KR20130126348A - Stock trading system by client for following coach trader and providing method thereof - Google Patents

Abstract

Disclosed are a client trading system for following a coach trader and a method thereof. The client trading system for following the coach trader comprises a mirroring client which is included in a home trading system (HTS) of an investor and installed thereto or is installed to communicate with the HTS, the mirroring client including: a receiving module for receiving order information corresponding to the update of a portfolio from a portfolio management system (PMS) for maintaining the portfolio which an account of an investor follows; and a control module for generating mirroring order information to be corresponded with the order information received by the receiving module and outputting the generated mirroring order information to the HTS or outputting an order corresponding to the mirroring order information to a stock company system, wherein the control module confirms item information and weight information included in the order information to generate the mirroring order information. [Reference numerals] (110) Control module;(120) Receiving module;(130) Order processing module;(140) Rebalancing module;(210) Control unit;(220) Portfolio unit;(230) Order information generating unit;(240) Order processing unit;(250) Mock processing unit;(300) Securities company system

Description

Stock trading system by client for following coach trader and providing method

The present invention relates to a client ordering system for coach trader tracking and a method of providing the same. More specifically, when a trading order is to be output through a client used by a client, a predetermined system for providing a portfolio of coach traders is provided. For example, the PMS (Portfolio Management System) enables the customer's account to efficiently follow the coach trader's portfolio even when the account information of the customer is known as well as the customer's account information. And a method of providing the same.

In the trading market, individual investors typically fail to make effective investments for a variety of reasons, including lack of information, lagging information acquisition rates, or reckless investment strategies.

These individual investors are willing to follow (and follow) professionals who have good investment skills (e.g., good returns, odds, etc.) or so-called high investment strategies (e.g. investments, share of investment, and / or timing of sales). There may be a desire.

Prior art for such a technical idea is a Korean Patent (Registration No. 10-0401447, "Online securities trading system with an automatic order function linked to the leader investors"). In the prior art, it is necessary to know the account information (eg, investment amount, holdings, share, etc.) of a general investor in order to place a trading order for following a predetermined portfolio (eg, a transaction history of a leader investor). That is, in the prior art, a server computer (or a subject of the server computer) may check account information of a general investor, and through this, an account of each general investor may perform an order processing for following a predetermined portfolio. That is, order processing (hereinafter referred to as mirroring order processing) for interworking or following a specific portfolio may be performed by a server computer, or a subject of the server computer, that is, a subject entrusted with investment. As a result, in order to implement the prior art, it is feasible only when a consigned subject directly manages an investor's account.

However, if another person cannot directly operate the investor's account, such as a portfolio that is not entrusted with the investment and simply provides information about the portfolio to be followed by the investor, the investor's client system (eg, a home trading system, etc.) ), Any ordering action may need to be performed.

In this case, a system for generating and / or managing a portfolio followed by the investor's account (e.g., a server computer in the prior art, herein defined as PMS) is the investor's account information (e.g. current investment amount). , Holdings, valuations, etc.) are sometimes unknown. Also. Even if the account information of the investor is known, there may be a case where the client cannot output an order to follow the change of the portfolio when the PMS changes the portfolio.

Therefore, when the PMS provides a portfolio and outputs an order for following a portfolio provided by a client of a real investor, there is a problem that a gap exists between the portfolio and the real investor's account.

Therefore, even when an investor's client needs to directly output an order for following a portfolio provided by a PMS, a technical idea that the investor's account can efficiently follow a predetermined portfolio is required.

The technical problem to be achieved by the present invention is to create and / or manage a portfolio that the investor follows, i.e., an order for the investor's account cannot be output from the PMS, so that the investor's client must fulfill the order for the account. In this case, the investor's account provides a system and a method of providing the same that can efficiently follow the portfolio.

In addition, even if the PMS can know the account information of the investor, there is a gap between the portfolio provided by the PMS and the investor account, which provides a system and a method for providing the gap.

In addition, even if the PMS cannot know the investor's account information, the investor's account relatively accurately predicts the result of performing a mirroring order processing (eg, how much a particular item has been bought or sold) to follow the portfolio. By providing a system and a method of providing the same that can more efficiently follow the portfolio.

Accordingly, a client ordering system for following a coach trader according to an exemplary embodiment of the present invention may include a mirroring client installed in an investor's home trading system (HTS) or installed to perform communication with the HTS. A receiving module for receiving order information corresponding to an update of the portfolio from a portfolio management system (PMS) that maintains a portfolio to be followed by an investor's account, and a mirroring order to correspond to the order information received by the receiving module A control module for generating information and outputting the information corresponding to the mirroring order information to the HTS (Home Trading System) or the securities company system, wherein the control module includes item information and specific gravity information included in the order information; To check the to generate the mirroring order information There.

The client ordering system for following the coach trader may transmit mirroring completion order information, which has been processed by the control module, to the PMS, and an order corresponding to the unprocessed order information received from the PMS in response to the transmission. It may further include an order processing module for outputting a request for processing to the control module.

The client ordering system for following the coach trader may further include the PMS, wherein the PMS includes a portfolio unit for receiving update information for updating the portfolio from a terminal of a coach trader and maintaining the portfolio; And an order information generation unit for generating the order information corresponding to the update information, and a control unit for outputting the order information generated by the order information generation unit to the receiving module.

In addition, the PMS, from the order processing module to receive the mirrored order processing completed mirroring order information, using the received mirrored order information to extract the unprocessed order information using the order processing module for outputting to the order processing module It may further include.

In addition, the PMS receives the order information or the mirroring completed order information received from the order information generation unit or the order processing module, and simulates a virtual order corresponding to the order information or the mirroring completed order information. It may further include a simulation processing unit for outputting to maintain a virtual account corresponding to the account.

The simulation processing unit may output the virtual order corresponding to the mirroring completed order information corresponding to the order to the simulation investment system only when the order is mirrored by the control module.

In addition, the simulation investment system may be characterized in that it analyzes the remaining price of the order price of the item corresponding to the virtual order, and concludes the virtual trading according to the virtual order based on the analysis result.

In addition, the client ordering system for following the coach trader further comprises a rebalancing module for performing rebalancing such that the virtual account corresponding to the portfolio maintained by the PMS or the account of the investor and the account of the investor correspond to each other. It may include.

The client ordering system for following a coach trader for achieving the technical problem is an order information generation unit and the order information generation unit for generating order information corresponding to the update information for the update of the portfolio following the account of a given investor And a controller for outputting the order information generated by the investor's mirroring client, wherein the order information includes item information and specific gravity information, and the investor's mirroring client includes the order information based on the order information. The mirroring order information corresponding to the information may be generated and output to the HTS (Home Trading System), or a securities company system may output an order corresponding to the mirroring order information.

The client ordering system for following a coach trader for achieving the technical problem is an order information generation unit for generating the order information corresponding to the update information for the update of the portfolio that the account of a given investor, the order information generation A control unit for outputting the order information generated by the unit to the investor's mirroring client and a virtual order corresponding to the order information or the mirroring completed order information received from the mirroring client to the simulation investment system to correspond to the account. It may include a simulation processing unit for maintaining the virtual account.

A method of providing a client ordering system for following a coach trader for achieving the technical problem includes a step in which a mirroring client receives order information corresponding to an update of a portfolio to be tracked by an investor's account from a PMS, wherein the mirroring client is provided with the order information. Confirming the included item information and the specific gravity information, the mirroring client generates mirroring order information so as to correspond to the order information based on a check result and outputs it to the HTS or a securities company system corresponding to the mirroring order information And outputting the order.

The method for providing a client order system for following a coach trader may include: transmitting, by the mirroring client, mirroring completed order information to which the mirroring order is processed, corresponding to unprocessed order information received from the PMS in response to the transmission. It may further comprise the step of processing the order.

The method of providing a client order system for following the coach trader may include: receiving, by the PMS, update information for updating the portfolio from a terminal of a coach trader and maintaining the portfolio, wherein the PMS corresponds to the update information. Generating the order information, and outputting the order information generated by the PMS to the mirroring client.

In addition, the method for providing a client ordering system for following the coach trader,

Receiving, by the PMS, mirroring completed order information subjected to mirroring order processing, extracting unprocessed order information by using the mirroring completed order information received by the PMS, and mirroring the outstanding order information extracted by the PMS; The method may further include outputting to a client.

The method of providing a client order system for following the coach trader may include outputting a virtual order corresponding to the order information generated by the PMS or the mirroring completion order information received from the mirroring client to the simulation investment system; The simulation investment system may further include maintaining a virtual account corresponding to the account.

The outputting of the virtual order corresponding to the order information generated by the PMS or the mirroring completion order information received from the mirroring client may be performed by the mirroring client. Only in this case, the PMS may include outputting the virtual order corresponding to the order and corresponding to the mirroring completed order information to the simulation investment system.

The method of providing a client order system for following the coach trader may include performing rebalancing such that the PMS corresponds to a portfolio maintained by the PMS or a virtual account corresponding to the investor's account. It may further include.

According to another aspect of the present invention, there is provided a method for providing a client order system for tracking a coach trader, the method comprising: generating order information corresponding to update information for updating a portfolio that a PMS follows an account of a predetermined investor; And outputting the order information to the investor's mirroring client, wherein the order information includes stock information and weight information, and the investor's mirroring client includes: And outputting the mirroring order information to the HTS or outputting the order corresponding to the mirroring order information to the brokerage system.

The method for providing a client ordering system for following a coach trader for achieving the technical task includes generating order information corresponding to update information for updating a portfolio tracked by an investor's account. And outputting a virtual order corresponding to the order information or the mirroring completed order information received from the mirroring client to a mock investment system to maintain a virtual account corresponding to the account. The mirroring client may receive the order information to generate mirroring order information corresponding to the order information, output the generated mirroring order information to the HTS, or output an order corresponding to the mirroring order information to a securities company system. Can be.

A method of providing a client ordering system for following a coach trader for achieving the above technical problem may be stored in a computer readable recording medium having recorded a program.

According to an exemplary embodiment of the present invention, a client ordering system for coach trader tracking and a method of providing the same according to the present invention provide a system for creating and / or managing a portfolio followed by an investor, that is, a PMS cannot directly operate an investor's account. Even if the order must be output directly from the investor's account has an effect that can efficiently follow the portfolio. In addition, it is possible to diversify the operation of the PMS, that is, diversification of the portfolio that can be followed by investors.

In addition, since it is not necessary to know the account information of the investor, there is a significant reduction in the overhead for interworking with the securities company system to obtain the account information of the investor.

In addition, it is possible to follow the portfolio more efficiently by relatively accurately predicting the results of the mirroring order processing (eg, how much a particular item is bought or sold) to follow the portfolio through a simulation investment system. It works.

In addition, the simulated investment system maintains a virtual account corresponding to the investor's account so that the current investor's account can be estimated, and rebalancing is performed at a specific period or at a specific time. There is an effect that can be closely followed.

In addition, by performing the order in the mock investment system only when the order is output from the client of the client, it is possible to increase the coincidence rate of the virtual account predicted by the mock investment system and the actual investor's account.

BRIEF DESCRIPTION OF THE DRAWINGS The accompanying drawings, which are included to provide a further understanding of the technical idea of the present invention, are as follows.
1 is a view showing a schematic configuration of a client ordering system for following a coach trader according to an embodiment of the present invention.
2 is a diagram for describing information transmitted from a client ordering system for following a coach trader according to an exemplary embodiment.
3 is a view showing a schematic configuration of a simulation investment system according to an embodiment of the present invention.
4 illustrates an example of a UI provided by the mirroring HTS of the client ordering system for following a coach trader according to an embodiment of the present invention.
5 illustrates an example of another UI provided by the mirroring HTS of the client ordering system for following a coach trader according to an embodiment of the present invention.
FIG. 6 is a view for explaining a method of predicting a conclusion result of an order in which a mirroring order is processed by a simulation investment system according to an exemplary embodiment of the present invention.
7 is a diagram for describing a method of performing rebalancing in a client ordering system for following a coach trader according to an exemplary embodiment of the present invention.

In order to fully understand the present invention, operational advantages of the present invention, and objects achieved by the practice of the present invention, reference should be made to the accompanying drawings and the accompanying drawings which illustrate preferred embodiments of the present invention.

Also, in this specification, when any one element 'transmits' data to another element, the element may transmit the data directly to the other element, or may be transmitted through at least one other element And may transmit the data to the other component.

Conversely, when one element 'directly transmits' data to another element, it means that the data is transmitted to the other element without passing through another element in the element.

BEST MODE FOR CARRYING OUT THE INVENTION Hereinafter, the present invention will be described in detail with reference to the preferred embodiments of the present invention with reference to the accompanying drawings. Like reference symbols in the drawings denote like elements.

1 is a view showing a schematic configuration of a client ordering system for following a coach trader according to an embodiment of the present invention.

 Referring to FIG. 1, a client ordering system 1 for following a coach trader according to an embodiment of the present invention may be implemented including a client of an investor, that is, a mirroring client 100. The client ordering system 1 for following the coach trader may further include a PMS 200. In addition, the simulation investment system 500 as shown in FIG. 2 may be further included.

The mirroring client 100 may be included in the investor's home trading system 100-1 (HTS) in order to perform the mirroring order processing according to the spirit of the present invention. According to the embodiment, the mirroring client 100 is implemented as an application independent of the HTS 100-1, and the mirroring client 100 and the HTS 100-1 are organically coupled through communication. The technical spirit of the present invention may be implemented.

 In addition, in the present specification, the HTS 100-1 may refer to any type of software or application that allows an investor to trade financial products through their terminal (not shown). Accordingly, the HTS 100-1 may be a program that is installed in an executable form on an investor's terminal (not shown), and implemented as a web client (eg, a web browser, instant messenger, etc.) in various ways. May be

According to an embodiment, the mirroring client 100 may be implemented as downloadable software, and the mirroring client 100 may be installed in addition to the HTS 100-1 installed in the investor's terminal. That is, the mirroring client 100 may be update software of the HTS 100-1. According to another embodiment, the mirroring client 100 may be an application executed independently of the HTS 100-1. In this case, the mirroring client 100 may be organically coupled while communicating with the HTS 100-1 to implement the technical idea of the present invention. According to another embodiment, the HTS 100-1 itself may be the mirroring client 100. In this case, the HTS 100-1 may be manufactured and installed in the terminal of the investor so as to perform a function of the mirroring client 100 as defined herein.

The mirroring client 100 may receive predetermined order information from the PMS 200, and process the mirrored order information. Mirroring order processing is a series of outputting orders to a securities company system (or exchange system) in order to reflect in the investor's account a change or change in a specific portfolio to be followed by an investor corresponding to the mirroring client 100. It can mean the process of.

For example, when the mirroring client 100 is executed independently of the HTS 100-1 or additionally installed in one configuration of the HTS 100-1, in order to process the mirroring order information. The mirroring client 100 may output mirroring order information to the HTS 100-1. Then, the HTS 100-1 may output an order corresponding to the mirroring order information to a securities company system (or an exchange system). Accordingly, the mirroring client 100 may perform order processing so that a predetermined order is processed through the HTS 100-1.

According to an embodiment, when the HTS 100-1 is the mirroring client 100 for implementing the technical idea of the present invention, the mirroring client 100 generates the mirroring order information, and the generated mirroring An order corresponding to the order information may be output to the securities company system (or exchange system).

The mirroring client 100 receives the order information from the PMS 200 when the PMS 200 cannot output an order for the investor's account to the securities company system 300, and receives the received order. The mirroring order is processed. In other words, the mirroring order processing is required to perform the actual stock trading orders.

In this case, as described above, the PMS 200 may not know the account information (for example, an account valuation amount, a holding item, a specific gravity, etc.) of an investor corresponding to the mirroring client 100, and the account information. There may be cases where it can be known. In any case, however, a certain gap can occur between the portfolio and the account of the investor.

For example, when the account information corresponding to the investor's account is known, the PMS 200 may generate order information corresponding to the investor's account situation. However, even in this case, the mirroring client 100 may not always receive the order information, and may not be able to immediately perform the mirroring order corresponding to the order information even when the order information is received. In addition, even if the mirroring order processing immediately, the closing price or the closing amount may be changed by the price change of the trading item. Therefore, even if the PMS 200 checks the account information of the investor and outputs order information corresponding to the account status of the specific investor to the investor's mirroring client 100 using the confirmed account information, the PMS 200 is output to the PMS 200. The portfolio maintained by the investor and the account of the investor may generate gaps (such as holdings and / or ratios).

In addition, when the PMS 200 cannot confirm the account information of the investor, the PMS 200 may not generate order information corresponding to the investor's account status. In addition, the account information after the mirroring order processing by the mirroring client 100 cannot be confirmed. Accordingly, the PMS 200 generates order information to the mirroring client 100 based on the currently maintained portfolio, which may result in the order information not conforming to the situation of the investor's account at all. For example, in the portfolio maintained by the PMS 200, a certain item A is present in the proportion of 30%, but only 5% may exist or may not exist in the real investor's account. Thus, in this case, there is a necessity that a large gap exists between the portfolio and the investor's account, and ultimately the investor's account cannot follow the portfolio at all.

As a result, the present invention is a server for creating, maintaining, and / or managing a portfolio followed by an investor's account, that is, whether the PMS 200 can know the account information of the investor's account or not. Disclosed is a technical idea that can efficiently follow the portfolio.

As a result, according to the technical concept of the present invention, since the PMS (server computer) directly outputs an order for the account while directly operating the account of the investor, the account can be operated according to the desired portfolio. However, the technical idea of the present invention is that even if the PMS or the prior art cannot directly operate the account of the server computer, and the order for the account must be performed directly by the investor (terminal), the account can be efficiently recalled. Provide ideas to follow the portfolio.

The mirroring client 100 may be a program that the investor directly executes or operates, and thus the mirroring client 100 may naturally check the investor's account ledger. Of course, according to an implementation example, the mirroring client 100 may check the account origin of the investor through the HTS 100-1.

Accordingly, the PMS 200 provides the mirroring client 100 with information necessary for processing a mirroring order (ie, order information), and the mirroring client 100 performs the actual mirroring order processing. This can be implemented. Meanwhile, the PMS 200 may receive update information for updating the portfolio from the terminal 400 of a predetermined coach trader.

That is, the portfolio that the investor's account follows (follows) can be updated by the coach trader's terminal 400, and by such update information output from the coach trader's terminal 400 for such an update. Finally, the mirroring client 100 may perform order processing. This series of processes will be described with reference to FIG.

2 is a diagram for describing information transmitted from a client ordering system for following a coach trader according to an exemplary embodiment.

Referring to FIG. 2, predetermined update information for updating the portfolio may be received from the terminal 400 of a coach trader, and order information corresponding to the received update information may be output to the mirroring client 100. That is, the information that the coach trader outputs to the PMS 200 to include (or sell) a certain item in the portfolio at a certain weight, or information that can be confirmed by a change in the account of the coach trader, that is, the portfolio Information for updating the information may be received by the PMS (200).

Then, the PMS 200 outputs order information corresponding to the update information to the mirroring client 100. The order information is predetermined information (i.e., item, weight, buy or sell) that allows the investor's account to be changed with the same item and weight as the update information or with the same item and weight as the change in the portfolio performed by the update information. , Order price, etc.).

Then, the mirroring client 100 may generate mirroring order information corresponding to the order information. In other words, the items to be applied to the account, whether to buy or sell, quantity, price, etc. corresponding to the order information may be included in the mirroring order information. Then, the order corresponding to the mirroring order information by the mirroring client 100 may be output to the securities company system 300 directly or through the HTS (100-1).

Meanwhile, when the order is output to the brokerage firm 300, that is, when mirroring order processing is performed, the mirroring client 100 may provide predetermined information indicating that mirroring order processing is performed, that is, mirroring completion order information. Output to the PMS (200). Accordingly, the PMS 200 may check whether an order corresponding to any order information among the plurality of order information output to the mirroring client 100 is actually processed by the mirroring client 100.

Meanwhile, the mirroring client 100 may check the account information of the investor through direct communication with the securities company system 300 or through the HTS 100-1. If the PMS 200 can also check the investor's account, the PMS 200 displays order information that is not mirrored order information, that is, unprocessed order information, among order information output to the mirroring HTS 200. Mirroring order processing can reduce the gap between the portfolio and the investor's account. In addition, by rebalancing the investor's account to correspond to the portfolio at a predetermined period or at a predetermined specific time point (or event), the gap between the portfolio and the investor's account may be reduced. When the PMS 200 can verify the investor's account, for example, when the PMS 200 can receive the investor's account information from the mirroring client 100 or the PMS 200 It may be a case included in the securities company system is installed or can receive the account information from the securities company system.

Meanwhile, there may be a case where the PMS 200 cannot verify the investor's account due to legal or substantive issues. In this case, the PMS 200 may output a predetermined virtual order to the simulation system 500 to virtually process the same order as the order performed by the mirroring client 100. That is, the PMS 200 in principle outputs the same order as the order performed by the mirroring client 100 to the virtual simulation system 500, so that the virtual account corresponding to the account of the investor is the simulation system 500. Can be operated by Therefore, if there is a change in the portfolio that the investor's account follows, the PMS 200 controls the mirroring client 100 to follow the change and at the same time, the mirroring client 100 using the simulation system 500. The virtual account corresponding to the account can be maintained by virtually performing the same action as the order processing performed by). That is, when the PMS 200 cannot identify the investor's account, the investor's account can be inferred by maintaining the virtual account. This allows the investor's account to follow the portfolio more accurately and efficiently.

In this case, when the PMS 200 outputs the order information to the mirroring client 100, the PMS 200 may output a virtual order corresponding to the order information to the simulation system 500.

Alternatively, the virtual order may be output to the simulation system 500 only when the mirroring client 100 actually processes the predetermined order. This is because the PMS 200 outputs the order information to the mirroring client 100 so that the mirroring client 100 performs a specific order. However, the PMS 200 actually turns off the mirroring client 100 or the actual order for some reason. There may be cases where processing is not possible. Therefore, even in this case, when the virtual order is output to the simulation system 500, the virtual account and the account may be greatly different. That is, a (virtual) order corresponding to the order information may be performed only on the virtual account. Therefore, the PMS 200 may output a virtual order only when the mirroring client 100 orders an order corresponding to the order information (that is, only when mirroring completion information is received). . Meanwhile, the PMS 200 may operate a virtual account corresponding to the account by using this method for all orders (that is, the method of outputting a virtual order when the mirroring client 100 processes the order). . Alternatively, this ordering method can be used only for specific order types. For example, only a buy item for buying a specific item may use this method, and the remaining orders (eg, sell orders) may output a virtual order for the virtual account regardless of whether the mirroring client 100 processes the order. This is because, in the case of a purchase order, the order may not be executed according to the order point or the order may be concluded at a large price difference from the virtual order. This is because the difference between the share of the stock in the virtual account and that stock in the real account may increase. However, in the case of a sell order, although there may be a difference in the order execution price, it may be necessary to sell anyway.

Of course, the PMS 200 may check the information of the virtual account corresponding to the real account of the investor through the simulation system 500.

Referring back to FIG. 1, the mirroring client 100 may include a control module 110 and a reception module 120 to perform mirroring order processing. The mirroring client 100 may further include an order processing module 130.

The mirroring client 100 may be connected to the HTS 100-1 or may be connected to the securities company system 300 through a wired or wireless network according to an embodiment. The mirroring client 100 may be provided with the account information (eg, account evaluation amount, holding item, cash holding) of the investor's account corresponding to the mirroring client 100 from the securities firm system 300 or from the HTS 100-1. Amount, etc.) To this end, the mirroring client 100 may check the account ledger of the account.

In addition, the mirroring client 100 may be connected to the PMS 200 through a wired or wireless network.

Herein, a module may mean a functional and structural combination of hardware for carrying out the technical idea of the present invention and software for driving the hardware. For example, the module may refer to a logical unit of a predetermined code and a hardware resource for executing the predetermined code, and does not necessarily mean a physically connected code or a kind of hardware. Can be easily deduced to the average expert in the field of the present invention. Thus, the module refers to a combination of hardware and software that performs the functions defined herein, and does not imply any particular independent physical configuration.

The control module 110, the receiving module 120, and / or the order processing module 130 may be implemented in a predetermined program form that can be downloaded to an investor's terminal. Alternatively, at least some of the components included in the mirroring client 100 may be implemented by additionally installing a predetermined program for implementing the technical idea of the present invention in a predetermined HTS installed in the terminal of the investor.

The receiving module 120 may receive order information from the PMS 200. The order information may be information corresponding to the change or update when the portfolio followed by the investor is changed or updated.

When the portfolio is updated, it may be a case where predetermined update information is received from the terminal 400 of the coach trader. The update information will be described later.

On the other hand, when the PMS 200 does not know the account information of the investor, the order information includes item information for updating the portfolio, information on the weight of the item corresponding to the item information, whether to buy or sell, And / or information about price (large). That is, when the PMS 200 cannot confirm the account information of the investor, it may not be able to provide information for each investor to somehow disappear. Accordingly, the PMS 200 may output order information including item information and specific weight information of the item information to the mirroring client 100, and the reception module 120 included in the mirroring client 100 may The order information may be received. Then, the control module 110 generates mirroring order information so as to correspond to the received order information, and outputs the HTS 100-1, and the HTS 100-1 passes to the securities company system 300. Mirroring order processing can be performed by outputting the order. In some embodiments, the mirroring client 100 may directly output the order to the securities company system 300 to perform mirroring order processing.

Hereinafter, for convenience of description, the case in which the mirroring client 100 is the HTS 100-1 will be described as an example, but the scope of the present invention is not limited thereto.

For example, when the order information includes the information of 10% purchase of the A item, the control module 110 may receive the order information and check the account information of the investor. Then, it is possible to check how much is 10% included in the order information, thereby generating information for the purchase order of item A corresponding to 10% of the valuation amount of the account, that is, generating mirroring order information. Then, the control module 110 may perform the mirroring order processing by outputting the order corresponding to the mirroring order information to the securities company system 300.

If the PMS 200 can check the account information of the investor, the order information corresponding to the mirroring order information generated by the control module 110 by the PMS 200 receiving the update information of the coach trader You can also create That is, after generating the order information by changing the update information to match the account information of each investor, the generated order information may be output to the mirroring HTS (200).

The portfolio provided by the PMS 200 may be created and / or updated by a given coach trader. The coach trader may refer to a predetermined user or an automated system that is recognized as having excellent investment ability by a predetermined criterion (eg, a yield, a win rate, etc.). The coach trader may directly invest and the portfolio of the coach trader generated while performing the investment may be a portfolio provided to the investor in the PMS 200. To this end, the PMS 200 may receive transaction information of the coach trader from a terminal of the coach trader or a predetermined system (eg, a securities company system used by the coach trader) that operates an account of the coach trader.

According to an embodiment, the coach trader may not directly invest, but may output only the trading opinion and / or the investment opinion to the PMS 200. Then, the portfolio provided to the investor by the trading opinion and / or the opinion may be generated and / or managed. For example, the coach trader uses his terminal 400 to buy a specific A item 10% of the investment amount to the PMS 200, a certain price (or price) of a predetermined B item already included in the portfolio. You can print out a comment to sell at 50%.

As such, predetermined information (eg, transaction history data or investment opinion of a coach trader, etc.) that is a basis for updating the portfolio provided to the investor by the PMS 200 will be defined as update information of the portfolio in the present specification. .

The update information may include item information, information on whether to buy or sell (ie, information on whether to be included or excluded from the portfolio), information on the share of buy or sell, information on buy or sell price, etc. Can be.

Then, the PMS 200 may generate order information corresponding to the received update information. The order information may be identical to the update information or may be information in which the update information is changed or modified in a predetermined manner. That is, the update information may not necessarily be reflected in the portfolio provided by the PMS 200. For example, the coach trader may output the updated information to the PMS 200 to purchase the A item at 50% of the investment size through the terminal 400. Then, the PMS 200 may use the update information itself as order information. However, the PMS 200 may modify, change, or ignore the update information based on a predetermined criterion. For example, the PMS 200 may preset items which cannot be included in the portfolio based on a predetermined criterion. Therefore, when the item A is a non-incorporated item that is set in advance, the update information may be ignored by the PMS 200. According to an embodiment of the present invention, the PMS 200 may maintain a weighting criterion such that the weight of one particular item may not occupy more than a predetermined weight (eg, 30%). Therefore, although the update information may be information to purchase 50% of item A, the order information output by the PMS 200 to the mirroring client 100 may be information to purchase 30% of item A. . The PMS 200 from the coach trader's terminal 400 according to various criteria (e.g., non-incorporated stocks, specific gravity basis, liquidity criteria (e.g., low-liquidity stocks cannot be included in the portfolio)). The update information outputted as may be used as the order information by the PMS 200 as it is, modified or ignored. That is, order information output by the PMS 200 to the mirroring client 100 may be generated based on update information output from the PMS 200 from the coach 400 of the coach trader.

Then, the control module 110 of the mirroring client 100 that receives the order information output from the PMS 200 may process the mirrored order of the received order information. In this case, all received order information may be mirrored, but according to an embodiment, only a part of the ordered information may be mirrored.

For example, the mirroring client 100 may automatically process the mirroring order (hereinafter, 'automatic order processing') received by the investor or the mirroring order processing (hereinafter, 'semi-automatic order processing') after the investor's approval. You can choose to have it.

One such example is shown in FIG. 3.

4 illustrates an example of a UI provided by the mirroring HTS of the client ordering system for following a coach trader according to an embodiment of the present invention.

Referring to FIG. 4, the mirroring client 100 may provide a predetermined UI for the investor to select whether to make the mirroring order processing or the automatic order processing as shown in FIG. 4. The investor can check the UI through his terminal and choose whether to process the order automatically or semi-automatically.

If the investor selects automatic order processing, the order information received from the PMS 200 may be automatically mirrored order processing. If the investor selects semi-automatic order processing, if the order information received from the PMS 200 is confirmed by the investor (for example, approval or clicking on a predetermined button or UI), the order information Corresponding mirroring order processing may be performed. That is, an order corresponding to the received order information may be generated and output to the securities company system 300.

On the other hand, the mirroring client 100, if the investor has selected the semi-automatic order processing as described above and do not confirm, or if the mirroring client 100 is not executed or activated, or the mirroring client 100 There may be a case in which the received order information is not mirrored, such as when it is not executed.

That is, the server system (that is, the system corresponding to the PMS 200) does not directly perform mirroring order processing as in the prior art, but the present invention is that the creation and / or management of the portfolio is performed by the PMS 200. However, in the case of a dualized portfolio tracking system performed by the mirroring client 100 of the investor terminal, the mirroring order processing is not necessarily mirrored when the investor does not necessarily process the order information due to the change of the portfolio despite the investor's desire or desire. May be present. Therefore, a technical idea of processing mirroring orders of unprocessed order information that is not processed by the mirroring client 100 among the order information generated by the PMS 200 may be required.

To this end, the mirroring client 100 may further include an order processing module 130.

The order processing module 130 may transmit mirroring completion order information, which has been mirrored by the control module 110, to the PMS 200.

That is, the mirroring client 100 may not be able to transmit account information, such as which items are held in the investor's account, to the PMS 200. However, whether or not the order information received from the PMS 200 has been mirrored order processing may be transmitted to the PMS (200).

Then, the PMS 200 receives the mirroring completion order information received from the order processing module 130, and the order information that is not yet mirrored order processing by the mirroring client 100, that is, the unprocessed order information Transmission to the mirroring client 100 may be performed. Then, the order processing module 130 may determine whether to mirror the unprocessed order information again from the investor, that is, whether to send a request for processing the order corresponding to the unprocessed order information to the control module. . For example, the order processing module 130 may provide the details of the unprocessed order information to the terminal of the investor through a predetermined UI. An example of this is shown in Fig.

5 illustrates an example of another UI provided by the mirroring HTS of the client ordering system for following a coach trader according to an embodiment of the present invention.

Referring to FIG. 5, the order processing module 130 receives the unprocessed order information from the PMS 200, and provides the details of the unprocessed order information to the investor's terminal through a predetermined UI as shown in FIG. 5. can do. As such, when the unprocessed order information exists, the unprocessed order information may be provided to the investor as shown in FIG. 5 when the investor does not approve the mirroring order process in the state in which the semi-automatic order process is selected. Alternatively, when order information is generated by the PMS 200 but the mirroring client 100 is not executed or activated, the order processing module 130 is not executed or not through communication with the PMS 200. Order information that should have been received in the activated state can be received and provided to the investor through the UI.

As such, when the unprocessed order information is displayed through the investor's terminal, the investor may select whether to mirror each unprocessed order information. Although the UI for rejecting the mirroring order process is not illustrated in FIG. 5, a UI for rejecting the mirroring order process may be further provided according to an embodiment. If the investor selects the UI, the corresponding outstanding order information may no longer be provided to the investor for approval.

If the investor selects the 'order execution' UI, the mirroring order processing may be performed to correspond to the selected outstanding order information. In this case, as shown in FIG. 5, the price information (eg, 105,000 won) included in the unprocessed order information may not be executed or concluded due to the price change of the market. As such, an option for whether to place an order according to the price information included in the order information due to the price fluctuation of the market may be selected by the investor. This example is illustrated in FIG. 4.

Referring back to the bottom of FIG. 4, the investor may select in advance how to order the price when performing the mirroring order processing. For example, in case of selecting 'order by signal price', an order for mirroring order processing may be generated as the price information included in the order information and output to the securities company system 300. Alternatively, when price information is included or not included in the order information, the order may be divided into a current price, a market price, or a predetermined price. Depending on these various selection options, orders with mirrored orders may or may not actually be executed.

On the other hand, checking whether a mirrored order is actually executed or at what time it will be executed can be a very important function in a system that places an order to follow a specific portfolio. In particular, such a function may be very important when the PMS 200 cannot verify the account information of the investor. For example, if there is a predetermined portfolio standard (e.g., non-inclusive item or weighted basis) as described above and the investor's account is to be operated to meet such a portfolio standard, It is necessary to be able to know how much time has passed to confirm that these standards are met. However, such information may be an individual's personal financial information that the PMS 200 may not receive directly from the mirroring client 100.

In addition, as described above, since the investor can select options for various order prices, whether or not the order is actually executed depends on each option selected. If the account information of the investor can be accurately predicted without receiving the investor account information directly from the mirroring client 100 for various other reasons, it can be very useful for the investor's portfolio strategy. For example, only order information determined to be suitable for the account status of each investor by a predetermined criterion may be output to the mirroring client 100 of each investor so that efficient investment may be performed.

Therefore, without checking the account information of the investor directly from the mirroring client 100, what kind of items the investor's account holds, how long each item is concluded, how long each item is held, etc. It can be very useful to be as accurate as possible. This technical idea may be implemented by the PMS 200 and the simulation investment system 500 to be described later. This will be described later.

Referring back to FIG. 1, the PMS 200 includes a controller 210, a portfolio unit 220, and an order information generator 230. The PMS 200 may further include an order processor 230 and / or a simulation processor 250.

In addition, the PMS 200 may be implemented as at least one data processing system capable of performing the functions and roles defined herein. That is, the PMS 200 does not mean only one independent system, but may be implemented as a plurality of systems depending on the amount of data processing or information provided by the PMS 200. When implemented in a plurality of systems may be implemented to be connected to each system via a wired or wireless network to perform the functions or roles defined herein.

As used herein, the term "unit" may refer to an organic combination of software and hardware for performing a function defined in the present invention. In this case, the hardware may be implemented as a general-purpose computer system, and the software may refer to a set of software codes programmed (or coded) to perform a function defined herein.

The portfolio unit 220 may maintain and / or manage a portfolio provided to the investor (ie, followed by the investor's account). As described above, the portfolio maintained and / or managed by the portfolio unit 220 may be generated and / or changed based on update information output from the terminal 400 of the coach trader. Accordingly, the portfolio unit 220 may receive the update information from the terminal 400 of the coach trader and maintain, change, and / or manage the portfolio to be provided to each of the investors based on the received update information.

In addition, as described above, the portfolio unit 220 may store predetermined portfolio criteria in advance. Therefore, the portfolio unit 220 may use only the update information that meets the pre-stored portfolio criteria among the update information to change the portfolio. Of course, it can be reflected in changing the portfolio as much as the specific update information that meets the portfolio criteria. For example, when update information of 50% A stock is received from the coach 400 of the coach trader, the portfolio unit 220 may not reflect the update information to the portfolio at all, The updated information may be reflected only enough to satisfy the preset portfolio criteria such as 30% purchase.

In order to manage and / or maintain a predetermined portfolio, the PMS 200 may not necessarily use only update information output from the terminal 400 of the coach trader. According to another embodiment of the present disclosure, the portfolio unit 220 of the PMS 200 may generate and / or maintain a predetermined portfolio in various ways. For example, investment opinion information on a specific item may be collected from a predetermined external system (eg, a bulletin board, a securities company system, etc.), and at least some of the collected information may be used to generate a portfolio that an investor can follow.

This technical idea has been disclosed in the Korean patent application (Application No. 10-2011-0018432, "Portfolio management system and its provision method", filed "Previous Application 1") filed by the applicant of the present invention. Content and technical spirit described in the specification of the first application may be included as a reference of the present specification, it may be included as a content of the present specification.

Therefore, the update information does not necessarily need to be information output from the terminal 400 of the coach trader, and may be used to include all types of information collected from a predetermined external system and capable of updating a specific portfolio.

The order information generation unit 230 may generate the order information corresponding to the update information. The order information generation unit 230 generates only order information corresponding to update information capable of updating (or updating as much as) the portfolio among update information received from the terminal 400 of the coach trader or a predetermined external system. can do.

For example, the order information generation unit 230 may display the details (eg, items to be included or excluded (to be included), weight (or quantity), price, etc.) in which the portfolio is updated (or updated) from the portfolio unit 220. The order information may be generated to correspond to the received details.

Then, the control unit 210 may output the order information to the receiving module 120 included in the mirroring client 100.

Then, as described above, the mirroring client 100 may process at least some of the received order information.

As described above, the order processing unit 240 receives the mirroring completion order information, in which the mirroring client 100 performs the mirroring order processing through communication with the order processing module 130, and uses the received mirroring completion order information. Unprocessed order information can be extracted. Order information output to the mirroring client 100 may be stored in the control unit 210, the order processing unit 240 is a mirroring complete order received from the order processing module 130 and the details of the stored order information By comparing the information, unprocessed order information can be extracted.

Then, the order processing unit 240 may output the extracted unprocessed order information to the order processing module 130. Then, the order processing module 130 may automatically process a mirroring order of some of the received unprocessed order information according to a preset setting (that is, request the control module 110), and A semi-automatic mirror ordering process can also be processed by authorization.

On the other hand, the PMS 200 may be connected to a predetermined simulation investment system 500 through wired or wireless communication. In addition, the PMS 200 may confirm virtual account ledger information by relatively accurately estimating the status of an investor's account through the simulation investment system 500. Alternatively, through the simulation investment system 500, at least the execution result of each order of mirroring orders processed by the mirroring client 100 may be relatively accurately identified.

A schematic configuration of the simulation investment system 500 is shown in FIG.

3 is a view showing a schematic configuration of a simulation investment system according to an embodiment of the present invention.

Referring to FIG. 3, the simulation investment system 500 may include a virtual order processor 510 and a bid price remaining analyzer 520. The simulation investment system 500 may further include an account ledger 530.

The virtual order processor 510 may receive a virtual order from the simulation processor 250 included in the PMS 200.

The virtual order may include, for example, information on the type of order (eg, buy, sell, market price, current price order, etc.), item information, and quantity (or weight). The simulation processor 250 can confirm the virtual account ledger from the account ledger 530 to grasp information on the quantity (or specific gravity). That is, the account ledger 530 may store information on an estimated account ledger of the investor.

For example, when an investor wishes to receive a service according to an order system providing method that follows a coach trader according to an embodiment of the present invention, the investor may first set his / her account information (eg, valuation amount, holding item, Quantity per item, cash amount, etc.) may be registered in the PMS 200 by itself. Then, the first virtual account managed by the account ledger 530 may be account information registered by the investor.

Thereafter, by reflecting the result of the virtual order processing through the simulation investment system 500 to the virtual account ledger, the PMS 200 can estimate the account information of the investor relatively accurately.

The simulation processor 250 may identify the current virtual account ledger and generate the virtual order using the same. Then, the simulation processor 250 may output the virtual order to the simulation investment system 500. In this case, the virtual order output by the simulation processor 250 to the simulation investment system 500 may correspond to the order information output to the mirroring client 100.

That is, the simulation processor 250 may output a virtual order corresponding to the order information output to the mirroring client 100 by the controller 210 to the simulation investment system 500. In addition, the time point at which the virtual order is output to the simulation investment system 500 may be a time point substantially similar to the time point at which the order information is output to the mirroring client 100 (eg, within a few milliseconds). . Alternatively, as described above, the virtual order may be output only when mirroring completion order information is received according to the order type.

For example, when the mirroring client 100 automatically performs the mirroring order processing, the controller 210 outputs the order information to the mirroring client 100, and within a substantially similar time point, the simulation processing unit 250 The virtual order may be output to the simulation investment system 500. In this case, a result of the execution of the virtual order in the simulation investment system 500 and a result of the execution of the mirrored order processed order by the mirroring client 100 may be the same or similar. Alternatively, upon receiving the mirroring completion order information from the order processing module 130, the simulation processor 250 may output a virtual order to the simulation system 500 within a predetermined time.

Meanwhile, when the mirroring client 100 semi-automatically processes the mirroring order or when the mirroring client 100 is not turned off or activated, the mirroring client 100 substantially outputs the order information and the mirroring order processing by the mirroring client 100. The difference between the points of time may be large. In this case, only the virtual order corresponding to the order information that the mirroring client 100 actually processes the mirroring order, that is, the order information (ie, the mirroring completion order information) that outputs the order to the securities company system 300 is simulated. The output may be 500. That is, after outputting the order to the real securities company system 300, a virtual order corresponding to the order output within a substantially similar time point to the mock investment system 500 to output the order of the same or similar to the actual order possible Can be checked. To this end, the simulation processor 250 may receive mirroring complete order information from the order processor 240. Then, the simulation processing unit 250 receives the mirroring completion order information, the virtual order corresponding to the order information corresponding to the received mirroring completion order information to the virtual order processing unit 510 of the simulation investment system 500. You can print

The bid price remaining analysis unit 520 may analyze the information on the bid price remaining per order of the item corresponding to the virtual order, and may store the analyzed result. This technical idea is disclosed in Korean Patent Registration No. 10-0492733, "Method for Analyzing Price of Stock Price in Online Securities Transaction and System Using the Method", hereinafter, 'Registered Patent'. The contents and technical spirit disclosed in the registered patent are included as a reference of the present specification, and may be included as a description of the present specification if necessary.

That is, the bid price remaining analysis unit 520 may analyze the current bid price for each specific item as disclosed in the registered patent. Therefore, when the virtual order is to be concluded through the simulation investment system 500, the order processing unit 510 determines the exact position of the number of quotes corresponding to the virtual order, and whether or not the quantity before the virtual order is canceled or concluded. Relatively accurately. Therefore, according to the simulation investment system 500, it is possible to check the conclusion result of the virtual order relatively accurately.

An example of this is shown in Fig.

FIG. 6 is a view for explaining a method of predicting a conclusion result of an order in which a mirroring order is processed by a simulation investment system according to an exemplary embodiment of the present invention.

6A to 6C, an order for which a mirroring order is processed by the mirroring client 100 may be an order of purchasing A stock for 100 won. Then, the virtual order of the same content (ie, 100-week purchase order for 100 A stock items) by the simulation processing unit 250 may be output to the simulation investment system 500 at substantially the same time. Then, the virtual order processing unit 510 of the simulation investment system 500 may process the virtual order. At this time, the remaining price of the 100 won price of the A stock may be the same as FIG. 5A. That is, there may be a state in which the remaining price of the quotation leading to 100 won is 1000 shares.

In such a case, the conventional simulation investment system cannot know most of the remaining amount of the 1000 shares formed by the number of orders. Therefore, most orders will be processed as orders prior to the remaining 1000 weeks, or will be stored as a subordinate order remaining than the remaining 1000 weeks. An example of the case of storing as a residual amount of subordinated priority is shown in FIG. 6B.

However, according to the simulation investment system 500 according to the embodiment of the present invention, as shown in FIG. 6C, the preceding 1000 remaining stock prices are composed of several orders (for example, three orders), and the remaining amount for each order. (E.g., 500, 300, 200) can be analyzed. Therefore, according to the simulation investment system 500, 100 shares corresponding to the virtual order can be input in the subordinate remaining amount of 1000 shares which precedes the same amount as the actual trading system.

Therefore, in the case of a conventional mock investment system, if a predetermined cancellation order exists, it is not possible to confirm whether the cancellation quantity exists among the remaining balance preceding the remaining amount by the virtual order or the subsequent remaining quantity. After all the quantities (1000 shares) are concluded, the quantity (100 shares) according to the virtual order is controlled to be concluded.

However, according to the simulation investment system 500 according to an embodiment of the present invention, it is possible to clearly determine whether the cancellation or the new order for each new order is the remaining amount and the order preceding or following the virtual order by the actual exchange system. Fastening results can be obtained very similar to the fastening results.

If the result of the virtual order is reflected in the virtual ledger managed by the account ledger 530, the virtual ledger can be maintained to be almost the same as the account of the investor.

By maintaining a virtual account ledger exactly like this, the PMS 200 has an effect that can provide a suitable portfolio strategy for each investor. For example, there may be investor 1 and investor 2 following the same portfolio 1. In this case, predetermined update information may be received by the PMS 200, and the update information may be information for purchasing 30% of the A item.

In addition, the item A is not held in the investor 1's account, and the item A is already held in 20% in the investor 2's account.

In this case, the PMS 200 checks the virtual account ledger corresponding to the accounts of the investors 1 and 2, and accordingly, the mirroring HTS corresponding to the investors 1 corresponds to an order corresponding to 30% purchase of A stock. Information can be output. However, the mirroring HTS corresponding to the investor 2 may output order information different from the order information output by the investor 1's mirroring HTS. For example, when a portfolio standard that does not exceed 30% for each item is set in advance in the PMS 200, the PMS 200 may output order information corresponding to '10% purchase of A item 'to investor 2. .

As such, each investor's account can be accurately predicted, providing a tailored portfolio strategy for each investor.

7 is a diagram for describing a method of performing rebalancing in a client ordering system for following a coach trader according to an exemplary embodiment of the present invention.

Referring to FIG. 7, the portfolio maintained by the PMS 200 (ie, the model portfolio) and the account of the customer (investor) are different from each other despite the technical idea described above. It can make a difference. The mirroring client 100 may include a rebalancing module 140 to eliminate or reduce such a difference.

The rebalancing module 140 may receive information on the current portfolio (eg, ILJIN, 33%, SAMJIN 25%, PHOTO ELECTRONIC 25%, OJIN 17%) from the PMS 200. In addition, the rebalancing module 140 may receive the customer's account information (eg, Iljin Electronics, 20%, Binary Electronics 20%, Samjin Electronics 20%, Ohjin Electronics 20%, Hekjin Electronics 20%).

Then, the rebalancing module 140 may provide a rebalancing strategy for each item to the investor's terminal (not shown) as shown in the right side of FIG. 7. The rebalancing strategy may be a strategy for causing the account to be identical or similar to the portfolio. Accordingly, the rebalancing module 140 may present a strategy such as 13% additional purchase of Iljin Electronics to the investor. On the other hand, rebalancing may not be possible depending on the stock. For example, in case of Samjin Electronics, additional purchase of 5% should be made, but it may not be possible to buy additional shares depending on the circumstances of Samjin Electronics (for example, suspension of trading, inclusion of non-purchasing items, upper limit price, and significant difference in purchase price). May exist In such a case, an appropriate order may be performed for the account in accordance with a preset policy (e.g., buy another stock, hold in cash, etc.).

The rebalancing module 140 may provide a predetermined UI to the terminal of the investor so as to select to rebalance all items in which there is a difference, or perform rebalancing for each item. In addition, information about the order price or order quantity for each item rebalancing strategy may be output to the mirroring client 100 executed in the terminal of the investor.

The method for providing a client ordering system for following a coach trader according to an exemplary embodiment of the present invention may be implemented as computer readable codes on a computer readable recording medium. A computer-readable recording medium includes all kinds of recording apparatuses in which data that can be read by a computer system is stored. Examples of the computer-readable recording medium include a ROM, a RAM, a CD-ROM, a magnetic tape, a hard disk, a floppy disk, an optical data storage device, and the like in the form of a carrier wave (for example, . In addition, the computer-readable recording medium may be distributed over network-connected computer systems so that computer readable codes can be stored and executed in a distributed manner. And functional programs, codes, and code segments for implementing the present invention can be easily inferred by programmers skilled in the art to which the present invention pertains.

While the present invention has been particularly shown and described with reference to exemplary embodiments thereof, it is to be understood that the invention is not limited to the disclosed embodiments, but, on the contrary, is intended to cover various modifications and equivalent arrangements included within the spirit and scope of the appended claims. Therefore, the true technical protection scope of the present invention will be defined by the technical spirit of the appended claims.

Claims (20)

In the mirroring client which is installed in the investor's home trading system (HTS) or installed to communicate with the HTS,
The mirroring client,
A receiving module for receiving order information corresponding to an update of the portfolio from a portfolio management system (PMS) that maintains a portfolio to be followed by an investor's account;
And a control module for generating mirroring order information corresponding to the order information received by the receiving module and outputting the order to HTS (Home Trading System) or outputting the order corresponding to the mirroring order information to a securities company system. ,
The control module includes:
The client ordering system for coach traders following the item information and the weight information included in the order information to generate the mirroring order information.
The system of claim 1, wherein the client ordering system for following the coach trader is:
Sending mirroring complete order information that has been processed mirroring order by the control module to the PMS, and outputs a request to process the order corresponding to the unprocessed order information received from the PMS to the control module in response to the transmission. Client ordering system for coach trader further comprising an order processing module.
The system of claim 1, wherein the client ordering system for following the coach trader is:
Further comprising the PMS,
The PMS,
A portfolio unit for receiving update information for updating the portfolio from a terminal of a coach trader and maintaining the portfolio;
An order information generation unit for generating the order information corresponding to the update information;
And a control unit for outputting the order information generated by the order information generating unit to the receiving module.
The method of claim 3, wherein the PMS,
Coach trader tracking further comprises an order processing unit for receiving the mirroring order processing completed mirroring order processing from the order processing module, and extracts the unprocessed order information using the received mirroring completed order information to output to the order processing module Client ordering system.
The method of claim 4, wherein the PMS,
Receives the order information or the mirroring completion order information received from the order information generation unit or the order processing module, outputs a virtual order corresponding to the order information or the mirroring completion order information to the simulation investment system to the account A client ordering system for coach trader tracking further comprising a simulation processing unit for maintaining a corresponding virtual account.
The method of claim 5, wherein the simulation processing unit,
And only if the order is mirrored by the control module, outputting the virtual order corresponding to the mirrored complete order information corresponding to the order to the mock investment system.
The method of claim 5, wherein the simulation investment system,
And analyzing the remaining price per order of the item corresponding to the virtual order and concluding a virtual sale according to the virtual order based on the analysis result.
The system of claim 1, wherein the client ordering system for following the coach trader is:
And a rebalancing module for rebalancing such that the virtual account corresponding to the portfolio maintained by the PMS or the investor's account and the investor's account correspond to each other.
An order information generation unit for generating order information corresponding to update information for updating a portfolio followed by a given investor's account; And
A control unit for outputting the order information generated by the order information generation unit to a mirroring client of the investor,
The order information includes item information and specific gravity information,
The investor's mirroring client,
Coach trader tracking, which generates the mirroring order information corresponding to the order information based on the order information and outputs the mirroring order information to an HTS (Home Trading System) or outputs an order corresponding to the mirroring order information to a securities company system. Client ordering system.
An order information generation unit for generating the order information corresponding to update information for updating a portfolio followed by a given investor account;
A control unit for outputting the order information generated by the order information generation unit to a mirroring client of the investor; And
A client ordering system for coach trader tracking that includes a simulation processing unit for maintaining a virtual account corresponding to the account by outputting a virtual order corresponding to the order information or the mirroring completion order information received from the mirroring client. .
The mirroring client receiving order information from the PMS corresponding to an update of the portfolio to be followed by the investor's account;
Confirming, by the mirroring client, item information and weight information included in the order information;
Coaching mirror tracking comprising the step of generating the mirroring (mirroring) order information to correspond to the order information on the basis of the confirmation result and outputting to the HTS or outputting the order corresponding to the mirroring order information to the securities company system How to provide a client ordering system for
The method of claim 11, wherein the method for providing a client ordering system for following the coach trader is provided.
Transmitting, by the mirroring client, mirroring completion order information that has been subjected to mirroring order processing to the PMS;
And processing an order corresponding to the outstanding order information received from the PMS in response to the transmission.
The method of claim 11, wherein the method for providing a client ordering system for following the coach trader is provided.
The PMS receiving update information for updating the portfolio from a terminal of a coach trader and maintaining the portfolio;
Generating, by the PMS, the order information corresponding to the update information;
And outputting the order information generated by the PMS to the mirroring client.
The method of claim 12, wherein the client ordering system for following the coach trader is provided.
Receiving, by the PMS, mirroring completed order information that has been subjected to mirroring order processing;
Extracting unprocessed order information by using the mirroring completed order information received by the PMS; And
And outputting the outstanding order information extracted by the PMS to the mirroring client.
The method of claim 12, wherein the client ordering system for following the coach trader is provided.
Outputting a virtual order corresponding to the order information generated by the PMS or the mirroring completion order information received from the mirroring client to a mock investment system; And
And providing, by the mock investment system, a virtual account corresponding to the account.
The method of claim 15, wherein outputting the virtual order corresponding to the order information generated by the PMS or the mirroring completed order information received from the mirroring client to the simulation investment system,
Only if the order is mirrored by the mirroring client, the PMS outputting the virtual order corresponding to the order and corresponding to the mirroring complete order information to the mock investment system. How to provide a client ordering system
The method of claim 11, wherein the method for providing a client ordering system for following the coach trader is provided.
And rebalancing the virtual account corresponding to the portfolio maintained by the PMS or the investor's account and the investor's account to correspond to each other.
Generating, by the PMS, order information corresponding to update information for updating a portfolio followed by a given investor's account; And
And outputting the order information generated by the PMS to a mirroring client of the investor.
The order information includes item information and specific gravity information,
The investor's mirroring client,
Generate the mirroring order information corresponding to the order information on the basis of the order information and output to the HTS or output the order corresponding to the mirroring order information to the securities company system, the client orders for following the tracker How to provide the system.
Generating, by the PMS, order information corresponding to update information for updating a portfolio followed by an investor's account;
Outputting the order information generated by the PMS to a mirroring client of the investor; And
And outputting a virtual order corresponding to the mirroring complete order information received from the mirroring client to the mock investment system to maintain a virtual account corresponding to the account.
The mirroring client receives the order information, generates mirroring order information corresponding to the order information, and outputs the generated mirroring order information to the HTS or a coach trader for outputting an order corresponding to the mirroring order information to a securities company system. How to provide a client ordering system for tracking.
A computer-readable recording medium having recorded thereon a program for performing the method according to any one of claims 11 to 19.

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