KR102243647B1 - Profit information service system and the service method - Google Patents

Abstract

The present invention visualizes and displays asset returns such as account balances for securities transactions in a standardized chart, enabling each securities investor to analyze their own rate of return vaguely known at an instant, so that each securities investor self-selling propensity , Characteristics, and unique trading patterns are easily understood, and objective and standardized means of comparison are provided to compare the investment returns of each securities investor. It relates to a supplemented system and method for easily knowing the balance trend.

Description

Securities transaction asset information provision system and securities transaction asset information provision method {Profit information service system and the service method}

The present invention visualizes and displays asset returns such as account balances for securities transactions in a standardized chart, so that each securities investor can analyze their own rate of return vaguely known in an instant, so that each securities investor self-selling propensity , Characteristics, and unique trading patterns are easily understood, and objective and standardized means of comparison are provided to compare the investment returns of each securities investor. It relates to a supplemented system and method for easily knowing the balance trend.

Due to the recent development of information technology, the widespread use of computers, and the development of wired and wireless communication networks, many people use cyber trading using computers, and the increase in cyber trading using computers like this increases accessibility and diverse information in stock investment. This is due to more convenient features such as provision, real-time price check, real-time trading order, and real-time profit rate provision.

Also, With the spread of various types of devices such as smartphones, tablet PCs, notebooks, PDAs, etc., in addition to ordinary personal PCs, not only professional investors but also general investors in stock investment can provide programs provided by securities companies to smartphones or tablet PCs. It is installed or through the homepage of a securities company, and it is trading stocks, futures, options, bonds, and currencies in real time, regardless of location.

On the other hand, securities investors need a lot of information to make trading decisions on stocks, futures, and options, and in order to predict the ever-changing price fluctuations of securities, not only past price information, but also various overseas indices and comprehensive stock prices in real time. Indices, stock prices of individual stocks, futures prices, option prices, exchange rates, oil prices, trading trends, etc. are referenced to make a trading decision.

In addition, most securities investors use candle charts, bar charts, closing price charts, sale charts, flowcharts, stair charts, gradual charts, renco charts, dispersion charts, periodic charts, and valley charts provided by securities companies to select the trading point. , Dozens of various charts such as the Ichigoku balance chart, and hundreds of auxiliary indicators such as moving average line, separation, bollinger band, envelope, stochastic, sonar, etc. It is very difficult to find the point of sale by accurately judging the price fluctuations of stocks that change from moment to moment despite the acquisition of.

However, in the past, it is difficult to analyze the investor's own investment pattern because there is no tool to analyze the return rate, which is the result of trading in relation to securities, and it is very cumbersome and time-consuming for each stock investor to record and analyze the above trading return rate. As it is a work, it is difficult even for professional investors. In addition, the method of analyzing the rate of return related to securities in the related art was provided only in a limited manner such as whether a daily profit or loss occurs, the degree of profit or loss, and a cumulative profit or loss, so it was difficult to understand the investor's own investment pattern at a glance.

Stock investors know the characteristics of the stocks they have traded through experience, and they usually write a trading log, but it is common that there is no in-depth consideration of their own trading patterns, trading propensities, and trading types. Because, until now, books and education programs related to stock investment have been conducted only for stock analysis, market analysis, and prediction based on basic analysis and technical analysis. This is because there is insufficient research on the method of improving the rate of return. Furthermore, by matching the stock characteristics of the stock with the propensity and type of the investor, finding the stocks that match the investment propensity and type of the investor and matching them. This is because the research or necessity for analysis is insignificant.

In addition, information related to securities investment, books related to stock investment, and educational programs provided by securities companies, etc., are mostly contents for stock analysis and selection of trading points based on traditional basic analysis and technical analysis, and some market analysis is added. have.

On the other hand, securities investors are very interested not only in stock item analysis and selection of the time of sale, but also in the rate of return, which is the final result of the investment, but the method of analyzing the return on investment provided by securities companies, etc., is whether a daily profit or loss occurs, the cumulative profit or loss, and the degree of profit or loss. It is only provided in a manner limited to the market, so it is difficult for investors to evaluate their performance, observe the trading rules well, train them to gain improvement from lost trading, and analyze their trading investment patterns to find the rules. Rather, it is common that there is no deep consideration.

Despite the necessity of such a rate-of-return analysis tool, the rate of return analysis tools provided by securities companies are usually limited. Therefore, securities investors write trading diaries in their own way of knowing the characteristics of securities through numerous experiences. Direct recording is very cumbersome and informal, so it is a time-consuming task even for professional investors, and only the person knows how to interpret each trading log by hand, so experts can improve the shortcomings of their trading. It is difficult to seek advice that is available.

In addition, if you analyze your trading results, and if subtle improvements continue to influence the improvement of your profit rate, if the subtle differences accumulate, you will be able to become a big profit. In addition, even if they buy and sell the same stock, there is a big difference in the returns between professional and general investors. It is possible to provide a function to receive advice from experts by comparing each other with a standardized comparative analysis tool.

In order to solve this problem, there is a need for a method of analyzing a yield rate that allows securities investors to easily identify and analyze their own unique trading patterns and visualizations that can be easily understood. In addition, in addition to the stock item analysis and selection of the time of sale, the investor's own trading pattern is analyzed to develop trading techniques and techniques to improve returns, or to develop trading techniques that match the stock items with similar characteristics of their trading patterns and movements. It is natural that it helps improve the silver rate of return.

In addition, a return analysis method that allows ordinary investors to easily understand their trading patterns through a standardized rate of return analysis method that enables comparative analysis between investors to see what characteristics are in the trading with profits and what improvement points in the trading with losses. This is a necessary situation. After all, among the basic analysis and technical analysis, which are the traditional stock price analysis methods, the rate of return analysis made it easier for investors to recognize the stock price of the corresponding stock by showing the change in stock price in a visually easy to understand due to the generalization of technical analysis. In addition, there is a need to make it easier for investors to recognize their own rate of return or change in assets by visually showing this.

An object of the present invention is to provide a system and method capable of easily recognizing account balance return information on investments of securities investors and providing them in the form of a standardized rate of return chart so that they can be compared with each other.

In addition, the present invention provides a system and method that allows investors to easily understand changes in account assets as an auxiliary means for allowing investors to easily know the investment patterns when profits are generated and investment patterns when losses occur. It aims to do.

The configuration of the present invention for achieving the above object includes: an information receiving unit for receiving account information including stock valuation information or deposit valuation information of a selected account through a communication network; An information output unit for outputting asset information of the account derived by calculating the account information received by the information receiving unit; A chart generation unit for visually expressing the asset information received from the information output unit by graphing the asset information for each set period or for each transaction; And an output unit for outputting a graph formed by the chart generation unit.

The stock valuation information included in the account information is: an valuation amount at a specific point in time according to the quantity and market price of stocks held.

The stock valuation information included in the account information is: an valuation amount of a futures held or an valuation amount of an option held.

The deposit evaluation amount information included in the account information is characterized in that it includes any one or more of: reserves, deposits, transaction settlement, credit loans, loans, commissions, and taxes.

The chart generation unit is characterized in that the chart generation unit displays at least one of open price, high price, low price, and closing price information of the total value of the asset information by a predetermined time or transaction unit.

The chart generated by the chart generator is a bar chart, and the bar is displayed in each color according to an increase or decrease in the total value of the asset information.

The chart generation unit is characterized in that it further displays the sum of the trading value of the securities bought or sold through the account for each predetermined time or for each transaction unit.

The chart generator may further display the sum of the number of transactions traded through the account or the number of securities owned through the account.

In addition, (1) an information receiving step of receiving account information including stock valuation information or deposit valuation information of an account selected by the information receiving unit through a communication network; (2) an information output step of outputting the asset information of the account derived by calculating the account information received from the information receiving unit by an information output unit; (3) a chart generation step of visually expressing the asset information received from the information output unit by a chart generation unit by graphing the asset information for each set period or for each transaction; (4) an output step of outputting a graph formed by the chart generation unit by an output unit; and a method for providing asset information for securities trading, comprising: a.

The chart generation step is characterized by generating a chart in which at least one of open price, high price, low price, and closing price information of the total value of the asset information is evaluated for each predetermined time or transaction unit.

The chart generated in the chart generation step is a bar chart, and the bar is displayed in each color according to an increase or decrease in the total evaluation amount of the asset information.

The chart generating step is characterized in that the sum of the trading value of the securities bought or sold through the account is further displayed for each predetermined time or for each transaction unit.

In the present invention, by applying and providing the return rate information of the account balance in a chart form so that the trading results of stocks, futures, and options can be easily identified, stock investors can easily understand and statisticalize their asset changes, It has the effect of dramatically improving the problem of recognizing the trading results by patterning and recording the data of each media separately by manually recording the stock trading results.

In addition, the present invention has the effect of enabling easy understanding by applying the return rate information of the account balance in the form of a chart so that the result of the transaction can be grasped.

In addition, the present invention provides information such as the total trading amount and the number of trades and the number of items held per day in the form of a chart for the user to refer to when trading, so that the investor's investment tendency can be identified and the trading results can be reviewed. It has the effect of making it possible.

In addition, the present invention can visually clearly know the trading pattern when profit is generated and the trading pattern when loss, which is a result of its own trading, by displaying it as a rate of return chart, and solves problems related to the profit pattern and the loss pattern. It has the effect of making it easy to recognize in a standardized way.

In addition, the present invention has the effect of providing an objective indicator for enabling analysis and advice not only of the apparent trading results but also the vaguely known unique trading propensity.

In addition, since the present invention can clearly analyze the trading results by presenting an objective criterion so that the trading results and return chart can be compared with other investors, there is an effect of analyzing and improving the problems of the stock novice trading pattern.

1A is a diagram showing a connection relationship between a general HTS system.
1B is a block diagram showing the configuration of a system according to the present invention, and FIG. 1C is a flowchart illustrating a method for providing asset information according to the present invention.
2A is a block diagram of a system for providing asset information according to an embodiment of the present invention, and FIG. 2B is a flowchart illustrating an operation of a method for providing asset information according to an embodiment of the present invention.
3 to 18 are diagrams showing an example of a screen provided to a terminal in an asset information providing system according to an embodiment of the present invention.
19 is a block diagram of a terminal used in an asset information providing system according to an embodiment of the present invention.
20 is an operation flow diagram of a method for providing asset information in a terminal according to an embodiment of the present invention.

Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings so that those of ordinary skill in the art may easily implement the present invention. However, the present invention may be implemented in various different forms and is not limited to the embodiments described herein. In the drawings, parts irrelevant to the description are omitted in order to clearly describe the present invention, and similar reference numerals are attached to similar parts throughout the specification.

In general, in the trading of stocks, futures and options, as well as bonds and currencies, cyber trading using online is increasing significantly due to the development of communication technology and computer programs. The reason for the increase in cyber trading is that there are many advantages such as ease of access by using a PC, provision of various stock price information, real-time identification of market prices, and fast trading orders. Due to the rapid development of the system provided by securities companies such as the HTS (Home Trading System) for such trading, the proportion of online transactions by individual investors is steadily increasing. 1A is a diagram showing a connection relationship between a general HTS system. Referring to FIG. 1A, various stock-related information provided by the Korea Securities and Security Agency (1) is transmitted to the securities company server (3) through a communication network (2), and through the communication network (2), each home, a securities company branch, office It is transmitted to the user terminal 4 provided on the back, and is displayed to the user according to the operation of the HTS program, so that a transaction can be performed such as receiving various transaction information.

In spite of this convenient system, the various types of information still handled and provided by this system are mostly contents that are difficult to understand for investors without much prior learning.

In this situation, investors are faced with the following limitations. One of the most rudimentary types of stock investors' trading patterns is that when the holdings of stocks rise even a little, they tend to dispose of their holdings hastily. There is a tendency to grow more. Even if this type of stock investor is recommended for stocks with good investment prospects, it is difficult to maximize the rate of return because they dispose of their holdings if they generate a little profit.

The present invention makes it possible to analyze assets using charts, so that it is possible to display not only the returns of existing stock investors, but also details that stock investors cannot recognize. Whether the holdings were sold at the high point, whether the holdings were sold when the stocks rebounded from the lows when the holdings fell, whether they were selling at the lowest or when they fell, whether they were selling at the highest or soaring, how often they traded, the rate of profits generated during the sale, on average, how many It refers to whether a stock is held, average holding period, intraday volatility of the trading item, whether it is continuously generating profits, whether there is a stop loss, diversification investment, split buying, split selling, etc.

In addition, by analyzing the yield chart, it is possible to analyze the following characteristics that stock investors have been vaguely thinking about.

-My rate of return is often the highest at the beginning of the market. (There are many blacks.)

-My rate of return is bad at the beginning of the market, but good at the close of the market. (There are many beekeeping)

-My rate of return fluctuates a lot every day.

-My return is highest on Monday.

-My rate of return goes up a lot in summer/winter

-My rate of return goes well beyond the price limit

-My rate of return is high in the early part of the market and falls well in the latter part of the market

-My rate of return increases the more often I trade (i.e., the larger the transaction value).

-My rate of return is very high in mid- to long-term holdings.

-My rate of return is very large in case of loss.

-My rate of return is always greater than the increase in the composite stock index when profits are generated.

-My rate of return often closes the next day if it is beekeeping on a specific day.

If the investment pattern is improved according to this analysis, short-term trading should be conducted in the case of a continuous decline in the rate of return when holding stocks and when trading in slight fluctuations. Conversely, when the rate of return continues to rise, the medium and long-term trading and trading volume should be increased. If the rate of return continues to rise, the size of the transaction must be increased.In the case of a zigzag rate of return, more focus on profit-generating trading must be made.When the rate of return continues to decline, the size of the transaction must be reduced. Should be increased, and if there are many start of falling market price of the account, the more you sell and sell at the closing price the previous day, the more you will be able to check the prohibition of trading when the account rate of return falls, stop loss to prevent additional loss in case of loss, and comparison of the rate of return on batch and installment purchases. .

In addition, derivatives (futures, options, etc.) are more volatile than stocks, so transactions are very frequent. Can be missed, and recording and analyzing each transaction does not help to improve the returns. An embodiment of the present invention is an effect of displaying the stock investor's rate of return in an automated chart, especially a bar chart, so that stock investors can immediately recognize their own trading results, trading patterns, trading propensity/types, and problems of trading. In addition, it is possible to set auxiliary indicators such as the moving average line on the automated chart, so when the short-term moving average line crosses the long-term Cross) can provide a criterion for determining additional purchases of holdings.

1B is a block diagram showing the configuration of a system according to the present invention, and FIG. 1C is a flowchart illustrating a method for providing asset information according to the present invention.

The asset information providing system is a concept that includes a general personal computer, smart phone, server system, wireless terminal, PDA, tablet PC, etc., and these devices act as a provision system alone or are interconnected to serve as a provision system. You can also do it. That is, in one computer terminal, an information receiving unit 10, an information output unit 20, a chart generation unit 30, an output unit 40, and a DB 50 are provided. When the data is received, it can be extracted and calculated internally to output and display the result value, or the information receiving unit 10, the information output unit 20, the chart generation unit 30, the output unit to a stock company or service provider server 40 is provided, and only the result value is output from the server and displayed on another terminal (not shown) connected to the communication network, so that the server is in charge of calculating the result value, and only the display of the result value is in charge of the user terminal. There will be. What some configurations are modularized and configured can be applied without limitation in various ways according to technological choices and developments.

The information receiving unit 10 serves to receive information on various transactions, accounts, and assets, and such information is usually received from the Korea Securities and Computer Services (FIG. 1A) (S1). The information receiving unit 10 receives account asset information received from a normal HTS, which includes the asset evaluation amount of the selected account and technical information such as market price, high price, low price, closing price, increase rate, and decline rate for each predetermined time or transaction unit. Includes. In addition, the information received here may be about a general stock account, or may be about an account of futures and options.

If the account of the corresponding account holder holds stocks, the stock valuation information is received or calculated based on the quantity and stock price of the stock, or if there is a deposit or D+2 deposit from the stock sale, the deposit valuation information Receive or calculate. This information is collectively referred to as account information. In addition, the account information may include dividends, commissions, interest, accrued payments, evaluation amounts for credit transactions, loan evaluation amounts, and taxes.

The information output unit 20 extracts and outputs the account information preset or specified by the user among various account information received through the information receiving unit 10, and generates and outputs asset information in the account through this. (S2). For example, the information output unit 20 selects and extracts the open price, high price, low price, and closing price of a specific trading day from among a number of account information, or calculates and derives an increase rate using the extracted value. In relation to the various data of various time periods received by the information receiving unit 10, the information output unit 20 selectively extracts, or extracts all, or edits, calculates, and provides it to the chart generation unit 30. .

The chart generation unit 30 converts the asset information transmitted from the information output unit 20 into a chart in a manner described later and expresses it to be visually understood and outputs it, and the output unit 40 displays a PC, a smartphone, etc. It is provided to the user through.

2A is a block diagram of a system for providing asset information according to an embodiment of the present invention, and FIG. 2B is a flowchart illustrating an operation of a method for providing asset information according to an embodiment of the present invention. Referring to Figure 2a, the system according to the embodiment of the present invention is a system that provides asset information by being connected to at least one terminal through a network, the price and quantity of stocks held, and deposits held in the account held by the corresponding investor. A database unit 120 for storing information including information such as; It includes a server 110 that provides a chart of asset information of an account with reference to the price of the securities. The chart displays information on the market price, high price, low price, and closing price of the asset held by the investor by a predetermined time or transaction. The chart may additionally display the transaction amount of the securities purchased or sold by the investor by a predetermined time or transaction.

The asset amount according to the asset information displayed on the chart is displayed in the form of a bar or candle that can distinguish open, high, low, and close prices, and the color of the bar is displayed in a color corresponding to profit or loss. In some cases, only some of these should be distinguished, and bar charts may be used.

The chart may further display the total number of transactions, the number of items held, and the total transaction amount of the securities held by the investor.

The database unit 120 includes an information DB 121 for storing information including information on the quantity and price of securities, and information on securities held by the corresponding investor; It includes a member DB (122) for storing member information.

The server 110 includes a member management unit 111 that performs a login process; And a chart providing unit 112 that provides a chart indicating a change in the sum of valuations of one or more securities held by the corresponding investor with reference to the price of the securities.

Here, the terminal 200 is a concept including information devices capable of Internet, such as personal computers, notebook computers, tablet PCs, smart phones, wireless terminals, PDAs, server systems, etc., and these devices may serve independently or interconnected to each other. .

The operation of the system for providing rate information according to an embodiment of the present invention having such a configuration will be described as follows.

First, the server 110 receives stock information including the price of stocks, including stocks, futures, and options from an external stock computer system 300 or other systems through the network 400, and the stock information DB 121 It is stored in (S210). Thereafter, when the user accesses through the network network 400 using the terminal 200, the member management unit 111 performs a login process using the member DB 122 (S220). When login is complete, the chart providing unit 112 displays a screen providing basic stock quotes or information (S230). At this time, this screen provides an icon or a menu to select to provide profit rate information.

Then, when the user selects to provide a chart to the terminal 200 (S240), the chart providing unit 112 creates a chart to indicate the change in the amount of the asset held by the corresponding investor by referring to the price of the securities. Provided to the terminal 200 (S250). In this case, according to the user's selection, a chart may be generated and provided for the change in the total price of one or more items. The chart displays information on the market price, high price, low price, and closing price of the total amount of assets held by the investor by a predetermined time or transaction. On the other hand, when the user selects another menu such as stock price or company information, the yield information providing unit 113 provides information on the corresponding menu (S260). Such stock information may be periodically updated from the stock computer system 300.

Asset information is usually calculated by adding up the stock valuation amount and deposit valuation amount to calculate the profit or loss ratio according to the increase or decrease of the asset information. In other words,

Asset information = change in total price of stocks held + cash holdings-trading fees and taxes

It can be calculated as follows, and if there is a credit loan amount and a stock mortgage loan amount,

Asset Information = Deposit + Valuation of Holdings + Credit Loan Amount + Loan Amount

It can be calculated as, but is not limited thereto, and some elements may be added or omitted while maintaining the basic frame. On the other hand, the target asset information account may be one account or the sum of several account balances.

Hereinafter, an example of a chart provided to visually display asset information will be described.

3 is a diagram illustrating an example of evaluating an account balance according to an investor's transaction. Referring to FIG. 3, an amount obtained by evaluating the market price, high price, low price, and closing price for each date starting from KRW 1 million of the underlying asset is shown. If necessary, the amount excluding tax and utility charges may be calculated and displayed. When the change in the amount of the account balance is extracted by the information output unit 20 as shown in the table shown in FIG. 3, it is visualized as a stick chart (candle chart) in the chart generation unit 30 as shown in FIG. 4.

Referring to FIG. 4, when the rate of return increases, the square of the candle chart may be displayed in white or red, and when the rate of return decreases, the rectangle of the candle chart may be indicated by black or blue.

5 is a diagram showing the basic structure of a yield candle. Referring to FIG. 5, a rod is divided into a beebong and a black rod. A case where the closing price ends higher than the opening price is referred to as a beebong, and a bright color such as white or red is indicated, and a case where the closing price ends lower than the opening price is referred to as a black rod, black or blue, etc. It is marked in the dark color of.

6 is a diagram showing the shape of a yield candle when the closing price is higher or lower than the market price. 6, when the closing price is higher than the opening price, when the opening price, the high price, the low price and the closing price are different, the closing price and the high price are the same, when the opening price and the low price are the same, when the opening price and the low price are the same, only the closing price and the high price are the same. The same case was shown.

In addition, when the closing price is lower than the opening price, the opening price, the high price, the low price and the closing price are different, the opening price and the high price are the same, the closing price and the low price are the same, the closing price and the low price are the same, and the opening price and the high price are the same. I got it.

7 is a diagram showing a case where the closing price and the opening price are the same. Referring to FIG. 7, the case where only the open price and the closing price are the same, the case where the open price, the high price, the low price and the closing price are all the same, the case where the open price, the low price, the closing price is the same, and the case where the opening price, the high price, and the closing price are the same are shown. The shape of the yield candle can be modified or modified as needed, and the size of the body can be varied.

8A and 8B are diagrams showing a basic analysis method of a yield candle chart. The analysis method shown in the drawings is for reference only and is not necessarily consistent, so it is useful to use it as a reference material when analyzing the rate of return.

9 shows a state in which the total transaction amount is additionally extracted and calculated, and FIG. 10 shows this as a stick chart (candle chart). Referring to FIG. 9, the total transaction amount and the amount of the market price, the high price, the low price, and the closing price for each date starting from KRW 1 million of the underlying asset are shown. If necessary, the chart providing unit 112 excludes tax and utility charges. It can also be calculated and displayed.

Referring to FIG. 10, when the asset amount increases, the square (body) of the candle chart may be displayed in white or red, and when the yield decreases, the square of the candle chart may be displayed in black or blue.

Various variables can be added or deleted in the candle chart, and examples of the total transaction amount divided into a buy transaction amount and a sell transaction amount are shown in FIGS. 11 and 12. 11 is a state in which the total transaction amount is divided into a purchase transaction amount and a sell transaction amount, extracted and calculated. Referring to FIG. 11, an amount obtained by valuation of a market price, a high price, a low price, and a closing price for each date starting from KRW 1 million of the underlying asset, and the selling transaction amount and the buying transaction amount are shown. The change in the asset can be known from the change in the account balance amount, and an example of the change in the candle chart is shown in FIG. 12. Referring to FIG. 12, when an asset rises, the square (body) of the candle chart may be displayed in white or red, and when the yield decreases, the square of the candle chart may be displayed in black or blue. In addition, the sales transaction amount and the purchase transaction amount are displayed, which can be usefully referred to in investment analysis.

13 and 14 show the total number of transactions and the number of holdings added. Referring to FIG. 13, the amount of the market price, the high price, the low price and the closing price by date starting from 1 million won, the total transaction amount, the selling transaction amount, and the purchase transaction amount are shown, and the total number of transactions and the number of holdings Further shown. The change pattern and situation of the asset can be known from the change in the amount of the account balance, and an example in which the asset information candle chart is displayed is shown in FIG. 14. Referring to FIG. 14, when the asset increases, the square (body) of the candle chart may be displayed in white or red, and when the asset decreases, the square of the candle chart may be displayed in black or blue. The total number of transactions and the number of stocks held are additionally displayed, as well as the sales transaction amount and the purchase transaction amount, which can be usefully referred to in investment analysis. In addition, the total number of transactions and the number of holdings are displayed at the bottom and top of the candle chart, which can be usefully referred to when analyzing investments. Such investment analysis can be performed to refer to trading, and an example of a reference pattern in practice is as follows.

15 is data showing the state of asset information that increases loss, and FIG. 16 is a diagram showing FIG. 15 in a chart form. Referring to FIGS. 15 and 16, on the first to the third day, a sale was not made at an intraday high, but a sale was made at the closing price, resulting in a decrease in the rate of return compared to the high. And, when profits were generated, they were frequently sold regardless of the rate of return. On the 4th to the 6th day, in the event of a loss, the loss could not be lost to recover the principal and continued to hold, resulting in a greater loss. And after a continuous decline, they sold at the time of the plunge. And on the 8th day, when profits were generated, they were sold regardless of the rate of return. On the 9th and 10th, in the event of a loss, the loss increased by holding it to recover the principal, and by selling after the continued decline, the loss increased. By analyzing asset fluctuations and analyzing the pattern of loss, it is possible to reduce losses when reinvesting.

Meanwhile, FIG. 17 is data showing the state of asset information that increases profits, and FIG. 18 is a diagram showing FIG. 17 in a chart form. Referring to Figures 17 and 18, it is possible to analyze a trading pattern as a success case. On the 1st to 3rd days, you can analyze the points that improved the rate of return by selling when rebounding from the intraday low, and the point of selling when a small loss occurred, and on the 4th to 7th days, the point that was sold after seeing enough profits by holding them continuously when profits occurred. However, we can analyze the fact that the company sold the product when it surged after the sustained rise, and that the profit increased even more in the case of additional purchases.

On the 8th day, it is possible to analyze the point of selling when rebounding from the intraday low and selling when a loss occurs, and on the 9th to 10th days, it is possible to analyze the point of targeting the long-start low, and the point of holding when profits are generated and the point of selling when the yield falls from the peak.

In the embodiment of the present invention, it is possible to pursue even higher profits by analyzing the pattern of viewing profits as described above. The system for providing profit rate information according to an embodiment of the present invention can be variously modified, and if necessary, such a service may be provided by a terminal for providing profit rate information, and such an embodiment will be described.

19 is a block diagram of a terminal for providing profit rate information according to an embodiment of the present invention. Referring to FIG. 19, a yield information providing terminal according to an embodiment of the present invention is a yield information providing terminal that receives information including price information of securities from a server of a securities company through a network, and receives a user's selection. An input unit 220; A display unit 210 that displays information; A communication unit 240 for performing communication with the server; A storage unit 250 for storing information including the price of the securities; It includes a control unit 230 that provides a chart showing changes in account assets held by the corresponding investor with reference to the price of the securities.

The service contents of the yield information providing terminal are almost the same as those of the yield information providing system, except that the yield information providing terminal receives securities information from the yield information providing system.

20 is a flowchart illustrating an operation of a method of providing rate information of a rate information providing terminal according to an embodiment of the present invention. Referring to FIG. 20, first, the control unit 230 receives stock information including the price of securities including stocks, futures, and options from an external stock company server 110 through a network network 400, and stores the storage unit 250 ) To (S410). Thereafter, when the user accesses the server 110 through the network network 400 using the input unit 220, the member management unit 111 performs a login process using the member DB 122 (S420).

When login is completed, the controller 230 displays a screen providing basic stock quotes or information on the display 210 (S430). At this time, this screen provides an icon or menu for selecting the provision of information on the change of asset information.

Then, when the user selects to provide asset change information to the input unit 220 (S440), the control unit 230 uses the stock information to provide data such as the price and deposit of the securities for the item of the account held by the user. Through this, a chart showing the change in the evaluation price of the account held by the corresponding investor is generated and displayed on the display unit 210.

On the other hand, when the user selects another menu such as stock price or company information, the controller 230 provides information on the corresponding menu (S460). This stock information is periodically updated from the server 110.

In the above embodiment, the candle chart is also possible by time, but the yield chart is also possible by transaction. In some cases, intraday stocks may be bought and sold multiple times. Usually, in stocks, this is called a scalper or date radar, and it is also a bond that is traded by a large number of investors. All financial products and futures, including foreign exchange. option. In trading derivatives such as swaps, derivatives, especially, are highly volatile, resulting in relatively much higher trading than stocks. Depending on the investor, dozens of transactions can occur per day.

Recording trade every time is very difficult because you have to constantly observe the market because you have to respond to the market from moment to moment. Therefore, it is necessary to automate and show the transaction results or returns of derivatives transactions including stocks.

The asset change chart automatically displays the trading result or the rate of return even if there are dozens of transactions, so investors can recognize the trading result or the rate of return immediately, and in conclusion, they can focus more on the market and improve the rate of return. You will be able to help.

In addition, in the case of derivatives, institutional investors and foreign investors among numerous investors can be considered to lead the market by trading large-scale capital. It can be a very useful method of valuation of returns and assets for foreign investors as well. The criteria for calculating the number of transactions in the yield chart for each transaction are as follows. In the case of stocks, when buying and selling other stocks, the number of purchases and sales is calculated by dividing the number of purchases and sales into buys and sells. Assuming split buying and split selling for the same stock, each transaction can be calculated as the number of trades, and the entire split buy (or split sell) for a specific period (usually daily) is one buy (sell). It can be calculated as.

In the embodiment of the present invention, the candle chart was created based on the account valuation amount (or the balance valuation amount), but a candle chart of account valuation gains or losses (loss and loss amount) is also possible, and the account valuation ratio (return rate (%)) candle chart is also possible. Do. In addition, the asset chart can represent the average return on the account, and can be provided separately for the return on individual stocks.

The embodiments of the present invention described above are not implemented only through an apparatus and a method, but may be implemented through a program that realizes a function corresponding to the configuration of the embodiment of the present invention or a recording medium in which the program is recorded. Implementation can be easily implemented by an expert in the technical field to which the present invention belongs from the description of the above-described embodiment. Throughout the specification, when a part "includes" a certain component, it means that other components may be further included rather than excluding other components unless specifically stated to the contrary. In addition, terms such as "... unit", "... group", and "... module" described in the specification mean a unit that processes at least one function or operation, which can be implemented by hardware or software or a combination of hardware and software. I can.

Although the embodiments of the present invention have been described in detail above, the scope of the present invention is not limited thereto, and various modifications and improvements by those skilled in the art using the basic concept of the present invention defined in the following claims are also provided. It belongs to the scope of rights.

10: information receiving unit 20: information output unit
30: chart generation unit 40: output unit

Claims (12)

An information receiving unit for receiving account information including stock valuation information or deposit valuation information of the selected account through a communication network;
An information output unit for outputting asset information of the account derived by calculating the account information received by the information receiving unit;
A chart generation unit for visually expressing the asset information received from the information output unit by graphing the asset information for each set period or for each transaction;
Includes; an output unit for outputting the graph formed by the chart generation unit,
The chart generation unit,
Create a chart in which the asset amount according to the asset information can be divided into open price, high price, low price, and closing price for each predetermined time period,
The chart generated by the chart generator is a bar chart,
The stock trading asset information providing system, wherein the bar chart is displayed in respective colors according to an increase or decrease in an asset amount according to the asset information.
The method of claim 1,
The stock valuation information included in the account information is:
Securities trading asset information providing system, characterized in that the value at a specific point in time according to the quantity and market price of stocks held.
The method of claim 1,
The stock valuation information included in the account information is:
A securities transaction asset information providing system, characterized in that it is the valuation amount of the futures held or the valuation amount of the options held.
The method of claim 1,
The deposit valuation amount included in the account information is:
Stock transaction asset information providing system comprising at least one of holding deposits, holding deposits, trading settlement, credit loans, loans, commissions, and taxes.
delete delete The method of claim 1,
The chart generator:
Securities trading asset information providing system, characterized in that the sum of the trading value of the securities bought or sold through the account for each predetermined time period.
The method of claim 1,
The chart generator:
The system for providing asset information for securities trading, further displaying the sum of the number of transactions traded through the account or the number of securities owned through the account.
(1) an information receiving step of receiving account information including stock valuation information or deposit valuation information of an account selected by the information receiving unit through a communication network;
(2) an information output step of outputting the asset information of the account derived by calculating the account information received from the information receiving unit by an information output unit;
(3) a chart generation step of visually expressing the asset information received from the information output unit by a chart generation unit by graphing the asset information for each set period or for each transaction;
(4) an output step of outputting a graph formed by the chart generation unit by an output unit; Including,
The chart creation step is:
The chart generator generates a chart in which the asset amount according to the asset information can be divided into open price, high price, low price, and closing price for each predetermined time period,
The chart generated in the chart creation step is a bar chart,
Wherein the bar chart is displayed in respective colors according to an increase or decrease in an asset amount according to the asset information.
delete delete The method of claim 9,
The chart creation step is:
The method for providing asset information for stock trading, characterized in that the chart generation unit further displays the sum of the trading values of the securities bought or sold through the account for each predetermined time period.

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