KR20180015374A - Stock trading method - Google Patents

Abstract

According to one technical aspect of the present invention, a stock trading method comprises the following steps of: setting stock price influencing clauses with respect to a plurality of items and reflecting the stock influencing clauses to select an investment item group including a plurality of investment items selected by reflecting the stock influencing clauses; setting a purchase first order and a purchase reference price with respect to each of the investment items; and performing purchase by reflecting the purchase first order and the purchase reference price. Therefore, the stock trading method can guarantee a high return while stably defending against profit loss due to a flow or a change of a stock price.

Description

Stock trading method {STOCK TRADING METHOD}

The present invention relates to a stock trading method capable of ensuring a more stable and high probability of return.

As the stock market is activated, various stock trading methods are applied.

The conventional stock trading method simply provides the information of the stock to the investors, that is, the function of the information transmission. As a result, transactions are made depending on the judgment of investors, so that there is a limit in that it is impossible to secure hedge response or stability.

On the other hand, there are stock trading methods that recommend stock buying or selling by analyzing trends of stock information. However, since these stock trading methods offer selling or buying opinions at a certain point in time, there is a problem that the accuracy is insufficient and stability is low and profitability is not secured.

Korean Patent Laid-Open Publication No. 2014-0106176

SUMMARY OF THE INVENTION The present invention has been made to solve the above problems of the prior art, and it is an object of the present invention to provide a method and system that can dynamically apply various trading algorithms based on a plurality of steps to secure a high profit rate while stably preventing profit loss, It is to provide a stock trading method.

The above objects and various advantages of the present invention will become more apparent from the preferred embodiments of the present invention by those skilled in the art.

One technical aspect of the present invention proposes a stock trading method. The stock trading method comprises the steps of setting a stock price effect item for a plurality of stocks and setting an investment stock group including a plurality of stocks selected by reflecting the stock price impact item, Setting a priority and a purchase price threshold, and performing a buyout based on the buyout priority and the purchase threshold.

In one embodiment, the step of setting the buying preference and the buying bid may include the steps of: classifying each of the plurality of stocks into an industry classification and a business type; reflecting the first priority associated with the industry classification; And dividing the plurality of investment items included in the same grade by the second priority level associated with the item.

In one embodiment, the step of setting the buying priority and the buying threshold may include: if the price fluctuates for a certain period of time, or if the price rises above a predetermined percentage of the buying threshold, or if the buying prohibition condition is satisfied, A step of lowering the ranking by a predetermined amount or more, a step of differentiating the plurality of investment items, and a step of dividing a plurality of investment items included in the same grade.

In one embodiment, the step of setting the buying priority and the buying bid may include: calculating a reference average price for a predetermined period of the corresponding item; if the current price is less than the average price, (N is a natural number) to the purchase reference price, and if the current price exceeds the average price, setting a price obtained by subtracting N% (N is a natural number) to the average price as the buying reference price .

In one embodiment, the step of calculating the reference average value includes a step of calculating a first moving average line determined by an average value for a first period, and a step of calculating a first moving average line determined by an average value for a second period longer than the first period Calculating a second moving average line and calculating an average of the first moving average line and the second moving average line as the reference average value.

In one embodiment, the step of performing the number of copies may include: performing a general purchase when the current price is smaller than the purchase reference price; and, when the current price is greater than or equal to the purchase reference price, Step < / RTI >

In one embodiment, the step of performing the number-of-sheets includes the steps of: performing a general buyout reflecting the buyout priority and the buyout base price when the totalized stock price index is less than a predetermined value; , And performing a downward forecasting number reflecting the buyout priority and the buyout base price.

In one embodiment, the number of downward predictions is four times the number of predictions of falling, and the number of downward predictions is one of a uniform division division number system, an inverse triangular system, a diamond addition system, and a triangular system .

The above-mentioned equally divided number-of-views method can divide the number of divisions equally by dividing the number of divisions by the number of divisions based on the planned amount of money. In the case of the reverse triangle buying method, if the present price of the corresponding stock is lower than the buying standard or the domestic composite index is lower than a predetermined value, the buying amount is 50% , And the third stage can perform 20% of the number of copies. The diamond buying method can perform 30% of the first step, 40% of the second step, and 30% of the third step based on the planned purchase amount. In the case of the triangle buyout method, if the current price of the corresponding stock is higher than the buyout price or if the domestic composite index is higher than the predetermined value, the buyer purchases 20% of the first price and 30% of the second price , And the third stage can perform 50% of the number of copies.

In one embodiment, the stock trading method may further include determining whether a selling condition occurs based on the buying average unit price, and dividing the related stock into a plurality of steps and selling the same when the selling condition occurs.

In one embodiment, the step of dividing and selling further comprises the step of selling the bonds irrespective of the current profit if the badness requirement for at least some of the stock price impact items occurs, falling below a predetermined percentage of the buying average unit price .

The solution of the above-mentioned problems does not list all the features of the present invention. Various means for solving the problems of the present invention can be understood in detail with reference to specific embodiments of the following detailed description.

According to an embodiment of the present invention, various sales algorithms can be dynamically applied to a plurality of stages to provide a high profit rate while stably preventing profit loss even in the flow or change of stock price.

In addition, according to one embodiment of the present invention, it is possible for individual investors to perform stable investment by improving the factor of failure of investors of the stock investor and by providing the iterative learning investment standard for the actual sale, It is possible to actively cope with the risks that may arise in the market and the unreasonable market flow, thus securing stability.

1 is a block diagram showing an application example of a stock trading system according to an embodiment of the present invention.
2 is a block diagram illustrating a stock trading system according to an embodiment of the present invention.
FIGS. 3 to 31 are views for explaining various stock trading methods performed in the stock trading system shown in FIG. 2. FIG.
32 is a flowchart showing a stock trading method according to an embodiment of the present invention.

Hereinafter, preferred embodiments of the present invention will be described with reference to the accompanying drawings.

However, the embodiments of the present invention can be modified into various other forms, and the scope of the present invention is not limited to the embodiments described below. Further, the embodiments of the present invention are provided to more fully explain the present invention to those skilled in the art.

1 is a block diagram showing an application example of a stock trading system according to an embodiment of the present invention.

Referring to FIG. 1, a stock trading system 100 can be interlinked with a stock trading server 200 through a network and sell stocks.

The stock trading system 100 can set a stock price influence item for a plurality of stocks and set a group of stocks including a plurality of stocks selected by reflecting the stock price impact item. The stock trading system 100 may set the buying priority and the buying standard price for each of a plurality of investment items, and perform the buying based on the setting.

The specific configuration of the stock trading system 100 will be described with reference to FIG.

2 is a block diagram illustrating a stock trading system according to an embodiment of the present invention.

2, the stock trading system 100 may include a communication interface unit 110, an investment item management unit 120, a purchase requirement setting unit 130, and a purchase management unit 140. According to an embodiment, the stock trading system 100 may further include a selling management unit 150. [

The communication interface unit 110 may be connected to the network and may form a communication network with the stock transaction server 200. Based on such a communication network, the stock trading system 100 can receive information on each stock, price, and the like from the stock trading server 200.

The investment item management unit 120 may set a stock price effect item for a plurality of items and select a plurality of investment items by reflecting the stock price effect item. The investment item management unit 120 may set a group of investment items including a plurality of selected investment items.

The purchase requisite setting unit 130 may set the buying priority and the buying reference price for each of a plurality of investment items.

In one embodiment, the purchase requisite setting unit 130 may classify each of a plurality of items into an industry classification and a business category. The purchase requisite setting unit 130 classifies a plurality of investment items into a plurality of investment items that are different from each other and reflect the second priority associated with the item, .

In one embodiment, the purchase requisite setting unit 130 lowers the purchase priority order of the stock if the price fluctuates for a predetermined period of time, rises to a predetermined percentage or more with respect to the buying stock price, or the purchase prohibition condition is satisfied . Thereafter, the purchase requisite setting unit 130 may classify a plurality of investment items differentially, and re-perform the process of dividing a plurality of investment items included in the same class.

In one embodiment, the purchase requisite setting unit 130 calculates a reference average price for a predetermined period of the corresponding item, and if the current price is less than the average price, adds N% (N is a natural number) to the average price, It can be set as a base price. On the other hand, if the present price exceeds the average price, the purchase requisite setting unit 130 may set the purchase price as a price minus an average price N% (N is a natural number).

In one embodiment, the purchase requisite setting unit 130 can calculate the average price using the moving average line. The purchase requisite setting unit 130 may calculate the first moving average line determined by the average price for the first period and calculate the second moving average line that is determined as the average price for the second period longer than the first period have. The purchase requisite setting unit 130 can calculate the average of the first moving average line and the second moving average line as the average value.

The purchase management unit 140 may perform the purchase based on the purchase priority and the purchase price.

In one embodiment, the purchase management unit 140 may perform a general purchase if the current price is smaller than the purchase price. On the other hand, if the current price is greater than or equal to the buying standard price, the buying management unit 140 may perform the downward forecasting buying.

In one embodiment, when the composite stock price index is below a predetermined value, the purchase management unit 140 may perform the general purchasing by reflecting the buyout priority and the buyout base price. On the other hand, when the composite stock price index exceeds a predetermined value, the purchase management unit 140 may perform the downward forecasting reflecting the buying priority and the buying / selling price.

In one embodiment, the number of declines in the predicted decline is three times the number of declines in anticipation of the decline. The declination forecasting unit 140 may use either the reverse triangle counting method, the diamond picking method, or the triangle picking method Can be used.

In the case of the inverse triangle buying method, when the present price of the stock is lower than the buying standard or the domestic composite index is lower than a predetermined value, the buying management unit 140 sets a 50% In the second stage, the number of sheets is 30%. In the third stage, the number of sheets is 20%.

In the diamond stocking method, the purchase management unit 140 can perform 30% of the first step, 40% of the second step, and 30% of the third step based on the planned purchase amount.

If the current price of the corresponding item is higher than the buy-in price or the domestic composite index is higher than a predetermined value, the buyer management unit 140 in the triangle buy-in system may purchase 20% The step can perform 30% of the number of sheets, and the third step can carry out the number of sheets of 50%.

The selling management unit 150 determines whether the selling condition has occurred based on the buying average unit price, and if the selling condition occurs, the selling unit can divide the related stock into a plurality of steps and sell it.

In one embodiment, the selling management unit 150 may reduce the selling price by more than a predetermined percentage with respect to the selling price unit price, and when a badness requirement for at least some of the stock price influence items occurs, have.

Hereinafter, with reference to Figs. 3 to 32, various stock trading methods performed in the stock trading system or its components will be described.

FIG. 3 is a diagram showing an example of setting a stock price effect item performed in the investment item management unit shown in FIG. 2. FIG.

As shown in the figure, the investment item management unit 120 can set an item that affects the management or stock price of each stock, that is, the stock price impact item, for each stock for all domestic stock companies.

That is, the investment item management unit 120 basically classifies industries and industries for each of the individual stocks of domestic listed companies, and separately sets items that affect the stock market and each company's business and stock price. The stock market and the items affecting the management and share price of each stock may include the exchange rate, oil price, interest rate, raw materials, medical health, climate environment, defense security, domestic and overseas indexes.

Each of the items affected by the stock price can be applied to all the items in common, and it can be distinguished whether each item acts as a favorable or negative factor for the corresponding item.

The stock price impact items set in this way can be used as criteria for finding stocks, prioritizing buying, buying and selling, stop-loss, crisis response, and other stock trading.

The investment management department 120 may add a plurality of items that are sensitive to the stock price and to the characteristics of the company in each stock.

FIG. 4 is a diagram illustrating an example of a method of discovering an item to be performed in the investment item management unit shown in FIG. 2. FIG.

The investment item management unit 120 receives information provided by a stock exchange server (for example, a Korea Exchange, a credit evaluation institution, or other information provider) in real time on all listed products, and automatically stores filtering data It is possible to automatically create the items according to the given time by applying the different conditions in the conditional major category by creating each industry, industry or strategically.

The investment item management section 120 may apply the conditional expression of the items of the conditional major category differently when the industry, industry, or strategic item is discovered.

In this case, when the conditional formula is applied to all the listed companies and all the listed companies are set as the common condition formula and the debt ratio is set to less than 100%, the financial industry (bank, securities, insurance, other financial sector) The IT sector and Internet service-related stocks are relatively low debt-to-equity ratios, so stocks can be excluded.

Accordingly, the investment item management unit 120 can apply the conditional equations differently when it tries to find an item by industry, industry, or strategically.

For example, the investment item management unit 120 can identify an item on the basis of the daily closing price on a day-to-day basis, and can set a standard time for day-to-day determination when the item is discovered.

FIG. 5 is a diagram illustrating an example of a number-of-sheets priority determining method performed in the number-of-sheets requirement setting unit shown in FIG.

The purchase requisite setting unit 130 may determine the buy priorities of the stocks to be purchased from a plurality of stocks unearched by the investment stock management unit 120.

The purchase requisite setting unit 130 may classify each industry according to the growth order so that the industrial sectors are ranked, and the final ranking can be applied by applying the industries included in each industry.

For example, the purchase requisite setting unit 130 may be preset as a priority order for each industry, such as a first electrical and electronic industry, a second IT industry, a third transportation equipment, a fourth steel and a metal. These criteria can be reset by external input, or can be reset via a separate program.

For example, the purchase requisite setting unit 130 can determine the buying priority of the discovery item using the financial sector, the performance sector, and other items. Industry and industry decision criteria for determining the buying priority can be reset by external input or reset by a separate program.

The purchase requisite setting unit 130 can automatically perform and update the determination of the purchase requisite every n time intervals.

FIG. 6 is a diagram showing an example of a buyer priority change method performed in the buyer requirement setting unit shown in FIG. 2. FIG.

Even if the buyer's priority is determined by the buyer's requirement setting unit 130, the buyer's suitability changes depending on the increase or decrease in the stock price during a certain period. Accordingly, the purchase requisite setting unit 130 may change the purchase priority order.

For example, the purchase requisite setting unit 130 may be a case in which the stock is in the order of the number of stocks, or the stock is falling due to an increase in the stock price, , The priority of the event concerned can be lowered.

For example, if the number of items registered in the buyer's priority order rises by a certain percentage or more from the purchase price, the buyer's requirement setting unit 130 may delete the corresponding item from the excavation item.

The buyer's requirement setting unit 130 may change the buyer's priority according to the fluctuation of the stock price based on the same industry or change the buyer's priority at a predetermined time interval according to the fluctuation of the real time stock price based on the whole discovery item .

FIG. 7 is a diagram illustrating an example of a method of setting a purchase reference value performed in the purchase reference setting unit shown in FIG. 2. FIG.

The buyer's requirement setting department can set the buyer's standard price, and the buyer's price is the price that is the most important standard for executing the buyer's purchase.

The purchase requisite setting unit 130 can set the purchase price based on the average price for the specific period of the corresponding item. The purchase requisite setting unit 130 may set the buying standard price by calculating the average price of the particular period or the period during which the relevant stock is active, and adding or subtracting a certain percentage to the value.

In one embodiment, the purchase requisite setting unit 130 may set the purchase baseline price to an amount obtained by adding or subtracting a certain percentage based on the rise and decline of the latest international index to the latest closing price.

In another embodiment, the purchase requisite setting unit 130 may set the buying reference price to an amount obtained by adding or subtracting a certain percentage based on a value obtained by adding one moving average value of the corresponding item or two or more moving average values.

FIG. 8 is a diagram showing an example of a purchase reference price fluctuation method performed in the purchase requester setting unit shown in FIG. 2. FIG.

In the case where the purchase of the stock is not performed smoothly until the reservation purchase period, the purchase requisite setting unit 130 may change the purchase price when the share price of the stock is more than the purchase price.

For example, if the stock has not been bought by more than a certain percentage of the investment amount, or the stock has risen by more than a certain percentage based on the predetermined buying standard, The purchase requisite setting unit 130 may change the buying standard price on the next day based on the end date of the reservation purchase period or the last day of the business day.

In one embodiment, the purchase requisite setting unit 130 may change the buy standard price based on the closing price of the buying reservation end date or the change price of the international index based on the closing price of the automatic price changing condition occurrence date.

In another embodiment, the purchase requisite setting unit 130 may change the base price every week using the closing price of the purchase reservation end date or the closing price of the condition occurrence date.

However, the purchase requisite setting unit 130 may perform the automatic change of the buying standard when the number of concentrated purchases, extension of the purchase reservation period, and the like do not occur.

FIG. 9 is a view showing an example of a method of setting a partial use prohibition of deposit to be performed in the purchase requisite setting unit shown in FIG. 2. FIG.

The purchase requisite setting unit 130 may set an item for prohibiting the use of the deposit so as to sequentially use some of the assets in the user's account after setting the buying threshold.

This is because, when the invested capital is fully invested due to the risk and specificity of the stock market, the investment loss becomes high at the downfall, so that a certain amount of the investment amount is set so as not to purchase the stock and the excessive fall of the stock The purchase requisite setting unit 130 may set a prohibition of partial use of the deposit so that the purchase requisition setting unit 130 can be used as a strategic plan for lowering the buying average price according to the market situation and a low price buying opportunity according to the market situation at the falling market.

When the domestic and foreign stock market reaches a certain level or when the information related to the international situation is set as anxiety, the purchase requisite setting unit 130 sets the deposit setting ratio higher than a certain level, Can be reduced.

After the prohibition of the use of the deposit is set, the amount of the stock settled until the termination of the use of the deposit is restricted, but if the withdrawal of the use of the deposit is canceled, the stock purchase can be made possible. However, if it is set to prohibit the use of the deposit again, the purchase requisite setting unit 130 may set the deposit based on the net asset value of the stock value of the stock held and the existing deposit amount.

 When the deposit use prohibition is set, the purchase requisite setting unit 130 can automatically set the sale price as a non-use deposit at the time of sale of the stock if the amount of the deposit is larger than the current holding amount.

In one embodiment, the purchase requisite setting unit 130 may be based on a composite index. For example, if the buyer's requirement is set at a value of 2200, if the domestic composite index exceeds 2200, the probability of a downward trend is relatively large. Because it is higher than the stock price, you can set the deposit to b% (a%> b%). If the composite index is between 1800P and 2000P, you can set the deposit to c% (b%> c%) and set the deposit to d% (c%> d%) when it is less than 1600P and 1800P.

In one embodiment, the purchase requisite setting unit 130 sets the purchase requisite level according to the procurement method of the investment asset, which is an item that affects the asset management portfolio, that is, according to the characteristics of the securities company credit loan or Starkron loan, Can be set.

In one embodiment, the purchase requisite setting unit 130 can adjust the deposit related setting according to the setting ratio and the amount of the deposit manually inputted from the outside.

FIG. 10 is a diagram illustrating an example of an asset portfolio setting method performed in the purchase requisite setting unit shown in FIG. 2. FIG.

The purchase requisite setting unit 130 may constitute an asset portfolio.

The purchase requisite setting unit 130 selects the optimal number of available stocks for each account according to the investment scale and the method of procuring the investment money and sets an amount that can be purchased per stock for the efficient asset management Asset portfolio can be set up.

The purchase requisite setting unit 130 can set an asset portfolio according to the account asset scale. For example, the purchase requisite setting unit 130 sets the number of the items a, b and a to be less than ten million won and a and b, respectively. It is possible to divide the investment items according to the investment size, such as the number of items d (c <d), which is more than 10,000,000 won and less than 100 million,

The purchase requisite setting unit 130 may set the amount of the asset portfolio amount when subtracting the set amount if the prohibition of the partial deposit use is set when the asset portfolio is set.

FIG. 11 is a view showing an example of a selection method selection setting method performed by the number management unit shown in FIG. 2. FIG.

The purchase management unit 140 can set a buying method.

The purchase method may include a general purchase method applicable when the share price of the stock is expected to rise and a falling stock buy / sell method applicable when the stock price of the stock is expected to fall.

The buyer management unit 140 may apply the general purchase method when the stock price of the corresponding stock is lower than the buyer's standard price and the downward forecast buyer when the buyer's stock price is higher than the buyer's standard price.

In one embodiment, the purchase management unit 140 may estimate the downward forecasting number based on the composite index, and may calculate the downward forecasting number based on a second threshold (for example, 1800P), it is possible to predict the increase in the stock price and perform the normal buying.

In one embodiment, the purchase management unit 140 predicts the upward or downward movement using the latest investment trend data of domestic institutional investors and foreign investors, and can perform a general buy or sell forecast purchase.

FIG. 12 is a diagram illustrating an example of a method of calculating the number of shares per share performed in the buyer management unit shown in FIG. 2. FIG.

The purchase management unit 140 may set the number of stocks of each purchase in a sequential order when performing a general purchase. The purchase management unit 140 may set the total number of purchases by dividing the purchase price by the purchase amount.

As an example of obtaining the number of stocks per share, the purchase management unit 140 may be based on the amount of purchase and the base price. However, since it is a method of positively making a purchase by the upward prediction, the purchase management unit 140 can set the number of purchases to be less than 30 times. However, the number of purchases can be increased or decreased strategically.

When the number of times of purchase of the synagogue is set, the purchase management unit 140 can automatically calculate the purchase amount of the synagogue, the total number of purchases, the purchase condition, and the purchase amount.

FIG. 13 is a diagram illustrating an example of an order interval calculating method performed by the buyer managing unit shown in FIG. 2. FIG.

The purchase management unit 140 can set an order interval.

In one embodiment, the buying management unit 140 determines whether the average trading volume of the latest period (for example, within 5 business days) of the corresponding stock is greater than or equal to the average trading volume of the reference period (for example, 10 business days or more) %). The buyer management unit 140 can lengthen the order interval time as the recent transaction amount of the item is smaller than the specific period average transaction amount, and shorten the order interval as the transaction amount increases.

In another embodiment, the purchase management unit 140 may set the order interval to a value obtained by dividing the fixed range into the division values and dividing the number of sales by inputting a date (a securities company business day) and a time range that the user desires to close .

FIG. 14 is a diagram illustrating an example of a drop prediction numbering method performed by the number management unit shown in FIG. 2. FIG.

The purchase management unit 140 may sequentially perform the divisional number of sheets to perform the downward prediction sheet count.

The purchase management unit 140 can divide the purchase price into n stages by dividing the purchase price based on the purchase price. In step n, the planned purchase amount may be equally applied. Each step of the n step can be further divided into sub steps.

In one embodiment, the purchase management unit 140 may perform the divisional number of one to three steps.

When the divisional buying / selling step is set to the first step, the purchase management unit 140 determines that the first-step purchase amount is the purchase amount, the first-step division purchase price is the purchase base price, and the first step is further subdivided as the first to third You can buy. At this time, the number of shares per share, the number of shares per share, and the purchase condition can be set automatically, and the order interval can be set in units of hour, minute, and second.

If the divisional buying and selling step is set to two levels, the purchase management unit 140 is one-half of the planned buying amount and the second-step buying amount is one-half of the planned buying amount. In addition, the unit price of the first stage is the base price, and the unit price of the second stage is the base price (base price + minimum price) / 2. Each of the first and second steps can be further subdivided into 1 to 3 parts. At this time, the number of shares per share, the number of shares per share, and the purchase condition can be set automatically, and the order interval can be set in units of hour, minute, and second.

If the divisional buying / selling step is set to three levels, the buying management unit 140 will have one-third of the buying amount as one-third of the buying amount, one-third as the second buying amount, This is one-third of the planned amount. In addition, the unit price of the first stage is the base price, the price of the second stage is the base price (base price + the lowest price) / 2, and the price of the third base price is the purchase price × (100% It is possible to divide into 1 ~ 3 times again by each step. At this time, the number of shares per share, the number of shares per share, and the purchase condition can be set automatically, and the order interval can be set in units of hour, minute, and second.

FIG. 15 is a diagram illustrating an example of a dividing number application rate setting method performed by the number management unit shown in FIG. 2. FIG.

The purchase management unit 140 can sequentially set the divisional number application rate.

Most stocks may fluctuate during the day and may decline for several days or longer. Considering the uniqueness of the stock market due to this phenomenon and the unpredictability of the stock market, the stock price can be expected to decline. Therefore, the purchase management unit 140 can set the divisional number application rate by converting the width in which the expected decrease in a certain portion is estimated based on the purchase base price as a percentage.

If the base price is 10,000 won and the expected price is 9,500 won, the difference will be 500 won. If you use this as a percentage (the decline amount 500 ÷ the base price is 10,000) × 100 = 5 (%) The calculated value becomes the split number application rate.

Hereinafter, a method for obtaining the divisional number application rate performed by the purchase management unit 140 will be described.

In order to obtain the dividend rate, the ratio is n% when the current price of the stock is more than 0 ~ 2%, b% when the current price is more than 2 ~ 4%, and 4 ~ 6 (%) C%, 0 ~ (-) Less than 2% d%, (-) 2 ~ (-) Less than 4% e% The number of divisional number application rates can be determined.

Another method for setting the divisional number of shares is based on the financial statements and earnings growth rate of the relevant stock. If the growth rate of the second quarter is more than 10%, the divisional dividend application ratio should be set at n% % B% <b% is set to the divisional application rate, and when 0% to less than 5%, b% <c% is set to the divisional number application rate, and when the minus rate is increased, c%> d% Items can be digitized to create setting criteria. However, the reference value for each section is adjustable.

As another example of setting the dividend rate, you can create a setting criterion by quantifying the exchange rate, oil price, and other items.

FIG. 16 is a diagram showing an example of a dividing and numbering method performed in the number managing unit shown in FIG. 2. FIG.

In the case of selecting the 4-step division number in the division number-division method, the purchase number management unit 140 can further set the division number-addition method by subdividing the division number-addition method according to the domestic and overseas indexes and circumstances.

The purchase management unit 140 can set either the uniform division method, the reverse triangle method, the diamond method, or the triangle method.

The method of equally dividing the dividends is to divide the number of divisions by dividing the number of divisions by the number of divisions based on the planned amount of purchase.

The reverse triangle buying method is to buy the stock in the form of the first step buy 50%: the second buy step 30%: the third step buy 20% when the current stock price of the stock is lower than the buy price or the domestic composite index is low to be.

Second, the method of purchasing diamonds is to purchase 30% of the first step: 40% of the second step and 30% of the third step.

Third, the triangle buying method is based on the buying price when the current stock price of the stock is higher than the buying price or when the domestic composite index is high. Method.

Since the ratios in the above description are illustrative, the concrete numerical values can be changed, but the magnitude relation between the ratios can be in accordance with the application example described above.

As described above, it is possible to adjust the number of shares applied to the divisionally equal numbering method, the reverse triangle numbering method, the diamond numbering method, and the triangle numbering method, and the setting standard of the composite index can be changed. In addition, when the buyout is executed, when the buyout condition occurs at each step, the buyout can be executed conditionally regardless of the stock price fluctuation up to the next step.

FIG. 17 is a diagram showing an example of a method for setting the number of concentrated copies performed in the purchase management unit shown in FIG. 2. FIG.

The buying management unit 140 can perform the concentration buying to achieve the efficiency of the asset management when the stocks are not bought up to a certain percentage of the investment assets during the buying reservation period.

If there is no stock purchase, the share price of the stock may fall in a state where the share price is higher or lower than the buying standard based on the buying stock price, or may rise. In such a case, the stock price can be expected to rise unless the stock market has a special negative or there are no particular problems in the stock market. Accordingly, the purchase management unit 140 determines a predetermined amount of the planned purchase amount or a predetermined amount Of the total.

In one embodiment, the buying management unit 140 is an intensive buying method, and may purchase up to the concentration buying ratio n% based on the buying amount of the corresponding stock. Here, the intensive buying ratio refers to the ratio of buying up to n% of the planned buying amount. (n is a natural number).

The purchase management unit 140 can calculate the amount of intensive buying from the amount of stocks purchased during the reservation purchase period (the planned purchase amount x the concentrated purchase ratio n%).

The buying management unit 140 can apply the changed buying standard price when intensively buying.

FIG. 18 is a diagram illustrating an example of a purchase stop and purchase resetting method performed by the purchase management unit shown in FIG. 2. FIG.

If the stock price of the stock falls on a large scale by a certain amount in the state where the stock is executed or the stock is reserved, the stock management unit 140 may change the preset stock set value while stopping the stock purchase.

If the stock price falls below a predetermined percentage, the buyer ceases to be bought. The buyer management unit 140 can reset the buyer's bid on the next day or next day after the buyout.

The purchase management unit 140 determines whether or not the stock price influences on the stocks of the respective stocks include the capital increase, the potato stocks, the general meeting of the shareholders, the closing of the stockholder list, the change listing, the change of the representative director, , Merger, and rumor are set, you can pause or stop the buying.

FIG. 19 is a diagram showing an example of continuous trading performed in the buyer management unit shown in FIG. 2; and FIG. 19 is a diagram showing an example of continuous trading performed in the buyer management unit shown in FIG. Can be performed.

The purchase management unit 140 can automatically perform the sale and start selling the set selling method when the selling price reaches the selling set value even if the buying is executed based on the buying standard price.

In addition, the purchase management unit 140 can automatically stop selling when it reaches the number-of-sets setting value even if the selling is executed according to the selling set value, and start the buying by the set buying-number method.

In this manner, the purchase management unit 140 can set the continuous sale condition by a method of continuously performing the buy and sell.

In order to change the buying standard price in the setting of the continuous selling condition, the purchase management unit 140 sets the initial buying standard price and then sets the re-buying standard price to a first method in which n (n is a number exceeding 0)% higher than the buying standard Can be performed. Alternatively, a third method of setting n (n is a number exceeding 0)% lower than the second method or the purchase reference price may be performed.

Likewise, at the time of sale, similarly, the profit rate can be set according to each purchase condition, and the continuous purchase execution method can be set according to the continuous purchase condition.

FIG. 20 is a diagram illustrating an example of a buying time interval and a buying interval setting method performed by the buying management unit shown in FIG. 2. FIG.

The purchase management unit 140 can set an optimal buying time zone according to each day of the week to execute a more efficient buying.

The purchase management unit 140 can set a buy time interval for each day of the week. Statistically, Friday is a sell-off rather than buying, so it is safe not to buy in the afternoon. These factors are Friday, the last trading day of the week, which is closed on Saturday and Sunday, so there is a risk of unpredictable situations and accidents at home and abroad. The timing of the number of sheets can be set.

In addition, the other reason for setting the buy time interval for each day of the week is that it does not buy stocks on the day before or during the day when there are influences on the stock price, such as public holidays, domestic and overseas indexes, Another strategy is to set the buy time interval.

Also, another reason for setting the buy time interval for each day of the week is that it is a good idea to set up a new investment strategy by cashing all or part of the stocks on a specific date (day of the week) In a large stock market, a strategy of asset management can be set up by day of the week.

In this manner, the purchase management unit 140 allows the buyer to set the buyer's time period for each day of the week, and the buyer's day of the week can be divided into morning and afternoon to set the buyer's time. In addition, the purchase management unit 140 may periodically apply a buy time interval for a predetermined period.

FIG. 21 is a diagram showing an example of a split selling and setting method performed by the selling management unit shown in FIG. 2. FIG.

The selling management unit 150 can sequentially set the dividend selling.

For example, the dividend selling standard may be divided into three stages with the total number of shares held as 100% based on the number of shares purchased.

In one embodiment, the selling management unit 150 divides 100% of the stocks in each stage, and subdivides the shares divided into the respective stages.

The dividend selling method can be divided into 1 ~ 3 stages. If you choose 1st step, 100% of the shares will be sold at the 1st step, and the number of shares will be automatically displayed at 1st step. It can be divided and sold. At this time, the number of shares sold and the selling condition can be set automatically, and the order interval can be set in units of hour, minute and second.

If step 2 of the split-selling method is selected, the portion of the first-step sale is set, and the portion of the second-step sale can be automatically displayed by subtracting the proportion of 100% In addition, the number of shares to be sold at each step is automatically displayed, and the shares can be sold by dividing the shares one or three times in each step. At this time, the number of shares sold and the selling condition can be set automatically, and the order interval can be set in units of hour, minute and second.

If you select 3 of the split-selling methods, you set the ratio of 1-step selling and 2-step selling. The proportion of 3-step selling is automatically shown as the number of shares minus the ratio of 100% . In addition, the number of shares sold at each step can be automatically displayed, and it can be sold separately by dividing the shares one or three times. At this time, the number of shares sold and the selling condition can be set automatically, and the order interval can be set in units of hour, minute and second.

FIG. 22 is a diagram showing an example of a method of setting up an early liquidation sale performed by the sale management unit shown in FIG. 2;

The selling management unit 150 can set an early liquidation sale.

The early liquidation sale is to sell all the stocks held or the stocks held during the early liquidation sale condition, and the early liquidation sale condition and execution method are as shown in FIG.

23 is a diagram showing an example of a dividing selling method performed in the selling management unit shown in FIG.

The selling management unit 150 can perform the split sale based on the purchased shares using any one of an equal dividing selling method, a triangle selling method, a diamond selling method, and a reverse triangle selling method.

First, the method of equally dividing the shares is to divide the number of shares by the number of shares and sell them evenly.

Second, the method of selling triangles corresponds to cases where stock market conditions are unstable and stock prices of the stocks can not be maintained. The stocks are divided into three stages by 50%: 30%: 20% And sells them at intervals of n hours.

Third, it is divided into three steps by 30%: 40%: 30% method based on the number of shares held by the method of selling diamonds, and it is divided into n steps and sold at n time intervals (n is a natural number).

Fourth, the reverse triangle selling method corresponds to a case where stock market conditions are favorable and the stock price of the stock can be maintained, and it is divided into three stages by 20%: 30%: 50% (N is a natural number).

It is to be understood that the numbers in the above examples are exemplary to be changed.

FIG. 24 is a diagram illustrating an example of a method of setting a sell-off rate to be performed in the sale management unit shown in FIG.

The selling management unit 150 can set the selling profit rate and sell the stock accordingly.

In one embodiment, the sell management unit 150 may use a percentage of the difference between the specific period average value or the moving average value of the current price of the item.

In another embodiment, the selling management unit 150 may set the sales profit rate based on the average selling price of the stocks, based on the performance and the growth rate of the stock. For example, when the sales growth rate or the operating profit growth rate is 0% to n%, the selling management unit 150 has a first-stage selling rate of 14%, a second-stage selling rate of 19%, a third- 1% sell-off rate of 12%, 2-step sell-down rate of 17%, 3-step sell-down rate of 22%, 0% - (-) c% 1%, 2%, 11%, and 16%, respectively, of the growth rate of 13%, 3%, 18% and c% Here, n, b, c, and d correspond to natural numbers, respectively.

In another embodiment, the sell management unit 150 may set the sell profit rate using the domestic composite index. For example, the selling management unit 150 has 6% of the first stage sell profit rate, 11% of the second step sell profit rate, 16% of the third step sell profit rate, 8% of the first step sell profit rate at 2100 ~ 1% sell profit rate 10%, 2 stage sell profit rate 15%, 3 stage sell profit rate 20%, 1800-1900 point 1 stage sell profit rate 12%, 1900 ~ 2000 point sell profit rate 13% 2-step sell profit rate of 17%, 3-step sell profit rate of 22%, 1700 ~ 1800 points of 1-step sell profit rate of 14%, 2-step sell profit rate of 19%, 3-step sell profit rate of 24% %, 2nd step sell profit rate 21%, third step sell profit rate 26%. Here, the setting ratio is variable.

25A and 25B are diagrams showing an example of a sell-stop and sell-reset method performed by the sale management unit shown in FIG.

FIG. 25A is a diagram for explaining a selling stop condition, and FIG. 25B is a diagram for explaining a method for resetting an automatic selling.

If the stock price of the stock on that day rises by more than a predetermined amount while the sell or sell is scheduled, the sell management unit 150 may stop selling and change the predetermined selling set value to perform efficient selling have.

For example, the selling management unit 150 may suspend sale when the share price rises n% or more on the same day. Alternatively, the sale management unit 150 may suspend sale if the sale rises n% or more for n minutes or more, % Increase The holding stocks can be divided into n times and sold at fixed intervals on the market (n is a natural number).

For example, the selling management unit 150 may temporarily suspend selling the stock on the day when the stock price of the stock has reached the upper limit. If the upper limit is held for more than n minutes, the seller may be suspended on the same day, and the stock may be sold at an interval of the market at an interval of n times.

On the other hand, if the upper limit value condition is satisfied and the selling is suspended, if the upper limit value is not maintained for n minutes or more, or if the remaining upper limit value is not accumulated by n% or more of the day's trading volume by n minutes, the selling management unit 150 cancels the pause, .

The selling management unit 150 is responsible for managing the stock price impact items such as sales contracts, patents, revaluation, financial structure improvement, acquisitions, absorption mergers, foreign shareholding increase, treasury stock purchase, , The seller may temporarily suspend the sale of the stock.

FIG. 26 is a diagram illustrating an example of a selling time interval setting method and a selling period setting method performed by the selling management unit shown in FIG. 2;

The selling management unit 150 can set the selling time period to an optimal selling time zone according to each day of the week, thereby enabling more efficient selling.

This selling time section applies the items such as the number of shares of the stock, the average trading volume and the number of circulating stocks, institutional investor holding ratio, foreigner holding ratio, institutional investor program sale, credit ratio, short selling ratio, The interval setting criteria can be set.

The selling management unit 150 can set the selling time period to the day of the week in the method of selling the stock, and can set the selling time by dividing the selling time period into morning and afternoon during the day. Or the selling management unit 150 may periodically apply a selling time period of one week for a predetermined period.

FIG. 27 is a diagram illustrating an example of a method for setting a stop-loss condition performed in the sale management unit shown in FIG. 2. FIG.

The selling management unit 150 can set the stall selling condition as shown. The sell-off selling condition can be set reflecting the stock price influence item as shown in the figure.

FIG. 28 is a diagram showing an example of a method of executing a stoppage performed by the sale management unit shown in FIG. 2. FIG.

When the sell-sell condition is satisfied, the sell-management unit 150 can execute sequential sell-offs.

For example, the sell management unit 150 may set the total number of holdings to 100% based on the time when the break condition occurs, and perform the stop loss until the second step.

If you choose the 1st stop-loss option, 100% of the stocks will automatically show the first-stage sell-off and the first-stage sell-off, and you can divide each step in detail. At this time, the number of shares to be sold in the synergies is selected by the user when the unspecified number is selected, and the number of shares is automatically generated when the user selects the first to third steps. The selling condition can be set automatically. Can be set.

If step 2 of the stop-loss method is selected, the weight of the first step is set, and the weight of the second step is automatically displayed as the value obtained by subtracting the weight of the first step. In addition, the second-stage stock quotes are displayed automatically, and a selling method that divides each step in detail can be used. In this case, the number of shares sold per share is selected by the user when the unspecified number of shares is selected, and the number of shares sold is automatically created when 1 ~ 3 steps are selected. The selling condition can be set automatically, Minute, and second.

When dividing by each step, the user can directly enter the number of shares per n shares by selecting the unspecified value.

FIG. 29 is a diagram illustrating an example of a method of setting an automatic clearing selling condition performed by the selling management unit shown in FIG. 2. FIG.

The domestic stock market is often more dependent on the international environment than the domestic environment. This is because almost all industries in Korea are connected to the international market. Especially, foreign ownership of foreign companies and foreigners in the domestic stock market has exceeded 30%, so fluctuations in international situation lead to changes in domestic stock prices. It is direct and threatening. Therefore, we can not be relieved that the risk of the stock market is stable only in Korea.

Therefore, the selling management unit 150 can provide an automatic liquidation selling function. The automatic liquidation selling function automatically sells stocks of all stocks when the local number falls by at least n% based on the Korea Composite Index, the Kosdaq Index, the US, Europe, China, Japan, .

Other methods of automatic liquidation may be to sell all of the assets automatically depending on the business performance of the stock, the increase in the debt ratio, and other financial conditions.

Another way to sell automated liquidation is to create automatic liquidation conditions in conjunction with oil prices, exchange rates, benchmark interest rates and benchmark indices.

FIG. 30 is a diagram showing an example of a method of executing an automatic liquidation selling performed in the selling management unit shown in FIG. 2. FIG.

After setting the automatic clearing selling condition, the selling management unit 150 can execute the automatic clearing selling sequentially when the condition is satisfied.

The selling management unit 150 may divide the number of shares to be held by 100% and the selling management unit 150 by one to three times. When unspecified is selected by the selling method, it can be sold according to the user's direct input. If the first to third steps are selected by the selling method, the selling management unit 150 sets and sells the number of shares to be sold in the synagogues accordingly.

31 is a diagram showing an example of a reservation period setting and automatic extension setting method performed by the selling management unit shown in FIG.

The reservation period refers to a period during which a selected item is automatically executed according to the number-of-sets setting criteria within a specified period, and the setting range of the reservation period can be applied to the number-of-items section.

When the stock is not bought up to a certain percentage of the investment assets within the reservation period, the purchase management unit 140 can automatically extend the reservation period and purchase additional stocks.

If the buyer can not buy more than n% of the buyer's amount within the reservation period based on the planned purchase amount, the buyer's management unit 140 can purchase the buyer's stock up to a certain percentage based on the planned purchase amount of the stock. The purchase management unit 140 can extend the reservation period automatically in conjunction with the concentrated purchase if the reservation period is to be extended.

The purchase management unit 140 can obtain a reservation period based on the transaction amount and calculate the difference between the average transaction amount during the specific period of the corresponding stock and the average transaction amount on the day before the purchase execution date, The period and reservation extension period can be obtained.

Another way to extend the reservation period is to use the domestic and overseas comprehensive index and financial statement. Alternatively, if there is management disclosure of the company, the reservation period can be automatically extended based on the disclosure date.

In the foregoing, the stock trading system or its constituent elements have been described with reference to Figs.

Hereinafter, a stock trading method according to an embodiment of the present invention will be described with reference to FIG. However, the stock trading method to be described below can be more easily understood with reference to the above-described contents in FIG. 2 to FIG.

32, the stock trading method includes a step S110 of setting a stock price influence item for a plurality of items and setting an investment item group including a plurality of investment items selected by reflecting the stock price influence item (S110) can do.

Thereafter, the stock trading method includes a step S120 of setting a buying priority and a buying reference price for each of the plurality of investment items, and a step S130 of performing a buying operation by reflecting the buying priority and the buying reference price .

In one embodiment, step S120 may include: classifying each of the plurality of items into an industry classification and an industry classification; classifying the plurality of investment items differentially by reflecting a first priority associated with the industry classification; And dividing the plurality of investment items included in the same grade by reflecting the second priority associated with the item.

In one embodiment, step S120 includes the steps of lowering the buying priorities of the stocks by a predetermined amount or more if the prices are rising or falling over a predetermined period of time, rising to a predetermined percentage or more with respect to the buying stock price, And dividing the plurality of investment items included in the same grade into a plurality of investment categories.

In one embodiment, the step S120 includes the steps of calculating a reference average price for a certain period of the corresponding stock, if the current price is less than the average price, adding a price N% (N is a natural number) And setting a price, which is obtained by subtracting N% (N is a natural number) from the average price, to the purchase reference price if the current price exceeds the average price.

Here, the step of calculating the reference average value may include the steps of: calculating a first moving average line which is determined by an average price during the first period, calculating a second moving average line which is determined by an average value during a second period longer than the first period, Calculating a moving average line and calculating an average of the first moving average line and the second moving average line as the reference average value.

In one embodiment, the step S130 includes a step of performing a general buying when the present price is smaller than the buying standard price, and a step of performing a falling prediction buying when the current price is greater than or equal to the buying standard .

In one embodiment, step S130 includes the steps of: performing a general buyout reflecting the buyout priority and the buyout bid when the totalized stock price index is less than a predetermined value, and when the totalized stock price index exceeds a predetermined value, And performing the downward forecasting number reflecting the ranking and the buying-bid threshold.

Herein, the number of decline predictions is determined by performing a 4-step division by predicting the decline, and the number of decline predictions is determined by any one of an equally divided division number system, an inverse triangle system, a diamond system, and a triangle system The reverse triangle buying method is a method in which the current price of the corresponding item is lower than the buying standard value or the domestic general index is lower than a predetermined value, , The number of copies in the third step is 20%, the number of copies in the diamond purchase method is 30% in the first step, 40% in the second step, 30% in the third step And if the current price of the corresponding stock is higher than the purchase price or if the domestic composite index is higher than the predetermined value, The number of copies, step 2 in 20% of the number of 30%, Step 3 may be carried out the number of 50%.

The stock trading method may further include determining whether a selling condition occurs based on the buying average unit price, and dividing the related stock into a plurality of steps and selling the same when the selling condition occurs.

Wherein the step of dividing and selling comprises the step of selling the handout regardless of the current profit when the badness requirement for at least a part of the stock price influence items occurs, .

It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory and are not intended to limit the invention to the particular forms disclosed. It will be understood by those skilled in the art that various changes in form and details may be made therein without departing from the spirit and scope of the invention as defined by the appended claims.

100: Stock trading system
110: communication interface unit 120: investment item management unit
130: Purchase requisite setting section 140: Sales management section
150:
200: Stock trading server

Claims (10)

Setting a stock price influence item for a plurality of items and setting an investment item group including a plurality of investment items selected by reflecting the stock price influence item;
Setting a buying priority and a buying reference price for each of the plurality of investment items; And
Performing a buying operation to reflect the buying priority and the buying reference price;
A method of trading stock that includes.
2. The method of claim 1, wherein the step of setting the number of copies
Dividing each of the plurality of events into an industry classification and an industry classification;
Classifying the plurality of investment items in a differential manner by reflecting a first priority associated with the industry classification; And
Classifying a plurality of investment items included in the same rank by reflecting a second priority associated with the item;
A method of trading stock that includes.
3. The method according to claim 2, wherein the step of setting the number-of-copies priority and the number-of-
Lowering the buying preference of a given stock more than a certain amount if the price fluctuates for a certain period of time, rises above a predetermined percentage of the buying stock price, or if the buying prohibition condition is satisfied; And
Classifying the plurality of investment items in a different manner and re-performing a step of classifying a plurality of investment items included in the same class;
The method further comprising:
2. The method of claim 1, wherein the step of setting the number of copies
Calculating a reference average price for a predetermined period of the stock;
If the current price is equal to or less than the average price, setting a price that is N% (N is a natural number) plus the average price as a buying price; And
If the current price exceeds the average price, setting a price obtained by subtracting N% (N is a natural number) to the average price as the buying reference price;
A method of trading stock that includes.
5. The method of claim 4, wherein the step of calculating the reference average value
Calculating a first moving average line which is determined by an average value for a first period;
Calculating a second moving average line that is determined as an average value for a second period longer than the first period; And
Calculating an average of the first moving average line and the second moving average line as the reference average value;
A method of trading stock that includes.
The method of claim 1, wherein performing the number of copies comprises:
Performing a general purchase if the current price is smaller than the purchase reference price; And
If the current price is greater than or equal to the purchase reference price, performing a falling prediction buyout;
A method of trading stock that includes.
The method of claim 1, wherein performing the number of copies comprises:
Performing a general purchasing operation when the total stock price index is less than a predetermined value, reflecting the purchase priority order and the purchase reference price; And
Performing a downward forecasting reflection based on the buyout priority and the buyout base price when the total stock price index exceeds a predetermined value;
A method of trading stock that includes.
8. The method of claim 7, wherein the declining predictive number is
This is to predict the decline,
The falling prediction number is performed by any one of an equally divided number-of-products method, an inverse-triangle-number-based method, a diamond-
Dividing the number of divisions by the number of divisions based on the planned amount of money,
The inverse triangle addition method
If the current price of the stock is less than the buying standard or if the domestic composite index is lower than the predetermined value, the stock price is 50% for the first stage, 30% for the second stage, 20 % &Lt; / RTI &gt;
The diamond-
Based on the planned amount of purchase, 30% of the first phase is bought, 40% of the second phase is bought, 30% is bought in the third phase,
The triangulation method
If the current price of the stock is higher than the buy-in price or if the domestic composite index is higher than the predetermined price, the buy-in amount is 20%, the buy-in amount is 30% A method of buying or selling shares that performs a% buying.
The method according to claim 1,
Determining whether a selling condition has occurred based on the buying average unit price, and dividing the related stock into a plurality of stages when the selling condition occurs;
The method further comprising:
The method of claim 9, wherein the dividing and selling step
Performing a sell-off selling regardless of a current profit when a badness requirement for at least a part of the stock price impact items occurs;
A method of trading stock that includes.

Images