KR20010107453A - Method of improving the direct investment by voting system - Google Patents

Abstract

In order to achieve the above objectives, the investor accesses a website. Here, select the type of fund you want to manage and join the fund. After joining the fund, the initial lion order window is provided to investors and through this screen, they select and vote on the stock they wish to invest. Afterwards, the next login will be provided with a fund status window to confirm the fluctuations of the stocks he invested, and to specify whether to buy or sell through the selection window. Here, additional buy items, sell items, and replacement items are determined, and the voting results of the entire fund members are checked in the voting result window. The above procedure is valid for more than 50% of the total number of accounts, and real orders will occur. The real order is sent to the consignment brokerage server based on the number of votes to be traded. This process is repeated during the life of the fund, providing a way for the investor to develop investment capacities.

Description

How to cultivate securities direct investment ability by voting system on the Internet {Method of improving the direct investment by voting system}

The present invention relates to a method of cultivating the ability of direct investment of securities by a voting system on the Internet. More specifically, a number of investors access the website to select investment items and apply for trading. Accordingly, when the ratio of the investor's application for the item exceeds 50%, the decision making method is passed to the consignment brokerage firm and the sale is made.

Traditional stock investments were mostly for investors to go to a securities company, open their own account, and then place an order for stocks to go directly to the securities company or invest over the phone. This conventional method has never been attractive in terms of time or cost. Overcoming these shortcomings, investing on the Internet has provided investors with significant time savings as well as significant financial savings. However, for beginners, despite these advantages, they still had to pay a lot of sacrifices and costs in order to gain the ability to invest. In order to overcome these shortcomings, the method of simulated stock investment has been provided according to the development of the Internet. However, the disadvantage of the method is that investors use the virtual funds to manage the stock investment. Could not be cultured.

The present invention has been made in view of the above-described problems, and aims to cultivate direct equity investment capability by allowing investors to operate a fund with a certain limit on the Internet for a certain period of time.

1 is a network configuration of the present invention made on the Internet.

FIG. 2 is a flowchart illustrating a procedure in which an investor, an investment fund server, and a consignment securities server play a role of each other as the investor decides to invest on the Internet.

3 is a flowchart showing a process in which an investor joins a server providing the present invention as a member and performs an initial lion order.

Figure 4 is a flow chart showing the process of performing an investor and a lion after the initial lion order by the investor logging in as a member to the server providing the present invention.

5 is a screen example showing a fund subscription window for guiding a fund subscription.

6 is a screen example showing a voting start screen for initial lion order after joining a specific fund.

7 is a screen example showing a purchase window in which an investor selects a fund order by joining a server providing a present invention as a member and selecting a fund type.

FIG. 8 is a screen example of a fund status window showing a fund holding status in which investors refer to the screen to determine an investment direction.

9 is a screen example showing a trade type selection window for selecting a trade type.

10 is a screen example showing a screen for selecting and specifying whether to sell in the order window for trading.

11 is a screen example showing a replacement type selection window in which an investor can replace some items.

12 is a screen example showing a voting confirmation window for re-confirming whether or not to vote when the voting process is completed.

FIG. 13 is a screen example showing a sales voting result window according to a voting result made by an investor.

14 is a screen example showing the overall operation status window of the fund.

In order to achieve the above objectives, the investor accesses a website. Here, select the type of fund you want to manage and join the fund. After joining the fund, the initial lion order window will be provided to the investor, and through this screen, he selects and votes the item he wants to invest in. From the next login, he / she will be provided with a fund status window to confirm the rise and fall of the invested item. And select whether to trade through the selection window. Here, additional buy items, sell items, and replacement items are determined, and the voting results of the entire fund members are checked in the voting result window. The above procedure is valid for more than 50% of the total number of accounts, and real orders will occur. The real order is sent to the consignment brokerage server based on the number of votes to be traded. This process is repeated during the life of the fund, providing a way for the investor to develop investment capacities.

Hereinafter, preferred embodiments of the present invention will be described in detail with reference to the accompanying drawings.

1 is a network configuration of the present invention on the Internet, by the investors (100a to 100n) participating in the fund, the investment fund server 110, and the investment fund server 110 implemented for the purpose of providing the present invention It consists of a consignment securities company server 120 for processing the determined order. Here, the investment fund server 110 is composed of a member DB 111 for managing the member and a member investment information DB 112 for the investment acts performed by the member based on the member DB. Along with this, the brokerage firm server 120 also has a member DB that manages the investment fund server 110 as a member.

FIG. 2 is a flowchart illustrating a procedure in which an investor, an investment fund server, and a consignment securities server play a role as each investor decides an investment on the Internet. First, the investor 100 joins the investment fund server 110 that provides the present invention as a member and joins the fund and orders the first purchase. After the initial lion order, the investor logs in (①) and checks the fund status window provided by the investment fund server 110 to confirm the fluctuation of the ordered item (②). After looking at the investment results of the previous day and selecting a trading type such as trading or holding (③), the investment fund server 110 collects the order information according to the above order and the items ordered by the investors are the total subscription accounts. More than 50% of the votes participate in the VOTE and obtain the most votes among them, and enter into an order to the consignment brokerage server 120 according to the real-time trading decision (④). The voting ballot here refers to a single account, which is usually available to individuals for up to 10 accounts. The consignment securities company server 120 that received the order checks the stock price in the previous day and notifies the investment result to the investment fund server 110 (⑤. This process (① ~ ⑤) is repeated for three months, and the final investment result. The amount will be distributed online to investors within 4 days after the fund expires (⑥).

3 is a flowchart showing a process in which an investor joins a server providing the present invention as a member and performs an initial lion order. The investor who wants to cultivate the securities investment capability first accesses the investment fund server 110 and proceeds by clicking the "I agree" button 500 on the subscription screen of FIG. 5 to join the fund to participate in (step S300). When the subscription is completed, the fund to be invested first selects the item to be invested and makes an initial lion order accordingly (step S310). That is, in order to make an initial lion order on the screen of FIG. 6, the purchase button 600 is clicked to select five items in the purchase window of FIG. In this case, 5 items will be selected when ordering the first lion, and the limit for each item when ordering the first lion is determined in the order of the highest priority, and 30%, 25%, 15%, and 10% of the total offer amount. The first lion order thus determined is registered (step S320).

Figure 4 is a flow chart showing the process of performing the lion and the lion after the initial lion order by the investor logging in to the server providing the present invention as a member. The investor who made the initial lion order logs in (step S400), and checks the fund status window (current holding status 800 of FIG. 8) and confirms the performance of the holdings according to the market conditions of the previous day (step S410). . On the basis of these results, it is determined whether to participate in the voting (sales) (step S420), and FIG. 9 shows the additional type of purchase (900), "hold" (910), and "sold orders" as the trade type selection window. 920 to provide a menu. Here, in the case of the additional purchase, if the additional purchase is desired with the retained cash material, the "additional purchase" is selected (step S430). "If the number of additional sheets is selected, the number window of Fig. 7 is outputted, and when the item code, item name, unit price, quantity, etc. are entered by clicking the" add "button 700, the number of item selection is completed (step S431). In case of selecting "Sell Order" (step S432), in the Sell Order window of FIG. 10, click the check box 1000 of Sell or Not to specify the number and price of the sold item (Step S433), and specify "Send Item". A selection window for selecting “Own” appears as shown in Fig. 11. When “Replacement item designation” (1100) is selected in the replacement type selection window in Fig. 11, the number of items to be bought is designated in the purchase window of Fig. 7. (Step S450) means, "hold" 1110 means to sell only but not to buy .. Finally, in case of "hold" (step S434), select when you want to keep the current state and confirm the holding again. You just have to go through the process of double-checking (Step S435) When the voting process of the transaction participation is completed, a screen for confirming its own voting appears as shown in Fig. 12, and the investor reconfirms it (step S460). As a result of the selection operation, the voting result is displayed in the trading voting result window of FIG. 13 (step S470), and only the top 5 items execute the real order to the consignment server. The sale is closed (step S480), and the result of the investment by the consignment securities firm is provided to the investors in the fund status window of Fig. 8 after the predetermined period (step S490). Step S490 will be carried out.

The above steps are repeated during the life of the fund, but if the yield is more than 50% or the loss is more than 30%, the fund is terminated regardless of the maturity period. In addition, for the purpose of education, the same item cannot be bought and sold on the same day, and the order for the reserved item for redemption is automatically assigned from the 7th day before the expiration date. In addition, the trading decision participation time is determined by setting a certain period. For example, the period may be set after the end of the previous day's market (4 pm) to 8:20 am the next day.

5 is a screen example showing a fund subscription window for guiding a fund subscription.

Investors will join this fund by reading details of the various articles of incorporation and operating rules.

6 is a screen example showing a voting start screen for initial lion order after joining a specific fund. The investor checks the voting participation time 600 and the current order amount 610 and clicks the "buy" button 620 to enter the stock trading order.

7 is a screen example of a purchase window in which an investor selects a fund order by joining a server providing a present invention as a member and selecting a fund type. In this screen, the investor will place a lion order. Clicking the Add button 700 will display a code list of the stock. Check the item you want to buy, if you enter the item code 710 here, the item name is automatically output, complete the price and quantity to fill out. Here, the price selects the designated price within the lower and upper limits, and the resulting price is the average price of the voting price. In addition, quantities are ordered in 10-week increments and must not exceed the per-priority limit on initial order. The average yield based on the calculated results is selected up to 10 weeks.

FIG. 8 is a screen example of a fund status window showing a fund holding status in which investors refer to the screen to determine an investment direction. Here, this screen is a fund status window that shows the performance of the fund according to the stock price of the day after the initial purchase order and the stock holding code for the item held by the fund in the box of "Currently held" (800). , Purchase unit price, quantity, purchase price, full-day closing price, valuation amount, orderable amount, and return rate are shown. As a result of such a screen, in order to indicate whether or not to participate in today's trading, by clicking the "go to vote" button 810, it is possible to express the intention of today's transaction on the next screen. In addition, the "box" 820 represents information such as the type of fund, its operation period, and the number of accounts to which the investor is subscribed.

9 is a screen example showing a trade type selection window for selecting a trade type. Here, investors can choose the type of trading, which is made up of three types, such as "buy additional" (900), "hold" (910), "sold order" (920). If you want to buy more with cash reserves, select "Buy more" (900). If you want to keep the current status, select "Hold" (910), selectively replace some stocks or replace all stocks you own. If desired, click on "Sell Order" 920. And, the present orderable amount 930 is shown here, the total orderable amount 930 that can be bought order is calculated by the following equation (1).

Total Order Amount = (Prices of Selected Items + Cash-Based) * Quantity

The total orderable value here refers to the amount that can be ordered after the initial death and the cash position refers to the cash currently held. In addition, the total orderable amount represents the amount that can be placed by the total investors. In addition, the total orderable amount is the amount minus the predetermined fee. For example, if the predetermined fee is 0.05% of the purchase limit and the purchase limit is 300 million, the orderable amount is as follows.

Total order value = 300 million * (1-0.05) = 285 million won.

10 is a screen example showing a screen for selecting and specifying whether to sell in the order window for trading. If you want to sell some items, check and select the "check box" (1000) of the trade or not column and click the "OK button" (1010). In this case, the stocks in the check box will be sold and you can select as many stocks to replace them.

11 is a screen example showing a replacement type selection window in which an investor can replace some items. When a part or all items are sold through the trading order window of FIG. 10, it may be selected as a replacement item designation or retention. Here, the meaning of designating a replacement item 1100 is to designate a replacement number as long as the item for sale selection. That is, it is only necessary to replace the item by specifying additional items up to the orderable amount through the order window of FIG. In addition, when the holding 1110 is selected, it means only selling and maintaining the state.

12 is a screen example showing a voting confirmation window for re-confirming whether or not to vote when the voting process is completed. Through the voting confirmation window, investors see a screen that illustrates the results of the voting ballot, and through this screen, the final decision is made to confirm the voting actions performed in the previous steps.

FIG. 13 is a screen example showing a sales voting result window according to a voting result made by an investor. Of the valid votes of the investors who have performed the above steps, only the top five stocks with the total number of votes are traded and concluded in real order with the brokerage firm. This screen shows the results of such voting, and if there is no item applied for by the investor, the process described in the previous step can be repeated through the fund status window within the designated period the next day. In this screen, the average price, fixed quantity, decision amount, limit amount, limit ratio, total number of votes, etc. shall be briefly described as follows.

1) Average price: The average order price of investors, excluding the highest price and the lowest price.

2) Confirmed quantity: It means the average order quantity of investors, excluding the highest quantity and the lowest quantity.

3) Determination Amount = Average Price * Confirmed Quantity

4) Limit Ratio: The ratio of the top 5 items to trade. That is, 30%, 25%, 20%, 15%, 10%.

5) Limit Amount: This is the limit of the trading amount according to the limit ratio, and it means the amount minus the predetermined fee. For example, if the limit of trading is 30% and the fee is 2.5% of the total 1 billion funds, the method of calculating the limit is as follows.

Limit amount = 300 million * 0.975 = 290 million won

14 is a screen example showing the overall operation status window of the fund.

if. If an investor joins one of the funds, Ant Fund No. 1 (1400) and Ant Fund No. 2 (1410), and repeatedly conducts the stock investment activities through the above steps until the expiration period, the investment result, the result of investment, and the evaluation The amount, market rate of return, fund rate of return and the like can be identified on the screen. In this case, the investment amount is the initial investment amount, and the valuation amount is the amount that the fund expires and is allocated to investors, and is used to calculate the investor's maturity return. In other words, the investor's valuation per account is as follows.

1 Account Valuation = ((Maturity Valuation + Interest in Period) / Total Accounts)

Maturity settlement amount = 1 account valuation * Number of accounts held

to be. Equation (2) and (3) exemplify the amount of maturity settling that an investor can receive from an invested fund.

Example 1) Revenue realization,

Maturity Amount: 1,150,000,000

Initial principal investment amount: 1,000,000,000

Realized Revenue: 150,000,000

Accrued interest: 500,000

Total Account Number: 10,000

Number of accounts held: 4

1 Account Valuation = (1,150,000,000 + 500,000) / 10,000 = 115,050

Maturity settlement amount = (1 account valuation amount) * 4 = 115,050 = 460,200 won

The following shows (Equation 4) and (Equation 5) for calculating market returns and fund returns.

Market Return = (Due to KOSPI-Set Date Closed (KOSPI) / Set Date Closed KOSPI * 100

KOSPI: Korea Composite Stock Price Index

Fund yield = (valuation amount-investment amount) / investment amount * 100

Although the present invention has been described in detail using the preferred embodiments, the scope of the present invention is not limited to the specific embodiments, and should be interpreted by the appended claims. In addition, those of ordinary skill in the art should understand that many modifications and variations are possible without departing from the scope of the present invention.

According to the present invention, each fund subscriber can directly manage the fund with a small amount of funds in order to invest in securities, thereby lowering the risk risk and increasing the ability to analyze information on market participants. It is more effective in gaining practical experience.

Claims (7)

In the way of developing the ability to invest in securities on the cyber, As the investor accesses and logs in to the investment fund server, the investment fund server provides a fund status window for informing the investor of a full day; As the investor selects a voting in the fund status window and checks the total orderable amount on the voting start screen where the trading type can be selected and determines the trading order in the buying window for trading, the investment fund server selects the trading. A second step of storing a result of a voting order of a voting order in a database and providing a real-time voting result window to the investor and sending a real order to a consignment securities server; A third step of the consignment securities server transmitting the full-day tax result of the securities transaction to the investment fund server; The investment fund server stores the full-day sales results in a database, and posts the full-day sales information including the sales result information in the fund status window to provide the investor with the fourth step. Method of cultivating the ability of direct investment of securities by the voting system on the Internet comprising a. The method of claim 1, A fifth step of providing the investor with the investment amount, the valuation amount, and the fund return rate through the entire operation status window as the fund management period expires; Wow And a sixth step in which the server calculates the maturity settlement amount according to the overall status window and informs investors of a personal dividend amount. The method of claim 2, The personal dividend amount is a predetermined fee minus the maturity settlement amount, The maturity settlement amount is calculated by the following equation, Maturity settlement amount = 1 account valuation * Number of accounts held The one account valuation amount is calculated by the following equation 1 Account Valuation = ((Maturity Valuation + Interest in Period) / Total Accounts) A method of cultivating direct investment capability of securities by a voting system on the Internet, characterized in that. The method of claim 1, Method of cultivating the direct investment capability of securities by the voting system on the Internet, characterized in that the second type of trading is three types of additional buy, sell orders, and holding. The method according to any one of claims 1 to 4, The total orderable amount is calculated as Total Order Amount = (Prices of Selected Items + Cash-Based) * Quantity A method of cultivating direct investment capability of securities by a voting system on the Internet, characterized in that. The method of claim 1, The second step is a method of cultivating the direct investment capability of securities by the voting system on the Internet, wherein each member has one voting right per account. The method of claim 1, In the second step, the investment fund server provides the voting results to the investor in the order of voting in the voting result window, and orders only the top 5 events by voting on the Internet. Securities Direct Investment Capability