KR102316555B1 - System for automatic trading stock based on swing trading technique - Google Patents

Abstract

The present invention relates to an automatic stock trading system based on a swing trading technique. A task to be solved is to minimize the probability of an investment loss, and to enable users to automatically trade stocks using swing trading techniques with derived set values by deriving a trading pattern and setting value with a low risk. As an example, disclosed is an automatic stock trading system based on a swing trading technique, wherein the automatic stock trading system comprises: a stock trading server which receives basic stock information from the Korea Exchange server, uses securities information analysis technology to generate securities investment information on the basis of the basic information on securities, and conducts real-time stock trading according to a user's trading order; and a stock trading application which accesses the stock trading server by using an open API to receive the securities investment information, and selects a purchase item that satisfies at least one index configuration value set in advance on the basis of the securities investment information, wherein a transaction setting value for the transaction condition is stored in a changeable manner, and a trading order for a purchase item and a holding item reaching the transaction setting value is transmitted to the stock trading server.

Description

Automatic stock trading system based on swing trading technique {SYSTEM FOR AUTOMATIC TRADING STOCK BASED ON SWING TRADING TECHNIQUE}

An embodiment of the present invention relates to an automatic stock trading system based on a swing trading technique.

In the case of general individual investors, unless they are full-time investors, there are many individual investors who invest in stocks while doing their main business, and these individual investors have time constraints. In a rapidly changing market price, it is rare to sell at exactly the right timing for buying and selling. As volatility increases, the importance of real-time analysis and timing of selling and buying increases, and the risk of risk inevitably increases.

Among individual investors, the timing of buying and selling is wrong, and they hold the stock for a very long period of time at the high point. have.

The swing trading technique is intermediate between short-term investment and medium-term investment, if the investment method is classified based on the holding time of the stock. It refers to a trading technique that uses the moving section to make a profit. Securities companies provide a home trading system (HTS) in order to solve the difficulties and inconveniences of ordinary investors in trading stocks, and provide an open API to utilize this HTS.

The swing trading technique has been known as a trading technique used by many individual investors because of time constraints or it is difficult to determine the exact timing of buying and selling. This is a convenient program that helps the machine to save time and make standard and stable investment through faster reaction and processing speed by purchasing and selling according to the basic set value.

The above-mentioned standard and stable investment is generally conducted through a screen that displays the current price, bid price, ask price, etc. provided by HTS (Home Trading System), a program for home trading distributed by securities companies when investing in stocks. will proceed After the stock investor searches for and selects the stock that the stock investor wishes to purchase, the order is executed by entering the price and quantity of the stock.

A method commonly used to reduce risk when investing in stocks is to purchase additional shares in installments when the holdings plummet due to market price fluctuations.

However, the result of risk may be different depending on how much is purchased in the case of split purchases.

Laid-open Patent Publication No. 10-2017-0014397 (published date: February 08, 2017) Laid-open Patent Publication No. 10-2020-0134029 (published date: December 01, 2020)

An embodiment of the present invention minimizes the probability of investment loss, and provides a system in which a user can automatically trade stocks using a swing trading technique with a set value derived by deriving a trading pattern and setting value with low risk. .

The automatic stock trading system based on the swing trading technique according to an embodiment of the present invention receives basic stock information from a Korea Exchange server, and generates stock investment information using stock information analysis technology based on the basic stock information, Stock trading server that performs real-time stock trading according to the user's trading order; and accessing the stock trading server using an open API to receive the securities investment information, select a purchase item that satisfies at least one index configuration value set in advance based on the securities investment information, and trade on trading conditions and a stock trading application in which a set value is mutably stored and transmits a trading order for a purchase item and a holding item reaching the set value for the transaction to the stock trading server.

In addition, the stock trading application may capture a purchase item that satisfies the index configuration value through an algorithm operation during the intraday buying time.

In addition, the transaction setting value is a basic setting value for purchasing at 1% weight per item based on the deposit, a selling setting value for proceeding with selling the holding item when it rises +3% due to market price fluctuations; In case of a -20% decline due to market price fluctuations, an additional purchase setting value for additional purchase of the corresponding holding item may be included as much as the current holding amount of the holding item.

In addition, the stock trading server allocates a master identification code and a slave identification code for sharing stock trading information, respectively, and the stock trading application is a master stock trading application operating in a master stock trading mode using the master identification code and , is divided into a slave stock trading application that operates in a slave stock trading mode using the slave identification code, and the master stock trading application generates the information on the trading setting value and the purchase item as a two-dimensional code to create a master stock trading terminal output through or generated as an encrypted message and transmitted to the slave stock trading terminal in which the slave stock trading application operates through the stock trading server, at least one of the trading setting value and the purchase item in the master stock trading mode When a change occurs, it is generated as a two-dimensional code and output through the master stock trading terminal, or generated as an encrypted message and transmitted to the slave stock trading terminal through the stock trading server, the slave stock trading application, the When the 2D code received from the master stock trading application is scanned through the slave stock trading terminal, or when the application agreement is confirmed after receiving the message, information on at least one of the 2D code or the transaction setting value and the purchase item included in the message It can be applied immediately and synchronized with the stock information of the master stock trading application.

According to the present invention, it is possible to provide a system in which a user can automatically trade stocks using a swing trading technique with a set value derived by deriving a trading pattern and set value that minimizes the probability of investment loss and has a low risk. .

1 is a schematic diagram showing the overall configuration of an automatic stock trading system based on a swing trading technique according to an embodiment of the present invention.
2 is a graph showing trading results (buy line, sell line) obtained through a swing trading-based automatic stock trading program according to an embodiment of the present invention.
3 and 4 are diagrams illustrating a method for synchronizing stock transaction information added according to an embodiment of the present invention.

Terms used in this specification will be briefly described, and the present invention will be described in detail.

The terms used in the present invention have been selected as currently widely used general terms as possible while considering the functions in the present invention, but these may vary depending on the intention or precedent of a person skilled in the art, the emergence of new technology, and the like. In addition, in a specific case, there is a term arbitrarily selected by the applicant, and in this case, the meaning will be described in detail in the description of the corresponding invention. Therefore, the term used in the present invention should be defined based on the meaning of the term and the overall content of the present invention, rather than the name of a simple term.

When a part "includes" a certain element throughout the specification, this means that other elements may be further included, rather than excluding other elements, unless otherwise stated. In addition, terms such as "...unit" and "module" described in the specification mean a unit that processes at least one function or operation, which may be implemented as hardware or software, or a combination of hardware and software. .

Hereinafter, with reference to the accompanying drawings, embodiments of the present invention will be described in detail so that those of ordinary skill in the art can easily carry out the embodiments of the present invention. However, the present invention may be embodied in many different forms and is not limited to the embodiments described herein. And in order to clearly explain the present invention in the drawings, parts irrelevant to the description are omitted, and similar reference numerals are attached to similar parts throughout the specification.

1 is a schematic diagram showing the overall configuration of a stock automatic trading system based on a swing trading technique according to an embodiment of the present invention, and FIG. 2 is a trading result obtained through a swing trading based automatic stock trading program according to an embodiment of the present invention. It is a graph showing (buy line, sell line).

Referring to FIG. 1 , the automatic stock trading system 100 based on the swing trading technique according to an embodiment of the present invention includes at least one of a stock trading server (or securities company server) 100 and a stock trading application 200 . can

The stock trading server 100 receives basic stock information from the Korea Exchange server 1 , generates stock investment information using stock information analysis technology based on the basic stock information, and from the stock trading application 100 . Real-time stock trading can be carried out according to the received trading order.

The stock trading server 100 is connected to the Korea Exchange server 1 through a communication network to receive basic stock information from the Korea Exchange server 1 . The stock trading server 100 generates securities investment information using various securities information analysis techniques based on the basic securities information and transmits the information to the HTS. Here, the securities investment information may include stock prices, balances, and indicators by stock or overall stock market conditions. Specifically, the stock price may include the present price, execution price, real-time closing price, day-to-day comparison, fluctuation rate, ask price, bid price, bid price, cumulative trading volume, cumulative contract amount, cumulative transaction value, market price, high price, low price, etc. for various stocks. The balance includes account number, item code, industry code, item name, present price, execution price, real-time closing price, holding quantity, unit purchase price, total purchase price, orderable quantity, net purchase quantity on the day, selling/purchase classification, total selling profit/loss on the day, deposit, It may include ask price, bid price, base price, profit/loss ratio, and the like. A user can search for a desired item using the index, and the index provided by the stock trading server 100 includes a range designation index, a market price analysis index, a technical analysis index, a pattern analysis index, a financial analysis index, a ranking analysis index, and the like. include Specifically, the range designation index can specify whether it is an exchange stock or a KOSDAQ stock, a capital range, a present price range, a trading volume range, and the like. The price analysis index can specify price conditions, bid balance, transaction volume/transaction value, expected execution, and transaction agent. For technical analysis indicators, moving average of stock price, moving average of trading volume, trend indicator, momentum indicator, channel indicator, volatility indicator, trading volume indicator, etc. can be designated. The stock trading server 100 acts on behalf of the trading order requested from the stock trading application 200 .

The stock trading server 100 has the same configuration as a typical web server in terms of hardware, and is implemented through various types of languages such as C, C++, Java, Visual Basic, Visual C, etc. in software to provide various functions. It may include a program module that does In addition, it is provided in various ways depending on the operating system such as DOS, Windows, Linux, Unix, macintosh, Android, and iOS in general server hardware. It can be implemented using a web server program being developed.

The stock trading application 200 may access a stock trading server using an open API to receive securities investment information, and select a purchase item that satisfies at least one index configuration value set in advance based on the securities investment information. have. In other words, during the intraday buying time, it is possible to capture buying stocks that satisfy the index composition value through algorithmic calculation.

In addition, the stock trading application 200 transmits to the stock trading server 100, the trading setting value for the trading condition is stored mutably, and the trading order for the purchase item and the holding item that reaches the transaction setting value is transmitted to the stock trading server 100 so that the real-time transaction is performed. You can request it to be done. In this embodiment, the transaction setting value may include a basic setting value, a selling setting value, and a purchase setting value, and the basic setting value is a setting value for purchasing at 1% weight per item based on the deposit and the selling setting value is the setting value to proceed with selling the holding item when the holding item rises by +3% due to market price fluctuations. It may mean a set value for proceeding with an additional purchase for the corresponding holding item by the current holding amount of the item.

For example, assuming that 10 million won is currently deposited in a securities account as deposits, the default value of 1% per stock is set, and there are purchase stocks of A, B, C, and D, For item B, 1% of the 10 million won deposit in the account, or 100,000 won worth, is purchased, for item C, 1% of the 10 million won deposit in the account is purchased. You can purchase 100,000 won worth of stock, and you can purchase 100,000 won worth of stock D, which is 1% of the 10 million won deposit in your account. In other words, if you purchase item B after purchasing item A, the deposit amount is 1% based on the initial deposit of KRW 10 million, instead of the remaining deposit of KRW 9.9 million after purchasing item A. it will be done

In addition, if the stocks purchased through the above process reach -20%, additional purchases can be made as much as the stocks in question. For example, if you buy stock A worth 100,000 won, if stock A falls by -20%, you can make the first additional purchase. After the first additional purchase of stock A, the holding amount becomes 200,000 won. After that, if stock A falls by -20%, the second additional purchase of 200,000 won worth of stock A is carried out, and after the second additional purchase of stock A, the holding amount becomes 400,000 won, and other B, C, Stock D can also be purchased additionally in the same way.

When the default setting value according to this embodiment is applied, when the stock price falls due to a sharp drop in the market price, the risk can be reduced because additional purchases are made at a low weight of 1% per stock based on the deposit. In addition, since the proportion of each stock is not large, liquidity for funds can be secured, enabling smooth buying and selling of new stocks. Of course, the above setting values can be changed by the user through customization, but the weight per item, the reference value of buying, and the reference value of selling are all applicable. It is advisable to proceed with careful consideration.

On the other hand, the stock trading application 200 may use a conditional search formula composed of various indices provided by the stock trading server 100 in order to search for a stock that the user wants. In the present invention, the conditional search expression consists of one or more indicators. In many securities companies, in order to prevent a heavy load on the stock trading server 100, the number of indexes that can be entered into one conditional search expression is limited, and the number of indexes between the conditional search expressions is limited. Combinations are not allowed.

The stock trading application 200 is software or computer program for an open API for accessing the stock trading server 100 through the open API. The stock trading application 200 may be application software downloaded by the user to his/her user terminal 10 using an external platform. Also, the stock trading application 200 of the present invention may be software installed in the user terminal 10 by default in conjunction with the operating system software of the user terminal 10 . The stock trading application 200 includes a library configuration file including an application execution module, a communication module, a TCP/IP connection module with a server, a communication encryption module, an extrusion module, and a program data file including a data file for communication, and account related It may include system data files including data files, data files related to communication properties, and the like.

The stock trading application 200 may include a communication module, an order execution unit, a control unit, an order condition setting unit, a conditional search expression calculation unit and a database, but with this configuration, the stock trading application 200 according to the present embodiment It is not limiting.

The communication module performs wired/wireless communication with the stock trading server 100 via an open API. Specifically, the communication module receives information on stock quotes, balances, and conditional search expressions from the stock trading server 100 , and transmits the corresponding order information to the stock trading server 100 when an order decision is made from the order execution unit.

When the item of interest is confirmed, the order execution unit determines whether to transmit a trading order for the item of interest to the stock trading server 100 by comparing the user's balance with the order condition. The order execution unit extracts the total trading amount per item or the total number of stocks traded from the balance and order conditions. For example, with respect to the items of interest retrieved from the purchase modification condition search formula, the order execution unit compares the purchase order condition with the user's balance, and the total purchase amount or the total number of purchased stocks of the item in the balance is higher than the purchase order condition. If it is small, a buy order is determined for the remaining amount or the remaining quantity. On the other hand, if the total purchase amount or total number of stocks in the stock in the balance is equal to or greater than the purchase order condition, the order execution unit does not create a buy order. Conversely, for example, for an interest item retrieved from the modified condition for sale search formula, the order execution unit compares the order condition for sale with the user's balance, and the total sold amount or total number of stocks sold for the item in the balance is the order condition for sale. If it is less than that, a sell order is decided for the remaining amount or quantity. At this time, if the total sold amount or the total number of stocks sold is equal to or greater than the order condition for sale, the order execution unit does not create a sell order. Furthermore, if the trading order for the item of interest is transmitted to the stock trading server 100 but the transaction is not executed and the item of interest deviates from the order condition while it is in the waiting state, the order execution unit can automatically cancel the trade order. .

The order condition setting unit sets order conditions for selecting a trading target from among the items of interest. The order conditions include purchase order conditions and sell order conditions. The order condition may be an order price, a total trading amount per item, the total number of stocks traded per item, a rate of return relative to the purchase unit price, or a combination thereof. For example, the order price and the total trading amount per item may be set as order conditions, and as another example, the order price and the total number of stocks sold per item may be set. The order price may correspond to the present price, market price, upper limit price, lower limit price, buy/sell Nos. 1 to 10, or a combination thereof. As an order condition for selling, you can use the rate of return relative to the purchase unit price. For example, you can set the order condition to sell the stock you hold when the stock price of the relevant stock rises or falls by several to tens of percent compared to the purchase unit price.

The conditional search expression calculation unit calculates or combines one or more conditional search expressions received from the stock trading server 100 with each other so that a user's desired search result can be accurately obtained. Specifically, the conditional search expression operator may generate a modified conditional search expression by variously transforming two or more conditional search expressions using an intersection (AND), union (OR), complement (NOT), or a combination thereof. In other words, two or more conditional search expressions may be combined by an AND operator, an OR operator, a NOT operator, or a combination operator thereof. For example, if 10 conditional search expressions each consist of 20 indicators, the modified conditional search expression consists of 200 indexes. Therefore, when using the trading application of the present invention, a user can search for a desired item more accurately than searching for a stock using the HTS provided by a securities company. The conditional search expression calculation unit searches all stocks included in the stock price in real time by using the modified conditional search expression, and extracts stocks corresponding to the condition (hereinafter referred to as 'items of interest'). The modified conditional search expression may include a buy modified conditional search expression (BUY) and a sell modified conditional search expression (SELL).

The control unit performs overall control of the stock trading application (200).

The user terminal 10 includes a smart phone, a tablet PC, a laptop computer, an electronic book terminal, a digital broadcasting terminal, a PDA (Personal Digital Assistants), a PMP (Portable Multimedia Player), an MP3 player, a digital It may be a camera or a navigation device, but is not limited thereto.

As an example of a wireless communication network of an Internet network connecting between the user terminal 10 and the stock trading server 200 according to the present embodiment, technical standards or communication methods for mobile communication (eg, Global System (GSM) for Mobile communication), CDMA (Code Division Multi Access), CDMA2000 (Code Division Multi Access 2000), EV-DO (Enhanced Voice-Data Optimized or Enhanced Voice-Data Only), WCDMA (Wideband CDMA), HSDPA (High Speed Downlink) Packet Access), High Speed Uplink Packet Access (HSUPA), Long Term Evolution (LTE), Long Term Evolution-Advanced (LTE-A), 5G, etc.) no. In addition, an example of the wired communication network may be a closed network such as a local area network (LAN) or a wide area network (WAN), and preferably an open network such as the Internet. The Internet is a TCP/IP protocol and several services existing in its upper layers, namely HTTP (HyperText Transfer Protocol), Telnet, FTP (File Transfer Protocol), DNS (Domain Name System), SMTP (Simple Mail Transfer Protocol), SNMP ( It refers to a worldwide open computer network structure that provides Simple Network Management Protocol), NFS (Network File Service), and NIS (Network Information Service).

3 and 4 are diagrams illustrating a method for synchronizing stock transaction information added according to an embodiment of the present invention.

The stock transaction server 100 may allocate a master identification code and a slave identification code for sharing stock transaction information, respectively, as shown in FIG. 3 . Synchronization of stock trading information according to this embodiment is for sharing stock information among close people such as family, friends, and acquaintances. It may be implemented as an optional configuration in order to be provided, and may be omitted if necessary.

The stock trading application 200 is, as shown in FIG. 3, the master stock trading application 210 operating in the master stock trading mode using the master identification code, and the slave operating in the slave stock trading mode using the slave identification code. It may be divided into a stock trading application 220 . More specifically, when the master identification code and the slave identification code allocated from the stock trading server 100 are transmitted to the master stock trading terminal 11 (here, it means a terminal or application of a target to operate in the master stock trading mode) ), the master stock trading terminal 11 selects or inputs the master identification code into a specific input window so that the corresponding application or terminal becomes the master, and when the slave identification code is transmitted to the application or terminal to operate in the slave stock trading mode, the corresponding The application and the terminal are registered as the slave stock trading application 220 and the slave stock trading terminal 12, and the master and slave relationship is established in sharing stock information between the two through a phone number, a terminal identification number, or an application ID. The stock trading server 100 can register and recognize the master stock trading terminal 11 and the slave stock trading terminal 12 as master and slave, respectively.

The master stock trading application 210 generates a two-dimensional code (QR code or barcode) of information about the transaction setting value and purchase item that is set and defined in advance and outputs it through the screen of the master stock trading terminal 11 or , may be generated as an encrypted message and transmitted to the slave stock trading terminal 12 in which the slave stock trading application 220 operates through the stock trading server 100 . At this time, the master stock trading application 210, when a change occurs in at least one of the trading setting value and the purchase item in the master stock trading mode, for example, changing the default setting value, changing the purchase setting value, When the selling setting value is changed or the information on the purchase item is updated or changed through this, information including such a change is generated as a two-dimensional code (QR code or barcode) on the screen of the master stock trading terminal 11 It can be output through or generated as an encrypted message and transmitted to the slave stock trading terminal 12 through the stock trading server 100 .

The slave stock trading application 220 scans the two-dimensional code (QR code or barcode) received from the master stock trading application 110 through the slave stock trading terminal 12, or when the application agreement is confirmed after receiving a message , a two-dimensional code (QR code or barcode) or information on at least one of a transaction setting value and a purchase item included in the message may be immediately applied to perform synchronization with the stock information of the master stock trading application 220 . In this case, the two-dimensional code and the message may include an execution command for each information, or the slave stock trading application 200 may be configured to operate with a preset execution command upon reception of the two-dimensional code and the message.

As described above is only one embodiment for implementing the automatic stock trading system based on the swing trading technique according to the present invention, the present invention is not limited to the above embodiment, and as claimed in the claims below Without departing from the gist of the present invention, it will be said that the technical spirit of the present invention exists to the extent that various modifications can be made by anyone with ordinary knowledge in the field to which the present invention belongs.

1000: Automatic stock trading system based on swing trading technique
100: stock trading server
200: stock trading application
210: Master stock trading application
220: slave stock trading application
10: user terminal
11: Master stock trading terminal
12: slave stock trading terminal

Claims (3)

a stock trading server that receives basic stock information from the Korea Exchange server, generates stock investment information using stock information analysis technology based on the basic stock information, and performs real-time stock trading according to a user's trading order; and
Accessing the stock trading server using an open API to receive the securities investment information, selecting a purchase item that satisfies at least one index configuration value set in advance based on the securities investment information, and setting a transaction for trading conditions and a stock trading application in which a value is stored mutably and transmits a trading order for a purchase item and a holding item that reaches the transaction setting value to the stock transaction server,
The stock trading server,
Allocating a master identification code and a slave identification code for sharing stock transaction information,
The stock trading application,
It is divided into a master stock trading application operating in a master stock trading mode using the master identification code, and a slave stock trading application operating in a slave stock trading mode using the slave identification code,
The master stock trading application is,
A slave stock trading terminal in which the information on the trading setting value and the purchase item is generated as a two-dimensional code and output through the master stock trading terminal, or generated as an encrypted message and the slave stock trading application is operated through the stock trading server However, in the master stock trading mode, when at least one of the transaction setting value and the purchase item changes in the master stock trading mode, it is generated as a two-dimensional code and output through the master stock trading terminal, or generated as an encrypted message and the stock Transmitting to the slave stock trading terminal through the trading server,
The slave stock trading application is,
When the two-dimensional code received from the master stock trading application is scanned through the slave stock trading terminal, or the application agreement is confirmed after receiving the message, information on at least one of the two-dimensional code or the transaction setting value and the purchase item included in the message to immediately apply and synchronize with the stock information of the master stock trading application,
The stock trading server,
Allocating the master identification code and the slave identification code for sharing stock trading information, respectively, and transmitting it to the stock trading application,
The stock trading application,
The stock trading application that has received both the master identification code and the slave identification code receives the master identification code through a specific input window and is registered as the master stock trading application, and the slave identification code from the registered master stock trading application The stock trading application that receives and receives the slave identification code through a specific input window is registered as the slave application, and is divided into the master stock trading application and the slave stock trading application,
The two-dimensional code and message generated by the master stock trading application includes a preset execution command for the transaction setting value and information on the purchase item, so that the slave stock trading application scans the corresponding two-dimensional code or the message When consent is confirmed when receiving of Automatic stock trading system based on swing trading technique.
According to claim 1,
The stock trading application,
An automatic stock trading system based on swing trading, characterized in that during the intraday buying time, buying stocks that satisfy the index configuration value are captured through algorithmic calculation.
According to claim 1,
The transaction setting value is
The default setting value for purchasing at 1% weight per stock based on the initial deposit,
Set selling value to proceed with selling the holdings in case of a +3% increase due to market price fluctuations;
Automatic stock trading system based on a swing trading technique, characterized in that it includes an additional purchase setting value to proceed with additional purchases of the corresponding holdings by the current holding amount of the holdings in case of a -20% drop due to market price fluctuations.

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