TW202139109A - Negotiable securities management system providing visualized ordering operation on price trend graphics - Google Patents

Abstract

A negotiable securities management system providing a visualized ordering operation on a price trend graphics includes a trading server and a trade management module. The trading server is connected to an external exchange facility to obtain price information of at least one negotiable security, so as to generate data of a price trend graphics of the negotiable security. The trade management module is connected to the trading server, and generates the price trend graphics according to the data. The trade management module also receives a trading demand and a trading volume according to a click operation on the price trend graphics. When the click operation occurs at a blank space on the price trend graphics, the trade management module determines the corresponding price of the click operation and compares the corresponding price and the current price of the negotiable security, so as to determine the trading demand be buying or selling. The trade management module receives the trading volume to generate a trading demand icon and display the icon on the price trend graphics.

Description

A securities management system for placing orders based on the visualized operation of the trend chart

The present invention relates to online trading of securities, and particularly relates to a securities management system for placing orders in a visualized operation of trend charts.

The trading of securities, such as the trading of stocks, can be traded through the online system connection. Taking stocks as an example, before trading stocks, users need to know the trading status of the stocks in the market, such as price trends, current prices, and market buying and selling status.

With the information provided by the current stock exchanges, existing trading systems can use graphs, charts, etc., to provide complete information. However, when a user actually conducts a commissioned transaction (places an order), it is often necessary to repeatedly switch confirmation information between different graphs, charts, and input forms to fill in the required commissioned transaction content in the input form. When tracking commissioned transactions (orders) later, you also need to switch repeatedly between different graphs, charts, and input forms to confirm whether you need to change the order, which is inconvenient in operation. If information can be integrated and the operation process of entrusted transactions can be simplified, it will be helpful for users to conduct online transactions of securities.

In view of the above-mentioned problems, the present invention proposes a securities management system for placing orders in a visualized operation of a trend chart, which integrates various real-time information of securities and simplifies the operation process of entrusted transactions.

The marketable securities management system for placing orders with visualized operation of trend charts of the present invention includes a transaction server and a transaction management module.

The transaction server is connected to an external transaction center to obtain the price information of at least one securities, and generate data of a trend chart of the value of the securities based on it. The transaction management module is connected to the transaction server, generates a security value trend chart based on the data, and receives a transaction request and a transaction quantity returned by a one-point selection operation performed on the security value trend chart.

Among them, the security value trend chart is displayed on a graphical user interface, and the security value trend chart includes a value trend curve, a buying and selling trend indicator, five levels of commissioned volume bars, The five-tier commission sales volume bar and the first commission sales volume ratio bar.

Among them, the value trend curve is represented by the horizontal axis as time and the vertical axis as the price of at least one security; the buying and selling trend indicator overlaps the end of the value trend curve, and the buying and selling trend indicator is an arrow, and the arrow points to show that there is at least one security in real time. The rise and fall trends of securities prices in external trading centers.

Among them, the five-tier commissioned purchase volume bars are used to represent the best five commissioned purchase unit prices and quantities for at least one securities entrusted to buy at the external trading center; and the five-tier commissioned sales volume bars are used to represent at least one price The securities are commissioned to sell the best five commissioned selling unit prices and quantities in the external trading center.

Among them, the commission trading volume ratio bar overlaps the end of the value trend curve, and extends above and below the trading trend indicator. The commission trading volume ratio bar located above and below the trading trend indicator shows the commission of at least one securities. The ratio of the quantity sold and the quantity entrusted to buy.

Among them, when the click operation is located in a blank space of the securities value trend chart, the transaction management module determines the price corresponding to the click operation and compares it with the real-time price of at least one securities to determine the transaction demand as buying Or sell; the transaction management module receives a transaction quantity to generate a transaction demand icon, which is displayed on the securities value trend chart.

Through the visual display, the present invention makes the market price and transaction status of the securities clearly presented in a single trend chart, and the user can intuitively operate visually, click on the trend chart to order transaction requirements, and there is no need to follow multiple curves. Switch back and forth between graphs, data lists and input forms to enhance the convenience of securities trading.

The terms "module", "server", and "service" used in the following description refer to dedicated integrated circuits (ASIC), electronic circuits, microprocessors, chips and circuit designs that execute one or more software or firmware programs. The module is configured to perform various algorithms, transformations and/or logic processing to generate one or more signals. When modules, servers, and services are implemented in software, the modules can be implemented as code readable by the chip and circuit design and embodied in memory through code execution.

Please refer to FIG. 1 and FIG. 2, which is a securities management system 1000 for placing orders in a visualized operation of a trend chart disclosed in an embodiment of the present invention.

As shown in FIG. 1, the securities management system 1000 includes a transaction management module 100 and a transaction server 200.

As shown in FIG. 1, the transaction server 200 has a transaction service module 210 and an offer service module 220. The transaction service module 210 and the market information service module 220 can be implemented by executing software services, or can be implemented by hardware. The market information service module 220 of the trading server 200 is connected to an external trading center 300 through a dedicated line to obtain price information (real-time quotation) of at least one securities, and accordingly generate the securities value trend chart 110 as shown in FIG. 2 data of.

The transaction management module 100 is implemented in hardware or software, and is set in a client device 400. The market information service module 220 of the transaction server 200 transmits the data of the securities value trend chart 110 to the transaction management module 100. The transaction management module 100 generates a security value trend chart 110 based on the data, and the transaction management module 100 can receive the transaction request and send it to the transaction service module 210 of the transaction server 200, and the transaction service module 210 transmits the transaction request Go to the external trading center 300 to perform transaction matching through the external trading center 300, and entrust the purchase or sale of at least one securities.

As shown in FIG. 2, the transaction management module 100 is used to provide a security value trend chart 110, and after receiving a one-point selection operation T performed on the security value trend chart 110, it returns a transaction request and a transaction quantity.

The aforementioned securities include, but are not limited to, stocks, futures, foreign currencies, bonds, or other securities that produce price fluctuations based on real-time trading status; the aforementioned number of authorized purchase (sell) volume blocks includes but is not limited to external transactions The center’s commission to buy (sell) the best five or ten tiers; the following embodiments will take stocks as an example for illustration. The aforementioned external trading center 300 is the trading platform of the stock exchange.

In a specific embodiment, the transaction management module 100 in the client device 400 is connected to the transaction server 200 via a network or a direct connection, so that the client device 400 can connect to provide each of the securities value trend charts 110 An implementation method for obtaining transaction information does not exclude the provision of securities value trend charts 110 through other services and exclusive agreements. The transaction management module 100 generates data including the securities value trend chart 110 according to the price information of the securities (real-time quotes), which is used by the client device 400 to display the securities value trend chart 110 after being received by the transaction server 200. The touch interface or indicator operation interface of the client device 400 is used to perform a click operation T on the securities value trend chart 110 to generate a transaction demand. The client device 400 includes, but is not limited to, a desktop computer, a notebook computer, a smart phone, or a tablet computer. The client device 400 can execute a web browser or a dedicated application (if there is a dedicated agreement) to receive the data of the securities value trend chart 110, and display the securities value trend chart 110, and the client device 400 can accept clicking Operation T generates transaction demand.

As shown in FIG. 2, the securities value trend chart 110 is displayed on a graphical user interface GUI, such as a window. As shown in Figure 3, the securities value trend chart 110 includes a value trend curve 110a from a specified time to real time, a trading trend indicator 110b, a five-tier authorized buying volume bar 110c, a five-tier authorized selling volume bar 110d, and a commission The trading volume ratio bar is 110e.

As shown in Figure 3, taking stocks as an example, the designated time is the daily opening time of the stock trading market, such as nine o'clock in the morning. The value trend curve 110a is represented by time on the horizontal axis and the price of securities on the vertical axis. The buying and selling trend indicator 110b overlaps the end of the value trend curve 110a. The buying and selling trend indicator 110b is an arrow pointing to show the price increase and decrease trend of the real-time security in the external trading center 300. For example, when the arrow is biased to the price of the real-time security, the security in the external trading center 300 predicts a price increase The trend, on the contrary, when the arrow is biased below the price of the marketable security immediately, the marketable security predicts a downward trend in the price of the security in the external trading center 300. The arrow is skewed upward and closer to 90 degrees, indicating that the upward trend is stronger; while the arrow is skewed downward and closer to -90 degrees, it indicates that the downward trend is stronger.

As shown in Figure 3, the five-tier commissioned buying volume bar 110c is used to indicate the best five commissioned buying unit prices and quantities until the securities are commissioned to buy at the external trading center 300, which are located below the buying and selling trend indicator 110b and at the value The right side of the end of the trend curve 110a. The position of the five-level commissioned purchase volume bar 110c on the vertical axis corresponds to the commissioned purchase price, and the length on the horizontal axis corresponds to the commissioned purchase volume of each commissioned purchase price.

Similarly, the five-level commissioned selling volume bar 110d is used to indicate the best five commissioned selling unit prices and quantities of securities at the external trading center 300, which are located above the buying and selling trend indicator 110b and at the value trend curve 110a. To the right of the end. The position of the five-level commissioned sales volume bar 110d on the vertical axis corresponds to the commissioned price, and the length of the horizontal axis corresponds to the commissioned sales volume of each commissioned price.

The commissioned transaction volume ratio bar 110e overlaps the end of the value trend curve 110a and extends above and below the trading trend indicator 110b. The commissioned sales volume ratio bar 110e is located above and below the trading trend indicator 110b. The length ratio shows the commissioned selling The quantity and the ratio of the quantity commissioned to buy.

As shown in Figure 3, the information corresponding to the five-tier commissioned purchase volume bar 110c, the five-tier commissioned sales volume bar 110d, and the commissioned sales volume ratio bar 110e includes, but is not limited to, the commissioned transaction number ratio and commissioned transaction volume ratio. , Commissioned trading average sheet ratio, internal and external disk number ratio, internal and external disk number ratio, and internal and external disk average ratio.

As shown in FIG. 4, the client device 400 can receive a user's click through a touch interface or an indicator operation interface, and perform a click operation T on the securities value trend chart 110 to generate a transaction demand. In order to make the diagram clearly present the operation schematic, Figure 5 omits the drawing of the ruled lines.

As shown in FIG. 5, when the click operation T generated by the client device 400 is performed in a blank of the securities value trend chart 110, the transaction management module 100 determines the price corresponding to the click operation T, as shown in the figure 245.00 . The transaction management module 100 compares the price (245.00) corresponding to the click operation T with the real-time price (243.50) of the securities to determine whether the transaction demand is buying or selling. If the price (245.00) corresponding to the click operation T is higher than the real-time price (243.50) of the securities, the transaction management module 100 determines that the transaction demand is selling.

As shown in FIG. 5, the transaction management module 100 receives a transaction quantity input by the user to generate a transaction demand icon 110n. The transaction demand icon 110n can display the transaction quantity (sold volume), and the unit of the transaction quantity can be a single share or a single sheet (ie 1000 shares, as shown in the figure X1000). At the same time, the transaction demand icon 110n can also display The transaction type is spot stocks or bonds. At this time, the user can understand the transaction demand that has been set through the transaction demand icon 110n, that is, the entrusted transaction is the sale, the entrusted sale volume, and the entrusted sale price. The aforementioned commissioned selling price is the price (245.00) corresponding to the click operation T. At the same time, a commissioned selling price icon TS can also be displayed on the vertical axis to clearly indicate the commissioned selling price.

As shown in FIG. 6, if the price (243.50) corresponding to the tap operation T is lower than or equal to the real-time price (243.50) of the securities, the transaction management module 100 determines that the transaction demand is buying. The transaction management module 100 also receives a transaction quantity input by the user to generate a transaction demand icon 110n. The transaction demand icon 110n can display the transaction quantity (buy amount), and the unit of the transaction quantity can be a single share or a single (ie 1000 shares, as shown in the figure X1000). At the same time, the transaction demand icon 110n can also display The transaction type is spot stocks or bonds. At this time, the user can understand the transaction demand that has been set through the transaction demand icon 110n, that is, the entrusted transaction is the purchase, the entrusted purchase amount, and the entrusted purchase price. The aforementioned commissioned purchase price is the price corresponding to the click operation T (243.50). At the same time, the vertical axis part can also display a commissioned purchase price icon TP to clearly indicate the commissioned purchase price.

The transaction demand icon 110n for entrusted buying and entrusted selling can use different colors, shapes, and grid lines to indicate the difference, so that users can quickly visually identify the transaction demand as entrusted buying or entrusted selling .

As shown in FIGS. 7 and 8, the user can move the transaction demand icon 110n up and down through a drag operation to make the transaction demand icon 110n correspond to different prices to change the commissioned buying price or commissioned selling price. As shown in the figure, the user can drag the transaction demand icon 110n for entrusted purchase to a corresponding price and release to complete the price setting. At this time, the original entrusted purchase price (243.50) is Can be changed to a new commissioned purchase price (241.50).

Similarly, the transaction demand icon 110n for entrusted buying can also change the original entrusted selling price (245.50) to the new entrusted selling price through the same drag operation.

For the same value trend curve 110a, there may be multiple transaction demand icons 110n at the same time, that is, multiple transaction demands with different entrusted transaction prices can be set at the same time. The aforementioned transaction demand and transaction quantity are sent to the external transaction center 300 through the transaction server 200 to wait for transaction matching.

As shown in FIG. 9, the real-time transaction demand is completed by the external transaction center 300 for transaction matching, that is, the transaction is completed. At this time, the transaction management module 100 may display a transaction completion icon 110g on the value trend curve 110a. The position of the transaction completion icon 110g corresponds to the price of the securities for which the transaction is completed (that is, the buying price and the selling price) and the transaction time (buying time or selling time) on the vertical axis and horizontal axis, respectively. The transaction completion icon 110g can use different colors, shapes, and grid lines to indicate the difference, so that the user can quickly visually recognize the completed transaction as buying or selling; for example, an inverted triangle indicates selling , To indicate buying with a positive triangle. At the same time, by clicking the operation T on the transaction completion icon 110g, you can also pop-up the transaction information dialog box 110h to display detailed transaction information, such as time, time period (intraday whole stock or after-hours odd shares), Type, buy and sell type, price, order volume, traded volume, untraded volume, power of attorney number... etc.

As shown in FIGS. 2, 3, and 10, the graphical user interface GUI can further display information in other ways. As shown in the figure, the security value trend chart 110 only displays information about a single security. The transaction management module 100 provides a drop-down menu 110i through the graphical user interface GUI for clicking to select one of multiple securities (stock name 1 to security name 4 as shown in FIG. 10). The five-tier authorized purchase volume bar 110c, the fifth-tier authorized sales volume bar 110d, and the authorized transaction volume ratio bar 110e shown in FIG. 3 are switched to the information of the corresponding securities.

As shown in Figure 10, specifically, the drop-down menu 110i of the graphical user interface GUI displays the securities numbers and corresponding securities names of multiple securities for the user to click or switch securities by searching. The securities corresponding to the value chart 110.

As shown in Figure 2, the user account number, transaction unit (quantity), transaction type, etc. can also be switched through the drop-down menu 110i. The individual securities information 110j and the order list 110k are also displayed in the graphical user interface GUI. In addition, the commission list 110k may include transaction requirements to complete the transaction and transaction requirements waiting for the transaction to be matched, and display the commission time, the transaction demand commission time, and the commission transaction price. The transaction requirements that are waiting for transaction matching may be partially completed transactions, so the number of outstanding transactions (number of outstanding transaction shares) can be displayed in the list. The transaction requirements that are waiting for transaction matching can be modified to edit and change the commissioned transaction price and commissioned quantity. Or delete the transaction request. Editing and deleting options can also be represented by graphical icons.

In addition, the order list 110k can also be linked with the securities value trend chart 110. When the securities in the order list 110k are selected to operate T, the real-time securities value trend chart 110 can be switched to the corresponding securities value trend Figure 110.

As shown in FIG. 11, the transaction management module 100 can also obtain real-time transaction status information of multiple securities from the external trading center 300 through the transaction server 200, generate a securities information list 110m (for example, a single stock transaction information list), and send it This is displayed to the client device 400.

As shown in Figure 11, Figure 12, and Figure 13, the user can click on the commodity code and buying and selling price of each security provided by the external user interface. The current security value trend chart 110 is switched to the corresponding security value trend chart 110, and a pre-trade demand confirmation icon 110f corresponding to the price of the security (243.50) is generated. The pre-transaction demand confirmation icon 110f in Figure 12 can also be moved up and down by dragging to complete the price change setting. As shown in Figure 12 and Figure 13, the user further clicks the pre-transaction demand confirmation icon 110f (for example, clicks "Buy" or "Sell"), the pre-transaction demand confirmation icon 110f will be converted into a transaction Demand icon 110n, complete the transaction commission.

Through the visual display, the present invention makes the market price and transaction status of the securities clearly presented in a single trend chart, and the user can intuitively operate visually, click on the trend chart to order transaction requirements, and there is no need to follow multiple curves. Switching back and forth between graphs, data lists and input forms improves the convenience of securities trading.

The present invention has been disclosed above through the above-mentioned embodiments, but it is not intended to limit the present invention. Anyone familiar with this technical field with ordinary knowledge should understand the aforementioned technical features and embodiments of the present invention without departing from the scope of the present invention. Within the spirit and scope, some changes and modifications can be made. Therefore, the patent protection scope of the present invention shall be subject to what is defined in the claims attached to this specification.

1000: Securities Management System 100: Transaction Management Module 110: Market value trend chart 110a: Value trend curve 110b: Buy and sell trend indicator 110c: Five-tier commissioned purchase volume bar 110d: Five-tier commission sales volume bar 110e: Commissioned transaction volume ratio bar 110f: icon for confirmation before transaction 110g: Transaction complete icon 110h: Transaction Information Dialog 110i: drop-down menu 110j: Individual securities information 110k: delegation list 110m: List of securities information 110n: Transaction demand icon 200: Transaction Server 210: Transaction Service Module 220: Market Service Module 300: External trading center 400: client device GUI: Graphical user interface T: Click to operate TS: Consignment selling price icon TP: Consignment selling price icon

FIG. 1 is a system block diagram of the securities management system of the present invention for placing orders in the visualized operation of trend charts. Fig. 2 is a graphical user interface of the present invention including a trend chart of the value of securities. Figure 3 is a trend chart of the value of securities in the present invention. 4 to 9 are schematic diagrams of the click operation on the market value trend chart of securities in the present invention. FIG. 10 is a schematic diagram of operating the pull-down menu in the securities value trend chart in the present invention. Fig. 11 is a schematic diagram of the securities information list in the present invention. FIG. 12 is a schematic diagram of the linkage between the securities information list and the securities value trend chart in the present invention. FIG. 13 is another schematic diagram showing the linkage between the securities information list and the securities value trend chart in the present invention.

110: Market value trend chart

110a: Value trend curve

110b: Buy and sell trend indicator

110c: Five-tier commissioned purchase volume bar

110d: Five-tier commission sales volume bar

110e: Commissioned transaction volume ratio bar

Claims (10)

A securities management system for placing orders in visualized operation of trend charts, including: A transaction server, connected to an external transaction center, for obtaining price information of at least one securities, and generating data based on a trend chart of the value of the securities; and A transaction management module, connected to the transaction server, generates the security value trend chart based on the data, and receives a transaction request and a transaction quantity returned by a one-point selection operation performed on the security value trend chart ； Among them, the security value trend chart is displayed on a graphical user interface, and the security value trend chart includes a value trend curve, a trading trend indicator, and five levels of commissioned purchase volume bars from a specified time to real time. Blocks, five-tier commission sales volume bar, and first commission sales volume ratio bar; Wherein, the value trend curve is represented by the horizontal axis as time and the vertical axis as the price of the at least one security; the buying and selling trend indicator overlaps the end of the value trend curve, and the buying and selling trend indicator is an arrow. Point to display the real-time price increase and decrease trend of the at least one securities in the external trading center; Among them, the five-tier commissioned purchase volume bar is used to indicate the best five commissioned purchase unit prices and quantities for the at least one securities to be commissioned by the external trading center; and the five-level commissioned sales volume block is used to Indicates that the at least one securities is entrusted to sell at the external trading center at the best five entrusted selling unit prices and quantities; Among them, the commission trading volume ratio bar overlaps the end of the value trend curve and extends above and below the trading trend indicator. The length ratio of the commission trading volume ratio bar above and below the trading trend indicator shows the At least one marketable security’s entrusted selling quantity and the ratio of the entrusted buying quantity; Wherein, when the click operation is located in a blank of the value trend chart of the securities, the transaction management module determines the price corresponding to the click operation, and compares it with the real-time price of the at least one securities to determine The transaction demand is buying or selling; the transaction management module receives the transaction quantity to generate a transaction demand icon, which is displayed on the value trend chart of the securities. For example, the securities management system for placing orders on trend chart visualization operations as described in claim 1, wherein, when the price corresponding to the click operation is higher than the real-time price of the at least one securities, the transaction management module It is determined that the transaction demand is selling; when the price corresponding to the click operation is lower than or equal to the real-time price of the at least one securities, the transaction management module determines that the transaction demand is buying. The securities management system for placing an order in a visualized operation of a trend chart as described in claim 1, wherein the transaction demand icon at least includes the transaction demand and the transaction quantity. The securities management system for placing an order on a trend chart visualization operation as described in claim 1, wherein the transaction demand icons for entrusted buying and entrusted selling have different colors, shapes, or grid lines, respectively. As described in claim 1, the securities management system for placing an order on a trend chart visualization operation, wherein the transaction demand icon is used to be dragged up and down, corresponding to different prices, to change the commissioned buying price or commissioned selling bid. The securities management system for placing an order on a trend chart visualization operation as described in claim 1, wherein, when the transaction needs to complete the transaction matching, the transaction management module presents a transaction completion icon on the value trend curve. The securities management system for placing an order in a trend chart visualization operation as described in claim 6, wherein the position of the transaction completion icon corresponds to the price of the at least one securities for which the transaction is completed on the vertical axis and the horizontal axis, respectively And transaction time. For the securities management system for placing orders on trend chart visualization operations as described in claim 1, wherein, when the arrow is biased to above the real-time price of the at least one securities, the at least one securities is in the external trading center The predicted price has an upward trend. When the arrow is skewed upward and closer to 90 degrees, it means that the predicted price has a stronger upward trend; and when the arrow is skewed below the real-time price of the at least one security, then the at least one security is If the price is predicted to have a downward trend in the external trading center, and the arrow is biased downward and closer to -90 degrees, it means that the predicted price downward trend is stronger. The securities management system for placing an order on a trend chart visualization operation as described in claim 1, wherein the five-level commissioned buying volume bar is located below the buying and selling trend indicator and to the right of the end of the value trend curve, and The position of the five-level commissioned purchase volume bar on the vertical axis corresponds to the commissioned purchase price, and the length of the horizontal axis corresponds to the commissioned purchase volume of each commissioned purchase price; and, the five-level commissioned sales volume bar is located at the commissioned purchase price. The buying and selling trend indicator is above and to the right of the end of the value trend curve, and the position of the five-level commissioned volume bar on the vertical axis corresponds to the commission price, and the length of the horizontal axis corresponds to each commission The price of the commissioned sales volume. The securities management system for placing an order in a visualized operation of a trend chart as described in claim 1, wherein the transaction management module obtains a plurality of real-time transaction status information of the securities from the external trading center through the transaction server , To generate a list of securities information, and the commodity code and trading price of each securities can be clicked, so that the current securities value trend chart is switched to the corresponding securities value trend chart, and the corresponding securities are generated A pre-transaction demand confirmation icon for the price of, and the pre-transaction demand confirmation icon can be dragged up and down to change the price, and the pre-transaction demand confirmation icon will be converted to the transaction demand icon by further clicking the pre-transaction demand confirmation icon.

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