WO2017022943A1

WO2017022943A1 - Stock trading method and stock trading system using same

Info

Publication number: WO2017022943A1
Application number: PCT/KR2016/006248
Authority: WO
Inventors: 강동춘
Original assignee: 강동춘
Priority date: 2015-08-05
Filing date: 2016-06-13
Publication date: 2017-02-09

Abstract

A stock trading system according to a technical aspect of the present invention, which is a stock trading system for trading stocks by dynamically applying at least one of a plurality of preconfigured trading algorithms, may comprise: a dilutive trading management unit for performing gradual accumulation of an investment item by applying at least one of a plurality of buying algorithms configured differently according to at least one of a weight value, a holding ratio, and a profit rate; a distillate trading management unit for performing gradual distribution of an investment item by applying at least one of a plurality of selling algorithms configured differently according to at least one of a holding period, a holding ratio, and a profit rate; and an investment item management unit for configuring a profit point and a loss point with reference to a purchase point of an investment item, so as to perform a trade using at least one of the dilutive trading management unit and the distillate trading management unit according to whether the current price of the investment item reaches the profit point or the loss point.

Description

Stock trading method and stock trading system using him

The present invention relates to a stock trading method and a stock trading system using the same that can guarantee a more stable and high probability of return.

As stock trading is activated, various stock trading systems are being developed.

The conventional stock trading system simply provided stock information to investors, that is, provided only a function of information transmission. As a result, transactions are made based on the judgment of investors, and thus there is a limit in which hedging or stability cannot be secured.

In response to this, stock trading systems for recommending the purchase or sale of stocks by analyzing trends of stock information and the like are provided. However, since these stock trading systems present a sell or buy opinion at a certain point of time, there is a problem that it is difficult to secure the profitability because the accuracy is insufficient.

The present invention is to solve the above problems of the prior art, by dynamically applying a variety of trading algorithms for multiple orders, a stock trading method that can ensure a high return while stably defending the loss of profit and stock trading using the same To provide a system.

The above objects and various advantages of the present invention will become more apparent from the preferred embodiments of the present invention by those skilled in the art.

One technical aspect of the present invention proposes a stock trading system. The stock trading system is a stock trading system that dynamically applies at least one of a plurality of preset trading algorithms to trade stocks, and applies at least one of a plurality of buying algorithms differently set according to at least one of a weight, a holding ratio, and a yield. Dilution trading management unit for dividing and buying investment items, distillation trading management unit for dividing and selling investment items by applying at least one of a plurality of selling algorithms differently set according to at least one of holding period, holding ratio and return rate; Set a profit point and a loss point based on a point, and trade using either the dilution transaction management unit or the distillation transaction management unit depending on whether the current price of the investment item reaches the profit point or the loss point. Po investment management department to carry out Can.

In one embodiment, the dilution trading management unit, if the share price fall of the first investment item is more than the reference percentage, the vertically divided buy algorithm for additionally buying the first investment item by a predetermined multiple of the holding of the first investment item and the When the share price drop of the first investment item is less than the reference percentage, the purchase price may be divided by applying at least one of a horizontal divider purchase algorithm that additionally purchases the first investment item for each of the plurality of division reference percentages smaller than the reference percentage. The horizontally divided number algorithm is applicable to each order of the vertically divided number algorithm.

In one embodiment, the vertically divided buy algorithm, wherein the stock price of the investment is less than 15 percent, the current stock price of the investment is less than the previous low or before the low or near the point where a plurality of force lines intersect In this case, the investment item may be additionally purchased by a predetermined multiple of the holding amount.

In one embodiment, the distillation trading management unit, as the investment item increases more than a certain amount on the basis of the purchase point, an increasing split selling algorithm that gradually increases and sells the share of the investment item, the selling, the investment If the share price rise of the stock is greater than or equal to the first reference percentage, the reverse multiple split selling algorithm that divides and sells the holdings of the investment item for each order and sets a second reference percentage that decreases in correspondence with the trading order, If the rate of return is less than or equal to the second reference percentage, a split sale may be applied by applying at least one of a sell or less reference percentage algorithm that divides and sells the holdings of the investment item.

In one embodiment, the rising split selling algorithm is a five-stage split selling algorithm that divides and sells every time the investment stock increases by 3%, 6%, 9%, 12%, and 15% based on the buying point, wherein A three-stage split selling algorithm that sells every time an investment stock rises by 5%, 10% and 15% based on the buy point, and splits every time the investment item rises by 7% and 15% based on the buy point. Selling may include at least one of the two-stage split selling algorithm.

In one embodiment, the stock trading system may further include an investment strategy setting unit for setting an investment strategy by setting at least one of the number of investment target items, the weight of investment target items, and the holding period. The investment item management unit selects a trading order in response to the investment strategy, sets a profit point and a loss point based on the purchase point of the investment item for each trading order, and sets the distillation trading management unit or the diluted trading management unit. Trading can be performed using either.

In one embodiment, the stock trading system, investment status for storing the trading information for the item traded by the distillation trading management unit and the dilution trading management unit, and provides investment status statistics generated based on the transaction information The management unit may further include.

Another technical aspect of the present invention proposes a stock trading method. The stock trading method may include: setting an investment strategy by setting at least one of an investment target item, an investment target weight, and a holding period, selecting a trading order in response to the investment strategy, and each trading order Each time, the profit point and the loss point are set based on the purchase point of the investment item, and either the dilution sale management or the distillation sale management according to whether the current price of the investment item reaches the profit point or the loss point. It may include the step of performing a trade using.

In one embodiment, the performing of the trading may include performing the dilution trading management using at least one of a vertical division buying algorithm and a horizontal division buying algorithm. When the share price drop of the first investment item is greater than or equal to the reference percentage, the vertical split purchase algorithm may additionally purchase the first investment item by a predetermined multiple of the holding amount of the first investment item. When the stock price fall of the first investment item is less than the reference percentage, the horizontal split buying algorithm may further purchase the first investment item for each of the plurality of division reference percentages smaller than the reference percentage.

In one embodiment, the performing of the trading may include performing the distillation trading management using at least one of a rising split selling algorithm, a reverse multiple split selling algorithm, and a selling rate of a reference percentage or less. The rising split selling algorithm may divide and sell while gradually increasing the share of selling the investment item whenever the investment item increases by more than a certain amount based on the purchase point. The reverse plural split selling algorithm may divide and sell the holdings of the investment item in every order when the share price increase of the investment item is greater than or equal to the first reference percentage. The selling algorithm may set a second reference percentage which decreases in correspondence with the selling order, and may sell off the share of the investment item if the current yield is less than the second reference percent.

Means for solving the above problems do not enumerate all the features of the present invention. Various means for solving the problems of the present invention will be understood in more detail with reference to specific embodiments of the following detailed description.

According to one embodiment of the present invention, by applying various trading algorithms dynamically for multiple orders, there is an effect that it is possible to ensure a high yield while stably defending the loss of profits even in the flow or change of stock prices.

In addition, according to an embodiment of the present invention, it is possible to provide differential stock management by setting an investment strategy in consideration of the number of investment target items, the weight of the target investment targets and the retention period, and by adjusting the investment orders correspondingly. It can be effective.

In addition, according to one embodiment of the present invention, the investment algorithm can be dynamically changed in response to fluctuations in the price of the stock, thereby minimizing losses and increasing profits.

1 is a block diagram showing an application example of a stock trading system according to an embodiment of the present invention.

2 is a block diagram showing a stock trading system according to an embodiment of the present invention.

3 is a reference diagram illustrating a concept of stock trading according to an embodiment of the present invention.

4 is a reference diagram illustrating the concept of a horizontal division algorithm and a vertical division algorithm according to an embodiment of the present invention.

5 is a reference view for explaining the type of investment form according to an embodiment of the present invention.

6 is a reference diagram illustrating an order comparison table according to an embodiment of the present invention.

7 is a reference diagram illustrating a trading algorithm applied in a normal method.

8 is a reference diagram illustrating a trading algorithm applied in a light method.

9 is a reference diagram for explaining a comparison between 0.1% light vertical division and 0.3% horizontal division.

10 and 11 are reference diagrams showing examples of sell rates according to orders.

12 is a block diagram showing a stock trading method according to an embodiment of the present invention.

13 is a reference graph showing a relationship between a flat unit price and a drop according to an application example of the present invention.

14 is a diagram illustrating a chart comparing absolute drop percentages with relative drop percentages.

15 is a diagram illustrating a spider web (hedge) chart.

16 is a reference diagram showing the selection and concentration according to the investment model, weight, and form.

FIG. 18 is a diagram for explaining a change in the number of items per specific gravity per order.

19 is a reference diagram illustrating various embodiments of a stock trading technique according to specific gravity and stock number.

19 to 21 are reference graphs showing an example of application of the present invention in a holding, falling and rising model.

22 is a reference diagram showing the probability of a rising to falling trend.

23 is a reference diagram illustrating various examples of trading scenarios according to an application example of the present invention.

24 to 26 are graphs showing a yield, a flat unit price, and a specific gravity according to an application example of the present invention.

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

However, embodiments of the present invention may be modified in various other forms, and the scope of the present invention is not limited to the embodiments described below. In addition, the embodiments of the present invention are provided to more completely explain the present invention to those skilled in the art.

Referring to FIG. 1, the stock trading system 100 may be linked to the stock trading server 200 through a network to sell stocks.

The stock trading system 100 may trade stocks by dynamically applying at least one of a plurality of preset trading algorithms. Accordingly, an optimized trading algorithm can be applied in various situations, thereby increasing the stability by hedge the risk of trading and at the same time pursuing higher returns.

FIG. 2 is a block diagram illustrating a stock trading system according to an embodiment of the present invention. Referring to FIG. 2, the stock trading system 100 will be described in more detail.

Referring to FIG. 2, the stock trading system 100 may include a communication interface 110, an investment strategy setting unit 120, an investment stock management unit 130, a distillation trading management unit 140, a dilution trading management unit 150, and the like. Investment status management unit 160 may be included.

The communication interface 110 may connect to the stock trading server 200 through a network.

The investment strategy setting unit 120 may set an investment strategy by setting at least one of the number of investment target items, the weight of the investment target items, and the retention period.

The investment item management unit 130 sets a profit point and a loss point based on the purchase point of the investment item, and according to whether the current price of the investment item reaches the profit point or the loss point, the dilute sales management unit 150 or Trading may be performed using any one of the distillation trading management unit 140.

The investment item management unit 130 selects a trading order in response to the investment strategy, sets a profit point and a loss point based on the purchase point of the investment item for each trading order, and dilutes the sales management unit 150 or the distillation trading management unit. Trading may be performed using any one of the 140.

The distillation trading management unit 140 may divide and sell an investment item by applying at least one of a plurality of selling algorithms differently set according to at least one of a holding period, a holding ratio, and a yield.

The distillation trading manager 140 may support various split selling algorithms. For example, the distillation trading management unit 140, an increasing split selling algorithm that divides and sells the investment item gradually while increasing the share of the investment item whenever the investment item rises by a certain amount or more based on the purchase point. If the share price rise is greater than or equal to the first reference percentage, an inverse multiple split selling algorithm that divides and sells the holdings of the investment item for each order and sets a second reference percentage that decreases in response to the selling order, yielding a return on the current trading order. If the second reference percentage is less than or equal to, the selling may be carried out by applying at least one of the selling criteria of the selling value of the reference percent or less that divides and sells the holdings of the investment items.

The rising split selling algorithm may be classified in various ways according to a split timing setting and split scheme. For example, an upward split selling algorithm is a five-stage split selling algorithm that divides and sells an invested stock every 3%, 6%, 9%, 12%, and 15%. A three-stage split sell algorithm that splits every 5%, 10%, and 15% rise based on points, and a two-stage split sell algorithm that splits every time the stock rises 7% and 15% from a buy point. It may include at least one of.

The diluted trading management unit 150 may divide and buy investment items by applying at least one of a plurality of buying algorithms differently set according to at least one of a weight, a holding ratio, and a yield.

Diluted trading management unit 150 may support a variety of purchase algorithm. For example, the dilution trading management unit 150, when the share price fall of the first investment item is more than the reference percentage, the vertically divided buy algorithm for additionally buying the first investment item by a predetermined multiple of the holding of the first investment item and When the share price drop of the first investment item is less than the reference percentage, the purchase price may be divided by applying at least one of a horizontal division buying algorithm that additionally purchases the first investment item for each of the plurality of division reference percentages smaller than the reference percentage. Here, the horizontally divided number algorithm and the vertically divided number algorithm can be applied by fusing each other. For example, the horizontally divided number algorithm is applicable to each order of the vertically divided number algorithm.

For example, in the vertically divided buy algorithm, if the stock price of the investment item falls by more than 15 percent, the current stock price of the investment item is less than or equal to the previous low or before the low point or near a point where a plurality of force lines intersect. The investment item may be additionally purchased by a predetermined multiple of the holdings.

The investment status management unit 160 may store transaction information on items traded by the distillation trading management unit 140 and the dilution trading management unit 150, and provide investment status statistics generated based on the transaction information. . Accordingly, the user can check the overall information on the investment status, such as the sales record and the return rate of each item, through the investment status management unit 160.

Hereinafter, various algorithms and trading methods applicable to the stock trading system 100 will be described in more detail with reference to FIGS. 3 to 11.

As shown in FIG. 3, in the present stock trading method and a stock trading system using the same, a purchase point or an average unit price of an investment item is set as a melting point, and a boiling point and a loss point are used as profit points based on the melting point. Set. Here, the absolute value of the boiling point is greater than the absolute value of the loss point. That is, since the boiling point is set larger than the freezing point, and trading is performed based on the boiling point, the result of the overall cumulative trading is set to increase the gain. In the example shown, the boiling point is disclosed as 3% and the freezing point as -1%, but since this is exemplary, it may be set differently.

On the other hand, based on the melting point of the purchase point, if the current price of a certain item is higher than the melting point, distillation trading management is carried out, or if the current price of a particular item is lower than the melting point, the dilution trading management is performed.

Distillation trading management is a trading system that realizes gains through distillation (selling) above the boiling point. That is, above the boiling point, the item is distilled by applying various split selling algorithms.

On the other hand, dilution trading management is a trading method that lowers the freezing point by additionally purchasing a solvent, that is, the corresponding item below the freezing point. In other words, below freezing point, the stock is diluted by applying various dividend algorithm.

The horizontal segmentation algorithm and the vertical segmentation algorithm shown in FIG. 4 may be applied in the dilution transaction management. That is, the horizontal division algorithm and the vertical division algorithm may be applied as the division number copying method.

As the divided buying method, a multiple dividing buying method may be applied. The dividend buying method is to buy a stock by dividing the stock by a multiple of the total holdings when a certain stock falls over a certain amount. Naturally, the divided buying method may be applied in the dilution trading management unit 150.

As shown in FIG. 4, the vertical segmentation algorithm performs trading for multiple orders, and the horizontal segmentation algorithm may be applied to each order of the vertical segmentation algorithm. The horizontal division algorithm may be applied in plural singular numbers. In the illustrated example, the horizontal division algorithm is applied to the first order of the vertical division algorithm, but according to an embodiment, the horizontal division algorithm may be applied to each order of the vertical division algorithm.

The vertical segmentation algorithm can be bought at multiples of 15% or more, at the previous low, previous low, or force line crash. Here, the force line may mean various statistical average lines, such as various average lines, collection plumbing lines, and selling trend lines. For example, the vertical segmentation method buys when the price falls by more than 15% in each order, and can be weighted by 5% for each order. For example, if the 1st purchase falls by more than 15%, the 2nd purchase falls by more than 20%, the 3rd purchase falls by more than 25%, and the 4th purchase starts, the next order can be performed every 30% or more.

The horizontal split algorithm can be bought at less than 15%. As described above, the horizontal division algorithm may be applied to each order of the vertical division algorithm.

The vertical segmentation algorithm may buy for a plurality of orders with a certain weight based on the cash of the user account.

The vertical division algorithm may be classified into a light method, a normal method, and a heavy method.

The light method has a specific gravity at the primary level of less than 1%, the normal method has a specific gravity at the primary level of 1%, and the heavy method has a specific gravity at the primary level of 2%. It means the above case.

This vertical segmentation algorithm is shown in Table 1 below as an example.

	1차Primary	2차Secondary	3차3rd	4차4th
라이트 방식Light method	0.1%0.2%?0.8%0.9%0.1% 0.2%? 0.8% 0.9%	0.2%0.4%?1.6%1.8%0.2% 0.4%? 1.6% 1.8%	0.6%1.2%?4.8%5.4%0.6% 1.2%? 4.8% 5.4%	1.8%3.6%?14.4%16.2%1.8% 3.6%? 14.4% 16.2%
노멀 방식Normal way	1.0%1.0%	2.0%2.0%	6%6%	18%18%
헤비 방식 Heavy way	2%3%?5%2% 3%? 5%	4%6%?10%4% 6%? 10%	12%18%?30%12% 18%? 30%	36%54%?90%36% 54%? 90%

As shown in Table 1, the secondary is a multiple of the primary (twice), the third is a multiple of the secondary (three times), and the fourth is a multiple of the third (three times). In the above-described example, the fourth order is illustrated, but it may be applied in various orders according to the embodiment, and the magnification between the orders may be adjusted.

For example, in a normal method, the primary may be a collection section (1% or less), and the secondary may be a trading section (2% or more). The third round may be an exit strategy (within 10%), while the fourth and fifth rounds may be a buying pattern for value, growth and earnings shares.

The heavy method is applicable to mid / long-term investments in value, growth, and earnings shares.

The normal method is applicable when the force line on the performance and charts collides, is below the previous low, the previous low, the lowest, or when the trade volume wins. Or, the normal (heavy) method can be applied in the short-term when re-purchase of the previously purchased items in the heavy (heavy) method.

The light method is applicable when the appropriate number of purchases on all stock charts is lightly purchased above. Alternatively, the light method may be applied in the short term when re-purchased a previously purchased item in a normal method.

In addition, the vertical division algorithm may be applied to each order of the vertical division algorithm. In the example of Table 1, in the case where the primary has a value of 0.9% in the write method, the primary may be performed by applying a horizontal division algorithm of 0.3% three times. Similarly, in the case of the example in which the first order of the heavy method has a value of 5%, the first order may be performed by applying the 1% horizontal division algorithm five times.

In this way, the horizontal division algorithm may be applied in combination with the vertical division algorithm.

Meanwhile, various distillation trading algorithms applicable to the distillation trading management unit 140 will be further described.

Ascending selling algorithms sell by a certain weight (eg, 10%, 20%, 30%, 50%, or 100%) for each rise.

Ascending selling algorithms include five steps (3,6,9,12,15%), three steps (5,10,15%), two steps (7%, 15%) and one step (15% or 30% or 50%). % Or 100%), and various modifications are possible.

The reverse multiple split selling algorithm sells in the reverse order of the multiple split buying method. For example, every 3%, 6%, 9%, 12%, and 15% rises can be sold in reverse order.

Sell algorithm over 3% rule satisfies the standard percentage (3% rule, 4% rule, 5% rule, 6% rule, 7% rule, 8% rule, 15% rule, 30% rule, etc.) If you sell.

Selling algorithms below the 3% rule can be applied when the weight is reduced and can be sold in the 3rd order or more. If it meets the standard percentage (0.5% rule, 1% rule, 2% rule, etc.) in the 3rd order or more, it sells. As one exit strategy of the distillation trading technique, the zero sum selling method may be applied. The zero-sum selling method is to sell without loss at the price corresponding to the purchase price, i.e. in the state of zero sum.

Assuming a 3% increase after the first buy, the 3% rule sell algorithm can sell the whole quantity.

Assuming a 3% increase after the second buy, the reverse plunging sell algorithm may sell the whole quantity or sell only the second buy.

As such, it is applicable to various selling algorithms, and some modified embodiments thereof may be easily understood from the above description.

As shown in FIG. 5, the number of items is the number of investment items held, and investment types may be classified into intensive investment, diversified investment, and multiple investment according to the number of items. In the form of investment described above, the total share of the first round cannot exceed 32%.

The smaller the number of investment types, the better for long-term investment, and the larger the number, the better for short-term investment. The holding ratio shows the holding ratio (to cash) per one item according to the number of each item.

In the intensive investment method, it is preferable to apply the heavy method in the above-described horizontal division algorithm. Intensive investments can be applied to value stocks, growth stocks, or performance stocks at the beginning or undervalued.

The distributed investment method may apply the above-described vertical division algorithm and the horizontal division algorithm, and it is preferable to apply the distributed investment normal method. You can respond as a medium-term investment or a short-term investment. The diversified investment method can be applied during the mid-term growth of value stocks, growth stocks, and earnings stocks or before the fair value is reached.

The multi-investment method may apply the above-described vertical division algorithm and the horizontal division algorithm, and may be applied to any of the write method, the normal method, and the heavy method. It can be handled as a short-term investment, and in some cases as a long-term investment. The multiple investment method is applicable to all stocks.

The example shown in FIG. 6 shows the rate of collection for each order in various manners. A light method with a primary share of less than 1% has been bought more than 5 times, and a normal system with a primary share of 1% has bought up to 5th. Heavy schemes with a primary share of 2% or more may have a lower order of sale than other schemes.

FIG. 7 is a reference diagram illustrating a trading algorithm applied in a normal method, and FIG. 8 is a reference diagram illustrating a trading algorithm applied in a light method.

7 and 8, selling may be performed in a zero sum selling manner in an exit strategy section that is less than or equal to an average unit price.

The above-described selling method of 3% rule or selling method or selling method of 3% rule or less may be applied to the reduced portion of the portion where the yield is 0% or more and less than 3%.

When the yield exceeds 3%, the above-described distillation selling algorithm may be applied. For example, an increase split selling algorithm or an inverse multiple split selling algorithm may be applied.

9 is a reference diagram for explaining a comparison between a 0.1% light vertical division algorithm and a 0.3% horizontal division algorithm.

In the example shown in FIG. 9, first, in the case of the 0.1% light vertical division algorithm, it can be seen that the specific gravity increases as the degree increases, starting from 0.1% in the first order.

On the other hand, in the 0.3% horizontal division algorithm, the first division is divided horizontally into three stages, and it can be seen that a total ratio of 0.9% is obtained at each primary by 0.3%.

As such, the horizontal division algorithm and the vertical division algorithm may be used by fusion with each other.

In FIG. 10 and FIG. 11, the red circle means the number of items sold and the white circle means the number of items held or bought.

Referring to FIG. 10, when the target price is achieved in the first stage (or the first stage), the corresponding stock is sold, while the target price (or target rate of return) is not achieved, the corresponding stock may be purchased in multiples in the second stage. Therefore, after the second stage, the average purchase price of the stock is lowered, and accordingly, the yield can be reset so that some or all of the stock can be sold if the yield is achieved. It can be seen that the same goes for the third to fourth stages.

FIG. 11 shows that the split selling is made in multiple stages with respect to the example of FIG. 10. Therefore, by buying in multiples to lower the average unit price in the case of a decline, and then selling a portion in the subsequent rise, it is possible to divide and sell the remainder even in the subsequent upward trend, it can be seen that it is more advantageous when the upside down from the upside.

12 is a block diagram showing a stock trading method according to an embodiment of the present invention. Since the stock trading method illustrated in FIG. 12 is performed in the stock trading system, it may be more easily understood with reference to the above-described bar with reference to FIGS. 2 through 11.

Referring to FIG. 12, the stock trading system may set an investment strategy by setting at least one of the number of investment target items, the weight of the investment target items, and the holding period (S1210).

Thereafter, the stock trading system may select a trading order in response to the investment strategy (S1220).

The stock trading system sets a profit point and a loss point based on the purchase point of the investment item for each sale order, and manages the dilution trade according to whether the current price of the investment item reaches the profit point or the loss point. Alternatively, trading may be performed using any one of distillation trading management (S1230).

In an embodiment of step S1230, the stock trading system may perform the dilution trading management using at least one of the vertical split buying algorithm and the horizontal split buying algorithm. Here, the vertical split buying algorithm may additionally purchase the first investment item by a predetermined multiple of the holding amount of the first investment item when the share price drop of the first investment item is greater than or equal to the reference percentage. Meanwhile, the horizontal split buying algorithm may additionally purchase the first investment item for each of the plurality of split reference percentages smaller than the reference percentage, when the share price fall of the first investment item is less than the reference percentage.

In one embodiment for step S1230, the stock trading system may perform the distillation trading management using at least one of a rising split selling algorithm, a reverse fold split selling algorithm, and a selling rate of a reference percentage or less. In this case, the rising split selling algorithm may gradually sell the split, gradually increasing the share of the selling stock whenever the investment stock rises by a certain amount or more based on the purchase point. As one exit strategy of the distillation trading technique, the zero sum selling method may be applied.

The inverse multiple split selling algorithm may divide and sell the holdings of the investment items in every order if the share price increase of the investment items is greater than or equal to the first reference percentage. The selling algorithm may set a second reference percentage that decreases in correspondence with the selling order, and may sell off the share of the investment item when the yield in the current selling order is less than the second reference percent.

In the illustrated example, the share price according to the weight of each order and the result of the trading according to the present invention as its fall or rise are shown.

As shown, in the case of a drop of 15% or more, a vertical segmentation algorithm is applicable, thereby reducing the price of the average unit price. Therefore, if a technical rebound is made later, for example, when the stock price rises by 30% to 40% at the 5th stock price, the yield may be increased by 21% to 35% from the average price.

As a result, even if the decline continues, the average unit price can be effectively reduced through long-term accumulation, and in the subsequent upward situation, profits can be realized through the distillation technique described above. As a result, profits can be secured in any situation in the current stock market, where the ups and downs are repeated.

As shown, it is possible to see the change in specific gravity in each order according to the percentage of absolute decline, and to determine the relative decline for it. It also shows the share and share price in each order, based on the relative percentage of decline.

15 is a diagram illustrating a spider web (hedge) chart.

As shown in the chart, a variety of activity lines are shown, and a force line is formed for short-term highs or lows in which ascents and descents occur, and the highs in the transverse zones of the box range act as clearing lines. It can be seen.

As profit and loss change, the proportion and number of stocks change in inverse proportion to each other. For example, the greater the degree of damage, the greater the weight, and the greater the degree of profit, the smaller the weight. We can see that the number of stocks can be selected as the opposite of this weight.

FIG. 17 is a diagram for explaining a change in the number of items per specific gravity per order.

As shown, the number of items may vary depending on the specific gravity and the degree, which can be seen that the initial selection is widely performed, but the number of items is increased by selecting and concentrating on the object having a higher specific gravity.

18 is a reference diagram illustrating various embodiments of a stock trading technique according to specific gravity and stock number.

The illustrated description can be understood based on the above-described contents, and the larger the weight, the smaller the number of stocks, and accordingly, the heavy method can be applied and managed as a concentrated investment method.

As mentioned above, the distillation selling technique, weight reduction technique, and exit strategy segment may be applied depending on the profit margin.

19 to 20 are reference graphs showing an example of application of the present invention in a holding, falling and rising model.

FIG. 19 shows a basic model, FIG. 20 shows a rising model and FIG. 21 shows a falling model.

As shown, there is a small downswing in the ascending model, and a small upswing in the falling model.

22 is a reference diagram showing the probability of a rising to falling trend, as shown, an upward trend (type 1, type 2) without a fall or a downward trend (type 6, 7) without a fall. Type) has a very low probability.

As a result, in most cases, there is a tendency to rise or fall in the long term with a combination of rising and falling.

FIG. 23 is a reference diagram illustrating various examples of a trading scenario according to an application of the present invention. As shown in FIG. 23, according to the present invention, even when rises and falls are mixed, the number of purchases as previously described or By applying a selling algorithm, both stability and yield can be guaranteed.

As shown in FIG. 24, when the above-described trading algorithm is applied to a plurality of items, the profit of the rising item is greater than the loss of the falling item, and thus, the profitability in the whole sale may increase.

In addition, as shown in FIG. 25, the average unit price can be minimized because it is collected in the downturn of the rising wave, or it is collected in the downturn of the falling wave and sold in the upturn, so that the average unit price can be drastically lowered to increase the profit rate or The loss ratio can be minimized.

In addition, as shown in Figure 26, by increasing the proportion steadily in the upward trend, and by increasing and decreasing the proportion in the downward trend, it can be seen that the return on the overall sales increases and secures stability.

The present invention described above is not limited to the above-described embodiment and the accompanying drawings, but is defined by the claims below, and the configuration of the present invention may be modified in various ways without departing from the technical spirit of the present invention. It will be apparent to those skilled in the art that the present invention may be changed and modified.

Claims

A stock trading system for trading stocks by dynamically applying at least one of a plurality of preset trading algorithms,

A dilution trade management unit which divides and purchases investment items by applying at least one of a plurality of purchase algorithms differently set according to at least one of a weight, a holding ratio, and a yield;

A distillation type trading management unit which divides and sells investment items by applying at least one of a plurality of selling algorithms differently set according to at least one of a holding period, a holding ratio, and a yield; And

By setting a profit point and a loss point based on a purchase point of an investment item, one of the dilution trading management unit or the distillation trading management unit according to whether the current price of the investment item reaches the profit point or the loss point. Investment stock management unit to perform a trade using;

Stock trading system comprising a.
The method of claim 1, wherein the dilute sales management unit

A vertically-divided purchase algorithm that further purchases the first investment item by a predetermined multiple of the holding amount of the first investment item if the share price drop of the first investment item is greater than or equal to the reference percentage; And

A horizontal divider purchase algorithm that further purchases the first investment item for each of a plurality of divided reference percentages smaller than the reference percentage, if the share price drop of the first investment item is less than the reference percentage;

Divide by buying at least one of

And the horizontal split buying algorithm is applicable to each order of the vertical split buying algorithm.
The method of claim 2, wherein the vertical split number algorithm

If the stock price of the investment item falls by more than 15 percent, and the current stock price of the investment item is less than or equal to the previous low or before the low point or near the point where a plurality of power lines intersect, the investment item is divided by a predetermined multiple of the holding amount. Stock buying system to buy more.
According to claim 1, wherein the distillation type trading management unit

An increase-divide selling algorithm that divides and sells the investment item gradually while increasing the share of the investment item whenever the investment item increases by more than a predetermined amount based on the purchase point;

An inverse multiple split selling algorithm that divides and sells the holdings of the investment item in every order if the share price increase of the investment item is equal to or greater than a first reference percentage; And

Setting a second reference percentage that decreases in correspondence with the trading order, and if the return on the current trading order is less than or equal to the second reference percentage, selling the holding amount of the investment item by the reference percentage or less;

A stock trading system that splits and sells by applying at least one of them.
5. The method of claim 4, wherein said rising divide selling algorithm

A five-stage split selling algorithm that splits and sells each time the investment item increases by 3%, 6%, 9%, 12%, and 15% based on the purchase point;

A three-stage split sell algorithm that divides the sell every time the investment item increases by 5%, 10%, and 15% based on the purchase point; And

A two-stage split selling algorithm that splits and sells each time the investment item increases by 7% and 15% based on the purchase point;

Stock trading system comprising at least one of.
The system of claim 1, wherein the stock trading system

An investment strategy setting unit for setting an investment strategy by setting at least one of an investment target item, a weight of an investment target item, and a holding period;

More,

The investment item management unit

Selecting a trading order corresponding to the investment strategy, and setting a profit point and a loss point based on the purchase point of the investment item for each trading order, using either the distillation trading management unit or the dilution trading management unit. Stock trading system that conducts trading.
The system of claim 1, wherein the stock trading system

An investment status management unit which stores transaction information on items traded by the distillation trading management unit and the dilution trading management unit, and provides investment status statistics generated based on the transaction information;

Stock trading system that includes more.
Setting an investment strategy by setting at least one of the number of items to be invested, the ratio of the items to be invested, and the holding period;

Selecting a trading order in response to the investment strategy; And

For each trading order, a profit point and a loss point are set based on the purchase point of the investment item, and the dilution sale management or distillation sale is performed depending on whether the current price of the investment item reaches the profit point or the loss point. Performing a trade using any one of the management;

Stock trading methods, including.
The method of claim 8, wherein performing the trading

Performing the dilution trading management using at least one of a vertical division buying algorithm and a horizontal division buying algorithm;

Including,

The vertical split number algorithm

If the share price drop of the first investment item is greater than or equal to the reference percentage, the first investment item is additionally purchased by a predetermined multiple of the holding amount of the first investment item,

The horizontal split number algorithm

And when the share price drop of the first investment item is less than the reference percentage, additionally purchase the first investment item for each of a plurality of divided reference percentages smaller than the reference percentage.
The method of claim 8, wherein performing the trading

Performing the distillation trade management using at least one of an ascending split selling algorithm, an inverse multiple split selling algorithm, and a selling rate less than a reference percentage;

Including,

The rising split selling algorithm

Whenever the investment item rises by a certain amount or more based on the purchase point, the sell-off of the investment item is gradually increased and divided and sold.

The inverse multiple split selling algorithm is

If the share price increase of the investment item is greater than or equal to the first reference percentage, the shares of the investment item are divided and sold for each order;

The selling algorithm below the reference percentage

And setting a second reference percentage that decreases in correspondence with the selling order, and dividing the holdings of the investment item if the yield in the current selling order is less than the second reference percentage.