KR20130020176A - Method and system for investing by using variability - Google Patents
Method and system for investing by using variability Download PDFInfo
- Publication number
- KR20130020176A KR20130020176A KR1020110082630A KR20110082630A KR20130020176A KR 20130020176 A KR20130020176 A KR 20130020176A KR 1020110082630 A KR1020110082630 A KR 1020110082630A KR 20110082630 A KR20110082630 A KR 20110082630A KR 20130020176 A KR20130020176 A KR 20130020176A
- Authority
- KR
- South Korea
- Prior art keywords
- investment
- amount
- volatility
- segment
- total
- Prior art date
Links
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Development Economics (AREA)
- Technology Law (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Entrepreneurship & Innovation (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
The present invention relates to a volatile investment method and system, and the volatile investment system according to the present invention includes an investment information register that registers a total investment amount, an investment item, and a return on investment set by an investor, and the total investment amount is N (N). An investment variability setting unit in which at least one investment variability of period-by-cycle volatility and price-to-price volatility is set to determine an investment time at which a segment divided by ≥ 1 is to be invested, and n (1≤n≤) for the total investment amount; N) a segment constituting part constituting a segment, an investment time determining part which periodically tracks and checks the volatility of the investment item and determines the nth investment time according to the set investment variability, and the n-th segment automatically. A repurchase conversion yield setting unit for setting an nth repurchase conversion yield to be repurchased, and a feature corresponding to the investment item at the nth investment time; When the n-th segment is invested in the investment target, an automatic repurchase determination unit periodically tracking and checking the volatility of the specific investment target invested by the n-th segment to check whether an n-th repurchase conversion yield is achieved; And an automatic repurchase processing unit for automatically repurchasing the n-th segment having the repurchase conversion yield and returning the total investment amount deposited in the investor's liquidity account.
Description
The present invention takes the volatility of the market index or individual products in segments of the total investment amount to achieve the profit set in the total investment amount.
The method of forming a large amount of money with a small amount of money includes a method of accumulating investment that provides a large amount of money by regularly and long-term diversifying investment in marketable products. However, when investing large amounts of money in marketable products, the volatility of the market is extended to the entire investment amount, which increases the risk.
Meanwhile, a home trade system has been proposed in which various investment conditions are set and automatically sell / buy according to the investment conditions. However, the automatic sell / buy method of the home trade system is required to sell / buy several times to hundreds of times a day if only the sell / buy is satisfied, which is suitable for short-selling but unsuitable for long-term investment.
An object of the present invention for solving the above problems is to determine the investment time on the basis of the investment volatility of at least one of the period volatility and the price-to-price volatility set by the investor for the segments that divide the total investment amount of the investor Investing by segment and repeating the process of automatically repurposing the segment and returning it to the total investment amount of the investor deposited in the liquidity account when each segment achieves the designated redemption conversion rate, but deposits / returns in the liquidity account. The present invention provides a volatility investment method and a system for collectively repurposing all of the invested segments when the sum of the valuations and the sum of the valuations of the invested segments exceeds or equals the investment target amount of the total investment.
The volatility investment system according to the present invention includes an investment information register that registers a total investment amount, an investment item, and an investment return rate set by an investor, and an investment time point at which a segment obtained by dividing the total investment amount by N (N≥1) is to be invested. An investment variability setting unit for setting at least one investment variability among period-specific variability and price-to-price volatility for determining, a segment constituting unit constituting an nth (1 ≦ n ≦ N) segment for the total investment amount; Periodically track and check the volatility of investment items to determine the n-th investment point in accordance with the set investment volatility, and the buy-back conversion is set to the n-th repurchase conversion rate to automatically buy back the n-th segment If the n-th segment is invested in a yield setting unit and a specific investment target corresponding to the investment item at the n-th investment time; An automatic repurchase determination unit that periodically tracks and checks the volatility of a specific investment target invested by the n-th segment and checks whether an n-th repurchase rate of return is achieved; It is provided with an automatic repurchase processing unit for recovering the total investment amount deposited in the investor's liquidity account.
According to the present invention, the investment information registration unit registers the initial investment price for the total investment amount, the segment configuration unit constitutes a first segment corresponding to the initial investment price, the investment time determination unit is the first segment After deciding the initial investment time to be invested, the second to Nth investment time points may be determined for each investment cycle based on the initial investment time.
According to the present invention, the volatility investment system corresponds to the return on investment by virtually repeating the segment investment and the return by substituting the set investment volatility and the total investment amount into the volatility data for the past investment period. The apparatus may further include a simulation unit configured to calculate a profitable prediction period during which the investment target amount is achieved.
According to the present invention, the volatility investment system, the investment target determination to determine the m (1≤m≤M) investment target that most suits the set investment variability among the M (M≥1) investment target corresponding to the investment item It may be further provided.
According to the present invention, the volatility investment system, the evaluation amount calculation unit for calculating the sum of the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object, and the total investment amount And a valuation amount determining unit for comparing the valuation target amount corresponding to the return on investment with the valuation amount and determining whether the valuation amount is greater than or equal to the investment target amount. When greater than or equal to the investment target amount, the segments invested in the respective investment targets may be automatically repurchased and collectively returned to the total investment amount.
In the volatility investment system according to the present invention, in a volatility investment method executed by a terminal or a server, a total investment amount, an investment item and an investment return rate set by an investor are registered, and the total investment amount is N (N≥ 1) setting investment variability of at least one of cycle volatility and price to price volatility to determine an investment point at which the segment divided by 2 is to be invested, and n (1 ≦ n ≦ N) segments for the total investment amount Constructing, periodically tracking and checking the volatility of the investment item to determine an nth investment time in accordance with the set investment volatility, and setting an nth repurchase rate of return to automatically repurchase the nth segment. And the n-th segment when the n-th segment is invested in a specific investment object corresponding to the investment item at the nth investment time. Periodically tracking and checking the volatility of a particular investment target invested by the segment to confirm whether an nth repurchase rate of return is achieved, and automatically repurchasing an nth segment for which the nth repurchase rate of return is achieved; Recovering the total investment amount deposited in the account.
According to the present invention, the volatility investment system, calculating a total valuation sum of the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object, and the return on investment of the total investment amount; Comparing the investment valuation corresponding to the sum with the sum of the valuations to determine whether the sum of valuations is greater than or equal to the investment valuation; The method may further include collectively repurchasing the segments invested in the investment target, and collectively returning the entire investment amount.
According to the present invention, while investing the total investment amount of the investor in segment units, investing in the segment unit by determining the point of time at which at least one of the designated period volatility and the volatility of the price volatility is satisfied as the investment time point of each segment By automatically repeating the process of repurchasing the invested segment by automatic redemption, there is an advantage of taking the volatility of the periodically changing market in segments to induce the investors to reach the target profit.
1A, 1B and 1C are diagrams showing the system configuration of the present invention.
2 is a diagram showing the configuration of the volatility investment module of the present invention.
3 is a diagram illustrating a segment investment process according to an embodiment of the present invention.
4 is a diagram illustrating a process of achieving a set return of the investment amount through segment investment in accordance with an embodiment of the present invention.
Hereinafter, with reference to the accompanying drawings and description will be described in detail the operating principle of the preferred embodiment of the present invention. It should be understood, however, that the drawings and the following detailed description are exemplary and explanatory and are intended to provide further explanation of the invention, and are not to be construed as limiting the present invention. In the following description of the present invention, a detailed description of known functions and configurations incorporated herein will be omitted when it may make the subject matter of the present invention rather unclear. The terms used below are defined in consideration of the functions of the present invention, which may vary depending on the user, intention or custom of the operator. Therefore, the definition should be based on the contents throughout the present invention.
As a result, the technical spirit of the present invention is determined by the claims, and the following examples are one means for efficiently explaining the technical spirit of the present invention to those skilled in the art to which the present invention pertains. It is only.
1A, 1B and 1C show the system configuration of the present invention.
In more detail, FIGS. 1A, 1B, and 1C determine investment time points based on at least one of volatility and price volatility set by the investor in segments that divide the investor's total investment amount. Investing in units and repeating the process of automatically repurchasing the segment and returning it to the total investment amount of the investor deposited in the liquidity account when each segment achieves the designated redemption conversion yield, are deposited / returned in the liquidity account. A system configuration comprising a volatility investment module 200 for repurposing all the invested segments when the valuation sum of the valuation amount and the invested segment valuation amount exceeds or equals the investment target amount of the total investment amount. As shown, the volatility investment module 200 is an investor stage as shown in Figure 1a Implemented through the investment program provided in (100), or through the relay server 115 to relay the investor terminal 100 and at least one investment system 105 and account system 110 as shown in Figure 1b, As illustrated in FIG. 1C, the at least one investment target may be implemented through an investment system 105.
The investor terminal 100 is a generic term for a terminal used by an investor, and may include a wired terminal including a computer and a laptop equipped with an investment program, and a wireless terminal including a mobile phone, a smartphone, and a tablet PC. Through the investment system 105 and the account system 110 can be connected, and in the case of Figure 1b it can be connected to the relay server 115. When the volatility investment module 200 is implemented through the relay server 115 or the investment system 105, the investment program may be omitted in the investor terminal 100.
The investment system 105 is a generic term for a system that operates a highly volatile investment product, such as stock / ETF (Fund, Exchange Traded Fund), funds, gold, real goods, or handles the purchase / repurchase of the investment product, It may include a system provided to the investment banking company or fund management company, or may include a trading system affiliated with the system provided to the investment banking company or fund management company.
The account system 110 is a general term for a system for operating a liquidity account in which the total investment amount of an investor to be invested in at least one investment target is deposited, and an account system or a virtual account system of a bank affiliated with the investment system 105. 110 may be included.
2 is a diagram showing the configuration of the volatility investment module 200 of the present invention.
More specifically, Figure 2 is implemented through the investment program of Figure 1a, or through the relay server 115 of Figure 1b, or the volatility investment module implemented through the investment system 105 of Figure 1c As illustrated in FIG. 2, a person having ordinary knowledge in the art to which the present invention pertains may refer to and / or modify this drawing 2 to implement various methods of configuring the volatility investment module 200. For example, some components may be omitted, subdivided, or combined). However, the present invention includes all implementation methods inferred from the above description, and the description thereof may be performed only by the implementation method illustrated in FIG. Features are not limited.
Referring to FIG. 2, the volatility investment module 200 includes an investment information registration unit 205 in which the total investment amount, investment item, and return on investment set by the investor are registered, and the total investment amount is N (N ≧ 1). An investment volatility setting unit 210 in which at least one of investment cycle volatility and price volatility is set to determine an investment time point at which the segment divided by 2 is invested, and volatility during the past fixed period for the investment item is provided. And a simulation unit 215 that calculates a profitable prediction period during which an investment target amount corresponding to the return on investment is achieved by substituting the set investment variability and the total investment amount into data and virtually repeating segment investment and return. .
An investor inputs and transmits investment information including the total investment amount, investment item, and return on investment after joining / authenticating through his or her investor terminal 100, or the investor operates the volatility investment module 200. After the visit to the institution to determine the investment information including the total investment amount and investment items and the return on investment after a considerable investment, the investment information registration unit 205 registers the total investment amount and investment items and investment return set by the investor do.
Here, the total investment amount is an amount that the investor places to invest in the long term through the volatility investment module 200, and includes the total amount deposited in the liquidity account of the investor opened in the account system 110.
The investment item is a category to which a specific investment target or investment target for the segment of the total investment amount belongs, and has a volatility above a certain level, such as stock / ETF, funds, gold, and physical commodities. Include.
The return on investment is a target return that an investor intends to achieve through the volatility investment module 200 by investing the total investment amount, and an investment target amount of the total investment amount is calculated by the return on investment. For example, if the total investment amount is 100 million won and the return on investment is 30%, the target investment amount is 30 million won. Here, the return on investment may be a rate of return including a limited rate of return, or a fee, by which the present invention is not limited.
According to the implementation method of the present invention, the investment information registration unit 205 may register the initial investment price for the total investment amount set by the investor, the initial investment price is the total investment amount according to the intention of the skilled person It can be automatically determined based on a certain ratio of.
The investment volatility setting unit 210 outputs an interface for setting at least one of investment cycle volatility and price volatility for the total investment amount through the investor terminal 100, and inputs from the investor through the interface. Receive and store at least one investment volatility. Alternatively, the investment volatility may be set by investment counseling.
Here, the variability for each cycle is a reference value for periodically determining the investment time, and includes a starting price or a closing price for determining the investment time by a certain period (eg, daily, weekly, monthly, or arbitrary period). And index fluctuations that determine segment investments based on the rate of increase or decrease of the initial or closing price of the current cycle relative to the last cycle (eg, previous day, previous week, previous month, past schedule period).
The volatility relative to the price is a reference value for determining an investment point based on the previous investment price, and the rate of increase in the investment price relative to the previous investment price or the basis for determining the segment investment based on the increase or decrease rate of the investment price relative to the initial investment price. Or price fluctuations that determine segment investments based on a reduction rate. According to an embodiment of the present invention, the price-to-price volatility preferably includes a price fluctuation of at least one cycle.
According to the investment volatility setting method of the present invention, the investment volatility setting unit 210 may be set by selecting any one of the period-specific volatility and price-to-price volatility, or set by combining the period-specific volatility and price volatility You can do that.
When the investment information set by the investor is registered and the investment volatility is set by the investment volatility setting unit 210, the simulation unit 215 sets the volatility data for the past period for the investment item. The virtual investment amount that adds the valuation amount deposited / returned to the liquidity account and the segment valuation amount virtually invested in each investment object by virtually repeating the segment investment and the return by substituting the investment volatility and the total investment amount Calculate the profitable forecast period that is greater than or equal to the investment target amount corresponding to the investment return of the amount.
According to the simulation method of the present invention, the simulation unit 215 is a difficult event (e.g., war, natural disasters, global financial crisis, etc.) that occur repeatedly in a normal financial environment of the volatility data used for the simulation. It is preferable to exclude the data corresponding to the simulation.
According to the present invention, the investment information including the total investment amount, investment items and investment returns, and the period-specific volatility and price for the total investment amount based on the profit achievement prediction period calculated by the simulation unit 215. At least one of the relative volatility may be adjusted.
Referring to FIG. 2, the volatility investment module 200 periodically includes a segment constitution unit 220 constituting an nth (1 ≦ n ≦ N) segment with respect to the total investment amount, and the volatility of the investment item periodically. An investment time determining unit 225 that tracks and checks and determines an n-th investment time in accordance with the set investment variability, and includes an investment variance among M (M≥1) investment targets corresponding to the investment item. It further includes an investment target determination unit 230 for determining the most suitable m (1≤m≤M) investment target.
The segment constitution unit 220 constitutes N segments in which the total investment amount is divided into N, and the N segments may be the same amount or different amounts. For example, if the total investment amount is 100 million won, the segment constitution unit 220 may divide the 100 million by 100 to form a segment of 1 million won each.
According to the exemplary embodiment of the present invention, the N segments may be reconfigured repeatedly after the initial configuration at the time when the set profit, investment cycle, and investment fluctuation are set, and immediately before the investment time of a specific segment.
If the initial investment price of the total investment amount is registered, it is preferable that the segment constructing unit 220 constitutes a first segment corresponding to the initial investment price.
When period volatility is set by the investment volatility setting unit 210, the investment time determination unit 225 periodically tracks and checks the volatility of the investment item to determine a period meeting the volatility of the set period. The period at which the volatility of the investment item corresponds to the set volatility for each cycle is determined as the nth investment time at which the nth segment is invested.
Alternatively, when the volatility of the price is set by the investment volatility setting unit 210, the investment time determination unit 225 periodically tracks and checks the volatility of the investment item to determine whether it meets the set volatility for each cycle, The time point at which the volatility of the investment item corresponds to the set price to volatility is determined as the nth investment time at which the nth segment is invested.
Alternatively, when the period-specific volatility and price-to-price volatility are set by the investment volatility setting unit 210, the investment time determining unit 225 periodically tracks and checks the volatility of the investment item to set the volatility for each cycle. And the time point when the volatility of the investment item matches the combination of the set period volatility and the price / volatility as the nth investment time at which the nth segment is invested.
According to the implementation method of the present invention, the investment time determining unit 225 determines the first investment time for the first segment to be invested and then determines the second to Nth investment time for each investment cycle based on the initial investment time. It is preferable.
When the investment item includes an investment category to which one or more investment targets belong, according to an embodiment of the present invention, the investment target determination unit 230 corresponds to the investment category and is operated by the investment system 105. The m-th investment object that most closely matches the investment variability among M≥1) investment objects is determined as the investment object for the n-th segment to be invested.
Referring to FIG. 2, the volatility investment module 200 includes a repurchase rate return setting unit 235 for setting an nth repurchase rate of return to automatically repurchase the nth segment, and the investment at the nth investment time. Segment investment unit 240 for investing the n-th segment in a specific investment target corresponding to the item and the volatility of the specific investment target invested by the n-th segment periodically tracks and checks whether the n-th repurchase conversion yield is achieved. The automatic repurchase determination unit 245 confirms and the automatic repurchase processing unit 250 automatically repurchases the n-th segment in which the n-th repurchase conversion yield is achieved and returns the total investment amount deposited in the liquidity account of the investor. .
The repurchase conversion yield setting unit 235 sets the repurchase conversion yield to be achieved for automatic repurchase after the nth segment is invested in a specific investment target (or mth investment target) corresponding to the investment item. Here, the repurchase conversion rate is determined to be smaller than the return on investment, and the volatility of the specific investment target (or m-th investment target) for a certain period in the past, and the specific investment target (or m-th investment target) are unique. Investment characteristics (e.g., linkage between the market index and the investment target) and revenue characteristics (e.g., commission rate, average return over a period of time) and the investment market to which the specific investment target (or m-th investment target) belongs. Depending on the transaction characteristics (e.g., buy / buy time delay characteristics, etc.), the rate of return that can be reached within a certain period is automatically determined based on one or more of a range of returns. According to the present invention, the repurchase conversion yield may be determined to be the same or different for each investment object, even if the same investment target may be determined the same or different depending on the market environment at the time of investment.
The segment investment unit 240 processes the n-th segment to be invested in the specific investment target (or m-th investment target) in connection with the investment system 105.
When the n-th segment is invested in the specific investment target (or m-th investment target), the automatic repurchase determination unit 245 periodically tracks and checks the volatility of the specific investment target (or m-th investment target), The volatility of the specific investment target (or m-th investment target) determines whether the repurchase yield set in the n-th segment is achieved. If the repurchase conversion yield is achieved, the automatic repurchase determination unit 245 determines to automatically repurchase the n-th segment for which the repurchase conversion yield is achieved. When the specific investment object (or m-th investment object) can be immediately repurchased, the automatic repurchase determination unit 245 determines the point at which the redemption conversion yield is achieved as the automatic redemption point, and the specific investment object (or m-th). When a certain amount of time is required to repurchase the investment target, an automatic redemption time point corresponding to the required time may be determined.
When the automatic repurchase of the specific investment target (or m-th investment target) is determined, the automatic repurchase processing unit 250 operates the specific investment target (or m-th investment target) at the determined automatic repurchase time. The specific investment target (or mth investment target) is processed to be repurchased, and the repurchased n-th segment is returned to the investor's liquidity account through the account system 110.
Referring to FIG. 2, the volatility investment module 200 calculates a valuation amount calculation unit 255 that calculates the sum of the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object. And an evaluation amount determining unit 260 that compares the investment target amount corresponding to the return on investment of the total investment amount with the total evaluation amount and determines whether the total evaluation amount is greater than or equal to the investment target amount. When the total valuation amount is greater than or equal to the investment target amount, the automatic repurchase processing unit 250 automatically repurchases the segments invested in the respective investment targets and collectively reclaims the total investment amount.
The valuation amount calculation unit 255 evaluates the amount deposited / returned in the liquidity account at a time point when a specific segment is returned to the liquidity account or at a predetermined predetermined period, and calculates the amount of each segment invested in each investment object. By evaluating the value, the sum of the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object are calculated.
The evaluation amount determining unit 260 checks the investment target amount corresponding to the return on investment of the total investment amount, and compares the identified investment target amount with the calculated total evaluation amount to determine the investment target amount. Determine if greater than or equal to amount.
If the total valuation amount is greater than or equal to the investment target amount, the automatic repurchase processing unit 250 automatically repurchases the investments in the respective investment targets through the investment system 105 operating each investment target. The total amount of investment in the liquidity account is returned collectively.
3 is a diagram illustrating a segment investment process according to an embodiment of the present invention.
In more detail, FIG. 3 illustrates a process of investing for each segment by determining an investment time point based on the investment volatility set by the investor, and referring to FIG. 3, referring to FIG. When the investor's total investment amount is deposited in the liquidity account of the opened investor (300), when the investment information including the total investment amount, investment item, and return on investment is input from the investor (305), the volatility investment module 200 Registers the input investment information (310).
If at least one investment variability of period-by-cycle variance and price-to-volatility is input from the investor to determine an investment point at which the segment divided by the total investment amount into N is invested (315), the variability investment module 200 generates An investment volatility of at least one of period volatility and price volatility for determining an investment point of a segment is set (320).
The volatility investment module 200 constitutes an n-th segment in which the total investment amount (or investment amount balance) deposited in the liquidity account of the investor is N (325), and periodically tracks and checks the volatility of the investment item. The n-th investment time is determined in accordance with the set investment volatility (330).
The investment system 105 maintains M investment subjects having variability more than a predetermined reference value (335). When the nth investment point is determined, the volatile investment module 200 performs the set investment among the M investment subjects. The m-th investment target that best fits the volatility is identified (340). On the other hand, when the n-th segment is invested in the designated specific investment target corresponding to the investment item, the process of identifying the m-th investment target can be omitted.
The volatility investment module 200 sets an n-th repurchase rate of return to automatically repurchase the n-th segment (345), and through the investment system 105 to the specific investment target (or m-th investment target) Invest 350 the n-th segment.
4 is a diagram illustrating a process of achieving a set return of the investment amount through segment investment in accordance with an embodiment of the present invention.
In more detail, Figure 4 shows that the total investment amount of the investor for each segment is invested, but the total valuation sum of the valuation amount deposited / returned in the investor's liquidity account and the segment valuation amount invested in each investment target is added to the total investment. In the case of greater than or equal to the investment target amount corresponding to the return on investment of the amount of money, a process of collectively repurchasing the segments invested in the respective investment targets and returning them to the total investment amount is illustrated. Referring to FIG. While the system 105 operates the investment target invested by the n-th segment through the process shown in FIG. 3 (400), the volatility investment module 200 periodically changes the volatility of the investment target invested by the n-th segment. Tracking and checking to see if the nth repurchase yield is achieved (405).
If the nth redemption conversion yield is achieved, the volatility investment module 200 determines an automatic redemption point of the nth segment (410), and automatically repurchases the nth segment at the determined auto redemption point of account system. Return to flow account through 110 (415).
The volatility investment module 200 calculates a total valuation amount by adding the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object (420), and corresponds to the return on investment of the total investment amount. It is determined whether the total valuation amount is greater than or equal to the investment valuation amount by comparing the investment target amount with the total valuation amount (425).
If the total valuation amount is greater than or equal to the investment target amount, the volatility investment module 200 automatically repurchases the segments invested in the respective investment targets and totally invests the liquidity account through the account system 110. Collect the amount of money back (430).
100: investor terminal 105: investment system
110: account system 115: relay server
200: volatility investment module 205: investment information register
210: investment volatility setting unit 215: simulation unit
220: segment composition unit 225: investment time determination unit
230: investment target decision unit 235: repurchase conversion rate setting unit
240: segment investment unit 245: automatic repurchase determination unit
250: automatic repurchase processing unit 255: evaluation amount calculation unit
260: evaluation amount judgment unit
Claims (7)
An investment volatility setting unit configured to set at least one of investment volatility of period-specific volatility and price volatility for determining an investment time point at which a segment obtained by dividing the total investment amount by N (N≥1) is invested;
A segment constructing unit constituting an nth (1 ≦ n ≦ N) segment of the total investment amount;
An investment time determining unit which periodically tracks and checks the volatility of the investment item and determines an nth investment time according to the set investment volatility;
A repurchase conversion yield setting unit for setting an nth repurchase conversion yield to automatically repurchase the nth segment;
When the n-th segment is invested in a specific investment object corresponding to the investment item at the nth investment time, the n-th repurchase rate of return is achieved by periodically tracking and checking the volatility of the specific investment object invested by the n-th segment. Automatic repurchase determination unit to check whether the; And
And an automatic redemption processing unit for automatically repurchasing the n-th segment having the nth redemption conversion yield and returning the total investment amount deposited in the liquidity account of the investor.
The investment information registration unit,
The initial investment price for the entire investment amount is registered,
The segment configuration unit,
Constitute a first segment corresponding to the initial investment price,
The investment point determination unit,
And a second to N-th investment time for each investment cycle based on the first investment time after determining the first investment time for the first segment to be invested.
The return period for achieving the investment target amount corresponding to the return on investment is achieved by substituting the set investment volatility and the total investment amount into the volatility data for the investment item in the past and virtually repeating the segment investment and return. A volatility investment system characterized by further comprising a simulation unit for calculating.
Volatility characterized in that it further comprises an investment target determining unit for determining the m (1 ≤ m ≤ M) investment target that most suits the set investment variability among the M (M ≥ 1) investment target corresponding to the investment item Investment system.
An evaluation amount calculation unit for calculating a total evaluation amount obtained by adding the evaluation value deposited / returned in the liquidity account and the segment evaluation amount invested in each investment object; And
And a valuation amount determining unit that compares the investment target amount corresponding to the return on investment of the total investment amount with the sum of valuation amounts and determines whether the total valuation amount is greater than or equal to the investment target amount.
The automatic repurchase processing unit,
And when the total valuation amount is greater than or equal to the investment target amount, automatically repurchase the segments invested in the respective investment targets and collectively return them to the total investment amount.
Registering the total investment amount and investment item and return on investment set by the investor;
Setting investment volatility of at least one of period volatility and price volatility for determining an investment point at which a segment obtained by dividing the total investment amount by N (N ≧ 1) is to be invested;
Constructing an nth (1 ≦ n ≦ N) segment for the total investment amount;
Periodically tracking and checking the volatility of the investment item to determine an nth investment time according to the set investment volatility;
Setting an nth repurchase rate of return to automatically repurchase the nth segment;
When the n-th segment is invested in a specific investment object corresponding to the investment item at the nth investment time, the n-th repurchase rate of return is achieved by periodically tracking and checking the volatility of the specific investment object invested by the n-th segment. Checking whether it is; And
And automatically repurchasing the n-th segment for which the n-th repurchase rate of return has been achieved and returned to the total investment amount deposited in the investor's liquidity account.
Calculating an aggregate valuation sum of the valuation amount deposited / returned in the liquidity account and the segment valuation amount invested in each investment object;
Comparing the investment target amount corresponding to the return on investment of the total investment amount with the total evaluation amount and determining whether the total evaluation amount is greater than or equal to the investment target amount; And
If the total valuation amount is greater than or equal to the investment target amount, the step of automatically repurchasing the segments invested in the respective investment targets and collectively return to the total investment amount; volatility investment, characterized in that it further comprises Way.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| KR1020110082630A KR20130020176A (en) | 2011-08-19 | 2011-08-19 | Method and system for investing by using variability |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| KR1020110082630A KR20130020176A (en) | 2011-08-19 | 2011-08-19 | Method and system for investing by using variability |
Related Child Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| KR1020130061532A Division KR20130077853A (en) | 2013-05-30 | 2013-05-30 | System for investing by using variability |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| KR20130020176A true KR20130020176A (en) | 2013-02-27 |
Family
ID=47898169
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| KR1020110082630A KR20130020176A (en) | 2011-08-19 | 2011-08-19 | Method and system for investing by using variability |
Country Status (1)
| Country | Link |
|---|---|
| KR (1) | KR20130020176A (en) |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| WO2015194735A3 (en) * | 2014-06-18 | 2017-05-18 | 큐에이알에이소프트 | Method for adjusting and distributing liquidity |
| WO2022211485A1 (en) * | 2021-03-30 | 2022-10-06 | 장우혁 | Design crowdfunding platform provision method, and device and system therefor |
-
2011
- 2011-08-19 KR KR1020110082630A patent/KR20130020176A/en active Application Filing
Cited By (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| WO2015194735A3 (en) * | 2014-06-18 | 2017-05-18 | 큐에이알에이소프트 | Method for adjusting and distributing liquidity |
| US10943299B2 (en) | 2014-06-18 | 2021-03-09 | Qarasoft Inc. | Adjusting and distributing liquidity |
| WO2022211485A1 (en) * | 2021-03-30 | 2022-10-06 | 장우혁 | Design crowdfunding platform provision method, and device and system therefor |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| Peng et al. | The impact of bancassurance on efficiency and profitability of banks: Evidence from the banking industry in Taiwan | |
| Mizrach et al. | The market microstructure of the European climate exchange | |
| Shi et al. | Public news arrival and the idiosyncratic volatility puzzle | |
| US20060184444A1 (en) | Trading tool to enhance stock and commodity index execution | |
| JP2010118084A (en) | System and method for estimating and optimizing transaction cost | |
| JP2005530232A5 (en) | ||
| Hasselknippe | Systems for carbon trading: an overview | |
| Masteika et al. | Research on futures trend trading strategy based on short term chart pattern | |
| Chen et al. | Suppliers’ and customers’ information asymmetry and corporate bond yield spreads | |
| JP6794431B2 (en) | Initial Margin Methods and systems for calculating and providing initial margin based on the Standard Model | |
| Weber | Adoption of electronic trading at the International Securities Exchange | |
| Batrinca et al. | Expiration day effects on European trading volumes | |
| Ahn et al. | Applying option Greeks to directional forecasting of implied volatility in the options market: An intelligent approach | |
| US20090240557A1 (en) | Method, apparatus and computer program product for valuing a technological innovation | |
| JP2007272325A (en) | Sma management system and sma management method | |
| Plante | Should Corporate Bond Trading Be Centralized? | |
| KR20130020176A (en) | Method and system for investing by using variability | |
| Niknya et al. | Financial distress prediction of Tehran Stock Exchange companies using support vector machine | |
| KR102019609B1 (en) | System for Investing by using Heterologous Variability | |
| Rawal | Indian Stock Market and Investors Strategy | |
| CN113657894A (en) | Foreign exchange quotation processing method and device and electronic equipment | |
| CN115221212A (en) | Fund investment data management system and method | |
| KR20170007497A (en) | System for Investing by using Variability | |
| Hoffmann | Adverse selection, market access, and inter-market competition | |
| Balčiūnas et al. | eXChange rate foreCasting With information floW approaCh |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| A201 | Request for examination | ||
| E902 | Notification of reason for refusal | ||
| AMND | Amendment | ||
| E601 | Decision to refuse application | ||
| AMND | Amendment | ||
| A107 | Divisional application of patent | ||
| J201 | Request for trial against refusal decision | ||
| J501 | Disposition of invalidation of trial |