KR102274769B1 - Method for determining target company to be invested regarding a topic of interest and apparatus thereof - Google Patents

Abstract

A decision method for determining an investment target company for a topic of interest is provided. The method for determining an investment target company according to an embodiment of the present disclosure includes: obtaining essential keywords and auxiliary keywords associated with the topic of interest; based on a result of searching a document set associated with an investment candidate company with the essential keyword, the assigning a first relevance score to a company associated with the essential keyword among investment candidates; based on a result of searching all or a part of the document set with the auxiliary keyword, among the investment candidate companies associated with the auxiliary keyword assigning a second relevance score to the company; and determining one or more investment target companies for the topic of interest based on the relevance score assigned to the investment candidate company. In this case, among the investment candidate companies, a company related to the auxiliary keyword but not related to the essential keyword may be excluded from the investment target company.

Description

METHOD FOR DETERMINING TARGET COMPANY TO BE INVESTED REGARDING A TOPIC OF INTEREST AND APPARATUS THEREOF

The present disclosure relates to a method and an apparatus for determining an investment target company for a topic of interest. More particularly, it relates to a method of determining a company related to a topic of interest among a plurality of investment candidate companies based on a document set associated with the investment candidate company, and an apparatus for performing the same.

Exchange Traded Fund (“ETF”) is a product designed to link returns according to the price of specific indices such as the KOSPI and KOSDAQ or specific assets such as gold, bonds, and crude oil. , refers to a fund that is listed on an exchange and traded like a stock. Because ETFs are based on a portfolio consisting of multiple stocks, they are not only effective in diversifying investments, but are also in the spotlight from many investors due to their advantages of being easy to acquire, hold and dispose of like stocks.

The most important and difficult task in designing an ETF product is accurately selecting the investment stocks to be included in the portfolio. Accordingly, in the prior art, selection of investment stocks was performed entirely by experts, and the topics of ETF products were not varied due to difficulties in selecting investment stocks. In other words, the topics of ETF products were limited to some areas where investment stocks could be accurately selected. For example, as shown in FIGS. 1 and 2 , based on the portfolio 1 composed of a number of affiliates, ETF products that follow the index of a specific group company, and a portfolio 3 composed of representative companies of a specific industry sector ETF products that track the value of a specific industry sector based on the ETF were the main topics of ETF products.

However, the needs of investors for ETF products related to various topics are continuously increasing, and the conventional method cannot satisfy the needs of investors. For example, when designing ETF products related to topics such as "secondary batteries", "inter-Korean economic cooperation", and "fine dust", which are issues across society, some companies are related to the topics listed above, even if they are experts. It is difficult to pinpoint exactly whether In addition, according to the conventional method, since the portfolio of ETF products is determined according to the subjective judgment of experts, the objectivity and reliability of the ETF portfolio cannot be guaranteed.

Therefore, there is a need for a method that can objectively and accurately determine companies related to various fields, topics, and issues.

Korea Patent Publication No. 10-2014-0018532 (published on February 13, 2014)

A technical problem to be solved through embodiments of the present disclosure is to provide a method for determining an investment target company for a topic of interest and an apparatus for performing the method.

Another technical problem to be solved through embodiments of the present disclosure is to provide a method for constructing an investment portfolio for a topic of interest and an apparatus for performing the method.

Another technical problem to be solved through embodiments of the present disclosure is to provide a method for accurately calculating a relevance score between an investment candidate company and a topic of interest using a document related to an investment candidate company, and an apparatus for performing the method will do

The technical problems of the present disclosure are not limited to the technical problems mentioned above, and other technical problems not mentioned will be clearly understood by those skilled in the art from the following description.

In order to solve the technical problem, a method for determining an investment target company for a topic of interest according to an embodiment of the present disclosure includes: acquiring a keyword associated with the topic of interest; each company included in the investment candidate company; retrieving the keyword from a set of required documents including associated first type documents, and giving a first relevance score to a company associated with the first type document for which the keyword is searched; with each company included in the investment candidate company; retrieving the keyword from an auxiliary document set including documents other than the first type associated with the keyword, and giving a second relevance score to an enterprise associated with the document for which the keyword is retrieved; and the first relevance score and the second relevance score The method may include using the relevance score to determine one or more investment target companies for the topic of interest from among the investment candidate companies having the first type document for which the keyword is searched.

In one embodiment, the first type document may include a disclosure document.

In one embodiment, the step of determining the one or more investment target companies, by reflecting a predetermined weight to the first relevance score and the second relevance score, calculating the final relevance score of the investment candidate company and determining the one or more investment target companies based on the calculated final relevance score. Here, the first weight reflected in the first relevance score may have a higher value than the second weight reflected in the second relevance score.

In one embodiment, by determining the proportion of investment in the investment target company, the step of constructing an investment portfolio for the topic of interest may further include. Here, the step of constructing the investment portfolio may include determining the investment weight based on the final relevance score calculated for the investment target company.

A method of determining an investment target company for a topic of interest according to another embodiment of the present disclosure includes the steps of obtaining a keyword associated with the topic of interest, in a document set including documents associated with each company included in the investment candidate company Searching for the keyword, based on the occurrence position of the keyword in the document in which the keyword is searched, assigning a first relevance score to a company in which the keyword is searched for at an essential occurrence position among the investment candidate companies, the investment candidate assigning a second relevance score to a company in which the keyword is found in a position other than the required appearance position among enterprises, and using the first relevance score and the second relevance score, the keyword is located at the required appearance position It may include determining one or more investment target companies with respect to the topic of interest from among the investment candidate companies having the document retrieved from the .

In another embodiment, the required appearance location may include a business overview section of a business report document.

In another embodiment, the step of determining the one or more investment target companies, by reflecting a predetermined weight to the first relevance score and the second relevance score, calculating the final relevance score of the investment candidate company and determining the one or more investment target companies based on the calculated final relevance score. Here, the first weight reflected in the first relevance score may have a higher value than the second weight reflected in the second relevance score.

In another embodiment, by determining the proportion of investment in the investment target company, the step of constructing an investment portfolio for the topic of interest may be further included. Here, the step of constructing the investment portfolio may include determining the investment weight based on the final relevance score calculated for the investment target company.

1 and 2 are exemplary diagrams for explaining the limitations of the conventional ETF portfolio.
3 is a configuration diagram illustrating an investment portfolio providing system according to an embodiment of the present disclosure.
4 is an exemplary diagram for explaining an investment portfolio providing interface that may be referenced in some embodiments of the present disclosure.
5 and 6 are block diagrams illustrating an investment target company determination apparatus according to an embodiment of the present disclosure.
7 and 8 are exemplary diagrams for explaining the concepts of essential keywords and auxiliary keywords that may be referred to in some embodiments of the present disclosure.
9 is a diagram for explaining a filtering-based search method according to an embodiment of the present disclosure;
10 is an exemplary diagram for explaining the concepts of essential documents and auxiliary documents that may be referred to in some embodiments of the present disclosure.
11 is a hardware configuration diagram illustrating an investment target company determination device according to an embodiment of the present disclosure.
12 and 14 are flowcharts illustrating a method of determining an investment target company for a topic of interest according to an embodiment of the present disclosure.
15 to 17 are diagrams for explaining a method of calculating a relevance score according to an embodiment of the present disclosure.
18 to 20 are flowcharts illustrating a method of determining an investment weight according to some embodiments of the present disclosure.

Hereinafter, preferred embodiments of the present disclosure will be described in detail with reference to the accompanying drawings. Advantages and features of the present disclosure, and methods for achieving them, will become apparent with reference to the embodiments described below in detail in conjunction with the accompanying drawings. However, the present disclosure is not limited to the embodiments disclosed below, but may be implemented in various different forms, and only the present embodiments allow the present disclosure to be complete, and those of ordinary skill in the art to which the present disclosure pertains. It is provided to fully inform the person of the scope of the disclosure, and the present disclosure is only defined by the scope of the claims.

In adding reference numerals to the components of each drawing, it should be noted that the same components are given the same reference numerals as much as possible even though they are indicated on different drawings. In addition, in describing the present disclosure, if it is determined that a detailed description of a related known configuration or function may obscure the gist of the present disclosure, the detailed description thereof will be omitted.

Unless otherwise defined, all terms (including technical and scientific terms) used herein may be used with the meaning commonly understood by those of ordinary skill in the art to which this disclosure belongs. In addition, terms defined in a commonly used dictionary are not to be interpreted ideally or excessively unless clearly defined in particular. The terminology used herein is for the purpose of describing the embodiments and is not intended to limit the present disclosure. As used herein, the singular also includes the plural unless specifically stated otherwise in the phrase.

In addition, in describing the components of the present disclosure, terms such as first, second, A, B, (a), (b), etc. may be used. These terms are only for distinguishing the component from other components, and the essence, order, or order of the component is not limited by the term. When a component is described as being “connected”, “coupled” or “connected” to another component, the component may be directly connected or connected to the other component, but another component is between each component. It should be understood that elements may be “connected,” “coupled,” or “connected.”

As used herein, “comprises” and/or “comprising” refers to the presence of one or more other components, steps, operations and/or elements mentioned. or addition is not excluded.

Hereinafter, some embodiments of the present disclosure will be described in detail with reference to the accompanying drawings.

3 is a configuration diagram of an investment portfolio providing system according to an embodiment of the present disclosure.

As shown in FIG. 3 , the investment portfolio providing system is a system for determining and providing an investment target company (or investment stock), an investment portfolio, and the like for a topic of interest. Note that the term “topic” may be used interchangeably with terms such as a subject, an issue, a field, and a sector in the technical field.

The investment portfolio providing system according to an embodiment may include the investment target company determining device 100 and at least one data source 30 . However, this is only a preferred embodiment for achieving the purpose of the present disclosure, and it goes without saying that some components may be added or deleted as necessary. In addition, it should be noted that each component of the investment portfolio providing system shown in FIG. 3 represents functionally distinct functional elements, and a plurality of components may be implemented in a form that is integrated with each other in an actual physical environment. Of course, in the actual physical environment, each of the above components may be implemented in a form separated into more subdivided detailed functional elements.

In the investment portfolio providing system, the investment target company determination device 100 is a computing device that determines an investment target company for a given interest topic and builds an investment portfolio based on the determined investment target company. Here, the computing device may be a notebook, a desktop, a laptop, etc., but is not limited thereto and may include any type of device having a computing function. Hereinafter, for convenience of explanation, the investment target company determining device 100 will be abbreviated as the determining device 100 .

More specifically, the determining device 100 collects documents associated with the investment candidate company from the at least one data source 30 . Also, the determination device 100 determines an investment candidate company associated with the topic of interest as an investment target company based on the collected documents. Furthermore, the determination device 100 may construct an investment portfolio by determining the investment proportion of each investment target company.

According to an exemplary embodiment, the determining device 100 searches for a document set associated with an investment candidate company with a keyword associated with a topic of interest, and calculates a relevance score between the topic of interest and the investment candidate company based on the search result. The relevance score may be understood as an indicator indicating the degree to which a specific company is related to the topic of interest. Also, the determining device 100 determines an investment target company from among the investment candidate companies based on the relevance score. According to the present embodiment, even on a topic in which a related company is difficult to be clearly derived, such as “secondary battery” and “inter-Korean economic cooperation,” a related company can be objectively and accurately derived based on a keyword search result. In addition, by constructing an investment portfolio based on the related company, a highly reliable and accurate investment portfolio for a topic of interest may be automatically constructed. The investment portfolio can be used for various financial products such as ETFs and index funds, thereby satisfying the needs of various investors and revitalizing the investment market.

According to an embodiment, the determination apparatus 100 may provide an investment portfolio service to the user terminal 10 . The investment portfolio service is a service that provides or recommends a list and/or investment portfolio of companies (ie, investment target companies) related to the topic of interest to the user. For example, as shown in FIG. 4 , the determining device 100 may provide an investment portfolio 57 for a topic of interest through the web-based user interface 50 . At this time, a topic of interest and document information (eg, news, public document, etc.) related to the topic of interest are provided through the first area 51 of the user interface 50 , and the second area 53 contains information about the topic of interest. An investment portfolio 57 may be provided, but the scope of the present disclosure is not limited thereto. According to the present embodiment, by providing investment portfolios on various topics of interest to investors, investment activities of investors may be encouraged. Accordingly, the effect of activating the investment market can also be achieved.

A method of providing the investment portfolio service may vary according to embodiments.

In an embodiment, the determining device 100 may provide an investment portfolio service in an on-demand manner. That is, the determination apparatus 100 may provide an investment portfolio in response to the request of the user terminal 10 . In this case, the request may include a topic of interest.

In an embodiment, the determining device 100 may provide an investment portfolio service in a subscription manner. That is, the determining device 100 may provide the investment portfolio to subscribers on a regular or irregular basis. According to an embodiment, the determination device 100 may analyze the collected news data to extract an issue topic at a current time, and provide the issue topic to the user terminal 10 . Of course, an investment portfolio may also be provided to the user terminal 10 together with the issue topic.

In an embodiment, an investment portfolio service may be provided based on a combination of the above-described embodiments.

A detailed description of the configuration and operation of the determining device 100 will be described in more detail with reference to the drawings below with reference to FIG. 5 .

In the investment portfolio providing system, the at least one data source 30 is a storage that provides various data related to an investment candidate company. The various data may be documents in text format, but the scope of the present disclosure is not limited thereto. For example, the various data may be data in the form of voice, video, or image. In this case, text data may be obtained from non-text-based data through speech recognition (e.g. speech-to-text), image analysis, or the like.

The data source 30 may include a web server (e.g. a web server of a portal site) that provides various news articles on politics, economy, and industry trends.

According to an embodiment, the data collected from the data source 30 may include a disclosure document (e.g. a business report), an Investor Relations (IR) document, a securities company report, a news document, and the like. However, the scope of the present disclosure is not limited thereto.

In the investment portfolio providing system, the user terminal 10 is a terminal on the side of the user (e.g. investor) using the investment portfolio service provided by the determining device 100 . The user terminal 10 may be implemented in any device.

Each component of the investment portfolio providing system shown in FIG. 3 may communicate through a network. Here, the network includes all types of wired/wireless networks such as a local area network (LAN), a wide area network (WAN), a mobile radio communication network, and a Wibro (Wireless Broadband Internet). can be implemented.

So far, an investment portfolio providing system according to an embodiment of the present disclosure has been described with reference to FIGS. 3 and 4 . Hereinafter, the configuration and operation of the determination device 100 will be described by searching FIGS. 5 to 7 .

5 is a block diagram illustrating a determination apparatus 100 according to an embodiment of the present disclosure.

Referring to FIG. 5 , the determining device 100 includes a collecting unit 110 , a topic determining unit 120 , a keyword obtaining unit 130 , a scoring unit 140 , an investment target company determining unit 150 , and a portfolio building unit. (160). However, only the components related to the embodiment of the present disclosure are illustrated in FIG. 5 . Accordingly, those skilled in the art to which the present disclosure pertains can see that other general-purpose components other than the components shown in FIG. 5 may be further included. In addition, it should be noted that each of the components of the determination apparatus 100 illustrated in FIG. 5 represents functionally separated functional elements, and a plurality of components may be implemented in a form that is integrated with each other in an actual physical environment.

In addition, it should be noted that not all components shown in FIG. 5 are essential components of the determination device 100 . That is, the determination apparatus 100 may be implemented in a form in which some of the components shown in FIG. 5 are omitted. For example, the determination device 100 may be implemented with only the remaining components except for the portfolio building unit 160 . Hereinafter, each component of the determination apparatus 100 is demonstrated.

The collection unit 110 collects various documents related to the investment candidate company from the data source 30 . Any method may be used for collecting the various documents.

As shown in FIG. 5 , the various documents may include disclosure documents 31 , IR documents 33 , news 35 , securities company reports 37 , etc., but the scope of the present disclosure is limited thereto no.

The investment candidate company means a company subject to relevance score calculation. The criteria for determining the investment candidate company may vary according to embodiments. In one embodiment, the investment candidate company may be a company listed on the KOSPI or KOSDAQ. In another embodiment, the investment candidate company may be a company within a specific sector. In another embodiment, the investment candidate companies may be companies (e.g. blue-chip companies) that satisfy specified conditions for financial indicators related to financial soundness (eg, asset-liabilities ratio, trading volume, market cap, etc.).

Next, the topic determining unit 120 determines a topic of interest as a criterion for determining an investment target company. A method in which the topic determiner 120 determines the topic of interest may vary according to embodiments.

In an embodiment, the topic provided from the user terminal 10 may be determined as the topic of interest. Specifically, the determination device 100 may determine an investment target company in response to receiving the topic of interest, and build an investment portfolio. In addition, the determination device 100 may provide an on-demand investment portfolio service by providing the built investment portfolio to the user terminal 10 .

In another embodiment, the topic determiner 120 may extract an issue topic by analyzing the above-described documents 31 to 37 , and determine the issue topic as a topic of interest. For example, the topic determining unit 120 is a topic mentioned in a plurality of IR documents, a topic mentioned in a plurality of news, a topic of a news article with a high update frequency, a topic of a news article with a large number of comments, a top-ranked real-time A topic related to a search term may be determined as an issue topic. As another example, the topic determiner 120 may construct a plurality of clusters by periodically clustering collected documents, and select an issue cluster from among the plurality of clusters based on the number of documents belonging to the cluster. Also, the topic determiner 120 may determine a topic for the issue cluster as a topic of interest. In the present embodiment, the determining device 100 may provide an issue topic whenever an issue topic is extracted or regularly, and may provide an investment portfolio for the issue topic to the user terminal 10 . In this case, the determination device 100 may provide the investment portfolio only to a user who has applied for a subscription service.

Next, the keyword acquisition unit 130 acquires a keyword (or keyword set) associated with the topic of interest. A keyword associated with the topic of interest is used as a search keyword for the collected documents (e.g. 31 to 37).

In some embodiments, the keyword associated with the topic of interest may include two types of keywords. Hereinafter, the two types of keywords will be described for convenience of understanding.

The first type of keyword is a required keyword. The essential keyword means a keyword to which an investment candidate company must be necessarily associated in order to be determined as an investment target company. Here, that a specific company is associated with a specific keyword means that a document associated with the specific company includes the specific keyword. For example, when the document associated with the first investment candidate company does not include the essential keyword, even if the associated document includes the auxiliary keyword, the first investment candidate company may be excluded from the investment target company. The concept of the essential keyword will be described later with reference to the examples shown in FIGS. 6 and 7 .

A second type of keyword is an auxiliary keyword. The auxiliary keyword refers to a keyword used as an auxiliary to more accurately determine an investment target company.

The essential keyword or the auxiliary keyword may be subdivided into primary keywords, secondary keywords, ??, and nth keywords according to importance. In this case, weights may be differentially assigned according to the order of the keywords, which will be described later.

A method by which the keyword acquisition unit 130 acquires essential keywords and/or auxiliary keywords may vary according to embodiments.

In an embodiment, the mandatory and auxiliary keywords associated with the topic of interest may be preset. The keyword acquisition unit 130 may acquire the preset keyword from a file or receive input from a user interface, but the scope of the present disclosure is not limited thereto. It is preferable that the preset keywords are set by an expert related to a corresponding topic.

In an embodiment, the keyword acquisition unit 130 may automatically generate essential keywords and auxiliary keywords based on the representative keywords representing the topic of interest. For example, the keyword acquisition unit 130 determines a keyword located within a first distance from the representative keyword on a pre-built ontology as an essential keyword, and a keyword located within a second distance from the representative keyword (or the essential keyword). A keyword located within a certain distance from the keyword) may be determined as an auxiliary keyword. In this case, of course, the second distance is greater than the first distance. For another example, the keyword acquisition unit 130 may perform a portal search or a document search using the representative keyword, and determine keywords that appear together in the searched document as essential keywords and auxiliary keywords. In this case, a keyword having a relatively high frequency of appearance may be determined as an essential keyword, and a keyword with a relatively low frequency may be determined as an auxiliary keyword. For example, when the representative keyword is a technology-related keyword (e.g. a secondary battery), the keyword acquisition unit 130 may search technical documents such as patents and thesis to accurately determine essential keywords and auxiliary keywords.

In an embodiment, essential keywords related to the topic of interest are preset, and the keyword obtaining unit 130 may automatically generate auxiliary keywords based on the essential keywords. For a method of automatically generating the auxiliary keyword, refer to the above-described embodiment.

In an embodiment, the keyword acquisition unit 130 may acquire an essential keyword and an auxiliary keyword based on a combination of the above-described embodiments.

Meanwhile, in some embodiments, the keyword acquisition unit 130 may further perform an extension function for the acquired keyword. Specifically, when essential keywords or auxiliary keywords are obtained as search keywords, the keyword obtaining unit 130 may add synonyms and related keywords for each keyword as search keywords. By doing so, a precise search can be performed, and companies associated with the topic of interest can be accurately selected.

Next, the scoring unit 140 calculates a relevance score between the investment candidate company and the topic of interest. 6 , the scoring unit 140 may include a weight determination unit 141 , a search unit 143 , and a score calculation unit 145 .

The weight determining unit 141 determines a weight based on various criteria. For example, the weight includes a weight according to a keyword type, a weight according to a document type, a weight for each keyword, a weight according to a keyword appearance position in a document, a weight according to the creation time of the document, a weight according to a topic of interest, etc. can do. It may be understood that the weight is used to more accurately calculate the association with the topic of interest. A more detailed description of the weights will be described later with reference to FIGS. 15 to 17 .

Next, the search unit 143 searches for documents related to the investment candidate company with the keyword obtained by the keyword acquisition unit 130 , and provides the search result to the score calculation unit 145 .

According to an embodiment, a document that does not include an essential keyword among the related documents may be excluded from a search result. For example, as shown in FIG. 7 , documents B and F (61, 63) may be excluded from the search results even if they include primary and secondary auxiliary keywords. When the independent keyword is composed of a plurality of orders, such as the first order and the second order, documents that do not include the independent keywords of all orders among the related documents may be excluded from the search result. For example, as shown in FIG. 8 , documents B, E, and F ( 71 , 73 , and 75 ) may be excluded from search results because they do not include primary and secondary essential keywords. According to the present embodiment, an investment candidate company that is not associated with an important keyword (ie, an essential keyword) for a topic of interest is excluded from an investment target company, so that a company related to the topic of interest can be accurately selected.

According to an embodiment, the search unit 143 may perform a search using a filtering method. Specifically, as shown in FIG. 9, the search unit 143 filters the given document set 81 with the essential keyword 83, and then searches the filtered document 85 with the auxiliary keyword (87). can be performed. By doing so, the computing resources required for the search can be reduced, and the efficient search can be performed.

Meanwhile, in some embodiments, the technical ideas inherent in the essential keyword and the auxiliary keyword may also be applied to the type of document. For example, as shown in FIG. 10, the disclosure document is set as a required document, and keywords (eg essential, auxiliary keywords) related to the topic of interest do not appear in the disclosure documents associated with companies b and f (241, 243) as a result of the search. Let's assume it didn't. Then, companies b and f (241, 243) can be excluded from the investment target regardless of their relevance score.

In some embodiments, the technical idea embedded in the essential keyword and the auxiliary keyword may also be applied to the occurrence position of the keyword in the document. For example, it is assumed that the business overview section of the business report is set as a required appearance position, and keywords (e.g. essential, auxiliary keywords) related to the topic of interest do not appear in the business overview section of the business report issued by the first company as a result of the search. Then, the first company may be excluded from the investment target company regardless of the relevance score.

Next, the score calculator 145 gives a relevance score to an investment candidate company associated with a specific keyword by using the search result. For example, when a specific keyword is searched for in the disclosure document, the score calculation unit 145 may give a relevance score to the investment candidate company that has issued the disclosure document. As another example, when a specific keyword is searched for in the news, the score calculating unit 145 may give a relevance score to the investment candidate company mentioned in the news. In this case, the relevance score given to each investment candidate company may be a value proportional to the frequency of appearance of the specific keyword, but the scope of the present disclosure is not limited thereto.

In addition, the score calculation unit 145 calculates a final relevance score for each investment candidate company by summing the assigned relevance scores. In this case, the score calculating unit 145 may calculate the final relevance score by reflecting the weight determined by the weight determining unit 141 , which will be described later with reference to FIGS. 15 to 17 .

Next, the investment target company determining unit 150 determines an investment target company from among a plurality of investment candidate companies based on the final relevance score. In order to exclude duplicate explanations, a detailed description of the method of determining the investment target company will be described later with reference to FIGS. 12 and 13 .

Next, the portfolio construction unit 160 builds an investment portfolio for the topic of interest by determining the investment ratio for the determined investment target company. The method of determining the investment weight may vary according to embodiments, and a description thereof will be described later with reference to FIGS. 18 to 20 .

Each component of FIGS. 5 and 6 may mean software or hardware such as a field programmable gate array (FPGA) or an application-specific integrated circuit (ASIC). However, the above components are not meant to be limited to software or hardware, and may be configured to reside in an addressable storage medium, or may be configured to execute one or more processors. The functions provided in the components may be implemented by more subdivided components, or may be implemented as one component that performs a specific function by combining a plurality of components.

11 is a hardware configuration diagram illustrating the determination apparatus 100 according to an embodiment of the present disclosure.

Referring to FIG. 11 , the determining device 100 includes one or more processors 101 , a bus 105 , a communication interface 107 , and a memory 103 for loading a computer program executed by the processor 101 . and a storage 109 for storing the computer program 109a. However, only the components related to the embodiment of the present disclosure are illustrated in FIG. 11 . Accordingly, those skilled in the art to which the present disclosure pertains can see that other general-purpose components other than those shown in FIG. 11 may be further included.

The processor 101 controls the overall operation of each component of the determining device 100 . The processor 101 includes a central processing unit (CPU), a micro processor unit (MPU), a micro controller unit (MCU), a graphic processing unit (GPU), or any type of processor well known in the art of the present disclosure. can be In addition, the processor 101 may perform an operation on at least one application or program for executing the method according to the embodiments of the present disclosure. The investment target company determination apparatus 100 may include one or more processors.

The memory 103 stores various data, commands and/or information. The memory 103 may load one or more programs 109a from the storage 109 to execute the investment target company determination method according to embodiments of the present disclosure. An example of the memory 103 may be a RAM as shown in FIG. 11 , but the scope of the present disclosure is not limited thereto. When the computer program 109a is loaded into the memory 103 , the modules shown in FIGS. 5 and 6 may be implemented in the form of logic on the memory 103 .

The bus 105 provides a communication function between the components of the decision device 100 . The bus 105 may be implemented as various types of buses, such as an address bus, a data bus, and a control bus.

The communication interface 107 supports wired/wireless Internet communication of the determining device 100 . In addition, the communication interface 107 may support various communication methods other than Internet communication. To this end, the communication interface 107 may be configured to include a communication module well known in the art of the present disclosure.

The storage 109 may non-temporarily store the one or more programs 109a. The storage 109 is a non-volatile memory such as a read only memory (ROM), an erasable programmable ROM (EPROM), an electrically erasable programmable ROM (EEPROM), a flash memory, a hard disk, a removable disk, or well in the art to which the present disclosure pertains. It may be configured to include any known computer-readable recording medium.

The computer program 109a may include instructions that, when loaded into the memory 103 , cause the processor 101 to perform methods according to some embodiments of the present disclosure. The instruction refers to a series of instructions grouped based on a function, which is a component of a computer program and is executed by a processor.

For example, the computer program 109a may perform an operation of obtaining essential keywords and auxiliary keywords associated with a topic of interest, and a search result of a document set associated with an investment candidate company as the essential keyword, from among the investment candidate companies based on the required keyword. The operation of giving a first relevance score to a company associated with , and a second relevance score to a company associated with the auxiliary keyword among the investment candidate companies based on a result of searching all or part of the document set with the auxiliary keyword and instructions for performing an operation of determining one or more investment target companies for the topic of interest based on the granting operation and the relevance score given to the investment candidate company.

So far, the configuration and operation of the determination device 100 according to an embodiment of the present disclosure have been described with reference to FIGS. 5 to 11 . Hereinafter, a method of determining an investment target company for a topic of interest according to an embodiment of the present disclosure will be described in detail with reference to the drawings below FIG. 12 .

Each step of the method for determining an investment target company according to an embodiment of the present disclosure to be described later may be performed by a computing device. For example, the computing device may be the determining device 100 . However, for convenience of explanation, the description of the operating subject of each step included in the investment target company determination method may be omitted. In addition, each step of the method of determining an investment target company may be implemented with instructions of a computer program executed by a processor.

12 is a flowchart illustrating a method of determining an investment target company for a topic of interest according to an embodiment of the present disclosure. However, this is only a preferred embodiment for achieving the purpose of the present disclosure, and it goes without saying that some steps may be added or deleted as needed.

Referring to FIG. 12 , the investment target company determination method starts in step S100 of acquiring a keyword associated with a topic of interest. In this case, the keywords related to the topic of interest may include essential keywords and auxiliary keywords.

According to an embodiment, before this step ( S100 ), the determination apparatus 100 may further perform the step of determining the topic of interest. For a description of this, refer to the description of the topic determining unit 120 .

In step S200 , the determination device 100 searches for the obtained keyword in the previously collected document set, and calculates a relevance score between the topic of interest and the investment candidate company using the search result. In this case, documents that do not include essential keywords in the document set may be excluded from the search results. Therefore, the investment candidate companies that are not related to the essential keywords are excluded from the investment target companies. A detailed description of this step S200 will be described in detail with reference to FIGS. 15 to 17 .

In step S300 , the determination device 100 determines an investment target company for a topic of interest from among a plurality of investment candidate companies based on the relevance score calculated in step S200 . For example, the determination device 100 may determine an investment candidate company having the relevance score equal to or greater than a threshold value as an investment target company. In another example, the determination device 100 may determine the top n investment candidates having a high relevance score (where n is a natural number equal to or greater than 1) as an investment target company. Here, the value of n may be a preset fixed value or a variable value that varies according to circumstances. As another example, an investment target company may be determined based on a combination of the above-described examples. That is, the determining device 100 corresponds to the top n investment candidates with a high relevance score (where n is a natural number greater than or equal to 1), and may determine an investment candidate company whose relevance score is greater than or equal to a threshold as an investment target company. have. As such, the method in which the determination device 100 determines an investment target company may vary according to embodiments.

Meanwhile, according to an embodiment of the present disclosure, as shown in FIG. 13 , the determining device 100 may exclude or add a specific company from the investment target company according to a predetermined condition ( S310 , S330 ). 13 illustrates that steps S310 and S330 are performed in order, steps S310 and S330 may be performed regardless of the order shown in FIG. 13 . Also, only some of the steps S310 and S330 may be performed.

For a specific example, in response to determining that the financial index (eg, asset-to-liability ratio, transaction volume, market capitalization, etc.) associated with the financial soundness of the first company does not satisfy a predetermined condition, the determination device 100 may be configured to: Companies can be excluded from investment target companies.

As another example, the determination device 100 may compare the time point when the topic of interest is issued and the time point of the change in the value of the first company, and add the first company to the investment target company based on the comparison result. That is, when determining that a correlation exists between the topic of interest and the asset value (eg, stock index) of the first company, the determination device 100 may add the first company to the investment target company. For example, as shown in FIG. 14 , the determining device 100 extracts the topic 201 by analyzing various news articles, and determines the _{time point T 1 at which the topic 201 is issued based on the news date.} have. In addition, the determination device 100 compares the change time of the asset value (203, eg stock price, etc.) of the company (a) with the issue time (T ₁ ) of the topic 201, whereby the topic 201 and the company (a) It is possible to determine whether there is a relationship between If it is determined that the association exists, the determining device 100 may add the company a to the investment target company. According to this example, even a company that is substantially related to a topic of interest but is not related in the document can be accurately selected as an investment target company.

Referring back to FIG. 12 , in step S400 , the determining device 100 builds an investment portfolio by determining an investment proportion of an investment target company. A detailed description of this step S400 will be described later with reference to FIGS. 18 to 20 . In some embodiments, the investment portfolio building step (S400) may be omitted.

For reference, among the above-described steps (S100 to S400), step (S100) is performed by the keyword acquisition unit 130, step (S200) is performed by the scoring unit 140, and step (S300) is an investment target It may be performed by the company determination unit 150 . Also, step S400 may be performed by the portfolio building unit 160 .

So far, a method of determining an investment target company for a topic of interest according to an embodiment of the present disclosure has been described with reference to FIGS. 12 to 14 . Hereinafter, a method for calculating a relevance score according to an embodiment of the present disclosure performed in step S200 will be described in detail with reference to FIGS. 15 to 17 .

15 is a flowchart illustrating a method of calculating a relevance score according to an embodiment of the present disclosure. In particular, FIG. 15 illustrates a case in which the search keyword is composed of an independent keyword, a primary auxiliary keyword, and a secondary auxiliary keyword as an example. For convenience of understanding, FIG. 15 shows that steps S210 to S230 are performed in order, but it should be noted that each step S210 to S230 may be performed regardless of the order shown in FIG. 15 . Hereinafter, it will be described with reference to FIG. 15 .

As shown in FIG. 15 , the determination device 100 searches for a set of documents given by each keyword, and gives a relevance score to an investment candidate company associated with each keyword by using the search result. In more detail, the determination device 100 gives a first relevance score to the investment candidate company associated with the essential keyword by using the search result for the essential keyword ( S210 ). Similarly, the determination device 100 searches the document set by the primary auxiliary keyword and the secondary auxiliary keyword, and additionally gives a relevance score to the investment candidate company associated with each keyword by using the search result (S230, S250) ). In this case, the given relevance score may be a value proportional to the frequency in which the search keyword appears in the corresponding document, but the scope of the present disclosure is not limited thereto.

Next, in step S270 , the determination device 100 calculates a final relevance score for the investment candidate company by reflecting various weights in the relevance score. In this case, the weight may be a basic weight or an additional weight. In addition, the method for reflecting the weight may be any method, such as a method of multiplying a relevance score by a weight, or a method of assigning additional points. The weight reflected in the relevance score may vary according to embodiments.

In the first embodiment, the weight may be a weight for each keyword type that is at least partially determined differentially according to the type of keyword. For example, as shown in FIG. 16 , a first weight 211 is applied to the investment candidate company associated with the essential keyword, and the second weight 213 is applied to the investment candidate company associated with the primary auxiliary keyword, and the secondary A third weight 215 may be applied to the investment candidate company associated with the auxiliary keyword. In this case, the first weight 211 may be set to a value greater than the second weight 213 , and the second weight 213 may be set to a value greater than the third weight 215 . Since the types of keywords can be classified based on the importance of the keywords for the topic of interest, the weight according to the present embodiment may be understood as a weight according to the importance of the keyword. According to the present embodiment, an investment candidate company associated with a high-importance keyword will be determined as an investment target company, and a company closely related to a topic of interest may be determined as an investment target company.

In the second embodiment, the weights may be keyword weights that are at least partially determined differentially for each keyword. That is, even with the same type of keyword (e.g. essential keyword), the first weight may be applied to the investment candidate company associated with the first essential keyword, and the second weight may be applied to the investment candidate company associated with the second essential keyword. In some examples, the keyword weight may be determined based on a similarity between the representative keyword indicating the topic of interest and the corresponding keyword. For example, the keyword weight for the specific keyword may be determined based on the distance between the representative keyword and the specific keyword on a given ontology, but the scope of the present disclosure is not limited thereto. In some examples, additional weights (or additional points) may be given only to specific keywords. For example, when a dictionary in which keywords closely related to a topic of interest are defined, additional weights (or additional points) may be given only to investment candidates associated with keywords included in the dictionary. According to the present embodiment, a company associated with a topic of interest may be more accurately determined by using a more subdivided weight for each keyword than in the above-described first embodiment.

In the third embodiment, the weight may be a weight for each document type that is at least partially determined differentially according to the document type. For example, as shown in FIG. 16 , when a keyword is searched for in a disclosure document, a first weight 217 may be applied to an investment candidate company associated with the disclosure document. In addition, when a keyword is searched for in the IR document, a second weight 219 may be applied to an investment candidate company associated with the IR document. According to the present embodiment, the relevance score may be more accurately calculated by reflecting the importance or reliability of the document.

In the 3-1 embodiment, a weight for each first document type for the first topic of interest may be different from a weight for each second document type for the second topic of interest. For example, when the topic of interest is a topic related to a specific technology or a specific product, such as "secondary battery", a higher weight may be set for a disclosure document (e.g. a business report) than a news article. However, if the topic of interest is a topic related to a social issue and not related to a specific technology or product, such as "inter-Korean economic cooperation," related keywords will hardly appear on the disclosure document. Therefore, in such a case, a higher weight may be set for the news article than the public document. In an example, when the topic of interest corresponds to a recent issue (ie, an issue within a predetermined time based on the present), the determination apparatus 100 may automatically adjust a weight for each document type. For example, the determination device 100 may adjust the weight for the news article to a higher value, and adjust the weight for the public document to a lower value. In another example, when the essential keyword hardly appears in the document of the first type, the determining device 100 adjusts the weight for the document of the first type to a lower value, and adjusts the weight for the document of the other type to a relative value. can be adjusted to a higher value.

In the fourth embodiment, at least a portion of the weight may be determined differentially based on an appearance position of a specific keyword in a document. For example, as shown in FIG. 17 , even when the keyword A 227 appears in the two business reports 221 and 231 , a higher weight is applied to the investment candidate company that issued the business report A 221 . can This is because the company in which the keyword A 227 appears in the business outline 223 will be more closely related to the topic of interest than the companies in which the keyword A 227 appears in the business backgrounds 225 and 235 . In the present embodiment, additional weights or additional points may be given based on the appearance position of the specific keyword in the document. For example, when a specific keyword appears at the beginning of a specific document or appears in a main section such as “summary” or “summary”, additional weight or additional points may be given to the investment candidate company associated with the specific document.

In the fifth embodiment, the weight may be determined to be at least partially differentially determined based on a generation time of a document for which a specific keyword is searched. Alternatively, additional weights or additional points may be given based on the appearance position of the specific keyword in the document. For example, if the creation time of a specific document is recent, it is highly likely that the first investment candidate company currently associated with the specific document is a company more closely related to the topic of interest. Accordingly, additional weights or additional points may be given to the first investment candidate company.

In the sixth embodiment, when a specific keyword continuously appears in a document associated with a specific investment candidate company, additional weight or additional points may be given to the specific investment candidate company. For example, when a specific keyword continuously appears in the related document of the first investment candidate company generated for a certain period of time, additional weight or additional points may be given to the first investment candidate company.

In the seventh embodiment, the weight may be determined to be at least partially different depending on the source (or reliability) of the retrieved document. For example, it is assumed that a specific keyword appears in a first news article and a second news article, and the first news article is published by a media with more credibility. In this case, a higher weight may be given to the first investment candidate company associated with the first news article. Alternatively, additional weights or additional points may be given to the first investment candidate company.

In the eighth embodiment, a final relevance score may be calculated by reflecting weights or additional points according to combinations of the above-described embodiments.

So far, a method for calculating a relevance score according to an embodiment of the present disclosure has been described with reference to FIGS. 15 to 17 . According to the above-described method, a relevance score between a topic of interest and an investment candidate company may be accurately calculated by reflecting various types of weights. Accordingly, companies related to the topic of interest may be accurately selected.

Hereinafter, a method for determining an investment weight according to some embodiments of the present disclosure will be described with reference to FIGS. 18 to 20 .

18 to 20 are flowcharts illustrating a method of determining an investment weight according to some embodiments of the present disclosure. Hereinafter, it will be described with reference to FIGS. 18 to 20 .

In the first embodiment, as shown in FIG. 18 , the determination device 100 may determine the investment weight based on the relevance score of the investment target company ( S410 ). For example, the determination device 100 may determine the investment weight of the investment target company based on the relative ratio of the relevance score. According to the present embodiment, the investment weight may be determined under a reasonable standard of relevance to a topic of interest.

In the second embodiment, as shown in FIG. 19 , the determining device 100 may determine the investment weight of the investment target company based on the market capitalization or market cap ratio of the investment target company ( S430 ). According to this embodiment, an investment portfolio that follows the average index of an investment target company can be constructed.

In the third embodiment, as shown in FIG. 20 , the determining device 100 determines the investment weight of the investment target company based on the difference between the time when the topic of interest is issued and the generation time of the document associated with the investment target company can be (S450). For example, as the difference between the time when the topic of interest becomes an issue and the generation time of the related document of the first investment target company increases, the investment proportion of the first investment target company may decrease. In the opposite case, the investment proportion of the first investment target company may be increased. According to the present embodiment, a highly reliable investment portfolio may be built based on the actual correlation between the topic of interest and the investment target company.

In the fourth embodiment, an investment proportion of an investment target company may be determined based on a combination of the above-described embodiments. For example, the investment weight of each investment target company may be determined by considering the relevance score and market capitalization of the investment target company together.

So far, the investment weight determination method according to some embodiments of the present disclosure has been described with reference to FIGS. 18 to 20 . According to the above-described method, a highly reliable investment portfolio for a topic of interest can be built by determining the investment weight of the investment target company under a reasonable standard.

So far, some embodiments of the present disclosure and effects according to the embodiments have been described with reference to FIGS. 1 to 20 . Effects of the present disclosure are not limited to the effects mentioned above, and other effects not mentioned will be clearly understood by those skilled in the art from the following description.

The concepts of the present disclosure described with reference to FIGS. 1 to 20 may be implemented as computer-readable codes on a computer-readable medium. The computer-readable recording medium may be, for example, a removable recording medium (CD, DVD, Blu-ray disk, USB storage device, removable hard disk) or a fixed recording medium (ROM, RAM, computer-equipped hard disk). can The computer program recorded in the computer-readable recording medium may be transmitted to another computing device through a network, such as the Internet, and installed in the other computing device, thereby being used in the other computing device.

In the above, even if all the components constituting the embodiment of the present disclosure are described as being combined or operating in combination, the present disclosure is not necessarily limited to this embodiment. That is, within the scope of the object of the present disclosure, all of the components may operate by selectively combining one or more.

Although acts are shown in a specific order in the drawings, it should not be understood that the acts must be performed in the specific order or sequential order shown, or that all shown acts must be performed to obtain a desired result. In certain circumstances, multitasking and parallel processing may be advantageous. Moreover, the separation of the various components in the embodiments described above should not be construed as necessarily requiring such separation, and the described program components and systems may generally be integrated together into a single software product or packaged into multiple software products. It should be understood that there is

Although embodiments of the present disclosure have been described above with reference to the accompanying drawings, those of ordinary skill in the art to which the present disclosure pertains may realize that the present disclosure may be embodied in other specific forms without changing its technical spirit or essential features. can understand Therefore, it should be understood that the embodiments described above are illustrative in all respects and not restrictive. The protection scope of the present disclosure should be construed by the following claims, and all technical ideas within the scope equivalent thereto should be construed as being included in the scope of the present disclosure.

Claims (12)

A method for determining an investment target for a topic of interest in a computing device, the method comprising:
obtaining a keyword associated with the topic of interest;
retrieving the keyword from a required document set including first type documents associated with each company included in the investment candidate company, and giving a first relevance score to the company associated with the first type document for which the keyword is retrieved;
retrieving the keyword from an auxiliary document set including documents other than the first type associated with each company included in the investment candidate company, and giving a second relevance score to the company associated with the document for which the keyword is retrieved; and
Using the first relevance score and the second relevance score, determining one or more investment target companies for the topic of interest from among the investment candidate companies having the first type document for which the keyword is retrieved,
How to decide which companies to invest in a topic of interest. According to claim 1,
The first type document includes a disclosure document;
How to decide which companies to invest in a topic of interest. According to claim 1,
The step of determining the one or more investment target companies,
calculating a final relevance score of the investment candidate company by reflecting a predetermined weight to the first relevance score and the second relevance score; and
Comprising the step of determining the one or more investment target companies based on the calculated final relevance score,
How to decide which companies to invest in a topic of interest. 4. The method of claim 3,
The first weight reflected in the first relevance score has a higher value than the second weight reflected in the second relevance score,
How to decide which companies to invest in a topic of interest. According to claim 1,
By determining the proportion of investment in the investment target company, further comprising the step of building an investment portfolio for the topic of interest,
How to decide which companies to invest in a topic of interest. 6. The method of claim 5,
Building the investment portfolio includes:
Comprising the step of determining the investment weight based on the final relevance score calculated for the investment target company,
How to decide which companies to invest in a topic of interest. A method for determining an investment target for a topic of interest in a computing device, the method comprising:
obtaining a keyword associated with the topic of interest;
retrieving the keyword from a document set including documents associated with each company included in the investment candidate company;
giving a first relevance score to a company in which the keyword is searched for at an essential occurrence position among the investment candidate companies based on the occurrence position of the keyword in the document in which the keyword is searched;
giving a second relevance score to a company in which the keyword is searched for in a position other than the required appearance position among the investment candidate companies; and
Using the first relevance score and the second relevance score, determining one or more investment target companies for the topic of interest from among the investment candidate companies having a document in which the keyword is searched for at the required appearance position ,
How to decide which companies to invest in a topic of interest. 8. The method of claim 7,
wherein said mandatory appearance position comprises a business overview section of a business report document;
How to decide which companies to invest in a topic of interest. 8. The method of claim 7,
The step of determining the one or more investment target companies,
calculating a final relevance score of the investment candidate company by reflecting a predetermined weight to the first relevance score and the second relevance score; and
Comprising the step of determining the one or more investment target companies based on the calculated final relevance score,
How to decide which companies to invest in a topic of interest. 10. The method of claim 9,
The first weight reflected in the first relevance score has a higher value than the second weight reflected in the second relevance score,
How to decide which companies to invest in a topic of interest. 8. The method of claim 7,
By determining the proportion of investment in the investment target company, further comprising the step of building an investment portfolio for the topic of interest,
How to decide which companies to invest in a topic of interest. 12. The method of claim 11,
Building the investment portfolio includes:
Comprising the step of determining the investment weight based on the final relevance score calculated for the investment target company,
How to decide which companies to invest in a topic of interest.

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