KR20230064728A - System and method for providing stock information service - Google Patents

Abstract

The present invention relates to a system and method for providing a securities information advisory service, and provides a platform that provides reference information for selling/purchasing securities to a large number of ordinary people by extracting commonalities of information on buying/selling items of multiple experts. .

Description

System and method for providing securities information advisory service using expert's actual transaction information {SYSTEM AND METHOD FOR PROVIDING STOCK INFORMATION SERVICE}

The present invention relates to a system and method for providing a securities information advisory service, and provides a platform that provides reference information for selling/purchasing securities to a large number of ordinary people by extracting commonalities of information on buying/selling items of multiple experts. .

Recently, as the low interest rate environment continues in the financial market, consumer interest in various investment products continues to increase. From the perspective of financial consumer protection, the investment advisory service can solve the problem of information asymmetry between financial product sellers and financial consumers, overcome the limitations of financial education for financial consumers, and can occur in the process of sales and follow-up management of financial products. It is attracting attention as a service that can lower the possibility of incomplete sales targeting financial consumers with a high level of knowledge.

However, since the reliability of the advisory information of a small number of experts cannot be guaranteed, the general public only refers to the contents of the consultation of a small number of experts, and its utilization in actual transactions is reduced.

The present invention can provide a method for providing a securities information advisory service in which information on buying and selling items actually traded by a plurality of experts selected by a user is collected, a common denominator is extracted, and the information is provided to the user. However, the technical problem to be achieved by the present embodiment is not limited to the technical problem as described above, and there are other technical problems.

As a technical means for achieving the above-described technical problem, an embodiment of the present invention, when a plurality of experts selected by a user select a specific security and then generate a buying event and / or a selling event, collects these information to obtain a common It includes an advisory service providing server that extracts the items of the extracted items and provides the information of the extracted common items to the user.

According to the present invention, since a user is recommended an expert or is provided with information on a common part of buying and selling items actually traded by a plurality of experts selected by the user, more reliable information can be obtained.

1 is a diagram for explaining a securities information advisory service providing system according to an embodiment of the present invention.
FIG. 2 is a block diagram illustrating an advisory service providing server included in the system of FIG. 1 .
3 is an operation flow chart illustrating a method for providing a securities information advisory service according to an embodiment of the present invention.

Hereinafter, the configuration of a system and method for providing a securities information advisory service according to an embodiment of the present invention will be described in detail with reference to the accompanying drawings.

1 is a diagram for explaining a securities information advisory service providing system according to an embodiment of the present invention. Referring to FIG. 1 , a securities information advisory service providing system 1 may include at least one user terminal 100 , an advisory service providing server 300 , and at least one expert terminal 400 . However, since the securities information advisory service providing system 1 of FIG. 1 is only an embodiment of the present invention, the present invention is not limited to interpretation through FIG. 1 .

At this time, each component of FIG. 1 is generally connected through a network (network, 200). For example, as shown in FIG. 1 , at least one user terminal 100 may be connected to an advisory service providing server 300 through a network 200 . In addition, the consulting service providing server 300 may be connected to at least one user terminal 100 and at least one expert terminal 400 through the network 200 . In addition, at least one expert terminal 400 may be connected to the advisory service providing server 300 through the network 200 .

At least one user terminal 100 receives stock information using a stock information advisory service related web page, app page, program or application.

Here, the user terminal 100 may be a computer capable of accessing a remote server or terminal through a network, or a smart phone ensuring portability and mobility.

The advisory service providing server 300 may be a server that provides a stock information advisory service web page, an app page, a program, or an application. Further, the advisory service providing server 300 registers at least one expert terminal 400 to build an expert pool, and when a plurality of experts are selected from the user terminal 100, the number of selected experts is purchased. It stores event or selling event information and extracts overlapping common items of multiple experts' buying events or selling events.

For example, if items commonly purchased by 6 or more experts in a buying event of 10 experts are electron A and electron C, the server 300 stores this information and then provides this information to the user.

In addition, in the buying event of 10 experts, if the items commonly sold by 6 or more experts are D construction and E-auto, the server 300 stores this information and then provides this information to the user.

Many experts become securities-related traders or investment experts.

FIG. 2 is a block diagram illustrating an advisory service providing server included in the system of FIG. 1 .

Referring to FIG. 2 , the advisory service providing server 300 may include a transaction information storage unit 310, a common item extraction unit 320, a transmission unit 330, and a control unit 340.

The advisory service providing server 300 according to an embodiment of the present invention or another server (not shown) operating in conjunction with at least one user terminal 100 and at least one expert terminal 400 provides a securities information advisory service application , When transmitting a program, app page, web page, etc., at least one user terminal 100 and at least one expert terminal 400 install a stock information advisory service application, program, app page, web page, etc. can be opened

Referring to FIG. 2 , the transaction information storage unit 310 stores information on securities items purchased/sold when a buy/sell event occurs after a predetermined security is selected in the expert terminal 400 .

When the user terminal 100 designates and stores experts selected by the user among a plurality of experts, the control unit 340 of the server 300 matches and stores the experts selected by the user with the corresponding user.

Subsequently, when a buying/selling event occurs by selecting a security from the expert terminal 400 of the experts selected by the user, the control unit 340 of the server 300 selects a security item among securities items bought/sold by a plurality of selected experts. A number of experts commonly purchase/sell stock items are extracted and provided to the user through the user terminal.

The transmission unit 330 serves to transmit data to the user terminal 100 of stock items that are commonly bought/sold by a plurality of experts.

In addition, in an embodiment of the present invention, a method of predicting the reliability of a corresponding expert can be further used by modeling a stock price prediction algorithm and comparing and analyzing the sameness or difference with the stock price prediction algorithm when an expert's buying event occurs. there is.

If an expert has made a purchase at this point in time, the only way to check this is to see if the price of the security for which the purchase is made rises or falls at some point in the future. In addition, there are technical analysis and fundamental analysis in the stock market. Technical analysis is a so-called chart analysis that makes judgments by looking at graphs, while fundamental analysis makes judgments based on financial statements or marketability. Most experts will consider both of these analyzes to generate a buy event, but if there is no data to judge the initial expert and the expert's credibility has not been built up, it can be uncertain whether the expert's buy event is correct. there is.

Accordingly, after modeling the stock price prediction algorithm and completing it through learning and testing using the accumulated data set, when an expert generates a buying event, a reliability score is provided as a comparison result of the stock price prediction algorithm to improve user decision-making. It can also be induced faster.

At this time, stock price prediction and the evaluation of the influence of variables used therein are treated as important in many studies. Accordingly, various machine learning methods have been used evenly from the past to the present, and as variables, management performance, financial statements, and macroeconomic variables of each company have been used. Economic factors affecting the stock market can be emphasized, the relationship between macroeconomic variables and stock prices can be established using cointegration vectors, and based on these correlations, stock prices can be predicted through a vector error correction model. Alternatively, stock prices can be predicted by quantile regression analysis using macroeconomic variables that can affect the Korean stock market, and economic indicators that have the greatest impact on stock prices can be analyzed.

Furthermore, deep learning can be used. Basically, an effective inductive bias can be assumed for Sequence to Sequence data, and through this, excellent results can be obtained in Time Series Classification and Stock Market Prediction.

After receiving the expert registration from at least one expert terminal 400, the advisory service providing server 300 may verify the identity or register investment advisory result data, and the advisory service providing server 300 may verify or You can build a pool of experts without verification.

At this time, when an expert is selected from the user terminal 100, the advisory service providing server 300 matches and stores [expert-user].

Referring to FIG. 3 , when a user selects a specific expert from among a plurality of experts, the advisory service providing server matches and stores the user and the selected expert (S100), and when buying or selling specific securities in an expert terminal It stores the securities items bought and sold (S200), extracts common securities items bought or sold by a number of experts (S300), and provides the user with information on securities items commonly bought or sold by a number of experts. (S400).

As a result, users can be provided with securities information commonly purchased and sold by a number of experts. The important point here is that information on securities items actually bought and sold, rather than information predicted by experts with expertise, is provided. Therefore, the user can obtain more reliable information.

The above-described method for providing an advisory service on securities information according to an embodiment of the present invention may be executed by an application basically installed in a terminal (this may include a program included in a platform or operating system, etc. , It may be executed by an application (that is, a program) that the user directly installs in the master terminal through an application providing server such as an application store server, an application or a web server related to the corresponding service.

The above description of the present invention is for illustrative purposes, and those skilled in the art can understand that it can be easily modified into other specific forms without changing the technical spirit or essential features of the present invention. will be.

Therefore, the embodiments described above should be understood as illustrative in all respects and not limiting.

The scope of the present invention is indicated by the following claims rather than the detailed description above, and all changes or modifications derived from the meaning and scope of the claims and equivalent concepts should be construed as being included in the scope of the present invention. do.

Advisory service providing server (300)
Transaction information storage unit (310)
Common item extraction unit (320)
Transmission unit 330
control unit 340

Claims (1)

matching and storing the user and the selected experts when the user selects specific experts from among a plurality of experts;
Storing the purchased and sold securities items when specific securities are purchased or sold in the expert terminal;
extracting common securities items bought or sold by a number of experts; and
A method for providing a securities information advisory service comprising a step of providing a corresponding user with information on securities issues commonly bought or sold by a number of experts.

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