment 1 of the present invention (1); Figure 5 is the generation of Embodiment 1 of the present invention. Schematic diagram of the screen of the stock selection conditions (1); Figure 6 is a schematic diagram of the screen of the financial statement view and selected financial values (2) according to the first embodiment of the present invention; Figure 7 is the first embodiment of the present invention to generate the stock selection conditions. Schematic diagram of the screen (2); Figure 8 is a schematic diagram of the screen of the financial statement view and selected financial values (3) in Embodiment 1 of the present invention; Figure 9 is a schematic diagram of the screen to generate stock selection conditions in Embodiment 1 of the present invention ( 3); FIG. 10 is an operation flow chart of the embodiment of the present invention.

The present invention uses but is not limited to personal computers (PC, MAC), notebook computers (Laptop/Notebook/Portable Computer), smart phones (Smartphone), tablet computers (Tablet PC), and Hand-Held Stock Quoting Device), Personal Digital Assistant (PDA), Smart TV (Smart TV), etc., all equipped with a screen and can execute the application program of the present invention (ie, stock trading software, stock quotation software, stock selection software) can be applied The device and method of the present invention.

Referring to FIG. 1 and FIG. 2, the system function block diagram of the device 10 for simple stock selection based on financial conditions and the system function block diagram of the application program 20 of the present invention are only listed in the legend. The core module, the remaining modules are omitted and not depicted. The application 20 is executed on the apparatus 10 for simple stock selection based on financial conditions of the present invention. In an embodiment of the present invention, the apparatus 10 for simple stock selection based on financial conditions of the present invention includes: one or more processors 12 , a memory 14 , a screen 16 and a communication module 18 . The application program 20 is stored in the memory 14; the processor 12 executes a plurality of program instructions included in the application program 20, and implements the following modules in a cooperative manner of hardware and software: a financial statement module 22, a conditional selection module The group 24 and the data filtering module 26; the screen 16 is used to display the graphical user interface (GUI) of the application program 20; the communication module 18 is used to establish the Internet network connection, such as: wired broadband, WLAN (Wi-Fi) etc.), mobile communication network (such as 3G, 4G, 5G...) and so on.

Continuing to refer to FIG. 2, the system function block diagram of the application program 20 according to the embodiment of the present invention includes: a financial statement module 22, a condition selection module 24 and a data screening module 26. The illustration only lists a comparison with the present invention. The core modules related to the preferred embodiment are omitted and not depicted, for example Such as: login verification module, quotation module, self-selected stock module, news module, etc.

The financial statement module 22 is used to connect with a remote server (eg, a quotation server, a financial data server or a financial statement database) and download the financial statements of the company (ie, the first selected company), and, The financial statement view is generated based on the financial statements of the company (the first selected company). The data presentation method of the financial statement view 28 is based on a company to present the financial statements of each company. In some embodiments, the financial statement view 28 of each company is further divided into a balance sheet, a profit and loss statement, and a cash flow statement. The report view 28 presents each report information in a plurality of tabs (Tabs), as shown in Figures 3A and 3B; in some embodiments, the financial report view 28 of each company presents a complete financial report (ie, A comprehensive report integrating the above three tables, not shown). In some embodiments, the financial statement view displays the company's financial statements in a chart (as shown in Figure 3B, a bar chart representing EPS for each quarter), such as a bar chart, a pie chart (Pie Chart), Line Chart (Line Chart), Histogram (Histogram), or other charts that can be used to display financial statements.

The condition selection module 24 is used for receiving an instruction for selecting financial values to obtain a first financial item corresponding to the first selected financial value, and for receiving a condition generating instruction to generate the first financial item and the first selected financial value into a first financial condition , and, sending the first financial condition to the data screening module 26 to screen stocks that meet the first financial condition. In some embodiments, the financial statement view is displayed in data (ie, numeric value) type. When the selected financial value command acts on the data (ie, the selected financial value command is generated when the user clicks on the value), the conditional selection module 24 The "selected financial value" and the corresponding "financial item" can be directly obtained; in some embodiments, the financial statement view is displayed in a chart type. When the selected financial value command is applied to the chart, the conditional selection module 24 is based on the chart. selected coordinates (that is, when the user clicks on the coordinates on the chart, the selection is made Financial value instruction) converts and generates the selected financial value and the corresponding financial item by reverse engineering. In some embodiments, it further includes: receiving an instruction for selecting a company, and generating the "selecting a company instruction" is when the user clicks the left and right buttons in the financial statement view 28 (eg, the triangles on the left and right sides of "TSMC" in Figure 3A) button); in some embodiments, the "select company order" is generated when the user searches for a stock name or stock code and then clicks on the search result. The present invention does not require the user to understand the meanings represented by each financial value (that is, the user does not need to have a special concept of the numbers), and the user only needs to select a "good company" (for example, a model student or industry in the stock market) benchmarks in ) to refer to its financial values. The "good company" selected by the user is referred to as the first selected company ("the company selected by the user") in this specification. "Good company" takes the selection of its financial value as the filter condition, so there can be "the first selected company", "the second selected company", "the third selected company"...etc. For example, the user can select the gross profit margin of "TSMC" in a certain quarter (due to the news report that "TSMC" has a high gross profit margin), and the net cash flow of "Hon Hai" (due to the news report that the cash flow of "Hon Hai" is sound), to combine Generates criteria for screening stocks. All financial values in the financial statement view 28 of the present invention are available for the user to click (to generate a command for selecting financial values), and the selected financial value 32 (as shown in Figure 4) is called "the first selected financial value" , "Second selected financial value", "Third selected financial value"…. In some embodiments, the selected financial value 32 is displayed with a highlight effect, in some embodiments, the value is marked with a different color, and in some embodiments, it is displayed with a different background color, and the legend is shown with a comparison. Large font and underline indicate the selected financial value.

In some embodiments, the financial statement module 22 is integrated with the conditional selection module 24 The same module is responsible for processing all the work of the above two modules; in some embodiments, the conditional selection module 24 is a sub module (Sub Module) of the financial statement module 22, and the difference between the two Or slightly different from the above, but the overall work scope of the two is still the same as the above, for example: the generation condition button 30 in the financial report view 28 is handled by the financial report module 22 .

The data screening module 26 is used for comparing the received first financial condition with the financial statement database to screen out the matching target (ie, company). In some embodiments, the data screening module 26 is set on the server side ; In some embodiments, the data screening module 26 is disposed on the device side.

Referring to FIG. 3A , a schematic diagram of the screen 16 of the data type financial statement view 28 according to the first embodiment of the present invention illustrates the graphical user interface of the application program 20 displayed on the screen 16 according to the first embodiment of the present invention. The drawings in this specification are illustrated by taking the screen pattern of a smartphone as an example. The present invention is not limited to being used in a smartphone. The present invention can also be used in a desktop computer, a notebook computer, a tablet computer, a handheld computer Stock machines, personal digital assistants, smart TVs...and more. In this embodiment, a smart phone (device 10 for simple stock selection based on financial conditions) displays the financial statement view 28 of the data type. The illustration shows that the user can click the triangle buttons on the left and right sides of "TSMC" at the top of the view to switch to other stocks in the stock selection list. When the user clicks the triangle button to switch the stock selection, the company selection command will be generated. The user can select any financial value in the financial statement view 28 by clicking. Since no financial value has been selected in the legend, the generation condition button 30 in the upper right corner of the view is displayed in gray (Grayed Out, ie, Disabled). Each financial value in the table has a corresponding financial item and time (that is, quarterly). The present invention allows the user to select a specific A certain financial value of the company, and then the financial value corresponding to the financial value 32 will be selected The project portfolio generates financial conditions. This WYSIWYG selection method allows users to easily set the financial conditions to be filtered without being obsessed with numbers (that is, without having a special concept of financial numbers). "Companies" (model students in the stock market or benchmarks in the industry) should have "good" or even "excellent" financial numbers in their financial statements.

Referring to FIG. 3B , a schematic diagram of screen 16 of the financial statement view 28 of the second embodiment of the present invention is a bar graph (also known as a horizontal bar graph) representing the EPS of each quarter. In addition to being applicable to the financial statement view 28 of the first data type (as shown in Fig. 3A), the present invention can also be applied to the financial statement view of the second embodiment (as shown in Fig. 3B). The conditional selection module 24 of the example must add one more processing task, that is, when the selection financial value command is applied to the chart, the conditional selection module 24 selects the coordinates according to the selected coordinates of the chart (ie, the user clicks the coordinates on the chart) to Reverse engineering converts and generates selected financial values and corresponding financial items. For example: when the user clicks on the first bar graph in the upper part of the 3B graph (to generate a command for selecting financial values), the conditional selection module 24 performs reverse engineering conversion according to the selected coordinates on the graph (that is, to generate a graph raw data), the selected financial value (“10”) and the corresponding financial item (“EPS” in “3Q18”) can be obtained. The financial statement view 28 of the chart type in the second embodiment of the present invention is different from the financial statement view 28 of the data type in the first embodiment, only the type of data displayed on the view is different, and, in the operation of the second embodiment, when the selected financial value command acts on The condition selection module 24 needs to add an additional reverse engineering conversion when the chart is used. The remaining features and operations of the two embodiments are the same. Therefore, the following will continue to describe the first embodiment, and the second embodiment will not be described separately.

Referring to FIG. 4 , a schematic diagram (1) of a data type financial statement view 28 and a screen 16 of a selected financial value according to an embodiment of the present invention. The illustration shows that the user clicks on the data type After a financial value in the financial statement (generating the command for selecting financial value), the selected financial value 32 (the legend is "47.39") is marked with special effects (the legend is with a larger font and a bottom line). At this time, the condition selection module 24 selects the selected financial value 32 (this is called "the first selected financial value", the legend is "47.39") and the corresponding financial item (this is called "the first financial item", the legend is " Gross profit margin”) is stored in the memory 14. After the user selects a financial value, the state of the generation condition button 30 is changed to “clickable” (Enabled). If the user clicks the generation condition button 30, it will be as shown in FIG.

Referring to FIG. 5, a schematic diagram (1) of the screen 16 for generating stock selection conditions according to the first embodiment of the present invention, when the user selects at least one selected financial value 32, and clicks the generate condition button 30, the condition selection module 24 That is, the pop-up window 34 displays the financial condition (the "first financial condition") composed of the selected financial value 32 and the corresponding financial item for the user to confirm. Before confirming, the user can arbitrarily edit (click the edit button) the equal sign (ie, "equal to")/inequal sign (ie, "greater than", "less than") or financial value (not shown). The user clicks the confirmation button in the pop-up window 34 to generate a condition generation instruction, and the condition selection module 24 generates the first financial condition and transmits it to the data screening module 26 .

Referring to FIG. 6, a schematic diagram (2) of the screen 16 of the data type financial statement view 28 and the selected financial value 32 according to the first embodiment of the present invention. The illustration illustrates that the user has selected a plurality of selected financial values 32 (ie, the first selected financial value, the second selected financial value, the third selected financial value, and the fourth selected financial value) in the financial statement view 28 of TSMC. selected financial values), all selected financial values 32 and their corresponding financial items are stored in the memory 14 by the conditional selection module 24 . In some embodiments, the user can click the selected financial value 32 again to cancel Select the financial value; in some embodiments, the user can click the return button (as shown in the upper left corner of the figure) to cancel all the selected financial values 32, and then return to the financial statement view 28 to re-select the selected financial value. Select the financial value 32 ; in some embodiments, the present invention adds a cancel button (not shown) to cancel all the selected financial values 32 .

Referring to FIG. 7, a schematic diagram (2) of the screen 16 for generating stock selection conditions according to the first embodiment of the present invention, there are some financial conditions (ie, the first financial condition, the second financial condition, ... the eighth financial condition) displayed in the legend. is from financial statement view 28 in Figure 6, and another part is from financial conditions selected on different tabs (eg: balance sheet and cash flow statement, not shown), and possibly from Financial terms selected for Financial Statements view 28 of "Another Company" (the second selected company), not plotted. Since the conditional selection module 24 reads the selected financial value 32 and its corresponding financial item from the memory 14, the present invention does not have the restriction of cross-company, cross-view, or cross-tab, that is, the user Different companies and different financial statements can be combined arbitrarily to generate financial conditions for screening. In addition, the legend also illustrates that the condition selection module 24 of the present invention has automatic judgment in financial conditions, and automatically sets the financial condition screening direction of "greater than" (>), "equal to" (=) or "less than" (<). technical characteristics. For example: when the financial item is "quarterly gross profit margin", it is automatically set to "greater than" the selected financial value of 32; when the financial item is "price-earnings ratio", it is automatically set to "less than" the selected financial value of 32; when the financial item is When the "debt ratio" is automatically set to "less than" the selected financial value 32; when the financial item is "average collection days", it is automatically set to "less than" the selected financial value 32; when the financial item is "EPS", it is automatically set A financial value of 32...etc is chosen for "greater than". In addition, in some embodiments, the condition selection module 24 further provides an "edit" function (such as the edit button in Fig. 5 ), so that the user can change the financial condition filter such as the equal sign/inequality sign in the financial condition The setting of the selected direction, and even the size of the selected financial value 32 can be edited.

Referring to FIG. 8 , a schematic diagram (3) of the screen 16 of a data type financial statement view 28 and a selected financial value 32 according to an embodiment of the present invention. The legend illustrates that the user can also click on a specific quarter (selected quarter 36, when clicked, a specific quarter selection command will be generated), so that the data filtering module 26 can specify a specific quarter (selected quarter 36) when comparing the database. to filter stocks that meet the financial criteria for this particular quarter. Because some industries have obvious distinctions between low seasons and peak seasons, it can be clearly seen by specifying a specific quarter (for example, by matching better financial values with a specific low season quarter, companies that are “not weak in the off season” can be screened out. ).

Referring to FIG. 9 , a schematic diagram (3) of the screen 16 for generating stock selection conditions according to the first embodiment of the present invention is based on the financial conditions generated by the selected financial value 32 and the selected quarter 36 in FIG. 8 .

Referring to FIG. 10, an operation flowchart of an embodiment of the present invention is shown. The user uses the device 10 (such as a computer/smart phone/tablet computer/stock machine/smart TV) to execute the application 20, select a company's financial statement, and select the financial value in the financial statement view 28. Operation process, please Referring also to Figures 1, 2, 3A, 4, and 5, it includes:

Step S101 : Execute the application 20 of the present invention on the device 10 . The user executes the application 20 (ie, stock trading software, stock quotation software or investment stock selection software) of the present invention on the device 10 (eg, computer/smart phone/tablet computer/stock machine/smart TV).

Step S102: Establish a connection with the server. After the application 20 is executed, it is assumed that the user switches to the financial statement view 28 through a menu (not shown) operation, and triggers the financial statement module 22 and a remote server (for example, a quotation server, a financial data server or a financial statement) database) Wire.

Step S103: Download the company's financial statement from the server. After the connection with the server is established, in some embodiments, the financial statement module 22 downloads the respective financial statements of the plurality of companies from the server; in some embodiments, the financial statement module 22 is based on the default of the financial statement view 28 The company list (ie, the stock pick list) downloads the financial statements of one company at a time, for example: the order of the stock pick list If the first company is "TSMC" (ie, the default company in the financial statement view 28, select the company command That is "TSMC"), at this time, the financial statement module 22 first downloads the financial statements of "TSMC" (this is called the first selected company), and when the user switches other companies (generates the selected company command), it will automatically to download its financial statements. In some embodiments, the downloaded financial statement view 28 is subdivided into a balance sheet, a profit and loss statement, and a cash flow statement; in some embodiments, the downloaded financial statement is a complete financial statement (ie, a comprehensive report).

Step S104: Generate a financial statement view 28 according to the company's financial statement. After downloading the financial statements of the company (the first selected company), the financial statement module 22 generates a financial statement view 28 according to the downloaded financial statements, displaying multiple financial values of the first selected company, as shown in FIG. 3A .

Step S105 : Receive an instruction to select a financial value to obtain a first financial item corresponding to the first selected financial value. After the user clicks on a financial value (the command for selecting financial value is generated), as shown in Figure 4, the selected financial value 32 (the legend is "47.39") is marked with a special effect (the legend is with a larger font and a bottom line) , at this time, the condition selection module 24 selects the selected financial value 32 (this is called "the first selected financial value", the legend is "47.39") and the corresponding financial item (this is called "the first financial item", the legend is "Gross Margin") is stored in the memory 14 .

Step S106: Receive the condition generation instruction to generate the first financial item and the first selected financial value as the first financial condition. After the user selects a financial value, the status of the conditional generation button 30 is changed to "clickable". After the user clicks the conditional generation button 30, the condition selection module 24 displays the selected financial value 32 in a pop-up window 34. and the corresponding financial items are combined into financial conditions (this is called "first financial conditions") for the user to confirm, as shown in Figure 5, the user clicks the confirm button to generate the condition generation command, and the condition selection module 24, the first financial condition is generated (the legend is "quarterly gross profit margin> 47.39%").

Step S107: Send the first financial condition to the data screening module 26 for screening. After the user clicks the confirmation button, the condition selection module 24 transmits the first financial condition to the data screening module 26 to screen stocks that meet the first financial condition. In some embodiments, the data filtering module 26 is provided on the server side; in some embodiments, the data filtering module 26 is provided on the device side.

It will be understood that various embodiments of the present invention can be implemented by program instructions executed by a computer that perform each block of the flowchart illustrations, combinations of blocks in the flowchart illustrations, and steps in the various embodiments. The program instructions are provided to a processor to operate to produce a machine or to produce resources for hardware and software co-operation whereby, when executed on the processor, the instructions result in the execution of the actions specified in the flowchart blocks or components of technical effects. Different sets of program instructions may also cause at least some of the operation steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by each program instruction of an application may vary according to different embodiments. Furthermore, some of these steps may be performed on more than one processor, such as is the case in the apparatus of the present invention in which the microprocessor and peripheral interface processor cooperate. Furthermore, without departing from the scope or spirit of the invention, one of the flowcharts One or more blocks or combinations of blocks may also be performed concurrently with other blocks or combinations of blocks, or even in a different order than shown.

Accordingly, blocks of the flowcharts of the present invention support combinations of components for performing the specified actions or technical effects, combinations of steps for performing the specified actions or technical effects, and program instruction components for performing the specified actions or technical effects. It will also be understood that the specified acts or technical effects are performed by special purpose hardware systems or special purpose hardware and program instructions operating in conjunction to implement individual blocks of the flowcharts and combinations of blocks in the flowcharts of the present invention.

To sum up, the present invention proposes a simple stock selection technology based on financial conditions, which solves the problem in the prior art that "if the user is not familiar with financial aspects, the conditions cannot be easily set for stock selection", and the present invention allows the user to The selection of financial conditions by the method of "what you see is what you get" makes up for the inadequacy of the previous technology. By using the simple stock selection technology based on financial conditions of the present invention, the special technical effect of screening stocks by users with customized financial conditions can be achieved. Users can use the simple stock selection technology based on financial conditions of the present invention to achieve an intuitive and clickable way, regardless of whether it is a financial statement of data type or chart type, without knowing the financial knowledge. Easily set special technical features that can screen stocks by one or more financial criteria.

Although the technical content of the present invention has been disclosed above with preferred embodiments, it is not intended to limit the present invention. Any person who is familiar with the art, makes some changes and modifications without departing from the spirit of the present invention, should be included in the present invention. Therefore, the protection scope of the present invention should be determined by the scope of the appended patent application.

20: Apps

22: Financial Statement Module

24: Conditional selection module

26:Data filtering module

Claims (16)

A simple stock selection device based on financial conditions, the device comprises: a communication module for establishing an Internet network connection; a financial statement module for connecting with a server and downloading a first selected A financial statement of the company, and generating a financial statement view based on the financial statement of the first selected company, the financial statement view displaying a plurality of financial values of the first selected company; a conditional selection module, receiving from A user selects a plurality of selected financial value commands generated by clicking a plurality of selected financial values among the financial values to obtain a plurality of financial items corresponding to the selected financial values, the selected financial values and The corresponding financial items are all stored in a memory, and a generation condition button is generated and made clickable, and a condition generation instruction generated after the user clicks the generation condition button is received to generate the condition. These financial items and the selected financial values are generated into a plurality of financial conditions, and an editable stock selection condition screen is generated and popped up. The stock selection condition screen includes these financial conditions. When the user edits and clicks to confirm Then, the financial conditions are sent to a data filtering module for filtering; the memory is used to store an application program, the financial statements and the financial conditions, and the application program includes the financial statement module, the conditions a selection module and the data filtering module; a screen for displaying a graphical user interface of the application; one or more processors for connecting the memory to the screen and executing the application. The device for simple stock selection based on financial conditions as described in claim 1, wherein the financial statement view displays a plurality of financial values of a selected company in a chart type, and when the command for selecting financial values is applied to the chart, The conditional selection module is selected according to one of the charts The coordinates are taken to generate a selected financial value and a corresponding financial item, and the graph is selected from: a bar graph, a pie graph, a line graph or a histogram. The device for simple stock selection based on financial conditions as described in claim 1, wherein the condition selection module further comprises: receiving an instruction to select a company to download and display a plurality of financial values of a second selected company, and receiving the selection Financial value command to obtain a second financial item corresponding to a second selected financial value, combine the second financial item and the second selected financial value to form a second financial condition, and transmit the first financial condition and the second financial condition to the data screening module for screening. The device for simple stock selection based on financial conditions as described in claim 1, wherein the condition selection module further comprises: receiving a specific quarter selection command to designate a specific quarter. The device for simple stock selection based on financial conditions as claimed in claim 3, wherein the data screening module further comprises: comparing a financial statement database with the first financial condition and the second financial condition to filter out a matching target. The device for simple stock selection based on financial conditions as described in claim 4, wherein the data screening module further comprises: comparing a financial statement database with the first financial condition and the specific quarter to filter out a matching target. The device for simple stock selection based on financial conditions as described in claim 1, wherein the data screening module is set on the server side. The device for simple stock selection based on financial conditions as described in claim 1, wherein the data screening module is set on the device end. A simple method for stock selection based on financial conditions, applied to a device comprising a A communication module, a memory and a screen, the method comprises: establishing a connection with a server; downloading a financial statement of a first selected company; generating a financial statement according to the financial statement of the first selected company view, the financial statement view displays a plurality of financial values of the first selected company; receives a plurality of selected financial value commands generated by a user clicking on a plurality of selected financial values among the financial values to obtain The selected financial values and the corresponding plurality of financial items, the selected financial values and the corresponding financial items are all stored in the memory; generate a generation condition button and make it clickable; generate And pop up an editable stock selection condition screen, the stock selection condition screen includes the financial conditions; when the user edits and clicks to confirm, receive a condition generated after the user clicks the generation condition button The instruction generates the financial items and the selected financial values into a plurality of financial conditions; and sends the financial conditions to a data filtering module for filtering. The method for simple stock selection based on financial conditions as described in claim 9, further comprising: the financial statement view displays a plurality of financial values of a selected company in a graph, when the command for selecting financial values acts on the graph When , a selected financial value and a corresponding financial item are generated according to one of the selected coordinates of the graph, and the graph is selected from: a bar graph, a pie graph, a line graph or a histogram. The method for simple stock selection based on financial conditions as described in claim 9, further comprising: receiving an instruction to select a company to download the financial statement of a second selected company; according to the financial statement of the second selected company generating the financial statement view and displaying multiple financial values of the second selected company; receiving the selected financial value command to obtain a second selected financial value and a corresponding second financial item; combining the second financial value The item and the second selected financial value are generated as a second financial condition; and, the first financial condition and the second financial condition are sent to the data screening module for screening. The method for simple stock selection based on financial conditions as described in claim 9, further comprising: receiving a specific quarter selection instruction to designate a specific quarter. The method for simple stock selection based on financial conditions as described in claim 11, further comprising: the data screening module compares a financial statement database with the first financial condition and the second financial condition to filter out a matching target. The method for simple stock selection based on financial conditions as described in claim 12, further comprising: the data screening module compares a financial statement database with the first financial condition and the specific quarter to filter out a matching target. The method for simple stock selection based on financial conditions as claimed in claim 9, wherein the data screening module is set on the server side. The method for simple stock selection based on financial conditions as described in claim 9, wherein the information is screened The module is arranged on the device end.

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