TWI830437B - Device and method for a stock trading notepad with corresponding icons on a technical chart, computer program product and computer readable recording media - Google Patents

Abstract

This disclosure is related to a device and method for a notepad with corresponding icons/marks on a technical chart. User can store a memo of investment as well as stock trading detail information in the memo. And a memo icon representing the memo is marked at corresponding time-position on the time axis of the technical chart, as well as a trading icon representing the stock trading detail information is marked at corresponding price-position in the technical chart.

Description

Device, method and computer program for graphical annotation of stock trading information notebook products and computer-readable recording media

The present invention relates to a technology for recording stock transaction information, and in particular to a device and method for an image-based notebook to mark stock transaction information.

Many stock market investors have developed the habit of keeping accounts and writing down every stock transaction in their notebooks. Although transaction details records can be directly queried from existing stock trading software, conventional technology transaction details records do not allow investors to add their own notes or memoranda. Therefore, even some stock transaction notes overlap with the information in the software’s transaction details record (that is, some of the information recorded by investors can be easily queried in the software’s transaction details record, for example: Stock code, quantity, transaction price, transaction date, etc.), investors who have developed a habit will still insist on recording it by hand in a notebook, and the recording method has evolved from the earliest paper and pen to the use of computers or mobile phones. Documentation software (such as: Notepad, Word, OneNote, Evernote...etc.). However, sometimes you may make an accidental mistake. You may see or press the wrong button or copy the wrong number of the transaction price or the wrong transaction price. A decimal point will distort the recorded transaction price data. In addition, when investors look up stock transaction notes, they will only see records of a bunch of numbers (such as dates, stock prices, number of transactions, etc.) without image comparison. Therefore, it is not easy to record these numbers immediately. Corresponds to the graphical stock price line chart (such as the Y-axis of the technical line chart) and the time axis (such as the X-axis of the technical line chart). However, the human brain can recognize/understand images faster than the recognition/understanding speed of a bunch of numbers. For example: two transactions of buying and selling a certain stock, the price difference between the two transactions (i.e. , profit and loss) compared to the stock price amplitude during that period, whether it is more or less, how long the two transaction dates are (how many trading days apart), it is not intuitive enough to immediately identify it from a pile of digital records, and it is not easy to know. The concept of price and time. That is to say, when stock trading notes are manually organized or generated using conventional technologies, in addition to the possibility of incorrect copying of transaction price data, there will also be problems with identification when checking previously recorded information due to the lack of graphical aids. Problems that are not intuitive enough (difficult to identify and understand the concepts of stock price and time), difficult to find corresponding transaction notes or transaction details.

Prior Technology 1, Republic of China Invention Patent Publication No. I765736 discloses a device and method for a modular stock information notebook. The method includes: the device receives a notebook generation instruction to generate a notebook view for recording an investment corresponding to a financial product. Notes; the device receives a template selection command to select a quotation template of the corresponding quotation module to generate a quotation window embedded in the notebook view; the device establishes a connection with a quotation server to receive a quotation message of the financial product; the The quotation template parses the quotation message and displays it in the quotation window; and the device receives a storage instruction to store the quotation message, the template selection instruction and the investment note. The previous technology solved the problem of "in the past, it was necessary to switch between two sets of software to record stock market investment notes, which was extremely inconvenient in operation" and "the stock market information (i.e., pictures) screened in the past could not be retrieved by computer using keywords." However, the previous technology still cannot meet the needs of users (i.e., investors) in that it cannot help users record stock market transaction notes in a more convenient and effective way to avoid mis-copying transactions. price data, and, use Investors need technology that can provide graphical auxiliary recording of transaction information so that it is easier to visually identify and understand the relationship between stock prices and time. Therefore, it is necessary to improve the conventional methods and use the resources of hardware and software to work together to propose a technology for image-based annotation of stock transaction information notebooks, provide stock market transaction recording functions in stock software, and add transaction price fool-proof input to avoid input Wrong transaction price data, and the stored stock market transaction details and transaction notes are supplemented by technical line charts to make up for the previous technical deficiencies.

In view of this, the present invention proposes a device, method, computer program product and computer-readable recording medium for graphical annotation of stock transaction information in a notebook, which provides a stock market transaction recording function in stock software to allow users to enter transactions quickly and accurately. Price data is used to record stock market transaction notes, and the stored stock market transaction information is supplemented by technical line charts. The image annotation of technical line charts can be used to intuitively and quickly identify stock price levels and timelines to facilitate information search.

The present invention proposes a device for graphical annotating stock transaction information in a notebook. The device includes: a communication module for establishing an Internet network connection; a quotation module for establishing a connection with a quotation server to receive A quotation message of a financial product, parsing the quotation message to generate a quotation view corresponding to the financial product, and generating a corresponding transaction details input window for a notebook module to call, and the transaction details input window reads the The transaction price of the quotation message; a technical line chart module, which generates a technical line chart based on the quotation message of the financial product; the notebook module, which receives a notebook generation instruction to generate a notebook view to record the corresponding financial product A transaction note, receiving a transaction details input command to display the transaction details input window corresponding to the quotation module in the notebook view, the transaction details input window is used to receive the selection of a purchase and sale type, the selection or input of the transaction price Enter and record a stock quantity as a transaction detail information, and receive a save instruction to save the transaction notes and transaction details. Information, the transaction note contains corresponding one to multiple transaction details, a note icon representing the transaction note is generated and marked at a corresponding time position on the time axis of the technical line chart, and a representation is generated A transaction icon of the transaction details information and marked on a corresponding price position in the technical line chart; a memory used to store an application, the quotation message, the transaction notes and the technical line chart, the application The program includes the quotation module, the technical line chart module and the notebook module; the screen is used to display the graphical user interface of the application; one or more processors are connected to the memory and the screen and Execute the application.

The present invention goes further. In some embodiments, the technical line chart is presented in a technical analysis view, and the technical analysis view is generated by the technical line chart module.

The present invention goes a step further. In some embodiments, the technical line drawing is presented in the notebook view.

The present invention goes further. In some embodiments, the transaction details input window further includes: the input of brokerage fee discount information; the transaction details information further includes the brokerage fee discount information.

The present invention goes further. In some embodiments, the transaction icon includes: a buy icon and a sell icon. The buy icon and the sell icon use two different colors to respectively represent buying. and sell to show the difference.

The present invention goes further. In some embodiments, the transaction icon marked on the corresponding price position of the technical line chart is further marked with: the transaction price and/or the stock quantity.

The present invention goes further. In some embodiments, after the note icon marked on the technical line chart is clicked, the corresponding transaction note is read and displayed in the notebook view.

The present invention goes further. In some embodiments, after the transaction icon marked on the technical line chart is clicked, the corresponding transaction notes are read and the corresponding transaction details are displayed with a highlight effect. Information in this notebook view.

The present invention goes further. In some embodiments, the application further includes: a transaction order module and a transaction report module. The transaction order module is used to send a transaction order to a transaction server; the transaction report The module is used to receive a transaction report sent by the transaction server; and, the notebook module further includes: receiving a transaction report import instruction to transfer the transaction price, the stock quantity and the transaction time included in the transaction report The information is directly added to the transaction note and becomes one of the transaction details.

The present invention also proposes a method for graphically marking a stock trading information notebook, which is applied to a device. The device includes a communication module, a memory and a screen. The method includes: the device receives a notebook generation command to generate a notebook. The notebook view is used to record transaction notes corresponding to a financial product; the device receives a transaction details input command to display a transaction details input window corresponding to the financial product in the notebook view; the device establishes a connection with a quotation server to Receive a quotation message of the financial product; the transaction details input window reads the transaction price of the quotation message; the transaction details input window receives the selection of a buy and sell category, the selection or input of the transaction price, and the input of a stock quantity. Recorded as a transaction detail information; the device receives a storage instruction to store the transaction note and the transaction detail information, and the transaction note contains one or more corresponding transaction detail information; a message is generated based on the quotation message of the financial product. Technical line chart; generate a note icon representing the transaction note and mark it on the corresponding time position on one of the timelines of the technical line chart; and generate a transaction icon representing the transaction detail information and mark it on the technical line chart. One of the line charts corresponds to the price position.

The present invention goes further. In some embodiments, the technical line chart is presented in a technical analysis view.

The present invention goes a step further. In some embodiments, the technical line drawing is presented in the notebook view.

The present invention goes further. In some embodiments, the transaction details input window further includes: the input of brokerage fee discount information; the transaction details information further includes the brokerage fee discount information.

The present invention goes further. In some embodiments, the transaction icon includes: a buy icon and a sell icon. The buy icon and the sell icon use two different colors to respectively represent buying. and sell to show the difference.

The present invention goes further. In some embodiments, the transaction icon marked on the corresponding price position of the technical line chart is further marked with: the transaction price and/or the stock quantity.

The present invention goes further. In some embodiments, the method further includes: after the note icon marked on the technical line chart is clicked, reading the corresponding transaction note and displaying it in the notebook view.

The present invention goes further. In some embodiments, the method further includes: after the transaction icon marked on the technical line chart is clicked, read the corresponding transaction notes and display the corresponding transaction with a highlight effect. Detailed information is in this notebook view.

The present invention goes further. In some embodiments, the method further includes: transmitting a transaction order to a transaction server; receiving a transaction report sent by the transaction server; receiving a transaction report import instruction to transfer the transaction. The transaction price, stock quantity and transaction time information contained in the report are directly added to the transaction note and become one of the transaction details.

The invention also proposes a computer program product, which is installed in a device having a processor, a memory and a screen. The computer program product is stored in the memory and can be run on the processor. The processor executes the computer The program product implements the steps of the above method of graphically marking a stock trading information notebook.

The invention also proposes a computer-readable recording medium on which a computer program is stored. When the computer program is executed by the processor, it implements the steps of the above method of graphically marking a stock trading information notebook.

The detailed features and advantages of the present invention are described in detail below in the implementation mode. The content is sufficient to enable anyone skilled in the relevant art to understand the technical content of the present invention and implement it according to the content disclosed in this specification, the patent scope and the drawings. , anyone familiar with the relevant art can easily understand the relevant objectives and advantages of the present invention.

10: Device for graphical annotation of stock trading information notebook

12: Processor

14:Memory

16:Screen

18: Communication module

20:Application

22:Quotation module

24:Technical line chart module

26:Notebook module

28:Notebook view

30:Save button

32:Text input box

34:Create note button

36: Transaction details input button

38: Transaction details input window

40: Transaction details information

42: Technical line chart

44: Technical Analysis View

46: Note icon

48:Buy icon

50:Sell icon

52: Transaction order module

54: Transaction report module

Figure 1 is a system functional block diagram of a device according to an embodiment of the present invention; Figure 2 is a system functional block diagram of an application program according to an embodiment of the present invention; Figure 3 is a system functional block diagram of an application program according to another embodiment of the present invention; Figure 4 is a schematic screen view (1) of a notebook view according to an embodiment of the present invention; Figure 5 is a schematic screen view (2) of a notebook view according to an embodiment of the present invention; Figure 6 is a screen view (2) of a notebook view according to an embodiment of the present invention. Screen schematic diagram (3); Figure 7 is a screen schematic diagram of a technical analysis view of an embodiment of the present invention; Figure 8 is an enlarged schematic diagram of a technical line diagram of an embodiment of the present invention; Figure 9 is a notebook of an embodiment of the present invention Figure 10 is a schematic screen view of the notebook view (V) according to an embodiment of the present invention; and Figure 11 is an operation flow chart of an embodiment of the present invention.

The present invention is applicable to, but is not limited to, Personal Computer/Mac Computer, Laptop/Notebook/Portable Computer, Smart TV, Smartphone, Tablet PC, Hand-Held Stock Quoting Device, Personal Digital Assistant (PDA), etc., any device equipped with a screen and capable of executing the application program of the present invention (i.e., stock quotation software or stock trading software) can be used. Device and method of the present invention.

Referring to Figures 1 and 2, the system functional block diagram of the device 10 and the application program 20 of the graphical stock trading information notebook of the present invention are shown. The illustrations only list those related to a preferred embodiment of the present invention. The core module, the other modules are omitted and not depicted. The application program 20 is executed on the device 10 of the graphical annotation stock trading information notebook of the present invention. In one embodiment of the present invention, the device 10 of the graphic annotation stock trading information notebook of the present invention includes: one or more processors 12, memory 14, screen 16 and communication module 18. Among them, the memory 14 stores an application program 20 (i.e., stock quotation software or stock trading software); 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. Group: quotation module 22, technical line diagram module 24 and notebook module 26; screen 16 is used to display the graphical user interface (GUI) of the application 20; communication module 18 is used to establish an Internet network connection, Such as: wired broadband, WLAN (Wi-Fi, etc.), mobile communication networks (such as 3G, 4G, 5G...), etc.

Continuing to refer to Figure 2, the system function block diagram of the application program 20 according to the embodiment of the present invention includes: a quotation module 22, a technical line diagram module 24 and a notebook module 26. The figure only lists the best ones according to the present invention. The core modules related to the embodiment are omitted and not depicted, such as: self-selected quotation module, international financial module, financial news module, alert setting module, trading module, accounting module, etc. group.

The quotation module 22 is used to establish a connection with the quotation server to receive the quotation message of the financial product, parse the quotation message to generate a quotation view corresponding to the financial product, and generate the corresponding transaction details input window 38 for the notebook module Call 26, and the transaction details input window 38 reads the transaction price of the quotation message (Figure 5). The quotation module 22 establishes a connection with the quotation server through the communication module 18 to receive quotation messages of financial products. The so-called quotation messages are quotation data, which are encapsulated in a message format that conforms to the customization of the quotation server, and the message The format defines the number of fields, field length, field attributes, encoding, transmission sequence number, check code, etc. in the message. The quotation module 22 parses the received quotation message according to the definition of each field in the message format, and then generates a quotation view of the corresponding financial product based on the parsed quotation data (for example: individual stock quotation view, self-selected stock quotation view, not shown) (shown), the quotation message received by the quotation module 22 is temporarily stored in the memory 14. In addition, the quotation module 22 will also generate a transaction details input window corresponding to the financial product for the notebook module 26 to call. The so-called "transaction details input window corresponding to the financial product" means that the transaction details input window 38 specifically corresponds to a specific financial products to facilitate users to view the transaction prices of their quotation messages. For example: "The transaction details input window corresponding to TSMC (stock code 2330)" reads the quotation message of TSMC in the memory 14 to extract the transaction price. Since this technical feature is to directly read the quotation message of the corresponding financial product And extract the transaction price. Therefore, when the user inputs the transaction price of the transaction details information through the transaction details input window 38, whether it is "entering the price with the keyboard", "bringing the current transaction price with the keys" or "bringing the transaction price with the drop-down menu" All have fool-proof input functions. The transaction details input window 38 checks whether the transaction price data input or selected by the user is the transaction price of the quotation message of the corresponding financial product, which can prevent the user from inputting "non-existent transaction price" (for example: Enter incorrect data (not in the current transaction price record) to prevent the problem of incorrect input of transaction price data. In some embodiments, the quotation module 22 is a parent category program that is responsible for processing real-time quotation messages, and the transaction details input window 38 is a sub-category program that inherits the quotation module 22 and is responsible for processing non-real-time quotation messages. Therefore, the transaction details input window 38 also has the function of reading the quotation message and parsing (extracting the transaction price therein) through different modes. The components process real-time and non-real-time quotation messages separately to ensure the execution efficiency of real-time quotation information.

The technical line chart module 24 generates technical line charts based on the quotation messages of financial products. The technical line chart module 24 reads the quotation message of the financial product in the memory 14 and generates the technical line chart 42 accordingly (for example: K-line chart, American line chart or 60-minute line/daily line/weekly line of the line chart). In some embodiments, the technical line chart 42 is presented in the technical analysis view 44, as shown in Figure 7; in some embodiments, the technical line chart 42 is presented in the notebook view 28, as shown in Figure 9 or 10 shown.

The notebook module 26 receives the notebook generation instruction to generate the notebook view 28 to record transaction notes of the corresponding financial product, and receives the transaction details input instruction to display (i.e., call) the transaction details input window 38 of the corresponding financial product quotation module in the notebook. View 28 (as shown in Figure 5). The notebook module 26 receives the selection of the trade type, the selection or input of the transaction price and the input of the stock quantity through the transaction details input window 38 and records them as the transaction details information 40 , and receives the storage instruction to store the transaction notes and transaction details information 40 . The transaction notes contain corresponding one to multiple transaction detail information 40, and include note icons 46 representing the transaction notes and are marked at corresponding time positions on the timeline of the technical line chart 42, and also include representative transaction detail information 40 The trading icon is marked on the corresponding price position of the technical line chart 42. The user selects the "Create Note" menu item (not shown) through the menu operation in the individual stock information of the application 20 or clicks the Create Note button 34 (as shown in Figure 4) to generate a "Notebook Generation Instruction" corresponding to the financial product. ", for example, the create note button 34 in Figure 4 is the "note tab" displayed in the individual stock information of "TSMC". Therefore, its "notebook generation command" corresponds to "TSMC" (that is, all transaction details recorded in this transaction note are TSMC's information). After receiving the notebook generation instruction, the notebook module 26 generates notes This view 28 is displayed on the screen 16 to allow the user to record transaction notes of the corresponding financial product. After creating a transaction note for a specific financial product, the user can enter the title (to facilitate future search by title), the note content (entered in the text input box 32), and the transaction details information corresponding to the financial product. In some embodiments, the user presses the transaction details input button 36 (that is, generates a transaction details input instruction) to call the transaction details input window 38 corresponding to the financial product; in some embodiments, the user presses the "swipe up" operation to call the transaction details input window 38 corresponding to the financial product. The transaction details input window 38 corresponding to the financial product can be called by clicking "Transaction details input icon" (not shown, a transaction details input command is also generated). The transaction details input window 38 is used to receive the selection of the transaction type (buy/sell), the selection of the transaction price (such as selection by buttons or drop-down menus) or direct manual input and the input of the stock quantity. After the input is completed, Recorded as transaction details 40. In some embodiments, the input of transaction detail information may also include information on the broker's handling fee discount (which may be stored in a default manner). When the user presses the save button 30 (that is, a save command is generated), the notebook module 26 receives the save command and stores the transaction notes and corresponding transaction detail information 40 to the memory 14 . In some embodiments, the storage instruction is to upload the transaction notes and corresponding transaction detail information 40 to cloud storage. While storing, the notebook module 26 also generates a note icon 46 representing the transaction note and marks the corresponding time position on the time axis (ie, X-axis) of the technical line chart 42, and generates a note icon 46 representing the transaction details information 40. The trading diagram (in order to distinguish the buying and selling of the trading diagram, in some embodiments, is subdivided into a buying diagram 48 and a selling diagram 50) and is marked on the corresponding line diagram in the technical line diagram 42 (for example, : Represents the corresponding price position of the K-line bar or American line on the trading day. In some embodiments, in order to allow the user to more clearly understand the transaction price and stock quantity represented by each transaction icon (ie, the buy icon 48 and the sell icon 50), the notebook module 26 The transaction price and number of shares are also marked next to the image. In some embodiments, the buying icon and the selling icon of the trading icon use two different colors to represent buying and selling respectively, to show the distinction, for example: in a transaction where red represents an increase and green represents a decrease. In the market, the buying icon can be marked in red, and the selling chart can be marked in green. Show. In some embodiments, after the note icon 46 marked on the technical line chart 42 is clicked, the notebook module 26 reads the corresponding transaction note and displays it in the notebook view 28 for the user to view or edit. In some embodiments, after the trading icons (buy icon 48 and sell icon 50) marked on the technical chart 42 are clicked, the notebook module 26 reads the corresponding transaction notes and displays them in highlight (Highlight). ) effect displays the corresponding transaction detail information 40 in the notebook view 28.

Refer to Figure 3, which is a system functional block diagram of the application program 20 according to another embodiment of the present invention. In this embodiment, in addition to all the modules in the embodiment in Figure 2, the application program 20 further includes: a transaction commission module 52 and transaction reporting module 54. The transaction order module 52 is used to send the transaction order to the transaction server, and the transaction report module 54 is used to receive the transaction report sent by the transaction server (the transaction report corresponding to the transaction order). In this embodiment, the notebook module 26 further includes: receiving a transaction report import instruction to directly add the transaction price, stock quantity and transaction time information included in the transaction report to the transaction notebook as one of the transaction details 40 . The transaction report import command is generated when the user clicks the "import button" (not shown) in the transaction report, or when the user clicks the "transaction report import button" (not shown) in the notebook view 28 out). This invention directly imports the transaction details information from the transaction return to the transaction notes, which not only saves the user's time in inputting the transaction details information, improves work efficiency, but also greatly reduces the occurrence of errors in manual data input.

Referring to Figure 4, a schematic diagram (1) of the screen 16 of the notebook view 28 according to an embodiment of the present invention illustrates the application 20 (i.e., stock quotation software, stock trading software) displayed on the screen 16 according to a preferred embodiment of the present invention. software or stock picking software) graphical user interface. The drawings of this embodiment take the screen style of a smart phone as an example. The present invention is not limited to smart phones. The present invention can also be used in personal computers, notebook computers, tablet computers, and handheld stock machines. , personal digital assistants, smart TVs...etc. This embodiment is a smart phone (graphic notebook with stock trading information). Device 10) displays the notebook view 28 of the present invention. In order to create a new transaction note corresponding to a certain financial product in the application 20, the user can perform the following actions: The legend is located on the "Notes tab" in the "Stock Information" of the financial product (such as "TSMC" in the legend) ", when the user clicks the create note button 34, a "notebook generation instruction" corresponding to the financial product is generated; the notebook module 26 receives the notebook generation instruction and generates a notebook view 28, which in some embodiments can be operated by "menu" (also Generate notebook generation instructions, not shown). The notebook view 28 of the legend includes: "sliding button" (used to browse other transaction notes), create note button 34, cancel button, save button 30, title, note content (entered in the text input box 32) and transaction details input Button 36 (press it to generate a transaction details input command for inputting transaction details information). In some embodiments, the user presses the "sliding button" (the button marked with a "<" symbol in the illustration) or directly slides left/right in the space between the "sliding button" and the create note button 34. You can browse other transaction notes (the legend shows another transaction note with the date "12/1" and the title "Metaverse Explosion"), and click on one of the transaction notes to edit it.

Refer to Figure 5, which is a schematic diagram (2) of the screen 16 of the notebook view 28 according to an embodiment of the present invention. The illustration shows that after the user presses the transaction details input button 36 in Figure 4 (generating a transaction details input command), the notebook module 26 calls the transaction details input window 38 corresponding to the financial product (the illustration is "TSMC") to input the transaction. Detailed information 40. The transaction details input window 38 is used to receive the selection of the transaction type (buy/sell), the selection of the transaction price (such as selection by buttons or drop-down menus) or direct manual input and the input of the stock quantity. After the input is completed, Recorded as transaction details 40. In some embodiments, the input content of the transaction details information may also include information on the brokerage fee discount (which may be stored in a default manner). When the user clicks on the "right arrow" icon in the legend, the transaction details information 40 can be added (Note: The "right arrow" icon in the legend is displayed in reverse gray, which means that the data has not been entered yet. Complete and cannot proceed to the next step).

Referring to Figure 6, a schematic diagram (3) of the screen 16 of the notebook view 28 according to an embodiment of the present invention is shown. This illustration assumes that the user has added a new transaction of "Buy, transaction price 510" in the transaction details input window 38 in Figure 5. , the number of shares is 3,000 shares" transaction details information 40. In some embodiments, if the user wants to edit the existing transaction details information 40, he can directly click on the transaction details information 40 and use the transaction details input window 38 to edit as shown in Figure 5, or, as shown in the legend, "Delete button" (the "x" icon on the far right of the transaction details information 40), you can also add a new transaction after deletion. After the user inputs data and transaction details in the notebook view 28, and finally presses the save button 30 (generating a save command), the notebook module 26 will store the transaction note in the memory 14, and each transaction note can correspond to One to multiple transaction details 40, you can then edit the transaction notes at will, and add/delete/modify the transaction details.

Referring to Figure 7, a schematic diagram of the screen 16 of the technical analysis view 44 according to an embodiment of the present invention is shown. The illustration illustrates that after the user presses the save button 30 in Figure 6, the notebook module 26 also performs the corresponding transaction according to Figure 6. The information generates a note icon 46 representing the transaction note and marks the corresponding time position on the time axis (i.e., X-axis) of the technical chart 42, and generates a transaction icon (buy icon 48) representing the transaction detail information 40 and sell icon 50) and mark the transaction information on the corresponding price position of the corresponding line chart in the technical chart 42 (this example is the daily K-line bar).

Refer to Figure 8, which is an enlarged schematic diagram of the technical line diagram 42 of an embodiment of the present invention. For the convenience of explanation, the block shown in the dotted box in the legend is partially enlarged in the technical line diagram 42 of Figure 7 to clearly display the buying chart. The indicator indicates 48 and sell indicator 50 with K-line bar, transaction price and stock quantity information. Among them, the note icon 46 is marked on the corresponding time position on the time axis of the technical line chart 42. For example, "12/17 My Trading Notes" is marked on the "12/17" position on the time axis of the technical line chart 42. , the "12/17 My Transaction Notes" contains a transaction detail information 40 (see the legend in Figure 6), therefore, the buy icon 48 is marked on the "12/17 K-line The corresponding price position of "Bar" (the illustration uses an upward triangle symbol as the buying icon 48, and the position pointed by the top of the buying icon 48 corresponds to the "510 price"), and "510" is marked below it. "represents the transaction price, and "3" represents the number of shares. In addition, the legend also shows the transaction note of "12/1" (see the legend of Figure 6, the title is "Metaverse Explosion") and what it contains Two transaction details (the buy icon 48 indicating the transaction price of "478" and the number of "10" stocks, and the sell icon 50 indicating the transaction price of "485" and the number of stocks "8").

Referring to Figure 9, a schematic diagram (4) of the screen 16 of the notebook view 28 according to an embodiment of the present invention is shown. Compared with the embodiment of Figure 7, the technical line diagram 42 marked with a note icon 46 and a transaction icon is illustrated. Presented in the technical analysis view 44 , in this embodiment, the technical line chart 42 marked with the note icon 46 and the transaction icon is presented in the notebook view 28 .

Refer to Figure 10, which is a schematic diagram (5) of the screen 16 of the notebook view 28 according to an embodiment of the present invention. The illustration illustrates that in this embodiment, when the user clicks on a certain trading icon (buy chart) in the technical line chart 42 48 and sell icon 50), the corresponding note icon 46 will be presented with a highlight effect, and the transaction details information 40 corresponding to the clicked transaction icon will also be presented with a highlight effect. The illustration assumes that the user clicks on the sell icon 50 in the technical line chart 42 (i.e., the black inverted triangle symbol with "485, 8 pictures" marked on it), and the corresponding "12/1" note icon 46 That is, it is presented with a reverse white effect (ie, a black diamond symbol). In some embodiments, if the user first clicks on a certain note icon 46 in the technical chart 42, the clicked note icon 46 will be displayed in a highlight effect, and its corresponding transaction icon and transaction details will be displayed. The information 40 will also be presented with a highlight effect so that the user can clearly identify the transaction icon and transaction detail information 40 included in a certain note icon 46 . It can be clearly seen from the illustration that the present invention uses graphical annotation (that is, the technical line chart 42 is marked with a transaction icon and a note icon 46) to make the data in the stock trading information notebook easier to identify and understand. For example: the user selects the buy icon 48 and the sell icon from the technical chart 42. Figure 50 can easily see how many K-lines the difference is between the two (that is, how many trading days the difference is), or the price difference between the buying and selling transaction prices in the technical line chart 42 is compared with the period In terms of stock price amplitude over time, whether it is more or less...etc. In other words, using technical line charts plus image annotation technology to record transaction notes can help users more easily identify and understand the concepts of stock price and time, and make it easier to find corresponding transaction notes or transaction details. Since the illustration is drawn in grayscale colors and cannot represent the colors on the actual screen, here is a brief explanation with text. For example: the sell icon 50 marked in black in the legend can be replaced by green on the actual screen. When displayed in reverse effect, it is marked blue, while the buy icon 48 marked in white in the legend can be replaced by green on the actual screen. The screen 16 image can be replaced with red, and when displayed in reverse video, it is also marked with blue. As for the note icon 46 marked in white in the legend, it is also marked in white on the actual screen 16. When displayed in reverse effect, it is also marked in blue. The color display of the above icon is only for illustration and not for practical use. Color coded in limiting examples.

Refer to Figure 11, which is an operation flow chart of an embodiment of the present invention. The user uses a mobile device (such as a smart phone/tablet computer/stock machine) to execute the application 20 to record a transaction detail information corresponding to a certain financial product into the transaction note. Please refer to Figure 1, Figure 2, Figure 4, Figure 5 and Figure 6 for the operation process, which includes:

Step S101: Execute the application program 20 of the present invention on the device 10. The user executes the application 20 (stock quotation software, stock trading software or stock picking software) of the present invention on a mobile device (such as a smart phone/tablet computer/stock machine). This illustration example is not intended to limit the application of the present invention to mobile devices. The present invention can also be applied to personal computers, notebook computers, smart TVs, etc. In some embodiments, when performing step S101, the user needs to perform a login verification operation with an account and password. Before this, the communication module 18 must first establish an Internet network connection.

Step S102: Receive a notebook generation instruction to generate a notebook view 28 for recording transaction notes of a certain financial product. In order to record the transaction notes of a certain financial product, the user selects the "Create Note" menu item (not shown) through the menu operation in the individual stock information of the application 20 or clicks the "Create Note" button 34 to generate the "Create Note" of the corresponding financial product. "Notebook generation command", the notebook module 26 of the device 10 receives the notebook generation command and generates a notebook view 28. As shown in Figure 4, the notebook view 28 is used to record transaction notes of corresponding financial products. The create note button 34 in the illustration is the "note tab" displayed in the stock information of "TSMC", so its "notebook generation command" corresponds to "TSMC".

Step S103: Receive the transaction details input command to display the transaction details input window 38 of the corresponding financial product in the notebook view 28. The user presses the transaction details input button 36 (that is, generates a transaction details input command) to call the transaction details input window 38 corresponding to "TSMC". The transaction details input window 38 is generated by the quotation module 22 . As shown in Figure 5.

Step S104: Establish a connection with the quotation server to receive quotation messages of financial products. After the previous step is executed, the quotation module 22 establishes a connection with the quotation server to receive the "TSMC" quotation message, and the received quotation message is stored in the memory 14 by the quotation module 22 .

Step S105: The transaction details input window 38 reads the transaction price of the financial product quotation message. The transaction details input window 38 corresponding to "TSMC" reads the quotation message of "TSMC" in the memory 14 to extract the transaction price therein.

Step S106: The transaction details input window 38 receives the selection of the purchase and sale type, the selection or input of the transaction price, and the input of the stock quantity and records them as the transaction details information 40. The notebook module 26 receives the selection of the transaction type (buy/sell), the selection of the transaction price (for example, selecting by buttons or a drop-down menu) or the direct manual input and the input of the stock quantity through the transaction details input window 38 . Among them, when the user inputs the transaction price of the transaction details information 40 through the transaction details input window 38, whether it is "inputting with the keyboard" Price", "bring in the current transaction price with the button" or "bring in the transaction price with the drop-down menu" all have fool-proof input functions. The transaction details input window 38 checks whether the transaction price data input or selected by the user is the corresponding "TSMC "The transaction price of the quotation message. After the transaction details information 40 is input, it is added to the (attribution) transaction note, as shown in Figure 6.

Step S107: Receive a storage instruction to store transaction notes and transaction detail information 40. When the user presses the save button 30 (that is, a save command is generated), the notebook module 26 receives the save command and stores the transaction notes and corresponding transaction detail information 40 to the memory 14 . In some embodiments, the storage instruction is to upload the transaction notes and corresponding transaction detail information 40 to cloud storage.

Step S108: Generate the technical line chart 42 based on the quotation message of the financial product. The technical line chart module 24 reads the quotation message of the financial product in the memory 14 and generates the technical line chart 42 accordingly (for example: K-line chart, American line chart or 60-minute line/daily line/weekly line of the line chart).

Step S109: Generate a note icon 46 representing the transaction note and mark the corresponding time position on the timeline of the technical line chart 42. The notebook module 26 generates the note icon 46 representing the transaction note and marks it on the corresponding time position of the timeline of the technical line chart 42 (taking the daily line as an example, the date generated by the transaction note is the same as the date marked on the note icon 46 The date of technical chart 42 is the same day). In some embodiments, while step S107 is storing, step S108, step S109 and step S110 are performed simultaneously.

Step S110: Generate a transaction icon representing the transaction details information and mark the corresponding price position in the technical line chart 42. The notebook module 26 generates a transaction diagram representing the transaction details information 40 and marks the corresponding price position of the corresponding line diagram (for example, the K-line bar or the American line representing the trading day) in the technical line diagram 42 .

It will be understood from the various embodiments of the present invention that program instructions executed by a computer may perform various blocks in the flowcharts, combinations of blocks in the flowcharts, and the steps in the various embodiments. wait Program instructions provide resources for a processor to operate to produce a machine or to produce a cooperative operation of hardware and software, whereby when executed on the processor, the instructions will produce actions or technical effects specified in the flowchart blocks. of components. Different sets of program instructions may also cause at least some of the operational steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by each program instruction of an application may differ according to different embodiments. Furthermore, some of these steps may also be performed on more than one processor, such as in the case of the device of the present invention where the microprocessor and peripheral interface processor cooperate. In addition, one or more blocks or combinations of blocks in the flowcharts may be performed concurrently with other blocks or combinations of blocks, or even in an order different from that shown, without departing from the scope or spirit of the invention. .

Therefore, the blocks of the flowchart of the present invention support combinations of components for performing specified actions or technical effects, combinations of steps for performing specified actions or technical effects, and program instruction components for performing specified actions or technical effects. It can also be understood that these specified actions or technical effects are performed by special-purpose hardware systems or special-purpose hardware and program instructions that work together to execute each block of the flowchart of the present invention and the block combination of the flowchart.

To sum up, the present invention proposes a technology for graphical annotation of stock transaction information notebooks, which solves the problems of the previous technology that “the transaction price data may be mistakenly copied” and “the lack of graphical assistance makes it difficult to find the corresponding "Transaction details information", the present invention can assist users to quickly find corresponding transaction notes or transaction details information using technical line diagrams and image annotations, making up for the shortcomings of previous technologies. Furthermore, because the present invention effectively integrates transaction details and technical line chart technology, users can more intuitively identify and understand the special technical effects of stock price and time concepts while viewing the stock trading information display of a certain financial product. . The above multiple special technical effects are all due to the fact that the present invention effectively integrates notebook functions, transaction details and technical line chart annotation display functions, which cannot be specifically realized by any previous technology.

Although the technical content of the present invention has been disclosed above in the form of preferred embodiments, it is not intended to limit the present invention. Any slight changes and modifications made by anyone skilled in the art without departing from the spirit of the present invention should be covered by the present invention. Within the scope of the present invention, the protection scope of the present invention shall be subject to the scope of the appended patent application.

20:Application

22:Quotation module

24:Technical line chart module

26:Notebook module

Claims (15)

A device for marking a stock trading information notebook in an image format. The device includes: a communication module for establishing an Internet network connection; a quotation module for establishing a connection with a quotation server to receive a financial product A quotation message, parsing the quotation message to generate a quotation view corresponding to the financial product, and generating a corresponding transaction details input window for a notebook module to call, and the transaction details input window reads the quotation message a transaction price; a technical line chart module, which generates a technical line chart based on the quotation message of the financial product; the notebook module, which receives a notebook generation instruction to generate a notebook view to record a transaction corresponding to the financial product Note, receiving a transaction details input command to display the transaction details input window corresponding to the quotation module in the notebook view, the notebook module receives a selection of a buy and sell type, a selection of the transaction price, or through the transaction details input window. Input and record a stock quantity as a transaction detail information, receive a save instruction to store the transaction note and the transaction detail information, the transaction note contains one or more corresponding transaction details information, the notebook module Generate a note icon representing the transaction note and mark it on a corresponding time position on the time axis of the technical line chart, and generate a transaction icon representing the transaction detail information and mark it on the technical line chart. A corresponding price position; a memory used to store an application program, the quotation message, the transaction notes and the technical line chart, and the application program includes the quotation module, the technical line chart module and the notebook module ; A screen to display the graphical user interface of the application; one or more processors to connect the memory to the screen and execute the application. The device for graphically marking a stock trading information notebook as described in claim 1, wherein the technical line chart is presented in a technical analysis view or the notebook view. The device for graphically marking a stock transaction information notebook as described in claim 1, wherein the transaction icon includes: a buy icon and a sell icon, and the buy icon and the sell icon are usable Two different colors represent buying and selling respectively to show the difference. The device for graphically marking a stock trading information notebook as described in claim 1, wherein the trading icon marked at the corresponding price position of the technical line chart is further marked with: the transaction price and/or the stock quantity. The device for graphical annotating stock trading information notebook as described in claim 1, wherein after the note icon annotated on the technical line chart is clicked, the corresponding trading note is read and displayed in the notebook view. The device for graphical annotating stock trading information notebooks as described in claim 1, wherein after the trading icon annotated on the technical line chart is clicked, the corresponding trading notes are read and the corresponding trading notes are displayed with a highlight effect. The transaction details information is in the notebook view. A device for graphically marking a stock trading information notebook as described in claim 1, wherein the application further includes: a trading order module for transmitting a trading order to a trading server; a transaction reporting module, Used to receive a transaction report sent by the transaction server; and, the notebook module further includes: receiving a transaction report import instruction to directly transfer the transaction price, the stock quantity and transaction time information included in the transaction report Added to the transaction note to become one of the transaction details. A method of graphically marking a stock trading information notebook, applied to a device, the device including a communication module, a memory and a screen, the method includes: the device receives a notebook generation command to generate a notebook view for Record a transaction note corresponding to a financial product; the device receives a transaction details input command to display a transaction details input window corresponding to the financial product in the notebook view; the device establishes a connection with a quotation server to receive the financial product A quotation message; the transaction details input window reads the transaction price of the quotation message; the selection of a trade type, the selection or input of the transaction price and the input of a stock quantity are received through the transaction details input window and recorded as one Transaction detail information; the device receives a storage instruction to store the transaction note and the transaction detail information. The transaction note contains one or more corresponding transaction detail information; a technical line chart is generated based on the quotation message of the financial product. ; Generate a note icon representing the transaction note and mark it at a corresponding time position on one of the timelines of the technical line chart; and, generate a transaction icon representing the transaction detail information and mark it on the technical line chart. One corresponds to the price position. The method of graphically marking a stock trading information notebook as described in claim 8, wherein the technical line chart is presented in a technical analysis view or the notebook view. The method of graphically marking a stock trading information notebook as described in request item 8, wherein the trading icon includes: There is a buy icon and a sell icon. The buy icon and the sell icon use two different colors to represent buying and selling respectively to show the difference. The method of graphically marking a stock trading information notebook as described in claim 8, wherein the trading icon marked at the corresponding price position of the technical line chart is further marked with: the transaction price and/or the stock quantity. The method for graphically marking a stock trading information notebook as described in claim 8, wherein the method further includes: after the note icon marked on the technical line chart is clicked, the corresponding trading note is read and displayed on the The notebook view. The method for graphically marking a stock trading information notebook as described in request item 8, wherein the method further includes: after the trading icon marked on the technical line chart is clicked, read the corresponding trading note and respond to it The white effect displays the corresponding transaction details information in the notebook view. A computer program product installed on a device having a processor, a memory and a screen. The computer program product is stored in the memory and can be run on the processor. When the processor executes the computer program product, the computer program product is implemented. The steps of a method for graphically marking a stock trading information notebook according to any one of the above claims 8 to 13. A computer-readable recording medium on which a computer program is stored. When the computer program is executed by a processor, the steps of a method for graphically marking a stock trading information notebook in any one of the above-mentioned claims 8 to 13 are realized. .