TWI831210B - Graphical financial management system - Google Patents

Abstract

The present invention is a graphical financial management system, which includes: a login wealth management page, a preset comparison graphic page, a preset first and subsequent rise and fall curve heights and subtraction plus plus, and a preset remaining The number of asset sell-offs and reduction and overweight, a custom configuration graph page, a customization of the first and subsequent rise and fall curve heights and reduction and overweight, a customization of the number of remaining asset sales and reduction and overweight, and a daily chart of securities , a graphical estimate and a reminder message are sent. The invention presents complex market securities price line charts in the form of simplified trend graphics, and allows users to click on their favorite simplified trend graphics to manage the securities they hold, and provides users with a tool for managing securities finance. Management system.

Description

Graphical financial management system

The present invention relates to a system for graphical financial management of securities.

The previous technology focuses on research on a device and method for using stock viewing software to exchange gifts for shareholders' meetings. As disclosed in the Republic of China Patent No. TWI690885B, the device includes: a communication module; a login verification module, and a first server. Connect online and perform login verification to download a token; a stock quotation module, download a quotation information from the first server to generate a quotation view; a shareholders' meeting points management module, generate a shareholders' meeting points management view , establish a connection with a second server and upload the token, receive a point query command to query a shareholders' meeting point, and receive a point collection command to receive the shareholders' meeting point; an e-commerce platform An interface module is used to establish a connection with at least one e-commerce platform and upload the token; a product exchange module is used to receive an exchange instruction and upload the shareholders' meeting points to the e-commerce platform to exchange them for a consumption point Number, receive a product redemption instruction and upload it to the e-commerce platform to add a product corresponding to the product information to a shopping cart and check out with the consumption points; a memory, used to store an application , the token, the quotation information, the shareholder meeting points and the product information, the application includes the login verification module, the shareholder meeting point management module, the e-commerce platform interface module and the product exchange 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.

Previous technology focuses on research on a stock quotation device and method with multiple graphical user interfaces, as disclosed in the Republic of China Patent No. TW202117527A. The device includes: a data receiving module for establishing a connection with a server and downloading a Quotation information of a financial product; a self-selected stock module, which generates a self-selected quotation information based on the quotation information of the financial product; a plurality of detailed information modules, which generates a plurality of detailed information based on the quotation information of the financial product; a computer A version layout module generates a computer version view based on the self-selected quotation information, the detailed information and a computer version layout; a mobile version layout module generates a computer version view based on the self-selected quotation information, the detailed information and a mobile version layout. Mobile version view; an interface switching module for receiving an interface switching instruction, displaying a first graphical user interface or a second graphical user interface on a screen according to the interface switching instruction, and, the first The graphical user interface includes the computer version view, and the second graphical user interface includes the mobile version view.

Previous technology focuses on research on a securities data transmission and processing method and system, as disclosed in the Republic of China Patent No. TWI476721B, which can integrate and display multiple different alert status data of securities stocks on the client device in a graphical color grid. on the same page. Users can intuitively and quickly judge the long-short indicators of individual stocks based on the number of colored squares displayed, which can be used as a reference for judging the timing of buying and selling individual stocks. The server side will calculate the alert status data for all securities stocks in real time, and only the alert status data of the securities stocks that the client device has pre-selected will be sent to the client device, thus avoiding bandwidth occupation and more frequent changes. It also has power saving effect. Moreover, this securities data transmission and processing method will automatically cause the client device to log in to the server and actively provide data. In addition, the display page of the client device can present the commonly used optional functions to the user at once, so that the user can easily understand which functions are available, and the stock names and stock codes displayed on the upper left side of the display page can be used. , lower the control key to switch to different stocks. After switching, the function keys on the right will remain unchanged, making the operation easier.

Previous technology focuses on the research on the operation method of a mobile device stock viewing software, as disclosed in the Republic of China Patent No. TW201017508A. It mainly has directional icons of direction keys to reveal the operating status of the direction keys and provide users with information. Generate interactive effects and expand the directional icon design to combine with the touch screen of mobile devices to provide users with virtual directional keyboard control functions. In addition to providing a human-machine interface to reveal the physical button status, it also provides more direct transformation It is a human-machine interface controlled by a virtual keyboard driven by a touch screen. The two are applied to the operation of mobile stock viewing software, so that it is easy to operate, convenient to use, and achieves the effect of real-time viewing of financial information, breaking through traditional handheld mobile devices. The physical five-way control keys lack the shortcomings of a graphical human-machine interface, thereby replacing the traditional handheld mobile device stock viewing software that uses scrolls for user operations, and has the effect of increasing the information display area on the mobile device screen.

The present invention is a graphical financial management system, which includes: a login wealth management page that provides the user with access to a wealth management page that provides the user with the ability to log in to the remaining assets of securities and link At least one database of intraday prices, after-hours prices and historical prices of securities, the database is stored in the server host, and the server host calculates the data in the database to draw at least one daily chart of securities; a predetermined Set up a comparison graphic page. After logging in to the wealth management page, the default comparison graphic page contains at least one simplified trend graphic, and the simplified trend graphic is pre-selected by the server; a default first The height of the first and subsequent rise and fall curves and the minus plus plus code are marked in the simplified trend graph, which is the set simplified trend graph; a default remaining The number of asset sales and the reduction and increase. The default number of remaining asset sales and the reduction and increase are set by a value preset by the server for the number of remaining asset sales and the decrease and increase; a custom configuration graphic page, the custom configuration graphic After the page continues to log in to the wealth management page, the customized configuration graph page contains at least one simplified trend graph. Trend graphics provide users with options; a customizable first and subsequent rise and fall curve heights and subtraction and plus codes are marked in the simplified trend graph. It is a simplified trend graph set; 1. Customize the number of sell-offs of remaining assets and the reduction and increase. The user inputs a value to set the number of sell-offs of remaining assets and the reduction and increase; 1. The daily chart of securities is to extract the line coordinates of at least one daily chart of securities in the database, and automatically compare the line coordinates with the set simplified trend chart; a graphical prediction, the chart The prediction is to compare at least one daily chart of securities in the database with the set simplified trend chart, and then mark the height of the first and subsequent rise and fall curves on the daily chart of securities that conforms to the set simplified trend chart. , and uses it as the estimated point position, and aggregates its data into a personal portfolio page and a historical management record page; and a reminder message is sent, and the reminder message is sent to at least one daily chart of a security. The estimated point location is transmitted electronically to the end user for reference. Among them, the wealth management page includes: a trading discipline setting and a creation of an investment portfolio. The trading discipline setting includes a holding position increase, a holding position decrease, an intelligent short position decrease and a holding position clearing. , the holding position reduction includes an intelligent reduction notification (no automatic reduction) and intelligent long position reduction. Among them, there is a table in the overweight position held. The title column of the table includes an overweight pattern, an overweight condition setting and a theoretical basis for the overweight pattern. The title bar of the overweight pattern includes a long position overweight chart and A short position overlay chart provides the user with click settings; the title bar of the overlay pattern includes an intelligent overlay option and a manual overlay option in the respective columns corresponding to the overlay condition settings. The user clicks on the manual overlay. After the option, further set the percentage of increase or decrease, the proportion of the first increase and the proportion of the second increase; the title bar of the increase pattern corresponds to the respective columns of the theoretical basis of the increase pattern, including a long increase pattern theory. And a short plus position theory; there is a table in the holding position reduction, and there is an intelligent reduction notification (no automatic reduction) and an intelligent long position reduction option for the user to click on the form. The title bar of the table includes a reduction type, a reduction condition setting and a reduction type theoretical basis. The title bar of the reduction type has a simplified Trend graphics, the simplified trend graphics include a general decline and reduction pattern chart, a failure to challenge the previous wave high point and a decline chart, an N-shaped rise and failure to fall chart, a rise and failure to fall after consolidation chart, a strong short decline chart and a The second challenge to the previous wave high point failure drop chart; the title bar of this reduction type includes an option of intelligent reduction and manual reduction in the respective columns corresponding to its reduction condition settings, in which the user clicks Manual After selecting the reduction option, further set the reduction ratio and the number of sell-offs; the title column of the reduction pattern corresponds to the respective columns of the theoretical basis of the reduction pattern, including a general decline reduction pattern theory and a pre-challenge The theory of failure to fall at the wave high point, an N-shaped rising and failing to fall theory, the theory of rising and failing to fall after one session, a strong short falling theory and a second challenge to the previous wave high and failing to fall theory; this intelligent short position reduction is an option It provides the user with a click option. There is a table in the intelligent short position reduction. The title column of the table includes a reduction pattern, a reduction pattern setting and a reduction pattern theoretical basis. The reduction pattern is There are simplified trend graphics in the title bar. The simplified trend graphics include a general rising and decreasing pattern chart, a price reversal chart after not penetrating the previous wave low, a price reversal chart after an N-shaped decline, and a price reversal chart after an N-shaped decline. The decline after consolidation has not turned into a reversal chart, a strong bull reversal chart and a second reversal chart that has not penetrated the previous low point; the title bar of the reduction pattern corresponds to the respective columns of the reduction pattern settings. It includes an option of intelligent weight reduction and manual weight reduction. After the user clicks on the manual weight reduction option, he further sets the weight reduction ratio and the number of sell-offs; the title bar of the weight reduction type corresponds to the theoretical basis of the weight reduction type. The respective columns include a general rising and reducing pattern theory, a price reversal theory after not penetrating the previous wave low, a price reversal theory after an N-shaped decline, a consolidation after consolidation but a price reversal theory, and a price reversal theory. Strong long reversal theory and a second reversal theory that does not penetrate the previous wave low point; there is a table in the position clearing, and the title column of the table includes a position clearing, a clearing condition setting and a Based on the theory of position clearing, the title bar of the position clearing contains a long position clearing chart and a short position clearing chart for the user to click and set; the title bar of the position clearing corresponds to the setting of its clearing conditions. Each column includes an intelligent clearing option and a manual position clearing option. After the user clicks on the manual position clearing option, he can further set the ratio of the day's closing price to the highest or lowest price and the price increase. Decline ratio; the title bar of the position cleared corresponds to its part The respective columns of the theoretical basis for position clearing include a long position clearing theory and a short position clearing theory respectively; and a next step option is set at the end of the form for the user to click. Among them, there is a table in establishing the investment portfolio. The title column of the table includes a security code, an investment direction, a security price, a number of securities, a management days and a management fee. The title column of the security code contains at least A securities code input allows users to click to input a security code or security name, and a serial number is automatically marked in front of the security code input field; the title bar of the security code includes at least one multiple in each column corresponding to its investment direction. The option of long or short position, the title bar of the security code displays the real-time price of at least one security in each column corresponding to the security price, and the title bar of the security code includes at least one security in each column corresponding to the number of shares of the security. For the option of inputting the number of shares, the title bar of the securities code includes at least one management day setting option in each column corresponding to its management days, and the title bar of the security code displays at least one option in each column corresponding to its management fee. For management fee calculation, set a decrease number and an increase number behind the management fee calculation field; set a previous step and a send option at the bottom of the form to create an investment portfolio to edit the number of transactions entered by the securities code; A My Portfolio option is set at the bottom of the Submit option; the user clicks on the My Portfolio option to continue to the My Portfolio page. Among them, on the My Investment Portfolio page, the user clicks the My Investment Portfolio option to continue to the My Investment Portfolio page. The My Investment Portfolio page includes a portfolio of individual stocks, an intraday addition and subtraction information table, and an after-trading There is a plus and minus code data table and a plus and minus code historical data table. There is a table for each investment portfolio stock. The title column of the table includes a security code, an investment direction, a registered stock price, a real-time stock price, a range of increase, and the number of shares. Changes, an account holding and a remaining number of days, the title bar of the security code displays at least one security code and name, and a serial number is automatically marked in front of the security code and name fields; the title bar of the security code corresponds to its Each column of the investment direction displays at least one long or short position. The title bar of the security code corresponds to its registered stock price. Each column displays at least one registered stock price data. The title bar of the security code corresponds to its real-time stock price. At least one real-time stock price data is displayed in each column. The title column of the security code corresponding to its range increase is displayed with at least one real-time stock price data. For a range of price increase data, the title column of the security code displays at least one share change data in each column corresponding to the change in the number of shares. The title column of the security code displays at least one share change data in each column corresponding to the shareholding on the book. Holding data in an account, the title bar of the security code displays at least one remaining management days data in each column corresponding to the remaining days, and there is an option to create an investment portfolio at the bottom of a table in the investment portfolio stocks. Among them, there is a table in the intraday plus/minus code data table. The title column of the table includes one plus (minus) code, one stock code, one date, one real-time stock price, one interval increase, one plus/minus code ratio, and one plus/minus code stock. Count and a pattern chart, the title bar of the stock code displays at least one stock code and name; the title bar of the stock code displays at least one plus code or minus code in each column corresponding to its plus (minus) code, the The title column of the security code displays at least one real-time intraday date and time in each column corresponding to its date. The title column of the security code displays at least one real-time stock price data in each column corresponding to its real-time stock price. The securities code The title bar of the securities code displays at least one range of increase data in each column corresponding to the range increase. The title bar of the security code displays at least one plus or minus code ratio data in each column corresponding to the plus or minus code ratio. The title of the security code At least one plus or minus number of stocks data is displayed in the respective columns corresponding to the number of plus or minus codes, and at least one comparison pattern chart is displayed in each column of the title bar of the security code corresponding to the pattern chart; There is a table in the last addition and subtraction information table. The title column of the table includes one plus (minus) code, one stock code, one date, one real-time stock price, one interval increase, one plus or minus code ratio, one plus or minus code stock number and one In the pattern chart, the title bar of the stock code displays at least one stock code and name; the title bar of the security code displays at least one plus or minus code in each column corresponding to the plus (minus) code. Each column of the title bar corresponding to its date displays at least one real-time intraday date and time. The title bar of the security code displays at least one real-time stock price data in each column corresponding to its real-time stock price. The title bar of the security code displays at least one real-time stock price data. At least one interval of increase data is displayed in each column corresponding to the increase in the interval. The title bar of the security code corresponds to at least one increase and decrease ratio data in each column. The title bar of the security code corresponds to its increase and decrease ratio. At least one plus or minus stock number data is displayed in each column of the plus or minus code number. The title bar of the security code corresponds to its pattern chart. At least one comparison pattern chart is displayed in each column; among them, there is a table in the plus and minus code history data table. The title column of the table includes one plus (minus) code, one stock code, one date, one execution stock price, A range of increase, a plus/minus ratio, a plus/minus number of stocks and a pattern chart. The title bar of the stock code displays at least one stock code and name; the title bar of the stock code corresponds to each of its plus/minus codes. Each column displays at least one plus or minus mark. The title bar of the security code corresponds to its date. Each column displays at least one real-time intraday date and time. The title bar of the security code corresponds to its execution stock price. Each column displays at least one execution stock price data. The title bar of the security code displays at least one interval increase data in each column corresponding to its range increase. The title bar of the security code corresponds to its plus/minus code ratio in each column. At least one plus/minus code ratio data is displayed. The title bar of the security code corresponds to the plus/minus code stock number data in each column. At least one plus/minus code stock number data is displayed respectively. The title bar of the security code corresponds to the respective columns of its pattern chart. At least one type of comparison state diagram is displayed in respectively. Among them, my portfolio page displays a portfolio of individual stocks, an intraday addition and subtraction information table, a post-market addition and subtraction information table, and a plus and minus historical information table. The daily chart of securities is a daily K-line chart, in which Click the stock code and name to connect to the daily K-line chart, allowing users to compare the daily K-line chart. There is a stock name marked on the daily K-line chart. The abscissa in the daily K-line chart is the date, and the ordinate is the stock price. The abscissa marks a real-time date, and the ordinate marks a real-time price. The coordinates of the day's K-line chart display the one-day K-line. A return option is set next to the day's K-line chart. The user clicks the return option to link. Go back to its My Portfolio page. Among them, the historical management record page displays a management record, and the management record is provided with a table. The title column of the table includes a security code, an investment direction, a registered stock price, a registered share number, and a management number of days, a management fee and a login date. At least one security code and name are displayed in the title bar of the security code, and a serial number is automatically marked in front of the security code and name fields; the title bar of the security code corresponds to its investment direction. At least one long or short position is displayed in each column of the security code. At least one registered stock price data is displayed in each column of the title bar of the security code corresponding to its registered stock price. The title bar of the security code corresponds to each of its registered share numbers. Each column displays at least one registered stock number. data, the title column of the securities code displays at least one management day data in each column corresponding to its management days, and the title column of the securities code displays at least one management fee data in each column corresponding to its management fees. The security The title bar of the code displays at least one login date data in each column corresponding to its login date. Among them, marketable securities include stocks, bonds, currency exchange rates, futures, options and other derivative financial products. Among them, the electronic transmission method is sending an email or an APP (Application, application) method to notify the user for reference. The invention presents complex market securities price line charts in the form of simplified trend graphics, and allows users to click on their favorite simplified trend graphics to manage the securities they hold, and provides users with a tool for managing securities finance. Management system. It is different from the past known techniques, and its novelty, progress and practical benefits are unmistakable. Regarding the technology, means and effects used in this creation, a preferred embodiment is given below and explained in detail with diagrams. I believe that the above-mentioned purpose, structure and characteristics of this creation can be understood in depth and concretely. .

101: Log in to the wealth management page

201: Default comparison graphic page

301: Preset the height of the first and subsequent rise and fall curves and the reduction and increase

401: Preset number of remaining asset sales and reduction and increase

501: Customized configuration graphics page

601: Customize the height of the first and subsequent rise and fall curves and reduce or increase the code

701: Customize the number of sales of remaining assets and reduce and increase the amount

801: Securities Daily Graphics

901: Graphical estimation

1001: Prompt message sent

1011:Wealth Management Page

1012: Trading discipline setting

1013: Building a Portfolio

1014: Increase holding position

1015: Overweight type

1016: Adding conditions setting

1017:Theoretical basis of overweighting pattern

1018: Long position overweight chart

1019: Short position overweight chart

1020: Intelligent overweighting

1021: Manual addition

1022: Percentage of increase or decrease

1023: First increase in weighting

1024: The second increase in weighting

1025: Bull Adding Pattern Theory

1026: Short Addition Pattern Theory

2011: Reduce holding positions

2012: Intelligent code reduction notification (no automatic code reduction)

2013: Intelligent long position reduction

2014: Downsizing pattern

2015: Code reduction condition setting

2016: Theoretical basis of reduction pattern

2017: General downtrend reduction pattern chart

2018: Challenging the high point of the previous wave and failing to fall

2019: N-shaped rising failure falling chart

2020: chart of rising failure and falling after consolidation

2021: Strong Short Down Chart

2022: The second challenge to the previous high point failed and the decline chart

2023: Intelligent code reduction

2024: Manual reduction

2025: code reduction ratio

2026: Number of sell-offs

2027: General downtrend reduction pattern theory

2028: Challenging the failure and decline theory of the previous high point

2029: N-type rise failure fall theory

2030: After-hours rise fails and falls theory

2031: Strong Short Down Thesis

2032: The second challenge to the previous high point failed and the falling theory

3011: Intelligent short position reduction

3012: Reduction type

3013: Code reduction type setting

3014: Theoretical basis of code reduction pattern

3015: General rising and decreasing pattern chart

3016: Price reversal chart after failing to penetrate the previous wave low

3017: Price reversal chart after reverse N-shaped decline

3018: The decline after consolidation has not turned into a reversal chart

3019: Strong bull reversal chart

3020: The second wave low reversal chart that did not penetrate through

3021: Intelligent code reduction

3022: Manual reduction

3023: code reduction ratio

3024: Number of sell-offs

3025: General rising and reducing pattern theory

3026: Price reversal theory after failure to penetrate the previous wave low

3027: Price reversal theory after reverse N-shaped decline

3028: The decline after consolidation has not become a reversal theory

3029: Powerful Bull Reversal Theory

3030: The second wave low reversal theory that did not penetrate through

4011: Position held is liquidated

4012: Part cleared

4013: Clearing condition setting

4014: Theoretical basis for site clearing

4015: Long position clearing chart

4016: Short position clearing chart

4017: Intelligent clearing

4018: Manual part clearing

4019: Ratio of intraday closing price to highest or lowest price

4020: price increase or decrease ratio

4021: Long position clearing theory

4022: Short position clearing theory

4023:Next step

5011: Securities code

5012:Investment direction

5013:Security prices

5014:Number of securities shares

5015: Management days

5016: Management fee

5017: serial number

5018: Securities code input

5019: Long or Short

5020:Real-time securities prices

5021: Security share number input

5022: Management days setting

5023: Management fee calculation

5024: Reduce the number of pens

5025: Increase the number of pens

5026: Previous step

5027:Send

5028:My Portfolio

6011:My Portfolio Page

6012: Portfolio stocks

6013: Securities code

6014:Investment direction

6015: Log in stock price

6016:Real-time stock price

6017: Range increase

6018: Changes in share count

6019: Account holdings

6020: Number of days remaining

6021: Serial number

6022: Securities code and name

6023: Long or short

6024: Log in stock price data

6025:Real-time stock price data

6026: Interval growth data

6027: Stock number change data

6028: Account holding data

6029: Remaining management days data

6030:Building an Investment Portfolio

7011:Intraday addition and subtraction information table

7012: After-hours addition and subtraction information table

7013: Addition and subtraction code history data table

7014: Add (subtract) code

7015:Stock code

7016:Date

7017:Real-time stock price

7018: Interval increase

7019: Addition and subtraction code ratio

7020: Add or subtract the number of shares

7021:Type diagram

7022: Add or subtract

7023:Stock code and name

7024: Intraday date and time

7025:Real-time stock price data

7026: Interval growth data

7027: Addition and subtraction code ratio data

7028: Add or subtract stock number data

7029:Comparison type chart

8011: Add (subtract) code

8012:Stock code

8013:Date

8014:Real-time stock price

8015: Interval increase

8016: Addition and subtraction code ratio

8017: Add or subtract the number of shares

8018:Type diagram

8019: Add or subtract

8020:Stock code and name

8021: After-hours date and time

8022:Real-time stock price data

8023: Interval growth data

8024: Addition and subtraction code ratio data

8025: Add or subtract stock number data

8026:Comparison type chart

9011: Add (subtract) code

9012:Stock code

9013:Date

9014:Execution stock price

9015: Interval increase

9016: Addition and subtraction code ratio

9017: Add or subtract the number of shares

9018:Type diagram

9019: Add or subtract

9020:Stock code and name

9021: Historical date and time

9022: Execute stock price data

9023: Interval growth data

9024: Addition and subtraction code ratio data

9025: Add or subtract stock number data

9026:Comparison type chart

10011:Daily K-line chart

10012:Stock name

10013:Date

10014: Stock price

10015:Daily K-line

10016: real-time date

10017: real-time price

10018:return

11011:Historical management record page

11012:Management records

11013: Securities code

11014:Investment direction

11015: Log in stock price

11016: Number of registered shares

11017: Management days

11018: Management expenses

11019:Login date

11020: serial number

11021: Securities code and name

11022: Short or Long

11023: Log in stock price data

11024: Log in share data

11025:Manage days data

11026: Management fee points

11027: Login date data

Figure 1 is a diagram showing the graphical financial management system of this creation.

Figure 2 is a diagram showing the holding positions of the wealth management page of this creative graphical financial management system.

Figure 3 shows the holding position reduction chart of the wealth management page of this creative graphical financial management system.

Figure 4 shows the intelligent short position reduction chart of the wealth management page of this creative graphical financial management system.

Figure 5 shows the position clearing diagram of the wealth management page of this creative graphical financial management system.

Figure 6 shows the creation of an investment portfolio on the wealth management page of the graphical financial management system of this creation.

Figure 7 shows the portfolio stock chart of the My Portfolio page of this creative graphical financial management system.

Figure 8 shows the intraday addition and subtraction information table of the My Portfolio page of the graphical financial management system of this creation.

Figure 9 shows the post-market addition and subtraction information table of the My Investment Portfolio page of this creative graphical financial management system.

Figure 10 shows the historical data table of additions and subtractions on the My Portfolio page of this creative graphical financial management system.

Figure 11 shows the daily K-line chart of the My Investment Portfolio page of this creative graphical financial management system.

Figure 12 is a management record diagram showing the historical management record page of this creative graphical financial management system.

The following describes the implementation of the present invention through specific embodiments. Those familiar with this art can easily understand other advantages and effects of the present invention from the contents disclosed in this specification. This invention can also be implemented or applied through other different specific embodiments, and various details in this description can also be modified and changed in various ways based on different viewpoints and applications without departing from the spirit of this invention.

First of all, please read Figure 1, which is a diagram showing the graphical financial management system of the present invention. It shows that the present invention is a graphical financial management system, which includes: a login wealth management page. The login wealth management page provides the user with access to a Wealth management page, this wealth management page provides users with valuable login information The remaining assets of securities are linked to a database of intraday prices, after-hours prices and historical prices of at least one marketable security. The database is stored in the server host, and the server host calculates the data in the database to draw at least one marketable security. Securities daily chart; a default comparison graphic page. After logging in to the wealth management page, the default comparison graphic page contains at least one simplified trend graphic. The simplified trend graphic is pre-set by the server. Select; a preset first and subsequent rise and fall curve heights and minus and plus codes. The preset first and subsequent rise and fall curve heights and minus and plus codes are marked in the simplified trend graph, which is a simplification of the settings. Trend graph; a preset number of sell-offs of remaining assets and reduction and increase, which are set by a value preset by the server for the number of sell-offs and reduction and increase of remaining assets; a custom configuration graph page. After logging in to the wealth management page, the customized configuration graphic page contains at least one simplified trend graphic that allows the user to select; a customized first and subsequent rise and fall curves Height, minus plus plus plus, the height of the customized first and subsequent rise and fall curves and minus plus plus plus are marked in the simplified trend graph, which is the set simplified trend graph; a customizable number of remaining asset sales and minus plus plus plus , the user inputs a value for the custom number of sales of remaining assets and reduction and increase of the remaining assets. The user can dispose of the remaining assets in two or three times; a daily chart of securities, The daily chart of securities is to extract the line coordinates of at least one daily chart of securities in the database, and automatically compare the line coordinates with the set simplified trend chart; a graphical forecast, the graphical forecast is to After comparing at least one daily chart of securities in the database with the set simplified trend chart, it conforms to the set simplified trend chart, and the height of its first and subsequent rise and fall curves is marked on the daily chart of securities, and its To estimate the point position, and collect the data in a personal portfolio page and a historical management record page; and send a reminder message, the reminder message is to send the predicted point position of at least one securities daily chart through Electronic transmission to the end user for reference. Among them, the simplified trend graph of the default comparison graph page is at least one slope straight line graph, a single peak graph, a bimodal graph, a three-peak graph, and a flat small peak graph, and the slope of the line graph at the end of the simplified trend graph is a positive or negative value. , the end line graph has a defining point. Its default comparison chart The graphical page and the custom configuration graphical page include subtracting and increasing for long positions and subtracting and increasing for short positions. Among them, the height of the customized first rise and fall curve and the ratio of reduction and increase in the custom configuration graphic page, the height range of the first rise and fall curve is between 5 and 20% of the high point, and the ratio of reduction and increase is between 1/5~3/4 of the number of securities. The simplified trend graph on its customized configuration graph page is at least one slope straight line graph, single peak graph, bimodal graph, three peak graph and flat small peak graph, and the slope of the line graph at the end of its simplified trend graph is a positive or negative value. The terminal line drawing has a defining point. Among them, in the comparison of daily graphics of securities, the daily graphics of securities are compared with the simplified trend graphics through the image analysis system. The graphical prediction point is a suggested point for subtracting and adding to a long position or a suggested point for subtracting and adding to a short position.

In order to enable the review committee to further understand the practical application scenarios of this creation, examples are given of the application fields of stocks and securities, as shown in Figures 2 to 12. Figure 2 shows the holding positions plus code diagram of the wealth management page of the graphical financial management system of this creation. , explain that the wealth management page includes: a trading discipline setting and a creation of an investment portfolio. The trading discipline setting includes a holding position increase, a holding position decrease, an intelligent short position decrease and a holding position exit. Please note that the holding position reduction includes an intelligent reduction notification (no automatic reduction) and intelligent long position reduction. Among them, there is a table in the overweight position held. The title column of the table includes an overweight pattern, an overweight condition setting and a theoretical basis for the overweight pattern. The title bar of the overweight pattern includes a long position overweight chart and A short position overlay chart provides the user with click settings; the title bar of the overlay pattern includes an intelligent overlay option and a manual overlay option in the respective columns corresponding to the overlay condition settings. The user clicks on the manual overlay. After the option, further set the percentage of increase or decrease, the proportion of the first increase and the proportion of the second increase; the title bar of the increase pattern corresponds to the respective columns of the theoretical basis of the increase pattern, including a long increase pattern theory. and a short-adding pattern theory.

Figure 3 shows the position reduction chart of the wealth management page of the graphical financial management system of this creation. It shows that there is a table for the holding position reduction, and there is an intelligent reduction notification on the table. (No automatic reduction) and intelligent long position reduction options are available for users to click. The title bar of the table includes a reduction pattern, a reduction condition setting and a reduction pattern theoretical basis. The reduction pattern There are simplified trend graphics in the title bar of the pattern. The simplified trend graphics include a general decline and reduction pattern chart, a challenge to the previous wave high point and failure to fall chart, an N-type rise and failure to fall chart, and a rise and failure to fall after consolidation. Picture, a strong short decline chart and a second failure to challenge the previous wave high point decline chart; the title bar of this reduction pattern includes an intelligent reduction and a manual reduction in the respective columns corresponding to its reduction condition settings. option, in which the user clicks on the option of manual reduction and further sets the reduction ratio and the number of sell-offs; the title column of the reduction pattern includes a general decline in the respective columns corresponding to the theoretical basis of the reduction pattern. The reduction pattern theory, the theory of a failure to challenge the high point of the previous wave and the fall, the theory of an N-shaped rise and failure to fall, the theory of a rise and fall after the market, the theory of a strong short fall and the theory of the second failure to challenge the high point of the previous wave.

Figure 4 is a diagram showing the intelligent short position reduction on the wealth management page of the graphical financial management system of this invention. It illustrates that the intelligent short position reduction is an option for the user to click. The intelligent short position reduction is There is a table in the table. The title column of the table includes a reduction pattern, a reduction pattern setting and a reduction pattern theoretical basis. The title bar of the reduction pattern has a simplified trend graph, and the simplified trend The graphs include a general rising and reducing pattern chart, a price reversal chart after failing to penetrate the previous wave low, a price reversal chart after an N-shaped decline, a consolidation chart that fails to reverse the decline, and a strong bull reversal chart. The picture and a second reversal chart that did not penetrate the previous wave low point; the title bar of the reduction pattern includes an option for intelligent reduction and manual reduction in the respective columns corresponding to the settings of the reduction pattern. After the user clicks on the manual reduction option, he further sets the reduction ratio and the number of sell-offs; the title column of the reduction pattern includes a general rising reduction pattern in the respective columns corresponding to the theoretical basis of the reduction pattern. State theory, a price reversal theory after a failure to penetrate the previous wave low, a price reversal theory after an N-shaped decline, a consolidation and subsequent decline but a reversal theory, a strong bull reversal theory and a second failure to penetrate Previous wave low reversal theory.

Figure 5 shows the holding positions of the wealth management page of the graphical financial management system of this creation. Clearing chart. There is a table in the position clearing. The title column of the table includes a position clearing, a clearing condition setting and a position clearing theoretical basis. The title column of the position clearing includes a long position. The position clearing chart and a short position clearing chart provide users with one-click settings; the title bar of the position clearing and the respective columns corresponding to the clearing condition settings include an intelligent clearing option and a manual position clearing option respectively. Clear option, in which the user clicks the option of manual position clearing and further sets the ratio of the day's closing price to the highest or lowest price and the price increase or decrease ratio; the title bar of the position clearing corresponds to the theoretical basis for the position clearing. Each column includes a long position clearing theory and a short position clearing theory respectively; and a next step option is set at the end of the form for the user to click.

Figure 6 shows the creation of an investment portfolio on the wealth management page of the graphical financial management system of this invention. It shows that there is a table in the creation of the investment portfolio. The title column of the table includes a security code, an investment direction, a security price, A number of securities, a number of management days and a management fee. The title bar of the security code contains at least one security code input, allowing the user to click to enter the security code or security name, and automatically mark a in front of the security code input field. Serial number; each column of the title bar of the security code corresponding to its investment direction includes at least one long or short option, and each column of the title bar of the security code corresponding to its security price displays at least one real-time price of the security. , the title bar of the securities code includes at least one option for inputting the number of securities in each column corresponding to the number of securities, and the title bar of the security code includes at least one management days setting in each column corresponding to the number of management days. option, the title bar of the security code displays at least one management fee calculation in each column corresponding to its management fee, and a number of decreases and a number of increases are set behind the management fee calculation field; the form for establishing an investment portfolio Set a Previous and a Send option at the bottom to edit the number of transactions entered by the security code; set a My Portfolio option at the bottom of the Send option; the user clicks on the My Portfolio option to continue entering My Portfolio. Portfolio page.

Figure 7 shows the investment group of the My Investment Portfolio page of this creative graphical financial management system. Combined with the individual stock chart, on the My Portfolio page, the user clicks the My Portfolio option to continue to the My Portfolio page. The My Portfolio page displays a portfolio stock and an intraday addition and subtraction data table. , a post-market plus/minus data table and a plus/minus history data table, in which there is a table in the investment portfolio stocks. The title column of the table includes a security code, an investment direction, a registered stock price, a real-time stock price, and a range of increase. , a change in the number of shares, an account holding and a remaining number of days, at least one security code and name are displayed in the title column of the security code, and a serial number is automatically marked in front of the security code and name fields; the securities code At least one long or short position is displayed in each column of the title column corresponding to its investment direction. At least one registered stock price data is displayed in each column of the title column of the security code corresponding to its registered stock price. The title column of the security code corresponds to Each column of the real-time stock price displays at least one real-time stock price data. The title bar of the security code corresponds to the range increase data. Each column displays at least one range increase data. The title bar of the security code corresponds to the change in the number of shares. At least one share change data is displayed in each column of the securities code. The title column of the security code corresponds to its book holdings. At least one shareholding data is displayed in each column of the security code. The title column of the security code corresponds to its remaining Each column of days displays at least one remaining management days data, and there is an option to create a portfolio at the bottom of a table in the portfolio stocks.

Figure 8 is a diagram showing the intraday plus and minus data table on the My Investment Portfolio page of the graphical financial management system of this invention. It illustrates that the intraday plus and minus data table is provided with a table, and the title column of the table includes a plus (minus) ) code, a stock code, a date, a real-time stock price, a range of increase, a plus-minus code ratio, a plus-minus code number of shares and a pattern chart, and the title bar of the stock code displays at least one stock code and name; The title bar of the security code displays at least one plus or minus code in each column corresponding to its plus (minus) code, and the title bar of the security code displays at least one real-time intraday date and time in each column corresponding to its date. , the title bar of the security code displays at least one real-time stock price data in each column corresponding to its real-time stock price, and the title bar of the security code displays at least one range increase data in each column corresponding to its range increase, the security code The title bar of the corresponding plus or minus code ratio is displayed in each column. At least one plus or minus code ratio data. The title bar of the security code displays at least one plus or minus code stock number data in the respective columns corresponding to the plus or minus code stock numbers. The title bar of the security code corresponds to the respective columns of the pattern chart. Display at least one comparison pattern respectively.

Figure 9 is a diagram showing the after-hours plus/minus data table of the My Investment Portfolio page of the graphical financial management system of this creation. It is explained that the after-hours plus/minus data table has a table, and the title column of the table includes a plus ( minus) code, a stock code, a date, a real-time stock price, a range of increase, a plus-minus code ratio, a plus-minus code number of shares and a pattern chart, and the title bar of the stock code displays at least one stock code and name; The title bar of the security code displays at least one plus or minus code in each column corresponding to its plus (minus) code. The title bar of the security code displays at least one real-time intraday date and each column corresponding to its date. Time, the title bar of the security code displays at least one real-time stock price data in each column corresponding to its real-time stock price, and the title bar of the security code displays at least one range increase data in each column corresponding to its range increase. The title bar of the code displays at least one plus or minus code ratio data in each column corresponding to its plus or minus code ratio. The title bar of the security code displays at least one plus or minus code stock number data in each column corresponding to its plus or minus code stock number. The title bar of the security code displays at least one comparison pattern chart in each column corresponding to its pattern chart.

Figure 10 is a diagram showing the addition and subtraction history data table of the My Portfolio page of the graphical financial management system of this creation. It is explained that the addition and subtraction history data table has a table, and the title column of the table includes a plus (minus) code, a stock code, a date, an execution stock price, a range increase, a plus/minus code ratio, a plus/minus code number and a pattern chart, and the title bar of the stock code displays at least one stock code and name; the security The title bar of the code displays at least one plus or minus code in each column corresponding to its plus (minus) code. The title bar of the security code displays at least one real-time intraday date and time in each column corresponding to its date. The title bar of the security code displays at least one execution stock price data in each column corresponding to its execution stock price, and the title bar of the security code displays each column corresponding to its range increase. At least one interval of increase data, the title bar of the security code displays at least one plus or minus ratio data in each column corresponding to its plus or minus code ratio, the title bar of the security code displays respectively in each column corresponding to its plus or minus code stock number There is at least one plus or minus stock number data, and at least one type comparison chart is displayed in each column of the pattern chart corresponding to the title bar of the security code.

Figure 11 shows the daily K-line chart of the My Investment Portfolio page of the graphical financial management system of this creation. It is explained that the My Investment Portfolio page includes one investment portfolio stock, one intraday addition and subtraction information table, and one intraday addition and subtraction information table. The daily chart of securities in the last plus and minus code data table and the first plus and minus code historical data table is the daily K-line chart. Clicking on the stock code and name will link to the one-day K-line chart, allowing users to compare the daily K-line chart. There is a stock name marked on the daily K-line chart. The abscissa in the daily K-line chart is the date, the ordinate is the stock price, the abscissa is marked with a real-time date, and the ordinate is marked with a real-time price. The coordinates of the daily K-line chart are displayed For one-day K-line, a return option is set next to the K-line chart for that day. The user clicks the return option to link back to his or her My Portfolio page.

Figure 12 is a management record diagram showing the historical management record page of the graphical financial management system of this invention. It illustrates that, among them, the historical management record page displays a management record, and the management record is provided with a table. The title column of the form includes a security code, an investment direction, a registered stock price, a registered number of shares, a management days, a management fee and a login date. The title column of the security code displays at least one security code and name, and A serial number is automatically marked in front of the security code and name fields; the title bar of the security code corresponds to at least one long or short position in each column corresponding to its investment direction, and the title bar of the security code corresponds to each of its registered stock prices. At least one registered share price data is displayed in the separate column. The title column of the security code corresponds to the registered share number data. The title column of the security code corresponds to the respective column of the management days. At least one management day data is displayed in the title bar of the securities code, and at least one management fee data is displayed in each column corresponding to its management fee. The title bar of the security code corresponds to its login date in each column. Display at least one login date data respectively. Among them, marketable securities include stocks, bonds, currency exchange rates, futures, options and other derivative financial products. Among them, the electronic transmission method is sending an email or an APP (Application, application) method to notify the user for reference.

The present invention is a graphical financial management system in which users can choose to preset or customize the settings of simplified trend graphics to compare the simplified trend graphics with the daily charts of securities in relevant markets and graphically formulate their estimated points. Technical features: The overweighting or underweighting types of the present invention all present theoretical basis, allowing users to openly and transparently compare the securities in the corresponding market, and the system administrator can also stabilize financial resources through management fees, so that the system can maintain long-term stability. Its operation, its structure is different from the past knowledge and technology, and its novelty, progress and practical benefits are unmistakable. Therefore, it can effectively improve the lack of common knowledge and has considerable practicality in use.

In summary, the specific structure disclosed in this creative embodiment can indeed provide complex market securities price line charts, presented in the form of simplified trend graphics, and allow users to click on their favorite simplified trend graphics to manage their holdings The securities are provided to users as an application for managing securities financial management. In terms of its overall structure, it has neither been seen in similar products nor has it been made public before the application. It has complied with the statutory requirements of the Patent Law and is in accordance with the law. File an invention patent application.

However, the above is only one of the preferred embodiments of this invention, and it should not be used to limit the scope of the implementation of this invention. That is, all equivalent changes and modifications made based on the patent scope of this invention and the content of the invention description are all It should still be within the scope of this creative patent.

101: Log in to the wealth management page

201: Default comparison graphic page

301: Preset the height of the first and subsequent rise and fall curves and the reduction and increase

401: Preset number of remaining asset sales and reduction and increase

501: Customized configuration graphics page

601: Customize the height of the first and subsequent rise and fall curves and reduce or increase the code

701: Customize the number of sales of remaining assets and reduce and increase the amount

801: Securities daily chart

901: Graphical estimation

1001: Prompt message sent

Claims (10)

A graphical financial management system, which includes: a login wealth management page that provides users with access to a wealth management page that provides users with access to remaining assets of securities and links to at least one securities A database of intraday prices, after-hours prices and historical prices. The database is stored in the server host, and the server host calculates the data in the database to draw at least one daily chart of securities; a default comparison graph. page, the default comparison graphic page after logging in to the wealth management page, the default comparison graphic page contains at least one simplified trend graphic, the simplified trend graphic is pre-selected by the server; a default first and subsequent rise The height of the decline curve and the minus plus plus code. The default height of the first and subsequent rise and fall curves and the minus plus plus code are marked in the simplified trend graph, which is the set simplified trend graph; a preset number of remaining asset sales and Decrease and increase, the default number of remaining asset sales and decrease and increase are set by the server to a value preset for the number of remaining asset sales and decrease and increase; a custom configuration graphic page, the custom configuration graphic page continues to log in to Wealth After the management page, the customized configuration graph page contains at least one simplified trend graph, which provides the user with selection; one customizes the height of the first and subsequent increase and decrease curves and the minus and plus codes, and the customized first The height of the rise and fall curve and the minus plus plus plus mark are marked in the simplified trend graph, which is the set simplified trend graph; a customized number of sales of remaining assets and minus plus plus, the customized number of sales of remaining assets and minus plus plus The user inputs a value for the overweight to set the number of remaining asset sales and the underweight overweight; a securities daily pattern, which is a combination of at least one securities daily pattern in the database. Extracting line coordinates and automatically comparing the line coordinates with the set simplified trend graph; a graphical prediction that compares at least one daily pattern of securities in the database with the set simplified trend graph Then, the simplified trend chart that meets the settings is marked, and the height of the first and subsequent rise and fall curves is marked on the daily chart of securities, and it is used as the estimated point position, and the data is compiled into a personal portfolio page and a historical record page; and a reminder message is transmitted, which transmits the estimated point position of at least one securities daily chart to the end user for reference through electronic transmission. The graphical financial management system as described in request item 1, wherein the wealth management page includes: a trading discipline setting and a creation of an investment portfolio, wherein the trading discipline setting includes a holding position increase, a holding position decrease, and a holding position reduction. Intelligent short position reduction and clearing of a held position. The held position reduction includes an intelligent reduction notification (no automatic reduction) and intelligent long position reduction. The graphical financial management system as described in request item 2, wherein the overweighting of the holding position is provided with a table, and the title column of the table includes an overweighting pattern, an overweighting condition setting and a theoretical basis for the overweighting pattern, and the overweighting pattern The title bar of the pattern contains a long position plus chart and a short position plus chart for the user to click and set; the title bar of the plus pattern includes an intelligent plus option and a separate column corresponding to the plus condition setting. An option of manual overweighting, in which the user clicks on the option of manual overweighting and further sets the percentage increase or decrease, the proportion of the first overweighting and the proportion of the second overweighting; the title bar of the overweighting pattern corresponds to the theoretical basis of the overweighting pattern. Each column includes a long overweight pattern theory and a short overweight pattern theory; there is a table in the holding position reduction, and there is an intelligent reduction notification (no automatic reduction) and intelligent reduction on the table. The option of reducing the weight of the long position is provided for the user to click. The title bar of the table includes a reduction type, a reduction condition setting and a theoretical basis of the reduction type. The title bar of the reduction type contains Simplified trend graphics, which contain a general downtrend Pattern chart, a chart of failure to challenge the high point of the previous wave and a decline chart, an N-shaped chart of rise and failure to fall, a chart of failure to rise and fall after consolidation, a chart of a strong short decline and a chart of a second attempt to challenge the high point of the previous wave and a failure to fall; the reduction is Each column of the title bar of the type corresponding to its reduction condition setting includes an option for intelligent reduction and manual reduction respectively. After the user clicks on the option of manual reduction, he further sets the reduction ratio and the number of sell-offs. ; The title column of this reduction pattern corresponds to the respective columns of the theoretical basis of the reduction pattern, including a general decline reduction pattern theory, a failure to challenge the previous wave high point and a fall theory, an N-shaped rise and failure to fall theory, A post-market rise and failure fall theory, a strong short fall theory and a second challenge to the previous wave high and failure fall theory; the intelligent short position reduction is an option provided to the user, and the intelligent short position reduction is in progress There is a table. The title bar of the table includes a reduction pattern, a reduction pattern setting and a reduction pattern theoretical basis. The title bar of the reduction pattern is provided with a simplified trend graph. The simplified trend graph is It includes a general increase and decrease pattern chart, a price reversal chart after failing to penetrate the previous wave low, a price reversal chart after an N-shaped decline, a consolidation chart that fails to reverse the decline, a strong bull reversal chart, and A second reversal chart that did not penetrate the previous low; the title bar of the reduction pattern includes an option for intelligent reduction and manual reduction in the respective columns corresponding to the settings of the reduction pattern, in which the use After clicking the option of manual weight reduction, the user further sets the weight reduction ratio and the number of sell-offs; the title column of the weight reduction pattern corresponds to the respective columns of the theoretical basis of the weight reduction pattern, including a general rising weight reduction pattern theory. , a theory of price reversal after failure to penetrate the low point of the previous wave, a theory of price reversal after an N-shaped decline, a theory of price reversal after consolidation, a theory of strong bull reversal, and a theory of price reversal after failure to penetrate the previous wave for the second time. Low point reversal theory; there is a table in the position clearing. The title column of the table includes a position clearing, a clearing condition setting and a position clearing theoretical basis. The title column of the position clearing contains A long position clearing chart and a short position clearing chart provide users with one-click settings; the title bar of the position clearing and the respective columns corresponding to the clearing condition settings include an option for intelligent clearing and an The option of manual position clearing. After the user clicks the option of manual position clearing, he further sets the ratio of the closing price to the highest or lowest price during the day and the price increase or decrease ratio; the title bar of the position clearing corresponds to the position clearing. The respective columns of the clear theoretical basis include a long position Position clearing theory and a short position clearing theory; and a next step option is set at the end of the form for the user to click. The graphical financial management system as described in request item 2, wherein a table is provided when establishing an investment portfolio, and the title column of the table includes a security code, an investment direction, a security price, a number of security shares, a management days, and A management fee, the title bar of the security code contains at least one security code input, allowing the user to click to enter the security code or security name, and a serial number is automatically marked in front of the security code input field; the title bar of the security code corresponds to Each column of its investment direction includes at least one long or short option. The title column of the security code corresponds to the security price. Each column of the security code displays at least one real-time price of the security. The title column of the security code corresponds to its security price. Each column of the number of securities includes at least one option for inputting the number of securities. The title bar of the security code corresponds to the number of management days. Each column includes at least one option for setting the number of management days. The title bar of the security code includes at least one option for setting the number of management days. At least one management fee calculation is displayed in each column corresponding to the management fee. A decrease number and an increase number are set behind the management fee calculation field; a previous step and a send are set at the bottom of the form for establishing an investment portfolio. option to edit the transaction number data entered by the security code; set a My Portfolio option at the bottom of the sent option; the user clicks the My Portfolio option to continue to the My Portfolio page. The graphical financial management system as described in request item 1 or 4, wherein on the My Investment Portfolio page, the user clicks the My Investment Portfolio option to continue to the My Investment Portfolio page, and the My Investment Portfolio page displays a page including a Portfolio stocks, an intraday plus/minus data table, a post-market plus/minus data table and a plus/minus historical data table. There is a table in the portfolio stocks, and the title column of the table includes a security code, an investment direction, A registered stock price, a real-time stock price, a range increase, a change in the number of shares, an account holding and a remaining number of days. At least one security code and name are displayed in the title column of the security code, and the security code and name column are displayed. A serial number is automatically marked in front of the digit; the title bar of the security code displays at least one long or short position in each column corresponding to its investment direction. At least one registered stock price data is displayed in each column of the title column corresponding to its registered stock price. At least one real-time stock price data is displayed in each column of the title column corresponding to its real-time stock price. The title column of this security code corresponds to its real-time stock price. Each column of the interval increase data displays at least one interval of increase data. The title column of the security code corresponds to its share number change. Each column displays at least one share change data. The title column of the security code corresponds to its account number. Each column of holdings displays at least one holding data on the account. The title column of the security code displays at least one remaining management days data in each column corresponding to its remaining days. There is a table at the bottom of the portfolio stocks. Set up an option to create a portfolio. The graphical financial management system as described in request item 5, wherein the intraday plus and minus code information table is provided with a table, and the title column of the table includes a plus (minus) code, a stock code, a date, a real-time stock price, A range of increase, a plus/minus ratio, a plus/minus number of stocks and a pattern chart. The title bar of the stock code displays at least one stock code and name; the title bar of the stock code corresponds to each of its plus/minus codes. Each column displays at least one plus or minus mark. The title bar of the security code corresponds to its date. Each column displays at least one real-time intraday date and time. The title bar of the security code corresponds to its real-time stock price. At least one real-time stock price data is displayed in each column. At least one interval of increase data is displayed in each column of the title column of the security code corresponding to its interval increase. At least one interval increase data is displayed in each column of the title column of the security code corresponding to its plus or minus code ratio. At least one plus/minus code ratio data is displayed. The title bar of the security code corresponds to the plus/minus code stock number data in each column. At least one plus/minus code stock number data is displayed respectively. The title bar of the security code corresponds to the respective columns of its pattern chart. At least one comparison pattern chart is displayed respectively; among them, there is a table in the after-hours plus and minus code information table. The title column of the table includes one plus (minus) code, one stock code, one date, one real-time stock price, and one interval increase. , a plus-minus code ratio, a plus-minus code stock number and a pattern chart, the title bar of the stock code displays at least one stock code and name; the title bar of the security code corresponds to the respective column of the plus (minus) code At least one plus or minus mark is displayed respectively. The title bar of the security code displays at least one real-time intraday date and time in each column corresponding to its date. The title bar of the security code corresponds to its real-time stock price in each column. Displays at least one real-time stock price data for the security The title bar of the code displays at least one interval increase data in each column corresponding to its interval increase. The title bar of the security code displays at least one plus/minus code ratio data in each column corresponding to its plus/minus code ratio. The security code's At least one plus or minus code number data is displayed in the respective columns of the title bar corresponding to the number of plus or minus coded shares, and at least one comparison pattern chart is displayed in each column of the title bar of the security code corresponding to the pattern chart; wherein There is a table in the plus/minus code history data table. The title column of the table includes one plus/minus code, one stock code, one date, one execution stock price, one interval increase, one plus/minus code ratio, one plus/minus code stock number and one In the pattern chart, the title bar of the stock code displays at least one stock code and name; the title bar of the security code displays at least one plus or minus code in each column corresponding to the plus (minus) code. Each column in the title column corresponding to its date displays at least one real-time intraday date and time. The title column of the security code displays at least one execution stock price data in each column corresponding to its execution stock price. The title column of the security code displays at least one execution stock price data. At least one interval of increase data is displayed in each column corresponding to the increase in the interval. The title bar of the security code corresponds to at least one increase and decrease ratio data in each column. The title bar of the security code corresponds to its increase and decrease ratio. The respective columns of the plus or minus code number of stocks display at least one plus or minus code number of stock data respectively, and the title bar of the security code corresponding to the corresponding column of the pattern chart displays at least one pattern comparison chart. The graphical financial management system as described in request item 1, wherein the display of my portfolio page includes a portfolio stock, an intraday plus and minus data table, a post-market plus and minus data table, and a post-market plus and minus historical data table, The daily chart of securities is a daily K-line chart. Clicking on the stock code and name will connect to the one-day K-line chart, allowing users to compare the daily K-line chart. There is a stock name marked on the daily K-line chart, and its daily K-line chart In the line chart, the abscissa is the date, the ordinate is the stock price, the abscissa marks a real-time date, and the ordinate marks a real-time price. The coordinates of the K-line chart for that day display the K-line for the day, and there is a K-line next to the K-line chart for that day. Back option that the user clicks to link back to their My Portfolio page. The graphical financial management system as described in request item 1, wherein the historical management record page On the page, the historical management record page displays a management record. There is a table in the management record. The title column of the table includes a security code, an investment direction, a registered stock price, a registered number of shares, a management days, and a management fee. and a login date, at least one security code and name are displayed in the title bar of its security code, and a serial number is automatically marked in front of the security code and name fields; the title bar of the security code corresponds to the respective columns of its investment direction. At least one long or short position is displayed respectively. The title bar of the security code displays at least one registered stock price data in each column corresponding to the registered stock price. The title bar of the security code displays in each column corresponding to the registered share number. At least one registered share number data, the title column of the securities code displays at least one management days data in each column corresponding to its management days, and the title column of the securities code displays at least one management day data in each column corresponding to its management fees. For fee data, the title column of the security code displays at least one login date data in each column corresponding to its login date. The graphical financial management system as described in claim 1, wherein the securities are stocks, bonds, currency exchange rates, futures, options and other derivative financial products. The graphical financial management system as described in claim 1, wherein the electronic transmission method is an email or an APP method to notify the user for reference.