JP2002024546A - Bond transaction ordering system and recording medium recorded with program of bond transaction ordering system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To realize an automatic bond transaction at the time of ordering a bond such as stock under a user's responsibility. SOLUTION: This system is constituted of the target of buying and selling preserving means for registering the price of a bond, a fund balance calculating means for preserving funds necessary for purchase, a bond price updating means for updating the quantity of a bond, and a bond buying and selling ordering means for ordering the buying and selling of the bond when the price of the bonds approaches the buying and selling price.

Description

DETAILED DESCRIPTION OF THE INVENTION TECHNICAL FIELD OF THE INVENTION

[0001] The present invention relates to a securities ordering system for trading securities such as stocks through a network.

[0002]

2. Description of the Related Art A stock trading system in which a user orders stock trading from a personal computer at home through a general-purpose network such as the Internet to a stock brokerage server in a securities company has already been used as a stock home trade system. Has been put to practical use.

[0003] In such a system, a personal computer connected to a telephone line is used at the user's home using Internet browser software or dedicated software.
Investigate the current price of the target stock from the real-time stock price information system provided by the securities company, judge the purchase or sale of stock, and when buying and selling, access the securities trading ordering system provided by the securities company, Purchase or
Perform the sale operation. In many cases, the securities trading ordering system and the stock price information providing system are integrated.

In a spot transaction, when purchasing securities, the funds are deposited in a securities company account in advance, and a stock purchase order is issued by operating a securities transaction ordering system within the funds. Conversely, when selling a stock, the customer deposits the stock for sale, and operates a securities trading ordering system for the stock to place a sale order. The result of the trade order later accesses the securities trading ordering system to confirm whether the trade has been established.

[0005] Also, in order to pay attention to the stock price of the target brand,
There is also a securities trading ordering system that displays a mark or message that warns when the price of a target brand reaches a predetermined amount. In addition, stock orders include a limit order that designates a trading price and a market order that prioritizes buying and selling regardless of the price, and can be designated at the time of buying and selling stock by the securities trading ordering system.

[0006] When the price of the purchased stock drops unexpectedly, loss-selling, which involves selling in preparation for a loss, and contradictory buying, which lowers the average unit price by purchasing more stocks, are performed. When the system makes a profit-loss sale or buys difficult, the user judges at that time and issues a sale order or a purchase order.

[0007]

However, in the securities trading ordering system according to the prior art, when buying and selling stock, the stock price is always observed, and when the price approaches the purchase price or the sale price, it is manually operated to place the trade order. Had to do. For this purpose, it was necessary to constantly monitor stock prices, which was difficult. In addition, it was necessary to keep an eye on loss-selling and difficult buying, so timely transactions were difficult.
In particular, ordinary users who work in the company in the daytime could not always observe the daytime securities transactions and make trading orders. In addition, when stock prices fluctuate rapidly, there is a problem that the time of purchase or sale will be missed unless observed.

[0008] In a securities transaction ordering system that displays a mark or message that warns when the amount of money reaches a preset amount, the system only alerts the user. Automatic trading was not possible because of buying and selling operations.

[0009] Further, there is a problem that continuous transactions cannot be made because purchase or sale orders can be placed only within the limits of the purchase funds and the shares to be sold in advance. Specifically, even if you want to sell A to secure funds and continue to purchase B,
There is a problem that the purchase order of B cannot be placed unless the sale of B is confirmed. Similarly, even if A is purchased and sold up as soon as it rises a little, there is a problem that it is not possible to order the sale of A unless the purchase of A is confirmed.

[0010] Further, since the market order is an order that gives priority to the establishment of a trade regardless of the trading price, in order to give priority to buying and selling in a certain price range, always observe the current stock price. When the target stock price range was reached, there was no choice but to place a market order, and a market order with a specified price could not be made. For example, if the current price is 600 yen and the price range is close to 500 yen, to place a purchase order with priority on purchase completion, always observe the stock price and if the user judges that it is close to 500 yen The only way was to place a market order.

In the prior art, there is no means for the system side to actively inform the registered value entered for the transaction or the result of the securities transaction by the automatic transaction from the system side, and the user himself accesses the securities transaction server. The results needed to be confirmed. Further, in securities transactions, it is necessary for users to buy and sell at their own risk. However, in the prior art, there is no securities transaction ordering system in which the users are responsible for automatic transactions.

SUMMARY OF THE INVENTION The present invention has been made to solve the above-mentioned problems, and automatically buys and sells stocks and other securities at a desired price without observing the prices of the securities at all times. Purchase order and sale order on the premise of replenishment with other stocks and funds even if there is no, make it possible to place a market order with a specified price range, such as loss cut sale and difficult purchase It also supports trading methods so that users can see registered values, transaction results and status without accessing the securities ordering system, and users can automatically buy and sell securities while taking responsibility. It is an object of the present invention to provide a securities trading ordering system for users and a recording medium recording the securities trading ordering system.

[0013]

According to a first aspect of the present invention, there is provided a securities trading ordering system, which relays securities trading orders to a stock exchange and provides current securities price information;
To the securities trading server via a network,
A securities trading terminal for the user to place a trading order for securities,
In the securities trading ordering system comprising a network for connecting the securities trading server and the securities trading terminal, a plurality of stocks to be traded and a purchase price, a selling price, and the number of shares held for each of the stocks from the securities trading terminal. Target issue storage means for inputting and saving, fund balance calculation means for calculating the amount of money at the time of purchase or sale of securities and updating the balance of funds held by the user, and saving by the target issue storage means Security price updating means for updating the current security price of the target security being set, and the purchase price of the target security in which the current security price updated by the security price updating means is stored by the target security storing means. A purchase order when the required funds calculated from the purchase price are equal to or less than the funds balance, or when the current security price is And characterized in that it has, and securities trading order means for issuing a sell order in the case of approaching to the sale price of the target stocks that are stored by brand storage means.

According to a second aspect of the present invention, there is provided the securities trading ordering system according to the first aspect, wherein the fund balance calculating means calculates an amount received when the selling order issued by the securities trading ordering means is established. It is characterized by increasing the fund balance.

According to a third aspect of the present invention, there is provided the securities transaction ordering system as defined in any one of the first to second aspects, wherein the fund balance calculating means is provided with the necessary funds when the securities trading order means issues a purchase order. Is calculated, and the fund balance subtracted from the fund balance is calculated and stored. When the purchase order is not established, the fund balance is restored.

According to a fourth aspect of the present invention, there is provided the securities trading ordering system as defined in any one of the first to third aspects, wherein the target issue storage means can set a plurality of selling prices for one issue. The ordering means is characterized in that, for a plurality of selling prices, when the current security price approaches the selling price of the target issue stored by the target issue storing means, and issues a selling order for the security held by the user. .

According to a fifth aspect of the present invention, there is provided the securities transaction ordering system according to any one of the first to fourth aspects, wherein the target issue storage means can set a plurality of purchase prices for one issue, and The ordering means is a purchase order when the current security price for a plurality of purchase prices approaches the purchase price of the target issue stored by the target issue storage means and when the required fund calculated from the purchase price is equal to or less than the funds balance. A securities trading ordering system characterized by issuing

In the securities trading order system according to a sixth aspect of the present invention, in the securities trading ordering system according to any one of the first to fifth aspects, when the target brand storage means inputs and saves the trading order, the target order and the limit order are exchanged. The securities trading order means is characterized in that the timing for issuing a trading order when the current price approaches the registered trading price for the specified issue differs between the limit order and the market order.

In a preferred embodiment of the present invention, the target stock storage means inputs and saves the trade order and sells the security as a type of trading when the trade order is stored. , Purchase and loss cut-off sale, and the securities trading order means issues a sale order when the current price is equal to or less than the registered trade price for the stock for which loss cut-off sale is specified.

According to an eighth aspect of the present invention, there is provided the securities trading ordering system as defined in any one of the first to seventh aspects, wherein the securities trading server includes a registered value of the target brand stored by the target brand storing means; It is characterized in that it has a communication means for notifying the user of the presence or absence of the order of the trading order by the securities trading order means and the result of the trading order to the user.

According to a ninth aspect of the present invention, a security transaction ordering system is realized by storing a program of the security transaction ordering system defined in any one of the first to eighth aspects on a CD-ROM or the like.

[Detailed Description of the Invention]

BEST MODE FOR CARRYING OUT THE INVENTION

An embodiment according to the present invention will be described in detail with reference to the drawings.

<First Embodiment> FIG. 1 is a block diagram showing an outline of a first embodiment of a securities transaction ordering system according to the present invention. In FIG. 1, the stock trading server 1
Corresponds to the securities trading server in the claims, and stores the trading order of the stock entered and operated by the user via the network 3 from the stock trading terminal device 2, and makes the trading order while observing the current stock price. An order is placed on the stock exchange 20 where the stock is actually listed and traded.

The stock trading terminal device 2 corresponds to the securities trading terminal in the claims, and is a terminal device for performing a stock trading order placed at the place of a user who trades stock. This stock transaction terminal device 2 can be realized by a general personal computer (personal computer). Network 3 between stock trading server 1 and stock trading terminal 2
There is an HTML (Hyper Text Markup Languag)
e) The Internet or a dial-up network connected to the Internet that transfers data or e-mail data.

The stock trading server 1 is roughly divided into three parts. The first is a part for exchanging information with the user and storing the information, a data transmitting / receiving unit 9 for transmitting and receiving HTML data and e-mail data with the network 3, and a screen between the user and the user. A user information processing unit 10 for performing various settings for data and stock trading, a user information database 11 storing registered values such as user names and user codes, stock trading brands and trading prices, and the like. And corresponds to the target issue storage means in the claims. Further, there is an e-mail transmission unit 4 for transmitting the registered value and the processing result to the user as e-mail, and corresponds to the communication means in claim 8.

The second part is a part for acquiring the current stock price information. The stock exchange 20 in which the stock is actually traded is provided.
And a real-time stock price database 7 for storing stock price information received by the real-time stock price data receiving unit 8 for receiving current stock price information from the company. It corresponds to the means.

The third part is a part for placing a stock trading order. The stock trading order part 5 for determining whether to place a trading order according to the stock trading information set in the user information database 11, and the stock exchange 20. A stock trading data transmitting / receiving unit 12 for placing an actual stock trading order, a fund balance calculating unit 6 for calculating a fund required for stock trading or calculating an increase in funds when selling. , And corresponds to the securities trading order means and the fund balance calculating means.

The stock trading terminal 2 has a network 3
Terminal data transmitting and receiving unit 15 which is a module for transmitting and receiving data, and display data, specifically, HTML data transmitted from the stock transaction server 1, to display an actual display screen on the monitor 18. Internet browser software 16 and electronic mail software 17 for receiving electronic mail. A keyboard 19 for inputting to the Internet browser software 16 and the e-mail software 17 is also included.

FIG. 2 is a diagram showing an example of the data structure of the user information database 11 in the block diagram. The table 30 is a table for managing the entire user, and the table 40 is a data table in which trading brands for each user are registered. Table 30 is a user ID for identifying a user when logging in to stock trading server 1 or the like.
31, a user name 32, a password 33, and a fund balance 34 storing a balance of funds for purchasing the user's stock.
An e-mail address 35 as a user's e-mail contact information, and a table 4 in which trading brands for each user are registered.
It is composed of a table pointer 36 storing a pointer to 0.

The structure of the table 40 includes a brand code 41 which is a brand code of a target stock to be bought and sold, a brand name 42 which is a name of the stock, whether the stock is to be purchased, sold, or a loss-cutting sale (purchased but contrary to expectation). 43, a trade price A44, which is the first price for buying and selling stock, a trading stock number A45, which is the number of stocks to buy and sell, and a second for buying and selling stock. Price B46, the number of shares to buy and sell, and B47, the number of shares to buy and sell;
8. It is composed of fields of an order type 49 indicating whether a trade order is to be performed with a limit or a success, and an expiration date 50 which is an expiration date of a registered value.

For example, in record 38, brand code = 1
200, brand name = (shares) ABC, trading type = purchase, the purchase price is the purchase price A = 500 yen, the number of trades A =
1000 shares, trading price B = 450 yen, number of trading B = 10
00 shares are purchased, the number of shares held = 0, the order type = limit order, and the expiration date of this registered value = July 31.

FIG. 3 is a diagram showing an example of a screen displayed on the monitor 18 by the Internet browser software 16 of the stock trading terminal device 2. This is because the user information processing unit 10 creates screen data as HTML data and transmits it to the stock trading terminal device 2 via the network 3, the terminal data transmitting / receiving unit 15 of the stock trading terminal device 2 receives it, and the Internet browser software 16 Is the result of interpreting and displaying the HTML data. The window 51 is a window displayed by the Internet browser software 16, and includes a user name display column 52 displaying the user's name, a fund balance display column 53 displaying the fund balance, and a stock price display for updating the current stock price. The update button 54, the cancel button 55, and the input value are registered in the securities transaction server 1,
There are a registration button 56 for ending the input processing, an input area 57 for setting trading information for each brand, and a time display column 58 displaying the current date and time.

In the input area 57, a brand code input field 62 for selecting a brand, a trade type selection field 65, a price A input field 66 which is a first trade price, a trade A number input field 67, and a second trade price input field 67 are provided. The price B input field 68, which is the trading price of the stock, has the areas of the number B of input and output shares 69, the order type selection field 71, and the expiration date input field 72. A brand name display field 6 for displaying a brand name corresponding to the code input in the brand code input 62.
3, a current stock price display field 64 for displaying the currently traded stock price and a number-of-stocks display field 70 for displaying the current number of shares held by the user.

The operation on this screen is as follows.
When the user inputs the code of the target brand into the brand code input column 62, the brand name is displayed in the brand name display column 63,
In the trade type selection column 65, three trade types (purchase, sale, and loss-cut sale) are selected. In the price A input field 66 and the price B input field 68, the amount of the trading price such as 500 yen is input, and the number of trading shares A input field 67 and the number of trading shares B input field 6 are entered.
In 9, the number of shares to be traded, such as 1,000, is input. In the order type selection column 71, two types of orders (limit order, success)
Select In the expiration date input field 72, a date such as "July 31" is input. Clicking the stock price update button 54 updates the display of the stock price display column 64 to display the current stock price. When the registration button 56 is clicked, the content of the input value is sent to the stock transaction server 1 and stored in the user information database 11.

For example, in the input line 59, the brand code = 120
0, brand name = ABC Co., Ltd., current stock price = 580 yen, type of trading = purchase, price A = 500 yen, number of trading shares at price A = 1000 shares, price B = 450 yen, number of trading shares at price B =
1000 shares, number of shares = 0, order type = limit order, expiration date =
July 31 is the record 3 in FIG.
8 is displayed on the screen. Input line 6
0 is an example of sale, and the input line 61 is for registration of purchase, loss cut sale, and sale for the same brand, and sale can be registered even if the number of shares held is zero.

FIG. 4 is a diagram showing an example of a screen displayed on the monitor 18 by the electronic mail software 17 of the stock trading terminal device 2. The window 70 is an area displayed by the e-mail software 17, including a command menu area 71 for operating the e-mail software, a command button area 72 for displaying frequently used commands, An attribute information area 73 displays the attributes of the mail, and a message area 74 displays the contents of the e-mail message. The example of the e-mail message shown in FIG. 4 is transmitted by the stock trading server 1 and is a report on the stock trading status of the user.

FIG. 5 is a diagram showing an example of the structure of the real-time stock price database 7. This database is a two-dimensional table with the stock issues in the vertical direction and the issue code, issue name, open price, high price, low price, current value, trading time, and cumulative volume of each issue in the horizontal direction. I have. The data of this table is received by the real-time stock price data receiving unit 8 from the stock exchange 20 and stored in the real-time stock price database 7. The opening price, the high price, the low price, and the current price of the real-time stock price database 7 are so-called four prices, which are generally the same as those provided as real-time stock price information on the Internet.

FIG. 6 is a flowchart showing the processing contents of the user information processing section 10, FIG. 7 is a flowchart showing the processing contents of the stock transaction ordering section 5, and FIG.
6 is a flowchart showing the processing contents of FIG.

The operation of the embodiment will be described with reference to FIGS. The operation in the securities ordering system is roughly divided into two. The first operation is when the user performs registration for performing a stock transaction, and the data transmitting / receiving unit 9, the user information processing unit 10, and the user information database 11 in the stock trading terminal device 2 and the stock trading server 1 are used. It operates while exchanging information through the network 3.

The second operation is performed when the system operates normally and automatically places a stock trading order. The stock trading ordering section 5 in the stock trading server 1 is mainly used, the fund balance calculating section 6, and the stock trading section. It operates with a data transmitting / receiving unit 12, a user information database 11, a real-time stock price data receiving unit 8, a real-time stock price database 7, and an e-mail transmitting unit 4.

First, the first operation, ie, the operation of the securities transaction ordering system in the case where the user makes settings for performing a stock transaction will be described. The user who performs stock trading is the Internet browser software 1 of the stock trading terminal device 2.
6 is started and connected to the stock trading server 1 via the network 3 (specifically, the Web of the stock trading server 1
The user information processing unit 10 is activated via the data transmission / reception unit 9 of the stock transaction server 1. That is, activation is performed in step S1 in FIG.

Step S1: The processing of the user information processing section 10 starts. Step S2: The user information processing unit 10 creates login screen data for requesting input of a user ID and a password in HTML, and transmits it to the stock transaction terminal device 2 via the data transmitting / receiving unit 9 and the network 3. In the stock transaction terminal device 2, when the terminal data transmitting / receiving unit 15 receives the data, it passes the screen data to the Internet browser software 16 because the data is HTML screen data. The Internet browser software 16 displays a login screen on the monitor 18. When the user inputs his / her user ID and password, the Internet browser software 16 transmits the input data to the stock transaction server 1 via the terminal data transmitting / receiving unit 15 and the network 3. The stock transaction server 1 passes the data received by the data transmission / reception unit 9 to the user information processing unit 10. Then, the control returns to step S2, and the user is specified by the user ID and the password. That is, the corresponding record is specified from the user ID 31 and the password 33 of the table 30 in FIG. In this example, it is assumed that the user ID is A0010.

Step S3: Fund balance 34 of the relevant user
HTML table data is created by reading the table of trading brands for each user from the table pointer 36 and the latest stock price data of trading brands from the real-time stock price database 7. In this example, since the user ID is A0010, the data of the trading brand shown in the table 40 is read by converting the fund balance 34 = 3 million yen and converted into HTML data. Step S4: The data transmission / reception section 9 is called and HTML data as screen data is passed. The data transmitting / receiving unit 9 transmits the data to the stock trading terminal device 2 via the network 3. In the stock transaction terminal device 2, the terminal data transmitting / receiving unit 15 receives the HTML data and passes it to the Internet browser software 16. The Internet browser software 16 interprets the HTML and displays a trade brand registration screen as shown in FIG. FIG. 3 shows the stock trading data currently registered by the corresponding user of "name 1", and new input or correction of existing data is performed on this screen. When the user registers the entered data, the registration button 5
6. To cancel the input, click the Cancel button 55, and click the Update Stock Price button 54 to update the current stock price display field 64 and display the latest stock price.

Next, the Internet browser software 16 requests the terminal data transmission / reception unit 15 to transmit the input data and operation. The input data and operation are transferred to the user information processing unit 10 via the terminal data transmission / reception unit 15, the network 3, and the data transmission / reception unit 9 of the stock transaction server 1, and return to step S4. Step S
5: Processing is divided according to the received operation data. In the operation of the stock price update button, the process proceeds to step S6,
6: Read the latest stock price data from the real-time stock price database 7 to create HTML data, and return to step S4. In the operation of the registration button in step S5, step S8
Proceed to to decompose the input data and check the parameter contents. Step S9: If the registered contents are normal, proceed to step S9Y, and step S10: save in the user information database 11. Step S11: end. If the parameter content is error in step S9, step S9N
Proceed to step S7: create an HTML of an error message and a message prompting re-entry, and return to step S4. If the cancel button operation is performed in step S5, no processing is performed, and step S11: ends.

With the above processing, the stock trading order data input by the user is stored in the user information database 11.
Can be saved to

Next, a description will be given of a second operation, that is, an operation in which the system operates normally to automatically perform stock trading.
In the flow chart of FIG. 7, step S20: The activation is periodically performed by a timer interrupt or the like. This activation cycle is determined by the system or is a numerical value designated by the user. The activation cycle may be once a day at the longest, and may be several minutes in a short case.

Step S21: The processing of the stock transaction ordering section 5 is started. Step S22: From then on, since processing is performed for each user, one record (one user) is extracted from the table 30 in the user information database 11 in FIG. 2 and processed. Step S23: Thereafter, processing is performed for each record of the trade information of the corresponding user. One record in the sales information of the corresponding user is extracted. Specifically, one record in the table 40 indicated by the table pointer 35 of the corresponding user record being processed in the table 30 is extracted.

Step S24: It is determined whether or not the value registered for the target issue is within the expiration date 50 and the current stock price approaches the trading stock price A44 or the trading price B46. Here, “approached” means a range set in advance systematically. For example, "when order type = limit order, within 10% of set stock price, when order type = successful, within 2%". Taking the record 38 of FIG. 2 as an example, the order type = limit order and the selling price A44 of “ABC” is 500 yen, so the current stock price of the target brand is 500 yen + 50 yen = 550 yen to 500 yen. When -50 yen = 450 yen, the process branches to step S24Y. Otherwise, the process branches to step S24N, and proceeds to step S31 to process the next record.

Step S25: Processing is divided according to the type of trading. When the trade type = sale, step S26: A sell order for the target brand is made to the stock trade data transmission / reception unit 12. The number of shares sold is the number of trading shares A45 or trading shares B47. If the trade type = loss cut sale in step S25, step S27: It is determined whether the price is equal to or lower than the price of the trade price A or the trade price B.
Branching to Y, step S26: An order to sell the target issue is made to the stock trading data transmitting and receiving unit 12. Step S2
If it is not the following in step 7, the process branches to step S27N and proceeds to step S31.
Go to and process the next record. If the trade type = purchase in step S25, the fund balance calculation unit 6 is called to calculate the funds required for the purchase.

In the flow chart of FIG. 8, the fund balance calculation unit 6 divides the process into steps S50: start of the fund balance calculation unit 6, and step S51: the type of processing. In this case, since it is a purchase order, the flow proceeds to step S56. Step S56: The total price is calculated from the trading price and the number of shares, and the transaction fee is added to calculate the total purchase cost. That is, when the order type = limit order, “total purchase cost = trading price × the number of shares + trade commission” is obtained, and when the order type = successful, the purchase price is not known in advance. Expect a surplus amount, such as "amount) x number of shares + transaction fee." Step S57: It is determined whether the calculated total purchase cost is equal to or less than the fund balance 34 (whether or not there is funds necessary for purchase). If the funds are sufficient, the process branches to step S57Y, and step S58: the amount of the total purchase cost is subtracted from the fund balance 34 and updated. If the funds are insufficient, the process branches to S57N, sets an error code, and returns to step S59: original.

Returning from the fund balance calculation unit 6, step S29 in FIG. 7: determines whether the fund is sufficient, that is, determines whether the fund balance calculation unit 6 has returned an error code. If the fund is sufficient, go to step S29Y. Branching, step S30: A purchase order for the relevant stock is issued to the stock trading data transmitting / receiving unit 12. If not, the flow branches to step S29N, and stock purchase processing is not performed.

Step S31: It is determined whether or not all records registered by the user have been executed. If not completed, the flow branches to step S31N, and the next record is processed from step S23. If all records are completed, step S31
Branching to Y, step S32: The processing result for each record is transmitted as an e-mail. When the e-mail message text is passed to the e-mail transmission unit 4, the e-mail transmission unit 4 transmits the e-mail message text via the network 3 to the e-mail address 35 stored in the table 30.

Step S33: It is determined whether or not the processing has been completed for all the users. If the processing has not been completed, the flow branches to step S33N and returns to step S22 to perform the processing for the next user. If the processing for all users has been completed, step S
The flow branches to 33Y, and step S34: ends.

With the above-described processing, the user information database 11 is periodically checked, and a sale order and a purchase order can be executed for the registered stock with respect to the stock exchange 20. Can be sent as an email.

On the other hand, the transaction result (whether or not the transaction has been established) of the stock sale or purchase order is transmitted from the stock exchange 20 to the stock trading data transmission / reception unit 12 in step S26 or step S30. That is, in the flowchart in FIG. 7, step S40: a reception interruption of the transaction result occurs. Step S41: A transaction result is received from the stock exchange 20. Step S42: Processing is divided according to the transaction result. When the transaction result = purchased, step S45: adding the number of purchased shares to the number of held shares 48, and setting the number of trading shares A or trading B to 0 as the order processing, records that the purchase is completed and updates the record.

Step S47: Call the fund balance calculation section 6 to update the fund balance. In the flowchart of FIG. 8, this process is started from step S50, and step S51: Judgment is made according to the type of process. In this case, since the purchase has been established, the process proceeds to step S54. Step S54: If the order type = successful, Step S55: Since the purchase price is not known at the time of the purchase order, the fund balance 34 is updated by provisional calculation, and the difference between the provisional calculation amount and the actual purchase amount is calculated. Is calculated, added to the fund balance 34, and updated, and the process returns from step S59: fund balance calculation unit 6. If the order type is not “successful”, the process branches to step S54N, and returns from step S59: the fund balance calculation unit 6. Step S48:
The transaction result (purchased) is passed as message text to the e-mail transmission unit 4 and the e-mail is transmitted to the user.

If the transaction result = purchase unsuccessful at step S42, step S44: call the fund balance calculation unit 6,
The fund balance 34 is updated. This process is a flowchart of FIG. 8, and since the type of process = purchase not established in step S51, the total purchase cost is calculated in step S53, and the total purchase cost is added to the fund balance 34 and updated. That is, since the fund balance 34 was subtracted when the purchase order was issued, it is restored when the purchase is not established. Step S5
9: Return from the fund balance calculation unit 6, step S48: Pass the transaction result (purchase unsuccessful) to the e-mail transmission unit 4 as message text and transmit the e-mail to the user.

If the transaction result = sale is established in step S42, step S43: the number of shares to be sold is subtracted from the owned stock 48 and updated. Step S44: Call the fund balance calculator 6 and update the fund balance 34. This process is a flowchart of FIG. 8, and since the type of process = sold in step S51, step S52: total sales amount = sale price × number of shares−transaction fee−tax etc. to calculate the fund balance 34
Add the total sales amount to and update. Step S59: Return from the fund balance calculation unit 6, and step S48: Pass the transaction result (sold) to the electronic mail transmitting unit 4 as message text and transmit the electronic mail to the user.

If the transaction result is not established in step S42, the transaction result (sale is not established) is sent to the e-mail transmitting section 4 as a message text and the e-mail is transmitted to the user in step S48.

As described above, the result of issuing a sales order and a purchase order to the stock exchange 20 can be reflected in the user information database 11, and the result can be notified to the user.

In the above description, the e-mail transmitted from the e-mail transmission unit 4 is received by the terminal data transmission / reception unit 15 of the stock transaction terminal device 2 via the network 3 and passed to the e-mail software 17. As a result, an e-mail message as shown in FIG. 4 is displayed. Among the operations described above, the following messages are transmitted as e-mails. (A) The result of registration when the user changes or updates the registered values of the trade information, the trade price, and the like in the user information database 11. (B) Notification of today's stock price of the stock to be traded and whether or not an actual trading order has been placed on the stock exchange 20. (C) Notification of the trading result when an actual trading order is issued to the stock exchange 20. (D) Notification of shortage content when the current stock price approaches the trading price at which to place a trading order, but the trading order cannot be made due to lack of funds or the number of shares held. (E) When the balance of funds changes as a result of a trading order or a user adds or withdraws funds.

By notifying the user of such a message as e-mail by means other than the Internet browser software 16 used by the user for stock trading, the user may overlook the situation. Because there are fewer means of confirming registered values, and the result can be left in the form of e-mail, it is possible to clarify important `` user's own responsibility '' in securities trading it can.

In the above description, "approached" to the trading price in step S24 of the flowchart of FIG. 7 is defined as a fixed rate of 10% of the registered trading price. The range may be directly specified, such as "within plus or minus 100 yen". Also, when the order type is “successful”, it is better to reduce the rate to 1% or the like even at a fixed rate of “approaching”. In other words, since the market order is placed without specifying the price, it is traded at a price close to the current stock price, and to close the market order at a price near the registered trading price, the range of `` close '' is reduced. I do.

By the processing described so far, various transaction methods can be realized. For example, in the registration of the input line 59 in FIG. 3, the stock transaction ordering section 5 operates as follows. As shown in the current stock price display column 64, the current stock price of the stock price (ABC) ABC is 580 yen, but the price A
When approaching 500 yen shown in the input field 66, the stock transaction ordering section 5 issues a purchase order for 1000 shares with a limit price of 500 yen. However, if the price drops further to 450 yen against the expectation, an order for purchase of another 1000 shares is placed at 450 yen shown in the price B input field 68, and if the purchase is established, the purchase unit price is reduced (difficult purchase). be able to.

When the registration is made as in the input area 61, the following trading is performed. In the row of brand 3, a purchase order for “Iroha Corporation” is initially made for 1100 yen. In the row of Brand 4, if the price falls below 1,000 yen against the expectation, it will be cut off and sold at 1,000 yen. In the row of issue 5, if the stock price rises, 100 yen at 1400 yen
You can sell 0 shares and sell for 1500 yen for 1000 yen. As shown in this example, at the registration stage, the sale can be registered as in the row of brand 5, even though the company does not have the stock certificate of “Iroha Co., Ltd.”. In addition, a loss cut sale can be registered in case the price falls unexpectedly.

Similarly, paying attention to the rows of the brand 2 and the brand 3 in the input area 57, if the purchase fund is insufficient and the brand name of the brand 3 = “(I) Co., Ltd.” cannot be purchased, it will be explained in step S29. No purchase order is placed as you did. However, if the sale of the issue name of the issue 2 = “CDE (stock)” is established, the purchase fund can be secured, and a purchase order of the issue name = “(I) Co., Ltd.” is issued. Therefore, even if the purchase funds are insufficient, it is possible to register to purchase stocks. If the purchase order is not placed due to insufficient funds, the status is notified to the user by e-mail in step S32, so that the user can take measures such as adding funds or sending off funds.

As described above, for a plurality of brands registered in the user information database 11, stocks can be automatically traded at a plurality of trading prices, and the user can respond according to the situation.

<Second Embodiment> In the example of the first embodiment, 1 is set.
Although two trade prices have been registered for a brand, two or more trade prices may be registered. For example, in order to be able to register three trade prices, a field such as a trade price C is provided in the structural example of the user information database 11 in FIG. 2, and an input field such as the price C is provided in the screen example in FIG. Provide. The processing may be the same as the flowcharts shown in FIGS. 6 to 8, and the determination in step S24 may be performed for each of the three registered trade prices.

<Third Embodiment> In the example of the first embodiment, the electronic mail is received by the electronic mail software 17 in the stock trading terminal device 2.
Alternatively, a mobile phone or a portable information terminal with an e-mail function may be used. In this way, the user can check the transaction status on the portable device, which is more convenient. Even in that case, the e-mail address 3 of the user information database 11 is simply used.
It is sufficient to store the e-mail address of the mobile phone or the e-mail address of the mobile phone of the mobile information terminal in the field No. 5, and there is no difference as a securities transaction ordering system.

<Other Embodiments> Although the embodiment of the present invention has been described mainly with respect to stock transactions, it is needless to say that the present invention can be used for various securities transactions such as credit transactions and fund transactions in addition to stock transactions.

[0072]

As described above, according to the present invention, the trading prices are registered for a plurality of brands, the current stock price is automatically observed, and when the trading price approaches the trading price, the funds and the stock holdings are reduced. A means for automatically placing an order for trading is provided if it is sufficient, so that trading can be performed automatically at the desired price without observing the price of securities such as stocks at all times. Further, since a means for registering a plurality of trading prices is provided, it is possible to cope with various trading methods such as difficult buying and loss-selling, thereby increasing the degree of freedom in securities transactions.

Further, since the limit order and the market order can be designated as the order method of trading, it is possible to buy and sell at the desired trading price in the limit order, and when the market order is specified, it is possible to buy and sell at an amount close to the desired trading price. In addition, the degree of freedom in securities trading can be increased. In addition, at the moment when the security price approaches the registered trading price, it is determined whether there is funds or securities, and the actual trading order is made. Can be set, and the range of trading methods can be expanded. In addition, a notification means is provided to notify the registered value of the trade order, whether the trade order has been placed, and the result by e-mail, etc., so that the user can register the trade value, trade result, The user's convenience can be expanded by knowing the current situation. Also,
A means has been provided to notify by e-mail etc. of the registered value of the trade order, whether or not the trade order has been placed, and the result, so that the user's responsibility should be clearly communicated to the user, that is, the user should take responsibility Can automatically perform securities transactions.

[0074]

[Brief description of the drawings]

FIG. 1 is a block diagram showing an overall configuration of a securities transaction ordering system according to a first embodiment of the present invention.

FIG. 2 is a diagram showing an example of a structure of a user information database 11 of the stock trading server 1 in the securities trading ordering system shown in FIG.

FIG. 3 is a diagram showing an example of a trade brand registration screen displayed on a monitor 18 of the stock trading terminal device 2 in the securities trading ordering system shown in FIG.

4 is a diagram showing an example of a screen of an e-mail message displayed on a monitor 18 of the stock trading terminal device 2 in the securities trading ordering system shown in FIG.

FIG. 5 is a diagram showing an example of the structure of a real-time stock price database 7 in the securities transaction ordering system shown in FIG.

FIG. 6 is a flowchart showing a process of a user information processing unit 10 in the securities transaction ordering system shown in FIG.

7 is a flowchart showing a process of a stock trading ordering unit 5 in the securities trading ordering system shown in FIG.

8 is a flowchart showing a process of a fund balance calculation unit 6 in the securities transaction ordering system shown in FIG.

[Explanation of symbols]

 1. Stock trading server 2. Stock trading terminal device 3. Network 4. E-mail transmission unit Stock Trading Order Department 6. Fund balance calculator 7. 7. Real-time stock price database 8. Real-time stock price data receiving section Data transmission / reception unit 10. User information processing unit 11. User information database 12. 14. Stock trading data transmission / reception section Terminal data transmission / reception unit 16. Internet browser software 17. E-mail software Monitor 19. Keyboard 20. Stock exchange

Claims (9)

[Claims] 1. A securities trading server for relaying securities trading orders to a stock exchange and providing current securities price information;
To the securities trading server via a network,
A securities trading terminal for the user to place a trading order for securities,
In the securities trading ordering system comprising a network for connecting the securities trading server and the securities trading terminal, a plurality of stocks to be traded and a purchase price, a selling price, and the number of shares held for each of the stocks from the securities trading terminal. Target issue storage means for inputting and saving, fund balance calculation means for calculating the amount of money at the time of purchase or sale of securities and updating the balance of funds held by the user, and saving by the target issue storage means Security price updating means for updating the current security price of the target security being set, and the purchase price of the target security in which the current security price updated by the security price updating means is stored by the target security storing means. A purchase order when the required funds calculated from the purchase price are equal to or less than the funds balance, or when the current security price is Securities and Exchange ordering system which is characterized in that it has a, and securities trading order means for issuing a sell order in the case of approaching to the sale price of the target stocks that are stored by brand storage means. 2. The securities trading ordering system according to claim 1, wherein said fund balance calculating means calculates the amount received and increases the fund balance when the sale order issued by said securities trading order means is established. Securities trading ordering system. 3. The securities transaction ordering system according to claim 1, wherein said fund balance calculating means calculates necessary funds and subtracts them from the fund balance when said securities trading order means issues a purchase order. A securities transaction ordering system which calculates and saves a balance of funds and restores the balance of funds when a purchase order is not satisfied. 4. The securities trading ordering system according to claim 1, wherein the target issue storage means can set a plurality of sale prices for one issue, and the securities trading order means can set a plurality of sale prices for the plurality of sale prices. A securities transaction ordering system wherein a current securities price approaches a sale price of a target issue stored by said target issue storage means and a sale order is issued for a security held by a user. 5. The securities transaction ordering system according to claim 1, wherein the target issue storage means can set a plurality of purchase prices for one issue, and the securities trading order means can set a plurality of purchase prices for the plurality of purchase prices. Securities characterized by issuing a purchase order when the current security price approaches the purchase price of the target issue stored by the target issue storage means and when the required fund calculated from the purchase price is equal to or less than the funds balance. Trading order system. 6. A securities trading order system according to claim 1, wherein said target stock storage means can designate a market order and a limit order when inputting and saving a trade order, and said security trade order means. Is a securities trading ordering system characterized in that when a current price approaches a registered trading price for a specified brand, the timing for issuing a trading order differs between a limit order and a market order. 7. In the securities trading ordering system as defined in any one of claims 1 to 6, the target issue storage means designates sale, purchase, loss-cutting sale of a security as a type of trading when entering and saving a trading order. A securities trading order system, wherein the securities trading order means issues a selling order when a current price is equal to or less than a registered trading price for a stock for which loss-selling is specified. 8. The securities trading order system according to claim 1, wherein the securities trading server comprises:
It is characterized by having communication means for notifying the user of the registered value of the target issue stored by the target issue storage means, the presence or absence of the order of the trade order by the securities trading order means, and the result of the trade order. Securities trading ordering system. 9. A storage medium storing a program for the securities transaction ordering system defined in claim 1.