KR20140144965A - Automatic trading method and apparatus of financial product - Google Patents

Abstract

The present invention relates to a method and an apparatus to automatically trade financial products in order to enable a reserved transaction of financial products (stock, futures, option) and to protect investors (especially, small investors) by liquidating automatically according to the reservation. The method to automatically trade financial products includes the following steps: storing an automatic financial product trading program in a memory in an investor terminal by a download and then executing the stored automatic financial product trading program by an execution request of an investor; displaying a liquidation strategy sheet, included in the executed automatic financial product trading program, on a screen by extracting the liquidation strategy sheet from the investor terminal; inserting a trading item into the liquidation strategy sheet in the investor terminal; setting an investment strategy by inserting a reservation strategy according to the setting of the investor into the liquidation strategy sheet in the investor terminal; receiving information for the liquidation of a holding item from a security company server after setting the investment strategy in the investor terminal; and automatically liquidating the holding item in preparation for the investment strategy which sets information for the liquidation of the holding item received from the investor terminal.

Description

TECHNICAL FIELD [0001] The present invention relates to an automatic trading method and apparatus,

The present invention relates to a method and system for automatically selling financial products, and more particularly, to a method and system for automatically trading financial products (stocks, futures, options) Investors) of the financial products.

Recently, as a part of financial tech- niques, small investors are investing in financial instruments such as stocks, futures and options. Most small investors have very poor information capabilities such as comprehensive index trends, future market forecasts, stock recommendation or corporate information, and it is very difficult to expect earnings from investment strategies based on such insufficient information.

In addition, small investors tend to invest heavily in the atmosphere, so there is a case in which a large loss occurs due to the expectation that the stock price will go up when the stock price goes up, and the expectation that the stock price will rise soon.

In addition, small investors are not investing in investment strategies based on accurate information, but investing in their own intuition in accordance with the investment strategy and atmosphere based on the lack of information, resulting in a huge loss.

In order to reduce the loss due to such stock, futures, and option investments, conventionally proposed techniques are disclosed in Korean Patent Laid-Open Publication No. 2001-0000884 (published on January 15, 2001) and Patent Document 2 Korean Patent Registration No. 10-1261628 (published on May 3, 2013).

A first process of connecting to an Internet network and accessing a server and authenticating a homepage login, a second process of determining whether to select a stock index futures / stock index option when login authentication is completed, A third step of determining whether to select the stock if the stock index futures / stock price index option is not selected in the process, a fourth step of searching for a wholly-stocked item by selecting the stock in the third step, Selecting the stock index futures / stock index option or searching for the wholly-owned stock in the fourth step, and conducting a sales analysis and outputting a real-time marketing message.

The conventional technology described above sets up the conditions for entry and sale of stocks listed in KOSDAQ or KOSDAQ as well as buying and selling of stocks, as well as elaboration in the stock index futures / stock index options, quantified purchases, Real-time trading messages are used to carry out securities trading.

Also, in the disclosed patent document 2, in order to protect a small investor, the investor's investment loss is minimized to minimize the loss of the small investor by automatically clearing the corresponding stock.

Korean Patent Laid-Open Publication No. 2001-0000884 (published on January 15, 2001) Korea Registered Patent Registration No. 10-1261628 (Announced on May 3, 2013)

However, since the above-described Patent Document 1 provides a real-time marketing message, it is inconvenient for investors to always wait for a message.

In addition, in Patent Document 1, since a server is used as a relay means, and a server and a personal computer are connected to each other to exchange information related to securities while exchanging information about stock trading, an investor continuously displays a screen There is an inconvenience to watch.

In addition, Patent Document 2 has a disadvantage in that it is impossible to automatically purchase and sell financial products according to breakage or price because there is no reservation function such as breakage or price.

SUMMARY OF THE INVENTION Accordingly, the present invention has been made to solve all the problems occurring in the prior art as described above and to minimize the loss of micro-investors,

An object of the present invention is to provide a method and system for automatically selling and selling a financial instrument, which can reserve and sell financial instruments (stocks, futures, options), and automatically protects investors (in particular, small investors) And an apparatus.

Another object of the present invention is to provide a method and system for automatically selling and selling a financial product in which when a bookmarked transaction is made on a financial instrument, the bookmark is automatically carried over to the next day when the same day is not traded, Device.

Another object of the present invention is to provide a method and an apparatus for automatically selling a financial instrument so that the KOSPI can buy futures and options designated automatically when the price of the KOSPA exceeds the high price on that day.

Another object of the present invention is to provide a method and an apparatus for automatically selling a financial instrument so that the KOSPI can automatically sell designated gifts and options when the price falls on the same day.

According to another aspect of the present invention, there is provided a method for automatically selling financial products, comprising the steps of automatically trading financial products in a financial product sales system comprising an investor terminal and a securities company server connected to an investor terminal through a network, In the method,

(a) downloading a financial product automatic trading program from the investor terminal, storing the automatic financial merchandizing program in a memory, and executing a financial merchandise automatic trading program stored according to an investor's execution request;

(b) extracting a liquidation strategy sheet included in an automated financial merchandise program executed by the investor terminal and displaying the extracted liquidation strategy sheet on a screen;

(c) inserting a trading item in the liquidation strategy sheet at the investor terminal;

(d) setting an investment strategy by inserting a reservation strategy according to the setting of the investor in the investor terminal into the settlement strategy sheet;

(e) receiving information for clearing a holding stock from the securities company server after setting an investment strategy in the investor terminal;

(f) automatically clearing the stocks against the investment power set for the settlement of stocks received at the investor terminal,

Wherein the settlement strategy sheet includes reservation information for automatically executing buy / sell according to a reservation, and the investor terminal updates the settlement strategy sheet to the next day when the automatic settlement is not performed on the day according to the settlement strategy sheet And automatically carries out the transfer.

In the step (a), an automatic financial merchandise selling program is downloaded and stored in a memory, or a financial merchandise automatic trading program stored in a memory device is downloaded and stored in the memory.

The reservation information includes breaking reservation information for automatically buying / selling the quantity designated in the reservation application time on the next day when the closing price of the same day ends with an increase exceeding the set price by a specified number of times at a designated time .

The reservation information includes price reservation information for automatically executing buy / sell when the set price or the selling price reaches a set price when the set price or the selling price rises or falls.

The investor terminal is characterized in that the closing stock total price index received from the securities company server is higher than the set index and the futures and options are automatically purchased when the investor terminal breaks the present day set point.

The investor terminal is characterized in that the closing price composite stock index received from the securities company server is lower than the set index, and the gift set point automatically drops when the price falls below the set point on the day.

In the above case, the investor terminal automatically issues a buy / sell bid as much as the specified amount of futures and options when the specified amount of trading reaches the state where the buy-in quantity and the sell-by- .

In the above case, the investor terminal automatically clears the gift when the deviation of the quantity specified by the highest deviation after the deviation of the first best trading volume is decreased while the buyer / seller proceeds with the futures trading volume, When a tea gift breaks out, it makes a gift purchase and automatically clears the gift when the specified amount of deviation is reduced.

According to another aspect of the present invention, there is provided an apparatus for automatically selling financial products, comprising: a program downloading unit for downloading a financial merchandise automatic trading program on-line or from a memory device;

A liquidation strategy sheet extracting unit for extracting a liquidation strategy sheet included in an automatic financial merchandise sale program stored in the memory;

An input unit for inputting strategy setting data for setting a strategy in a clearing strategy sheet extracted according to an operation of an investor;

A communication unit for receiving information for clearing a holding stock in connection with a securities company server or for transmitting settlement stock settlement data to the securities company server;

Generates settlement item settlement data for automatically clearing the hold item by comparing the settlement item settlement information with the settlement strategy set in the settlement strategy sheet, and controls to transmit the generated settlement item settlement data to the securities company server And a control unit.

Wherein the settlement strategy sheet includes reservation information for automatically executing buy / sell according to reservations, and the control unit, when the automatic settlement is not performed on that day according to the settlement strategy sheet, And automatically carries out the transfer.

The reservation information includes breaking reservation information for automatically buying / selling the quantity designated in the reservation application time on the next day when the closing price of the same day ends with an increase exceeding the set price by a specified number of times at a designated time .

The reservation information includes price reservation information for automatically executing buy / sell when the set price or the selling price reaches a set price when the set price or the selling price rises or falls.

The control unit is characterized in that the closing price general stock price index is higher than the set index from the securities company server and the designated gifts and options are automatically purchased when breaking the present day set point.

The investor terminal is characterized in that the closing price composite stock index received from the securities company server is lower than the set index, and the gift set point automatically drops when the price falls below the set point on the day.

In the above case, the control unit executes the buying / selling by the designated amount of the futures and options automatically when the specified amount of trading reaches the state in which the rising or falling direction of the futures index is the same as the futures / .

In the above case, the investor terminal automatically clears the gift when the deviation of the quantity specified by the highest deviation after the deviation of the first best trading volume is decreased while the buyer / seller proceeds with the futures trading volume, When a tea gift breaks out, it makes a gift purchase and automatically clears the gift when the specified amount of deviation is reduced.

According to the present invention, when a program for strategic automatic trading of a financial product (stock, futures, options) is built in an investor terminal and the program is executed with only an investment strategy set in the program, And automatically conducts the trading of securities, thereby enabling the automated trading of financial products without investor intervention.

According to the present invention, a strategy for minimizing the investment loss is set based on the liquidation strategy sheet, and the advantage of being able to minimize the loss of the investor caused by the liquidation of the liquidation point by automatically clearing the stocks have.

According to the present invention, in contrast to the conventional investor who directly obtains market fluctuation information and liquidated the stocks by automatically clearing the stocks according to the strategy set by the investor and the market fluctuation information monitored in real time, It is possible to eliminate the time required for inputting an order for clearing the stock items and the convenience of providing the investor with convenience in securities trading.

In addition, according to the present invention, there is no fear that the investor will erroneously input the liquidation order, because the securities are automatically traded by the program, and investment loss due to erroneous input can be prevented.

Also, according to the present invention, it is convenient to carry out the liquidation process according to the liquidation strategy, but to carry out the liquidation process automatically the next day automatically carried over to the stocks that have not been liquidated because the liquidation conditions are not met.

In addition, according to the present invention, it is possible to make a break-through reservation or a price reservation, and to automatically trade a financial product according to a preset price reservation.

BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a block diagram of an automated financial merchandising device according to the present invention;
FIG. 2 is a configuration diagram of an exemplary embodiment of the investor terminal of FIG. 1;
FIG. 3 is a flow chart showing a method for automatically selling and selling a financial product according to the present invention,
4 is an illustration of an investment strategy sheet applied to the present invention;

Hereinafter, the present invention will be described in detail with reference to the accompanying drawings.

BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a block diagram of an automated financial merchandising system according to a preferred embodiment of the present invention; FIG.

1, the automated teller machine according to the present invention includes an investor terminal 100, a network 200, a securities company server 300, and an exchange server 400. In the present invention, only one investor terminal is displayed, but in reality, a large number of investor terminals are connected to a securities company server through a network, and the configuration and operation of each investor terminal are all the same, and therefore only one investor terminal will be described below .

The investor terminal 100 stores a financial product automatic buying and selling program that is downloaded on-line or downloaded through a memory device. The investor terminal 100 automatically stores the financial product in accordance with the strategy set by the investor, To sell. Such an investor terminal is preferably implemented as a computer, a notebook, a mobile phone, a smart phone, a tablet PC, a PDA, or an e-book. Here, the investor terminal 100 is a device for automatically trading financial products.

2, the investor terminal 100 includes a program downloading unit 105 for downloading and automatically storing a financial product automatic trading program on-line or from a memory device and storing the automatic financial merchandizing program in the memory 104; A liquidation strategy sheet extracting unit (106) for extracting a liquidation strategy sheet included in an automated financial merchandise program stored in the memory (104); An input unit 101 for inputting strategy setting data for setting a strategy in a clearing strategy sheet extracted according to an operation of an investor; A communication unit (102) for receiving information for clearing a holding stock in connection with the securities company server (300) or transmitting settlement stock settlement data to the securities company server (300); Generates settlement item settlement data for automatically clearing a corresponding stock item by comparing the settlement item settlement information with the settlement strategy set in the settlement strategy sheet, and transmits the generated stock item settlement data to the securities company server 300 And a control unit 103 for controlling the operation of the apparatus.

If the automatic settlement is not performed on the same day according to the settlement strategy sheet, the control unit 103 determines whether or not the settlement strategy sheet To the next day.

In addition, the automated teller machine includes an automatic boot program for automatically booting the investor terminal 100 according to a set time, and the controller 103 executes an automatic boot program to allow the investor terminal 100 to automatically Upon booting, the user logs in automatically with the securities company server 300, receives the information for clearing the holding stock from the securities company server 300, and automatically clears the stored items against the settlement strategy sheet.

Herein, the reservation information is the break-through reservation information for automatically purchasing / selling the quantity specified in the reservation reservation time on the next day in a specified number of times when the closing price of the day is ended exceeding the set price, And price reservation information for automatically executing buying / selling when the set buying price or the selling price reaches a predetermined price due to an increase or a decrease.

Here, the control unit 103 has a function of purchasing designated gifts and options automatically when the 3 o'clock closing stock total price index received from the securities company server 300 rises above the set index, The ability to sell designated futures and options automatically when the daily closing price index of a 3-hour closing stock price index received from the server 300 falls below the set index, The ability to execute buy / sell as much as the specified amount of futures and options when the specified trading volume is reached in the state where the quantity of stocks and the sell-by-waiting quantity are the same and the rising or falling direction of the futures index is the same. , The first best trading volume is deviated, and when the deviation of the specified quantity from the maximum deviation decreases, the gift is automatically cleared And a function of automatically setting the amount of the futures at the time of the first execution of the present invention and the function of automatically clearing the futures when the specified deviation is decreased.

Preferably, the controller 103 searches for a leader in accordance with a change in the leader search time and inserts the leader into the stock of interest, and when the leader has the largest change in the interest, And it is inserted into the current stock status.

More preferably, the control unit 103 searches for a leader in a lead search time, inserts the lead leader into the interested stock, automatically purchases the interested stock by the amount set by the investor, and automatically inserts the lead stock into the stored stock status.

The network 200 is a network for interconnecting the investor terminal 100, the broker server 300, the broker server 300 and the exchange server 400. The network 200 includes a public telephone network (PSTN), a packet network (PSDN) (LAN), a wide area network (WAN), an urban area network (MAN), an integrated information network (ISDN), a mobile communication network, and the Internet.

In addition, the broker server 300 is connected to the investor terminal 100 and provides the investor terminal 100 with basic information for settlement of stocks, such as a composite index. For example, the securities company server 300 refers to a server provided by Korea Investment & Securities, Samsung Securities, Daewoo Securities, Hyundai Securities, Kiwoom Securities, Daishin Securities and Shinhan Financial Investment.

In addition, the exchange server 400, in cooperation with the securities company server 300, acts as a trading agent for real financial instruments (stocks, futures and options), and includes the Korea Exchange, the New York Stock Exchange, the Tokyo Stock Exchange, And the London Stock Exchange.

The investor terminal 100 and the broker server 300 are connected to each other and the broker server 300 and the broker server 400 are connected to each other, It does not need to be connected directly.

The automated financial merchandising apparatus according to the present invention having the above-described structure installs a financial product automatic buying and selling program in the investor terminal 100.

Here, the method for installing the financial product automatic buying and selling program in the investor terminal 100 includes the steps of accessing a site providing (or selling) a financial product automatic buying and selling program through a communication unit 102, And download and automatically download the financial product automatic trading program through the program download unit 105 and store it in the memory 104. [ Alternatively, the automated teller machine may be installed in a manner that the automated teller machine is received through a memory device (USB, CD, DVD), downloaded by the program downloading unit 105, and stored in the memory 104.

In this way, when the automatic financial merchandise trading program is installed in the investor terminal, the investor terminal and the brokerage firm server can be directly linked with each other without passing through a separate relay server, and the financial merchandise can be automatically traded in real time. This will be described in more detail as follows.

After the investor inputs an execution command through the input unit 101 after installing the financial product automatic buying and selling program, the control unit 103 fetches and executes the financial product automatic buying and selling program stored in the memory 104. Here, the execution of the program has the same meaning as the execution of the corresponding application. Such a method is the case where an investor inputs an execution command through the input unit 101. [ The present invention can also automatically purchase and sell financial products in accordance with an automatic financial product merchandising program in the control unit 103 without investor input. For example, the control unit 103 automatically boots the investor terminal 100 at a predetermined time according to the automatic booting process or the automatic login process included in the financial merchandise automatic trading program, and when the booting is completed, the controller 103 connects with the securities company server 300 Perform an automatic login.

The liquidation strategy sheet extracting unit 106 extracts the liquidation strategy sheet included in the automatic financial merchandise sale program and the liquidation strategy sheet thus extracted is displayed on the display unit 107. [

As shown in FIG. 4, the settlement strategy sheet includes a settlement strategy area 111 for performing settlement in accordance with a change in the composite index, a breakthrough reservation area 112 for performing breakthrough above the set price, A price reservation area 113 for liquidation in accordance with the set price and the selling price, and a transaction volume reservation area 114 for liquidation in accordance with the buying price and the quantity of waiting air on the basis of the futures / options designated futures trading amount .

Then, the control unit 103 automatically performs the selling operation according to the settlement strategy set in the settlement strategy sheet.

Here, the liquidation strategy area 111 is a first strategy item that clears all the stocks or market stocks according to the decline rate of the composite index irrespective of the investor's setting, The second strategy item, which is settled according to the setting, is the market price or the current price.

Based on the first strategy item, the control unit 103 clears the entire stock item according to the downward rate of the composite index on the same day, thereby automatically canceling the entire stock item. For example, if the composite index is 2% lower than the previous day's closing price when the decline rate is set at 2%, the entire stocks will automatically be liquidated, and the clearing method can be set by the investor, . Also, it is desirable to set the rate of decline in stocks and options as% and the rate of decline as a point (P) in futures.

In addition, the control unit 103 automatically clears the checked stock items when the increase rate of the holding stock is smaller than the increase rate of the composite index or the decrease rate of the stock index is larger than the fall rate of the composite index based on the second strategy item . That is, the stocks selected by the investor on the stock information of the investee are cleared by the current price, quotation price or market. For example, if the growth rate of the holding stock is 2% and the growth rate of the composite index is 3%, the corresponding stocks are automatically cleared. If the falling rate of the holding stock is 3% and the composite index is 2% The items held are automatically cleared. At this time, the clearing method can be set by the investor and can be settled by current price, quotation price or market.

Next, when the closing price of the current day (3:00 pm) is exceeded by exceeding the set price in accordance with break-break reservation information set in the break-break reservation area (112), the control unit (103) The number of times of automatic purchase / sale is divided by the designated number of times in minutes.

For example, assuming that break break reservation information is 3, 3, and 1000, the number of breaks is automatically bought three times every three minutes starting from the execution time of 1000 weeks.

Likewise, if the closing price of the day (at 3:00 pm) is terminated by a break above the set price, the quantity specified in the scheduled execution time of the next day is automatically sold for the specified number of times in the designated minutes.

Here, the quantity not cleared until the designated quantity is increased / decreased (sold) is automatically carried over to the next day, and the control unit 103 notifies the unsettled financial product of the condition set previously at the predetermined time of the next day Thereby automatically performing the trading operation. In this case, financial instruments that have not been liquidated on that day are automatically carried over to the next day.

When the selling price and the selling price set in the price reservation information set in the price reservation area 113 are set, the control unit 103, when the price set in the middle reaches the designated buying / selling price by the rising or falling price, Automatically execute buy / sell. If the specified price is not reached in the market, it will automatically carry over to the next day.

In addition, when the break-through reservation and the price reservation are executed, the control unit 103 automatically inserts breaking reservation information and price reservation information into the management status.

The automatic clearing according to the break-through reservation and the price reservation is the same as the stock, as well as the futures and options.

Also, the control unit 103 compares the rise / fall of the designated points of the designated futures with the total stock price index set at the time when the stock market ends (at 3:00 pm) To buy / sell.

In addition, the control unit 103 purchases futures and options automatically designated when the high end of the day is higher than the previous day's high price index received from the securities company server 300. At the same time, when futures and options are bought, they are managed by inserting futures and options purchased in management status.

Likewise, the control unit 103 sells the designated futures and options automatically when the integrated stock price index received from the securities company server 300 exceeds the low price on the same day as the previous day's low price. Even in this case, it is managed by inserting the futures and options sold to the management status at the same time as selling.

In addition, the control unit 103 clears the futures and options based on the trading volume set in the trading volume reservation area 114 for the liquidation based on the buying order amount and the selling waiting amount on the basis of the futures / options designated futures trading amount.

In other words, when the specified amount of trading is reached, the futures / options are automatically set to the futures and options based on the futures / options designated futures trading volume set in the trading volume reservation area 114 The buy / sell will be executed by the quantity.

In addition, if the deviation of the quantity specified in the maximum deviation after the deviation (reaching) of the best trading volume is reduced while the buying / selling is carried out by the trading volume of the futures transaction, the gift is automatically cleared. At this time, if the number of futures execution is set to two, when the futures are executed, once the futures are overturned once, the additional futures / sells are executed after reaching the designated trading volume. In other words, if the number of transactions is one by one, then the next one is the number of transactions when the highs of the gift and the designated transaction amount meet the conditions.

For example, when the transaction amount reservation area 114 is set and executed, the deviation of the buying and selling futures trading volume is different from the buying / selling 2000 contract. And call option 256 points (Point) 2 It is automatically inserted into the management status after the contract purchase. If the deviation index increases from 2000 contract to 4000 atmospheric quantity, and 1000 contract is reduced to 3000 contract, automatic gift 2 contract and automatic call option 2 contract are automatically canceled. On the other hand, if the futures index falls and futures prices are high, futures futures and futures options will be bought automatically.

Also in the present invention, individual lead stocks among the KOSPI, KOSDAQ, and stocks of interest are automatically bought at the lead-in search time by the amount set in the first amount setting and the second amount setting.

For example, the control unit 103 searches the initiator for the initiative search period set by the investor (roughly divided into the primary initiative search period and the secondary initiative search period), inserts the initiative in the interest item, and at the same time, If the amount is set, the investor automatically purchases the item of interest in the amount set by the investor and automatically inserts it into the stock status.

In the present invention, the investor terminal accesses the stock recommendation server, which is not shown in the figure but recommends the stock on-line, displays the stock information provided from the stock recommendation server on the settlement strategy sheet, If it is selected, the selected stock will be purchased and automatically inserted into the stock status. In this case, if the investor sets the stock recommendation server stock search time by the stock recommendation server, the stock is online with the stock recommendation server at that time and displays the recommended stock. The stock recommendation server stock search time can be set in various ways, but the present invention is set to perform the search twice a day (first and second).

In addition, in the present invention, when the control unit 103 sets the initiative of interest, the control unit 103 searches for the initiative in accordance with the change rate in the initiative search time and inserts the initiative into the interest item. It is also possible to insert it into the current stock status.

If such an item is bought automatically, the liquidation scope for loss and profit is automatically set in the liquidation strategy sheet.

FIG. 3 is a flowchart illustrating a method for automatically selling a financial product according to the present invention, wherein S represents a step. In the system shown in FIG. 1, the control unit 103 of the investor terminal 100, It shows the process of automatic trading.

(A) downloading a financial product automatic buying and selling program from the investor terminal 100, storing the downloaded automatic financial merchandizing program in the memory 104, and executing a financial product automatic buying and selling program stored in accordance with an investor's execution request ( S101 to S103); (b) extracting a liquidation strategy sheet included in the automated financial merchandise program executed by the investor terminal 100 and displaying the liquidation strategy sheet on the screen (S105); (c) inserting a trading item in the investor's terminal 100 into the settlement strategy sheet (S107); (d) setting an investment strategy by inserting a reservation strategy according to the setting of the investor in the investor terminal 100 into the settlement strategy sheet (S109); (e) receiving information for settlement of a holding stock from the securities company server 300 after setting an investment strategy in the investor terminal 100 (S111); (f) automatically closing the stored stock in consideration of the investment power set for the information for clearing the stock item received at the investor terminal (S113).

The settlement strategy sheet includes reservation information for automatically executing buy / sell according to reservation, and when the investor terminal 100 does not perform automatic settlement on the same day according to the settlement strategy sheet, To the next day.

In the automated financial merchandising method according to the present invention as described above, in step S101, an automatic financial merchandise selling program is downloaded and stored in a memory to install an automatic financial merchandising program. In this case, the financial instruments are collectively meant to include stocks, futures, options, currency futures, commodity futures and other futures and bonds. In the case of stocks and options, it is desirable to set the rate of decline and return on the investment strategy sheet as% , And in the case of futures, it is desirable to set the decline rate and the return rate on the investment strategy sheet as a point (P).

Here, the method for installing the financial product automatic buying and selling program in the investor terminal 100 includes the steps of accessing a site providing (or selling) a financial product automatic buying and selling program through a communication unit 102, And download and automatically download the financial product automatic trading program through the program download unit 105 and store it in the memory 104. [ Alternatively, the automated teller machine may be installed in a manner that the automated teller machine is received through a memory device (USB, CD, DVD), downloaded by the program downloading unit 105, and stored in the memory 104.

In this way, when an automatic financial merchandise trading program is installed in the investor terminal, the investor terminal and the brokerage firm server can be directly linked to each other without having to go through a separate relay server, thereby realizing the sale of financial products in real time. This will be described in more detail as follows.

When the investor inputs an execution command through the input unit 101 after installing the automated financial merchandise program, the control unit 103 fetches and executes the automatic financial merchandise program stored in the memory 104 in step S103. Here, the execution of the program has the same meaning as the execution of the corresponding application. Such a method is the case where an investor inputs an execution command through the input unit 101. [ The present invention can also automatically purchase and sell financial products in accordance with an automatic financial product merchandising program in the control unit 103 without investor input. For example, the control unit 103 automatically boots the investor terminal 100 at a predetermined time according to the automatic booting process or the automatic login process included in the financial merchandise automatic trading program, and when the booting is completed, the controller 103 connects with the securities company server 300 Perform an automatic login.

When the automated financial merchandise selling program is executed, the liquidation strategy sheet extracting unit 106 extracts the liquidation strategy sheet included in the automatic financial merchandise sale program and displays it on the display unit 107 in step S105.

As shown in FIG. 4, the settlement strategy sheet includes a settlement strategy area 111 for performing settlement in accordance with a change in the composite index, a breakthrough reservation area 112 for performing breakthrough above the set price, A price reservation area 113 for liquidation in accordance with the set price and the selling price, and a transaction volume reservation area 114 for liquidation in accordance with the buying price and the quantity of waiting air on the basis of the futures / options designated futures trading amount .

Thereafter, in step S107, a stock item is selected and inserted into the settlement strategy sheet.

The selection of stocks will automatically purchase the leading stocks of the KOSPI, the KOSDAQ, and the stocks of interest, at the time of the initiative search time by the amount set by the first amount setting and the second amount setting.

For example, the control unit 103 searches the initiator for the initiative search period set by the investor (roughly divided into the primary initiative search period and the secondary initiative search period), inserts the initiative in the interest item, and at the same time, If the amount is set, the investor automatically purchases the item of interest in the amount set by the investor and automatically inserts it into the stock status.

In the present invention, the investor terminal accesses the stock recommendation server, which is not shown in the figure but recommends the stock on-line, displays the stock information provided from the stock recommendation server on the settlement strategy sheet, If it is selected, the selected stock will be purchased and automatically inserted into the stock status. In this case, if the investor sets the stock recommendation server stock search time by the stock recommendation server, the stock is online with the stock recommendation server at that time and displays the recommended stock. The stock recommendation server stock search time can be set in various ways, but the present invention is set to perform the search twice a day (first and second).

In addition, in the present invention, when the control unit 103 sets the initiative of interest, the control unit 103 searches for the initiative in accordance with the change rate in the initiative search time and inserts the initiative into the interest item. It is also possible to insert it into the current stock status.

If such an item is bought automatically, the liquidation scope for loss and profit is automatically set in the liquidation strategy sheet.

In step S109, the investor sets a reservation strategy through the input unit 101. [ Herein, the reservation strategy includes a settlement strategy area 111 for liquidation according to the change of the composite index, a break-through reservation area 112 for exceeding or exceeding the set price, a set breaking price and a selling price , A price reservation area 113 for liquidation in accordance with the futures / options designated futures trading volume, and a transaction amount reservation area 114 for liquidation based on the buy /

When the setting of the reservation strategy is completed, the user logs in to the securities company server in step S111, and receives information (for example, a comprehensive stock price index) for liquidation when connection with the securities company server is made.

In step S113, the control unit 103 automatically performs a financial product purchase operation in accordance with the settlement strategy set in the settlement strategy sheet.

Here, the liquidation strategy area 111 is a first strategy item that clears all the stocks or market stocks according to the decline rate of the composite index irrespective of the investor's setting, The second strategy item, which is settled according to the setting, is the market price or the current price.

Based on the first strategy item, the control unit 103 clears the entire stock item according to the falling rate of the same day's total stock price index, thereby automatically canceling the entire stock item. For example, if the composite index is 2% lower than the previous day's closing price when the decline rate is set at 2%, the entire stocks will automatically be liquidated, and the clearing method can be set by the investor, . Also, it is desirable to set the rate of decline in stocks and options as% and the rate of decline as a point (P) in futures.

In addition, the control unit 103 automatically clears the checked stock items when the increase rate of the holding stock is smaller than the increase rate of the composite index or the decrease rate of the stock index is larger than the fall rate of the composite index based on the second strategy item . That is, the stocks selected by the investor on the stock information of the investee are cleared by the current price, quotation price or market. For example, if the growth rate of the holding stock is 2% and the growth rate of the composite index is 3%, the corresponding stocks are automatically cleared. If the falling rate of the holding stock is 3% and the composite index is 2% The items held are automatically cleared. At this time, the clearing method can be set by the investor and can be settled by current price, quotation price or market.

Next, when the closing price of the current day (3:00 pm) is exceeded by exceeding the set price in accordance with break-break reservation information set in the break-break reservation area (112), the control unit (103) The number of times of automatic purchase / sale is divided by the designated number of times in minutes.

For example, assuming that break break reservation information is 3, 3, and 1000, the number of breaks is automatically bought three times every three minutes starting from the execution time of 1000 weeks.

Likewise, if the closing price of the day (at 3:00 pm) is terminated by a break above the set price, the quantity specified in the scheduled execution time of the next day is automatically sold for the specified number of times in the designated minutes.

Here, the quantity not cleared until the designated quantity is increased / decreased (sold) is automatically carried over to the next day, and the control unit 103 notifies the unsettled financial product of the condition set previously at the predetermined time of the next day Thereby automatically performing the trading operation. In this case, financial instruments that have not been liquidated on that day are automatically carried over to the next day.

When the selling price and the selling price set in the price reservation information set in the price reservation area 113 are set, the control unit 103, when the price set in the middle reaches the designated buying / selling price by the rising or falling price, Automatically execute buy / sell. If the specified price is not reached in the market, it will automatically carry over to the next day.

In addition, when the break-through reservation and the price reservation are executed, the control unit 103 automatically inserts breaking reservation information and price reservation information into the management status.

The automatic clearing according to the break-through reservation and the price reservation is the same as the stock, as well as the futures and options.

Also, the control unit 103 compares the rise / fall of the designated points of the designated futures with the total stock price index set at the time when the stock market ends (at 3:00 pm) To buy / sell.

In addition, the control unit 103 purchases designated gifts and options automatically when the closing stock price index received from the securities company server 300 rises above the set index and the set point of the present day also rises. At the same time, when futures and options are bought, they are managed by inserting futures and options purchased in management status.

Likewise, the control unit 103 sells the futures and options automatically specified when the closing stock price index received from the securities company server 300 falls below the set index, and the set point of the present day also falls below the set point. Even in this case, it is managed by inserting the futures and options sold to the management status at the same time as selling.

In addition, the control unit 103 clears the futures and options based on the trading volume set in the trading volume reservation area 114 for the liquidation based on the buying order amount and the selling waiting amount on the basis of the futures / options designated futures trading amount.

In other words, when the specified amount of trading is reached, the futures / options are automatically set to the futures and options based on the futures / options designated futures trading volume set in the trading volume reservation area 114 The buy / sell will be executed by the quantity.

In addition, if the deviation of the quantity specified in the maximum deviation after the deviation (reaching) of the best trading volume is reduced while the buying / selling is carried out by the trading volume of the futures transaction, the gift is automatically cleared. At this time, if the number of futures execution is set to two, when the futures are executed, once the futures are overturned once, the additional futures / sells are executed after reaching the designated trading volume. In other words, if the number of transactions is one by one, then the next one is the number of transactions when the highs of the gift and the designated transaction amount meet the conditions.

For example, when the transaction amount reservation area 114 is set and executed, the deviation of the buying and selling futures trading volume is different from the buying / selling 2000 contract. And call option 256 points (Point) 2 It is automatically inserted into the management status after the contract purchase. If the deviation index increases from 2000 contract to 4000 atmospheric quantity, and 1000 contract is reduced to 3000 contract, automatic gift 2 contract and automatic call option 2 contract are automatically canceled. On the other hand, if the futures index falls and futures prices are high, futures futures and futures options will be bought automatically.

Although the present invention has been described in detail with reference to the above embodiments, it is needless to say that the present invention is not limited to the above-described embodiments, and various modifications may be made without departing from the spirit of the present invention.

100 ... Investor terminal
101 ... Input
102 ... Communication section
103 ... The control unit
104 ... Memory
105 ... The program download section
106 ... The clearing strategy sheet extracting unit
107 ... Display portion
200 ... network
300 ... Securities company server
400 ... Exchange Server

Claims (16)

1. A method for automatically trading financial products in a financial merchandise trading system comprising a broker server which is connected to an investor terminal through an investor terminal and a network and automatically sells financial products,
(a) downloading a financial product automatic trading program from the investor terminal, storing the automatic financial merchandizing program in a memory, and executing a financial merchandise automatic trading program stored according to an investor's execution request;
(b) extracting a liquidation strategy sheet included in an automated financial merchandise program executed by the investor terminal and displaying the extracted liquidation strategy sheet on a screen;
(c) inserting a trading item in the liquidation strategy sheet at the investor terminal;
(d) setting an investment strategy by inserting a reservation strategy according to the setting of the investor in the investor terminal into the settlement strategy sheet;
(e) receiving information for clearing a holding stock from the securities company server after setting an investment strategy in the investor terminal; And
(f) automatically clearing the stocks against the investment power set for the settlement of stocks received at the investor terminal,
Wherein the settlement strategy sheet includes reservation information for automatically executing buy / sell according to a reservation, and the investor terminal updates the settlement strategy sheet to the next day when the automatic settlement is not performed on the day according to the settlement strategy sheet And automatically transferring the financial product.
The method as claimed in claim 1, wherein the step (a) comprises the steps of: automatically downloading a financial product automatic buying and selling program and storing it in a memory; or downloading an automated financial product program stored in a memory device, Way.
The system according to claim 1, wherein the reservation information includes breaking reservation information for automatically buying / selling a quantity specified in the reservation application time on a next day in a specified number of times when the closing price of the same day ends with an increase exceeding a set price The method comprising the steps of:
The method according to claim 1, wherein the reservation information includes price reservation information for automatically executing buy / sell when the buy price or the sell price is set and the set price or the sell price reaches a predetermined price A method for automatically selling and selling financial instruments.
The investor terminal according to claim 1, wherein the investor terminal in the step (f) purchases the designated futures and options automatically when the closing stock total price index received from the securities company server rises above the set index, How to Automatically Sell and Sell Financial Products.
The investor terminal according to claim 1, wherein the investor terminal in step (f) sells designated futures and options automatically when the closing stock price index received from the securities company server falls below the set index, How to Automatically Sell and Sell Financial Products.
The method according to claim 1, wherein the investor terminal in step (f) has a buy / sell amount based on the futures / options designated futures trading volume, And automatically executes the buying / selling by the designated amount of the gift and the option.
The method according to claim 1, wherein the investor terminal in step (f) automatically clears the gift when the deviation of the quantity specified by the highest deviation after the deviation of the first best trading volume is decreased while the buying / , The settled transaction amount during the second execution and the futures at the break of the first highest futures point and automatically clearing the futures when the specified amount of deviation is reduced.
A program downloading unit for downloading and automatically storing a financial product automatic buying and selling program on-line or from a memory device;
A liquidation strategy sheet extracting unit for extracting a liquidation strategy sheet included in an automatic financial merchandise sale program stored in the memory;
An input unit for inputting strategy setting data for setting a reservation strategy in a clearing strategy sheet extracted according to an operation of an investor;
A communication unit for receiving information for clearing a holding stock in connection with a securities company server or for transmitting settlement stock settlement data to the securities company server; And
Compares the information for clearing the holding stock with the reservation strategy set in the clearing strategy sheet to generate holding stock clearing data for automatically clearing the holding stock, and controls to transmit the generated stock clearing data to the securities company server And a control unit.
The system according to claim 9, wherein the settlement strategy sheet includes reservation information for automatically executing buy / sell according to a reservation, and the control unit, when the automatic settlement is not performed on the day according to the settlement strategy sheet, And the contents are automatically carried over to the next day.
The system of claim 10, wherein the reservation information includes breaking reservation information for automatically purchasing / selling a quantity specified in the reservation application time on the next day in a specified number of times when the closing price of the same day ends with an increase exceeding the set price Wherein the financial institution is a financial institution.
The method according to claim 10, wherein the reservation information includes price reservation information for automatically executing buy / sell when the buy price or the sell price is set and the set price or the sell price reaches a predetermined price by increasing or decreasing Characterized by automated financial marketing device.
The method as claimed in claim 9, wherein the control unit purchases the futures and options that are automatically designated when the closing stock price index, which is received from the securities company server, Device.
10. The method according to claim 9, wherein the control unit sells the futures and options automatically specified when the closing stock price index received from the securities company server falls below the set index, Device.
[Claim 9] The method of claim 9, wherein the control unit determines whether the buy / sell is based on the futures / options designated futures trading volume. And the buy / sell is executed by the designated quantity.
[Claim 9] The method of claim 9, wherein the control unit automatically clears the futures if the deviation of the quantity specified by the highest deviation after the deviation is reduced first in a state where the buying / selling proceeds with the futures trading volume, And automatically closes the futures if the amount of the specified amount exceeds a predetermined amount.

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