KR20000024635A - Security Trading System and Method based on Logic - Google Patents

Abstract

PURPOSE: A logic-based stock exchange system and a method for the same are provided to perform a stock transaction according to a user's transaction plan. CONSTITUTION: A logic-based stock exchange system comprises a terminal equipment(1), a transaction plan establishment portion(2), a stock information server(4), an interest information supervis ion portion(3), a transaction control portion(5), and a stock transaction server(6). The terminal equipment receives an input from a user, or transmits an output to the user through a screen. The transaction plan establishment portion provides a transaction establishment method to the user through the terminal equipment. The stock information server provides information necessary for identifying a transaction condition of the transaction plan. The interest information supervis ion portion confirms a satisfaction for the transaction condition. The transaction control portion achieves the transaction. The stock transaction server performs the stock transaction.

Description

Stock trading system and method based on logic {Security Trading System and Method based on Logic}

The present invention relates to a securities trading system and method in which a user does not collect securities information from time to time in a securities transaction that is subject to price changes according to market conditions, and when a user reaches a set market condition, a transaction is made. The present invention proposes a transaction plan describing a market situation and a trading order based on logic, and a method for setting a transaction plan by a user. In addition, the present invention provides a method of making a trade according to a transaction plan set by a user.

In the prior art, the stock trading system through the terminal is made as shown in FIG. 1. The user requests and obtains the information necessary for the securities transaction from the securities information server 4 which stores and manages the securities information through the terminal 1. The user determines the purchase and sale of the securities from the obtained information, and requests a trading order to the securities transaction server 6 that controls the securities transaction. After this, the user checks the result of the sale and sale on the stock exchange server.

The problem with the prior art is that the user must continually collect information necessary for securities trading to determine the timing of the sale. Therefore, the user spends excessive time to determine when to collect and sell securities information. In particular, users who cannot spend time gathering information are likely to suffer losses due to securities transactions without knowing the appropriate market situation.

An object of the present invention is to reduce the information collection time for determining the market situation in the securities trading, and to provide a method for the planned securities trading without user intervention.

The present invention proposes a securities trading system and method based on logic to solve the problems of the prior art. The user uses logic to set trade terms, which are the market conditions at the time the securities are bought and sold, and the trading orders to be executed when the situation is reached. Trading conditions and trading orders are defined as trading plans. The present invention collects the information contained in the trading conditions at regular intervals according to the trading plan set by the user to check whether the trading conditions are satisfied, and when the trading conditions are satisfied, the user confirms or performs the trading independently. Report the sales result to the user.

The present invention obtains the effect of reducing the amount of time a user spends in securities trading by expressing trade terms and trading orders, which are information necessary for securities trading, in logic, and solving technical problems of securities trading according to the trading conditions and trading orders. .

1 is a block diagram of an existing stock trading system.

2 is a block diagram of a stock trading system of the present invention.

3 is a signal flowchart of a transaction plan setting unit for inputting a transaction plan;

4 is a signal flow diagram of an interest information supervisor for monitoring and confirming a transaction condition.

5 is a signal flow diagram of the transaction control unit for performing the securities trading.

* Explanation of symbols for the main parts of the drawings

1: terminal, 2: transaction planning department, 3: interest information supervision department, 4: securities information server,

5: transaction control unit, 6: stock trading server

The present invention describes a method of setting a trading plan and a process of performing a stock trading in a system in which stock trading is performed according to a trading plan set by a user.

2 is a configuration diagram of the present invention, the terminal 1 for exchanging input and output with a user through a screen, a transaction plan setting unit 2 for providing a method of setting a transaction plan through the terminal, and confirms the transaction conditions of the transaction plan. Receiving information necessary to periodically from the securities information server (4), the interest information supervision section (3) to check whether the transaction conditions are satisfied, the transaction control unit (5) to close the transaction and the securities transaction server (6) where the securities transaction is performed Consists of

Among the components of FIG. 2, the detailed description of the transaction plan setting unit 2, the interest information supervisor 3, and the transaction control unit 5 corresponding to the present invention is as follows.

1) Transaction plan setting part (2)

The transaction plan setting unit provides a user interface for setting a transaction plan so that the user can describe the transaction plan.

The transaction plan consists of the following items:

-Validity Period: The period during which the transaction plan described is valid.

-Trade conditions / Buy orders: Trade conditions are propositions that express a range of values that represent market conditions. Values representing market conditions can include time, index, trading price of specific stocks, and trading volume. Transaction terms can also be linked with logical operators AND, OR, and NOT NOT. For example, if the time is between 9 and 11 o'clock, and the trading price of item A is more than 5000 won, the two conditions are connected by AND. A trading order consists of a sale / buy, item, quantity, and price that will be executed when the trading conditions are satisfied.

-Information confirmation interval: Refers to the period in which the information contained in the transaction conditions is obtained from the securities information server 4 and updated with the latest information.

-Buying and Selling Order Confirmation Method: Set the method to confirm to the user before the trading order is satisfied because the stated trading conditions are satisfied. Receive confirmation from users by video or voice using phone, e-mail or mobile phone. In some cases, it can be set up so that sales can be made without user confirmation.

-How to check the trading result: Describes how to notify the user of the trading result after placing a trading order. Phone, e-mail, cell phone, etc. are possible means. In some cases, the user is not notified of the result.

Table 1 is an example of a transaction plan and its meaning.

Transaction plan Yes meaning Validity 2000.2.15.09:00 -2000.2.15.12: 00 Specifies the time when the transaction plan you are defining is valid. Trading Conditions / Buy Orders IF Stock 1 (current price)> = 5000AND Composite Stock Price> = 900 THEN Sell: Stock 1, Quantity 100, Sell: 5100 If the current price of stock 1 is over 5000 won and the composite stock index is over 900, we place a 100-week sell order for stock 1 for 5,100 won. Information confirmation interval 30 seconds The stock price and the composite stock index are read every 30 seconds. How to confirm a trading order Phone: 02-123-4567 If the transaction condition is satisfied, the specified voice message is transmitted to the telephone. How to check the sales result none No trading results will be announced.

The following is an example of a transaction condition that uses various information and is connected by logic.

(Current time> 10:00 AND current time <11:00) AND (item 1 (current price)> 6000 OR item 1 (trade volume)> 1000) AND NOT Composite stock index <900

The above trading conditions mean that the time is between 10 and 11 o'clock, the current price of item 1 is 6,000 won or more, the trading volume is more than 1000 shares, and the composite stock index is not 900 or less.

Various information can be added to express detailed market conditions as a trade condition, and the expression method can be improved for the convenience of the user. For example, you can add information such as selling balance and express it as an increase rate instead of price. These methods are not described because they are a simple extension of the present invention.

3 is a signal flow diagram illustrating a process of the transaction plan setting unit.

In the input initialization step 301, a user shows a screen for setting a transaction plan, and receives an input of an expiration date, an information confirmation interval, a purchase order confirmation method, and a sale result confirmation method, which are elements of the transaction plan.

In the transaction condition input step 302, the user receives a transaction condition expressing a market condition using the transaction condition description method described above. The entered transaction terms are linked at step 303 by using logical operators of AND, OR and AND NOT. After the trade terms are entered, a trade order for the trade terms is received in step 304. In step 305, it is determined whether a plurality of trade conditions / purchase orders are entered, and the flow moves to step 302. Once all the transaction plans are entered, the transaction plan check step 306 checks whether there are logically inconsistent conditions between the transaction conditions and the trading order. If you set up a buy order for the same two terms, and a sell order for the other two, you have a contradictory trading plan. In this case, in the problem display step 307, the user is notified that the transaction plan defined is inconsistent, and the transaction plan is corrected.

After confirming the transaction plan, the additional transaction condition checking step 308 is performed. Additional terms and conditions mean new terms resulting from a combination of terms set by the user. For example, the following trading plan generates additional trading terms.

IF (item 1 (current price)> = 5000)

Sell then: item 1, quantity 100, sell 5,000 won

IF (item 1 (current price) <= 10000 won)

THEN Buy: Item 1, Quantity 100, Sell 5000 won

In the above trading plan, a trading order is not set for a trade condition consisting of a combination of the first and second trade terms. For example, if the present price of item 1 is 6,000 won, both conditions are satisfied, so the sale or purchase order cannot be applied. Accordingly, in the additional transaction condition checking step 308, the additional transaction conditions are generated by combining the transaction conditions set by the user, and the additional transaction conditions are presented to the user in step 309, and the trading order is received.

If the trading order is the same even though the additional trading conditions are created with the two trading terms, the additional trading terms are not meaningful because the additional trading terms are meaningless. In general, if there are n trading terms having different trading orders, 2 ⁿ -n-1 additional trading terms are generated, and the trading orders are input from the user.

The transaction plan set by the user is transferred to the interest information supervisor and the transaction control unit in step 310.

2) Interest information supervision department (3)

The index, time, price of a specific item, the rate of increase, and the volume of transactions included in the trading conditions of the trading plan are called interest information. When the interest information supervision unit reaches the valid time set in the transaction plan, it connects with the securities information server 4 at a predetermined time interval, extracts the interest information, and checks whether the transaction condition is satisfied.

4 is a signal flow diagram illustrating a process of an interest information supervisor.

The interest information generation step 401 analyzes the transaction plan generated by the transaction plan setting unit and extracts all the information used to describe the transaction conditions to create a list of interest information.

In the valid time confirmation step 402, it is checked whether the current time belongs to the valid time of the transaction plan. When the expiration time is reached, the ROI periodically checks the trade terms. Step 403 issues a command of extracting the information of interest at the information confirmation interval specified by the user. In the interest information acquisition step 404, the securities information server providing the securities related information is connected to receive the current value of the interest information, and the transaction information is checked with the interest information obtained in step 405. If the transaction condition is satisfied, the trading order signal is transmitted to the transaction control unit in step 406. If the transaction condition is not satisfied, it moves to the validity time checking step 402 and is cyclically performed.

3) Transaction control part (5)

The transaction control unit receives the trading order requested by the interested information supervision department, receives the user's confirmation before the trading order according to the established trading order confirmation method, and performs the securities transaction through the securities transaction server. The sales result is notified to the user according to the established sales result verification method. As a method of confirming the sales order and the sales result that can be set by the user, a means of transmitting a video or audio by using a telephone, an e-mail, or an alarm on the screen connected to the terminal is used.

5 is a signal flow diagram illustrating the processing of the transaction control unit.

In the sales order confirmation step 501, the user is notified that the market condition that satisfies the set transaction conditions is reached, and the sales order is confirmed. If the user does not allow the sale, the sale is canceled at step 502. The trading order with the user's permission is transferred to the stock trading server 6 in charge of securities trading in the trading order delivery step 503. Acquisition of the trading result In step 504, after the trading order is placed, the trading result is connected to the stock trading server. The obtained sales result is delivered to the user in the sales result checking step 505.

The present invention provides a method for a user to describe a market situation by using logic in the above-described method, and monitors the market condition according to the described transaction plan and then checks the user when the situation is satisfied. A trading order is performed and provides a method of notifying the user of the trading result.

The present invention provides a method in which securities transactions are performed according to a predefined transaction plan without a user collecting information necessary for securities trading for a long time and inputting a trading order with the collected information. Accordingly, the present invention can reduce the time the user spends on securities trading, and provides a method of controlling the transaction contents according to changes in market conditions without the user's monitoring.

Application of the present invention can be implemented by operating the transaction plan setting unit, interest information supervision unit and the transaction control unit on the same device, or connected to the wired or wireless while operating in a separate device. For example, the transaction plan setting unit may be operated in a personal terminal, and the interest information supervision unit and the transaction control unit may be operated in separate servers.

The present invention can be applied to the trading of goods and securities, as well as securities trading as a trading method in which trading is made according to a trading plan set by a user.

Claims (4)

In the securities trading, the stocks to be executed when the trade terms and conditions created are satisfied by linking the propositions and propositions expressing the time, index, price of specific stock, and trading volume with the logical operators of AND, OR, and NOT. How to express a trading plan that describes a trading order expressed in quantity and price A transaction plan setting unit (2) describing a transaction plan consisting of a transaction condition and a trading order (2); ) And a stock control system comprising a stock control server and a transaction control unit (5) to close a sale. The method according to claim 2, wherein the interest information supervision unit (3) collects information related to a given transaction condition at predetermined time intervals and checks whether the transaction condition is satisfied with the collected information. The method of claim 2, wherein the transaction control unit 5 transmits the trading order to the user by video or audio, obtains permission and performs the trading, and delivers the trading result to the user by video or audio.