KR20220081964A - Exchange and transaction system for algorithm-based quantitative investment strategies - Google Patents

Abstract

The present invention relates to an algorithm-based quantitative investment strategy exchange and trading system in which individual investors can trade each investment strategy by forming a fair price and value, and applying each investment strategy of a plurality of first investors to the stock market a performance information storage unit for storing the investment performance information that has been traded; and a transaction generating unit for concluding a trading transaction of the investment strategy included in the investment performance information desired by the second investor among the investment performance information; The effect that can help advance the financial market by improving and stabilizing the return on investment for individual investors along with the establishment of a trust link between investors is derived.

Description

Exchange and transaction system for algorithm-based quantitative investment strategies}

The present invention relates to an algorithm-based quantitative investment strategy exchange and trading system, and to a financial investment strategy exchange platform in which individual investors can trade each investment strategy by forming a fair price and value.

Currently, the Home Trading System (HTS) provided by each securities company is integrated with the Internet Protocol method from the method that was operated separately in the telephone network and data network in the past due to the development of the Internet. is being expanded so that most of the information in the securities company's database can be used in the

In particular, recently, when a customer directly writes and registers a conditional search formula of a specific condition, a service that searches for items that meet the condition in real time has been in the spotlight.

The stock condition search formula can search not only stock price fluctuations, but also debt ratio, reserve ratio, trading status of institutions and foreigners, trading volume, stock price range, and various technical analysis data of the listed company. It allows you to make a sound investment, not speculation, through your own strategy without the help of

In addition, it is gaining more popularity as there is talk of investors who, despite being individuals, increase their returns by buying and selling stocks using a conditional search formula.

In the condition search expression screen provided by existing securities companies, if you enter a keyword provided by HTS' condition search expression program in advance, a detailed screen where additional conditions can be entered is exposed. In addition, it is provided in a form that even non-experts can easily write by inputting appropriate numerical values here.

In the case of conditional expressions with high difficulty, contact the customer center of the relevant securities company for detailed instructions on how to write them.

On the other hand, even if you find a stock to buy using the conditional search formula, buying at the lowest price and selling the stock when it reaches the highest is not an easy task unless you are an expert, and most general investors will buy it at a high price and see higher returns. In most cases, it is impossible to realize a profit because it cannot sell because of the regret that it is.

Therefore, an automatic trading program that automatically trades stocks by writing an external program through the Open API provided by the securities company has recently been developed and is in the spotlight.

On the other hand, the automatic trading program is a good method because its convenience, mechanical stop loss, and profit realization are performed automatically. We provide a means to sufficiently verify the account by providing it.

Currently, a 'catch' service from a parent brokerage that can automatically trade is provided on the market, but in the case of selling conditions, only two very simple numerical conditions of profit realization and profit preservation can be made.

Among the prior art, there is no patent disclosed for a technology for automatically buying and selling securities (financial products) according to a condition (algorithm) set in advance by a user.

In addition, among the prior art, there is no market or related patent disclosed in which general investors can trade each investment strategy by forming a fair price and value.

Patent Publication No. 10-2016-0026921 Patent Publication No. 10-2001-0075877

The present invention is derived from such a technical background, and it is an object of the present invention to provide an algorithm-based quantitative investment strategy exchange and trading system in which individual investors can trade each investment strategy by forming a fair price and value.

In addition, so that individual investors can safely trade investment strategies, an algorithm-based quantitative investment strategy exchange and trading system that verifies the record of investment performance and details and mediates the transaction process to trade investment strategies with confidence The purpose is to provide.

The present invention for achieving the above object includes the following configuration.

An algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention includes: a performance information storage unit for storing investment performance information traded by applying an investment strategy of each of a plurality of first investors to the stock market; and a transaction generating unit that executes a trading transaction of the investment strategy included in the investment performance information desired by the second investor among the investment performance information.

In accordance with an aspect of the present invention, an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment selects the investment strategy included in the investment performance information desired by the second investor in the virtual stock market, the past stock market, or the current stock market. It is characterized in that it further comprises a performance verification unit for predicting or verifying the transaction performance by applying to any one.

According to an aspect of the present invention, the algorithm-based quantitative investment strategy exchange and trading system according to an embodiment further includes a performance information display unit that lists the investment performance information in the order of yield by period or category and provides to a second investor characterized in that

The investment performance information is characterized in that the amount is greater than or equal to a preset amount, and the corresponding investment strategy is not modified for a preset period.

According to an aspect of the present invention, the algorithm-based quantitative investment strategy exchange and trading system according to an embodiment adds the investment strategy of the first investor to the strategy list of the second investor when the second investor purchases the desired investment strategy. It is characterized in that it further comprises a strategy list addition unit.

In accordance with an aspect of the present invention, an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment applies an investment strategy of each of a plurality of first investors to a virtual stock market and performs a preset event according to investment performance information. It characterized in that it further comprises an event providing unit to provide.

According to the present invention, an algorithm-based quantitative investment strategy exchange that allows individual investors to safely trade investment strategies by verifying the records of investment performance and details and mediating the transaction process to trade investment strategies with confidence And by providing a trading system, an effect that can help the advancement of the financial market by improving and stabilizing the investment return of individual investors is derived along with the establishment of a trust link between individual investors.

In other words, it provides an environment in which users can directly establish and use investment strategies for financial products, secure records (return rate, volatility, turnover, etc.) By providing a platform where investment strategies can be traded, it can help individual investors improve their investment returns.

1 is a block diagram showing the configuration of an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention;
2 is an exemplary diagram for explaining a program of an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention;
3 is a block diagram showing the configuration of a stock investment service providing apparatus to which an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention is applied;
4 to 9 are exemplary views for explaining the quint trading program executed by the stock investment service providing apparatus of FIG. 3;
10 is a flowchart of a stock investment service providing method performed by the stock investment service providing apparatus of FIG. 3 .

It should be noted that the technical terms used in the present invention are only used to describe specific embodiments, and are not intended to limit the present invention. In addition, the technical terms used in the present invention should be interpreted as meanings generally understood by those of ordinary skill in the art to which the present invention belongs, unless otherwise specifically defined in the present invention, and excessively comprehensive It should not be construed in the meaning of a human being or in an excessively reduced meaning.

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

1 is a block diagram showing the configuration of an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention, and FIG. 2 is an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention. It is an example diagram for explaining the program of

As shown in Figure 1, the algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention is a system in which individual investors can trade each investment strategy by forming a fair price and value.

In an embodiment of the present invention, the algorithm-based quantitative investment strategy exchange and trading system 150 is shown as an investment strategy exchange on the drawing, and for convenience of description below, the algorithm-based quantitative investment strategy exchange and trading system and stock investment Strategic exchanges define the same meaning.

In addition, in an embodiment of the present invention, the algorithm-based quantitative investment strategy exchange and trading system 150 provides a platform function through which users can buy and sell investment strategies (automatic trading algorithms based on conditional expressions) with each other. That is, this algorithm-based quantitative investment strategy exchange and trading system 150 provides a place where individual investors can buy and sell strategies written by themselves, strategies being used by others, etc. at a desired price.

In addition, this algorithm-based quantitative investment strategy exchange and trading system 150 can check the period return and virtual and actual return verification for each investment strategy before purchasing. In addition, as a qualification requirement for an investment strategy to be sold, there must be a record of operating for a certain amount or more without modification for a certain period of time. It is designed to have

In addition, this algorithm-based quantitative investment strategy exchange and trading system 150 shows the investment strategies with the highest weekly and monthly returns in descending order in order to provide performance information of the investment strategy.

In addition, this algorithm-based quantitative investment strategy exchange and trading system 150 provides events such as an investment strategy return contest with appropriate rewards according to the return ranking of individual investors, and through this function, the user Allow performance to be viewed and evaluated within a pool of real users. This will go beyond a simple comparison with the market index, and will be a place where individual investors can measure their own abilities within the real individual investors.

To this end, the algorithm-based quantitative investment strategy exchange and transaction system 150, as shown in FIG. 1, includes a performance information storage unit 151, a transaction generation unit 152, a performance verification unit 153, and performance information. It includes a display unit 154 and a strategy list addition unit 155 .

In the present specification, for convenience of explanation, a user having an investment strategy that satisfies the conditions for trading an investment strategy in the algorithm-based quantitative exchange and trading system 150 is defined as the first investor, and the investment strategy of the first investor is defined in the present specification. An investor who wants to purchase is defined as a second investor.

The performance information storage unit 151 performs a function of storing investment performance information traded by applying the investment strategy of each of the plurality of first investors to the stock market. For example, the performance information storage unit 151 stores information such as a rate of return, volatility, and turnover as an investment strategy of the first investor.

The transaction generating unit 152 performs a function of concluding a trading transaction of an investment strategy included in the investment performance information desired by the second investor among the investment performance information.

The performance verification unit 153 serves to predict or verify the transaction performance by applying the investment strategy included in the investment performance information desired by the second investor to any one of the virtual stock market, the past stock market, or the current stock market.

The performance information display unit 154 serves to provide the investment performance information to the second investor by arranging the investment performance information in the order of yield by period or by category. For example, the performance information display unit 154 lists the investment strategy (weekly/monthly/yearly) information above the return in order of ranking, yield, strategy name (eg, short-term stock soaring stock trading method), and ID as items. indicate

At this time, the investment performance information is operated over a preset amount, and the corresponding investment strategy is not modified for a preset period.

The strategy list adding unit 155 serves to add the investment strategy of the first investor to the strategy list of the second investor when the second investor purchases the desired investment strategy.

Although not shown, the algorithm-based quantitative investment strategy exchange and trading system 150 according to an embodiment of the present invention applies the investment strategy of each of the plurality of first investors to the virtual stock market in advance according to the traded investment performance information. It may further include an event providing unit that provides a set event.

As can be seen from FIG. 2, among the investment strategy exchange functions of the algorithm-based quantitative investment strategy exchange and trading system 150 according to the embodiment of the present invention, the investment strategy sales function is, as an example, an investment strategy seller It is allowed to be sold after operating for at least 5 trading days without change and with an amount of 1 million won or more.

The investment strategy purchase function allows the investment strategy buyer to purchase the investment strategy, the company receives the payment amount, adds the seller's investment strategy to the buyer's strategy list, and sends the buyer's payment to the seller's account excluding a certain fee. do.

That is, when the user selects the desired investment strategy, the user can proceed to the purchase screen of the selected investment strategy. On the other hand, a user who wants to sell his or her investment strategy may select Sell My Investment Strategy to sell his or her investment strategy.

3 is a block diagram illustrating the configuration of a stock investment service providing apparatus to which an algorithm-based quantitative investment strategy exchange and trading system according to an embodiment of the present invention is applied, and FIGS. 4 to 9 are the stock investment service provided in FIG. It is an exemplary diagram for explaining a quint trading program executed by the device, and FIG. 10 is a flowchart of a stock investment service providing method performed in the stock investment service providing device of FIG.

3 to 10, when the algorithm-based quantitative investment strategy exchange and trading system 150 according to an embodiment of the present invention shown in FIGS. 1 to 2 is actually applied to the stock investment service providing device, the entire service and function will be explained about them.

On the other hand, the stock investment service providing device 10 to which the algorithm-based quantitative investment strategy exchange and trading system 150 according to the present embodiment is applied is a system that performs automatic trading using an investment strategy written by an individual investor directly, Write a conditional expression using basic indicators, technical indicators, and financial indicators. In addition, a basic investment strategy can be composed by combining the prepared conditional expressions, and a detailed entry & exit strategy can be additionally written according to the strategy. In addition, the completed investment strategy can be automated and mechanized, and it is possible to verify what kind of performance each investment strategy was able to achieve in the market in the past through verification execution on the stored investment strategies. After setting the amount or weight in the strategy and pressing the start trading button, system trading starts, and it also provides a function to view stocks tailored to the investment strategy in the form of real-time monitoring, and the ability to trade the captured stocks manually may also be provided.

In an embodiment, the stock investment service providing device 10 provides stock investment related information, and drives an application that provides a user interface for stock price confirmation and stock trading (selling and buying) manipulation for actual stock investment. Includes service platform.

In an embodiment, the stock investment service providing apparatus 10 may provide a quant algorithmic trading program to the customer in the form of a program or application run in a user terminal.

The quant algorithmic trading program is written by the user and enables system trading with sophisticated buy and sell algorithms.

In addition, the function can be expanded by providing the ability for each investor to buy and sell investment strategies, i.e., trading algorithms, with each other.

Users who wish to use the quant algorithmic trading program can use it by accessing the website, downloading and installing the program.

Customers can materialize their abstract investment strategies by using the Quint trading program, and then can automate and operate their investment strategies through a computer through verification and trading functions.

As can be seen from FIG. 3 , the stock investment service providing apparatus 10 according to an embodiment includes a conditional expression generation unit 100 , a transaction completion unit 110 , a conditional expression editing unit 120 , an investment strategy verification unit 130 , and storage. part 140 .

The conditional expression generating unit 100 generates an investment strategy conditional expression by receiving at least one of a buying condition and a selling condition. And the generated investment strategy conditional expression is stored in the storage unit (140).

In one aspect, the conditional expression generator 100 generates an investment strategy conditional expression using at least one of a basic index, a technical index, and a financial index.

The conditional expression generating unit 100 may form an investment strategy by combining the prepared conditional expressions, and may additionally create a detailed entry/exit strategy according to the strategy.

Basic indicators are EPS (Earning per Share), PER (Price Earning Ratio), PBR (Price on Book-Value Ratio), and EV/EBITA (Earnings per share). It includes profitability indicators that indicate the cash-generating capacity invested), return on equity (ROE), and return on assets (ROA).

Technical indicators are indicators of momentum, the kinetic energy of stock prices, and are designed to repeat fluctuations around the baseline (0 line, 100 line, etc.) or to fluctuate between certain values (0 to 100, etc.). Technical indicators include, for example, RSI, OBV, and MACD.

Financial indicators include ROE (Return On Equity), which is an indicator of whether a company has made annual profits using invested capital, and Return On Asset (ROA), an indicator that shows profits from total assets.

In addition, the conditional expression generating unit 100 according to an embodiment receives at least one of an upper limit price of a realized yield and a limiting price of a realized loss rate for stopping a trading transaction upon arrival.

The conditional expression generator 100 may receive necessary information from the conditional expression creation window through the HTS to receive the selling conditional expression and the buying conditional expression. In this case, not only the buying conditional expression but also the selling conditional expression can be written in detail and applied to trading.

For example, it includes information on the strategy name, turnover cap, investment ratio, realized return cap, and realized loss rate cap information.

The strategy name is named by the user who created the investment strategy conditional expression for the investment strategy formula, and can be freely set and changed.

The upper limit of the turnover rate can be set when you want to limit the account turnover. It can be set from 100% to unlimited.

The upper limit of the realized rate of return is a value that is set to stop trading after the realized profit achieves the target profit.

The realized loss rate limit price is a value set to stop trading when the limit loss rate is achieved.

In this case, the upper limit price of the realized return and the limiting price of the realized loss rate may be values determined daily.

The conditional expression generating unit 100 can set the number of purchases and the number of divisions, respectively, in the purchase and sale. You can set the investment weight and amount for each stock in detail, and you can set detailed constraints such as the maximum turnover rate, target return, and loss limit rate.

The conditional expression editing unit 120 may call at least one of the strategies generated by the conditional expression generation unit 100 and stored in the storage unit 140 to edit the conditional expression therefor.

In detail, the investment weight and amount for each stock can be modified, and detailed constraints such as the maximum turnover rate, target return, and loss limit can be modified.

In addition, at least one of the strategy name, the upper limit of the turnover rate, the proportion of investment, the upper limit of the realized rate of return, and the limiting price of the realized loss rate may be modified.

The transaction closing unit 110 closes a buy or sell transaction according to an investment strategy conditional expression selected from among the investment strategy conditional expressions generated by the conditional expression generation unit 100 .

According to an additional aspect of the present invention, the transaction completion unit 110 according to an embodiment receives an investment distribution rate for each at least one investment strategy conditional expression generated by the conditional expression generation unit 100, and sets the investment according to the investment distribution rate to the investment strategy conditional expression Conclude a buy or sell transaction according to

The transaction completion unit 110 trades an amount equal to the amount set or the investment ratio according to the strategy selected by the user. You can check stocks that fit your investment strategy in real time, and you can also freely perform additional trades by selecting the captured stock as a manual trading stock.

Additionally, it is possible to check investment strategies written by other users. And a brief description of each strategy is provided.

In addition, it is possible to provide a list by sorting the investment strategies with the highest weekly and monthly returns in descending order. In other words, you can encourage members who propose a high-yield investment strategy to share their investment strategy through an event that pays prizes or points. In this case, the exchange function of the investment strategy may be further provided so that the investment strategy of others can be bought and sold at a desired price.

It is desirable to implement a reliable investment strategy transaction between users who want to sell a strategy or users who want to purchase by schematically posting data that can verify the period returns for each investment strategy and the virtual and actual returns before purchase.

And, according to a characteristic aspect of the present invention, the investment strategy verification unit 130 applies the investment strategy conditional expression generated by the conditional expression generation unit 100 to the past market to predict the transaction performance according to the investment strategy conditional expression.

It is possible to verify the performance of each investment strategy in the past market by performing verification on the stored investment strategies.

And the investment strategy verification unit 130 provides the prediction result to the user who has input the investment strategy conditional expression.

In one embodiment, a basic investment strategy may be configured by combining the prepared conditional expressions, and a detailed entry/exit strategy may be additionally prepared according to the strategy.

In addition, the investment strategy verification unit 130 provides the results by performing virtual trading on how their investment strategies performed in the past market through the execution of the investment strategy verification.

In addition, the stock investment service providing apparatus 10 according to an embodiment provides the aligning the strategic performance among other users. Accordingly, it is possible to provide a relative evaluation function for an investment strategy determined differently for each user.

4 to 9 are exemplary views for explaining the quint trading program executed by the stock investment service providing apparatus of FIG.

As shown in FIG. 4, the quint trading program executed by the stock investment service providing device 10 according to an embodiment allows the user to write at least one strategy, that is, an investment strategy conditional expression, and provide at least one strategy in the form of a list. have.

When 'Strategy Creation' is clicked, the screen of FIG. 5 for creating an investment strategy is displayed. In an embodiment, a conditional expression may be written using basic indicators, technical indicators, financial indicators, and the like. By combining the prepared conditional expressions, it can be configured as an investment strategy, and detailed entry/exit strategies can be additionally written according to the strategy.

When 'strategy management' is clicked, as shown in FIG. 5, the saved investment strategies are listed and displayed through the strategy creation window. In this state, the user can use, modify, or delete the strategy.

If you click 'Strategy Inquiry', you can link the strategy Q/A window to ask questions and get answers.

In addition, it displays the ratio of stocks and cash to the ratio of assets currently invested in investment.

That is, the transaction execution unit 110 may set the total investment ratio among the assets owned by the user and trade as much as the investment ratio, and the investment distribution ratio separately input for each at least one investment strategy conditional expression generated by the conditional expression generation unit 100 . It is also possible to trade the investment according to the investment strategy conditional formula.

On the other hand, the part where the strategy name list is output at the bottom in FIG. 4 outputs schematic information about the prepared strategies in the form of a list. The strategy name is named by the user who created the investment strategy conditional expression for the investment strategy formula, and can be freely set and changed.

The upper limit of the turnover rate can be set when you want to limit the account turnover. It can be set from 100% to unlimited. The upper limit of the realized rate of return is a value that is set to stop trading after the realized profit achieves the target profit.

The realized loss rate limit price is a value set to stop trading when the limit loss rate is achieved.

In this case, the upper limit price of the realized return and the limiting price of the realized loss rate may be values determined daily.

If the turnover rate cap, yield cap, and loss rate cap are limited, the investment strategy is temporarily suspended. The pause state continues as long as the limit is then changed or each value changes and falls below the limit.

However, if the turnover rate upper limit, yield upper limit price, and loss rate limit price are varied within the range in the paused state, trading can be automatically made again.

For the investment ratio, input the ratio or amount that the user wants to invest out of the total investment held by the user.

Also, if you click on the transaction details, a window displaying information about the transaction details is displayed. If you click the start trading button, trading starts according to the corresponding investment strategy conditional expression.

Total return represents the rate of return generated by the investment strategy. When the investment strategy conditional expression is called from the strategy management window, it is created as a list item in the lower window of FIG. 4 . For each investment conditional expression included in the list item, information such as strategy name, turnover rate upper limit, trial rate of return upper limit, realized loss rate limit price, and investment weight is displayed.

At this time, information such as the strategy name, turnover rate upper limit, trial yield upper limit, realized loss rate limit price, and investment weight displayed at this time is a value input by the user when generating the investment strategy conditional expression for each strategy in the conditional expression generating unit 100 .

The conditional expression generation unit 100 generates an investment strategy conditional expression based on information input through the strategy creation window as shown in FIG. 5 .

The strategy name can be directly written by the user for each strategy.

At this time, based on the written strategy name, the investment strategy conditional expression including information such as creator ID, strategy name, details, yield, turnover, etc. is provided so that other users can read it.

If you click Write Conditional Expression, you can go to the conditional expression creation window through HTS. In this case, not only the purchase condition but also the sale condition expression can be written in detail and applied to trading. In buying and selling, it is possible to set purchase in installments and sell in installments. You can set the investment weight and amount for each stock in detail, and you can set detailed constraints such as the maximum turnover rate, target return, and loss limit rate.

It is also possible to search for investment strategy conditional expressions already written and saved through HTS with the conditional expression search function. For example, you can search for an investment strategy conditional expression by searching for keywords such as author and strategy name.

Additionally, when the user selects the installment purchase, the investment division ratio for the division purchase may be determined, and an investment strategy conditional expression to be applied to each divisional investment may be selected and applied differently.

It is possible for a user to create at least one or more investment strategy conditional expressions, and the stock investment service providing apparatus 10 according to an embodiment provides a strategy management function as shown in FIG. 6 .

After completing the strategy creation as in FIG. 6, the entire list of stored investment strategy conditional expressions is displayed.

And the current status of each strategy is displayed separately as in use and on standby. Strategies that are currently in use or stored but are not actually applied and trading are displayed as pending.

And by clicking Edit, it is possible to modify the already written investment strategy conditional expression. For example, information such as the strategy name, turnover rate upper limit, trial return upper limit price, realized loss rate limit price, and investment weight included in the investment strategy conditional expression can be modified. In the same way as the strategy creation window, it is possible to provide a correction function for the investment strategy conditional expression by outputting the correction window.

It is also possible to delete some of the previously created investment strategies.

In one embodiment, when the start trading button is selected in FIG. 4 , automatic trading and manual trading may be selected. When the user selects automatic trading or manual trading, real-time trading details and captures for each investment strategy are displayed on the screen and provided.

If you choose automatic trading, the system automatically conducts trading according to your own algorithm, that is, the investment strategy conditional formula.

In this case, a window that displays the details of the transaction in real time is output. It provides information on the stock, entry time, bid price, exit time, selling price, yield, and profit in which the transaction is made.

On the other hand, if you choose manual trading, your own algorithm, that is, stocks that have been found to meet the investment strategy conditional formula, are provided. Trading may be performed manually by user manipulation.

In this case, stocks that meet the conditional formula for the investment strategy you wrote are provided, and an order button is displayed along with stock, capture time, and departure time information. When a user selects a purchase button for a desired item, a purchase order window for the stock is actually provided.

The stock investment service providing apparatus 10 according to an embodiment provides a chart function as shown in FIG. 7 . It is possible to display a comprehensive chart and a quote order window for the item selected by the user.

On the other hand, the account management function of the stock investment service providing apparatus 10 according to the embodiment of the present invention includes a comprehensive account management function that can view information related to the account, such as asset status and trading details.

The payment function of the stock investment service system according to an embodiment of the present invention may implement a payment window through PG company API linkage, and the menu + function may provide a TV function and a payment function.

In addition, as can be seen in FIG. 8 , the stock investment service providing device 10 further provides an academy function for reading data through documents, videos, and photos. It can provide information on investment-related knowledge in a wide variety of contents, including basic stock investment-related information, investment philosophy books, and financial mathematics.

In addition, as shown in FIG. 9 , the stock investment service providing apparatus 10 according to an embodiment further provides a community function for discussing and exchanging opinions among users about investment strategies and improvements. For example, a bulletin board is provided that includes windows such as recommendation bulletin boards, free bulletin boards, trading diaries, suggestions, and news. In the case of a free bulletin board, it is also possible to select daily recommended posts according to the recommended/unrecommended module and post them on the recommendation bulletin board.

In addition, other functions of the stock investment service providing apparatus 10 according to an embodiment of the present invention may include a news notification, join together and look at functions.

Here, in the news notification function, a real-time news window may appear as a pop-up feeling from the bottom of the window, just as a notification appears in the HTS window. By implementing a news window within the program, a function to view real-time market conditions or related news can be provided.

The join function provides a function that allows one person to add another account that can be used free of charge by being linked to that person's expiration date when one person pays.

The view function provides a manager function that allows the customer to see the details of the investment strategy prepared by the customer. Administrators can view detailed information such as algorithm composition, formula, trading history, yield by period, and turnover.

10 is a flowchart of a stock investment service providing method performed by the stock investment service providing apparatus according to an embodiment of the present invention.

First, the conditional expression generating unit receives at least one of a buying condition and a selling condition to generate and store an investment strategy conditional expression (S200).

In this case, the investment strategy conditional expression is characterized in that the investment strategy conditional expression is generated using at least one of a basic index, a technical index, and a financial index.

In one aspect, the generating and storing of the investment strategy conditional expression receives at least one of an upper limit price of a realized return rate and a limit price of a realized loss rate for stopping trading when it is reached.

The conditional expression generator may receive necessary information from the conditional expression creation window through the HTS to receive the selling conditional expression and the buying conditional expression. In this case, not only the buying conditional expression but also the selling conditional expression can be written in detail and applied to trading.

For example, it includes information on the strategy name, turnover cap, investment ratio, realized return cap, and realized loss rate cap information.

The strategy name is named by the user who created the investment strategy conditional expression for the investment strategy formula, and can be freely set and changed.

The upper limit of the turnover rate can be set when you want to limit the account turnover. It can be set from 100% to unlimited.

The upper limit of the realized rate of return is a value set to stop trading after the realized profit achieves the target profit.

The realized loss rate limit price is a value set to stop trading when the limit loss rate is achieved.

In this case, the upper limit price of the realized rate of return and the limiting price of the realized loss rate may be values determined every day.

And, when at least one investment strategy conditional expression among the stored investment strategy conditional expressions is selected (S210), the transaction closing unit closes a buy or sell transaction according to the selected investment strategy conditional expression (S220).

According to an additional aspect of the present invention, concluding a buy or sell transaction is to receive an investment distribution ratio for each at least one investment strategy conditional expression generated by the conditional expression generating unit, and purchase or sell the investment according to the investment distribution ratio according to the investment strategy conditional expression. make it happen

According to the strategy selected by the user, trading is performed for an amount equal to the set amount or investment ratio. You can check stocks that match your investment strategy in real time, and you can also freely perform additional trades by selecting the captured stock as a manual trading stock.

Additionally, it is possible to check investment strategies written by other users. And a brief description of each strategy is provided.

In addition, it is possible to provide a list of investment strategies with the highest weekly and monthly returns sorted in descending order. In other words, you can encourage members who propose a high-yield investment strategy to share their investment strategy through an event that pays prizes or points. In this case, the exchange function of the investment strategy may be further provided so that the investment strategy of others can be bought and sold at a desired price.

It is desirable to implement a reliable investment strategy transaction between users who want to sell an investment strategy or users who want to purchase by schematically opening data that can verify the period return and virtual and actual return by investment strategy before purchase.

Thereafter, the investment strategy verification unit applies the investment strategy conditional expression generated in the step of generating and storing the investment strategy conditional expression according to the user's request (S230) to the past market to predict the transaction performance according to the investment strategy conditional expression (S240).

It is possible to verify the performance of each investment strategy in the past market by performing verification on the stored investment strategies.

And the investment strategy verification unit provides the prediction result to the user who has entered the investment strategy conditional expression.

In one embodiment, a basic investment strategy may be configured by combining the prepared conditional expressions, and a detailed entry/exit strategy may be additionally prepared according to the strategy.

In addition, the investment strategy verification unit performs virtual trading on the performance of its investment strategy in the past market through the execution of the investment strategy verification and provides the result.

Additionally, the stock investment service providing method according to an embodiment aligns and provides strategic performance among other users. Accordingly, it is possible to provide a relative evaluation function for an investment strategy determined differently for each user.

The above-described method may be implemented as an application or implemented in the form of program instructions that may be executed through various computer components and recorded in a computer-readable recording medium. The computer-readable recording medium may include program instructions, data files, data structures, etc. alone or in combination.

The program instructions recorded on the computer readable recording medium are specially designed and configured for the present invention, and may be known and used by those skilled in the art of computer software.

Examples of the computer-readable recording medium include a hard disk, a magnetic medium such as a floppy disk and a magnetic tape, an optical recording medium such as a CD-ROM and DVD, and a magneto-optical medium such as a floppy disk. media), and hardware devices specially configured to store and execute program instructions, such as ROM, RAM, flash memory, and the like.

Examples of program instructions include not only machine language codes such as those generated by a compiler, but also high-level language codes that can be executed by a computer using an interpreter or the like. The hardware device may be configured to operate as one or more software modules for carrying out the processing according to the present invention, and vice versa.

Although the above has been described with reference to the embodiments, those skilled in the art will understand that various modifications and changes can be made to the present invention without departing from the spirit and scope of the present invention described in the claims below. will be able

10: Equity investment service providing device
100: conditional expression generation unit 110: transaction completion unit
120: conditional expression editing unit 130: investment strategy verification unit
140: storage unit 150: stock investment strategy exchange
151: performance information storage unit 152: transaction generation unit
153: performance verification unit 154: performance information display unit
155: Addition of strategy list

Claims (1)

It is a system in which a program is executed that provides a platform for users to buy and sell investment strategies with each other.
The program is
a performance information storage unit for storing investment performance information traded by applying each investment strategy of the plurality of first investors to the stock market; and
Includes; a transaction generating unit that closes the trading transaction of the investment strategy included in the investment performance information desired by the second investor among the investment performance information;
a performance verification unit for predicting or verifying transaction performance by applying the investment strategy included in the investment performance information desired by the second investor to any one of a virtual stock market, a past stock market, and a current stock market;
a performance information display unit for arranging the investment performance information in the order of yield by period or by category and providing the information to a second investor; and
Further comprising a strategy list adding unit for adding the investment strategy of the first investor to the strategy list of the second investor when the second investor purchases the investment strategy of the first investor desired by the second investor;
The investment performance information is not modified during the period for which the investment strategy is set in advance,
Algorithm-based quant, characterized in that it further comprises an event providing unit that provides a preset event to the plurality of first investors according to the investment performance information that each investment strategy of the plurality of first investors is applied to the virtual stock market and traded Exchange and trading system of investment strategies.

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