Follow-up display solution in which stock name is bound with fundamental information

Abstract

The present invention relates to user interface optimization for a securities market software terminal. Provided is a follow-up display solution in which a stock name is bound with fundamental information. In the solution, fundamental information of a company, in particular a flagship product or service, is bound with a stock name and a code by means of a mini program, thereby forming follow-up display information, and the follow-up display information is displayed on a user interface along with the stock name. The solution aims to improve the efficiency of information acquisition, enhance the experience of investors, and guide value investing. With regard to the follow-up information, the display content, position and display mode can be customized, and interactive operations on a mobile device are supported. The solution significantly reduces the time and effort required for investors to acquire fundamental information of companies, thereby improving the practicality and market competitiveness of market software terminals.

Description

A scheme for displaying stock names along with their fundamental information Technical Field

[0001] This invention belongs to the field of optimized display technology for user interfaces of securities market software terminals. The invention discloses a solution that binds fundamental company information with stock names to form following information. This following information is prioritized in the stock name's main text box, followed by adjacent chart positions, and / or mouse hover positions and cursor positions. This following display solution allows users to easily obtain and understand fundamental company information, especially information about the company's main products or services, main business, or the industry to which its main business belongs, thereby improving market efficiency and enhancing user experience. Background Technology

[0002] Securities market data software terminals are daily tools for investors to select investment targets and gain in-depth understanding of listed companies. The success of value investing often depends on the correct judgment of the long-term investment value of the target company, which mainly depends on the industry environment, the profitability of the company's main business, and its future growth potential, serving as the anchor for stock pricing. Therefore, to some extent, choosing a listed company is actually choosing those companies whose main products or services have excellent profitability.

[0003] However, when searching for stocks using existing stock market software, investors are first greeted with real-time market information displayed at the top of the stock name, such as price increase, rate of increase, and current price. This information changes rapidly during trading hours, and its immediacy makes it highly misleading. To understand the company's relatively stable fundamentals, investors must search through numerous scattered announcements, consuming significant time and effort. Objectively, existing stock market software neglects investors' need for quick access to information about a company's fundamentals, especially key information about its main products or services. Technical issues

[0004] Therefore, the ability to immediately display the primary concern of investors—"What does this listed company do?"—and reduce the interference of real-time market information displayed at the top of the stock name is a pressing issue that needs to be addressed in the interactive display of existing securities market software terminals. This invention aims to optimize the information display method of existing securities market software terminals by binding information containing the company's fundamentals to the stock name and displaying it at the stock name location, and / or the mouse hover position or cursor position, following the stock name. When browsing different securities market data, investors can immediately obtain the company's fundamental information, especially key information such as its main products or services, main business, or the industry to which it belongs, simply by focusing on the stock name (or hovering the mouse over it), without even switching screens. This meets investors' needs for convenience, intuitiveness, and ease of understanding, which is the purpose of this invention. Technical solutions

[0005] This invention provides a scheme for displaying stock names along with their fundamental information. The scheme includes:

[0006] (1) Follow-up display information association module: Insert a small program so that the compatible securities market software terminal can associate the company's fundamental information, the main product or service information with the corresponding stock name and code to form follow-up display information.

[0007] (2) Follow-up display information display module: (1) The display position of the follow-up display information is preferably the same theme box of the stock name, secondly, the chart position adjacent to the theme box of the stock name (and / or stock code), adjacent to its bottom or top or left or right, etc., and thirdly, the mouse stop position and cursor position of the stock theme interface. It can also be a combination of the above display methods to achieve follow-up display.

[0008] (3) The following display methods mentioned in (1) and (2) include horizontal, three-dimensional, or floating display, etc. The following display information and stock name can be set differently in terms of color, grayscale or font (to make it easy for ordinary investors to identify).

[0009] (4) (1) The company’s fundamental information, main products or services information mentioned above are obtained based on the company’s announcements and preferably periodic financial reports.

[0010] (5) Further, the fundamental information mentioned in (1) and (4) is preferably bound to keywords related to fundamentals, and is preferentially listed in descending order of its impact on the company's development.

[0011] (6) Furthermore, (5) the keywords mentioned can be extracted using web crawling or AI technology, or can be created by securities market terminal service providers, and shall comply with the rules and regulations of the exchange.

[0012] (7) (1) The compatible securities market software terminal can provide user settings, and can provide a setting for the display content of the information displayed in (1) and (2) and the keywords in (5) and (6), which can be 1 item by default, or 2 items, 3 items or several items in the same column.

[0013] (8) The compatible securities market software terminal described in (1)-(7), especially the APP installed on a mobile device (with limited interactive interface), can provide a user setting so that when investors lightly touch the screen or click on the stock name, the row or topic box or a specific symbol (associated with the displayed information), the displayed content switches between showing and hiding.

[0014] (9) The compatible securities market software terminal described in (1)-(8) may include a path for personalized modification settings for investors to meet the needs of users to make timely modifications when important temporary announcements about stocks are made.

[0015] (10) Specifically, a follow-up display information module can be set up for the stock cycle price analysis chart: a symbol and / or keyboard shortcut can be set in the stock cycle price analysis chart area unit and associated with the follow-up display information in (1); when the user clicks or hovers over the symbol or presses the keyboard shortcut, the follow-up display information in (1) will be presented or hidden, and after clicking or hovering over the symbol or pressing the keyboard shortcut again, the follow-up display information in (1) will switch to hidden or presented in reverse; or if only the symbol is pointed to, the follow-up display information in (1) will be automatically displayed.

[0016] (11) The symbols mentioned in (10) are preferably eye-catching, such as static or dynamic images, static or dynamic plain text bars, static or dynamic images containing text prompts, static or dynamic images combined with adjacent text prompts, etc., which can be distinguished by color (to attract attention); or the periodic price analysis chart area unit or a specific area can be defaulted to a symbol.

[0017] (12) The mini-programs implemented by the modules described in (1) to (11) may use different programming languages, such as Python or JavaScript, depending on the securities market software terminal. Beneficial effects

[0018] Securities market data software terminals compatible with the modules of this invention have the following advantages:

[0019] (1) Improve information acquisition efficiency: When browsing stock names, investors should pay attention to fundamental information, especially core information such as the company's main products or services;

[0020] (2) Enhance investor experience: The core information is highly transparent, more user-friendly, and has a better user experience, which helps to enhance investors’ loyalty and trust in the market data terminal;

[0021] (3) Guiding value investing: The stock name highlights the company's core products or services or main business or the industry to which the main business belongs, attracting attention and guiding value investing;

[0022] (4) Free promotion channels: For listed companies, the binding display is their main product, which objectively provides a free promotion channel for their products.

[0023] In summary, this invention provides a stock name-linked, fundamental information-following display solution. Using the stock name (and / or mouse movement) as the entry point and viewing it as the "eye," it innovatively displays fundamental information (especially key product information) simultaneously at the stock's "eye" position. Like a finishing touch, this information is displayed at the primary focus of the interactive interface, addressing the shortcomings of existing securities market data terminals that neglect investors' concerns about core information. It achieves the simultaneous display of discrete key product information and the stock name (and / or mouse movement), possessing the characteristics of simplicity, intuitiveness, comprehensiveness, and efficiency. This represents a qualitative leap forward, addressing one of the pain points of existing securities market data terminals. This user-friendly following display solution is expected to be incorporated into securities market data terminal standards, creating a win-win situation for listed companies, software vendors, and investors. Attached Figure Description

[0024] Figure 1 shows a securities market software terminal compatible with the stock name binding and fundamental information-based follow-up display scheme of the present invention. When different stock areas are displayed on the same screen, the corresponding follow-up display information is displayed in the different stock name boxes. In the figure, the fundamental information (or keywords) is displayed as follow-up information in the stock name theme box, which is a schematic diagram of the co-frame binding and follow-up display. This is only one of the optional follow-up display schemes.

[0025] In the image: 1 - Stock Name Box, containing the stock name and related information including fundamental information (or keywords).

[0026] Figure 2 shows a securities market software terminal compatible with the stock name binding and following display scheme containing fundamental information of the present invention. When the mouse hovers over the stock cycle price analysis chart (as indicated by the arrow in the figure), following display information containing fundamental information (or keywords) will be automatically displayed after the mouse has been hovering over it for a certain period of time. The following display information disappears after the mouse is moved.

[0027] In the image: 1 - indicates the mouse hover position, 2 - the display area for the corresponding stock's fundamental information (or keywords) that follows. The best embodiment of the present invention

[0028] A preferred embodiment of the present invention: In a securities market data software terminal, a scheme for displaying stock names along with fundamental information is implemented, comprising the following steps:

[0029] (1) Import the library named securities_software_api (to interact with the securities market software terminal);

[0030] (2) Define a function named bind_company_product, whose parameter is security_code. The core function of this function is to obtain the main product information of the listed company corresponding to a given stock name and stock code by calling the API;

[0031] (3) Inside the bind_company_product function, first determine whether the company has a main product;

[0032] (4) If they exist, they are sorted from largest to smallest by the profit amount of the product or service, and then bound to the stock name and corresponding code in the form of keywords. They will be displayed in the securities market software terminal interactive interface along with the stock name.

[0033] (5) If it does not exist, then prompt the user that "the company does not have a flagship product;

[0034] (6) Define another function to display different stocks on the same interface or in the same area, and bind the keywords of the main products or services that are displayed to the system by default to two items. The stock cycle price analysis chart (due to the width of the interactive page) can be set to three items by default.

[0035] (7) Define another function to provide a setting option for users to select the number of featured products to display based on their personal preferences. Embodiments of the present invention

[0036] Example 1

[0037] This invention provides a scheme for displaying stock names along with fundamental information. By inserting a mini-program into a securities market software terminal, the company's fundamental information is bound to the stock name, and the stock name is displayed along with the stock name on the user interface. The stock name may include the stock code; the fundamental information is displayed in the same theme box as the stock name.

[0038] Example 2

[0039] The present invention provides a stock name binding and following display scheme containing fundamental information. The difference from Embodiment 1 is that the following display content is keywords extracted from the company's main product or service information.

[0040] Example 3

[0041] This invention provides a scheme for displaying stock names along with fundamental information. By inserting a mini-program into a securities market software terminal, keywords of the company's main products or services are bound to the stock name. The stock name is then displayed alongside the stock name on the user interface. The stock name may include the stock code. The keywords are displayed anywhere around the stock name's main content box, such as the upper right corner.

[0042] Example 4

[0043] The present invention provides a stock name-linked display scheme that includes fundamental information. Slightly different from Embodiment 3, the following display content is displayed in a floating manner.

[0044] Example 5

[0045] The present invention provides a scheme for displaying stock names along with fundamental information. Unlike embodiment 4, this invention includes a setting for displaying listed content along with the stock name, which is set to two items by default.

[0046] Example 6

[0047] The present invention provides a stock name-linked display scheme that includes fundamental information. Unlike the five embodiments mentioned above, the only difference is that additional market information, such as dynamic price-to-earnings ratio, is displayed when the displayed content is added.

[0048] Example 7

[0049] The present invention provides a stock name binding and following display scheme containing fundamental information. The only difference from the aforementioned six embodiments is that it provides an additional setting to allow investors to point to the stock name. The pointing method is to click or tap the screen, click or tap the stock name, click or tap the row where the stock name is located, or additional settings to switch the following display content between showing and hiding.

[0050] Example 8

[0051] This invention provides a scheme for displaying stock names along with their fundamental information in securities market data software terminals.

[0052] (1) Information containing the company’s main products or services, main business or industry to which the main business belongs is bound to the corresponding stock name and code to form stock name display information. This display information will be displayed at the stock name in the periodic price analysis chart area (referred to as the main chart in the industry);

[0053] (2) A symbol or keyboard shortcut can be set in the periodic price analysis chart area of ​​the stock software and associated with the following display information described in (1);

[0054] (3) When the user clicks the symbol described in (2) or presses the keyboard shortcut, the follow-up display information described in (1) will appear (or hide). After clicking the symbol described in (2) again or pressing the keyboard shortcut, the follow-up display information described in (1) will switch back to hidden (or appear). Or, when only pointing to the symbol described in (2), the follow-up display information described in (1) will be automatically displayed. The symbol is a conspicuous identifier and has four forms: the first is a static or dynamic image; the second is a static or dynamic plain text bar; the third is a static or dynamic image with text prompts; and the fourth is a combination of a static or dynamic image and adjacent text prompts, which can be distinguished by color (to attract attention).

[0055] Example 9

[0056] The present invention provides a stock name binding and following display scheme containing fundamental information. Unlike the aforementioned embodiments 1-6, the following display information can be displayed after the mouse hovers over the mouse for 5 seconds and disappears after the mouse is moved.

[0057] The above embodiments are merely examples to illustrate the logic of the present invention and are not intended to limit the specific implementation of the present invention. There are various alternative ways in the industry to integrate the solution into a general securities market software terminal. In general, the present invention uses the display of relatively stable company information, including fundamental information, following the stock name (and / or mouse position) as the gold standard. Industrial applicability

[0058] This invention addresses the challenges investors face in information acquisition and decision-making in the securities market by proposing an innovative information display solution. The solution is characterized by extracting fundamental information about the company, prioritizing keywords from its main products or services, and binding them to the stock name and code to form a continuously displayed information element. This information is then displayed on the interactive interface at the stock name (and / or mouse hover position). This prominently displays the company's core fundamental information at the stock name (stock eye position) or mouse hover position, allowing investors to immediately grasp the company's fundamentals upon viewing the stock name. Therefore, compared to traditional market data terminals, the innovation of this invention lies in its greater emphasis on the convenient display of fundamental information on securities market data software terminals, helping investors better understand investment targets. This invention is easily integrated into existing securities market data terminals, and this innovative solution is expected to have a positive impact on securities market software and the entire securities market. Sequence List Free Content

[0059] To address the challenges investors face in information acquisition and decision-making in the securities market, this invention proposes an innovative information display strategy. This strategy links fundamental company information, prioritizing key products, services, main business, or industry information, with the stock name and code, creating a prominent, follow-along display on the same interactive interface next to the stock name (and / or the mouse hover position). This draws investors' attention to the company's core fundamentals, effectively reducing the blindness and risk of investment decisions. Furthermore, the inventors conducted a double-blind survey targeting different social classes and genders—the test only presented and presented image content, giving participants only one task: to check the boxes for the two images they could best understand. The results showed that 100% of respondents chose the follow-along display image of this invention.

[0060] Investors using stock market software terminals generally understand that the stock name is always their first point of focus when analyzing a stock. It can be expected that by binding discrete fundamental information about the main product to the stock name, and displaying it alongside the stock name (or the mouse hover position), this objectively mitigates, to some extent, the negative impact of traditional stock market software terminals placing real-time market information at the top of the stock name. This is the logical starting point that distinguishes this invention from traditional stock market software terminals—where real-time market information is placed at the top of the stock name. Furthermore, by consolidating discrete fundamental information into a following display, it greatly facilitates ordinary investors. In short, this invention, by displaying discrete main product information alongside the stock name (and / or the mouse hover position) in traditional stock market clients (PC and mobile), easily solves the problem that confuses investors in quickly and accurately grasping the fundamentals of a target company. Displaying this information at the first point of focus represents a qualitative change in the interface interaction of traditional stock market software terminals, rather than simply an optimization of general information display. Stock market software terminals integrating this solution will benefit hundreds of millions of investors and promote the long-term positive development of the securities market.

Claims

1. A scheme for displaying stock names along with their fundamental information, characterized in that, Insert a small program into the securities market software terminal. The compatible system will bind the company's fundamental information with the stock name and code, forming a follow-up display of information containing fundamental information. This information will follow the display of the stock name (and / or code) on the user interface, and can also follow the display of the mouse hover position and cursor position on the stock theme interface.

2. The solution according to claim 1, characterized in that, The stock name (and / or code) position is selected based on the display location. Priority is given to the same theme box as the stock name. Secondly, the chart / table position adjacent to the stock name is selected. In addition, the transformed extended form is the stock code adjacent to the stock name (in fact, the stock name and code are bound together, equivalent to the same information block), and the information is displayed in the code position or its adjacent position.

3. The solution according to claim 1, characterized in that, The mouse hover position on the stock theme interface will display information after a certain period of time when the user hovers the mouse over a specific stock area, and then disappear automatically after a certain period of time, or disappear automatically after the mouse moves.

4. The solution according to claim 1, characterized in that, The following display method of the following display information includes, but is not limited to, horizontal following, three-dimensional following, or floating following, or a combination of these methods.

5. The solution according to claim 1, characterized in that, The company's fundamental information is based on company announcements and preferably periodic financial reports.

6. The solution according to claim 5, characterized in that, The fundamental information is linked to fundamental keywords and is prioritized in descending order of its impact on the company's development.

7. The solution according to claim 6, characterized in that, The keywords mentioned are extracted from the company's main products or services, main business, or industry, and are listed in descending order of the company's development to help investors quickly grasp the company's key information.

8. The solution according to claims 6 and 7, characterized in that, The keywords are obtained through technologies including but not limited to web crawling and AI extraction, or created by securities market data terminal service providers, and comply with exchange rules.

9. The solution according to any one of claims 1 to 8, characterized in that, The securities market software terminal provides user settings options, allowing users to customize the content and display style of the information displayed. The default number of content items should be small so that investors can quickly grasp the key information of the company.

10. The solution according to any one of claims 1 to 9, characterized in that, The securities market data software terminal, especially the APP on mobile devices, provides an operating interface that allows investors to switch between displaying and hiding information by means including but not limited to tapping the screen, clicking on the stock name or the row.

11. The solution according to any one of claims 1 to 10, characterized in that, In the periodic price analysis chart area of ​​stock software, a symbol or keyboard shortcut can be set and associated with the information displayed. Users can switch the display of the information by clicking the symbol or pressing the keyboard shortcut.

12. The solution according to claim 11, characterized in that, The symbols are eye-catching identifiers, including but not limited to static or dynamic images, static or dynamic plain text bars, static or dynamic images with text prompts, and static or dynamic images combined with adjacent text prompts, and can be distinguished by color to attract attention.

13. The solution according to claim 11, characterized in that, The system can set a symbol to default to a special symbol for a periodic price analysis chart area cell or a specific area.

14. The solution according to any one of claims 1 to 13, characterized in that, To achieve compatibility across different modules, the programming language used in different securities market data software terminals may vary, including but not limited to Python or JavaScript.

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