TW202247079A - Investment transaction system - Google Patents

Abstract

An investment transaction system includes an acquisition module, a setting module, and a processing module. The acquisition module receives financial market information of a plurality of financial products and the strategy information group corresponding to each product. The transaction unit value of each strategy information group varies with the financial market information. The database stores a plurality of scale models and corresponding reference point parameters. The setting module is applied for selection of financial products, selection of scale models based on the strategy information group, and adjustment of the corresponding reference point parameters. The processing module receives the selected financial product and the transaction unit value of corresponding strategy information group, and calculates the ratio of the obtained transaction unit value based on the selected scale model and reference point parameters to generate a transaction instruction. The processing module conducts the transaction of the selected financial products according to the transaction instruction in response to changes in the financial market, thereby reducing investment loss.

Description

Investment Trading System

The invention relates to an investment monitoring related field, especially an investment transaction system.

Press, currently in the financial market, there are many types of financial products. In order to avoid blind investment, most investors will refer to multiple investment strategies to help measure the various risks and profit opportunities faced by investing in financial products.

However, there is currently no effective investment transaction analysis that can assist investors to adjust their ability to effectively reduce risks and increase profit opportunities when investing in financial products in the face of various financial market changes, so most investors only invest Funds are evenly divided into various financial products, and it is impossible to effectively and dynamically adjust the content of investment transactions as the financial market changes.

In order to solve the above-mentioned problems, the present invention provides an investment trading system, which can provide investors with trading in response to changes in the financial market when trading financial products, thereby reducing investment losses.

An embodiment of the present invention provides an investment trading system, which is set up on a server, and the user connects to the server through a terminal device to use the investment trading system; the investment trading system includes: an acquisition module, which receives multiple data from the financial market Financial market information of financial products and a group of strategy information corresponding to each financial product, wherein the transaction unit value of each strategy information group changes with the financial market information; a database with a complex scale model and a reference point parameter corresponding to each scale model; a setting module, which is coupled with the retrieval module and the database, and the setting module provides the user with a terminal device to select one of the financial products according to the transaction needs, wherein , the setting module has a scale unit, and the scale unit can provide one of the scale models selected according to the strategy information group and adjust the corresponding reference point parameters; and a processing module, which is coupled with the setting module, and the processing module After receiving the selected financial product and obtaining the transaction unit value of the corresponding strategy information group, the processing module performs a process on the obtained transaction unit value according to the selected proportional model and the reference point parameter The ratio is estimated to generate a transaction order, and the processing module executes the transaction on the selected financial product according to the transaction order.

Based on the above, the present invention provides users with the ability to adjust investment strategies when conducting financial commodity transactions, so that investment strategies can respond to price changes in the financial market and generate appropriate transaction orders; Price changes, and effectively adjust the investment content dynamically, leading to the problem of increased investment risk.

Furthermore, the present invention can immediately update transaction orders according to price changes in the financial market, and conduct investment transactions according to the latest transaction orders, which improves the conventional knowledge that the content of investment cannot be effectively and dynamically adjusted according to changes in the environment, resulting in an increase in investment risk. question.

In order to illustrate the central idea of the present invention expressed in the column of the above-mentioned summary of the invention, it is expressed in specific embodiments. Various objects in the embodiments are drawn according to proportions, sizes, deformations or displacements suitable for illustration, rather than drawn according to the proportions of actual components, which are described first.

Please refer to FIG. 1 to FIG. 6, the present invention provides an investment trading system, which is set up on a server 1, and the investment trading system 100 can be connected to the online trading platform 2 of the financial market through the Internet of the server 1, and multiple users Can be respectively connected to the server 1 through the terminal device 3 signal, wherein, the server 1 can be a physical server or a cloud server, in the embodiment of the present invention, the server 1 is a cloud server, and the server 1 can be an independent A server or a server cluster composed of multiple servers; the terminal device 3 can be a variety of personal computers, notebook computers, smart phones, tablet computers or portable wearable devices; users can use the terminal device 3 through the Internet Internet connection to server 1.

Furthermore, the terminal device 3 can be a variety of personal computers, notebook computers, smart mobile devices or tablet computers. When the terminal device 3 is a variety of personal computers or notebook computers, the means of using the investment trading system 100 can be software; The device 3 is a smart mobile device or a tablet computer, and the means of using the investment trading system 100 can be an application program (APP); in the embodiment of the present invention, the means of using the investment trading system 100 is software.

The investment trading system 100 of the present invention can be used to purchase traditional financial products (such as stocks, futures, etc.) and derivative financial products (such as: interest rate futures, stock price index futures, foreign exchange futures, commodity futures, stock price index options, etc.) stock index futures option, stock option, cryptocurrency, etc.), for the convenience of explanation, the "financial commodity" referred to in the relevant description of the present invention includes the above-listed and other not-listed and Financial products and derivative financial products that can be traded through the financial market online trading platform 2.

The investment trading system 100 of the present invention includes:

An extraction module 10, which receives financial market information of a plurality of financial commodities in the financial market from the financial market online trading platform 2 and a strategy information group corresponding to each financial commodity, wherein one of each strategy information group Trading unit values vary with said financial market information.

The trading unit value of the strategy information group is the unit of the financial product calculated by the current strategy information group in response to changes in financial market information; in the embodiment of the present invention, the trading unit value is calculated based on "Lot" The unit of the right contract, and the calculation method of the trading unit value is divided into proportional and independent. When the calculation method of the trading unit value is proportional, it is divided by the number of positions by the maximum number of contracts; when the calculation method of the trading unit value is independent, It is the number of current positions; wherein, when the value of the trading unit is greater than 0, it is regarded as a long order; when the value of the trading unit is less than 0, it is regarded as a short order, but the present invention is not limited to the foregoing.

It should be noted that each financial product can have at least one strategy information group, and each strategy information group can have at least one strategy information, and the strategy information can generate indicator parameters based on the financial market information of the financial product, It is generated by the calculation of indicator parameters, among which, the indicator parameters are moving average (MA), moving average of exponential smoothing convergence and divergence (MACD), stochastic index (KD), relative strength index (RSI), momentum index (MTM), trend index ( DMI), psychological line indicator (PSY), index point transaction value indicator (TAPI), rise and fall indicator (ADL), rise and fall ratio indicator (ADR), energy tide indicator (OBV), buying and selling over-testing indicator (OBOS), buying and selling momentum Index (AR), buying and selling willingness index (BR), trading volume ratio index (VR), William index (%R), risk coefficient (β) logical calculation index parameters one or their combination; and strategy information group It can be composed of policy information set by the user according to requirements, or can be composed of system preset policy information, and the present invention is not limited thereto.

Furthermore, the capture module 10 can be a plug-in program or a non-plug-in program. When the capture module 10 is a plug-in program, each strategy information is imported from outside; when the capture module 10 is a non-plug-in program, Then each strategy information is obtained by the retrieval module 10 after being calculated.

A database 20, which has a plurality of scale models 21 and a reference point parameter 22 corresponding to each scale model 21; wherein, the curve pattern of each scale model 21 is used for the numerical curve generated in response to changes in financial market information, In the embodiment of the present invention, the number of scale models 21 is four, and the curve styles of each scale model 21 are different, and the curve style of each scale model 21 is one of linear, nonlinear or a combination thereof , the scale model 21 can be fully linear, partially linear and partially nonlinear or non-linear, and the reference point parameter 22 can change the position linearly or nonlinearly. It should be noted that each scale model 21 is presented in a Cartesian coordinate system , the value of the X axis of the scale model 21 is 0 to 100, the value of the Y axis of the scale model 21 is 0 to 100; the reference point parameter 22 can be 0 to 100.

A setting module 30, which is coupled with the retrieval module 10 and the database 20, the setting module 30 has a transaction unit 31, the transaction unit 31 can set the type of financial product, transaction mode, exchange information, financial product, Related information such as transaction time, as shown in Figure 3; wherein, the user can select one of the financial products in the transaction unit 31 through the terminal device 3 according to the transaction needs, and the strategy information group corresponding to the selected financial product can be passed through the transaction unit 31 is displayed on the terminal device 3.

The setting module 30 has a scale unit 32, and the scale unit 32 has a model window 321. The scale unit 32 can display the curve pattern and reference point parameters 22 of the scale model 21 in the database 20 in the model window 321, as shown in FIG. 4 As shown; the ratio unit 32 can provide the user through the terminal device 3 to select one of the ratio models 21 and adjust the corresponding benchmark parameter 22 according to the transaction unit value of the strategy information group.

The ratio unit 32 has a multi-order option 322, and the multi-order option 322 further has a multi-order reference point adjustment item 323. The multi-order reference point adjustment item 323 provides a multi-order reference adjustment value, and the multi-order reference adjustment value can be adjusted in the multi-order Under the circumstances, adjust the reference point parameter 22, and when the multi-single option 322 is selected, a first activation signal will be generated; wherein, when the multi-single option 322 is selected, the first activation signal will be generated, and the transaction unit value of the strategy information group When it is greater than 0, the multi-single benchmark adjustment value can change the benchmark parameter 22.

The ratio unit 32 has a short order option 324, and the short order option 324 further has a short order reference point adjustment item 325. The short order reference point adjustment item 325 provides a short order reference adjustment value, and the short order reference adjustment value can be adjusted in the case of a short order The reference point parameter is 22, and when the empty order option 324 is selected, a second activation signal will be generated; wherein, when the empty order option 324 is selected to generate the second activation signal, and the transaction unit value of the strategy information group is less than 0, the empty A single datum adjustment value can change the datum point parameter 22 .

Moreover, the setting module 30 has a risk unit 33, and the risk unit 33 can set an interval time 331, an upper limit number of times 332 or an upper limit trading unit 333 for the selected financial product to be traded, wherein the interval time 331 is one The time of the cycle (the number of executable transactions and the number of transaction units within the time period), the time unit of the interval time 331 can be seconds, minutes or hours; the upper limit of times 332 is divided into the upper limit of orders placed in a single day and the upper limit of orders placed in intervals, the user The maximum number of transactions within the daily and interval time 331 can be set according to the needs; the upper limit trading unit 333 is divided into a single day upper limit trading unit and an interval upper limit trading unit, and users can set the daily and interval time 331 according to their own needs. The highest transaction unit; in the embodiment of the present invention, the time unit of interval time 331 is second, as shown in FIG. 5 .

The setting module 30 has a capital unit 34, and the capital unit 34 has a weight multiple item 341, and the weight multiple item 341 can set a weight multiple of a long order and a weight multiple of a short order, wherein, when the weight multiple of a long order is set, and the strategy information When the net position value of the group is greater than 0, the long order weight multiple can be used for calculation; when the short order weight multiple is set, and the net position value of the strategy information group is less than 0, the short order weight multiple can be used for calculation, As shown in Figure 6.

Moreover, the capital unit 34 further has an equity increase item 342, an equity reduction item 343, a weight upper limit item 344, a weight lower limit item 345 and a linked weight item 346, wherein, when the linked weight item 346 is activated, the equity The setting content of the increase item 342 and the equity decrease item 343 can be used for calculation. In the embodiment of the present invention, "equity" means the net value in the account.

Equity increase item 342 can set an equity amount, an increase unit amount, and a weight adjustment number; equity reduction item 343 can set an equity amount, a reduction unit amount, and a weight adjustment number; weight upper limit item 344 and weight lower limit item 345 can provide setting A weight value; the linkage weight item 346 has a linkage start option, an adjustment interval time, an adjustment leverage basis and an adjustment time limit, and the adjustment leverage basis is divided into domestic equity and foreign equity, when the linkage weight item 346 is activated When the option is enabled, the setting content of equity increase item 342 and equity reduction item 343 can be calculated according to the adjustment interval time, adjustment leverage basis and adjustment time limit; and the weights corresponding to the weight upper limit item 344 and weight lower limit item 345 value, when it is set higher or lower than the equity amount, it can limit the upper limit or lower limit of the weight adjustment number; it should be noted that the adjustment interval time, adjustment leverage basis and adjustment period limit of the linked weight item 346 can all be set set or partially set, the present invention is not limited thereto.

If the content of equity increase item 342 has been set, and the equity amount is higher than the setting, then the increase unit amount and weight adjustment can be calculated; the content of equity reduction item 343 has been set, and when the equity amount is lower than the setting, The reduced unit amount and weight adjustment can then be calculated using.

For example: the equity amount is set to 100,000, the increase unit amount is set to 50,000 and the weight adjustment number is set to 1, and the weight upper limit item 344 is set to 2. When the net value of the user account is greater than 100,000, and every increase of 50,000 , the weight increases by 1. Since the weight upper limit item 344 is set to 2, the weight adjustment number of the equity increase item 342 can only be increased to 2 at most; from the foregoing, it can be seen that the present invention can match the equity increase according to the change of the net value of the user account. The setting content of item 342, equity reduction item 343, weight upper limit item 344 and weight lower limit item 345 can be adjusted in real time, so that the investment content can be dynamically adjusted effectively.

A processing module 40, which is coupled with the setting module 30. The processing module 40 receives the selected financial product and obtains the transaction unit value of the corresponding strategy information group. The transaction unit value obtained by the processing module 40 is selected according to The ratio model 21 and the reference point parameter 22 perform a ratio estimation to generate a transaction order, and the processing module 40 trades the selected financial commodity to the financial market online trading platform 2 according to the transaction instruction, wherein the processing module 40 When performing ratio estimation, the processing module 40 can adjust and generate transaction orders according to the setting contents of the risk unit 33 and the capital unit 34 at the same time, and when the linked weight item 346 is enabled, the processing module 40 can also base on the user account. For the number of rights and interests, the setting content of the rights increase item 342 and the rights reduction item 343 is combined with the weight value setting of the weight upper limit item 344 and the weight lower limit item 345 to adjust the transaction order.

Furthermore, when the long-order option 322 is selected to generate the first activation signal, and the transaction unit value of the strategy information group is greater than 0, the processing module 40 will change the reference point parameter 22 according to the long-order benchmark adjustment value, and trade The unit value is estimated proportionally, and then the transaction order is generated. That is to say, the processing module 40 will be different according to the appearance of the selected scale model 21. The processing module 40 can calculate according to the existing setting information, or in the reference point parameter The staggered position of 22 is calculated according to the change of the linear or nonlinear aspect of the scale model 21.

When the empty order option 324 is selected to generate the second activation signal, and the trading unit value of the strategy information group is less than 0, the processing module 40 will change the benchmark parameter 22 according to the short order benchmark adjustment value, and scale the trading unit value Estimation, that is to say, the processing module 40 will be different according to the aspect of the selected scale model 21, the processing module 40 can do calculations according to the existing setting information, or at the staggered position of the reference point parameter 22, according to the scale The model 21 operates with changes in linear or non-linear configurations.

Based on the above, the investment trading system 100 of the present invention can achieve the following effects:

1. The present invention provides users with the ability to adjust investment strategies when conducting financial product transactions, so that investment strategies can generate appropriate transaction orders in response to changes in financial market prices; thereby, effectively and dynamically adjust investment content, reduce investment risks, and comprehensively Evaluate financial products to increase profit probability.

2. The present invention can immediately update transaction orders according to price changes in the financial market, and conduct investment transactions according to the latest transaction orders, thereby effectively and dynamically adjusting investment content to reduce investment risks.

The above-mentioned embodiments are only used to illustrate the present invention, and are not intended to limit the scope of the present invention. All modifications or changes that do not violate the spirit of the present invention belong to the intended protection category of the present invention.

1: Server 2: Financial market online trading platform 3: Terminal device 100: Investing in Trading Systems 10: Capture module 20: Database 21: Scale Model 22: Datum point parameter 30: Setting Module 31: Transaction unit 32: Proportional unit 321:Model window 322: Multi-order option 323: Multi-single reference point adjustment item 324:Empty order option 325:Short order benchmark point adjustment item 33: Risk Unit 331: interval time 332: Upper limit times 333: upper limit trading unit 34: Fund unit 341: Weight multiple items 342: Equity increase project 343:Equity reduction items 344: Weight cap item 345: Weight lower limit item 346: Linkage weight item 40: Processing Module

Fig. 1 is a block diagram of the system connection of the present invention. Fig. 2 is a block diagram of the system architecture of the present invention. Fig. 3 is a schematic diagram of the transaction unit of the present invention. Fig. 4 is a schematic diagram of the proportional unit of the present invention. Fig. 5 is a schematic diagram of the risk unit of the present invention. Fig. 6 is a schematic diagram of the capital unit of the present invention.

100: Investing in Trading Systems

10: Capture module

20: Database

30: Setting Module

31: Transaction unit

32: Proportional unit

33: Risk Unit

34: Fund unit

40: Processing Module

Claims (10)

An investment trading system, which is set up on a server, and a user connects to the server through a terminal device to use the investment trading system; the investment trading system includes: An extraction module, which receives financial market information of a plurality of financial commodities in the financial market and a strategy information group corresponding to each financial commodity, wherein the transaction unit value of each strategy information group varies with the financial changes in market information; A database, which has a plurality of scale models and a reference point parameter corresponding to each scale model; A setting module, which is coupled with the retrieval module and the database, the setting module provides the user to select one of the financial products according to the transaction needs through the terminal device, wherein the setting module has a proportional unit, The scale unit provides for selecting one of the scale models according to the strategy information group and adjusting the corresponding reference point parameters; and A processing module, which is coupled with the setting module, the processing module receives the selected financial product and obtains the transaction unit value of the corresponding strategy information group, the processing module will obtain the The transaction unit value is estimated according to the ratio of the selected ratio model and the reference point parameter to generate a transaction instruction, and the processing module performs transactions on the selected financial product according to the transaction instruction. The investment and trading system as described in Claim 1, wherein, the scale unit has a model window, and the model window can display the shape of the curve of each scale model. The investment trading system as described in Claim 1 or 2, wherein, the ratio unit has a long-order option and a short-order option, and when the long-order option is selected, a first activation signal will be generated; the short-order option is selected , a second activation signal will be generated; the processing module judges whether the transaction unit value is estimated according to the ratio according to the first activation signal or the second activation signal. The investment trading system as described in Claim 3, wherein, the multi-order option is selected to generate the first activation signal, and the trading unit value of the strategy information group is greater than 0, then the processing module converts the trading unit If the short order option is selected to generate the second activation signal, and the transaction unit value of the strategy information group is less than 0, then the processing module will perform the ratio estimation on the transaction unit value. The investment trading system as described in claim item 4, wherein, the multi-single option further has a multi-single benchmark point adjustment item, and the multi-single benchmark point adjustment item provides setting a multi-single benchmark adjustment value; when the multi-single option is selected When the first activation signal is generated, and the transaction unit value of the strategy information group is greater than 0, the processing module will change the reference point parameter according to the long-order reference adjustment value. The investment trading system as described in claim item 4, wherein, the short order option further has a short order benchmark point adjustment item, and the short order benchmark point adjustment item provides a short order benchmark adjustment value; when the short order option is selected to generate the The second activation signal, and the transaction unit value of the strategy information group is less than 0, the processing module will change the reference point parameter according to the short order reference adjustment value. The investment trading system as described in Claim 1, wherein, the setting module has a capital unit, and the capital unit has a weight multiple item, and the weight multiple item can set a long order weight multiple and a short order weight multiple; the processing The module adjusts the transaction order according to the setting content of the weight multiple item and according to the net position value of the financial product. The investment transaction system as described in claim 7, wherein, the capital unit has an equity increase item and an equity decrease item, and the equity increase item can set an equity amount, an increase unit amount, and a weight adjustment number; the equity decrease The item can set the equity amount, a reduction unit amount, and the weight adjustment number; the processing module adjusts the transaction instruction according to the setting content of the equity increase item and the equity decrease item, and according to the equity amount of the user account. The investment transaction system as described in Claim 8, wherein the capital unit has a linked weight item, and when the linked weight item is enabled, the processing module will adjust the the transaction order. The investment trading system as described in Claim 9, wherein the capital unit further has a weight upper limit item and a weight lower limit item, and the weight upper limit item and the weight lower limit item can provide a weight value; the processing module according to the For the financial market information of financial products, the setting content of the equity increase item and the equity decrease item is matched with the weight value setting of the weight upper limit item and the weight lower limit item, and the transaction order is adjusted according to the equity amount of the user account.

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