KR20220130517A - User Customized Stock Trading Server - Google Patents

Abstract

A user-customized stock trading server according to an embodiment of the present invention that allows even ordinary people without professional knowledge of programs to easily set a trading strategy provides a user-customized stock trading function. The stock trading server provides, to a user terminal, a cash maintenance ratio setting interface that receives a cash maintenance ratio against the holding amount of a user, a portfolio setting interface for receiving the number of ports in which the holding amount of the user is invested, and a trading strategy providing interface for receiving a trading strategy for trading stocks based on the holding amount of the user.

Description

User Customized Stock Trading Server

The present invention relates to stocks, and more particularly, to a stock trading server.

Conventional stock trading methods include a visit to a brokerage branch, fill out a transaction slip, and trade at a brokerage company, and ARS phone transaction requesting a transaction over the phone. In particular, in recent years, due to the development of the Internet, stock trading using the Internet is very active. Stock trading methods using the Internet include HTS (Home Trading System) trading and MTS (Mobile Trading System) trading (hereinafter referred to as online trading).

Among online transactions, HTS transaction is a transaction through a computer program called HTS program on a PC, and MTS transaction is a transaction through a mobile application called a securities company application on a smartphone.

As such, as PCs or smartphones are used for stock trading, interest in automatic trading programs is growing. The automatic trading program refers to a program that executes sell and buy orders on behalf of humans in online stock trading on a PC or smartphone platform.

However, there is a problem that the general automatic trading program is difficult for the general public to access because it requires specialized knowledge.

An object of the present invention is to provide a user-customized stock trading server that allows the general public without professional knowledge about the program to easily set up a trading strategy.

Another object of the present invention is to provide a user-customized stock trading server that can provide information on trading strategies.

Another object of the present invention is to provide a user-customized stock trading server capable of performing stock trading without user's separate manipulation.

A user-customized stock trading server according to an embodiment of the present invention is a stock trading server that provides a user-customized stock trading function, the stock trading server comprising: a cash maintenance ratio setting interface for receiving a cash retention ratio to a user's holding amount; a portfolio setting interface for receiving the number of ports in which the user's holding amount is invested; and providing a trading strategy providing interface for receiving a trading strategy for trading stocks based on the user's holding amount to the user terminal.

The present invention has the effect of maximizing user convenience because even ordinary people without professional knowledge about the program can easily set up a trading strategy.

In addition, since the present invention can provide information on a trading strategy, even a beginner can easily make a profit based on the information.

In addition, the present invention can perform stock trading without user's separate manipulation, so that it can respond in real time to unexpected situations that may occur during the day, and maximize the return through a trading strategy that minimizes human emotional intervention. there is an effect that

1 is a view showing a user-customized stock trading server according to an embodiment of the present invention.
2A and 2B are diagrams illustrating a user interface provided to a user.
3 is a diagram showing a strategic trading interface according to an embodiment of the present invention.
4 is a diagram illustrating an example of a portfolio setting interface.
5 is a diagram showing an example of a cash maintenance ratio setting interface.
6A and 6B are diagrams illustrating setting a purchase amount of one item.
7A to 7G are diagrams illustrating that a user creates a self-strategy through the strategy trading interface.
8 is a diagram illustrating an example of a trading strategy page provided by a trading strategy providing interface.
9 is a diagram showing that the trading strategy providing interface displays the strategy status.
10A to 10C are diagrams showing a strategy history.
11A and 10B are diagrams illustrating initialization of a trading strategy.
12 is a flowchart illustrating that the server according to the present invention performs scoring for each event and provides it to a customer through a user interface.
13 is a flowchart showing that the server according to the present invention assigns a timing score to each event.
14 is a flowchart showing that the server of the present invention gives popularity among supply and demand scores and valuation scores to each item.
15 is a flowchart showing that the server of the present invention assigns a score for fair value analysis among valuation scores.
16 is a flowchart showing that the server of the present invention assigns a pattern score.

It should be noted that in the present specification, in adding reference numbers to the components of each drawing, the same numbers are used for the same components, even if they are indicated on different drawings, as much as possible.

On the other hand, the meaning of the terms described in this specification should be understood as follows. The singular expression is to be understood as including the plural expression unless the context clearly defines otherwise, and the terms "first", "second", etc. are used to distinguish one element from another, The scope of rights should not be limited by these terms. It should be understood that terms such as “comprise” or “have” do not preclude the possibility of addition or existence of one or more other features or numbers, steps, operations, components, parts, or combinations thereof.

The term “at least one” should be understood to include all possible combinations from one or more related items. For example, the meaning of “at least one of the first, second, and third items” means that the first, second, and third items, respectively, as well as the first, second, and third items, respectively, mean It means a combination of all items that can be presented from two or more of them.

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

1 is a view showing a user-customized stock trading server (hereinafter referred to as a 'server') according to an embodiment of the present invention. As shown in FIG. 1 , the server 100 provides a stock trading function to the user through the user terminal 50 . Specifically, the server 100 provides a user-customized stock trading function. For example, the server 100 may receive a trading strategy set by the user and perform stock trading using the trading strategy. In addition, the server 100 may provide a trading strategy to the user based on the user's information, and may perform stock trading with the trading strategy selected by the user.

As described above, the server 100 according to the present invention can maximize the stock return by providing a trading strategy suitable for the user's situation. In addition, the server 100 according to the present invention can perform a trading strategy without a separate user manipulation according to the trading strategy input or selected by the user, so that it can reflect the market situation in real time, as well as the rate of return through rational judgment can be maximized.

To this end, the server 100 according to the present invention includes a user interface. The user interface is provided to the user through the user terminal 50 . Accordingly, the server 100 according to the present invention can distribute applications, programs, agents, etc. to the user terminal 50 . A user may be provided with a user interface through an application, program, agent, etc. distributed through the user terminal 50 .

At this time, it has been described that the server 100 according to the present invention provides a user interface through a corresponding medium by distributing applications, programs, agents, etc. it might be

Hereinafter, a user interface according to the present invention will be described in more detail with reference to FIG. 2 .

2A and 2B are diagrams illustrating a user interface according to an embodiment of the present invention.

As shown in FIGS. 2A and 2B , the user interface includes a general order interface 210 that can perform general stock trading, a real-time balance interface 220 that shows the user's balance in real time, and a strategy that can perform strategic trading. It includes a trading interface 230, and a comprehensive chart interface 240 that provides a chart to a user.

The general order interface 210 may perform general stock trading. For example, the general order interface 210 receives the stock purchase amount for the stock selected by the user, and when receiving a request for execution of the stock purchase, purchases the stock according to the stock purchase amount input by the user. In addition, the general order interface 210 receives the stock selling amount for the stock selected by the user, and when receiving a request for execution of the stock sale, sells the stock according to the stock selling amount input by the user.

The real-time balance interface 220 provides a list of items purchased and sold through the general order interface 210 and the strategic trading interface 230 . Here, the real-time balance interface 220 provides the purchase unit price, profit/loss ratio, fluctuation rate, real-time price, and purchase amount of each item. In addition, the real-time balance interface 220 provides the user's holding amount, and provides real-time valuation profit and loss and profit/loss ratio according to the purchase and sale of each item.

Strategic trading interface 230 may set a trading strategy, port setting, cash maintenance ratio, and the like. In one embodiment, the strategic trading interface 230 may provide the recommended item to the user based on big data, and execute the purchase and sale of the recommended item according to the user's selection.

The general chart interface 240 provides a chart to the user in conjunction with the general order interface 210 , the real-time balance interface 220 , and the strategic trading interface 230 . Specifically, the comprehensive chart interface 240 provides a chart of the corresponding item to the user when the user selects any one item through the general order interface 210 , the real-time balance interface 220 , and the strategic trading interface 230 . do. The comprehensive chart interface 240 may provide a bar chart, a trading volume, a shark chart, a skate chart, and the like to the user.

Hereinafter, the strategic trading interface 230 according to the present invention will be described in more detail.

3 is a diagram showing the strategic trading interface 230 according to the present invention. As shown in FIG. 3 , the strategy trading interface 230 allows a user to set a trading strategy, port setting, cash maintenance ratio, and the like through the user terminal 50 . To this end, the strategy trading interface 230 according to the present invention includes a portfolio setting interface 300 , a cash maintenance ratio setting interface 400 , and a trading strategy providing interface 500 .

In the following description, the server 100 and each interface 230-500 are described as separate configurations, but this is for convenience of description, and each interface 230-500 may be included in the server 100, and distribution Each interface 200-500 may be included in the designated application, program, or agent.

The portfolio setting interface 300 according to the present invention may set the number of ports in which the user's holding amount is invested. Specifically, the portfolio setting interface 300 receives a user input of the number of ports through the user terminal 50 , and transmits the number of ports to the server 100 . The server 100 receives the input number of ports and sets the number of ports of the corresponding user according to the number of ports.

For example, the portfolio setting interface 300 provides the port number selection icon 310 to the user as shown in FIG. 4 , and when the user selects 4 ports, the port number is transmitted to the server 100 . The server 100 receives the number of ports and sets the number of ports of the corresponding user to four. Accordingly, the portfolio setting interface 300 displays the set number of ports as four as shown in FIG. 4 .

In an embodiment, the server 100 may determine the number of stocks available for purchase according to the number of ports. For example, when the number of ports is selected as 4 as shown in FIG. 4 , the server 100 determines the number of purchaseable items to be 4 and transmits this to the portfolio setting interface 300 . Accordingly, the portfolio setting interface 300 displays the number of stocks available for purchase as 4.

The cash maintenance ratio setting interface 400 receives the user's cash retention ratio compared to the holding amount. Specifically, the cash maintenance ratio setting interface 400 may receive an input of the ratio to be held in cash among the holdings existing in the user's stock account. When the cash retention ratio setting interface 400 receives the cash retention ratio, it transmits the cash retention ratio to the server 100, and the server 100 sets the cash retention ratio among the user's holdings according to the cash retention ratio. .

For example, as shown in FIG. 5 , the cash maintenance ratio setting interface 400 provides a cash maintenance ratio selection icon 410 to the user, and when the user selects the cash retention ratio as 20%, the cash retention ratio It is transmitted to the server 100 . The server 100 receives the cash retention ratio, and sets the cash retention ratio of the corresponding user to 20%. In this case, when the user's holding amount is 100 million won, the user does not invest 20 million won and holds the remaining 80 million won.

In one embodiment, the server 100 receives a user's input for the cash retention ratio through the cash retention ratio setting interface 400, and determines the purchaseable amount of the user's holding amount according to the received cash retention ratio. can

For example, as shown in FIG. 5 , when the cash retention ratio is selected as 20%, the server 100 may determine the purchaseable amount of 100 million, which is the holding amount, as 80 million won. In this case, the cash maintenance ratio setting interface 400 may display the purchaseable amount as 80 million won.

In an embodiment, the server 100 may determine the purchase price of one item according to the number of items available for purchase and the amount available for purchase. For example, the server 100 may determine a value obtained by dividing the available purchase amount by the number of purchaseable items as the purchase price of one item.

For example, as shown in FIG. 5 , when the available purchase amount is 80 million won and the number of purchaseable items is 4, the server 100 may set the purchase price for one item to 20 million won. The portfolio setting interface 300 may display the purchase amount of one item as 20 million won.

As another example, the server 100 may determine the purchase amount of each item with different weights according to a user's input.

In one embodiment, when the portfolio setting interface 300 receives the entire port input from the user, the server 100 sets the purchase amount of one item as a value obtained by dividing the available purchase amount by the set number of ports. For example, as shown in FIG. 6A , the server 100 may determine a value obtained by dividing the purchase price of one item by the number of items available for purchase as the purchase price of one item. If the number of ports is set to 15, the number of items already purchased is 9, and the number of items available for purchase is 6, the server 100 determines the available purchase amount (230,972,328)/port set number (15) as the purchase amount of one item (32,991,178) do. Accordingly, the portfolio setting interface 300 provides the purchase amount (32,991,178) of one item to the user.

In another embodiment, when the portfolio setting interface 300 receives the remaining port from the user, the server 100 may determine the purchase amount of one item by excluding the port where the trading execution occurred. For example, as shown in FIG. 6B , the server 100 may determine the purchase price of one item by excluding the port where the trading execution occurred. The server 100 has 15 ports set, 9 items already purchased, and 6 items available for purchase, the available purchase amount (230,972,328) / number of purchaseable items (6) as the purchase price of one item (38,495,388) decide Accordingly, the portfolio setting interface 300 provides the purchase amount 38,495,388 for one item to the user.

On the other hand, the trading strategy providing interface 500 provides a trading strategy to the user. Specifically, the trading strategy providing interface 500 may provide a trading strategy for trading stocks based on the user's holding amount. In one embodiment, the trading strategy providing interface 500 may receive a trading strategy input based on the user's holding amount.

According to this embodiment, the server 100 sets the input trading strategy as the trading strategy of the corresponding user.

In an embodiment, the trading strategy may include a buy monitoring price, a sell monitoring price, a buying method, the number of divisions, a strategy execution recommendation time, a strategy execution deadline time, a basic profit rate, and the like. At this time, the buy monitoring price is the price at which the relevant stock is purchased, the sell monitoring price is the price at which the purchased stock is sold, the purchase method is a purchase technique such as a split purchase or a lump-sum purchase, and the number of splits is the number of divided purchases or This is the number of times the sale is divided in installments. In addition, the strategy execution recommendation time is the time when the trading strategy is executed, the strategy execution deadline is the time when the trading strategy is finished, and the basic profit margin means the rate of return of the selling price.

In one embodiment, the trading strategy providing interface 500 may receive a self-strategy input so that the user can write a strategy. Here, the self-strategy means that the user wrote the strategy himself.

For example, as shown in FIG. 7A , the trading strategy providing interface 500 provides a strategy creation button, and when the user selects the strategy creation button, as shown in FIG. 7B , a strategy creation page is provided to the user. . As shown in Fig. 7b, the user can select the strategy type, stock code, purchase method, number of divisions, execution time, number of purchases and losses, deadline, number of stop loss lines, stop loss price, number of basic profit break divisions, etc. on the strategy creation page You can enter strategy information. The strategy creation page provides a new buy button, a buy edit button, a new sell button, and a sell edit button. When the user selects the new buy button, the strategy creation page provides a buying strategy page as shown in FIG. 7C , and the buying strategy page provides an input window in which the user can input self-strategy information. Here, the input window includes item code, purchase method, number of divisions, execution time, purchase monitoring price, deadline, number of stop loss lines, stop loss price, number of basic profit break divisions, and basic profit loss.

The user may input the stock code of the stock that is the target of the self-strategy in the stock code input window. The user may input a purchase method in the purchase method input window. Here, the purchase method includes at least one of real-time, time interval, and price monitoring.

Real-time is to make a purchase at the real-time price of the stock.

The time interval is to buy the stock when the set price is reached within the set time interval. The time interval can be used when purchasing a large amount of the relevant item rather than adjusting the price of the item.

The user can set the time period by inputting it into the fastening time input window.

The user inputs the number of divisions in the division number input window. Here, when the purchase method is set for the time interval, the user may set the number of divisions higher than the price monitoring.

The user may set the highest purchase price in the monitoring purchase price 1 input window among the monitoring price input windows, and may set the lowest purchase price in the monitoring price 2 input window.

In this case, the server 100 performs the purchase of the corresponding item at the highest purchase price or the lowest purchase price by the number of divisions according to the set time period.

For example, in the server 100, when the purchase method is set at a time interval, the number of divisions is set to 10, the execution time is set to 30 minutes, the monitoring price 1 is 90000 won, and the monitoring price 2 is 50000 won. , buy 10 times every 30 minutes when the current price reaches a price between 50000 and 90000. Here, adding .5 to the buy watch price means the current price.

Price monitoring means that when a stock reaches a set price, it buys according to the number of divisions. Because price monitoring is the main purpose of price adjustment of stocks, it can be bought less than the time interval. Therefore, the number of divisions may be lower than the time interval for price monitoring.

Here, the monitoring purchase price may be gradually set lower as the monitoring price 1, 2, 3, and 4 go down. The purchase watch price is set according to the number of divisions. If the number of divisions is set to 3, the user can set the monitoring price to be 1, 2, and 3.

The user may input the self-strategy end time in the deadline input window.

The user may input a stop loss value in the stop loss value input window. Here, when the user inputs the number of stop loss lines in the number of stop loss lines input window, the number of stop loss lines can be set as much as the number of stop loss lines. Here, when a stop loss is not desired, the user may not input a stop loss value.

The user can input the basic profit margin into the basic profit margin input window. Here, the profit margin means the profit margin reflecting the flat unit price. Therefore, a difference in returns may occur if additional purchases are made or if the stock has already been manually purchased.

When the user selects the number correction button on the strategy creation page shown in FIG. 7B , the number correction page is provided as shown in FIG. 7D , and the user can modify the self-strategy on the purchase correction page.

When the user selects the new sell button on the strategy creation page shown in FIG. 7B, the selling strategy page is provided as shown in FIG. 7E, and the selling strategy page provides an input window for the user to input self-strategy information. do. Through this, the user can create an own strategy that is a selling strategy. Here, the input window includes the stock code, the selling method, the number of divisions, the execution time, the deadline, the upper limiting price, the lower limiting price, and whether or not trailing.

The user inputs the stock code to execute the selling strategy into the stock code input window. The user inputs the selling method in the selling method input window. Here, the selling method includes real-time, time interval, and price monitoring in the same way as the above-described buying method. Real-time means selling at a real-time price, time interval means selling for a set time period, and price monitoring means selling at a set price.

Here, as for the time interval, the lowest price can be entered in the upper cut price 1 input window and the highest price can be entered in the upper cut cut price 2 input window, and when the set time period is reached, the number of divisions is sold. Therefore, in order to sell at time intervals, the user has to input the number of divisions, contract time, upper limit cut price 1, and upper cut cut price 2.

According to the number of divisions based on the current price, price monitoring is carried out at the top price cut or bottom cut price. Here, the upper end cut price must be entered higher than the current price as the upper end cut price goes to 1, the upper end cut price 2, the upper end cut price 3, and the upper end cut price 4, and the lower end cut price is the lower end price. As the reduced price 1, lower blade cut price 2, lower blade cut price 3, and lower edge cut price 4 go up, you must enter a lower value than the current price. Also, .5, which means the current price, can be entered only at the upper profit cutting price 1.

Users can set whether to trail. Trailing means that even if the present price reaches the lower cut off price, it does not sell until it reaches the upper cut price once.

When the user sets trailing, the server 100 does not sell if the stock has never reached the upper cut price even if the corresponding item reaches the lower cut price when the self-strategy is executed. In addition, the server 100 may perform a sale when the item has reached the upper-end cut-off price and has reached the lower-end cut-off price.

When the user selects the sell correction button on the strategy creation page shown in FIG. 7B , the sell correction page is provided as shown in FIG. 7F , and the self-strategy can be modified on the sell correction page.

The trading strategy providing interface 500 transmits the inputted self-strategy information to the server 100, and the server 100 performs a trading strategy based on the self-strategy information. Here, in the case of the self-strategy, the strategy trading interface 230 displays the general strategy provided by the server 100 and the self-strategy inputted by the user in different colors, as shown in FIG. 7G . separated and provided to users.

In an embodiment, the server 100 may receive a user's input for a trading strategy of a specific item, and execute buying and selling of the specific item according to the received trading strategy. For example, as shown in FIG. 3 , the trading strategy providing interface 500 provides information on each item, and when the user selects SK chemical information, the trading strategy page shown in FIG. 8 is provided. The trading strategy providing interface 500 transmits the trading strategy to the server 100 when the user inputs a trading strategy on the trading strategy page. The server 100 executes buying and selling according to the trading strategy of SK chemicals.

At this time, as shown in FIG. 3 , when the user selects the trading execution icon 510 , the server 100 may execute buying and selling. When the user selects the trading execution icon 510 for Samsung Electronics and Big Hit, the trading strategy providing interface 500 displays Big Hit and Samsung Electronics in the area for displaying the strategy status as shown in FIG. 9 . .

The server 100 executes the trading strategy at 9:49:30 on January 18, 2021 and divides it into 4 divided purchases according to the purchase monitoring price. do. In addition, the server 100 sells SK chemicals according to the selling price. The server 100 ends the trading strategy at 11:30: 00 on January 18, 2021. In addition, when the user selects the trading cancel icon 520 shown in FIG. 3 , the server 100 may end the trading strategy even before the strategy execution deadline ends.

As such, the server 100 according to the present invention can execute buying and selling of specific items without user's separate manipulation, so it can respond to market conditions reflected in real time, as well as exclude human emotions through rational judgment. Since you can trade stocks, it has the effect of obtaining a steady rate of return.

In the above description, although it has been described that the trading strategy providing interface 500 provides the area displaying the strategy status according to the present invention, the strategy status interface 600 is a separate configuration from the trading strategy providing interface 500 . Strategic status can be displayed.

In this case, when the user purchases or sells a specific item through the trading strategy providing interface 500 , the strategy status interface 600 may display a trading strategy set for the specific item. For example, the strategy status interface 600 may display the strategic status of Big Hit and Samsung Electronics as shown in FIG. 9 .

The strategy status interface 600 reflects the execution of the trading strategy in real time and provides it to the user. As an example, the strategy status interface 600 reflects in real time whether buying or selling is being performed and provided to the user. For example, as shown in FIG. 9 , the strategy status interface 600 displays the current stage in real time, and provides the user with the number of purchases in the case of divided purchases.

The strategy status interface 600 provides a strategy history to the user. For example, as shown in FIG. 10A , when the user selects Samsung Electronics, the strategy status interface 600 provides a strategy history page to the user as shown in FIG. 10B . The strategy status interface 600 provides the current trading strategy to the user through the strategy history page, and provides details of each trading strategy.

In one embodiment, the strategy status interface 600 may provide a history of a past trading strategy to the user. For example, as shown in FIG. 10c , the strategy status interface 600 may provide a trading strategy that has been carried out in the past. The strategy status interface 600 provides the user with the time input of the trading strategy from the user, information on divided purchases, and the like. The strategy status interface 600 may provide, in the case of a buying strategy, the time when a buying strategy is input from the user, and may provide how many shares were purchased per division and at what price when purchasing in installments from the user. In addition, in the case of a selling strategy, the strategy status interface 600 may provide the time when the selling strategy is input from the user, and when selling in installments from the user, it may provide how many shares were sold at what price per division.

On the other hand, the trading strategy providing interface 500 allows the user to initialize the trading strategy. For example, as shown in Fig. 11a, the trading strategy providing interface 500 provides a strategy initialization button to the user, and when the user selects the strategy initialization button, the entire trading strategy is initialized as shown in Fig. 11b, or It provides a button to initialize the trading strategy for each item. When the user selects the corresponding button, the trading strategy providing interface 500 transmits initialization information to the server 100 . In this case, the initialization information may include whether all strategies are initialized, items to be initialized, and the like.

The user can initialize the trading strategy through the trading strategy providing interface 500 in order to use the waiting funds, and also, when the user wants to sell the stock purchased according to the trading strategy reaching the desired rate of return, The trading strategy may be initialized through the trading strategy providing interface 500 . In addition, when the stock purchased by the trading strategy is sold according to the trading strategy, the user may initialize the corresponding trading strategy through the trading strategy providing interface 500 . Here, standby funds refer to funds tied up to carry out trading strategies.

The server 100 may initialize the trading strategy according to the initialization information. In this case, the server 100 deletes all of the previously set trading strategies according to the initialization information, or deletes the trading strategies set in some items.

In one embodiment, the server 100 may provide at least one of a timing score, a supply/demand score, a valuation score, and a pattern score by scoring each item through the trading strategy providing interface 500 .

Here, the scoring means scoring by analyzing the price, index, supply/demand, trend pattern, etc. of a specific item.

At this time, the timing score is determined by the value of a plurality of indices extracted based on the price and price of the stock, the supply and demand score is determined based on the trading volume and transaction value for each investment entity of the stock, and the valuation is the financial statement information and non-financial information of the stock. It is determined based on the information, and the pattern score may be determined based on a trend that patterned changes in the price of the stock and a plurality of indicators.

In one embodiment, the timing score may include an alignment score, close high, break resistance, wave transition, and volatility.

For example, the sequence score is 5 points for the 5th, 10th, 20th, 60th, 120th, and 240th straight alignments, and 4 points are given when 5 of them are aligned, and 4 of them are in the normal alignment and are 120 or 60 3 points are given if the straight alignment is regular, and 3 points are given if 4 of these are regular, 240 or 120, and 3 points are given. Alternatively, 2 points may be awarded if the 10 line alignment is a regular arrangement, and 1 point may be awarded if 2 of the 2 line alignments are in the 20 line or 10 line alignment.

If the high price on the same day is within 30% of the 240-day high and the 240-day high is within the last d -30 days, 1.5 points are given. If it is not within, 1.5 points are given, if the same-day high is within 20% of the 60-day high and the 60-day high is within the last d-10 days, 1 point is given, the same-day high is within 7% of the 20-day high and the 20-day high is the latest If not within d- 3 days, 1 point may be awarded.

In case of breaking the resistance, 1.5 points are given if the high of the day breaks the 240-day high and the 240-day high is not found within the last d -30 days. , 1 point is awarded if the same-day high exceeds the 60-day high and the 60-day high does not occur within the last d-10 days, and 1 point is awarded if the same-day high breaks through the 20-day high and the 20-day high does not occur within the last d- 3 days.

In addition, if the resistance line is broken through the Bollinger Band's upward line and is at the beginning of the uptrend (within 2 days after phonological overheating or positive fortune conversion), 1.5 points are awarded, and the long-term resistance moving average is broken through one of the 60-day, 120-day, and 240-day line. In the initial stage (within 2 days after phonological overheating or positive fortune conversion), 1.5 points are awarded, and after 7 days (as of the previous day) from the positively high high, the trend resistance line (the previous day) is broken (on the same day) and an upward trend (positive phonological overheating is expected) Alternatively, within 2 days after the positive shift) and a convergence trend, 1.5 points may be awarded.

In the recent 9th power conversion chart, compared with the lowest candle in the recent range, the low and high on the day are high, and within 2 days from the low date, 2.5 points are given for the current positive range, and on the recent 9th power conversion chart, the latest range Compared to the lowest candle of Within 3 to 5 days from the high and low date, 1 point is given if the current range is positive, and in the recent 9-day power conversion chart, compared to the lowest candle in the latest range, the low and high on the day are high and within 6-7 days from the low date. 0.5 points may be awarded for current dual roles.

For volatility, if the high price within the last 10 days is higher than the upper Bollinger band and exists for more than 6 days, a score of 2.5 is given, and if the high price within the last 10 days is higher than the upper Bollinger band and exists within 3 to 5 days, a score of 2 is given, If the high price within the last 10 days is higher than the upper Bollinger band and exists for 2 days, 1.5 points are given. can be given

In an embodiment, the supply and demand score may include the highest transaction value and foreign institutions.

For example, the top trading value is in the top 50 trading value from the 19th to the same day, and if the candle rises 2% from the market price on the day, 5 points are given, and 0.25 points are deducted according to the accumulated number of days. In addition, the top trading value is in the top 51-100 trading value from the 19th to the same day, and when the candle on the day rises 2% from the market price, 2.4 points are given, and 0.12 points are deducted according to the number of accumulated days.

In addition, as for the top trading value, if the trading volume is in the top 50 from the 19th to the same day and the same-day candle rises 2% from the market price, 5 points are given, and 0.25 points are deducted according to the number of accumulated days. Also, for the top trading value, if the trading volume is in the top 51-100 from the 19th to the same day and the candle rises 2% from the market price on the day, 2.4 points are given, and 0.12 points are deducted according to the accumulated number of days.

Supply and demand for foreign institutions - Foreigner-led score (basic condition: foreign net trading volume + , and institutional net trading volume is - ) from the 19th to the same day (foreigner net trading volume + institutional net trading volume) > 0 If the foreign net trading volume is greater than 1/13 of the day's trading volume, 8 points are awarded, and 0.4 points are deducted according to the cumulative number of days.

For foreign institutions, supply and demand - Institution-led score (basic condition: Institutional net trading volume + , and foreign net trading volume is - ) from the 19th to the same day (Institutional net trading volume + Foreign net trading volume) > 0 If the institutional net trading volume is greater than 1/13 of the day's trading volume, 8 points are awarded, and 0.4 points are deducted according to the cumulative number of days. For foreign institutions, supply-demand-foreign institutions Simultaneous lead score (basic condition: In case of institutional net trading volume + and foreigner net trading volume + ) is greater than 0 on the day (net institutional trading volume + foreign net trading volume) > 0 from 19 days before to the same day If this is a beekeeper and either institutional net trading volume or foreign net trading volume is greater than 1/13 of the day's trading volume, 10 points are awarded and 0.5 points are deducted according to the accumulated number of days.

The valuation score may include fair value analysis, popularity, hidden value, and financial comments.

For example, in the fair price analysis, if the upside potential is 100% or more, 30 points are given, if the upside potential is 50%~99%, 20 points are given, if the upside potential is 30%~49%, 10 points are given, and the upside potential 20%~29% 5 points are awarded if the upside potential is 10% to 19%, 3 points are awarded if the conversion to profit and the operating profit-to-sales ratio (operating profit/sales) standard value return are satisfied, and 5 points are awarded if the sales growth rate > 0 and sales If it is in the top 100 growth rate and satisfies the operating profit ratio more than twice the previous year, 5 points are awarded (both sales growth rate and operating profit ratio to sales), and if it satisfies the base value rate of return*3 times or more, 5 points can be awarded.

For example, popularity is in the top 50 views from 10 days ago to the same day, and 2.5 points are given when the candle rises 2% from the market price on that day, and 0.25 points are deducted according to the accumulated number of days. In addition, popularity is within the top 51-100 hits from 10 days ago to the same day, and 1.2 points are awarded when the candle rises 2% from the market price on that day, and 0.12 points are deducted according to the accumulated number of days. In addition, popularity is in the top 50 by the number of recommendations from 10 days before to the same day, and 2.5 points are given when the candle rises 1% from the market price on the day, and 0.25 points are deducted according to the accumulated number of days. In addition, popularity is within the top 51-100 of recommendations from 10 days before to the same day, and 1.2 points are awarded when the candle rises 1% from the market price on the day, and 0.12 points are deducted according to the accumulated number of days.

The hidden value may be input at the discretion of the administrator. Financial comments may be awarded points according to financial information.

The server 100 according to the present invention may receive score information by receiving an API through an external server in order to score each event. In this case, the score information is information for scoring, and may include price, transaction volume, supply and demand by investment subject, financial statements, non-financial information, and the like. For example, the server 100 may collect score information, such as price, transaction volume, supply and demand by each investment entity, from APIs provided by KOSCOM. As another example, the server 100 may collect score information such as financial statements from an API provided by Dart, and may collect score information such as the number of keyword searches from an API provided by Naver Advertisement.

Hereinafter, the server 100 according to the present invention collects score information for scoring each event, scores each event, and provides it to the user in more detail with reference to the flowchart shown in FIG. 12 .

12 is a flowchart illustrating that the server 100 according to the present invention scores each item and provides it to the customer through a user interface.

As shown in FIG. 12 , the server 100 collects score information such as price, transaction volume, and supply/demand by each investment entity from the API provided by Koscom (S700). Thereafter, the server 100 collects score information such as financial statements from the API provided by Dart, and collects the number of keyword searches from the API provided by Naver advertisement (S710).

Thereafter, the server 100 generates index information by processing the price, transaction volume, supply and demand for each investment entity, financial statements, keyword searches, etc. included in the collected score information (S720). Thereafter, the server 100 includes the generated index information in the score information, and stores the score information in the database. At this time, past data for all items is stored in the database. Here, the past data is score information, and may mean data collected during a predetermined period.

Thereafter, the server 100 performs scoring for each event based on the score information stored in the database (S730).

Hereinafter, the server 100 scoring for each event will be described in more detail with reference to FIGS. 13 to 16 .

13 is a flowchart showing that the server 100 according to the present invention assigns a timing score to each event. As shown in FIG. 13, the server 100 loads score information from the database (S800). Thereafter, the server 100 assigns a score according to a predetermined criterion based on the score information in the case of the sequence score, the high proximity, the resistance line breakout, and the volatility among the timing scores (S810) (S820).

For example, in the case of the sequence score, the server 100 assigns a score according to the number of regular sequences. 5, 10, 20, 60, 120, 240, straight alignment scores are given 5 points, of which 5 are aligned, 4 points are awarded. 3 points are given for regular arrangement, and 3 points are given if 4 of these are regular arrangement, 240 or 120 line orthogonal arrangement, 2 points are given if 3 of these are regular arrangement and 60 day line or 20 line arrangement 2 points are awarded for a straight alignment, and 1 point can be awarded for 2 straight alignments and a 20-line or 10-day alignment. Each line is a moving average line, meaning the value obtained by adding up from the closing price of the day to the closing price of N-1 days before and dividing by N. A regular arrangement means that the small moving average value is above the large moving average value. For example, it may mean that the 5-day line is above the 10-day line.

For example, in the case of the high price proximity, the server 100 may give a score according to the ratio of the reference high price to the reference high price and the time of occurrence of the reference high price. If the high price on the same day is within 30% of the 240-day high and the 240-day high is within the last d -30 days, 1.5 points are given. If it is not within, 1.5 points are given, if the same-day high is within 20% of the 60-day high and the 60-day high is within the last d-10 days, 1 point is given, the same-day high is within 7% of the 20-day high and the 20-day high is the latest If not within d- 3 days, 1 point may be awarded. At this time, unlike the sequence score, each score may be duplicated for the high proximity score, and if duplicated, the summation process may be performed.

For example, in the case of breaking through the resistance line, the server 100 may give a score according to whether the same-day high for the reference high is broken and the timing of the occurrence of the reference high. If the high of the day breaks through the 240-day high and the 240-day high is not found within the last d -30 days, 1.5 points are awarded. , 1 point is awarded if the same-day high exceeds the 60-day high and the 60-day high does not occur within the last d-10 days, and 1 point is awarded if the same-day high breaks through the 20-day high and the 20-day high does not occur within the last d- 3 days. In addition, if the resistance line is broken through the Bollinger Band's upward line and is at the beginning of the uptrend (within 2 days after phonological overheating or positive fortune conversion), 1.5 points are awarded, and the long-term resistance moving average is broken through one of the 60-day, 120-day, and 240-day line. In the initial stage (within 2 days after phonological overheating or positive fortune conversion), 1.5 points are awarded, and after 7 days (as of the previous day) from the positively high high, the trend resistance line (the previous day) is broken (on the same day) and an upward trend (positive phonological overheating is expected) Alternatively, within 2 days after the positive shift) and a convergence trend, 1.5 points may be awarded.

For example, in the case of volatility, the server 100 may give a score according to the daily high price for the Bollyzer band. In this case, the Bollinger band may mean a band of price fluctuations formed by setting the upper limit above the moving average line and the lower limit below the moving average line as the center of the trend center line. For volatility, if the high price within the last 10 days is higher than the upper Bollinger band and exists for more than 6 days, a score of 2.5 is given, and if the high price within the last 10 days is higher than the upper Bollinger band and exists within 3 to 5 days, a score of 2 is given, If the high price within the last 10 days is higher than the upper Bollinger band and exists for 2 days, 1.5 points are given. can be given

The server 100 determines whether a precondition is satisfied when giving a wave conversion among timing scores (S810) (S830). Here, the precondition means that the low price of the day is greater than the low price of THE Candle in the power conversion chart, and the condition that the high price of the day is higher than the high price of the THE candle. The power conversion chart refers to a line connecting values derived from a predetermined formula to determine a trend. For example, the value derived by the calculation formula may include Hihi, Lolo, retrace, and gobLine, Hihi means the highest price from 1 day to 9 days ago, and Lolo means the lowest price from 1 day to 9 days ago. retrace is the 61.8% corresponding value between the lowest and highest price, and means a value calculated as retrace = lolo + (hihi - lolo) * 0.618. gobLine means the same-day high price if the same-day high is greater than the retrace, or the same-day low if it is not.

THE candle refers to the candle of the day when the lowest price of the musical range was recorded. Here, the positive range is a region where retrace < gobLine, which means that it is judged as an uptrend, and the negative range is a region where retrace > gobLine, which means that it is judged as a downtrend.

Thereafter, if the precondition is not satisfied, the server 100 assigns 0 points (S835), and when the precondition is satisfied, the server 100 assigns a score according to a predetermined criterion based on the score information (S820).

For example, in the case of volatility, the server 100 may give 2.5 points if the current positive range is in the current positive range and passes within 2 days from the candle, and 1.5 points if the current range is the current range and passes within 2 days from the candle, If you are currently good and 3 to 5 days have elapsed from the candle, you can give 1 point, and if you are currently good and have passed within 2 days from the candle, you can give 0.5 points.

14 is a flowchart showing that the server of the present invention gives popularity among supply and demand scores and valuation scores to each item.

14, the server 100 loads score information from the database (S900). Thereafter, the server 100 loads the values by date from n days to the present, determines according to a predetermined criterion based on the score information, and sums the popularity among the supply and demand score and the valuation score according to the judgment result (S910).

For example, in the case of the highest transaction value among the supply and demand scores, the server 100 loads the values for each date from 19 days to the present, and gives a score according to the transaction value ranking and the rising ratio of the candle on the day with respect to time. The server 100 aggregates the trading value ranking and trading volume ranking of all items on that day, and gives a score if the closing price of the item on the day is 2% or more than the market price. do.

The top trading value is in the top 50 trading value from the 19th to the same day, and 5 points are given when the candle of the day rises 2% from the market price, and 0.25 points are deducted according to the accumulated number of days. In addition, the top trading value is in the top 51-100 trading value from the 19th to the same day, and when the candle rises 2% from the market price on the day, 2.4 points are awarded, and 0.12 points are deducted according to the number of accumulated days. Here, the trading value is the value of the stock multiplied by the trading volume.

In addition, as for the top trading value, if the trading volume is in the top 50 from the 19th to the same day and the same-day candle rises 2% from the market price, 5 points are given, and 0.25 points are deducted according to the number of accumulated days. Also, for the top trading value, if the trading volume is in the top 51-100 from the 19th to the same day and the candle rises 2% from the market price on the day, 2.4 points are given, and 0.12 points are deducted according to the accumulated number of days.

For example, in the case of foreign institutions, the server 100 loads values by date from 19 days to the present, and gives points according to the foreign net purchase amount and the institutional net purchase amount. The server 100 loads the daily trading volume, foreign net buying volume, and institutional net buying volume of all items, and loads the closing price and opening price of each item on the day. The server 100 gives a score if the closing price of the item on the corresponding day is greater than the market price or the sum of the foreign net buying quantity and the institutional net buying quantity is a positive number.

Supply and demand for foreign institutions - Foreigner-led score (basic condition: foreign net trading volume + , and institutional net trading volume is - ) from the 19th to the same day (foreigner net trading volume + institutional net trading volume) > 0 If the foreign net trading volume is greater than 1/13 of the day's trading volume, 8 points are awarded, and 0.4 points are deducted according to the cumulative number of days.

For foreign institutions, supply and demand - Institution-led score (basic condition: Institutional net trading volume + , and foreign net trading volume is - ) from the 19th to the same day (Institutional net trading volume + Foreign net trading volume) > 0 If the institutional net trading volume is greater than 1/13 of the day's trading volume, 8 points are awarded, and 0.4 points are deducted according to the cumulative number of days. For foreign institutions, supply-demand-foreign institutions Simultaneous lead score (basic condition: In case of institutional net trading volume + and foreigner net trading volume + ) is greater than 0 on the day (net institutional trading volume + foreign net trading volume) > 0 from 19 days before to the same day If this is a beekeeper and either institutional net trading volume or foreign net trading volume is greater than 1/13 of the day's trading volume, 10 points are awarded and 0.5 points are deducted according to the accumulated number of days.

For example, in the case of popularity among valuation scores, the server 100 may load values for each date from 10 days ago to the present, and assign a score according to the number of searches of each item. The server 100 aggregates the ranking of the SNS searches on the day of all items, and loads the closing price and the opening price of each item on the day. The server 100 assigns a score according to the increase ratio of the closing price to the market price of the item on the day and the ranking of the number of searches of the item on the day, and repeats for each day. For example, popularity is in the top 50 views from 10 days ago to the same day, and 2.5 points are given when the candle rises 2% from the market price on that day, and 0.25 points are deducted according to the accumulated number of days. In addition, popularity is within the top 51-100 hits from 10 days ago to the same day, and 1.2 points are awarded when the candle rises 2% from the market price on that day, and 0.12 points are deducted according to the accumulated number of days. In addition, popularity is in the top 50 by the number of recommendations from 10 days before to the same day, and 2.5 points are given when the candle rises 1% from the market price on the day, and 0.25 points are deducted according to the accumulated number of days. In addition, popularity is within the top 51-100 of recommendations from 10 days before to the same day, and 1.2 points are awarded when the candle rises 1% from the market price on the day, and 0.12 points are deducted according to the accumulated number of days.

Thereafter, the server 100 gives popularity among the supply and demand score and the valuation score as the summed score (S920)

15 is a flowchart showing that the server 100 of the present invention gives a score for fair value analysis among valuation scores. As shown in FIG. 15, the server 100 loads score information from the database (S1000). For example, the server 100 may load the closing price of the day, the number of stocks, and the financial statements.

Thereafter, the server 100 may estimate the next quarter operating profit according to a predetermined method ( S1010 ). The server 100 estimates the operating profit according to the existence of the estimated operating profit in the financial statements. Estimated operating profit means the estimated value displayed in the operating profit column for the coming quarter in the financial statements. The server 100 calculates the operating profit as follows when the estimated operating profit exists in the financial statements.

Operating profit = (seasonal factor estimate + simple estimate + estimated operating profit) / 3

The server 100 calculates the operating profit as follows when the estimated operating profit does not exist in the financial statements.

Operating profit = (seasonal factor estimate + simple estimate) / 2

Here, the simple estimate means estimating one-year operating profit from quarterly operating profit. For example, if there is only operating profit in the first quarter of this year, the value calculated as operating profit *4 in the first quarter is determined as a simple estimate. In addition, if there is only operating profit in the first and second quarters of this year, the value calculated by (1Q operating profit + 2Q operating profit) * 2 is determined as a simple estimate. In addition, if 1st, 2nd and 3rd quarter operating profit exists, the value calculated by (1Q operating profit + 2nd quarter operating profit + 3rd quarter operating profit) + (1st to 3rd quarter average operating profit) is determined as a simple estimate do.

Seasonal factor estimates mean estimating one-year operating profit from last year's quarterly operating profit. At this time, four conditions exist. The first condition is the case where there is no first quarter of this year, the sum of the first to fourth quarters of last year is estimated as the first quarter of this year, the second condition is the case that only the first quarter of this year exists, and the second, third, and fourth quarters are estimated, and the third condition is a case in which the first and second quarters of this year exist, and estimates are made in the third and fourth quarters, and the fourth condition is the case in which the first, second, and third quarters of this year exist and are estimated in the fourth quarter.

The seasonal factor estimate is calculated using the following proportional equation according to the above conditions.

1st quarter of the previous year: 2nd quarter of the previous year = 1st quarter of this year: x

where x = 2nd quarter of the previous year * 1st quarter of this year / 1st quarter of the previous year

At this time, since the server 100 has only one branch in the case of the first condition, it is possible to calculate the second branch, and obtain the third branch value in series with the obtained second branch value.

Thereafter, the server 100 estimates the target market capitalization according to a predetermined method ( S1020 ). For example, the server 100 may calculate the target market capitalization according to the following equation.

Target market cap (billion) = (return on present value / return on base value) * current market cap / k

Here, the present value return can be calculated as operating profit / market capitalization * 100, and the reference value return can be calculated as short-term government bond yield (%) + consumer price index (%).

Also, k is calculated as 1 when the debt ratio < 150%. K can be calculated as follows when the debt ratio ≥ 150%.

In the case of the present value return standard value return, k is the profit sensitivity,

k = net income * 1.1 / operating profit

can be calculated as

If present value return < base value return,

It can be calculated as k = (excess debt ratio - appropriate debt ratio + 80) / 100. In this case, the appropriate debt ratio is 150%, and the excess debt ratio may mean a current debt ratio that exceeds 150%.

Thereafter, the server 100 calculates the fair value of the item based on the target market capitalization (S1030).

For example, the server 100 may calculate the appropriate price as follows.

Fair price (KRW) = (Target market cap * 1000000 (billion)) / (No. of shares * 1000)

Thereafter, the server 100 compares the fair price with the current price to calculate the upside potential (S1040).

The server 100 may calculate the lift capacity as follows.

Upside potential (%) = (fair price - present price) / present price * 100

, where the current price means the closing price of the day.

Thereafter, the server 100 may give a score for the fair value analysis according to the upside potential and a predetermined criterion ( S1050 ). However, if the final operating profit estimate is negative, the server 100 does not assign a score for the fair value analysis. For example, the server 100 may give 0 points.

For example, the server 100 may give different points according to the upside potential. In the fair price analysis, 30 points are given if the upside potential is 100% or more, 20 points are given if the upside potential is 50%~99%, 10 points are given if the upside potential is 30%~49%, and if the upside potential is 20%~29% 5 points are given, and 3 points can be given if the upside potential is 10% to 19%.

Here, the server 100 may give an additional score for the fair value analysis. Additional points for fair value analysis are 5 points if the conversion to profit and the operating profit-to-sales ratio (operating profit/sales) standard value return are satisfied. 5 points are awarded (both sales growth rate and operating profit to sales ratio), and 5 points can be awarded if the base value rate of return * 3 times or more is satisfied.

In the case of the hidden value among the valuation scores, the server 100 allocates the value directly input by the manager equally to all items. That is, the hidden value is a kind of bias value, which is a value that adjusts the values of stocks.

16 is a flowchart showing that the server of the present invention assigns a pattern score. As shown in FIG. 16 , the server 100 loads score information from the database ( S1100 ). For example, the server 100 may load past price information.

The server 100 determines whether the item is currently rising or falling (S1110)

For example, the server 100 may determine whether the corresponding item is a current positive band or a negative band. The server 100 extracts three points on the chart in the case of the current positive band, the high in the entire range, the low in the entire range, and the current price.

In this case, the ratio (%) = (high price of the day - low price in all tones) / (high price in all ranges - low price in all tones) * 100.

The server 100 extracts three points on the chart, in the case of the current sound range, the low price of the entire pitch range, the high price of the entire range, and the current price.

In this case, the ratio (%) = (low price of the day - high price of all regions) / (high price of all regions - low price of all tones) * 100.

The server 100 identifies the short-term trend of the corresponding item (S1120). For example, when the current is in both bands, the server 100 calculates a low price for all tones, a high for all of the tones, a low for all of the tones, a high for all of the tones, a low for all of the tones, and a current price, and calculates each occurrence time.

The server 100 determines as highMwave when all highs are > all highs > all highs (M means minus) and highPwave when all highs are < all over highs (P means pluse), If the low < low in the entire range, it is determined as lowPwave, and if the low > is low in the entire range, it is determined as lowMwave. Here, the low = means the lower value between the low price of the entire pitch range and the low price of the entire pitch range.

The server 100 determines the short-term trend as shown in the table below.

Mid-term trend High Wave highMwave lowPwave uptrend convergence trend lowMwave expansion trend downtrend

The server 100 identifies a mid- to long-term trend of the corresponding item (S1130). For example, the server 100 finds the mid- to long-term trend of the entire year by finding the position of the current price within the 240-day high and low prices and the fluctuation range. Then, the server 100 calculates whether the 240-day high price occurred a few days ago from the current date. Then, the server 100 calculates whether the 240-day low price occurred a few days ago from the current date. Then, the server 100 calculates the adjustment range as follows if the 240-day low, 240-day high, and current price occurred in this order, and determines the mid- to long-term trend as shown in the table below.

Adjustment range = (240-day high - current price) / (240-day high - 240-day low)

adjustable width Mid- to long-term trend judgment 0~0.33 uptrend maintenance adjustment 0.33-0.5 Period adjustment in progress 0.5~0.8 Price and duration adjustment in progress 0.8~1 Strengthen the downtrend, check whether the previous low is supported

When the 240-day high, 240-day low, and current price occur in this order, the server 100 calculates the rebound as follows, and determines the mid- to long-term trend as shown in the table below. Rebound = (current price - 240-day low) / (240 days) High - 240 days low)

rebound Mid- to long-term trend judgment 0~0.33 A slight rebound in progress 0.33-0.5 Reinforced rebound strength 0.5~0.8 Trending price and period changes 0.8~1 Strengthening the uptrend, checking whether the previous high has been breached

The server 100 calculates numerical values such as rising/falling average fluctuation rates and estimated volatility (S1140). For example, the server 100 calculates the rising and falling rate, the rising average fluctuation rate, the falling average fluctuation rate, and the falling average fluctuation rate according to the following equation.

Average rising and falling rate (%p) = average of rising and falling rates for a specific period

Downtrend rate (%) = (low - previous day's closing price) / previous day's closing price * 100

Average decline rate (%p) = average of decline rates for a specific period

The server 100 calculates the mid-term wave domain period. For example, the server 100 calculates the respective wave lengths at the time of occurrence of the low all-tone range, the high all-tone range, the low price of the entire pitch range, the high price of the entire pitch range, the low price of the whole tone range, and the present occurrence.

The server 100 calculates an average rising and falling rate and an average falling rate as the longest rising wave and falling wave among the calculated wave lengths, respectively. The server 100 calculates the average fluctuation rate even with the current wave to which the current price belongs. The server 100 calculates the average fluctuation rate even with the previous wave.

The server 100 determines the possibility of reversal according to whether the rising/falling overheating state is present (S1150). For example, the server 100 may use the average fluctuation rate of the index ETF item as the average fluctuation rate of the market. In the case of Kospi, the server 100 obtains the average rising/falling rate of No. 6 as the stock code 122630, KODEX leveraged ETF, and uses it as the average rising/falling rate of Kospi. In the case of Kosdaq, the server 100 obtains the average rising/falling rate of No. 6 above with stock code 233740, KODEX KOSDAQ 150 leveraged ETF, and uses it as the average rising/falling rate of Kosdaq.

The server 100 gives a pattern score according to each result.

Referring again to FIG. 12 , the server 100 recommends items that satisfy certain conditions, such as score and type, to the customer through the user interface 200 ( S740 ). Thereafter, when the customer selectively selects among the recommended items through the user interface, the server 100 transmits a trading order to the securities company (S750). Thereafter, the server 100 provides a user interface so that the user can perform trading management such as a stock account inquiry (S760).

The server 100 may recommend a recommended item as a new purchase that proposes to purchase through the user interface 200 . Here, the recommended item means an item that is scored by the server 100 and has a score equal to or greater than a certain level. For the recommended item, a trading strategy may be set by the server 100 .

For example, as shown in FIG. 16 , the server 100 may set a trading strategy of the recommended item selected by the user. The trading strategy is set as 2 installment sales, the upper profit margin monitoring price is 13,1500.5 won in the first installment sale, the upper profit margin monitoring price is 139000 won in the second installment selling, and the lower profit margin monitoring price is 128500 won. . Here, .5 means the present price. In this case, the server 100 may perform the first installment sale when the recommended item selected by the user is 131,500 won, and perform the second installment sale when it reaches 139,000 won. In addition, when the recommended item becomes 128500 won before the recommended item becomes 131,500 won, the server 110 may sell all the relevant items. In addition, the server 110 may perform the first installment sale when the recommended item becomes 131,500 won, and then, when the recommended item becomes 128,500 won, it may perform a total sale on the remaining quantity.

The server 100 may monitor, in real time, a recommended item selected by the user from among the recommended items recommended as a new purchase through the user interface 200 . In an embodiment, the server 100 may provide a new selling proposal to sell the recommended item selected by the user through the user interface 200 .

For example, when a trading strategy is set as shown in FIG. 16 , the server 100 performs the first split selling when the recommended item reaches the first upper profit profit monitoring price, and the second upper profit profit monitoring is performed for the remaining quantity. You can provide a new sale to users before they become available. In addition, the server 110 may provide a new sell to the user before the recommended item reaches the first upper profit margin monitoring price or the lower profit margin monitoring price.

The reason that the server 110 according to the present invention provides a new sell for the recommended item to the user is that the price of the initially recommended recommended item may be changed according to market conditions. Accordingly, the server 110 may perform evaluation by performing scoring on the recommended items in real time, and may provide a new selling item to the user again according to the evaluation result.

Here, it has been described that the server 100 provides a new sale to the user, but the server 100 determines whether the new sale is new, and when the system administrator determines a new sale according to the determination result, the server 100 uses the user interface ( 200), it may be possible to provide new selling to users.

In one embodiment, the server 100 may perform a trading strategy by using an API that provides other companies HTS or MTS. For example, the server 100 may receive an API provided by a securities company, be linked with a stock account existing in the securities company, and perform a trading strategy with the holding amount of the stock account.

The user terminal 50 according to the present invention is a personal computer (PC) or notebook equipped with a wired Internet connection and browsing function, a notebook or portable terminal equipped with a wireless LAN/mobile Internet connection and browsing function, and accessing and browsing a mobile communication network. It may include a PCS (Personal Communication System) equipped with a function, a Global System for Mobile (GSM) terminal, a Personal Digital Assistant (PDA), or a smart phone, a tablet PC, and the like.

Those skilled in the art to which the present invention pertains will understand that the above-described present invention may be embodied in other specific forms without changing the technical spirit or essential characteristics thereof.

Therefore, it should be understood that the embodiments described above are illustrative in all respects and not restrictive. The scope of the present invention is indicated by the following claims rather than the above detailed description, and all changes or modifications derived from the meaning and scope of the claims and their equivalent concepts should be interpreted as being included in the scope of the present invention. do.

50: user terminal 100: server
200: user interface 300: portfolio setting interface
400: cash retention ratio setting interface 500: trading strategy provision interface

Claims (8)

In the stock trading server that provides a user-customized stock trading function,
The stock trading server
a cash maintenance ratio setting interface that receives the user's cash retention ratio compared to the amount held by the user;
a portfolio setting interface for receiving the number of ports in which the user's holding amount is invested;
a trading strategy providing interface for receiving a trading strategy for trading stocks based on the user's holding amount; and
A user-customized stock trading server, characterized in that it provides a strategy status interface that reflects the execution of the trading strategy in real time to the user terminal.
The method of claim 1,
wherein the stock transaction server receives a user's input for the cash retention ratio through the cash retention ratio setting interface, and determines the purchaseable amount of the user's holding amount according to the received cash retention ratio User-customized stock trading server.
The method of claim 1,
The stock trading server receives a user input for the number of ports through the portfolio setting interface, and determines the number of stocks available for purchase according to the received number of ports.
The method of claim 1,
The stock trading server receives a user's input for a trading strategy of a specific item through the trading strategy providing interface, and executes the purchase and sale of the specific item without a separate user operation according to the received trading strategy. A user-customized stock trading server that features.
5. The method of claim 4,
In executing the purchase and sale of the specific item without a separate user operation according to the received trading strategy, the purchase amount and the number of items to be purchased are determined according to the preset available amount for purchase and the number of items available for purchase User-customized stock trading server.
The method of claim 1,
The trading strategy is a user-customized stock trading server, characterized in that it includes at least one of a buying monitoring price, a selling monitoring price, a buying method, the number of divisions, a strategy execution recommendation time, a strategy execution deadline time, and a basic profit margin.
The method of claim 1,
The stock trading server scores each item and provides at least one of a timing score, a supply and demand score, a valuation score, and a pattern score to the user through the trading strategy providing interface.
8. The method of claim 7,
The timing score is determined by the price of the item and a value of a plurality of indexes extracted based on the price, the supply and demand score is determined based on the trading volume and transaction amount for each investment subject of the item, and the valuation is the financial of the item It is determined based on statement information and non-financial information, and the pattern score is a user-customized stock trading server, characterized in that it is determined based on a trend patterned by the price of the item and changes in the plurality of indices.

Images