Device, method and computer program product for processing overexpression of self-selected commodity edition

Abstract

The invention discloses a device, a method and a computer program product for processing self-selected commodity editing excess. The device comprises a memory, a screen and one or more processors, the memory stores an application program, and the application program comprises a self-selection editing and excess handling module and a self-selection quotation module. The self-selection editing and excess processing module stores the corresponding financial commodities in the memory according to the instruction, displays a selection group component and reads the financial commodities, the selection group component comprises a plurality of self-selection groups, and the upper limit number and the current number corresponding to the self-selection groups are checked; when the number of the optional group does not reach the upper limit and the optional group does not contain financial commodities, a corresponding selection key is displayed, an instruction is received to add the financial commodities to the optional group, when the optional group contains the financial commodities, a corresponding commodity repeated label is displayed, and when the optional group reaches the upper limit and does not contain the financial commodities, a corresponding commodity replacement key is displayed.

Description

[0001] This invention relates to a technology for editing a watchlist of financial products in a computer or mobile device, and more particularly to a device, method, and computer program product for handling excessive stock selections in watchlist editing. Background Technology

[0002] "Selected stocks" or "selected products" refer to a group of stocks or financial products that investors choose from the stock market or financial markets based on their personal preferences and investment strategies. These stocks or financial products are usually placed in a custom list (i.e., a watchlist) so that investors can easily track and monitor their price movements, trading volumes, and other relevant market information. A watchlist helps investors focus only on the products they are interested in from a large pool of stocks / products.

[0003] Currently, financial market data or order placement software on computers, smart TVs, or smartphones provides a watchlist view to display the market data of products in a watchlist, which typically includes multiple groups. For example, prior art, Taiwan Patent Publication No. I710252, discloses an "apparatus and method for adding audio and video channels to a TV watchlist group". The method includes: establishing a connection with a server; adding at least one or more audio and video channels of multiple financial products to at least one watchlist group of a watchlist stock list according to a new watchlist instruction; uploading the watchlist stock list to the server; downloading market information corresponding to the financial products included in the watchlist group of the watchlist stock list from the server; generating a watchlist market view and displaying it on a screen. The watchlist market view includes a market data frame corresponding to the number of financial products in the watchlist group and an audio and video playback frame corresponding to the number of audio and video channels. Each market data frame corresponds to one financial product to display the market information of the financial product, and each audio and video playback frame corresponds to one audio and video channel to display the audio and video channel; receiving a zoom instruction to zoom in on the audio and video playback frame on the screen; and automatically adjusting the display position of each market data frame to match the zoom of the audio and video playback frame. The stock selection editing module 32 disclosed in the prior art specification adds financial products or audio / video channels to the watchlist group based on the "Add to Watchlist" command, deletes financial products or audio / video channels from the watchlist group based on the "Delete to Watchlist" command, and modifies the financial products or audio / video channels in the watchlist group based on the "Modify to Watchlist" command (e.g., modifying the order of financial products or audio / video channels in the watchlist, modifying the alias of user-defined audio / video channels, modifying the watchlist group to which financial products or audio / video channels belong, or modifying the arrangement position of audio / video channels). Furthermore, the prior art specification discloses that the watchlist can contain multiple watchlist groups, such as "Watchlist Group 1," "Watchlist Group 2," "Watchlist Group 3," etc., and each watchlist group contains multiple selected financial products and audio / video channels. Users can edit the financial products and audio / video channels of any watchlist group in the watchlist (e.g., adding, deleting, modifying).

[0004] Existing technology one does not disclose whether there is an upper limit to the number of items in the user-selected list, and therefore does not mention how to handle situations where the number of newly added user-selected items exceeds the limit. Existing technology two does not have a limit on the number of items in the user-selected list; that is, users can set any number of items in any user-selected group. The disadvantages of this technology two are that when there are too many user-selected items on the device, it becomes difficult to operate the user-selected market view (e.g., to view the items at the bottom, one needs to constantly touch and slide, or constantly scroll the view with a mouse / remote). Furthermore, a user-selected list without a quantity limit can easily consume excessive server hardware resources during computation. Therefore, existing technology three sets an upper limit on the user-selected list; that is, each user-selected group has a fixed quantity limit. For example, each user-selected group can only have a maximum of "60" items. When the quantity of a group exceeds this limit, it is impossible to add a "61st item"; the existing items in that group must be manually deleted before a new item can be added.

[0005] Due to limitations in existing technology, if a user (investor) reaches the quantity limit for a group when adding new products to their watchlist, they must first cancel the "Add to Watchlist" process and instead perform the "Delete Existing Products in the Group" process. Then, they must repeat the "Add to Watchlist" process. This process is cumbersome, time-consuming, and inefficient. Therefore, it is necessary to improve the existing technology by proposing a technique that utilizes hardware and software to handle excess products during watchlist editing. This would allow users to complete the addition of products in a watchlist group in one go when the watchlist exceeds its limit, reducing redundant steps, increasing operational flexibility, and thus overcoming the shortcomings of existing technology. Summary of the Invention

[0006] In view of this, the present invention proposes an apparatus, method and computer program product for handling excess self-selected items editing. An excess handling mechanism is added to the self-selected item editing module. When a user adds a self-selected item, the system first checks whether the self-selected group exceeds the limit. If it does, the excess handling mechanism is activated, allowing the user to directly handle the problem of excess self-selected groups in the same operation process of adding a new self-selected item when editing self-selected items.

[0007] This invention proposes a device for handling excess quantity in the self-selected product editing process. The device includes: a communication module for establishing an Internet network connection; a login verification module for establishing a connection with a server and performing login verification; and a self-selected product editing and excess quantity handling module. This module stores a corresponding financial product in a memory based on a product search instruction or a product selection instruction, displays a selection group component, and reads the financial product. The selection group component includes presenting multiple self-selected groups, checking an upper limit quantity and a current quantity for each self-selected group, and displaying a corresponding selection button when one of the self-selected groups has not reached the upper limit quantity and does not contain the financial product. It also receives a setting target group instruction generated by the selection button to add the financial product to one of the selected self-selected groups. When one of the selected groups has reached its maximum quantity and does not contain the financial product, a corresponding replacement product button is displayed. A replacement product instruction generated by the replacement product button is received to select an existing selected product from one of the selected selectable groups and replace it with the financial product. A storage instruction is received to store the change of one of the selected selectable groups to a corresponding selectable list. A selectable market data module generates a selectable market data view based on the selectable list and displays it on a screen, and downloads market data information corresponding to the selectable list from the server. A memory is used to store an application, the financial product, and the selectable list. The application includes a login verification module, a selectable editing and excess handling module, and the selectable market data module. The screen displays the graphical user interface of the application. One or more processors are connected to the memory and the screen and execute the application.

[0008] Optionally, the selection group component is selected from: a dialog box component and a pop-up window component.

[0009] Optionally, each of the selectable groups presented by the selectable group component includes the corresponding upper limit number and the current number.

[0010] Optionally, the selection button is selected from: a multi-selection block component, and a single-selection button.

[0011] Optionally, a corresponding duplicate label for a product is displayed when one of the selected groups already contains the financial product.

[0012] This invention further proposes a method for handling excessive self-selected product editing, applied to a client device. The client device includes a communication module, a memory, and a screen. The method includes: establishing a connection with a server and performing a login verification; receiving a product search instruction or a product selection instruction and storing the corresponding financial product in the memory; displaying a selection group component and retrieving the financial product from the memory, the selection group component including multiple self-selected groups; checking an upper limit quantity and a current quantity corresponding to each of the self-selected groups; and handling situations where one of the self-selected groups has not yet reached its limit. When the maximum quantity is reached and the financial product is not included, a corresponding selection button is displayed; when one of the selected groups has reached the maximum quantity and does not include the financial product, a corresponding replacement product button is displayed; a target group setting instruction generated by the selection button is received to add the financial product to one of the selected selected groups, or a replacement product instruction generated by the replacement product button is received to select an existing selected product from one of the selected selected groups and replace it with the financial product; and a storage instruction is received to store the change of one of the selected groups to a corresponding selection list.

[0013] Optionally, the selection group component is selected from: a dialog box component and a pop-up window component.

[0014] Optionally, each of the selectable groups presented by the selectable group component includes the corresponding upper limit number and the current number.

[0015] Optionally, the selection button is selected from: a multi-selection block component, and a single-selection button.

[0016] Optionally, a corresponding duplicate label for a product is displayed when one of the selected groups already contains the financial product.

[0017] The present invention also proposes a computer program product installed on a mobile device having a processor, a memory and a screen. The computer program product is stored in the memory and can run on the processor. When the processor executes the computer program product, it implements the steps of the above-described method for handling excessive self-selected goods editing.

[0018] The following detailed description of the features and advantages of the present invention in the embodiments is sufficient to enable any person skilled in the art to understand the technical content of the present invention and implement it accordingly. Based on the disclosure of this specification, the scope of protection of the claims, and the drawings, any person skilled in the art can easily understand the related objects and advantages of the present invention. Attached Figure Description

[0019] Figure 1 This is a system functional block diagram of a device according to an embodiment of the present invention; Figure 2 This is a system function block diagram of an application program according to an embodiment of the present invention; Figure 3 This is a schematic diagram of the screen display of the custom market view according to Embodiment 1 of the present invention; Figure 4A This is a schematic diagram (a) of a screen display with self-selected products added in Embodiment 1 of the present invention; Figure 4B This is a schematic diagram (II) of a screen display showing the addition of self-selected products in Embodiment 1 of the present invention; Figure 4C This is a schematic diagram (III) of the screen display for adding self-selected products in Embodiment 1 of the present invention; Figure 4D A schematic diagram (four) of the screen display for adding self-selected products in Embodiment 1 of the present invention; Figure 5 This is a schematic diagram of a screen display with self-selected products added in Embodiment 2 of the present invention; Figure 6 This is an operation flowchart of Embodiment 1 of the present invention.

[0020] In the picture: 10: Device for handling excessive amounts of self-selected products. 12: Processor 14: Memory 16: Screen 18: Communication Module 20: Application 22: Login Verification Module 24: Optional Editing and Overload Handling Module 26: Custom Market Data Module 28: Custom Market Data View 30: Search button 32: Edit Custom Keys 34: Select Group Component 36: Selection button 38: Replace product buttons 40: Duplicate Product Labels 42: Replace product view. Detailed Implementation

[0021] This invention can be applied to any client device equipped with a screen and capable of running the application program of this invention (i.e., stock quote software or stock trading software), including but not limited to personal computers (PC / MAC), laptops (Laptop / Notebook / Portable Computer), smartphones, tablet PCs, handheld stock quoting devices, personal digital assistants (PDAs), smart TVs, etc.

[0022] See Figure 1 and Figure 2 This is a system functional block diagram of the device 10 for handling excessive self-selected product editing according to the present invention. The legend only lists the core modules related to a preferred embodiment of the present invention; other modules are omitted and not depicted. The application program 20 in this embodiment is executed on the device 10 for handling excessive self-selected product editing according to the present invention. In one embodiment of the present invention, the device 10 for handling excessive self-selected product editing (e.g., a computer, smartphone, smart TV) includes: one or more processors 12, a memory 14, a screen 16, and a communication module 18, such as... Figure 1 As shown. The memory 14 stores the application program 20; the processor 12 executes multiple program instructions contained in the application program 20, and implements the following modules in a hardware and software collaborative manner: login verification module 22, custom editing and overload handling module 24, and custom market data module 26; the screen 16 is used to display the graphical user interface (GUI) of the application program 20. When this embodiment of the invention is applied to a mobile device, the screen 16 also has touch functionality to handle screen touch operation events (handled by the touch component with touch functionality). When this embodiment of the invention is applied to a personal computer, the screen 16 is an external screen (although the attached diagram shows a built-in screen, an external screen can also be considered as an integral part of the device 10, so a separate system functional block diagram of a personal computer with an external screen is not depicted); the communication module 18 is used to establish Internet network connections, such as wired broadband, WLAN (Wi-Fi, etc.), mobile communication networks (such as 3G, 4G, 5G, etc.).

[0023] Continue reading Figure 2 The system functional block diagram of application program 20 according to an embodiment of the present invention includes: login verification module 22, user-selected editing and excess handling module 24, and user-selected market data module 26. The illustration only lists the core modules related to a preferred embodiment of the present invention; other modules are omitted and not depicted, such as: international financial market data module, user-selected market data module, detailed market data module, individual stock news module, accounting module, etc. The application program 20 of the present invention is a financial market data program or a financial trading program.

[0024] The login verification module 22 is used to establish a connection with the server and perform login verification. In some embodiments, after successful login verification, the token is downloaded and stored in the memory 14. Login verification includes various methods. In some embodiments, the user is authenticated by account and password; in some embodiments, the user is authenticated by biometric features, such as fingerprint recognition or Face ID recognition.

[0025] In this invention, users can add new products to their selections in two ways: 1. By inputting the product name or code using a keyboard or voice to search / compare the "all product list" (or product summary list), and then selecting the desired product from the search / compare results; 2. By browsing the "all product list" or "categorized product list" (e.g., sector list, concept stock list), and selecting the desired product from the list. In some embodiments, users can select either method one or method two by clicking the edit selection button 32 (generating an edit selection instruction). This invention uses the above methods to drive the selection editing and excess processing module 24 to add new products. Method one generates a product search instruction, while method two generates a product selection instruction. The selection editing and excess processing module 24 can then store the corresponding financial product (i.e., the product to be added) in the memory 14 for the selection group component 34 to read, based on the product search instruction or the product selection instruction. The so-called selection group component 34 is a GUI (Graphical User Interface) component used to present selectable custom groups, such as a dialog box component or a popup window component. The selection group component 34 includes multiple custom groups and buttons or labels corresponding to each custom group. The custom editing and over-limit handling module 24 checks the upper limit (which is the system default) and the current quantity corresponding to each custom group; in some embodiments, the upper limit and current quantity corresponding to each custom group are displayed in the selection group component 34 so that the user can clearly understand the quantity of custom items contained in each custom group (i.e., the current quantity), whether the system default upper limit (i.e., the upper limit quantity) has been reached, which custom group has the most custom items, which custom group has the fewest custom items, etc. The custom editing and over-limit handling module 24 will determine whether the quantity of the custom group has reached the upper limit and take different corresponding actions. When a user-selected group has not reached its maximum limit and does not contain the desired new financial product, the user-selected editing and excess handling module 24 displays a corresponding selection button 36 (e.g., a check box, or a radio button; clicking this generates a "target user-selected group" instruction) at the location corresponding to that user-selected group. Upon receiving the target user-selected group instruction from the selection button 36, the user-selected editing and excess handling module 24 adds the desired new financial product to the selected user-selected group. If the number of user-selected groups has reached its limit, adding more financial products will exceed the limit and will not be possible. The user-selected editing and excess handling module 24 will further determine whether the desired new financial product already exists in a user-selected group. Based on this, different marking actions will be performed on the corresponding user-selected group. This is the excess handling mechanism of this invention.One of the over-limit handling mechanisms of the present invention is as follows: When a certain self-selection group has reached the system limit and contains a financial product to be added, the self-selection editing and over-limit handling module 24 displays a corresponding duplicate product label 40 at the position corresponding to the self-selection group (to indicate that the self-selection group already has the same financial product). A second over-limit handling mechanism of the present invention is as follows: When a certain self-selection group has reached the system limit and does not contain a financial product to be added, the self-selection editing and over-limit handling module 24 displays a corresponding replacement product button 38 at the position corresponding to the self-selection group (clicking this button generates a replacement product instruction, used to switch the display of the replacement product view 42 to set the "existing self-selection product to be replaced") and does not display the selection button 36 (when the self-selection group has reached the limit, it can only be added by the replacement product button 38). After receiving the replacement product instruction generated by the replacement product button 38, the self-selection editing and over-limit handling module 24 allows the user to select one of the existing self-selection products from the selected self-selection group and replace it with the financial product to be added. Finally, the self-selection editing and excess handling module 24 receives a storage instruction (generated by clicking the storage button) to store the changes to the self-selection group into the corresponding self-selection list. In some embodiments, after the self-selection editing and excess handling module 24 stores the changes to the self-selection group into the corresponding self-selection list, it uploads the updated self-selection list corresponding to the self-selection group to the server. The storage and correspondence method of self-selection groups and self-selection lists is part of the prior art and will not be described in detail here. In another embodiment of the present invention, the present invention essentially provides a "product duplication handling mechanism". In other words, regardless of whether the number of self-selection groups has reached the limit, once a self-selection group contains a financial product to be added, the self-selection editing and excess handling module 24 displays the corresponding product duplication tag 40 at the position corresponding to the self-selection group (to indicate that the self-selection group already has the same financial product).

[0026] The custom market data module 26 generates a custom market data view 28 based on the custom list and displays it on the screen 16. Based on the group switching command, the financial products corresponding to the selected custom group are displayed in the custom market data view 28. Based on the financial products displayed in the custom market data view 28, the corresponding market data information is downloaded from the server.

[0027] See Figure 3This is a schematic diagram of screen 16 of the custom market data view 28 according to Embodiment 1 of the present invention, illustrating the graphical user interface of the application 20 of the embodiment displayed on screen 16. The accompanying drawings of this embodiment are based on the screen style of an Android smartphone. The present invention is not limited to smartphones; it can also be used on client devices such as personal computers, laptops, and smart TVs. The illustration shows the custom market data view 28 displayed after the device 10 for handling excessive editing of custom products executes the application 20 (financial trading software or financial market data software). To add a custom product, the user can click the search button 30 (generating a product search command), then select the desired product from the search / comparison results; or, browse the "all product list" or "categorized product list" (e.g., sector list, concept stock list) and select the desired product from the list (generating a product selection command); or, click the edit custom product button 32 (generating an edit custom product command) to select one of the above methods. The methods described above for starting to add custom products are prior art; therefore, subsequent screen 16 is not illustrated with the accompanying drawings.

[0028] See Figure 4A The diagram below illustrates the screen 16 for adding a selected product in Embodiment 1 of this invention. The diagram shows that when a user has already obtained the corresponding financial product (i.e., the product to be added) through a search or product selection command, this invention simultaneously presents all selectable groups using the selection group component 34 for the user to choose the target group to add. This invention displays the corresponding selection button 36 (in the example, a Radio Button, such as "Selected Group 1," "Selected Group 2," and "Selected Group 5") at the location corresponding to the selectable groups that have not reached the maximum quantity and do not contain the desired financial product. The user can add the desired product to the selected selectable group by clicking the selection button 36 (generating a command to set the target group). In this invention, the corresponding product duplicate label 40 (e.g., "existing product", meaning the same financial product already exists) is displayed in the position corresponding to the self-selection group that "already contains the financial product to be added" but the selection button 36 is not displayed (that is, "duplicate products cannot be added"). In addition, in the position corresponding to the self-selection group that "has reached the system limit and does not contain the financial product to be added", the corresponding product replacement button 38 is displayed (clicking it generates a product replacement instruction) but the selection button 36 is not displayed (that is, "products cannot be added in the normal way").

[0029] See Figure 4B The following is a schematic diagram (II) of screen 16 showing the addition of self-selected products in Embodiment 1 of the present invention. The diagram assumes that the user is... Figure 4AWhen the button 38 corresponding to "Selection Group Three" is selected (after clicking, a replacement product instruction is generated and the corresponding "Target Selection Group Parameter" is set to "Selection Group Three"), the selection editing and overload handling module 24 switches the screen 16 to the replacement product view 42 to display the existing selection products of the selected selection group (here, "Selection Group Three").

[0030] See Figure 4C The illustration (III) shows a screen 16 displaying a user-selected product selection, as shown in Embodiment 1 of the present invention. The illustration assumes that the user... Figure 4B The selected item is "Zhengxin 2105". The legend uses a thick border to indicate the selected existing item. In some implementations, the selected existing item is highlighted or highlighted with a different eye-catching color. Finally, clicking the "Replace Item" button below completes the setting of the "existing item to be replaced" parameter in the Replace Item command (that is, a complete Replace Item command includes three parameters: "Item to be added", "Target group", and "Existing item to be replaced").

[0031] See Figure 4D The following is a schematic diagram (fourth) of the screen 16 in Embodiment 1 of the present invention, which includes a user-selected product selection feature. The diagram illustrates how the user selects products when... Figure 4C After clicking the "Replace Product" button in the Replace Product View 42, screen 16 returns to its original state. Figure 4A On the screen, the product button 38 corresponding to "Custom Group Three" in the selected group component 34 is replaced with the product repeat label 40, indicating that the financial product to be added has been successfully added to "Custom Group Three". The user can then press the "Save" button (click to generate a save command) to save the changes to the custom group to the corresponding custom list. In some embodiments, this step can be omitted. Figure 4D The storage action, when the user... Figure 4C Clicking the "Replace Product" button in the Replace Product view 42 will automatically save the changes to the selected group to the corresponding selected list.

[0032] See Figure 5 This is a schematic diagram of screen 16 showing the addition of a selected product in Embodiment 2 of the present invention. The illustration is to illustrate that in some embodiments, the selection button 36 corresponding to the selected group is a check box, meaning that the same financial product to be added can be added to multiple target selected groups simultaneously. In the illustration, both "Selected Group 1" and "Selected Group 2" selection buttons 36 are checked, indicating that the financial product to be added will be added to both selected groups simultaneously.

[0033] See Figure 6The following is a flowchart of the operation of application 20 according to an embodiment of the present invention. It illustrates the process of a user using a smartphone to execute application 20 and then adding a new self-selected financial product. Please also refer to... Figure 1 , Figure 2 , Figure 3 , Figure 4A , Figure 4B , Figure 4C and Figure 4D , is to include: Step S101: Execute an application program 20 according to an embodiment of the present invention on device 10. The user executes the application program 20 (stock quote software or stock trading software) of the present invention on device 10 for processing excess data in the user's selected items editing.

[0034] Step S102: Establish a connection with the server and perform login verification. After the communication module 18 establishes an Internet network connection, the login verification module 22 establishes a connection with the server (i.e., the login server) to perform login verification. In some embodiments, after successful verification, a token is downloaded and stored in the memory 14. In some embodiments, the user authenticates with an account and password; in some embodiments, the user authenticates with biometrics, such as fingerprint recognition or Face ID recognition; in some embodiments, the user authenticates with electronic credentials.

[0035] Step S103: Receive a product search instruction or product selection instruction and store the corresponding financial product in memory 14. If a user wants to add a product to their selection, they can click the search button 30 (generating a product search instruction), then select the product to be added from the search / comparison results, or browse the "all product list" or "categorized product list" (e.g., sector list, concept stock list) and select the product to be added from the list (generating a product selection instruction). Then, the user selection editing and excess processing module 24 stores the financial product corresponding to the product search instruction or product selection instruction (i.e., the product to be added) in memory 14.

[0036] Step S104: Display the selection group component 34 and read the financial products from the memory 14. After the previous step is executed, the custom editing and overload handling module 24 displays the selection group component 34 on the screen 16 and reads the financial products from the memory 14. The selection group component 34 is used to present selectable custom groups and can be a dialog box component or a popup window component. Figure 4A As shown.

[0037] Step S105: Check the upper limit quantity and the current quantity corresponding to each selected group. The custom editing and over-limit handling module 24 checks the system's default upper limit quantity and the current quantity corresponding to each selected group in the custom list. In some embodiments, the upper limit quantity and current quantity corresponding to each selected group are displayed in the selection group component 34. In some embodiments, this step is performed in conjunction with the previous step. In some embodiments, this step S105 is performed first, and then step S104 is performed.

[0038] Step S106: Determine if the product is already included. The self-selection editing and over-limit handling module 24 compares the financial products read in step S104 with the self-selection groups in the self-selection list obtained in step S105 to determine whether each self-selection group already contains the financial product to be added. If "yes", proceed to step S107; if "no", proceed to step S108.

[0039] Step S107: When a custom group already contains a financial product, display the corresponding duplicate product label 40. When a custom group already contains the financial product to be added, the custom editing and excess handling module 24 displays the corresponding duplicate product label 40 in the position corresponding to the custom group (to indicate that the custom group already has the same financial product), such as... Figure 4A "Selected Group Four" in the middle.

[0040] Step S108: Determine if the upper limit has been reached. The self-selection editing and over-limit handling module 24 determines whether the upper limit of each self-selection group has been reached based on the upper limit obtained in step S105 and the current quantity of each self-selection group. If "yes", proceed to step S109; if "no", proceed to step S111.

[0041] Step S109: When a select group has reached its maximum quantity and does not contain any financial products, the corresponding replacement product button 38 is displayed. When a select group has reached its system maximum quantity and does not contain any financial products to be added, the select editing and excess quantity handling module 24 displays the corresponding replacement product button 38 at the position corresponding to the select group (clicking it generates a replacement product instruction, used to switch the display of the replacement product view 42 to set the "existing selectable product to be replaced") and does not display the selection button 36 (when the select group has reached its maximum quantity, it can only be added by the replacement product button 38), such as Figure 4A "Selection Group Three" in the middle.

[0042] Step S110: Receive the replacement item instruction to select an existing self-selected item from the selected self-selection group and replace it with a financial product. After receiving the replacement item instruction generated by the replacement item button 38, the self-selection editing and over-limit handling module 24 allows the user to select one existing self-selected item from the selected self-selection group and replace it with the desired new financial product (the financial product read in step S104). Figure 4B and Figure 4C As shown.

[0043] Step S111: When a selectable group has not reached its maximum quantity and does not contain any financial products, the corresponding selection button 36 is displayed. When a selectable group has not reached its maximum quantity and does not contain any financial products to be added, the selectable editing and over-limit handling module 24 displays the corresponding selection button 36 (e.g., a checkbox, or a radio button; clicking it generates a target group setting instruction to set the "target selectable group") at the position corresponding to that selectable group. Figure 4A The options are "Group 1", "Group 2", and "Group 5".

[0044] Step S112: Receive the setting target group instruction to add the financial product to the selected self-selection group. After receiving the setting target group instruction generated by the selection button 36, the self-selection editing and overload handling module 24 adds the financial product to be added to the selected self-selection group.

[0045] Step S113: Receive a storage instruction to save the changes to the selected group to the corresponding selected list. Finally, the selected editing and overload handling module 24 receives the storage instruction (generated by clicking the storage button, such as...). Figure 4D (As shown) to store changes to the selected groups to the corresponding selected list. In some embodiments, after the selected group editing and excess handling module 24 stores the changes to the selected groups to the corresponding selected list, it also uploads the modified selected list to the server.

[0046] As will be understood from the various embodiments of the present invention, program instructions executed by a computer can perform the individual blocks in the flowchart, combinations of blocks in the flowchart, and steps in the various embodiments. Providing the program instructions to a processor to operate generates a machine or resources for hardware and software to work together, thereby, when the instructions are executed on the processor, will produce components for performing the actions or technical effects specified in the flowchart blocks. Different sets of program instructions may also cause at least some of the operational steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by the various program instructions of an application may differ depending on the embodiment. Furthermore, some of the steps may be performed on more than one processor, for example, in the case of the microprocessor and peripheral interface processor working together in the device of the present invention. Moreover, without departing from the scope or spirit of the present invention, one or more blocks or combinations of blocks in the flowchart may be performed simultaneously with other blocks or combinations of blocks, or even in a different order than shown.

[0047] Therefore, the blocks of the flowchart of the present invention support combinations of components for performing specified actions or technical effects, combinations of steps for performing specified actions or technical effects, and program instruction components for performing specified actions or technical effects. It is also understood that these specified actions or technical effects are implemented by special purpose hardware systems or special purpose hardware working in conjunction with program instructions to execute the various blocks of the flowchart of the present invention and combinations of flowchart blocks.

[0048] In summary, this invention proposes a technique for handling excess items in the editing of custom-selected products. This solves the problem in the prior art where, when adding new custom-selected products, if a group has reached its quantity limit, the "Add Custom-Selected Product" operation must be canceled first, and instead, the "Delete Existing Custom-Selected Products in the Group" operation must be executed. Then, the "Add Custom-Selected Product" operation is executed again. This allows users to complete the addition of products in a custom-selected group in one go when editing custom-selected products, reducing redundant steps, increasing operational flexibility, and thus overcoming the shortcomings of the prior art.

[0049] Although the technical content of the present invention has been disclosed above with reference to preferred embodiments, it is not intended to limit the present invention. Any modifications and refinements made by those skilled in the art without departing from the spirit of the present invention should be included within the scope of the present invention. Therefore, the scope of protection of the present invention shall be determined by the scope of protection of the appended claims.

Claims

1. A device for handling excess self-selected product editing, characterized in that, The device includes: A communication module used to establish an Internet network connection; A self-selection editing and over-limit handling module stores a corresponding financial product in a memory according to a product search command or a product selection command, displays a selection group component and reads the financial product. The selection group component includes presenting multiple self-selection groups, checking the upper limit quantity and the current quantity of each self-selection group, and displaying a corresponding selection button when one of the self-selection groups has not reached the upper limit quantity and does not contain the financial product. The module receives a setting target group command generated by the selection button to add the financial product to one of the selected self-selection groups. When one of the self-selection groups has reached the upper limit quantity and does not contain the financial product, the module displays a corresponding replacement product button, receives a replacement product command generated by the replacement product button to select an existing self-selection product from one of the selected self-selection groups and replace it with the financial product, and receives a storage command to store the change of one of the self-selection groups to a corresponding self-selection list. A custom market data module generates a custom market data view based on the custom list and displays it on a screen, and downloads market data information corresponding to the custom list from a server; The storage device is used to store an application, the financial product, and the watchlist. The application includes the login verification module, the watchlist editing and over-limit handling module, and the watchlist market data module. This screen is used to display the application's graphical user interface; and, One or more processors connect the memory to the screen and execute the application.

2. The apparatus for handling excessive self-selected product editing as described in claim 1, characterized in that, The selection group component is selected from: a dialog box component and a pop-up window component.

3. The apparatus for handling excess self-selected product editing as described in claim 1, characterized in that, Each of the selectable groups presented by the selectable group component includes the corresponding upper limit number and the current number.

4. The apparatus for handling excess self-selected product editing as described in claim 1, characterized in that, The selection button is selected from: a core selection block component for multiple selection, and a single selection button for single selection only.

5. The apparatus for handling excess self-selected product editing as described in claim 1, characterized in that, The self-selection editing and overload handling module also includes: displaying a corresponding duplicate product label when one of the self-selection groups already contains the financial product.

6. A method for handling excessive amounts of self-selected product editing, applied to a client device, the client device comprising a communication module, a memory, and a screen, characterized in that, The method includes: Upon receiving a product search instruction or a product selection instruction, the corresponding financial product is stored in the memory. Display a selection group component and read the financial product from the memory; the selection group component includes presenting multiple selectable groups. Check the upper limit quantity and the current quantity corresponding to each of the aforementioned self-selected groups; When one of the selected groups has not yet reached the maximum number and does not contain the financial product, a corresponding selection button is displayed. When one of the selected groups has reached its maximum quantity and does not contain the financial product, a corresponding alternative product button is displayed. The system can receive a target group setting instruction generated by the selection button to add the financial product to one of the selected user groups, or receive a substitute product instruction generated by the substitute product button to select an existing user product from one of the selected user groups and replace it with the financial product; and Receive a storage instruction to store the change of one of the selected groups to the corresponding selected list.

7. The method for handling excessive self-selected product editing as described in claim 6, characterized in that, The selected group component is chosen from: A dialog box component, and a quick popup window component.

8. The method for handling excessive self-selected product editing as described in claim 6, characterized in that, Each of the selectable groups presented by the selectable group component includes the corresponding upper limit number and the current number.

9. The method for handling excessive self-selected product editing as described in claim 6, characterized in that, This selection button is selected from: A selection box component for multiple selections, and a single selection button for single selection only.

10. The method for handling excessive self-selected product editing as described in claim 6, characterized in that, Also includes: When one of the selected groups already contains the financial product, a corresponding duplicate product label is displayed.

11. A computer program product installed on a mobile device having a processor, a memory, and a screen, the computer program product being stored in the memory and capable of running on the processor, characterized in that, When the processor executes the computer program product, it implements the steps of the method for handling excess self-selected goods editing according to any one of claims 6 to 10.

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