KR102627118B1 - Server for prviding personalization services of stock information and method thereof - Google Patents

Abstract

A server and method for stock information personalization service are disclosed. A server for stock information personalization service according to an aspect of the present invention includes a communication interface and a processor connected to the communication interface, wherein the processor determines preset variables for each item for each account based on pre-stored stock-related data. A service balance table is created by calculating the rankings for each service, and based on the service balance table, a service average table, a service average price distribution table, a service inflow/outflow account count table, a service inflow item ranking table, a service outflow item ranking table, and a service outflow item ranking table. A database can be built by creating at least one table among the individual investor composition table, the service item ranking table by individual investor composition, and the service item view volume table.

Description

Server for stock information personalization service and method {SERVER FOR PRVIDING PERSONALIZATION SERVICES OF STOCK INFORMATION AND METHOD THEREOF}

The present invention relates to a server and method for stock information personalization service, and more specifically, to personalization of stock information that allows comprehensive investment status information for stock items and one's ranking compared to investors holding the same item. It relates to a server for service and its method.

In general, each securities company and financial company provides the Mobile Trading System (MTS), a service that allows investors to trade cyber securities within their homes. Each securities company and financial company provides a mobile trading program for cyber securities trading services, and is building a cyber securities trading system corresponding to the mobile trading program in the securities company system.

Individual investors use services provided by the Mobile Trading System (MTS) to invest in securities by obtaining investment information, placing orders, and checking the results.

The stock trading order service using the mobile trading system involves entering stock items, trading quantity, and trading price into the order window created by the mobile trading program, and the mobile trading program places the corresponding stock trading order through the cyber securities trading system. This is done by providing. In addition, stock trading order confirmation in the mobile trading program receives and displays the trading results from the cyber stock trading system as soon as the ordered trade is concluded and informs the investor.

However, the mobile trading system currently available simply provides individual investors with transaction details, recent market conditions, and stock information.

In general, individual investors provide not only market conditions and information before or at the time of making an investment decision, but also comprehensive investment status information such as the number of views on the stock item and the investment expert's holding status, and their ranking compared to investors holding the same item. want to understand

Accordingly, there is a need to develop technology that allows comprehensive investment status information, such as the number of views on stock items and the holding status of investment experts, as well as one's ranking compared to investors holding the same items.

The background technology of the present invention is disclosed in Republic of Korea Patent No. 10-0592869 (Notice dated June 26, 2006, Method, system and recording medium for providing real-time securities information).

The purpose of the present invention is to provide a server and method for providing comprehensive investment status information on stock items and a stock information personalization service that allows investors to determine their ranking compared to investors holding the same item.

The problem to be solved by the present invention is not limited to the problem(s) mentioned above, and other problem(s) not mentioned will be clearly understood by those skilled in the art from the description below.

The server for stock information personalization service according to one aspect of the present invention includes a processor connected to a communication interface, wherein the processor ranks the preset variables of each item for each account based on pre-stored stock-related data. Calculate and create a service balance table, and based on the service balance table, a service average table, a service average price distribution table, a service inflow/outflow account count table, a service inflow item ranking table, a service outflow item ranking table, and a service individual investor composition table. , the database can be built or updated by creating at least one table of the service item ranking table by individual investor configuration and the service item view volume table.

In the present invention, the stock-related data may include at least one of balance data for each account, item data, account data, stock due date balance data for each day, stock data for majority shareholders, and revised closing price data collected by applying daily batches.

In the present invention, when receiving a request for comprehensive investment status information for a specific item from a user device through the communication interface, the processor provides investor information, view count information, new purchase/entire sale information, inflow item information, and outflow information for the specific item. Comprehensive investment status information including at least one of item information, average purchase price information, and individual investor composition information may be obtained from the database, and the obtained comprehensive investment status information may be provided to the user device.

In the present invention, the processor obtains investor information including at least one of the total number of investors, average rate of return, total holding quantity, and average unit price of the specific item from the service average table, and obtains investor information from the service item view volume table. Obtain information on the number of views including the number of views of a specific item and the number of registrations for items of interest, and obtain new sales/all sales information including the number of inflow and outflow accounts by date for the specific item from the service inflow/outflow account count table. And, from the service average unit price distribution table, obtain average purchase price information including at least one of the average unit price for each preset section for the specific item, the standard closing price, the loss investor ratio, and the profit investor ratio, and the service inflow item ranking table. Obtain inflow item information including the inflow items and the inflow amount ratio of each inflow item for each preset standard period from the service outflow item ranking table, and outflow items for each preset standard period from the service outflow item ranking table. And information on leaked items including the outflow amount ratio of each leaked item is obtained, and investment skills for the specific item, investment skills by age group and asset size are obtained from the service individual investor composition table and the service individual investor composition table for ranking of items held by each service individual investor composition. You can obtain information on the composition of individual investors, including the ratio of general investors and the ranking of stocks held by investment experts and general investors.

In the present invention, when receiving a request for highlight information about a specific item from a user device through the communication interface, the processor calculates the return on investment, valuation profit and loss, holding quantity, purchase unit price, and and user ranking information for at least one of the retention periods may be provided.

In the present invention, the processor obtains ranking information on at least one of the return on investment, valuation profit and loss, quantity held, purchase price, and holding period for the user's specific item from the service balance table stored in the database, and obtains ranking information on the user device. can be provided to.

In the present invention, the processor is characterized in that, when a request to share highlight information for the specific event is received from the user device, the highlight information for the specific event can be shared with other users.

In the present invention, the processor extracts data related to items held by each account based on pre-stored balance data, selects target items using item information in the stock item table, and selects target accounts using account information in the account table. selection, calculating the holding period of the target stock using the stock due date balance table by date, removing major shareholder accounts using the major shareholder equity stock table, and removing average unit price outlier data using the modified closing price table, thereby creating a temporary service balance table. By generating and calculating the ranking of the preset variables of the target item for each account and the upper distribution ratio according to the ranking based on the temporary service balance table, the ranking and upper distribution ratio for each variable of each item for each account are calculated. You can create a service balance table that includes:

In the present invention, the preset variables may include at least one of balance quantity, purchase price, valuation profit or loss, holding period, and rate of return.

In the present invention, the processor calculates the average and total data of each item based on the account data and item data of the service balance table, thereby calculating at least one of the total number of accounts for each item, total quantity held, average purchase price, and average rate of return. You can create a service average table with one item.

In the present invention, the processor calculates the average unit price for each preset distribution section for each item based on the account data and item data of the service balance table, and compares the previous day's closing price and the average unit price for each account for each item to obtain profit/loss ratio and loss. By calculating the ratio, it is possible to create a service average unit price distribution table with at least one of the average unit price, profit/loss ratio, and loss ratio for each item's distribution section as an item.

In the present invention, the processor calculates the number of inflow accounts or outflow accounts for each item by comparing the service balance table of the base date and the day before the base date, thereby providing service inflow/outflow with the number of inflow accounts and outflow accounts by date for each item as items. You can create an account count table.

In the present invention, the processor compares the service balance table within the base date and base period for each item and calculates the ranking data of items sold before purchasing the item based on the selling amount, thereby calculating the inflow amount for each item and the inflow amount for each inflow item. And a service inflow item ranking table can be created with the ranking of each inflow item as an item.

In the present invention, the processor compares the service balance table within the base date and base period for each item and calculates the ranking data of items purchased after selling the item based on the purchase amount, thereby calculating the outflow amount for each item and the inflow amount for each outflow item. And a ranking table of service leakage items can be created with the ranking of each leakage item as an item.

In the present invention, the processor divides customers for each item into at least one section of asset size, age group, and investment skill based on the service balance table and customer information table, and divides each section into at least one section based on the number of investors and the amount held. By calculating the data, it is possible to create a service individual investor composition table with the number of investors and investment amount for each section as items.

In the present invention, the processor calculates the balance of customers held by each item based on the service balance table and the service personal investment composition table, and calculates ranking data for other held items based on the number of investors and the amount held, thereby holding each item. It is possible to create a table of rankings of stocks held by service individual investor composition, with at least one of the items held by the customer, the number of accounts holding the standard stocks and their rankings, the total evaluation amount of the stocks held by the standard stocks, and their rankings.

In the present invention, the processor calculates the number of searches/views for each item and the number of interest item registrations for a certain period of time based on customer behavior data, thereby generating a service item view volume table with the number of searches/views for each item and the number of interest item registrations as items. .

A method for stock information personalization service according to another aspect of the present invention is when the service server receives a request signal for comprehensive investment status information for a specific stock from a user device, investor information, view count information, and new purchase information for the specific stock. / Obtaining comprehensive investment status information from a database, including at least one of full sale information, inflow item information, outflow item information, average purchase price information, and individual investor composition information, and the service server, the obtained comprehensive information and providing investment status information to the user device.

The present invention provides, when the service server receives a highlight information request signal for a specific item from the user device, the return on investment, valuation profit and loss, holding quantity, purchase price, and holding period for the user's specific item from the database. It may further include obtaining ranking information for at least one item and providing it to the user device.

The present invention includes the steps of generating a service balance table by calculating the ranking of preset variables of each item for each account, and based on the service balance table, a service average table, a service average price distribution table, and a service inflow/outflow account count table. , building or updating the database by creating at least one table of a service inflow item ranking table, a service outflow item ranking table, a service individual investor composition table, a service item ranking table by composition, and a service item view volume table. may further include.

In addition to this, other methods for implementing the present invention, other systems, and computer programs for executing the methods may be further provided.

The server and method for stock information personalization service according to an embodiment of the present invention provide comprehensive investment status information on stock items, such as the number of views for specific items and the holding status of investment experts/high net worth individuals. It can provide new investment information that has not been available before, it can provide investment insight for small-cap stocks where traditional investment information is scarce, and it can provide information delivery and fun elements through visualization that allows you to experience daily data changes. there is.

In addition, the server and method for stock information personalization service according to an embodiment of the present invention can satisfy the need to check one's location among customers holding the same stock by providing highlight information, and can satisfy the needs of customers who own the same stock by day and stock by stock. Users can check changes in their own rankings according to changes in trading and market conditions, and can encourage trading of the items they own by providing services for them.

In addition, the server and method for stock information personalization service according to an embodiment of the present invention can share investment results by sharing highlight information with other users, thereby strengthening competitive psychological stimulation and fun elements. .

Meanwhile, the effects of the present invention are not limited to the effects mentioned above, and various effects may be included within the range apparent to those skilled in the art from the contents described below.

1 is a diagram for explaining a system for stock information personalization service according to an embodiment of the present invention.
Figure 2 is a block diagram schematically showing the configuration of a service server according to an embodiment of the present invention.
Figure 3 is an exemplary diagram for explaining comprehensive investment status information according to an embodiment of the present invention.
Figure 4 is an exemplary diagram for explaining highlight information according to an embodiment of the present invention.
Figure 5 is a flowchart illustrating a method for stock information personalization service according to an embodiment of the present invention.

Hereinafter, a server and method for stock information personalization service according to an embodiment of the present invention will be described with reference to the attached drawings. In this process, the thickness of lines or sizes of components shown in the drawing may be exaggerated for clarity and convenience of explanation.

Additionally, implementations described herein may be implemented as, for example, a method or process, device, software program, data stream, or signal. Although discussed only in the context of a single form of implementation (eg, only as a method), implementations of the features discussed may also be implemented in other forms (eg, devices or programs). The device may be implemented with appropriate hardware, software, firmware, etc. The method may be implemented in a device such as a processor, which generally refers to a processing device that includes a computer, microprocessor, integrated circuit, or programmable logic device. Processors also include communication devices such as computers, cell phones, portable/personal digital assistants (“PDAs”) and other devices that facilitate communication of information between end-users.

Additionally, the terms used in this specification are only used to describe specific embodiments and are not intended to limit the present invention. Singular expressions include plural expressions unless the context clearly dictates otherwise. In this application, terms such as “comprise” or “have” are intended to designate the presence of features, numbers, steps, operations, components, parts, or combinations thereof described in the specification, but are not intended to indicate the presence of one or more other features. It should be understood that this does not exclude in advance the possibility of the existence or addition of elements, numbers, steps, operations, components, parts, or combinations thereof. Terms such as first, second, etc. may be used to describe various components, but the components should not be limited by these terms. The above terms are used only for the purpose of distinguishing one component from another.

Hereinafter, embodiments according to the present invention will be described in detail with reference to the accompanying drawings. In the description with reference to the accompanying drawings, identical or corresponding components are assigned the same drawing numbers and duplicate descriptions thereof are omitted. I decided to do it.

1 is a diagram for explaining a system for stock information personalization service according to an embodiment of the present invention.

Referring to FIG. 1, a system for stock information personalization service according to an embodiment of the present invention includes a user device 100 and a service server 200.

The user device 100 may receive comprehensive investment status information for each stock item or information on its ranking compared to investors holding the same item from the service server 200 through the stock service app provided by the service server 200.

These user devices 100 include desktop computers, smartphones, laptops, tablet PCs, smart TVs, mobile phones, personal digital assistants (PDAs), laptops, media players, micro servers, and global positioning system (GPS) devices operated by the user. It may be, but is not limited to, an e-book terminal, digital broadcasting terminal, navigation, kiosk, MP3 player, digital camera, home appliance, and other mobile or non-mobile computing devices. Additionally, the user device 100 may be a wearable terminal such as a watch, glasses, hair band, or ring equipped with communication functions and data processing functions. The user device 100 is not limited to the above, and any terminal capable of web browsing may be used without limitation.

The service server 200 generates a service balance table based on at least one of account balance data, item data, account data, stock date balance data by date, major shareholder equity stock data, and revised closing price data, and creates a service balance table based on the service balance table. Service average table, service average price distribution table, service inflow/outflow account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service individual investor composition ranking table and service item view volume table The database 230 can be built or updated by creating at least one table. At this time, the service server 200 may update the database 230 by applying the daily batch based on the data collected by the daily batch.

Additionally, the service server 200 may provide comprehensive investment status information for the stock being searched to a user searching for a stock stock, and provide ranking information compared to the average of investors holding the same stock to a user owning the stock.

For a detailed description of this service server 200, refer to FIG. 2.

Figure 2 is a block diagram schematically showing the configuration of a service server according to an embodiment of the present invention, Figure 3 is an example diagram for explaining comprehensive investment status information according to an embodiment of the present invention, and Figure 4 is a diagram showing the configuration of a service server according to an embodiment of the present invention. This is an example diagram for explaining highlight information according to an embodiment.

Referring to FIG. 2, the service server 200 according to an embodiment of the present invention includes a communication interface 210, a memory 220, a database 230, and a processor 240.

The communication interface 210 is a communication interface necessary to provide transmission and reception signals in the form of packet data between the service server 200 and the user device 100 or between the service server 200 and an external server (or device) in conjunction with a communication network ( 210) can be provided. In particular, the communication interface 210 receives a comprehensive investment status information request signal or a highlight information request signal from the user device 100, and sends comprehensive investment status information for the item to the user device as a response to the comprehensive investment status information request signal. It can be transmitted to (100) and perform the role of transmitting ranking information compared with the average of investors holding the same item to the user device (100) as a response to the highlight information request signal. Additionally, the communication interface 210 may be a device that includes hardware and software necessary to transmit and receive signals such as control signals or data signals through wired or wireless connections with other network devices. Additionally, the communication interface 210 may be implemented in various forms such as a short-distance communication module, a wireless communication module, a mobile communication module, and a wired communication module.

The memory 220 is a component that stores data related to the operation of the service server 200. In particular, the memory 220 includes a service balance table, a service average table, a service average price distribution table, a service inflow/outflow account count table, a service inflow item ranking table, a service outflow item ranking table, a service individual investor composition table, and a service individual investor composition table. An application (program or applet) that builds the database 230 by creating at least one table of the star holding item ranking table and the service item view volume table may be stored, and the stored information may be stored in the processor 240 as needed. It can be selected by . That is, the memory 220 stores various types of data generated during the execution of an operating system or application (program or applet) for driving the service server 200. At this time, the memory 220 refers to a non-volatile storage device that continues to retain stored information even when power is not supplied, and a volatile storage device that requires power to maintain the stored information. Additionally, the memory 220 may perform a function of temporarily or permanently storing data processed by the processor 240. Here, the memory 220 may include magnetic storage media or flash storage media in addition to volatile storage devices that require power to maintain stored information, but the scope of the present invention is limited thereto. It doesn't work.

The database 230 may include a first database 232 and a second database 234.

The first database 232 may store stock-related data including balance data by account, item data, account data, stock due date balance data by date, major shareholder equity stock data, revised closing price data, etc. Stock-related data stored in the first database 232 may be data collected by the processor 140 by applying a daily batch.

The second database 234 includes a service balance table, a service average table, a service average price distribution table, a service inflow/outflow account count table, a service inflow item ranking table, a service outflow item ranking table, and a service individual table generated by the processor 240. An investor composition table, a ranking table of items held by service individual investor composition, and a service item view volume table may be stored.

The database 230 may include a relational database management system (RDBMS).

In the embodiment of the present invention, the first database 232 and the second database 234 are described separately, but the first database 232 and the second database 234 may be implemented as one database.

Additionally, in the embodiment of the present invention, the database 230 is described as being provided inside the service server 200, but the database 230 may be provided on an external server (e.g., a securities company server, a bank server, etc.).

Processor 240 (240) is a component that controls the overall operation of the service server 200 and may be implemented as an integrated circuit, system-on-chip, or mobile AP.

The processor 240 generates a service balance table by calculating the ranking of preset variables for each item for each account based on stock-related data stored in the first database 232, and generates a service balance table based on the service balance table. At least one of the table, service average price distribution table, service inflow/outflow account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service individual investor composition ranking table, and service item view volume table. The second database 234 can be built or updated by creating one table. At this time, the processor 240 applies the daily batch to configure the service balance table, service average table, service average price distribution table, service inflow/outflow account count table, service inflow item ranking table, service outflow item ranking table, and service individual investor configuration. You can create a table, a ranking table of items held by service individual investor composition, a table of service item views, etc.

In addition, when the processor 240 receives a request for comprehensive investment status information for a specific item from the user device 100 through the communication interface 210, the processor 240 provides investor information, view count information, new purchase/entire sale information, and inflow for the specific item. Comprehensive investment status information including at least one of item information, leaked item information, average purchase price information, and individual investor composition information is obtained from the second database 234, and the obtained comprehensive investment status information is sent to the user device 100. can be provided to.

In addition, when the processor 240 receives a request for highlight information about a specific item from the user device 100 through the communication interface 210, the return on investment, valuation profit and loss, and holding quantity calculated by comparing the average of investors holding the specific item. , purchase price, and retention period, the user's ranking information can be provided.

Additionally, when the processor 240 receives a request to share highlight information for a specific event from the user device 100, the processor 240 may allow highlight information for the specific event to be shared with other users.

Hereinafter, the operation of the processor 240 will be described in detail.

The processor 240 may generate a service balance table by calculating the ranking of preset variables for each item for each account based on data stored in the first database 232. That is, the processor 240 extracts data related to items held by each account based on the balance data of the balance table stored in the first database 232, selects the target item using the item information in the stock item table, and selects the target item in the account table. Select the target account using the account information, calculate the holding period of the target stock using the stock due date balance table by date, remove major shareholder accounts using the majority shareholder equity stock table, and use the modified closing price table to determine average unit price outliers. By removing data, a temporary service balance table is created, and based on the temporary service balance table, the ranking of the preset variables of the target item for each account and the top distribution ratio according to the ranking are calculated, so that each variable of each item for each account is calculated. You can create a service balance table that includes the ranking and top distribution ratio for . Here, preset variables may include balance quantity, purchase price, valuation profit or loss, holding period, rate of return, etc.

Specifically, the processor 240 uses the balance table in which balance data is stored to extract data related to the items held in the account, such as the balance quantity, book value (purchase price based on transaction), current valuation amount, valuation profit and loss, and rate of return. can do.

Additionally, the processor 240 can use stock information in the stock stock table to select stocks listed on the KOSPI/KOSDAQ exchange as target stocks in the balance table. At this time, for data integrity, the processor 240 may exclude from the target stocks stocks with missing general stock data, such as ETFs, SPACs, and warrants, or stocks that are currently in a trading suspension or delisting state.

Additionally, the processor 240 may select a consignment trading account and a general trading account whose main purpose is stock trading as target accounts based on the account information in the account table. At this time, the processor 240 may exclude accounts that are dormant for a long period of time from the target accounts. Additionally, the processor 240 may exclude accounts of institutions that differ from general customer patterns from target accounts.

In addition, the processor 240 utilizes a table of stock due date balances by date (a table loaded with payment standard data by purchase time based on holding balances), and determines the difference between the current date and the past first inflow date based on the currently held stocks. The retention period can be calculated by calculating . In the case of the balance due date, the payment standard data is loaded and data D+2 days before the purchase date is missing, so the processor 240 calculates the purchase time of D+0 and D+1 based on the transaction date to calculate the holding period. You can.

Additionally, the processor 240 may remove major shareholder accounts using the major shareholder equity stock table and remove average unit price outlier data using the revised closing price table.

In the case of data on stocks held by major shareholders, since it is a factor that greatly affects the average data of customers, the processor 240 excludes from the target data of customers who meet a certain percentage (e.g., 80%) or more of the KOSPI/KOSDAQ major shareholder standard requirements. You can. Here, the KOSPI major shareholder requirement may be a person who satisfies the shareholding ratio (1%) or market capitalization (KRW 1 billion) of one shareholder and a specially related person. The KOSDAQ major shareholder requirement may be a person who satisfies the shareholding ratio (2%) or market capitalization (KRW 1 billion) of one shareholder and a specially related person.

Since there are cases where the customer's purchase price is omitted due to stock options, alternative stocking, etc., the customer can enter or modify the average price directly. However, when modifying the average unit price outside the normal market price range, it acts as a large noise in the average purchase unit price, so the processor 240 excludes cases where the customer's purchase unit price is outside the Min/Max range of the market price range from service. You can do it. The processor 240 uses the revised closing price table to calculate the Min/Max range and calculate the accurate price, calculates the price from 1990 to the present, and in cases where there is a change in price due to rights creation, the stock split coefficient is calculated. The normal market price range can be calculated by calculating it separately.

Additionally, the processor 240 may calculate a ranking for customer item data. At this time, the processor 240 can calculate the overall ranking for variables such as the balance quantity of each customer's item, purchase price, and valuation profit and loss, and calculate the top distribution ratio (%) according to the ranking value.

When a service balance table is created including the ranking and top distribution ratio for each variable of each item for each account, the processor 240 uses the service balance table to create a service average table, service average price distribution table, and number of service inflow/outflow accounts. You can create tables, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, service item view volume table, etc.

The processor 240 calculates the average and total data for each item based on the account data and item data of the service balance table, and calculates at least one of the total number of accounts held for each item, total quantity held, average purchase price, and average profit rate. You can create a service average table using . In other words, the processor 240 uses the service balance table to calculate basic statistics for each item, creating a service average table consisting of items such as the total number of accounts held, the total held quantity, our average purchase price, and our average rate of return. can be created. The service average table can provide a basis for comparing users' holdings with other investors.

In addition, the processor 240 calculates the average unit price for each preset distribution section for each item based on the account data and item data in the service balance table, and compares the previous day's closing price and the average unit price for each account for each item to calculate the profit/loss ratio and loss ratio. By calculating , it is possible to create a service average unit price distribution table with at least one of the average unit price, profit/loss ratio, and loss ratio for each item's distribution section as an item. Specifically, the processor 240 may divide the customer's purchase price range into top 10%, top 30%, top 50%, top 70%, top 90%, etc., and calculate the average unit price for each section. At this time, the processor 240 may calculate the average unit price for each distribution section using account data and item data of the service balance table. Additionally, the processor 240 can calculate the customer's profit/loss ratio and loss ratio by comparing the previous day's closing price of the relevant item and the average unit price for each account. In this way, when the average unit price ratio for each item, the profit and loss ratio and loss ratio for each customer are calculated, the processor 240 calculates the average unit price ratio for each item for each section, the customer's profit and loss ratio and loss ratio, etc. You can create a service average price distribution table.

In addition, the processor 240 calculates the number of inflow accounts or outflow accounts for each item by comparing the service balance table of the base date and the day before the base date, thereby providing service inflow/outflow with the number of inflow accounts and outflow accounts by date for each item as items. You can create an account count table. That is, the processor 240 can use the service balance table to create a service inflow/outflow account count table with items such as the number of inflow accounts and outflow accounts by item/date.

In addition, the processor 240 compares the service balance table within the base date and base period for each item and calculates the ranking data of items sold before purchasing the item based on the selling amount, thereby calculating the inflow amount for each item and the inflow amount for each inflow item. And a service inflow item ranking table can be created with the ranking of each inflow item as an item. At this time, the processor 240 may provide the reference period by dividing it into the previous day, one week, the lowest price date of one month, the lowest price date of three months, etc. Specifically, the processor 240 compares the service balance table within the standard date and standard period for each item to determine the ranking based on the selling amount of items sold 1 day prior to purchasing the item, the ranking based on the selling amount of items sold 7 days prior to purchasing, and the corresponding If a stock is purchased at the lowest price in one month, the ranking can be calculated based on the selling amount of the stock sold 1 day before, and if the stock is purchased at the lowest price in 3 months, the ranking can be calculated based on the selling amount of the stock sold 1 day before.

In addition, the processor 240 compares the service balance table within the base date and base period for each item and calculates ranking data for items purchased after selling the item based on the purchase amount, thereby calculating the outflow amount for each item and the inflow amount for each outflow item. And a ranking table of service leakage items can be created with the ranking of each leakage item as an item. At this time, the processor 240 may provide the reference period by dividing it into the next day, one week, the lowest price date in one month, and the lowest price date in three months. Specifically, the processor 240 compares the service balance table within the standard date and standard period for each item to determine the ranking based on the purchase amount of items purchased on the day after selling the item, the ranking based on the purchase amount of items purchased 7 days after selling, and the ranking of the relevant item. If the stock is sold at the highest price in one month, the ranking can be calculated based on the purchase amount of the stock purchased the next day, and if the stock is sold at the highest price in three months, the ranking can be calculated based on the purchase amount of the stock purchased the next day.

In addition, the processor 240 divides customers for each item into at least one section of asset size, age group, and investment skill based on the service balance table and customer information table, and provides ratio data based on the number of investors and holding amount for each section. By calculating , it is possible to create a service individual investor configuration table with the number of investors and investment amount for each section as items. That is, the processor 240 divides customers for each item into sections based on asset size, investment skills, and age group, generates data on the number of investors and proportion based on the amount held, and records the number of investors in each section and data on proportion based on the amount held, etc. You can create a service individual investor configuration table. Specifically, the processor 240 can use the rate of return data in the service balance table to define customers with the top 5% rate of return over the past three months as 'investment experts' and classify other customers as 'general customers'. Then, the processor 240 combines the service balance table and the customer information table to generate information on the asset size, age group, and investment skills of customers held by each item, and the proportion of each segment can be calculated based on the number of customers and investment amount. there is.

In addition, the processor 240 calculates the balance of customers held by each item based on the service balance table and the service personal investment composition table, and calculates ranking data for other held items based on the number of investments and amount held, so that the customers held by each item are calculated. It is possible to create a ranking table of items held by service individual investor composition, with at least one of the following items: holding standard items, number of holding standard item accounts and their rankings, total valuation amount of holding standard items, and their rankings. In other words, the processor 240 can aggregate the balance of customers holding each item and provide other items held based on the number of investments and the amount held. Specifically, the processor 240 can combine the service balance table and the service individual investor composition table to aggregate the balance of customers held by each item, and calculate ranking data by aggregating other held items based on the number of investors and holding amount. there is. Accordingly, the processor 240 may generate a table of rankings of stocks held by service individual investors, which includes items such as the standard stocks held by customers, the ranking of the number of accounts held by stocks, and the ranking of the total evaluation amount of stocks held by each stock.

In addition, the processor 240 calculates the number of searches/views and the number of interest item registrations for each item over a certain period of time based on customer behavior data, thereby creating a service item view volume table with the number of searches/views and interest item registrations for each item as items. . That is, the processor 240 can collect about 100 million pieces of customer behavior data generated daily, aggregate the number of searches/views for each item, and the number of registered items of interest and provide them. For example, the processor 240 may calculate 20 days of data by aggregating customer behavior data, counting the number of searches/views for each item, and the number of registrations for items of interest.

Service balance table, service average table, service average price distribution table, service inflow/outflow account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service individual investor composition ranking table and services. Once the item view volume table is created, the processor 240 configures the service balance table, service average table, service average price distribution table, service inflow/outflow account count table, service inflow item ranking table, service outflow item ranking table, and service individual investor configuration. A second database 234 including a table, a table of rankings of items held by service individual investor configuration, and a table of service item views can be built or the second database 234 can be updated.

Data stored in the second database 234 can be used to provide users searching for stock items with comprehensive investment status information for the item being searched, and ranking information compared to the average of investors holding the same stock to users who own the stock. It can be used to provide. That is, the processor 240 can provide new investment information using data from the database 230 to customers who are searching for stocks, and can provide investment status compared to other customers to customers who own stocks.

The processor 240 can provide comprehensive investment status information through information on stocks held by customers and can provide personalized content to customers who own stocks.

That is, when a comprehensive investment status information signal for a specific item is received from the user device 100 through the communication interface 210, the processor 240 receives investor information, view count information, and information about the specific item from the second database 234. Comprehensive investment status information including at least one of new purchase/entire sale information, inflow item information, outflow item information, average purchase price information, and individual investor composition information may be provided to the user device 100. At this time, the processor 240 may obtain investor information including the total number of investors in a specific item, average rate of return, total holding quantity, average unit price, etc. from the service average table. Additionally, the processor 240 may obtain view information including the number of views of a specific item and the number of interest item registrations from the service item view volume table. Additionally, the processor 240 may obtain new sale/entire sale information including the number of inflow and outflow accounts by date for a specific item from the service inflow/outflow account count table. In addition, the processor 240 may obtain average purchase price information including at least one of the average unit price for each preset section, the standard closing price, the loss investor ratio, and the profit investor ratio for the specific item from the service average unit price distribution table. Additionally, the processor 240 may obtain inflow item information including the inflow items flowing into the specific item for each preset standard period and the inflow amount ratio of each inflow item from the service inflow item ranking table. In addition, the processor 240 may obtain leaked item information including the leaked items from the specific item for each preset reference period and the leaked amount ratio of each leaked item from the service leaked item ranking table. In addition, the processor 240 determines investment skills for the specific item, the ratio of investment experts and general investors by age group and asset size, and the ratio of investment experts and general investors for the specific item from the service individual investor composition table and the service individual investor composition table. You can obtain information on the composition of individual investors, including the ranking of stocks held.

The processor 240 provides at least one of investor information, view count information, new purchase/entire sale information, inflow item information, outflow item information, average purchase price information, and individual investor composition information for a specific item obtained from the database 230. Comprehensive investment status information including may be generated, and the generated comprehensive investment status information may be provided to the user device 100 through the communication interface 210. At this time, the processor 240 may generate comprehensive investment status information in various forms such as text and graphs. Then, the user device 100 can output comprehensive investment status information for a specific item, as shown in FIG. 3.

For example, we will explain a case where a user requests comprehensive investment status information for item A. In this case, as shown in (a) of FIG. 3, the user device 100 provides investor information including the total number of investors in item A, average rate of return, total holding quantity, average unit price, etc., and the number of views and interest in item A. You can output view count information including the number of item registrations. When the user moves to the next page, the user device 100 displays new sale/full sale information including the number of inflow accounts and outflow accounts by date for item A, as shown in (b) of FIG. 3, and The average purchase price information including at least one of the average unit price for each preset section, the standard closing price, the loss investor ratio, and the profit investor ratio can be output. When the user moves to the next page, the user device 100 provides inflow item information including the inflow item into item A and the inflow amount ratio of each inflow item, and item A, as shown in (c) of FIG. You can output leaked item information including the leaked items and the outflow amount ratio of each leaked item. When the user moves to the next page, the user device 100 displays the investment skills for item A, the ratio of investment experts and general investors by age group and asset size, and investment experts and general investors, as shown in (d) of FIG. 3. You can output information on the composition of individual investors, including the ranking of stocks held.

By providing comprehensive investment status information for a specific stock, the processor 240 can provide new investment information that was not previously provided, such as the number of views for a specific stock and the holding status of investment experts/high net worth individuals. Additionally, the processor 240 can provide trading pattern data that can provide investment insight for small-cap stocks for which traditional investment information is scarce. By providing comprehensive investment status information for a specific item, the processor 240 can provide information delivery and fun elements through visualization to experience daily data changes.

In addition, when highlight information about a specific item is requested from the user device 100 through the communication interface 210, the processor 240 calculates the return on investment, valuation profit and loss, and holding quantity calculated by comparing the average of investors holding the specific item. , purchase price, and retention period, the user's ranking information can be provided. At this time, the processor 240 obtains ranking information on at least one of the return on investment, valuation profit and loss, quantity held, purchase price, and holding period for the user's specific item from the service balance table stored in the second database 232. It can be provided to the user device 100. That is, the processor 240 obtains investment return information, evaluation profit and loss information, holding quantity information, purchase price information, holding period information, etc. for the user's specific item from the service balance table, and obtains the obtained investment return information and evaluation profit and loss information. , highlight information including possession quantity information, purchase price information, retention period information, etc. may be generated and provided to the user device 100. Here, the investment return information may include the average investment return rate of investors holding a specific item, the user's investment return rate for a specific item, and the investment return ranking. The valuation profit and loss information may include the average valuation gain and loss of investors holding a specific item, the user's valuation gain and loss for a specific stock, and the ranking of the valuation gain and loss, etc. The holding quantity information may include the average holding quantity of investors holding a specific item, the user's holding quantity for a specific item, and the ranking of the holding quantity, etc. Purchase price information may include the average purchase price of investors holding a specific item, the user's purchase price for a specific item, and the ranking of the purchase price. Holding period information may include the average holding period of investors holding a specific item, the user's holding period for a specific item, and the ranking of the holding period.

The processor 240 may generate highlight information in various forms, such as text and graphs, and provide it to the user device 100. Then, the user device 100 may output highlight information about a specific item as shown in FIG. 4 .

For example, a case where a user requests highlight information for item A will be described. In this case, the user device 100 may output investment return information including the user's investment return ranking for item A, as shown in (a) of FIG. 4. When the user moves to the next page, the user device 100 provides evaluation net profit information including the user's evaluation net profit ranking for item A, and the user's possession quantity ranking, as shown in (b) of FIG. 4. Holding quantity information can be printed. When the user moves to the next page, the user device 100 provides purchase unit price information including the user's purchase price ranking for item A, and the user's holding period ranking, as shown in (c) of FIG. 4. Retention period information can be printed.

Users can check the average of investors holding the same item and their own ranking through highlight information.

By providing highlight information, the processor 240 can induce sales of the stock by providing services for the stock. Additionally, by providing highlight information, it is possible to satisfy the needs of customers who want to check their position among customers who own the same item. In addition, by providing highlight information, users can check changes in their own rankings according to daily and item-specific trading and market conditions.

Additionally, when the user device 100 requests to share highlight information for a specific item, the processor 240 transmits the highlight information to other users, allowing the highlight information to be shared with other users.

For example, the user may select the “Share item highlight” command on the highlight provision screen shown in (d) of FIG. 4. Then, the user device 100 may request sharing of highlight information about item A, and the service server 200 may share highlight information about item A of the user.

Through sharing highlight information, investment performance can be shared, thereby stimulating competitive spirit and enhancing the fun factor.

Figure 5 is a flowchart illustrating a method for stock information personalization service according to an embodiment of the present invention.

Referring to FIG. 5, the service server 200 builds or updates the database 230 using previously stored data (S510). At this time, the service server 230 may calculate the ranking of preset variables for each item for each account using data stored in the first database 232 and generate a service balance table. Then, based on the service balance table, the service server 200 creates a service average table, a service average price distribution table, a service inflow/outflow account count table, a service inflow item ranking table, a service outflow item ranking table, a service individual investor composition table, The second database 234 can be built or updated by creating at least one table of a table of rankings of items held by service individual investor configuration and a table of service item views.

After performing step S510, when a request signal for comprehensive investment status information for a specific item is received from the user device 100 (S520), the service server 200 provides investor information for the specific item, information on the number of views, and new purchases/all sales. Comprehensive investment status information including at least one of information, inflow item information, outflow item information, average purchase price information, and individual investor composition information is obtained from the database 230 (S530).

After performing step S530, the service server 200 provides the obtained comprehensive investment status information to the user device 100 (S540). At this time, the service server 200 can generate comprehensive investment status information in various forms such as text and graphs.

If, after performing step S510, a signal requesting highlight information for a specific item is received from the user device 100 (S550), the service server 200 evaluates the return on investment for the user's specific item from the database 230. Obtain ranking information on at least one of profit and loss, quantity held, purchase price, and holding period (S560).

After performing step S560, the service server 200 provides the obtained ranking information as highlight information to the user device 100 (S570). At this time, the service server 200 may generate highlight information in various forms, such as text and graphs, and provide it to the user device 100.

As described above, the server and method for stock information personalization service according to an embodiment of the present invention provide comprehensive investment status information on stock items, such as the number of views for a specific item and the holding status of investment experts/high net worth individuals. It can provide new investment information that was not previously provided, and investment insight can be provided for small-cap stocks where traditional investment information is scarce. Information transferability and fun elements are provided through visualization that allows users to experience daily data changes. can be provided.

In addition, the server and method for stock information personalization service according to an embodiment of the present invention can satisfy the need to check one's location among customers holding the same stock by providing highlight information, and can satisfy the needs of customers who own the same stock by day and stock by stock. Users can check changes in their own rankings according to changes in trading and market conditions, and can encourage trading of the items they own by providing services for them.

In addition, the server and method for stock information personalization service according to an embodiment of the present invention can share investment results by sharing highlight information with other users, thereby strengthening competitive psychological stimulation and fun elements. .

The present invention has been described with reference to the embodiments shown in the drawings, but these are merely exemplary, and those skilled in the art will recognize that various modifications and other equivalent embodiments are possible therefrom. You will understand. Therefore, the true technical protection scope of the present invention should be determined by the scope of the patent claims below.

100: User device
200: service server
210: communication interface
220: memory
230: database
232: first database
234: second database
240: processor

Claims (20)

communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
By comparing the service balance table of the base date and the day before the base date to calculate the number of inflow accounts or outflow accounts for each item, a service inflow/outflow account count table with the number of inflow accounts and outflow accounts by date for each item as items is created. A server for stock information personalization service.
According to paragraph 1,
The stock-related data includes at least one of account balance data, item data, account data, stock date balance data by date, major shareholder equity stock data, and revised closing price data collected by applying daily batches. Server for personalized services.
According to paragraph 1,
The processor,
When a request for comprehensive investment status information for a specific item is received from the user device through the communication interface, investor information, number of views information, new purchase/all sale information, inflow item information, outflow item information, and average purchase for the specific item are received. A server for stock information personalization service, characterized in that it obtains comprehensive investment status information including at least one of unit price information and individual investor composition information from the database, and provides the obtained comprehensive investment status information to the user device. .
According to paragraph 3,
The processor,
Obtaining investor information including at least one of the total number of investors, average rate of return, total holding quantity, and average unit price of the specific item from the service average table,
Obtaining information on the number of views including the number of views of the specific item and the number of registered items of interest from the service item view volume table,
Obtain new sale/entire sale information including the number of inflow and outflow accounts by date for the specific item from the service inflow/outflow account count table,
Obtain average purchase price information including at least one of the average unit price, standard closing price, loss investor ratio, and profit investor ratio for each preset section for the specific item from the service average unit price distribution table,
From the service inflow item ranking table, obtain inflow item information including inflow items into the specific item for each preset standard period and the inflow amount ratio of each inflow item,
From the service leakage item ranking table, obtain leaked item information including the leaked items from the specific item for each preset standard period and the leakage amount ratio of each leaked item,
From the service individual investor composition table and the service individual investor composition ranking table of stocks held by each service individual investor, the investment skills for the specific item, the ratio of investment experts and general investors by age group and asset size, and the ranking of stocks held by investment experts and general investors are included. A server for stock information personalization service characterized by acquiring individual investor composition information.
According to paragraph 1,
The processor,
When highlight information on a specific item is requested from the user device through the communication interface, at least one of the investment return rate, valuation profit and loss, holding quantity, purchase price, and holding period calculated by comparing the average of investors holding the specific item. A server for stock information personalization service, characterized in that it provides user ranking information.
According to clause 5,
The processor,
Characterized in that, from the service balance table stored in the database, ranking information on at least one of the investment return rate, valuation profit and loss, quantity held, purchase price, and holding period for the user's specific item is obtained and provided to the user device. Server for stock information personalization service.
communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
When highlight information on a specific item is requested from the user device through the communication interface, at least one of the investment return rate, valuation profit and loss, holding quantity, purchase price, and holding period calculated by comparing the average of investors holding the specific item. Provides user ranking information for
The processor,
A server for stock information personalization service, characterized in that when sharing highlight information about the specific stock is requested from the user device, highlight information about the specific stock can be shared with other users.
communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
Based on the previously saved balance data, data related to items held by each account are extracted, target items are selected using item information in the stock item table, target accounts are selected using account information in the account table, and stock due date balances are calculated by date. Calculate the holding period of the target stock using the table, remove major shareholder accounts using the majority shareholder equity stock table, and remove average unit price outlier data using the modified closing price table to create a temporary service balance table, and create a temporary service balance table using the above temporary service. Based on the balance table, by calculating the ranking of the preset variables of the target items for each account and the upper distribution ratio according to the ranking, a service balance table containing the ranking and upper distribution ratio for each variable of each item for each account is created. A server for stock information personalization service, characterized in that.
According to clause 8,
The preset variables are,
A server for stock information personalization service characterized by including at least one of balance quantity, purchase price, valuation profit/loss, holding period, and rate of return.
According to paragraph 1,
The processor,
By calculating the average and total data for each item based on the account data and item data of the service balance table, the service average includes at least one of the total number of accounts for each item, total quantity held, average purchase price, and average profit rate. A server for stock information personalization service characterized by creating a table.
According to paragraph 1,
The processor,
Based on the account data and item data in the service balance table, the average unit price for each preset distribution section is calculated for each item, and the profit/loss ratio and loss ratio are calculated by comparing the previous day's closing price and the average unit price for each account for each item. A server for stock information personalization service, characterized in that it generates a service average price distribution table with at least one of average price, profit/loss ratio, and loss ratio for each distribution section.
delete communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
By comparing the service balance table within the base date and base period for each item, the ranking data of items sold before purchasing the item is calculated based on the selling amount, thereby determining the inflow items for each item, the inflow amount of each inflow item, and the ranking of each inflow item. A server for stock information personalization service characterized by generating a ranking table of service inflow items as items.
communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
By comparing the service balance table within the base date and base period for each item, the ranking data of items purchased after selling the item is calculated based on the purchase amount, thereby determining the outflow items for each item, the inflow amount of each outflow item, and the ranking of each outflow item. A server for stock information personalization service characterized by generating a ranking table of service leaked items as items.
According to paragraph 1,
The processor,
Based on the service balance table and customer information table, customers held by each item are divided into at least one section of asset size, age group, and investment skill, and proportional data is calculated based on the number of investors and holding amount for each section, A server for stock information personalization service characterized by creating a service individual investor composition table with the number of investors and investment amount as items.
communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
Based on the service balance table and the service personal investment composition table, the balance of customers held by each item is calculated, and ranking data is calculated based on the number of investments and holding amounts for other held items, thereby determining the holding standard items and holdings of customers holding each item. A server for stock information personalization service characterized by generating a table of rankings of stocks held by individual investors, a service that includes at least one of the number of accounts for standard stocks and their rankings, the total valuation amount of standard stocks held, and their rankings.
communication interface; and
Including a processor connected to the communication interface,
The processor,
Based on previously stored stock-related data, a ranking of preset variables for each item for each account is calculated to create a service balance table, and based on the service balance table, a service average table, service average price distribution table, and service inflow/outflow are created. Build or update a database by creating at least one of the following tables: account count table, service inflow item ranking table, service outflow item ranking table, service individual investor composition table, service item ranking table by service individual investor composition, and service item view volume table. However,
The processor,
A stock information personalization service that generates a service item view volume table with the number of searches/views and interest item registrations for each item as items by calculating the number of searches/views and interest item registrations for each item over a certain period of time based on customer behavior data. server for.
When the service server receives a signal requesting comprehensive investment status information for a specific item from the user device, investor information, number of views, new purchase/all sale information, inflow item information, outflow item information, and average purchase price for the specific item. Obtaining comprehensive investment status information including at least one of information and individual investor composition information from a database; and
Including the step of the service server providing the obtained comprehensive investment status information to the user device,
generating, by the service server, a service balance table by calculating rankings for preset variables of each item for each account; and
Further comprising the step of the service server constructing or updating the database by creating a service inflow/outflow account count table based on the service balance table,
In the step of building or updating the database,
The service server calculates the number of inflow accounts or outflow accounts for each item by comparing the service balance table of the base date and the day before the base date, and calculates the number of service inflow/outflow accounts with the number of inflow accounts and outflow accounts by date for each item as items. A method for stock information personalization service, characterized by creating a table.
According to clause 18,
When the service server receives a highlight information request signal for a specific item from the user device, at least one of the return on investment, valuation profit/loss, holding quantity, purchase price, and holding period for the user's specific item is received from the database. A method for stock information personalization service, further comprising the step of obtaining ranking information and providing it to the user device.
According to clause 18,
In the step of building or updating the database,
Based on the service balance table, the service server provides a service average table, a service average price distribution table, a service inflow item ranking table, a service outflow item ranking table, a service individual investor composition table, a service individual investor composition ranking table, and a service. A method for stock information personalization service, characterized in that the database is built or updated by creating at least one table among the item view volume tables.