KR100426779B1 - Stock information service supporting system and method for trading of a investor - Google Patents

Abstract

According to the disclosed invention, the investor selects a trading method suitable for a stock market situation and sets trading conditions using indicator information, thereby lowering investment loss and increasing investment return. In addition, the present invention can activate the securities market by preventing an increase in the trading volume of the securities market by converting the accounts receivable and credit margin shortages into loans.

In addition, the present invention can prevent the stock trading in the stock market situation that the investors do not want by setting the cancellation conditions by the indicator information. In addition, the present invention can automatically be notified of the result of the order processing through the wired, wireless telephone, and provides an easy-to-use environment that can be conveniently ordered through the automatic response system has an excellent use convenience.

Description

Securities information service support system and method for investing stocks of investors {STOCK INFORMATION SERVICE SUPPORTING SYSTEM AND METHOD FOR TRADING OF A INVESTOR}

The present invention relates to a securities information service support system, and more particularly, to a securities information service support system for an investor's stock trading that allows an investor to buy and sell stocks by setting trading timings by various trading techniques.

In general, securities markets are subject to a variety of variables other than the operating performance of a company's economic activity, making it difficult to accurately predict prices, especially for individual investors who trade stocks based on subjective experience and psychological factors. As a result, investment losses are higher and investment returns tend to be smaller than those of institutional investors who rely on technical analysis of the securities market.

Conventional stock trading techniques mostly transfer orders directly from the securities firm's floor. In addition, it is proposed to buy or sell stocks by phone or computer without investor's direct visit to the securities company's store.However, the investor does not visit the stock trading window and observes the changing stock market. There is no big difference in the way you decide whether to buy or sell stocks.

Due to the constraint that investors have to keep an eye on the securities market trends, investors need to ask securities companies not to buy or sell stocks directly.

As a result of this change, when an investor orders a sell order to buy stock at a desired price and a buy order to buy at the desired price, the securities company realizes the stock trading when the current stock price matches the investor's selling condition. Plans are actively proposed.

However, the way an investor places an order with a securities company simply focuses on setting a trading price in advance, thus helping to alleviate the burden of investors having to watch the stock market themselves. There was a drawback that the variables occurring in the system could not be fully considered. In other words, if the trading price set by the investor does not coincide with the actual stock market situation, even though the stock cannot be traded or can be traded at an advantageous price, the trading is conducted by the set selling price and the buying price to maximize the return on investment. It was difficult.

In addition, in order to cope with various stock market conditions such as a situation in which the stock market continues to rise (or down) or repeats the ups and downs, it is necessary to buy and sell stocks according to the stock market.

On the other hand, in the settlement method of securities companies and investors, if liquidity is not settled after the investor buys stocks (receivables borrowed from the securities company) or the credit margin cannot be maintained at a certain rate, cash liquidity This scarce investor must inevitably sell stocks he wishes to hold, which can result in substantial loss of property from the investor's point of view, and furthermore, as investors' receivables increase, the volume of trade increases and the vitality of the securities market increases. Will be inhibited.

An object of the present invention is to provide a stock information service support system and method for investing stocks of investors that can set the trading time of stocks by various trading techniques using indicator information according to the trading contents of the stock exchange.

Another object of the present invention is to provide a securities information service support system and method for investing stocks of investors that enables investors to buy and sell stocks using various trading techniques to lower investment losses and maximize investment returns.

Another object of the present invention is to provide a securities information service support system and method for investing stocks of investors that can facilitate the market by resolving factors that increase the volume in the stock market by lending by a contract with the investor have.

Another object of the present invention is to provide a securities information service support system and method for investing stocks of investors that can be notified of the transaction processing results through the investor's telephone, and can be ordered by various trading techniques using the telephone.

1 is a block diagram of a security information service support system according to the present invention,

2 is a view showing the configuration of a database applied to the present invention;

3 is a flowchart illustrating an operation for conditional trading according to the present invention;

4 is a flow chart showing an operation for resale according to the present invention;

5 is a flow chart showing the operation of the multi-item trading according to the present invention,

6 is a flow chart showing the operation for the box trading according to the present invention;

7 is a flow chart showing the operation of the quantity control trading according to the present invention,

8 illustrates a processing operation of an investor and a stock manager in accordance with the present invention.

Explanation of symbols on the main parts of the drawings

100: Stock Exchange 200: Stock Network

300: securities management unit 310: analysis system

320: web server 330: automatic response system

340: Notification system 350: Loan system

360: Ordering System 400: Network

500: client computer 600: public communication network

700: wired telephone 800: wireless communication network

900: cordless phone

In the securities information service support system for investing stocks of investors according to the present invention as described above, in the securities information service support system for trading stocks ordered from investors by a securities management unit provided in the network,

The investor comprises a client computer having display means for displaying the order information received from the securities management unit and setting means for setting trading conditions of stocks in accordance with the order information, wherein the client computer comprises the setting means. Investor information including the stock trading conditions set by the to the securities management unit,

The stock management unit comprises: an analysis means for analyzing the transaction contents of the stock exchange to retrieve index information; an ordering system for transmitting a trading order of stocks to the stock exchange; and a web server for receiving investor information from the client computer of the investor. And transmit the order information to the client computer of the investor to interpret the investor information, which is selected by the investor and sets a stock trading condition using a plurality of predetermined trading techniques and selected trading techniques using indicator information. If the indicator information of the stock trading conditions set by the investor and the indicator information retrieved by the analysis means are matched, the stock is sold and bought.

The security management unit transmits the order cancellation information for canceling the order to the client computer and cancels the execution of the order if it meets the cancellation condition set by the investor using the indicator information.

The securities management unit is characterized in that it comprises a loan system for lending a shortage of receivables or credit margin of the investor by the contract contracted with the investor.

The loan system is characterized in that the loan is determined according to the net asset amount and the total valuation amount of the settlement account of the investor.

The loan system is characterized by determining whether or not to borrow according to the credit rating or transaction performance of the investor.

The securities management unit is characterized in that it comprises a notification system for notifying the investor by wire or wireless information, including whether the order of the order and the result of the execution of stock trading.

The notification system is connected to the public telecommunications network and connected to the investor's cordless phone via the public telecommunications network or to the investor's wireless telephone, and informs the wired or wireless telephone to which the investor wishes to be notified. .

The securities management unit has an automatic answering system connected to a public telephone network for receiving an order through an investor's landline or wireless telephone, the automatic answering system sending order information by voice or text and setting up the stock trading conditions set by the investor. Characterized by the investigator is characterized in that for transmitting to the web server.

The analysis means includes a search engine for searching the index information of the securities market, which includes a trading volume, a comprehensive stock index, an industry index, a market price, a present price, a futures index, an option index, their average closing price, the highest price, The at least one indicator information among the lowest, the highest point, the all the low point, and the upper limit remaining amount and the lower limit remaining amount is searched.

As described above, the securities information service supporting method for investing stocks of investors according to the present invention is a securities information service supporting method for buying and selling stocks ordered from an investor by a securities management unit provided in a network, wherein the securities management unit is connected to the investor through a network. Sending the order information to the client computer of the; Selecting, by the investor, any one of a plurality of predetermined trading techniques through setting means according to the order information displayed on the client computer; Setting, by the investor, stock trading conditions for the selected trading technique using index information; Transmitting investor information to the securities management unit including index information of stock trading conditions set by the investor; Retrieving indicator information according to the trade content of the stock exchange by the stock management unit; Determining whether the index information of the stock trading condition set by the investor matches the index information searched; And transmitting a sell order or a buy order to the stock exchange if the indicator information coincides with the determination result.

The investor sets a cancellation condition using the indicator information, and if the retrieved indicator information corresponds to the cancellation condition, canceling the execution of the order.

If the investor has set a notification function, characterized in that it further comprises the step of automatically notifying the investor the results of the processing according to the sell order or buy order.

If the conditional trading is selected among the trading techniques, characterized in that it comprises the step of processing a sell order or buy order for one item according to the trading time of the stock and at least one indicator information.

In the case of selecting resale among the trading techniques, the method may include the operation of buying and holding the investor's stock after selling or the operation of buying and selling the investing stock of the investor's desired stock.

In the case of selecting the trading of multi-items among the trading techniques, setting the purchase amount, buying condition and cancellation condition for each buy item that the investor wishes to possess or setting the sell amount, selling condition and cancellation condition for each item held by the investor; And setting, by the investor, the total trading amount of the multi-item sale, and performing the selling and buying of the multi-item within the limit of the total trading amount.

In the case of selecting the box trading among the trading techniques, the step of specifying a price range using the indicator information, the step of the investor specifying a plurality of price range of the box trading, and the step of selling and buying at a plurality of price ranges It is characterized by including.

Loaning the receivables and credit margin shortage of the investor in accordance with the contract between the investor and the securities management unit, and determining whether to borrow according to the net assets and the total valuation of the investor's settlement account It features.

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

In the present invention, the investor selects one of the trading techniques for a plurality of predetermined trading techniques according to the order information received from the securities management unit provided in the network, and sets the timing of trading the stocks using the indicator information used in the stock market. Thus, if the indicator information of the selected trading technique and the actual indicator information transmitted from the stock exchange coincide, the stock is sold and bought.

In the present invention, the order information is provided to investors so that they can trade stock trading by a number of trading techniques (conditional trading, resale, box trading, multi-item trading, volume control trading, etc.) reflecting the stock market situation and investment tendency. Such trading techniques will be described later with specific examples.

In addition, in the present invention, even if the stock trading conditions are set according to any one of the trading techniques, if the cancellation conditions set by the investor are canceled, the execution of the stock trading is canceled, and the canceling conditions are set by the investor using indicator information. .

1 is a block diagram of a security information service support system according to the present invention. As shown, the present invention includes a stock management unit 300 that is connected to the stock exchange 100 through the stock computer network 200 and connected to the client computer 500 of the investor through the network 400.

The securities management unit 300 transmits order information for receiving an order for the sale of the stock from the investor to the client computer 500, and sends the order details for selling or buying the stock according to the stock trading conditions set by the investor. Transfer to 100 to sell and buy shares.

The client computer 500 has a display means for displaying order information, for example, a monitor and a keyboard or mouse as setting means for setting stock trading conditions using indicator information. An example of a connection protocol program for connecting to the unit 300 is a built-in web browser.

The stock management unit 300 is connected to the stock computer network 200 to analyze the transaction content received from the stock exchange 100 to search for various indicator information, and the searched indicator information and the investor Compare the index information of the stock trading conditions set by the web server 320 to determine the execution of the stock trading and processing the order, and the stock history by the web server 320 through the stock computer network 200 And an ordering system 360 for transmitting to 100.

The analysis system 310 receives the transaction content of the stock exchange 100 through the stock computer network 200 to determine the indicator information and has a search engine for this. The search engine retrieves trading volume, composite stock index, industry index, market price, present price, futures index and option index for each item, and the respective average closing price, highest price, lowest price, all-high point, all-lower price and remaining price and lower limit for each of these indicators. Search the remaining amount.

In addition, the securities management unit 300 of the present invention is provided with an automatic response system 330 connected to the web server 320 to order using a telephone. Investor accesses the automatic answering system 330 through the public communication network 600 when using the wired telephone 700 or automatically responds through the public communication network 600 via the wireless communication network 800 when using the wireless telephone 900. May be connected to the system 330.

When the automatic response system 330 is connected to the investor's phone 700 and 900, the order information is converted into a guide message according to the investor's request, and the guide message is converted into voice or text. The setting means for the investor to set the trading conditions of the stock is to input the indicator information using the numeric keys and symbol keys of the telephone 700, 900, etc., and is functionally equivalent to the setting through the client computer 500 described above. .

In addition, the securities management unit 300 is provided with a notification system 340 for notifying the investor's telephone 700 and 900 if the stock trading conditions set by the investor match. To this end, the investor may set whether to notify the client when the stock trading conditions are set through the client computer 500 or the phone 700 or 900. When the notification function is set by the investor, the notification system 340 notifies whether the stock trading conditions match, the trading result, etc., and for this purpose, the trading number is notified to the investor when the transaction processing is completed, and the investor accordingly deals with the transaction number. The query result can be inquired through the client computer 500 or the phone 700, 900.

In addition, the securities management unit 300 is provided with a loan system 350 that can be loaned for preserving the receivables of the investor in accordance with the contract agreed with the investor. The loan system 350 may determine whether the loan is allowed or denied according to the net asset amount or the total valuation amount of the investor's settlement account, or may be loaned according to the credit rating and transaction performance granted according to the investor's qualification requirements. . Here, the total valuation amount is the sum of the cash of the customer's settlement account and the price of the item held, and the net asset value is the amount excluding the borrowed amount (receivables + credit loans) from the total valuation amount.

For investors who have entered into such a contract, receivables will be automatically loaned if the receivables are not received by the designated date, while for investors who do not have a contract, the shares held by the investor will be forcibly disposed of after the designated date.

Preferably, when the investor's receivables are less than the total valuation amount of the settlement account, the loan system 350 allows the borrower to borrow as much as the receivables.

In addition, when the loan system 350 is subject to a contract that maintains the total valuation amount of the investor above a certain ratio, for example, when the net amount of the investor is 1,000,000 won and the borrowed amount is 1,000,000, the credit system (gross valuation amount) If the condition is required to maintain 130% or more, the investor is obliged to maintain the total valuation of more than 1,300,000. If this is violated, the securities company will forcibly sell the investor's shares. In this case, the investor's position is subject to the restriction of stock trading. Therefore, when the total valuation amount is difficult to maintain a certain ratio, a shortage of credit margin may be loaned to the investor (for contracted investors).

In addition, the investor may be notified of the occurrence of receivables, loan result, net asset amount and total valuation amount of the settlement account through the notification system 340. In this case, the investor should set up the notification function in advance and request information to be notified through the telephones 700 and 900. The notification system 340 checks the notification function of the investor when requested by the investor or when a receivable occurs, and notifies the corresponding investor. Of course, the investigator can access the web server 320 through the client computer 500 to inquire the contents of the notification.

In addition, the securities management unit 300 manages a database 370 for an investor's order processing, loan processing and notification processing, the configuration of the database is the same as the example of FIG.

FIG. 2 is a diagram illustrating a configuration of a database managed by the web server of FIG. 1, wherein the database 370 includes a client information DB 370a, an item DB 370b, a sell DB 370c, and a buy DB ( 370d), a receivable DB 370e, a condition DB 370f, a stock trading DB 370g, and the like.

The client information DB 370a is a member ID and password, credit rating, transaction performance, net asset amount of a payment account, and the like. The item DB 370b is a client holding item, sell item, buy item and the like. The sell DB 370c is the sell price for each item and the buy DB 370d is the buy price for each item. The loan DB 370e is a transaction date, a designated date, an outstanding amount, a loan status, and the like. The condition DB 370f is a sale condition, a sale time, a cancellation condition, a notification condition, and the like. The stock trading DB (370g) is the order date, announcement information and the like.

Hereinafter, a method of supporting securities information service for trading a stock of an investor according to the present invention will be described.

The investor may access the securities management unit 300 by using the client computer 500 and receive the order information. In addition, the investor may receive the order information by using the landline telephone 700 or the wireless telephone 900. In the following description, a case in which an investor uses the client computer 500 will be described, and it will be understood that such a processing operation is not substantially changed even when using the telephones 700 and 900.

In addition, the order information is provided by the securities management unit 300 and is intended to be ordered by the investor in a predetermined number of trading techniques. In this embodiment, conditional trading-resale-multi-item trading-box trading-volume control trading, etc. To process the order.

First, <conditional sales> will be described according to the flowchart of FIG.

Here, <conditional trading> is to set different trading conditions for the same stock, for example, if the composite price index falls on the first stock (10%) for stock A, And if the second ratio (20%) drops, you can place a sell order for the second amount (950 won). In addition, it is possible to specify the time period during which the selling condition and the buying condition are applied to the item A, for example, to set the conditions under which the transaction takes place between 10 and 12 o'clock. In addition, you can set up an order by setting the selling or buying condition with the market price + fixed amount of the A item.

First, the investor accesses the securities management unit 300 through the client computer 500, registers as a member, is given a member ID and password, and then enters the member ID and password to log in to the web server. By requesting the use approval to the 320, and receives the order information from the web server 320 (S101-S102).

The investor looks at the order information displayed on the monitor of the computer 500 and selects <conditional trading> among a number of trading techniques using a keyboard or a mouse, enters the trading time of the sell (buy) stock and selects a condition ( S103-S104), this condition is one of the indicator information (trade volume, composite stock index, industry index, time, upper and lower balance, futures index, KOSDAQ index, etc.) or a plurality of indicator information in consideration of the stock market situation. Buy conditions, sell conditions and cancellation conditions are set for the target (S104).

The web server 320 updates the information by reflecting the investor information in the database 370 including the conditional trading information set by the investor and the member information of the other investor.

In addition, the analysis system 310 analyzes the transaction contents of the securities market received through the securities computer network 200 to display the indicator information [trade volume, composite stock index, industry index, time (sell, buy), upper / lower limit balance, futures Index, KOSDAQ index, etc.], and the web server 320 determines whether the analyzed index information corresponds to the set trading time of the stock and the index information of the conditional trading is matched (S106), and the result of the determination is identical. If the investor's identity and the amount of the payment account is certified (S107), the investor's order (sell, buy) is registered in the database 370 and the order history through the order system 360 Stock Exchange A processing operation of ordering 100 is performed (S108).

If the determination result of step S106 does not match, it is determined whether the analyzed indicator information is a cancellation condition set by the investor (S109). After verifying the identity (S110), and performs a processing operation to register the order cancellation in the database 370 (S111).

If it is not the cancellation condition of step S109, a re-analysis of the indicator information is requested (S112), and the flow proceeds to step S205.

Second, <resale> will be described with reference to the flowchart of FIG.

The investor logs in through the client computer 500 and requests the web server 320 to approve the use (S201), and receives the order information from the web server 320 (S202).

When the investor selects "repurchase" in connection with an operation of buying the same stock or another stock after selling the stock based on the order information displayed on the monitor of the computer 500 (S203), the stock held by the investor is selected. As a target, the selling conditions (quantity and price) are set for each selling item, and when the selling is completed, the buying conditions (quantity and price) are set for each buying item to be purchased (S204). Subsequently, the web server 320 is authenticated to verify the identity of the investor (S205), and then registers the investor's order in the database 370 and registers the order details through the order system 360. In step S206, a process of ordering is performed. At this time, the web server 320 assigns a transaction number to the investor (S207). Subsequently, the web server 320 checks whether the sell order established by the investor in the stock exchange 100 through the order system 360 is completed (S208). When the sell order is confirmed, the search is made according to the set purchase item (S209), the purchase order amount and price are calculated according to the search result (S210), and the purchase order history accordingly is transferred to the stock exchange 100 through the order system 360. The ordering processing operation is performed (S211). When the investor sets the automatic notification function, the investor's telephones 700 and 900 are automatically notified of the processing results of steps S208 and S211 through the notification system 340 (S212).

If the investor selects "reselling" in connection with an operation of buying the same stock or another stock after buying the stock desired to be held (S213), the investor may purchase the conditions (quantity and price) for each desired stock. After setting and buying, the selling conditions (quantity and price) are set for each selling item to be sold (S214). Subsequently, the web server 320 is authenticated to verify the identity of the investor (S215), and then registers the investor's order in the database 370 and registers the order history through the order system 360. In step S216, a process of ordering is performed. At this time, the web server 320 assigns a transaction number to the investor (S217). Subsequently, the web server 320 confirms whether or not the purchase order set by the investor in the stock exchange 100 is made through the order system 360 (S218). When the purchase order is confirmed, the seller searches for the set item (S219), calculates the selling order amount and price according to the search result (S220), and then sells the order according to the stock exchange 100 through the order system 360. The ordering process is performed (S221). When the investor sets the automatic notification function, the investor's telephones 700 and 900 are automatically notified of the processing results of steps S218 and S221 through the notification system 340 (S222).

Third, <multiple trading> will be described with reference to the flowchart of FIG.

In this case, <multiple trading> is a trading of stocks by setting the selling conditions and buying conditions simultaneously for one or more stocks. Preferably, the investor specifies the total trading amount and the trading conditions within the total trading amount. You can trade for stocks that satisfy. In addition, if the total number of trading items are designated and traded as much as the designated total number of trading items, the remaining items can be adopted to suspend trading.

First, the investor logs in through the client computer 500 and requests the web server 320 to approve the use, and receives the order information from the web server 320 (S301-S302).

When the investor selects "buy multi stock" in which an investor buys part or all of a number of stocks based on the order information displayed on the monitor of the computer 500 (S303), for each stock that the investor wishes to hold. The purchase amount, the purchase condition, and the cancellation condition are set, but the purchase condition and the cancellation condition are set by the purchase price and the indicator information (S304-S305). Accordingly, the analysis system 310 retrieves the purchase condition set for each item (S306), and the web server 320 determines whether the indicator information of the set multi-item purchase and the analyzed indicator information match to satisfy the purchase condition (S306). S307), if the result of the determination is satisfactory, the authentication is performed to confirm the identity of the investor and the amount of the settlement account (S308), and then the order history is ordered through the order system 360 and the purchase operation is performed (S309). .

If the result of the determination in step S307 is not satisfied, it is determined whether the analyzed indicator information is a set cancellation condition (S310). If the determined indicator information corresponds to the cancellation condition, the identification information of the investor is authenticated (S311). , Cancel the order ends (S312). If it is not the cancellation condition of step S310, a re-search for the indicator information is requested (S313), and the flow proceeds to step S306. When the investor sets the automatic notification function, the investor's telephones 700 and 900 are automatically notified of the processing results of steps S309 and S312 through the notification system 340 (S314).

If the investor chooses to sell part or all of a number of items held by the investor (S315), the seller shall set the selling amount, selling condition and cancellation condition for each item held by the investor. And the cancellation condition is set by the selling price and indicator information (S316-S317). Accordingly, the analysis system 310 searches for the selling condition set for each item (S318), and the web server 320 determines whether the selling condition matches the indicator information of the set multi-item selling and satisfies the selling condition (S318). S319), if the result of the determination is satisfactory, the authentication is performed to verify the identity of the investor (S320), and then the order history is ordered through the order system 360 to sell (S321).

If the result of the determination in step S319 is not satisfied, it is determined whether the analyzed indicator information is a set cancellation condition (S322). If the determined indicator information corresponds to the cancellation condition, the identification information of the investor is authenticated (S323). , Cancels the order and ends (S324). If it does not correspond to the cancellation condition of step S322, a re-search for the indicator information is requested (S325), and the flow proceeds to step S318. When the investor sets the automatic notification function, the investor's telephone 700 or 900 is automatically notified of the processing results of steps S321 and S324 through the notification system 340 (S326).

Fourth, the <box ticket sale> will be described with reference to the flowchart of FIG.

Here, <box trade> refers to a stock trade that repeats the selling and buying at a specified price range, and may specify one price range or a plurality of price ranges. You can sell and buy at multiple price points. In addition, considering the rise and fall of the stock market, if the investors meet the cancellation conditions set by using the indicator information, the stock trading will be cancelled.

The investor logs in through the client computer 500 and requests the web server 320 to approve the use, and receives the order information from the web server 320 (S401-S402).

The order information displayed on the monitor of the computer 500 is selected, and the "box trade" is selected for each item desired by the investor (S403-S404).

The investor sets the price range (selling price and buying price) of box trading for each item and sets the cancellation condition (S405-S406). This cancellation condition and price range are set by the indicator information. For example, the purchase price is set to be a certain amount less than the average closing price of the item for a given trading time, the selling price is set to be a certain amount less than the maximum price of the item for a given trading time, and the cancellation condition prevents the return of investment. To cancel a sell order when the composite price index rises by a certain percentage (up) during a given trading time, and cancel the buy order when the composite price falls by a certain percentage (down) during a given trading time.

When the setting is made by the investor, the analysis system 310 searches for price changes and cancellation conditions for each item (S407-S408).

According to the search result, the web server 320 determines whether the stock is an up condition (S409). If the determination result is the up condition and does not correspond to the cancellation condition, the web server 320 is authenticated to verify the identity of the investor (S410). The order history for selling the item is ordered through the ordering system 360 to perform the selling operation (S411-S412). When the investor sets the automatic notification function, the investor's telephones 700 and 900 are automatically notified of the processing result of step S412 through the notification system 340 (S413).

As a result of the determination in step S409, it is determined whether the condition is a down condition or not (S414). The order is performed through the ordering system 360 to perform the processing of buying (S416-S417). When the investor sets the automatic notification function, the investor's phone 700 or 900 is automatically notified of the processing result of step S417 through the notification system 340 (S418). If it is not the falling condition of step S414, a re-search is requested (S419), and the flow proceeds to step S417.

If the minimum result of the search result of step S418 is verified (S420), and then the process of canceling the trading of the box right is performed (S421). When the investor sets the automatic notification function, the investor's phone 700 or 900 is automatically notified of the processing result of step S421 through the notification system 340 (S422).

Fifth, the <volume control trade> will be described with reference to the flowchart of FIG.

Here, <volume control trading> refers to buying or selling by dividing a large quantity of goods, and is a trading technique to solve the difficulty in making a sale or a disadvantage when selling or buying a large quantity of goods at a time. For example, if you sell 50,000 shares of A-items with a stock price of 5000 won, you sell 1,000 shares (split selling ratio; 2%) at 5,000 won, and sell 50,000 shares. Buy 300 shares (split ratio of 10%) at KRW 10,000 and buy a total of 3,000 shares.

The investor logs in through the client computer 500 and requests the web server 320 to approve the use, and receives the order information from the web server 320 (S501-S502).

By looking at the order information displayed on the monitor of the computer 500, the investor selects "volume control purchase" to buy a large quantity of stocks (S503). Subsequently, the investor sets the total quantity of purchases and the condition of purchase rate and the quantity of purchases to be split (S504). Accordingly, the analysis system 310 analyzes the transaction details of the stock market and retrieves the current purchase quantity of the corresponding item (S505). The web server 320 determines whether it corresponds to the number ratio condition set by the search result (S506). As a result of the determination, if the current purchase quantity does not satisfy the purchase rate condition, the process proceeds to step S505. If the current quantity meets the set purchase rate condition, the purchase order is ordered through the order system 360 as much as the purchase amount (S507). If is made, it is determined whether the purchase amount accumulated in the purchase amount is the total purchase quantity (S508). As a result of the determination, if the accumulated quantity is insufficient, the process proceeds to step S505 in order to continue buying. If the accumulated quantity is the total purchase quantity, the purchase order is terminated (S509). Then, when the investor sets the automatic notification function, the processing results of steps S507 and S509 are automatically notified to the telephones 700 and 900 of the investor through the notification system 340 (S510-S511).

If the investor selects "sell volume adjustment" to sell large quantities for each item (S512), the total selling amount, the selling rate condition to be split and the selling condition are set (S513). Accordingly, the analysis system 310 analyzes the transaction details of the stock market and retrieves the current selling volume of the corresponding item (S514). The web server 320 determines whether the sale rate condition set by the search result corresponds (S515). As a result of the determination, if the current sell quantity does not satisfy the sell ratio condition, the flow proceeds to step S514. If the sell quantity meets the set sell ratio condition, the sell order is ordered through the order system 360 as the sell quantity (S516). If is made, it is determined whether the selling amount accumulated in the selling amount is the total selling amount (S517). If the accumulated selling amount is insufficient as a result of the determination, the process proceeds to step S514 to continue selling, whereas if the accumulated selling amount is the total selling quantity, the selling order is terminated (S518). When the investor sets the automatic notification function, the investor's telephones 700 and 900 are automatically notified of the processing results of steps S516 and S518 through the notification system 340 (S519-S520).

The operation of carrying out the trading of stocks by each trading technique according to the above-described embodiment is similar to the flowchart of FIG. 8, and even if the trading technique is not described in the embodiment, the stock information is used by using indicator information used in the stock market. It will be readily understood by those of ordinary skill in the art that the method of applying the buying and selling method of buying and selling is within the scope of the technology of the present invention without specific explanation.

As described above, according to the present invention, an investor selects a trading method suitable for a stock market situation and sets trading conditions using indicator information, thereby lowering investment loss and increasing ROI. In addition, the present invention can activate the securities market by preventing an increase in the trading volume of the securities market by converting the accounts receivable and credit margin shortages into loans.

In addition, the present invention can prevent the stock trading in the stock market situation that the investors do not want by setting the cancellation conditions by the indicator information. In addition, the present invention can automatically be notified of the result of the order processing through the wired, wireless telephone, and provides an easy-to-use environment that can be conveniently ordered through the automatic response system has an excellent use convenience.

Claims (20)

In the securities information service support system for securities management unit provided in the network to buy and sell stocks ordered from investors, The investor, And a client computer having display means for displaying the order information received from the securities management unit and setting means for setting trading conditions of stocks in accordance with the order information. Send investor information including stock trading conditions to the Securities Management Unit, The securities management unit, Analysis means for analyzing the trading content of the stock exchange to retrieve the indicator information, an ordering system for sending a trading order of the stock to the stock exchange and a web server for receiving investor information from the client computer of the investor, The order information or order cancellation information is transmitted to the client computer of the investor so that the stock trading condition or cancellation condition can be set using the indicator information for the trading technique selected by the investor among a plurality of predetermined trading techniques and the investor information. If the index information of the stock trading conditions set by the investor and the index information retrieved by the analyzing means coincide with each other, the trading order of the stock is executed through the ordering system, and is set by the investor using the index information. If the cancellation conditions are met, the execution of the stock trading order through the order system is canceled. Securities information service support system for investing the stock of the investor, characterized in that it comprises a loan system for lending the shortage of the receivables or credit margin of the investor by the contract contracted with the investor. delete delete The method of claim 1, The loan system is a securities information service support system for investing stocks of the investor, characterized in that the loan is determined according to the net asset amount and the total valuation amount of the investor's settlement account. The method of claim 1, The loan system is a securities information service support system for investing stocks of the investor, characterized in that the loan is determined according to the investor's credit rating or transaction performance. delete delete The method of claim 1, The securities management unit has an automatic answering system connected to a public telephone network for receiving an order through an investor's landline or wireless telephone, wherein the automatic answering system transmits order information by voice or text and sets the stock trading conditions set by the investor. Securities information service support system for trading the investor, characterized in that for transmitting the investor information including the web server. The method of claim 1, The analysis means includes a search engine for searching the index information of the securities market, which includes a trading volume, a comprehensive stock index, an industry index, a market price, a present price, a futures index, an option index, their average closing price, the highest price, A stock information service support system for trading stocks of an investor, characterized by searching for at least one indicator information among the lowest, the highest point, the all-low point, and the upper and lower balances. In the securities management unit provided in the network securities information service support method for buying and selling stocks ordered from investors, Transmitting, by the securities management unit, order information to a client computer of an investor through a network; Selecting, by the investor, any one of a plurality of predetermined trading techniques through setting means according to the order information displayed on the client computer; Setting, by the investor, stock trading conditions for the selected trading technique using index information; Transmitting investor information including index information of stock trading conditions set by the investor to the securities management unit; Retrieving indicator information according to the transaction contents of the stock exchange by the stock management unit; Determining whether the index information of the stock trading condition set by the investor matches the index information searched; And If the indicator information is identical, the stock order is sent to the stock exchange. If the investor sets the cancellation condition using the indicator information, the stock information is canceled. step; And And borrowing the investor's receivables or credit margin shortages in accordance with the contract contracted with the investor. delete delete delete delete delete delete delete delete delete The method of claim 10, wherein the lending comprises determining whether to lend according to the net asset amount and the total valuation amount of the investor's settlement account.