TW201837820A - Automatic financial transaction management system and control method thereof having a processing unit to receive an automatic transaction setting of a registered user, and transmit an adding or enabling message of host to a cloud platform system to request the cloud platform system to add or enable a virtual host - Google Patents

Automatic financial transaction management system and control method thereof having a processing unit to receive an automatic transaction setting of a registered user, and transmit an adding or enabling message of host to a cloud platform system to request the cloud platform system to add or enable a virtual host Download PDF

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TW201837820A
TW201837820A TW106112314A TW106112314A TW201837820A TW 201837820 A TW201837820 A TW 201837820A TW 106112314 A TW106112314 A TW 106112314A TW 106112314 A TW106112314 A TW 106112314A TW 201837820 A TW201837820 A TW 201837820A
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transaction
financial
automatic
management system
message
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TWI661379B (en
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莊尚威
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天鏡科技股份有限公司
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Abstract

The present invention discloses am automatic financial transaction management system, which comprises: a storage unit, a network unit, and a processing unit. At least one processing unit is configured to provide an online service for the user to register and use. At least one processing unit receives an automatic transaction setting of a registered user, and accordingly transmits an adding or enabling message of host to a cloud platform system to request the cloud platform system to add or enable a virtual host corresponding to the registered user. At least one processing unit further provides the automatic transaction setting and a transaction terminal program module to the virtual host. At least one processing unit further sends at least one transaction indication message to the virtual host to pass the transaction terminal program module, which is then connected to a financial transaction center system for proceeding online financial transactions.

Description

金融自動交易管理系統及其控制方法Financial automatic transaction management system and control method thereof

本發明係關於一種金融交易系統,更特別的是關於一種金融自動交易管理系統及其控制方法。The present invention relates to a financial transaction system, and more particularly to a financial automatic transaction management system and a control method thereof.

在金融科技的時代,電子化及線上金融交易方式已愈來愈普遍。金融專業人員或理財顧問而言,都利用電腦或智慧型裝置上執行的金融管理或資料處理程式通過網路來進行金融資訊來收集、分析、管理及交易等處理,令使用者能迅速獲得資訊、預測變化趨勢而據以決定交易行為。此等交易方式係建立在電腦及網路技術之輔助上而進行,然而其本質上仍然是由使用者來判斷或加以決定交易與否。In the era of financial technology, electronic and online financial transactions have become more common. For financial professionals or financial advisors, financial management or data processing programs executed on computers or smart devices are used to collect, analyze, manage and trade financial information through the Internet, so that users can quickly obtain information. Forecasting the trend of change and determining the trading behavior. These transaction methods are based on the assistance of computer and network technology, but in essence it is up to the user to judge or decide whether to trade or not.

目前的金融交易技術已進一步發展出自動化程式交易的技術,由程式自動分析判斷以進行線上金融交易,如美國MultiCharts公司所提供自動交易平台服務系統。但該等技術門檻較高,使用者必須首先安裝相關程式於家中個人電腦上,並具有相關的程式語言(PowerLanguage)設計之能力才能將使用者欲進行的自動交易策略編寫成電腦程式原始碼;原始碼必須經過編譯(compilation)才能產生可執行碼,藉著執行執行碼,自動交易才能實現。The current financial trading technology has further developed the technology of automated program trading, which is automatically analyzed and judged by the program for online financial transactions, such as the automated trading platform service system provided by MultiCharts. However, the thresholds of these technologies are relatively high. Users must first install the relevant programs on their personal computers and have the relevant programming language (PowerLanguage) design ability to write the automatic trading strategies that the user wants to be into the computer program source code; The source code must be compiled to generate executable code, which can be implemented by executing the execution code.

上述自動化程式交技術,除了上述技術門檻令人卻步以外,尚有其他技術及資訊安全問題需要處理,如執行自動交易程式的個人電腦必須確保電源正常、網路通訊暢順無礙,亦必須處理防治網路病毒或駭客入侵或攻擊的問題。另外,若於程式設計時有誤,縱使程式語法正確,仍然可能產生錯誤的交易行為。In addition to the above-mentioned technical barriers, there are other technical and information security issues that need to be addressed. For example, personal computers that implement automated trading programs must ensure that power is normal and network communication is smooth and must be handled. The problem of preventing network viruses or hacking intrusions or attacks. In addition, if the programming is wrong, even if the program syntax is correct, it may still produce wrong trading behavior.

由此可知,習知自動化程式交易的技術由於僅著眼於傳統程式設計及開發程式的技術問題,未能提供使用者易於駕馭及管理自動化程式交易技術的需求,故仍有待改進。It can be seen that the technology of the conventional automated program transaction still needs to be improved because it only focuses on the technical problems of the traditional programming and development programs, and fails to provide users with the need to easily control and manage the automated program transaction technology.

本發明之一目的在於提供一種金融自動交易管理系統,其可協助使用者進行程式交易之虛擬主機的設定,並協助整合雲端平台系統、金融代理系統、金融交易中心系統所提供的服務,從而達成提供使用者易於駕馭及管理自動化程式交易技術的服務。An object of the present invention is to provide a financial automatic transaction management system, which can assist a user in setting up a virtual host for program transactions, and assists in integrating services provided by the cloud platform system, the financial agent system, and the financial transaction center system, thereby achieving Provides services that are easy for users to navigate and manage automated program trading techniques.

為達至少上述目的,本發明提出一種金融自動交易管理系統,該管理系統包括:一儲存單元、一網路單元、至少一處理單元。該網路單元,用以進行網路通信。該至少一處理單元,耦接於該網路單元及該儲存單元,用以提供線上服務給使用者註冊及使用。該至少一處理單元接收一註冊使用者之自動交易設定資訊,並據以傳送主機新增或啟用訊息至一雲端平台系統以請求該雲端平台系統新增或啟用與該註冊使用者對應之虛擬主機,其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊。其中該至少一處理單元更將該自動交易設定資訊及一交易終端程式模組提供給該虛擬主機於進行線上金融交易時使用;該至少一處理單元更發出至少一交易指示訊息至該虛擬主機,以通過該交易終端程式模組而與一金融交易中心系統連線以進行線上金融交易。In order to achieve at least the above object, the present invention provides a financial automatic transaction management system, which includes: a storage unit, a network unit, and at least one processing unit. The network unit is used for network communication. The at least one processing unit is coupled to the network unit and the storage unit for providing online services for registration and use by a user. The at least one processing unit receives an automatic transaction setting information of a registered user, and transmits a host to add or enable a message to a cloud platform system to request the cloud platform system to add or enable a virtual host corresponding to the registered user. The automatic transaction setting information includes: transaction login information, electronic voucher, and voucher verification information. The at least one processing unit further provides the automatic transaction setting information and a transaction terminal program module to the virtual host for use in conducting an online financial transaction; the at least one processing unit further sends at least one transaction indication message to the virtual host. To connect to a financial transaction center system for online financial transactions through the transaction terminal program module.

於一實施例中,該至少一處理單元更接收該註冊使用者之一交易策略選擇訊息,並依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生該至少一交易指示訊息。In an embodiment, the at least one processing unit further receives a transaction policy selection message of the registered user, and generates the at least one transaction indication message according to the transaction policy selection message and the transaction information generated by the financial transaction center system. .

於一實施例中,該至少一處理單元通過使用者介面提供複數個交易策略選項供該註冊使用者選擇以進行自動金融交易使用,該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。In one embodiment, the at least one processing unit provides a plurality of transaction policy options through the user interface for the registered user to select for automatic financial transaction use, the transaction policy selection message including at least one of the transaction policy options. The code of the person.

於一實施例中,該至少一處理單元更接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。In an embodiment, the at least one processing unit further receives a financial agent selection message of the registered user, wherein the at least one transaction indication message is used to indicate that the transaction terminal program module specifies one of the financial agent selection messages. The financial agent system is connected to the financial transaction center system for online financial transactions.

為達至少上述目的,本發明又提出一種金融自動交易管理系統的控制方法,該方法包括以下步驟:提供線上服務給使用者註冊及使用;接收一註冊使用者之自動交易設定資訊,其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊;依據該自動交易設定資訊傳送主機新增或啟用訊息至一雲端平台系統以請求該雲端平台系統新增或啟用與該註冊使用者對應之虛擬主機;將該自動交易設定資訊及一交易終端程式模組提供給該虛擬主機於進行線上金融交易時使用;及發出至少一交易指示訊息至該虛擬主機,以通過該交易終端程式模組而與一金融交易中心系統連線以進行線上金融交易。In order to achieve at least the above object, the present invention further provides a method for controlling a financial automatic transaction management system, the method comprising the steps of: providing an online service for registration and use by a user; and receiving an automatic transaction setting information of a registered user, wherein the automatic The transaction setting information includes: transaction login information, electronic voucher, voucher verification information; according to the automatic transaction setting information transmission host adds or enables a message to a cloud platform system to request the cloud platform system to add or enable corresponding to the registered user a virtual host; the automatic transaction setting information and a transaction terminal program module are provided to the virtual host for use in conducting an online financial transaction; and at least one transaction indication message is sent to the virtual host to pass the transaction terminal program module It is connected to a financial transaction center system for online financial transactions.

於一實施例中,該控制方法更包括:接收該註冊使用者之一交易策略選擇訊息;其中該至少一交易指示訊息係依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生。In an embodiment, the controlling method further includes: receiving a transaction policy selection message of the registered user; wherein the at least one transaction indication message is based on the transaction policy selection message and the transaction information generated by the financial transaction center system. produce.

於一實施例中,該控制方法更包括:通過使用者介面提供複數個交易策略選項供註冊使用者選擇以進行自動金融交易使用;其中該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。In an embodiment, the controlling method further includes: providing, by the user interface, a plurality of transaction policy options for the registered user to select for automatic financial transaction use; wherein the transaction policy selection message includes at least one of the transaction policy options The encoding of one.

於一實施例中,該控制方法更包括:接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。In an embodiment, the controlling method further comprises: receiving a financial agent selection message of the registered user, wherein the at least one transaction indication message is used to indicate that the transaction terminal program module specifies one of the financial agent selection messages. The financial agent system is connected to the financial transaction center system for online financial transactions.

於一實施例中,該控制方法更包括:通過使用者介面提供複數個金融代理選項供註冊使用選擇;其中該金融代理選擇訊息包括代表該等金融代理選項中之至少一者的編碼。In an embodiment, the controlling method further comprises: providing, by the user interface, a plurality of financial agent options for registering the use selection; wherein the financial agent selection message includes a code representing at least one of the financial agent options.

於一些實施例中,該至少一交易指示訊息指示該交易終端程式模組所進行之線上金融交易為:股票商品、指數商品、期貨商品、選擇權商品、基金商品、電子虛擬商品中之一種商品之線上交易。In some embodiments, the at least one transaction indication message indicates that the online financial transaction performed by the transaction terminal program module is: one of a stock commodity, an index commodity, a futures commodity, an option commodity, a fund commodity, and an electronic virtual commodity. Online trading.

藉上述實施例之金融自動交易管理系統,其可協助使用者進行程式交易之虛擬主機的設定,並協助整合雲端平台系統、金融代理系統、金融交易中心系統所提供的服務,從而達成提供使用者易於駕馭及管理自動化程式交易技術的服務,從而整合雲端平台系統、金融代理系統、金融交易中心系統的運算資源、通訊資源得到更充分有效的應用。The financial automatic transaction management system of the above embodiment can assist the user in setting the virtual host of the program transaction, and assists in integrating the services provided by the cloud platform system, the financial agent system, and the financial transaction center system, thereby providing the user. It is easy to control and manage the services of automated program trading technology, so as to integrate the computing resources and communication resources of the cloud platform system, financial agent system and financial transaction center system to be more fully and effectively applied.

為充分瞭解本發明之目的、特徵及功效,茲藉由下述多個具體之實施例,並配合所附之圖式,對本發明做詳細說明,說明如後:In order to fully understand the objects, features and advantages of the present invention, the present invention will be described in detail by the accompanying drawings.

圖1係為依據本發明一實施例的金融自動交易管理系統200應用於網路環境上的示意方塊圖。如圖1所示,金融自動交易管理系統200包括:儲存單元210、網路單元220、至少一處理單元230。網路單元220,用以進行網路通信。該至少一處理單元230,耦接於該網路單元220及該儲存單元210,用以提供線上服務給使用者註冊及使用,例如使用者可應用使用者裝置100利用有線或無線方式與金融自動交易管理系統200通信以進行註冊、登入、或選擇等操作,使用者裝置100譬如是手機、平板電腦、或個人電腦等。該至少一處理單元230接收一註冊使用者之自動交易設定資訊,並據以傳送主機新增或啟用訊息至一雲端平台系統300以請求該雲端平台系統300新增或啟用與該註冊使用者對應之虛擬主機(如圖1中所示意的310),其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊。該至少一處理單元230更將該自動交易設定資訊及一交易終端程式模組M1提供給該虛擬主機310於進行線上金融交易時使用;該至少一處理單元230更發出至少一交易指示訊息至該虛擬主機310,以通過該交易終端程式模組M1而與一金融交易中心系統連線以進行線上金融交易。1 is a schematic block diagram of a financial automated transaction management system 200 applied to a network environment in accordance with an embodiment of the present invention. As shown in FIG. 1 , the financial automated transaction management system 200 includes a storage unit 210 , a network unit 220 , and at least one processing unit 230 . The network unit 220 is configured to perform network communication. The at least one processing unit 230 is coupled to the network unit 220 and the storage unit 210 for providing online services for registration and use by the user. For example, the user can apply the user device 100 to use the wired or wireless method and the financial automatic. The transaction management system 200 communicates for registration, login, or selection operations, such as a cell phone, tablet, or personal computer. The at least one processing unit 230 receives the automatic transaction setting information of a registered user, and transmits a host new or enabled message to the cloud platform system 300 to request the cloud platform system 300 to add or enable the corresponding registered user. The virtual host (as illustrated in FIG. 1), wherein the automatic transaction setting information includes: transaction login information, electronic voucher, and voucher verification information. The at least one processing unit 230 further provides the automatic transaction setting information and a transaction terminal program module M1 to the virtual host 310 for use in performing an online financial transaction; the at least one processing unit 230 further issues at least one transaction indication message to the The virtual host 310 is connected to a financial transaction center system through the transaction terminal program module M1 for online financial transactions.

舉例而言,該至少一交易指示訊息指示該交易終端程式模組M1所進行之線上金融交易為:股票商品、指數商品、期貨商品、選擇權商品、基金商品、電子虛擬商品中之一種商品之線上交易。For example, the at least one transaction indication message indicates that the online financial transaction performed by the transaction terminal program module M1 is: one of a stock commodity, an index commodity, a futures commodity, an option commodity, a fund commodity, and an electronic virtual commodity. Online trading.

金融自動交易管理系統200係可實現為一雲端服務系統。舉例而言,金融自動交易管理系統200可以包含至少一台或複數台電子運算裝置(如電腦、伺服器之主機);故圖1中以儲存單元210、網路單元220、至少一處理單元230所示意之金融自動交易管理系統200可進一步被實現為一台或複數台電腦主機,從而執行前述之該至少一處理單元230所進行的處理或運作。而雲端平台系統300則可為任一種能夠提供雲端主機代管服務(cloud hosting service) 的平台,如Google、Amazon、IBM、或中華電信所提供者;但本發明之實現並不受此例子限制。The financial automated transaction management system 200 can be implemented as a cloud service system. For example, the financial automated transaction management system 200 can include at least one or a plurality of electronic computing devices (such as a computer, a host of a server); thus, in FIG. 1, the storage unit 210, the network unit 220, and at least one processing unit 230 The illustrated financial automated transaction management system 200 can be further implemented as one or more computer hosts to perform the processing or operations performed by the at least one processing unit 230 described above. The cloud platform system 300 can be any platform that can provide a cloud hosting service, such as Google, Amazon, IBM, or Chunghwa Telecom; however, the implementation of the present invention is not limited by this example. .

在一實施例中,金融自動交易管理系統200通過使用者介面提供複數個交易策略選項供該註冊使用者選擇以進行自動金融交易使用,該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。舉例而言,金融自動交易管理系統200可採用點數制度或實際金額來進行租用交易策略之事宜,或與第三方支付服務或金融機構服務系統連接以進行金額付費等事宜;然而,本發明並不受此限制。於一實施例中,金融自動交易管理系統200更接收該註冊使用者之一交易策略選擇訊息,並依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生該至少一交易指示訊息。In one embodiment, the automated financial transaction management system 200 provides a plurality of trading strategy options through the user interface for the registered user to select for automated financial transaction use, the trading strategy selection message including at least one of the trading strategy options. The encoding of one. For example, the financial automated transaction management system 200 may employ a point system or an actual amount to conduct a lease transaction strategy, or connect with a third party payment service or a financial institution service system for payment of a fee; however, the present invention Not subject to this restriction. In an embodiment, the financial automated transaction management system 200 further receives a transaction policy selection message of the registered user, and generates the at least one transaction indication according to the transaction policy selection message and the transaction information generated by the financial transaction center system. message.

於一實施例中,金融自動交易管理系統200更接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組M1通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。舉例而言,金融自動交易管理系統200可提供複數個金融代理商如證券商讓使用者選擇;然而,本發明之實現方式並不受此限制,金融自動交易管理系統200亦可實現為僅使用某一金融代理商之金融代理系統。In an embodiment, the financial automated transaction management system 200 further receives a financial agent selection message of the registered user, the at least one transaction indication message is used to indicate that the transaction terminal program module M1 is specified by the financial agent selection message. One of the financial agent systems is connected to the financial transaction center system for online financial transactions. For example, the financial automated transaction management system 200 can provide a plurality of financial agents, such as securities firms, for the user to select; however, the implementation of the present invention is not limited thereto, and the financial automated transaction management system 200 can also be implemented to use only A financial agency system for a financial agent.

此外,舉例而言,儲存單元210可用以儲存使用者資料鄉、自動交易設定資訊及交易策略選擇等資料中之至少一種,而相關於交易終端程式模組M1可儲存於儲存單元210或其他線上的儲存空間如雲端平台系統300所提供的雲端儲存空間;然而,本發明並不受此限制。In addition, for example, the storage unit 210 can be used to store at least one of user data, automatic transaction setting information, and transaction policy selection, and the related transaction terminal program module M1 can be stored in the storage unit 210 or other online. The storage space is the cloud storage space provided by the cloud platform system 300; however, the present invention is not limited thereto.

圖2係為金融自動交易管理系統200應用於網路環境上的一實施例的方塊圖。如圖2所示,金融自動交易管理系統200,其可協助使用者進行程式交易之虛擬主機的設定,並協助整合雲端平台系統300、金融代理系統400、金融交易中心系統500所提供的服務,如經由金融代理系統400進行線上金融交易,如股票期指數期貨的交易,令使用者易於駕馭及管理自動化程式交易技術。如此,使雲端平台系統300、金融代理系統400、金融交易中心系統500的運算資源、通訊資源得到更充分有效的應用。並可避免各種技術問題的產生,如安裝複習的程式、執行自動交易程式的個人電腦必須確保電源正常、網路通訊暢順無礙,亦必須處理防治網路病毒或駭客入侵或攻擊的問題。另外,在一實施例中,金融自動交易管理系統200上所提供的自動交易的程式皆可進行回測、模擬或監測等處理,故可大大降低或避免該自動交易的程式產生錯誤的交易行為而令使用者損失的風險。2 is a block diagram of an embodiment of a financial automated transaction management system 200 for use in a network environment. As shown in FIG. 2, the financial automated transaction management system 200 can assist the user in setting up the virtual host for the program transaction, and assists in integrating the services provided by the cloud platform system 300, the financial agent system 400, and the financial transaction center system 500. For example, online financial transactions, such as stock index futures trading, through the financial agency system 400, make it easy for users to navigate and manage automated program trading techniques. In this way, the computing resources and communication resources of the cloud platform system 300, the financial agent system 400, and the financial transaction center system 500 are more fully and effectively applied. And can avoid various technical problems, such as installing the review program, the personal computer that executes the automatic transaction program must ensure the power is normal, the network communication is smooth, and must also deal with the problem of preventing network viruses or hacking attacks or attacks. . In addition, in an embodiment, the automatic transaction program provided on the financial automatic transaction management system 200 can perform backtesting, simulation, or monitoring, so that the automatic transaction program can greatly reduce or avoid the wrong transaction behavior. And the risk of loss to the user.

圖3係為依據本發明另一實施例的金融自動交易管理系統200的控制方法的示意流程圖。如圖3所示,該方法包括如下步驟。FIG. 3 is a schematic flow chart of a control method of the financial automatic transaction management system 200 according to another embodiment of the present invention. As shown in FIG. 3, the method includes the following steps.

如步驟S110所示,提供線上服務給使用者註冊及使用。As shown in step S110, an online service is provided for registration and use by the user.

如步驟S120所示,接收一註冊使用者之自動交易設定資訊,其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊。舉例而言,交易登入資訊包含:交易登入帳號及密碼;電子憑證為該註冊使用者之個人身份憑證;憑證驗證資訊包含:用以驗證該電子憑證之密碼或金鑰;然而,本發明之實現並不受此等例子限制。此外,自動交易設定資訊可以通過金融自動交易管理系統200之使用者介面所接收,或是由儲存單元如資料庫或記憶體中所讀取。As shown in step S120, an automatic transaction setting information of a registered user is received, wherein the automatic transaction setting information includes: transaction login information, electronic voucher, and voucher verification information. For example, the transaction login information includes: a transaction login account and a password; the electronic voucher is a personal identification voucher of the registered user; the voucher verification information includes: a password or a key used to verify the electronic voucher; however, the implementation of the present invention Not limited by these examples. In addition, the automatic transaction setting information can be received through the user interface of the financial automated transaction management system 200, or can be read by a storage unit such as a database or a memory.

如步驟S130所示,依據該自動交易設定資訊傳送主機新增或啟用訊息至一雲端平台系統以請求該雲端平台系統新增或啟用與該註冊使用者對應之虛擬主機。As shown in step S130, the information transfer host adds or enables the message to the cloud platform system according to the automatic transaction requesting to request the cloud platform system to add or enable the virtual host corresponding to the registered user.

如步驟S140所示,將該自動交易設定資訊及一交易終端程式模組提供給該虛擬主機於進行線上金融交易時使用。As shown in step S140, the automatic transaction setting information and a transaction terminal program module are provided to the virtual host for use in conducting an online financial transaction.

如步驟S150所示,發出至少一交易指示訊息至該虛擬主機之交易終端程式模組,以通過該交易終端程式模組而與一金融交易中心系統連線以進行線上金融交易。藉上述之步驟,金融自動交易管理系統200能夠提供線上服務,讓使用者能夠簡易地掌握程式交易。As shown in step S150, at least one transaction indication message is sent to the transaction terminal program module of the virtual host to connect with a financial transaction center system through the transaction terminal program module for online financial transactions. By the above steps, the financial automated transaction management system 200 can provide an online service, allowing the user to easily grasp the program transaction.

於一實施例中,該控制方法更包括:接收該註冊使用者之一交易策略選擇訊息;其中該至少一交易指示訊息係依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生。In an embodiment, the controlling method further includes: receiving a transaction policy selection message of the registered user; wherein the at least one transaction indication message is based on the transaction policy selection message and the transaction information generated by the financial transaction center system. produce.

於一實施例中,該控制方法更包括:通過使用者介面提供複數個交易策略選項供註冊使用者選擇以進行自動金融交易使用;其中該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。In an embodiment, the controlling method further includes: providing, by the user interface, a plurality of transaction policy options for the registered user to select for automatic financial transaction use; wherein the transaction policy selection message includes at least one of the transaction policy options The encoding of one.

於一實施例中,該控制方法更包括:接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。In an embodiment, the controlling method further comprises: receiving a financial agent selection message of the registered user, wherein the at least one transaction indication message is used to indicate that the transaction terminal program module specifies one of the financial agent selection messages. The financial agent system is connected to the financial transaction center system for online financial transactions.

於一實施例中,該控制方法更包括:通過使用者介面提供複數個金融代理選項供註冊使用選擇;其中該金融代理選擇訊息包括代表該等金融代理選項中之至少一者的編碼。In an embodiment, the controlling method further comprises: providing, by the user interface, a plurality of financial agent options for registering the use selection; wherein the financial agent selection message includes a code representing at least one of the financial agent options.

於一些實施例中,該至少一交易指示訊息指示該交易終端程式模組所進行之線上金融交易為:股票商品、指數商品、期貨商品、選擇權商品、基金商品、電子虛擬商品中之一種商品之線上交易。然而,本發明並不受此等例子的限制。In some embodiments, the at least one transaction indication message indicates that the online financial transaction performed by the transaction terminal program module is: one of a stock commodity, an index commodity, a futures commodity, an option commodity, a fund commodity, and an electronic virtual commodity. Online trading. However, the invention is not limited by these examples.

圖4係為依據本發明一實施例的金融自動交易管理系統應用於網路環境上的示意方塊圖。如圖4所示,金融自動交易管理系統200A包括:介面服務模組M10、主機代管中控模組M20、自動交易中控模組M30。介面服務模組M10可用於實現前述圖3中的步驟S110、S120;主機代管中控模組M20可用於實現前述圖3中的步驟S130、S140;自動交易中控模組M30可用於實現前述圖3中的步驟S150。介面服務模組M10、主機代管中控模組M20、自動交易中控模組M30可分別實作成複數個程式模組來實現如圖1所示的金融自動交易管理系統200的一種程式管理系統。當至少一電子運算裝置(如配置成伺服器或終端裝置或雲端主機)執行此程式管理系統時,能導致該至少一電子運算裝置執行基於圖3的方法的實施例中任一者。此程式管理系統可記載於可讀式資訊儲存媒體,譬如但不受限於:光學式資訊儲存媒體、磁式資訊儲存媒體、或記憶體。舉例而言,可利用3台電子運算裝置(或至少一台電子運算裝置)分別執行上述介面服務模組M10、主機代管中控模組M20、自動交易中控模組M30,該等模組分別被儲存於各自的電子運算裝置的儲存單元中,並由電子運算裝置的處理單元所執行,各模組彼此協同運作。此外,在實作時,金融自動交易管理系統200A更可包括其他模組,如一個或複數個交易策略模組(可對應至不同交易策略)用以發出交易指示訊息,該交易指示訊息可通過自動交易中控模組M30來處理從而按照各個使用者所選擇(或租用)的情況而發出至對應的虛擬主機。然而,本發明之實現並不受上述例子限制;如交易策略(如以程式模組方式、或參數條件設定方式來實現)亦可實現於自動交易中控模組M30之中、由使用者提供或由第三方(或平台)提供或協同運作。4 is a schematic block diagram of a financial automated transaction management system applied to a network environment in accordance with an embodiment of the present invention. As shown in FIG. 4, the financial automated transaction management system 200A includes: an interface service module M10, a hosted central control module M20, and an automatic transaction central control module M30. The interface service module M10 can be used to implement the steps S110 and S120 in FIG. 3; the host-hosting control module M20 can be used to implement the steps S130 and S140 in FIG. 3; the automatic transaction control module M30 can be used to implement the foregoing. Step S150 in Fig. 3. The interface service module M10, the host escrow central control module M20, and the automatic transaction central control module M30 can be implemented as a plurality of program modules respectively to implement a program management system of the financial automatic transaction management system 200 shown in FIG. . When the at least one electronic computing device (eg, configured as a server or a terminal device or a cloud host) executes the program management system, the at least one electronic computing device can be caused to perform any of the embodiments based on the method of FIG. The program management system can be recorded in a readable information storage medium such as, but not limited to, an optical information storage medium, a magnetic information storage medium, or a memory. For example, the three interface devices M10, the host host control module M20, and the automatic transaction control module M30 can be respectively executed by using three electronic computing devices (or at least one electronic computing device). They are respectively stored in the storage unit of the respective electronic computing device, and are executed by the processing unit of the electronic computing device, and the modules operate in cooperation with each other. In addition, the financial automatic transaction management system 200A may further include other modules, such as one or a plurality of transaction strategy modules (which may correspond to different transaction strategies) for issuing a transaction indication message, and the transaction indication message may be passed. The automatic transaction central control module M30 processes and sends to the corresponding virtual host according to the situation selected (or rented) by each user. However, the implementation of the present invention is not limited by the above examples; for example, the transaction strategy (such as implemented in a program module mode or a parameter condition setting manner) can also be implemented in the automatic transaction control module M30 and provided by the user. Or provided by a third party (or platform) or in concert.

以下更依據圖4舉實施例說明如下。在一實施例中,就使用者操作流程啟用方式而言,使用者藉由使用者裝置連上金融自動交易管理系統200A所提供的線上服務,在介面服務模組M10所提供之代管設定介面輸入如交易登入資訊、電子憑證、憑證驗證資訊之自動交易設定資訊。於自動交易設定資訊存入後,主機代管中控模組M20可選擇性地驗證該自動交易設定資訊中之一者,如至少驗證該電子憑證是否可以正常登入。在驗證完成後,主機代管中控模組M20傳送主機新增或啟用訊息至一雲端平台系統300以請求該雲端平台系統300新增或啟用與該註冊使用者對應之虛擬主機310,其中針對不同的使用者,可以新增或啟用複數個對應之虛擬主機310。金融自動交易管理系統200A(如藉由主機代管中控模組M20)將一使用者之自動交易設定資訊如該交易登入資訊、該電子憑證、該憑證驗證資訊及一交易終端程式模組M1提供給該虛擬主機310於進行線上金融交易時使用。自動交易中控模組M30發出至少一交易指示訊息至該虛擬主機310之交易終端程式模組M1,以通過該交易終端程式模組M1而與一金融交易中心系統500連線以進行線上金融交易。然而,本發明之實現方式並不受上述例子限制。Hereinafter, the following embodiments will be described with reference to FIG. 4. In an embodiment, in the user operation flow activation mode, the user connects to the escrow setting interface provided by the interface service module M10 by using the online service provided by the financial automatic transaction management system 200A by the user device. Enter automatic transaction setting information such as transaction login information, electronic voucher, and voucher verification information. After the automatic transaction setting information is saved, the host escrow central control module M20 can selectively verify one of the automatic transaction setting information, for example, at least verify whether the electronic certificate can be logged in normally. After the verification is completed, the host escrow central control module M20 transmits a host to add or enable a message to the cloud platform system 300 to request the cloud platform system 300 to add or enable the virtual host 310 corresponding to the registered user, where Different users can add or enable a plurality of corresponding virtual hosts 310. The automatic transaction management system 200A (such as by the host escrow central control module M20) sets the automatic transaction setting information of a user such as the transaction login information, the electronic vouchers, the voucher verification information and a transaction terminal program module M1. The virtual host 310 is provided for use in conducting online financial transactions. The automatic transaction central control module M30 sends at least one transaction indication message to the transaction terminal program module M1 of the virtual host 310 to connect with a financial transaction center system 500 through the transaction terminal program module M1 for online financial transactions. . However, implementations of the invention are not limited by the examples described above.

舉例而言,金融交易中心系統500例如是某一國家或地區的金融交易主管機構所提供的資訊系統,其提供一種通訊協定或應用程式介面,而欲進行線上金融交易者應用電子運算裝置直接或間接透過該通訊協定或應用程式介面來進行金融交易或取得金融交易資訊如商品的交易情況、交易數量、時間、行情等;在圖4中,虛擬主機310係間接地透過金融代理系統400(如證券商之金融交易系統)而與金融交易中心系統500連線從而進行線上金融交易。然而,本發明之實現方式並不受上述例子限制。For example, the financial transaction center system 500 is, for example, an information system provided by a financial transaction authority of a certain country or region, which provides a communication protocol or application interface, and is intended to be used by an online financial trader to apply an electronic computing device directly or Indirectly through the communication protocol or application interface for financial transactions or obtaining financial transaction information such as commodity transactions, transaction volume, time, market, etc.; in FIG. 4, the virtual host 310 is indirectly through the financial agent system 400 (eg, The financial transaction system of the securities firm is connected to the financial transaction center system 500 for online financial transactions. However, implementations of the invention are not limited by the examples described above.

此外,在一些實施例中,在主機代管設定、啟用完成後或其他情況下,使用者更可以從金融自動交易管理系統200A之使用者介面所提供之複數個交易策略選項中選擇以進行自動金融交易使用;如選擇交易策略名稱等各種方式進行。舉例而言,交易策略(如以程式模組方式、或參數條件設定方式來實現)係用於依據金融交易資訊進行分析後產生是否要對某一金融商品進行交易之指示訊息。例如就指數期貨之金融商品所言,金融自動交易管理系統200A可以提供:奧圖盤整突破型、奧圖反轉平衡型、泰勒突破反手型等之交易策略供使用者選擇。舉例而言,奧圖盤整突破型之交易策略利用逆勢操作系統,平時盤整區間不操作,一旦突破盤整區間馬上順勢操作,為一個盤整時不作單等待行情確立後交易的策略。舉例而言,奧圖反轉平衡型之交易策略利用逆勢操作系統,平時採取高賣低買的逆勢區間操作;但若遇趨勢方向確立,馬上切換方向順勢操作,為一個順勢逆勢雙向平衡策略。舉例而言,泰勒突破反手型之交易策略利用短線突破追價,運用多空分離非對稱式邏輯設計,掌握短線盤勢,同時採用動態停利設計,在不同的市場變化下自動切換多種不同的動態停利機制。藉上述之交易策略之選擇,使用者可以通過金融自動交易管理系統200A簡易地掌握交易策略之開發與程式交易。然而,本發明之實現方式並不受上述交易策略例子的限制;即任何交易策略皆可利用並實現於金融自動交易管理系統200A中。In addition, in some embodiments, after the host hosting setting, enabling completion, or other circumstances, the user may further select from a plurality of trading policy options provided by the user interface of the financial automated transaction management system 200A for automatic The use of financial transactions; such as the choice of the name of the trading strategy and other methods. For example, a trading strategy (such as a program module mode or a parameter condition setting method) is used to generate an indication message for whether or not to trade a financial product based on analysis of financial transaction information. For example, in the case of financial products for index futures, the financial automatic transaction management system 200A can provide: Otto's consolidation breakthrough, Otto reverse balance, Taylor breakthrough backhand and other trading strategies for users to choose. For example, Otto's trading strategy of breakthrough type uses the contrarian operating system, and the normal consolidation interval does not operate. Once the consolidation zone is broken, it will operate with the trend, so as to establish a post-trade strategy without waiting for the market. For example, Otto's reverse-balanced trading strategy utilizes a contrarian operating system, which usually operates in a contrarian range with high selling and low buying; but if the trend direction is established, it will immediately switch to the direction of the homeopathic operation, which is a homeopathic contrarian Balance strategy. For example, Taylor's breakthrough backhand trading strategy uses short-term breakthrough price-tracking, using multi-space separation asymmetric logic design, mastering short-term momentum, and adopting dynamic suspension design to automatically switch between different market changes under different market changes. Dynamic suspension mechanism. With the choice of the above transaction strategy, the user can easily grasp the development of the trading strategy and the program transaction through the financial automatic transaction management system 200A. However, implementations of the present invention are not limited by the above-described trading strategy examples; that is, any trading strategy can be utilized and implemented in the financial automated transaction management system 200A.

此外,金融自動交易管理系統200A之使用者介面亦可提供可供選擇之金融代理商,如指數期貨之下單券商,亦即選擇金融代理系統400。In addition, the user interface of the financial automated transaction management system 200A can also provide an alternative financial agent, such as a single broker under the index futures, that is, the financial agent system 400 is selected.

此外,在一實施例中,主機代管中控模組M20可分別進行驗證及主機管理之作業,如包含一驗證子模組M21及一代理子模組M23。In addition, in an embodiment, the host-hosting control module M20 can separately perform verification and host management operations, such as including a verification sub-module M21 and a proxy sub-module M23.

驗證子模組M21係定時(如5秒、7秒或10秒等)驗證使用者之電子憑證是否可以正常使用。舉例而言,驗證子模組M21定期檢查一隊列(queue)有否新資訊,並從使用者之資料庫讀取使用者之自動交易設定資訊。驗證子模組M21匯入使用者之自動交易設定資訊,並驗證該自動交易設定資訊中之至少電子憑證是否可以正常登入,並依據驗證結果來更新該隊列之完成結果。而為安全起見,驗證子模組M21會對使用者相關資訊進行安全處理,如於驗證後從暫存記憶體中刪除。然而,本發明之實現方式並不受上述例子限制。The verification sub-module M21 is timed (eg, 5 seconds, 7 seconds, or 10 seconds, etc.) to verify whether the user's electronic credentials can be used normally. For example, the verification sub-module M21 periodically checks whether a queue has new information, and reads the user's automatic transaction setting information from the user's database. The verification sub-module M21 imports the automatic transaction setting information of the user, and verifies whether at least the electronic voucher in the automatic transaction setting information can be normally logged in, and updates the completion result of the queue according to the verification result. For security reasons, the verification sub-module M21 performs security processing on the user-related information, such as deletion from the temporary storage memory after verification. However, implementations of the invention are not limited by the examples described above.

代理子模組M23係定時與雲端平台系統300(如谷歌雲端平台:Google Cloud Platform)通訊(如發出主機新增、刪除或啟用訊息)以請求該雲端平台系統300進行虛擬主機之新增、刪除、或啟用之作業。舉例而言,代理子模組M23每日早上定時(如7點)檢查代管主機之新增、刪除、或啟用。代理子模組M23檢查一隊列有否新代管主機要新增、刪除、或啟用之事項。此外,為配合線上金融交易之開市、收市時間,譬如代理子模組M23係可被配置成於交易日之一第一時間(如08:00) 開啟代管之虛擬主機,且於一第二時間(如14:00 )關閉虛擬主機。此外,代理子模組M23亦可進一步每日檢查電子憑證到期日並發送通知給使用者或系統。然而,本發明之實現方式並不受上述例子限制。The proxy sub-module M23 periodically communicates with the cloud platform system 300 (such as Google Cloud Platform: Google Cloud Platform) (such as issuing a host to add, delete or enable messages) to request the cloud platform system 300 to add and delete virtual hosts. , or enabled jobs. For example, the proxy sub-module M23 checks the addition, deletion, or activation of the escrow host every morning (eg, 7 o'clock). The proxy sub-module M23 checks whether a queue has a new host, whether to add, delete, or enable it. In addition, in order to match the opening and closing time of online financial transactions, for example, the agent sub-module M23 can be configured to open the hosted virtual host at one of the first trading days (such as 08:00), and in a second The time (such as 14:00) turns off the virtual host. In addition, the proxy sub-module M23 can further check the electronic voucher expiration date and send a notification to the user or the system. However, implementations of the invention are not limited by the examples described above.

另外,在一實施例中,主機代管之虛擬主機310啟動後流程如下。虛擬主機310啟動後自動執行開機程式(如 Google Bucket startup script),虛擬主機310下載金融自動交易管理系統200A(或200)之儲存單元(如資料庫)中所儲存之使用者之交易登入資訊、電子憑證、憑證驗證資訊。虛擬主機310匯入該電子憑證,並執行前述交易終端程式模組M1,以回應自動交易中控模組M30發出至少一交易指示訊息。當虛擬主機310收到交易指示訊息後,即利用交易終端程式模組M1而與金融代理系統400或金融交易中心系統500連線以進行線上金融交易。此外,虛擬主機310亦可被配置為在定時或交易中心收市時(如14:00)而被關閉。交易終端程式模組M1亦可進一步被配置為用作:依據交易登入資訊而登入金融代理系統400、驗證電子憑證、交易歷史記錄之作用。然而,本發明之實現方式並不受上述例子限制。In addition, in an embodiment, the process of the hosted virtual host 310 is started as follows. After the virtual host 310 is started, the startup program (such as the Google Bucket startup script) is automatically executed, and the virtual host 310 downloads the transaction login information of the user stored in the storage unit (such as the database) of the financial automatic transaction management system 200A (or 200). Electronic voucher, voucher verification information. The virtual host 310 imports the electronic voucher and executes the aforementioned transaction terminal program module M1 in response to the automatic transaction control module M30 issuing at least one transaction indication message. When the virtual host 310 receives the transaction indication message, it uses the transaction terminal program module M1 to connect with the financial agent system 400 or the financial transaction center system 500 for online financial transactions. In addition, virtual host 310 can also be configured to be turned off at the time of the timing or transaction center closing (eg, 14:00). The transaction terminal program module M1 can be further configured to be used to: log in to the financial agent system 400, verify the electronic voucher, and record the transaction history according to the transaction login information. However, implementations of the invention are not limited by the examples described above.

藉上述多個實施例之金融自動交易管理系統,其可協助使用者進行程式交易之虛擬主機的設定,並協助整合雲端平台系統、金融代理系統、金融交易中心系統所提供的服務,從而達成提供使用者易於駕馭及管理自動化程式交易技術的服務,並從而整合雲端平台系統、金融代理系統、金融交易中心系統的運算資源、通訊資源以得到更充分有效的應用。並可避免如執行自動交易程式的個人電腦必須確保電源正常、網路通訊暢順無礙,亦必須處理防治網路病毒或駭客入侵或攻擊的問題。The financial automatic transaction management system of the above embodiments can assist the user in setting up the virtual host for the program transaction, and assists in integrating the services provided by the cloud platform system, the financial agent system, and the financial transaction center system, thereby providing the provision. The user can easily manage and manage the services of the automated program transaction technology, and thereby integrate the computing resources and communication resources of the cloud platform system, the financial agent system, the financial transaction center system to obtain more fully effective applications. It is also possible to avoid problems such as the need to ensure that the power supply is normal, the network communication is smooth, and that the Internet virus or hacker intrusion or attack must be handled.

本發明在上文中已以較佳實施例揭露,然熟習本項技術者應理解的是,該實施例僅用於描繪本發明,而不應解讀為限制本發明之範圍。應注意的是,舉凡與該實施例等效之變化與置換,均應設為涵蓋於本發明之範疇內。因此,本發明之保護範圍當以申請專利範圍所界定者為準。The invention has been described above in terms of the preferred embodiments, and it should be understood by those skilled in the art that the present invention is not intended to limit the scope of the invention. It should be noted that variations and permutations equivalent to those of the embodiments are intended to be included within the scope of the present invention. Therefore, the scope of protection of the present invention is defined by the scope of the patent application.

100‧‧‧使用者裝置100‧‧‧User device

200、200A‧‧‧金融自動交易管理系統200, 200A‧‧‧Financial Automatic Transaction Management System

210‧‧‧儲存單元210‧‧‧ storage unit

220‧‧‧網路單元220‧‧‧Network Unit

230‧‧‧處理單元230‧‧‧Processing unit

300‧‧‧雲端平台系統300‧‧‧Cloud Platform System

310‧‧‧虛擬主機310‧‧‧Web Hosting

400‧‧‧金融代理系統400‧‧‧Financial Agent System

500‧‧‧金融交易中心系統500‧‧‧Financial Exchange Center System

M1‧‧‧交易終端程式模組M1‧‧‧Trading Terminal Program Module

M10‧‧‧介面服務模組M10‧‧‧Interface Service Module

M20‧‧‧主機代管中控模組M20‧‧‧Host escrow central control module

M30‧‧‧自動交易中控模組M30‧‧‧Automatic Trading Central Control Module

M21‧‧‧驗證子模組M21‧‧‧ verification submodule

M23‧‧‧代理子模組M23‧‧‧Agent submodule

S110~S150‧‧‧步驟S110~S150‧‧‧Steps

[圖1]係為依據本發明一實施例的金融自動交易管理系統應用於網路環境上的示意方塊圖。 [圖2]係為金融自動交易管理系統應用於網路環境上的一實施例的方塊圖。 [圖3]係為依據本發明另一實施例的金融自動交易管理系統的控制方法的示意流程圖。 [圖4]係為依據本發明一實施例的金融自動交易管理系統應用於網路環境上的示意方塊圖。1 is a schematic block diagram of a financial automatic transaction management system applied to a network environment according to an embodiment of the present invention. 2 is a block diagram of an embodiment of a financial automated transaction management system applied to a network environment. FIG. 3 is a schematic flow chart of a control method of a financial automatic transaction management system according to another embodiment of the present invention. FIG. 4 is a schematic block diagram of a financial automatic transaction management system applied to a network environment according to an embodiment of the present invention.

Claims (10)

一種金融自動交易管理系統,該系統包括: 一儲存單元; 一網路單元,用以進行網路通信; 至少一處理單元,耦接於該網路單元及該儲存單元,用以提供線上服務給使用者註冊及使用;該至少一處理單元接收一註冊使用者之自動交易設定資訊,並據以傳送主機新增或啟用訊息至一雲端平台系統以請求該雲端平台系統新增或啟用與該註冊使用者對應之虛擬主機,其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊; 其中該至少一處理單元更將該自動交易設定資訊及一交易終端程式模組提供給該虛擬主機於進行線上金融交易時使用; 該至少一處理單元更發出至少一交易指示訊息至該虛擬主機,以通過該交易終端程式模組而與一金融交易中心系統連線以進行線上金融交易。A financial automatic transaction management system, the system comprising: a storage unit; a network unit for network communication; at least one processing unit coupled to the network unit and the storage unit for providing online service to User registration and use; the at least one processing unit receives an automatic transaction setting information of a registered user, and transmits a host to add or enable a message to a cloud platform system to request the cloud platform system to add or enable the registration a virtual host corresponding to the user, wherein the automatic transaction setting information includes: transaction login information, electronic voucher, voucher verification information; wherein the at least one processing unit further provides the automatic transaction setting information and a transaction terminal program module to the virtual The host uses the online financial transaction; the at least one processing unit further sends at least one transaction indication message to the virtual host to connect with a financial transaction center system through the transaction terminal program module for online financial transactions. 如請求項1所述之金融自動交易管理系統,其中該至少一處理單元更接收該註冊使用者之一交易策略選擇訊息,並依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生該至少一交易指示訊息。The financial automatic transaction management system of claim 1, wherein the at least one processing unit further receives a transaction policy selection message of the registered user, and selects a message according to the transaction policy and transaction information generated by the financial transaction center system. And generating the at least one transaction indication message. 如請求項2所述之金融自動交易管理系統,其中該至少一處理單元通過使用者介面提供複數個交易策略選項供該註冊使用者選擇以進行自動金融交易使用,該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。The financial automatic transaction management system of claim 2, wherein the at least one processing unit provides a plurality of transaction policy options through the user interface for the registered user to select for automatic financial transaction use, the transaction policy selection message including The encoding of at least one of the trading strategy options. 如請求項1所述之金融自動交易管理系統,其中該至少一處理單元更接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。The financial automatic transaction management system of claim 1, wherein the at least one processing unit further receives a financial agent selection message of the registered user, the at least one transaction indication message is used to indicate that the transaction terminal program module passes the The financial agent selects one of the financial agent systems specified by the message and connects to the financial transaction center system for online financial transactions. 一種金融自動交易管理系統的控制方法,該方法包括: 提供線上服務給使用者註冊及使用; 接收一註冊使用者之自動交易設定資訊,其中該自動交易設定資訊包含:交易登入資訊、電子憑證、憑證驗證資訊; 依據該自動交易設定資訊傳送主機新增或啟用訊息至一雲端平台系統以請求該雲端平台系統新增或啟用與該註冊使用者對應之虛擬主機; 將該自動交易設定資訊及一交易終端程式模組提供給該虛擬主機於進行線上金融交易時使用;及 發出至少一交易指示訊息至該虛擬主機之交易終端程式模組,以通過該交易終端程式模組而與一金融交易中心系統連線以進行線上金融交易。A method for controlling a financial automatic transaction management system, the method comprising: providing an online service for registration and use by a user; receiving an automatic transaction setting information of a registered user, wherein the automatic transaction setting information comprises: transaction login information, electronic voucher, Voucher verification information; according to the automatic transaction setting information transmission host, adding or enabling a message to a cloud platform system to request the cloud platform system to add or enable a virtual host corresponding to the registered user; The transaction terminal program module is provided to the virtual host for use in conducting an online financial transaction; and issuing at least one transaction indication message to the transaction terminal program module of the virtual host to communicate with a financial transaction center through the transaction terminal program module The system is connected for online financial transactions. 如請求項5所述之金融自動交易管理系統的控制方法,其中該控制方法更包括: 接收該註冊使用者之一交易策略選擇訊息; 其中該至少一交易指示訊息係依據該交易策略選擇訊息及該金融交易中心系統所產生的交易資訊而產生。The control method of the financial automatic transaction management system of claim 5, wherein the control method further comprises: receiving a transaction policy selection message of the registered user; wherein the at least one transaction indication message is based on the transaction policy selection message and The transaction information generated by the financial transaction center system is generated. 如請求項6所述之金融自動交易管理系統的控制方法,其中該控制方法更包括: 通過使用者介面提供複數個交易策略選項供註冊使用者選擇以進行自動金融交易使用; 其中該交易策略選擇訊息包括代表該等交易策略選項中之至少一者的編碼。The control method of the financial automatic transaction management system according to claim 6, wherein the control method further comprises: providing a plurality of transaction policy options through the user interface for the registered user to select for automatic financial transaction use; wherein the transaction strategy is selected The message includes an encoding representing at least one of the trading strategy options. 如請求項5所述之金融自動交易管理系統的控制方法,其中該控制方法更包括: 接收該註冊使用者之一金融代理選擇訊息,該至少一交易指示訊息係用於指示該交易終端程式模組通過該金融代理選擇訊息所指定之一金融代理系統而與該金融交易中心系統連線以進行線上金融交易。The control method of the financial automatic transaction management system according to claim 5, wherein the control method further comprises: receiving a financial agent selection message of the registered user, wherein the at least one transaction indication message is used to indicate the transaction terminal programming mode The group is connected to the financial transaction center system for online financial transactions through the financial agent system designated by the financial agent selection message. 如請求項8所述之金融自動交易管理系統的控制方法,其中該控制方法更包括: 通過使用者介面提供複數個金融代理選項供註冊使用選擇; 其中該金融代理選擇訊息包括代表該等金融代理選項中之至少一者的編碼。The control method of the financial automatic transaction management system according to claim 8, wherein the control method further comprises: providing a plurality of financial agent options for registering use selection through a user interface; wherein the financial agent selection message comprises representing the financial agents The encoding of at least one of the options. 如請求項5所述之金融自動交易管理系統的控制方法,其中該至少一交易指示訊息指示該交易終端程式模組所進行之線上金融交易為:股票商品、指數商品、期貨商品、選擇權商品、基金商品、電子虛擬商品中之一種商品之線上交易。The control method of the financial automatic transaction management system according to claim 5, wherein the at least one transaction indication message indicates that the online financial transaction performed by the transaction terminal program module is: stock commodity, index commodity, futures commodity, option commodity Online trading of one of the fund commodities and electronic virtual goods.
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