KR20080064273A

KR20080064273A - Stock investment self evaluation information system implemented on website

Info

Publication number: KR20080064273A
Application number: KR1020070000993A
Authority: KR
Inventors: 조재문
Original assignee: 조재문
Priority date: 2007-01-04
Filing date: 2007-01-04
Publication date: 2008-07-09

Abstract

A system and a method for providing self-stock investment evaluation information in a website are provided to enable an investor to check a trading style by evaluating a group of invested stock items for a predetermined period and offer information, such as a trading term and a contribution ratio according to a proper earning goal, needed for modifying the trading style. A receiver(S201) receives information for a category of target trading stock items, a self-evaluation stock item group, trading data, and company information from a user. A memory(S202) stores data needed for self-evaluation. An evaluation calculator(S203) analyzes and outputs evaluation data by receiving the data from the memory. A purchase evaluation calculator(S204) analyzes indexes before and after purchase. A sale evaluation calculator(S205) analyzes the index before and after sale. An additional index calculator(S206) analyzes other indexes needed for the self-evaluation. A target earning calculator(S207) calculates the shortest distance and a contribution ratio for attaining the target earning by using the index. A transmitter(S208) transmits determination to a monitor screen of a user computer.

Description

Stock investment self evaluation information system implemented on website and how to provide it {Stock investment self evaluation information system implemented on website}

1 is an external configuration diagram of the present invention.

2 is a configuration diagram of the information providing system of the present invention.

3 is an embodiment of a self-evaluation setting input window according to the present invention.

4 is an embodiment of an evaluation name input window through a transaction order window.

5 is an embodiment of a self-evaluation command setting input window according to the present invention.

Figure 6 is an embodiment of outputting the self-assessment result in the present invention.

Figure 7 is an embodiment of the target revenue setting input window in the present invention

8 is an embodiment of outputting a target profit analysis result in the present invention.

S201: receiving unit

S202: memory,

S203: Self Assessment Calculation Unit

S204: valuation calculation

S205: valuation calculation

S206: Additional Indicators

S207: target revenue calculation

S208: transmitter

The present invention is an investment in stock investment that provides information necessary for the information users to grasp their trading behavior through the evaluation of their stock group invested for a certain period of time, and to supplement the existing trading behavior such as trading period and contribution rate according to the appropriate target profit setting. A self evaluation system and a method of providing the same.

At present, there are various technical attempts on stock forecasting technology and stock price predictions using HTS or HTS. For example, how often investments are made through turnover, technology that provides data on investment items, investment amount, taxes and fees, purchase price, selling price, order volume, closing time, etc. Includes a technology (registered patent 10-0517521) for storing and managing the items of interest to investors through the information and interest items of daily and monthly profit and loss. In addition, based on the technology (Gen. 10-0639505) that generates and provides an appropriate stock price reflecting market volatility over time in a fixed time interval or a predetermined time interval, and investment analysis of information products based on the return of existing products, There are techniques such as an information providing system (registered patent 10-0392489) that provides a determination of suitability.

However, these technologies remain at the level of providing general investment information to a large number of information users by providing convenience to the transaction itself or comparing external environments or products.

Currently, researches on general behaviors and diagnostic techniques of stock investor's stock investment are under way, but it is not necessary to access long-term investments through a prior experience level rather than accessing them through scientific data. Because it provides ambiguous information such as choosing a trade item, buying it at a low price, and selling it at a high price, it is individualized and specific about how to actually diagnose an individual's trading behavior or how to set a target profit. However, it does not provide scientific information.

In order to solve the above problems, the present invention classifies items sold by the information user in detail, specifies a self-evaluation name, and analyzes them in depth to grasp their own trading behavior, and to identify problems and how to buy and sell. Self-evaluation for the purpose of evaluating and improving the equity trading behavior of individual investors by identifying how long they should hold to achieve the target return and providing information on how to properly diversify according to the contribution rate. We provide a variety of indicators in wealth and target equation output. In addition, by selecting and executing self-arranged and automatic assignment, all users of the information can easily use the system with personalized information provision.

The present invention is the stock investment that provides information necessary for the information users to determine their trading behavior through the evaluation of their stock group invested for a certain period of time, and to modify the existing trading behavior, such as sales period and contribution rate according to the appropriate target return setting A self evaluation system and a method of providing the same.

The external configuration of the Internet for realizing the present invention is shown in FIG.

The external configuration consists of information user computer, information service provider server and terminal, and Korea Securities Computer Server. The information service company receives information related to stock transaction and company information from Korea Securities Computer Network. , Equipment for providing stock investment self-assessment information under the condition specified by the investor, comprising an application server (S103), a backup server (S104), a database server (S105), and a database (S106). It is managed through S102). The information provider (including the parent information provider) is connected to the main program for the information service from the application server of the information provider. The information user is identified on the Internet by entering a URL address on the Internet, and can be accessed from the information user computer S101. Before connecting to the server of the information provider, the security firewall equipment and real name, or the server for the paid member verification process can be passed.

The present invention is to provide information such as trading period and contribution rate according to the establishment of appropriate target profit, and to grasp their trading behavior through the evaluation of the stock group invested by the information user for a certain period of time, The composition is;

A personalized self-assessment system comprising a server computer for providing self-assessment information in communication with a computer of an information user connected through the Internet, the personal computer comprising: a server computer;

From the information users (including paid members, etc.) connected through the web browser (HTS), the category to which the trading item he or she wants to evaluate falls, the order to input the self-assessment category (S301), and the investor shares the stock through the Internet. The date of entering the valuation order on the screen provided through the Internet to execute the purchase date, the date of sale, the rate of increase, the rate of decline, the share price before and after the buy and sell, and the company's information necessary for the analysis and the self-evaluation order. Receiving and receiving unit (S201)

Memory (S202) that stores the data necessary for self-evaluation and

An evaluation calculation unit (S203) which receives the data of the memory and analyzes and calculates the evaluation data;

Purchase evaluation calculation unit (S204) for performing relevant indicator analysis before and after buying

The seller's valuation calculation unit (S205), which conducts relevant indicator analysis before and after the sale.

An additional indicator calculation unit (S206) for analyzing other indicators necessary for self-assessment;

Characterized in that comprises a,

In addition, the present invention is the target revenue calculation unit (S207) for calculating the shortest distance and contribution rate that can achieve the target revenue targeted for the shortest period using the above indicators and the transmission unit (S208) for transmitting such a determination to the investigator's computer screen. It includes.

3 is an embodiment of an input window in which an information user inputs a self-evaluation name.

In the self-evaluation name setting window (S301) provided by the information provider on the Internet (including HTS), the common characteristics of items to be bought in the self-evaluation name input box are named and inputted. Click to save in the form of the registered self-evaluation name (S306), if you want to delete the selected self-assessment name group and click the delete button (S305) again registered self-evaluation name is configured to automatically delete have.

FIG. 4 is a temporary example showing how to enter a trading item name to the item of the self-valuation name item input in FIG. 3, and searches for the item that he / she currently wants to purchase in the stock sale order window (S401) currently used generally. Set the method, enter the number of purchases and the quantity, and enter the number of purchases once. A registered self-evaluation name may be a number of self-evaluation names (items) rather than one event. In this case, when the same item is traded several times during a certain period, it is necessary to determine whether to treat it as one item or to treat each item separately. In the present invention, each item is handled separately for convenience.

5 is a diagram illustrating an evaluation command setting window provided by an information provider to an information user when self-evaluation is to be performed.

Analysis section setting step (S502) in the evaluation command setting window inputs the year and day of the start date, which he / she wants to evaluate the stock trading in the past, and sets the year and day of the end date that he / she wants to evaluate.

The purchase evaluation setting (S503) is for evaluating the adequacy of the purchase in the data for the period of purchase and N days before the purchase. In the purchase evaluation, it is possible to set whether to evaluate the purchase loss rate from the point of purchase to the lowest point, to select the middle quartile, or to select a specified value among the quartiles.

In addition, the field for specifying the tick, second, minute, hour, day, week, month, year, etc., and the stock price up to several days before the purchase price can be selected so that the purchase evaluation cycle (S504) can be analyzed for short to long periods. The purchase evaluation period is set through an input field (S505) for setting whether or not the change is to be evaluated.

In the selling valuation setting (S506), it is for evaluating the adequacy of selling in the data during the selling and selling period for N days. In the sale valuation, it is possible to set whether to evaluate the selling loss rate from the selling point to the highest point, to select the middle quartile, or to select the specified quartile.

In addition, a field for allowing the sale evaluation period (S507) to designate ticks, seconds, minutes, hours, days, weeks, months, years, and the like to enable interval analysis for short to long periods of time;

The seller's valuation period is set through the input field (S508) that sets how long the valuation of the seller's stock price changes until the seller's price.

When the evaluation command is issued in FIG. 5, the self-evaluation calculation unit S203 performs index calculation in the following process.

First, the purchase evaluation calculation unit (S208) grasps the minimum price (Minprice) from N days before the purchase date to the purchase date. The reason for the low is that investors can buy stocks bought at highs or lows. If the difference in the ratio between the buy and the low is large, it means that the loss of the opportunity to buy more shares at a lower cost is lost. The purchase loss rate can be any of the lowest or the second and fourth quartiles of the lowest price and the number of purchases. When the number of purchases is called buyprice and the minimum is called minprice, this is expressed as follows.

The opportunity loss rate should be equal to or greater than zero. The reason is that even if the difference between the lowest price and the number of purchases is small, the lowest price and the number of purchases are the same. In real trading, the purchase price is higher than the lowest price because there are transaction taxes and fees.

The selling valuation calculation unit (S209) determines the maximum price (Maxprice) from the selling date to N days after selling. The reason for this high price is to know how much of the expected loss of profit (selling loss) that an investor would have if they owned shares by N days. When maxprice is the highest price and Sellprice is the selling price, the equation for selling loss rate is as follows.

The profit margin of trading is obtained by a simple formula currently used.

Based on the above data, the investor can calculate the buying loss rate, trading profit rate and selling loss rate of self-assessed stocks he has traded for a certain period of time.

6 is one embodiment of outputting the self-assessment result in the present invention.

The trading index (S601) includes the trading yield, the number of trading items, the number of contributing items, the contribution rate, the number of trading days, the buying loss rate, the minimum point-buying point, the selling loss rate, and the selling point-highest point day.

Here, the number of contributing items refers to the number of items above average among the number of trading items in each item group.

Contribution rate = (contributed / traded stocks) × 100

The output example calculated by the additional indicator calculation unit S206 is as shown in S602.

Lowest point-the rate of increase to the highest point;

Lowest point-the number of days to the highest point;

Buy-up rate;

It includes the number of days of up to the point of purchase.

In addition, in the viewpoint calculation, the second quartile and the fourth quartile can be arbitrarily designated from the lowest point of purchase to the highest point of sale.

In the indicators evaluated by the evaluation calculation unit (S203), the information user may self-evaluate how high he / she buys from the lowest price, and how long he / she does not realize the profit when selling. In addition, this information can help you understand how much you can reduce the loss of buying and selling, that is, to make it more targeted. If users use this information to get an overview of their buying and selling points and get a target profit greater than their current trading profits, how long will it take in past trading transactions? You can see how the ranking works.

Target revenue calculation unit (S207) analyzes the stock group that achieves the target revenue specified by the investor in the shortest period.

In order to realize this, the target profit setting input window S701 is illustrated in FIG. 7.

First, an information user searches for and inputs an investment item to be analyzed based on the stock investment self-assessment (S702);

Searching for and inputting an evaluation item group to which an evaluation item is included in the analysis investment item (S703);

Inputting a target revenue that can be targeted based on data self-assessed by the information user (S704);

On the basis of the self-assessed data by the information user, it is a step of setting a target prediction section starting point (S705) for determining and inputting a point at which the investment item to be invested is located in the past investment item group. At this time, if the forecast item is set to be used for analysis from the positive (+) and negative (-) days based on the number of purchases, the increase rate and the share price fluctuation rate are calculated based on the designated date of each item of the corresponding item group. At this time, when recognizing the number of days and the rate of increase as a regression relationship, it is possible to determine the expected achievement days using the regression equation.

8 shows the expected achievement days (S801) and the target profit contribution rate (S802), which are predicted to be achieved to achieve the target returns of the item to be invested as a result of the target profit setting.

Given the expected achievement days as Pb and the rising slope β and the time T and α as constants,

Pb = βT + α .....

The target earnings contribution rate is the percentage of the stocks reached in the stocks, divided by the total analysis stocks.

Target Revenue Contribution Rate = (Number of items reaching the target rate of increase / All items in the relevant group)

× 100 .... 6

Indicators calculated by the evaluation calculation unit and the target plan calculation unit are provided in real time to the information users (including paid members) in the transmission unit (S208) through the Internet or other media.

As described above, according to the present invention, when the information user sets a stock valuation name while trading a stock and makes a sale, such sale information is automatically stored so that the information user provides information when he / she wants to understand his or her trading behavior. Simply set on the self-assessment setting screen provided by the company to analyze your trading behavior based on past stock trading and help you set the target rate of return in consideration of buying and selling losses. And contribution rates, which ultimately help to identify the wrong trading behaviors on their own and to select the best trading method on a continuous and easy basis. The present invention can provide information through various media such as websites, HTS and wireless mobile communication.

Claims

The information provider server computer in a system in which the information user computer, the information provider server and the terminal, and the Korea Securities Computer Server are connected through a network;

From the information users (including paid members, etc.) connected through the Internet, which categories of trading items they want to evaluate fall into, the order for entering the self-assessment stock group (S301), and the number of purchases in the process of buying and selling stocks through the Internet. Receiving unit for receiving the input of the evaluation order on the screen provided via the Internet to execute the day, the selling date, the rising rate, the falling rate, the stock price before and after the buy and sell and the company information necessary for analysis (S201);

A memory S202 of storing data necessary for self-evaluation;

An evaluation calculation unit (S203) for receiving the data of the memory and analyzing and calculating the evaluation data;

A purchase evaluation calculation unit (S204) for performing a related index analysis before and after the purchase;

A selling valuation calculation unit (S205) for performing related index analysis before and after selling;

Includes; additional indicator calculation unit (S206) for analyzing the indicators necessary for self-evaluation

The target revenue calculation unit (S207) of calculating the shortest distance and the contribution rate that can achieve the target revenue using the indicator and the transmission unit (S208) of transmitting the determination to the investigator's computer screen, characterized in that it comprises Equity investment self-assessment system and its provision method

The method of claim 1, wherein in the step of inputting the self-assessment item group (S301), the item is automatically classified when the purchase is made. Stock investment self-assessment system characterized in that it comprises a function to facilitate the designation and its providing method

The method of claim 1, further comprising: storing a self-evaluation name in a memory in which data is stored, storing information of a stock trading related information provider such as Korea Securities Computation, and storing the evaluation information calculated by the evaluation calculation unit (S203). And a method of providing the self-assessment of stock investment, characterized by a memory including a function of temporarily storing a valuation calculation command and a target return calculation command

In the evaluation command setting step of claim 1;

An analysis section setting (S502) of setting a year and month date of a start date for which he / she wants to evaluate past stock trading and inputting a year and month date for an end date for which he / she wants to evaluate a transaction;

When calculating the buy loss rate to evaluate the adequacy of buying for the period of purchase and N days before the purchase, set whether to evaluate by the rate of change from the point of purchase to the lowest point, to select the median second quartile, or the specified value among the quartiles. Evaluate the number of sets (S503) step;

A purchase evaluation period (S504) input step of specifying a tick, second, minute, hour, day, week, month, year, etc. to enable short-term and long-term interval analysis;

Setting a purchase valuation period through an input field (S505) for setting a purchase price valuation up to how many days before the purchase of the stock price change;

When calculating the selling loss rate to evaluate the adequacy of selling for N days after selling and selling, it is to decide whether to evaluate by the rate of change from the selling point to the highest point, the middle quartile, or the fourth quartile. Selling valuation setting (S506);

A selling evaluation period (S507) input step of specifying a tick, second, minute, hour, day, week, month, year, and the like to enable interval analysis from short to long term;

A stock investment self-assessment system and a method of providing the same, comprising the step of setting a selling valuation period through a field (S508) for setting a stock price fluctuation up to a few days after selling.

In claim 1, the target revenue calculation unit (S207) in the target revenue setting input step (S701) to find out how short or long the probability of achieving the target revenue specified by the investor;

Step S702, in which the information user searches for and inputs an investment item to be analyzed based on the stock investment self-evaluation;

A stock investment comprising the step of setting a target prediction period start point (S705) for determining and inputting a point at which the investment item currently invested is based on the self-assessed data by the information user. Self-evaluation system and its provision

In claim 1, the target profit calculation unit (S207) calculates the expected achievement days (S801) formula predicted to achieve the target profit of the item to be invested by the method specified in the target profit setting window (S701). βT + α;

In the formula of the target profit contribution rate (S802) which is the probability of achievement.

Target revenue contribution rate = (number of items that reached the target rate of increase / all items in the group) × 100;

Stock investment self-assessment system, characterized in that using the

In claim 5, the starting point of the target prediction section includes a tick, second, minute, hour, day, week, month, year, etc. so that the analysis of the short-term and long-term intervals can be carried out. How to Provide

A loss loss calculation formula according to claim 1;

Selling loss rate calculation formula

The contribution calculation formula

Contribution rate = (contributed / traded stocks) x 100;

Stock investment self-assessment system, including using

The stock investment self-assessment system including calculating and providing the trading yield, the number of trading items, the number of contributing items, the trading days, the lowest point-buying point days, and the selling point point-highest point days in claim 8 as additional trading indicators (S601). And its provision

In claim 1 as an index calculated and provided by the additional indicator calculation unit (S206)

Lowest point-the rate of increase to the highest point;

Lowest point-the number of days to the highest point;

Buy-up rate;

Stock investment self-assessment system including the number of days to rise to the point of purchase and the method of providing the same

Claim 10 self-assessment system and a method for providing the self-assessment system comprising the one that can specify any of the second quartile, the fourth quartile value from the lowest point to the purchase point, the selling point to the highest point in calculating the time point

The stock investment self-assessment system and the method of providing the same service through the HTS, wireless communication, PDA media, and the method of providing the service directly from the homepage through the Internet based on providing the stock investment self-assessment system

A stock investment self-assessment system and a method of providing the same may be included as an information provider by a parent company that provides a stock transaction and company information to an information provider in the scope of the information provider of the stock investment self-assessment system.

Stock investment self-assessment system including paid members and free members in the scope of the information user and its providing method