五、新型說明： 【新型所屬之技術領域】 [0001] 本創作係有關於一種程式交易平台裝置，尤其是指 一種應用在投資買賣之交易平台上，不僅能讓投資者加 入會員後，任意依評等、驗證狀態選擇策略提供者所提 供的投資策略，經由本交易平台自動完成該投資策略之 授權使用’不需再自行尋找策略提供者取得該投資策略 之授權’且能將擁有授權之各投資策略予以組合分析使 用，達到最佳化的使用效益，同時亦能設定依投資策略 規劃自動下單買賣，而在其整體施行使用上更增實用功 效特性的程式交易平台裝置創新設計者。 【先前技術】 [0002] 按，一般民眾於進行各種投資買賣時，為避免造成 損失，常會收集各種資料進行分析，不過畢竟一般投資 者專業度不夠，所收集的資料仍有所不足，使得投資策 略提供者這個行業應運而生；投資策略提供者由於具有 較為足夠的專業本職學能，能更為有效的收集分析各種 資料 '提出更為有效的投資策略，且投資策略提供者為 求能在分析提出投資策略過程中相對獲得更大利益普 遍皆會將其所提出之投資策略放到相對應的網路平台上 ，以讓投資者選擇再進一步取得投資策略提供者的授權 使用。 [0003] 其中，就該類能供放上投資策略之網路平台而言， 該網路平台係能供各策略提供者將所擬定的策略即時公 開給投資者參考’且於網路平台上依各策略提供者所擬V. New description: [New technology field] [0001] This creation department is about a program trading platform device, especially one application on the trading platform of investment trading, which not only allows investors to join the membership, but also Evaluate and verify the investment strategy provided by the status selection strategy provider, and automatically complete the authorized use of the investment strategy through the trading platform 'no need to find the strategy provider to obtain the authorization of the investment strategy' and can have the authorization The investment strategy is used in combination analysis to achieve optimal use efficiency. At the same time, it can also set up an innovative designer of the program trading platform device that is based on the investment strategy and plans to automatically place orders and purchases, and has more practical functions in its overall implementation. [Prior Art] [0002] According to the general public, in order to avoid losses, often the general public collects various materials for analysis. However, after all, the general investor is not professional enough, and the collected information is still insufficient, making investment The strategy provider industry has emerged as the times require; investment strategy providers have more sufficient professional skills and can more effectively collect and analyze various materials' to propose more effective investment strategies, and investment strategy providers can Analysis of the investment strategy in the process of relatively greater benefits will generally put its proposed investment strategy on the corresponding network platform, so that investors choose to further obtain the authorized use of investment strategy providers. [0003] Among them, in the case of such a network platform that can be put on an investment strategy, the network platform can provide each policy provider with the proposed strategy to be disclosed to the investor for immediate reference' and on the network platform. According to the various policy providers
表單編號A_ % 3 I/* 11 IForm number A_ % 3 I/* 11 I
[0004] 定的策略之損益績效進行排行，以讓各投資者若對某策 略提供者所擬定之投資策略有 ，興趣 '杨心，即可與該 束略k供者接觸洽談後續策略的提供授權使用。 然而’上述網路平台雖可達縣投資者查詢並獲得 所需要的投資策略之功效，但於其實際操作施行使 用上卻魏，_料台於投㈣對策錢供者所擬定 之投貢菜略有興趣，而欲獲得該份投資策略時，投資者 需一一去與所欲獲得投資策略之策略提供者進行接觸洽 談，不僅極為耗費時間’且相對亦顯得極為麻須不便， 致令其在整體施行使用上仍存有改進之空間。 [0005] 緣是，創作人有鑑於此，秉持多年該相關行掌之_ 富設計開發及實際製作經驗，針對現有之結構及缺失; 以研究改良’提供-種程式交易平台裝置，以期達到更 佳實用價值性之目的者。 【新型内容】 [_ 本創作之程式交易平台t置，該交易平台主要係具 有線上資料庫’該線上㈣庫連接設有投資策略模組了 該投資策略模組可供策略提供者提供各式的投資策略， 且線上資料庫連接設有策略驗證模組，該策略驗證模組 能依策略提供者所提供的投資策略進行策略驗證，線上 資料庫並連接設有策略競赛模組，該策略競赛模組能對 投資策略進行策略競赛，同時線上資料庫連接設有策略 評等模組，該策略評等模組能將投資策略進行策略評等 ，評定該投資策略符合特定條件之等級，而當投資者獲 得投資策略之授權使用後，能利用交易平台之組合分析 表單编號A010I 第4頁/共Π頁 模組進行各投資策略之組合分析，另於交易平台亦具有 自動下單模組供投資者設定依獲得授權使用之投資策略 進行自動下單；藉此，不僅能讓投資者加入會員後，任 意依評等、驗證狀態選擇策略提供者所提供的投資策略 ，經由本交易平台自動完成該投資策略之授權使用，不 需再自行尋找策略提供者取得該投資策略之授權，且能 將擁有授權之各投資策略予以組合分析使用，達到最佳 化的使用效益，同時亦能設定依投資策略規劃自動下單 買賣，而在其整體施行使用上更增實用價值性者。 【實施方式】 [0007] 為令本創作所運用之技術内容、.創作目的及其達成 之功效有更完整且清楚的揭露，茲於下詳細說明之，並 請一併參閱所揭之圖式及圖號： 首先，請參閱第一圖本創作之架構圖所示，本創作 之交易平台（1 )具有線上資料庫（1 1 )，該線上資 料庫（1 1 )連接設有投資策略模組（1 2)，該投資 策略模組（1 2)可供策略提供者提供各式的投資策略 ，且線上資料庫（1 1 )連接設有策略驗證模組（1 3 )，該策略驗證模組（1 3)能依策略提供者所提供的 投資策略進行策略驗證，線上資料庫（.1 1 )並連接設 有策略競賽模組（14)，該策略競賽模組（14)能 依投資策略之獲利、績效進行策略競赛，同時線上資料 庫（1 1 )連接設有策略評等模組（1 5)，該策略評 等模組（1 5 )能將投資策略進行策略評等，評定該投 資策略符合特定條件之等級，而當投資者獲得投資策略 表單編號A0101 第5頁/共11頁 之授權使用後，能利用交易平台（1 )之組合分析模組 (1 6)進行各投資策略之組合分析，以期得到更佳之 獲利，另於交易平台（1 )亦具有自動下單模組（1 7 )供投資者設定依獲得授權使用之投資策略進行自動下 單。 使得本創作於操作使用上，其可令策略提供者加入 本交易平台（1)之會員後，即享有免費的策略上傳空 間，可管理並記錄策略。只需選定欲上傳的策略與下單 時間，按下送出，即可將當時的價位與多空操作記錄在 網站上。於本交易平台（1 )之投資策略模組（1 2.) 上將會留下投資者對策略提供者所提供的投資策略之每 一筆交易記錄。並在投資者操作時，自動將當時的損益 點值記錄下來，並加總損益。投資者只需在適當的時間 ，利用人工或程式於交易平台（1 )上操作。無需向交 易平台（1 )透露任何關於此投資策略操作的細節，以 達到保密的功能。 當投資者對交易平台（1)於投資策略模組（12 )上所展示的單一投資策略或多支投資策略感到興趣， 可利用交易平台（1 )的收費系統，訂購投資策略模組 (1 2)上之單支或多支投資策略並支付相對應的交易 平台（1 )使用費，即可簡單獲得授權使用策略提供者 所提供的投資策略，而被訂購獲得授權使用之投資策略 並不僅限於被單一投資者訂購，該投資策略可同時被多 個投資者訂購，授權給多個投資者使用，策略提供者則 依投資者使用其投資策略人數的多寡，依比例收取權利 金，權利金額則由交易平台（1 )策略提供者競標或系 表單編號A0101 第6頁/共11頁 統内定而產生，由交易平台（1 )使用費按約定比例拆 帳。 策略提供者所提供於投資策略模組（12)上的投 資策略於交易平台（1 )内能經線上資料庫（1 1 )之 策略驗證模組（1 3 )進行策略驗證，策略提供者可上 傳投資策略歷史績效，交易平台（1 )會給予一圖形或 指標表示歷史與擬真績效的分野，歷史績效與交易平台 (1 )記錄之擬真績效相比對，可以視覺化驗證歷史績 效是否持續，由於許多投資策略存在過度最佳化問題， 歷史績效很好，但真實運用於市場上交易績效則大相逕 庭，令人失望，本交易平台（1 )將驗證程序化成極簡 ，對投資者挑選投資策略模組（12)上的投資策略具 有極大的助益。 策略提供者於投資策略模組（12)上所提供的投 資策略於交易平台（1 )内亦能經線上資料庫（1 1 ) 之策略競赛模組（1 4)進行策略競賽，策略競賽係令 商品依據不同的商品類別獨立競賽，以真實呈現投資策 略差異，策略競赛可以依照時間〔週數及月數〕，各式 指標〔VAR、VOL、PF等〕和績效來做排序。 策略提供者於投資策略模組（12)上所提供的投 資策略於交易平台（1 )内亦能經線上資料庫（1 1 ) 之策略評等模組（1 5 )進行策略評等，其係當投資策 略的各數值及指標符合交易平台（1 )所定級數時，交 易平台（1)自動會給予評等，能以星星等不同圖示表 示，讓投資者以更直觀的方式瞭解各投資策略的特性。 當投資者獲得單一投資策略或多支投資策略的授權 表單編號A0101 第7頁/共11頁 使用後，投資者即可利用組合分析模組（1 6 )對單一 投資策略加以試算、分析，單一投資策略擁有T r a d e〔筆數〕和Da i ly〔天數〕兩種運算方式，運算 結果的數據也會轉換成圖形顯示。投資者亦可利用組合 分析模組（1 6 )對多支投資策略進行跨商品之組合、 分析，並加以最佳化配重，例如投資者選擇三支投資策 略，交易平台（1 )可依投資者所設定目標將所選的投 資策略及倍數做最佳組合，如此可看出此組合投資策略 的最佳績效組合或最佳夏普值展現或最佳波動率數值等 等，以達成對此組合投資策略最合理的運用。且策略提 供者所提供的投資策略由策略驗證模組（1 3 )、策略 競賽模組（1 4)及策略評等模組（1 5 )進行策略驗 證、策略競赛及策略評等等動作可以知道並非皆係為好 的策略，使得其能利用組合分析模組（1 6 )將不同策 略提供者所提供的不同投資策略進行組合，其組合結果 可能具有互補作用，而能增加策略之完整性。 而於投資者獲得單一投資策略或多支投資策略的授 權使用後，投資者即可利用自動下單模組（1 7)依其 所挑選的投資策略及對應的設定進行自動、半自動交易 ，且能以簡訊或E M A I L方式接收訊息傳遞，可讓投 資者有更靈活的設定與操作手段。 藉由以上所述，本創作結構之組成與使用實施說明 可知，本創作與現有結構相較之下，本創作交易平台主 要係不僅能讓投資者加入會員後，任意依評等、驗證狀 態選擇策略提供者所提供的投資策略，經由本交易平台 自動完成該投資策略之授權使用，不需再自行尋找策略 表單編號A0101 第8頁/共11頁 提供者取得該投資策略之授權，且能將擁有授權之各投 資策略予以組合分析使用，達到最佳化的使用效益，同 時亦能設定依投資策略規劃自動下單買賣，而在其整體 施行使用上更增實用價值性者。 前述之實施例或圖式並非限定本創作之結構樣態， 任何所屬技術領域中具有通常知識者之適當變化或修飾 ，皆應視為不脫離本創作之專利範疇。 綜上所述，本創作實施例確能達到所預期之使用功 效，又其所揭露之具體構造，不僅未曾見於同類產品中 ，亦未曾公開於申請前，誠已完全符合專利法之規定與 要求，爰依法提出新型專利之申請，懇請惠予審查，並 賜准專利，則實感德便。 【圖式簡單說明】 [0008] 第一圖：本創作之架構圖 【主要元件符號說明】 [0009] (1) 交易平台 （11)線上資料庫 (1 2)投資策略模組 （1 3)策略驗證模組 (1 4)策略競賽模組 （1 5 )策略評等模組 (1 6 )組合分析模組 （1 7)自動下單模組 表單編號A0101 第9頁/共11頁[0004] The profit and loss performance of the defined strategy is ranked so that if investors have an interest in the investment strategy formulated by a certain strategy provider, Yang Xin can contact the bundled donor to negotiate the follow-up strategy. Authorized to use. However, although the above-mentioned online platform can reach the county investors' inquiries and obtain the effect of the required investment strategy, but in the actual operation and implementation of the use of Wei, _ material platform in the investment (four) countermeasures money donors to develop the tribute dish With a little interest, and in order to obtain this investment strategy, investors need to contact and negotiate with the strategy providers who want to obtain investment strategies, which is not only extremely time consuming, but also extremely inconvenient, causing them to There is still room for improvement in overall implementation. [0005] The reason is that the creators have, in view of this, upholding the relevant experience of the design and development of the relevant industry for many years, aiming at the existing structure and lacking; to research and improve the 'providing-type program trading platform device, in order to achieve more The purpose of good practical value. [New Content] [_ The program trading platform of this creation is set up. The trading platform mainly has an online database. The online (four) library connection has an investment strategy module. The investment strategy module can be provided by the strategy provider. The investment strategy, and the online database connection has a policy verification module. The strategy verification module can perform policy verification according to the investment strategy provided by the policy provider, and the online database is connected with a strategy competition module. The competition module can conduct a strategic competition for the investment strategy, and the online database connection has a strategy rating module. The strategy rating module can evaluate the investment strategy and evaluate the investment strategy to meet the specific conditions. When the investor is authorized to use the investment strategy, he can use the combination of the trading platform to analyze the form number A010I page 4/common page module to conduct a portfolio analysis of each investment strategy, and also has an automatic order on the trading platform. The module allows investors to set up an automatic placement policy based on the authorized investment strategy; thereby, not only allows investors to join the membership, but also Evaluate and verify the investment strategy provided by the status selection strategy provider, and automatically complete the authorized use of the investment strategy through the trading platform, without having to find the authorization of the strategy provider to obtain the investment strategy, and can have the authorization The investment strategy will be combined and analyzed to achieve optimal use efficiency. At the same time, it can also set up an automatic order-selling and trading according to the investment strategy plan, and it will increase the practical value in its overall implementation. [Embodiment] [0007] In order to make the technical content, the purpose of creation and the effect of the achievement of the creation of this creation more complete and clear, it is explained in detail below, and please refer to the illustrated figure. And the figure number: First, please refer to the first picture. The structure diagram of this creation shows that the trading platform (1) of this creation has an online database (1 1 ), and the online database (1 1 ) is connected with an investment strategy model. Group (1 2), the investment strategy module (12) can provide various investment strategies for the policy provider, and the online database (1 1 ) is connected with a policy verification module (1 3 ), which is verified by the strategy. The module (1 3) can perform policy verification according to the investment strategy provided by the policy provider, and the online database (.1 1 ) is connected with a strategy competition module (14), and the strategy competition module (14) can The strategy of profitability and performance of the investment strategy is contested. At the same time, the online database (1 1 ) is connected with a strategy rating module (1 5). The strategy rating module (1 5 ) can evaluate the investment strategy. Etc., assessing that the investment strategy meets the criteria for a particular condition, and when the investor After the authorization of the investment strategy form number A0101, page 5 of 11 pages, the combination analysis module (1 6) of the trading platform (1) can be used for the combined analysis of each investment strategy, in order to obtain better profit, and The trading platform (1) also has an automatic ordering module (17) for investors to set up an automatic placement order based on the investment strategy authorized for use. This makes the creation work, which allows the policy provider to join the members of the trading platform (1), and enjoy free policy upload space to manage and record the strategy. Simply select the strategy you want to upload and the time to place the order, press Send to record the current price and long and short operations on the website. The investment strategy module (1 2.) of this trading platform (1) will leave every transaction record of the investor's investment strategy provided by the strategy provider. And when the investor operates, the current profit and loss point value is automatically recorded, and the profit and loss is added. Investors only need to use manual or program to operate on the trading platform (1) at the appropriate time. There is no need to disclose any details about the operation of this investment strategy to the trading platform (1) to achieve confidentiality. When investors are interested in the single investment strategy or multiple investment strategies displayed on the trading platform (1) in the investment strategy module (12), the trading platform (1) charging system can be used to order the investment strategy module (1) 2) A single or multiple investment strategy and payment of the corresponding trading platform (1) usage fee, you can simply obtain the investment strategy provided by the authorized use of the policy provider, and the investment strategy that is ordered to obtain the authorized use is not only Limited to being ordered by a single investor, the investment strategy can be ordered by multiple investors at the same time and authorized for use by multiple investors. The strategy provider will receive the premium according to the number of investors using the investment strategy. It is generated by the trading platform (1) policy provider bidding or system form number A0101 page 6 / 11 page, and the transaction platform (1) usage fee is disbursed according to the agreed ratio. The investment strategy provided by the strategy provider on the investment strategy module (12) can be verified by the strategy verification module (1 3 ) of the online database (1 1 ) in the trading platform (1), and the policy provider can Uploading the historical performance of the investment strategy, the trading platform (1) will give a graph or indicator to represent the difference between historical and immersive performance. The historical performance is compared with the actual performance of the trading platform (1) record, which can visually verify whether historical performance is verified. Sustained, due to the over-optimization of many investment strategies, historical performance is very good, but the actual performance of trading in the market is very different, disappointing, this trading platform (1) will be verified into a minimalist, selected for investors The investment strategy on the investment strategy module (12) is of great help. The investment strategy provided by the strategy provider on the investment strategy module (12) can also be used in the trading platform (1) through the strategic competition module (1 4) of the online database (1 1) for strategic competition and strategic competition. The products are ordered to compete independently according to different commodity categories, and the investment strategies can be presented in real terms. The strategy competition can be sorted according to time (weeks and months), various indicators (VAR, VOL, PF, etc.) and performance. The investment strategy provided by the strategy provider on the investment strategy module (12) can also be evaluated by the strategy rating module (1 5) of the online database (1 1 ) in the trading platform (1). When the values and indicators of the investment strategy are in line with the level specified in the trading platform (1), the trading platform (1) will automatically give the rating, which can be represented by different icons such as stars, so that investors can understand each in a more intuitive way. The nature of the investment strategy. When an investor obtains a single investment strategy or multiple investment strategy authorization form number A0101, page 7 / 11 pages, investors can use the combination analysis module (16) to test and analyze a single investment strategy. The investment strategy has two operations: rade (number of pens) and Da i ly (days), and the data of the calculation results is also converted into a graphic display. Investors can also use the portfolio analysis module (16) to combine and analyze multiple investment strategies across commodities, and optimize the counterweights. For example, investors choose three investment strategies, and the trading platform (1) can The target set by the investor will be the best combination of the selected investment strategy and multiples, so that the best performance combination of the portfolio investment strategy or the best Sharp value or the best volatility value, etc., can be seen to achieve The most reasonable use of portfolio investment strategies. And the investment strategy provided by the strategy provider is carried out by the strategy verification module (1 3 ), the strategy competition module (1 4) and the strategy rating module (1 5 ) for policy verification, strategy competition and strategy evaluation, etc. It can be known that not all are good strategies, so that they can use the combination analysis module (16) to combine different investment strategies provided by different strategy providers, and the combined results may complement each other and increase the integrity of the strategy. Sex. After the investor obtains the authorization of a single investment strategy or multiple investment strategies, the investor can use the automatic order placement module (17) to conduct automatic and semi-automatic transactions according to the selected investment strategy and corresponding settings, and The ability to receive messages by SMS or EMAIL allows investors to have more flexible settings and operations. By the above, the composition and use of the creation structure can be seen that, compared with the existing structure, this creation transaction platform mainly enables not only investors to join the membership, but also according to the evaluation and verification status selection. The investment strategy provided by the strategy provider automatically completes the authorized use of the investment strategy through the trading platform, and does not need to find the authorization form number A0101 on page 8/11 page to obtain the authorization of the investment strategy, and can Each of the authorised investment strategies is used in combination analysis to achieve optimal use efficiency. At the same time, it can also set up automatic order-selling and trading according to investment strategy planning, and more practical value in its overall implementation. The above-mentioned embodiments or drawings are not intended to limit the structure of the present invention, and any suitable changes or modifications of those skilled in the art should be considered as not departing from the scope of the invention. In summary, the present embodiment can achieve the expected use efficiency, and the specific structure disclosed is not only found in similar products, nor has it been disclosed before the application, and has fully complied with the requirements and requirements of the Patent Law.爰Proposing an application for a new type of patent in accordance with the law, and pleading for a review and granting a patent, it is really sensible. [Simple description of the diagram] [0008] The first picture: the architecture diagram of the creation [main component symbol description] [0009] (1) trading platform (11) online database (1 2) investment strategy module (1 3) Strategy Verification Module (1 4) Strategy Competition Module (1 5 ) Strategy Evaluation Module (1 6 ) Combination Analysis Module (1 7) Automatic Order Module Form No. A0101 Page 9 of 11