KR20090041825A - Investment service method having education and consulting function of futures and option - Google Patents

Investment service method having education and consulting function of futures and option Download PDF

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Publication number
KR20090041825A
KR20090041825A KR1020070107521A KR20070107521A KR20090041825A KR 20090041825 A KR20090041825 A KR 20090041825A KR 1020070107521 A KR1020070107521 A KR 1020070107521A KR 20070107521 A KR20070107521 A KR 20070107521A KR 20090041825 A KR20090041825 A KR 20090041825A
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KR
South Korea
Prior art keywords
investment
futures
server
education
trading
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Application number
KR1020070107521A
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Korean (ko)
Inventor
조정식
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(주) 법인연구소
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Priority to KR1020070107521A priority Critical patent/KR20090041825A/en
Publication of KR20090041825A publication Critical patent/KR20090041825A/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Investment, e.g. financial instruments, portfolio management or fund management
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/20Education
    • GPHYSICS
    • G09EDUCATION; CRYPTOGRAPHY; DISPLAY; ADVERTISING; SEALS
    • G09BEDUCATIONAL OR DEMONSTRATION APPLIANCES; APPLIANCES FOR TEACHING, OR COMMUNICATING WITH, THE BLIND, DEAF OR MUTE; MODELS; PLANETARIA; GLOBES; MAPS; DIAGRAMS
    • G09B19/00Teaching not covered by other main groups of this subclass

Abstract

The present invention relates to a futures option service method that combines education, consulting, and investment. The present invention relates to the practice and theory of investment in futures options through offline or internet network after a customer pays a certain education cost at his or her computer. Receive consulting and education related to education and investment. At each business site where the customer is a member, contents such as education and consulting through experts, knowledge related to investment and real-time information
Is provided to each member's computer connected to the server through the internet network, and real-time futures option investment is conducted along with the education by utilizing the educational expenses paid by customers at each business site as investment funds. The present invention relates to a futures option service method, which can be extended to cover the training expenses and also configured to return to the return on investment to the customer.

Description

Investment service method having education and consulting function of futures and option}
The present invention relates to a futures option service method that combines education and consulting. More specifically, the present invention provides a small individual investor with education and consulting on futures option investment offline or online, while the investor pays the education and consulting costs. It is possible to reduce the profits from investments to re-education expenses by performing real-time futures option investments along with practical training using the investment funds as an investment fund.
Today, the range of services provided through the Internet is gradually increasing, and the number of users using the Internet is gradually increasing due to the improvement of these services.
For example, in recent years, the number of Internet users who want to receive education and consulting by using the Internet is increasing due to the advantage of not being restricted by the place and time, and the subject of education and consulting through the Internet is rapidly expanding to various fields. .
Therefore, when a user pays a fee through an online system such as the Internet, an online education / consulting system that provides education and consulting-related contents in the corresponding field as the paid cost is actively developed and attempted in various fields. Usage is becoming more widespread, regardless of user age or occupation.
In addition, it is undeniable that e-commerce such as online shopping malls that receive goods when users order goods and pay for them using online systems such as the Internet is settled as a part of our lives with the spread of the Internet.
The use of such online systems such as the Internet has been applied to stock-related investments such as futures and options without exception. Recently, a large number of people use the Internet to make futures and options.
Currently, futures and options are traded in two ways: open quotations and computerized trading. Recently, computerized trading that can handle various transactions quickly and accurately and is available 24 hours a day is mainly used.
Moreover, as the development of data communication technology using the Internet is rapidly progressing, the spread of electronic trading techniques using the network is spreading widely in all industries, and according to this trend, futures, options, and options are not provided through open network. Electronic trading is mainly used.
As is known, Futures is a legally binding contract that allows an organized futures exchange to buy or sell underlying assets standardized for quality, specification, quantity, etc. at a specific point in time in the future. to be.
However, these futures trades have been perceived to be at higher risk due to higher leverage effects than equities, and require a few complex and complex theoretical knowledge, with only a handful of securities investors.
Option also refers to the transaction of buying and selling the right to sell a specific asset (KOSPI200) at a predetermined price in the future.
In other words, an option is a right to buy or sell a basic asset at a predetermined price within a predetermined time point.In this case, a call option and a right to sell are sold. It is called).
Such a futures option transaction involves opening an account with a trading entity to a securities company or a futures company and placing an order for the details of futures options to be traded to the securities company or futures companies. According to the order, request the transaction approval to the stock futures exchange.
After that, when the securities futures exchange approves the transaction, the securities company or the futures company notifies the customer of the approved transaction and informs that the sale of the order has been made.
Transactions on such futures options are made by customers visiting securities firms or futures companies, or by placing an order via fax or telephone.
However, in recent years, the online trading of cyber trading has greatly increased due to the development of data communication technology and computer programs, and the increase in cyber trading is due to the ease of access and various stock price information. This is because there are many advantages such as providing, real-time tracking of quotes, and fast trading orders.
As mentioned above, the frequency of buying and selling online options and futures is increasing compared to the past, which is attributable to the coordination of global stock markets, the increase in date trading, and the convenience of trading orders.
Referring to FIG. 1, the future options online trading system will be described. The online trading system includes an Internet-enabled customer terminal 10 and an order history received from the customer terminal 10. The order server 20 of the securities company or the futures company relaying a transaction for a futures option, such as requesting a transaction approval and notifying the transaction approved order details to a customer terminal, and the transaction history requested for approval from the order server 20. It is composed of a stock futures exchange server 30 to determine whether to approve accordingly.
The futures option trading method using the futures option online trading system, first, by using the customer terminal 10 or in person to open an account for trading at a securities company or a futures company, the future option items that you want to trade based on the opened account Enter the order details for and send it to the order server.
Next, the order server 20 requests the stock market exchange server 30 to approve the sale of the order item according to the order details transmitted from the customer terminal 10.
When the sale is approved at the stock exchange server 30, the order server 20 transmits it to the customer terminal 10, and withdraws the purchase price from the customer's account or deposits the selling price. Process the transaction.
However, in the conventional futures option trading method and system, a customer directly opens an account with a securities company, a futures company, or a financial institution, deposits an amount to invest, and then trades in accordance with the order method provided by these institutions. Since it is necessary to conclude, general customers have a lack of systematic education or training in the actual investment, there is a problem that there is a risk that the loss of the total investment amount.
In addition, there are many cases in which the general customers lose money because they often conclude the deal with rumors or their intuition without systematic analysis on the investment method.
To solve the above problems, securities firms or futures companies operate mock trading systems using mock accounts, allowing customers to train futures options investments indirectly without direct investment losses. It is difficult to expect a clear result because the trading method differs greatly from the actual trading method.
In addition, since this is not a real investment and no profit is generated, it is true that there is a limit in satisfying a customer's desire for profit by simple investment training.
In addition, in the past, no institution providing systematic education, information provision, and consulting for customers who wish to invest in future options was not easy for beginners or general customers to access futures options investment. There was a problem to participate.
Therefore, the present invention has been invented to solve the above problems, if the customer registered as a member pays a certain education cost through the offline workplace and online server, the practice of investment in futures options or offline or via the Internet network and We provide consulting on theoretical education and investment and apply it to actual investment.In addition, we conduct real-time futures option investment along with real-world training at the cost of the customer's education. In return, we provide a futures option service method that combines education and consulting with customers to receive investment training and consulting by experts, and to obtain the effect of investing actual futures options at the cost of education and consulting. There is a purpose.
In order to solve the above problems, the present invention,
The customer accesses the workplace server from the computer in the offline workplace or from his / her computer through the Internet network, enters the member information to join as a member, and provides education and consulting on futures option investment, various investment related knowledge and real-time information. Paying for the education cost in exchange for the provision;
Receiving, by the workplace server, the various contents produced at the head office through an online network from the head office server;
Relaying, by the workplace server, various contents provided by the head office server to a computer of a customer connected as a member through an internet network;
Executing, by the business server, a trading order for a futures option by accessing a trading server of a securities company or a futures company through a trading order request system for futures options;
Provides a gift option service method, including education and consulting, including.
In addition, the business server makes a purchase order request of a futures option along with real-time training by utilizing the education cost settled by the customer through the sale order request system as investment funds, and when the profit of the investment occurs, the commission and the head office Investment profits other than the profits are characterized in that the deposit to the account of each member entered as member information.
In addition, the head office server transmits a futures option trading signal, and the trading order request system of the workplace server in response to the trading signal transmitted from the head office server to the trading server of the securities company or futures company characterized in that the trading order request.
According to the gift option service method of the present invention as described above, when a customer who subscribes as a member pays a certain education cost, a practice related to practical and theoretical education and investment on future option investment through offline or internet network is provided. Guided investments to be applied to the investment, and after the future option investment with the education costs paid by the customer, if the investment profit occurs, the investment profit is returned to each customer to provide the customer with actual investment training and consulting. In addition to the cost of training, you will be able to invest in live futures options at the same time as training and consulting costs.
Accordingly, members can expect relevance of real education by leveraging the profits of real education using the educational expenses, and can maximize the leverage effect of real education and maximize the efficiency of investment and actual education.
In other words, individual investors can receive early education on actual futures options due to the investment in education costs, and have the advantage of safety that does not cause investment loss as a single investment. By experiencing it, you can quickly gain practical knowledge about futures options.
Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings.
2 is a block diagram of a gift option service system that combines education and consulting functions according to the present invention.
The present invention provides consulting related to practical and theoretical education and investment on futures option investment through offline or internet network after paying a certain education cost after the customer joins the offline workplace computer or his computer 110. In each workplace where the customer is a member, each member's offline workplace computer or his / her computer (eg, education and consulting through experts, knowledge related to various investments, and real-time information) connected to the server through the Internet. 110), which allows customers to trade with their securities firms or futures companies on their own, and also generates future investments by making investments in futures options using investments paid by customers at each business site as investment funds. It is a system that provides profit to customers as a return on investment.
To this end, the system of the present invention, the computer 110 of the customer connected to the Internet network; Payment system that allows customers who are registered as members by accessing from their computer 110 through the Internet network to pay for the cost of providing contents such as education and consulting on investment in futures options, knowledge related to various investments, and real-time information. Is provided, the head office server 120 for relaying the various contents provided from the head office server 130 to each member computer 110 through the Internet network; It comprises a head office server 130 that provides the content produced in the head office to each of the workplace server 120 connected to the online network.
In this case, each of the business server servers 120 may transmit and receive the trading options for the futures options by accessing the trading server 140 of the securities company or the futures company that relays the trade of the futures option through the Internet network. A trading order request system is provided.
In addition, the business server server 120 accesses the trading server 140 of a securities company or a futures company through the trading order request system to make a trading order request for a futures option using the money paid by the customer as investment funds, and when an investment profit is generated. It is provided to deposit the investment profits excluding the commission and the profits of the head office through the account transfer system into the account of each member entered as the member information.
In the system of the present invention described above, if the headquarters server 130 produces contents such as education and consulting, various investment-related knowledge, and real-time information at the head office, and provides them through the head office server 130, each workplace server connected to the head office server 130 through an online network. 120 serves to relay the various contents transmitted from the head office server 130 to the computer in each offline workplace or the computer 110 of the customer connected to the member.
Here, the contents provided by the server 120 of each business site are actual and theoretical educational materials on futures option investments produced by the investment experts of the head office, various investment-related educational materials photographed by CCTV cameras, and cyber trading methods for beginners. It can be educational materials, trading know-how advice materials, various options trading form materials, and other investment knowledge and real-time information that can be provided by experts, and investment consulting information for individual customers.
Such content may be produced and provided in various formats that may be provided through a monitor and a speaker of the computer 110 such as text, tables, drawings, charts, graphs, photos, sounds, and videos.
Accordingly, each business site can provide the above contents to a computer in the offline business site or a customer's computer 110 subscribed as a member through the server, and the customer can provide the above-mentioned contents to the offline business site or his computer 110. In the Internet through a variety of content related to the gift options provided from the workplace server 120 he is a member to join the user can easily and conveniently contact.
As described above, according to the system of the present invention, a customer can receive various contents produced by an expert through an internet network in real time without regard to time and place.
In addition, in the system of the present invention, a customer who lacks the investment-related knowledge of the futures option can acquire sufficient related knowledge by actively utilizing contents provided through an offline workplace or an internet network, and after acquiring some knowledge later, You will be able to invest in futures options on your own, and you will be able to maximize your return on investment as well as minimize your investment losses and risks, while also providing hands-on training and direct investments. There is an advantage.
On the other hand, each business site affiliated with the headquarters is paid by each customer member in exchange for providing the above contents, and the education expenses deposited in the corresponding account are used as a new investment fund for the futures option, and the investment is supported by the head office experts. To perform.
To this end, in the system of the present invention, the customer accesses the workplace server 120 from the computer in the offline workplace or the client's computer 110, and pays for the training expenses for training and consulting, and at the same time, inputs his / her account information. Each customer is registered as a member to access the trading server 140 of the securities company or the futures company which relays the trade of the futures option through the internet network, and executes a trading order for the futures option. The workplace server 120 is equipped with a trading order request system.
And, each of the business server server 120 is to receive a trading signal from the head office server 130, the main office server 130 is to transmit a futures options trading signal by the investment specialist, each of the business server ( The trading order request system of 120 is configured to make a trading order request to a trading server 140 of a securities company or a futures company in connection with a trading signal transmitted from the head office server 130.
Accordingly, in accordance with the trading signal transmitted from the head office server 130, each business server 120 accesses the trading server 140 of the securities company or the futures company through the internet network to request a trading order request using the money paid by the customer as investment funds. You can do it.
As a result, the trading server 140 of the securities company or the futures company receives the order request information from each of the business server 120 and requests the conclusion of the transaction in accordance with the order form of the securities / futures exchange, the securities / futures exchange server 150 ), The transaction conclusion system receives an order request from the trading server 140 of the securities company and the futures company and concludes the transaction.
At this time, when investment profit occurs, each workplace server 120 calculates and deposits the investment profit excluding the commission and the profit of the head office to the account of each customer retained as a member. 110, transfer the deposit information according to the investment profit.
As described above, in the system of the present invention, each customer who is registered as a member accesses the workplace server 120 through the internet network from his computer 110, and then provides various contents such as practical and theoretical education and consulting related to futures option investment. During the period of payment as a member, additionally, the profits of the futures options investment on the educational expenses paid for the provision of the contents can be deposited into the account as investment proceeds. After the payment, the investment-related content will not be provided as much as the paid education cost, and as a leverage effect, additional investment profits will be realized by utilizing the education cost paid by the customer as a new investment fund.
According to the system of the present invention, even if you are a beginner customer who is interested in futures options but lacks information and knowledge, if you simply pay a certain amount of educational expenses through the Internet from your computer 110, future futures options In order to participate directly in the investment, it is possible to easily provide contents such as systematic educational materials, investment related information and knowledge, know-how, and consulting materials related to the futures option investment with the computer 110, and finally provide them with the computer 110. Leverage the content you receive to allow each customer to learn or refer to future investments in future option investments, and additionally, from the relevant workplace where you signed up for the investment benefits resulting from the educational costs paid by each customer during the retention period. The benefits of education and consulting, along with the benefits of investment The effect can be obtained at the same time.
Here, when the customer pays the education cost in exchange for providing education and consulting through the internet network, each business site where the customer subscribes as a member utilizes the education fee paid by the customer as a futures option investment fund as described above. The return to investment of each member customer as a return on investment will be provided.
Each workplace is responsible for recruiting and marketing as well as actual training, and each workplace receives a trading order according to the sales orders of the headquarters, such as the server 120 requests a transaction order according to the sales signal transmitted from the head office server 130. They make an option investment, which sets aside some of the profits from the investment as part of their profits, at the same time distributes a portion of the profits, and deposits a portion of the profits into the company's account for the company to make a profit.
Of course, each business site may incur a loss in the investment of the education fee paid for providing the content, so that each customer should be sufficiently informed that 100% of the education fee may be lost.
In addition, each workplace server 120 takes a corresponding action when a member is canceled and immediately settled from the customer's computer 110 through the Internet network. Revenues generated by investments to the account entered into the account and returned to the customer.
In addition, the head office produces various contents related to investment and provides them to each workplace server 120 through its own server and online communication network, whereby a customer who is a member of the workplace server 120 is a member of his / her computer 110. Access to the server 120 can be provided with the necessary investment-related content.
In addition, we can conduct offline training and consulting for our customers. In addition, we will send sales instructions according to the situation so that future investments can be made to each server 120 connected to the server. To help.
As such, in the present invention, when a customer who is a member pays for a certain education cost, the present invention can provide practical and theoretical training on futures option investment and consulting related to investment through offline or internet network so that it can be applied to real investment. Guide, and also carry out future option investments at the cost of education paid by the customer, and then return the investment profit to each customer when the investment profit is generated, so that the customer is provided with actual investment education and consulting by experts, At the same time, the cost of consulting can leverage the leverage effect of investing in futures options.
1 is a block diagram of a conventional futures options online trading system,
Figure 2 is a block diagram of a gift option service system combined with education and consulting functions according to the present invention.
<Explanation of symbols for the main parts of the drawings>
110: member computer 120: business server
130: head office server 140: brokerage company or futures trading server
150: securities / futures exchange server

Claims (3)

  1. The customer accesses the workplace server from the computer in the offline workplace or from his / her computer through the Internet network, enters the member information to join as a member, and provides education and consulting on futures option investment, various investment related knowledge and real-time information. Paying for the education cost in exchange for the provision;
    Receiving, by the workplace server, the various contents produced at the head office through an online network from the head office server;
    Relaying, by the workplace server, various contents provided by the head office server to a computer of a customer connected as a member through an internet network;
    Executing, by the business server, a trading order for a futures option by accessing a trading server of a securities company or a futures company through a trading order request system for futures options;
    Gift options service method including training and consulting, including.
  2. The method according to claim 1,
    The workplace server makes a purchase order request for a futures option by using the education cost settled by the customer through the sale order request system as an investment fund, and when the profit of the investment occurs, the investment profit excluding the commission and profits of the company headquarters through the account transfer system. Gift option service method that combines education and consulting, characterized in that the deposit to the account of each member entered as member information.
  3. The method according to claim 1,
    The head office server transmits a futures option trading signal, and the trading order request system of the workplace server makes a trading order request to a trading server of a securities company or a futures company in connection with the trading signal transmitted from the head office server. How to service futures options with consulting capabilities.
KR1020070107521A 2007-10-25 2007-10-25 Investment service method having education and consulting function of futures and option KR20090041825A (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
KR1020070107521A KR20090041825A (en) 2007-10-25 2007-10-25 Investment service method having education and consulting function of futures and option

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
KR1020070107521A KR20090041825A (en) 2007-10-25 2007-10-25 Investment service method having education and consulting function of futures and option

Publications (1)

Publication Number Publication Date
KR20090041825A true KR20090041825A (en) 2009-04-29

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Country Status (1)

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