WO2018117259A1 - Dispositif et procédé de gestion/traitement d'ordre de produit financier - Google Patents

Dispositif et procédé de gestion/traitement d'ordre de produit financier Download PDF

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Publication number
WO2018117259A1
WO2018117259A1 PCT/JP2017/046180 JP2017046180W WO2018117259A1 WO 2018117259 A1 WO2018117259 A1 WO 2018117259A1 JP 2017046180 W JP2017046180 W JP 2017046180W WO 2018117259 A1 WO2018117259 A1 WO 2018117259A1
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WIPO (PCT)
Prior art keywords
order
trail
trigger
information
price
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PCT/JP2017/046180
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English (en)
Japanese (ja)
Inventor
大輔 安藤
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マネックス証券株式会社
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Priority to JP2018521139A priority Critical patent/JP6425853B1/ja
Publication of WO2018117259A1 publication Critical patent/WO2018117259A1/fr

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Definitions

  • the present invention relates to an apparatus and method for processing and managing financial product orders, and in particular, can perform financial product order transactions for customers via a network.
  • Such limit orders for foreign currencies include “limit” or “normal limit”, which is set at a price that is cheaper (higher) than the current currency rate, and a buy (sell) transaction is executed when that price is reached.
  • limit or “normal limit”
  • reverse limit in which a price that is higher (cheap) than the current currency rate is set and a buy (sell) transaction is executed when that price is reached.
  • the price of the currency has characteristics (volatility) that fluctuate greatly in a short period of time due to observations and speculations about industry, economy, employment, financial situation and census, sudden terrorism / conflict in each country, and various events.
  • the market price may deviate from the range assumed by the customer.
  • the above traps are set within the range for both buying and selling, so if the market rate deviates upward from the range assumed by the customer, such traps will not function, and there will be no profit from there. Will not be accepted. Also, if you deviate downward from the expected range and miss the opportunity to sell out, in addition to the above-mentioned lost profit, in the case of foreign exchange margin trading, the loss due to the loss of principal will increase. There is a problem that can be. As a result, when large price fluctuations occur, this is particularly noticeable when contracts cannot be executed in a timely manner according to the order price due to system operation and processing capacity limitations (when slippage occurs). As a result, customers cannot select such financial products with a sense of security.
  • the present invention has been made in response to these problems, and it is an object of the present invention to provide an order processing management apparatus for financial products that can obtain the maximum benefit to customers while having a small computer load.
  • a financial product order processing management apparatus for processing financial product order information, at least one for performing a trail order of the financial product.
  • a basic order input receiving unit that receives input of trigger order information
  • a trail width information receiving unit that receives input of trail width information in the trail order
  • a trail order generating unit that generates trail order information for the triggered trigger information based on the contract price of the trigger order information and the trail width information; and a market price of the financial product based on the trail order information
  • a trail order execution observation unit that monitors whether the trail order has been executed, and the tray
  • a continuous order information generating unit that re-enables information of a triggered trigger order corresponding to the trail order based on the fact that the order has been closed, and the trail order generating unit includes one or more
  • an order processing management device for a financial product that newly generates trail order information corresponding to one of the trigger orders
  • an order processing management apparatus wherein the trigger order is a limit / stop limit order that specifies a contract price at the time of ordering.
  • a plurality of trigger orders may be generated for each trigger interval.
  • cumulative profit / loss is calculated for each trigger order price based on the profit / loss confirmed in the trigger order and trail order and the valuation profit / loss of the trail order not calculated based on the observation of the market price by the trail order execution observation unit.
  • the accumulated profit and loss calculation section may be further provided.
  • This configuration allows the customer to easily grasp which trigger order price contributed to profit and loss, and to make more efficient investment.
  • the basic order receiving unit has an input unit for inputting a transaction limit amount for determining profit / loss, and the input transaction limit amount and the cumulative profit / loss calculated by the cumulative profit / loss calculation unit. It is preferable to further include an order canceling unit that cancels the trigger order based on the above. .
  • the basic order input receiving unit inputs, as trigger order information, a reference possible price input unit that inputs a reference price, and an order type that indicates a type of buying and selling.
  • An order processing management apparatus having an order type input unit is provided.
  • the basic order input receiving unit is to enable the trigger order based on the received trigger order information and the current market price, and the current market price is higher than a reference price. If the above order type is "Buy” or the current market price is lower than the base price and the above order type is "Sell", the trigger order status is not validated and the market price is It is desirable to enable it if you touch the price. Furthermore, in this case, it is preferable that the trail width information receiving unit determines the installation direction of the trail order based on the reference price input to the basic order input unit and the order type. Moreover, it is preferable to further include a preview screen display unit that displays a transaction preview screen that varies depending on the order type and the reference price input to the basic order input unit.
  • the computer uses one or more trigger orders for making a trail order of the financial product.
  • a basic order input receiving step for receiving information input
  • a trail width information receiving step for receiving an input of trail width information in the trail order
  • a computer that has executed one of the one or more trigger orders.
  • a trail order generating step for generating trail order information for the triggered trigger information based on the contract price of the trigger order information and the trail width information, and a computer based on the trail order information.
  • the market price of the financial product is monitored and the trail order is not
  • a trail order execution observation process that monitors whether or not the computer re-enables information on the triggered trigger order corresponding to the trail order, based on the fact that the trail order has been executed. And wherein the trail order generating step is such that the computer newly generates trail order information for one of the one or more trigger orders each time it is executed.
  • a method for managing product order processing is provided. According to such a configuration, an order processing management method that can be executed by the order processing management apparatus according to the first aspect is provided.
  • FIG. 1 is a schematic configuration diagram showing an apparatus according to an embodiment of the present invention.
  • FIG. 2 is a flowchart showing processing in one embodiment of the present invention.
  • FIG. 3 is an example of an input screen in one embodiment of the present invention.
  • FIG. 4 is an example of a setting information table in one embodiment of the present invention.
  • FIG. 5 is an example of a trigger setting table in one embodiment of the present invention.
  • FIG. 6 shows the state of each order information and data when a plurality of trigger orders are activated according to an embodiment of the present invention.
  • FIG. 7 shows the state of each piece of order information and data at the time when one of the plurality of trigger order information is executed in a stage subsequent to FIG. 6 in one embodiment of the present invention.
  • FIG. 8 shows the status of each order information and data at the time when the order price of the trail order is updated in the stage subsequent to FIG. 7 in the embodiment of the present invention.
  • FIG. 9 shows the state of each order information and data at the time when the trail order is executed and the accumulated profit / loss is calculated in the stage subsequent to FIG. 8 in the embodiment of the present invention.
  • FIG. 10 shows the state of each order information and data when the trigger order once executed is revalidated in the subsequent stage from FIG. 9 in the embodiment of the present invention.
  • FIG. 11 is a schematic diagram showing a relationship between a market price and a trail order according to an embodiment of the present invention.
  • FIG. 12 is a schematic diagram showing a relationship between a trail order and a market price after a trigger order once executed is validated again in the embodiment of the present invention.
  • FIG. 13 shows the order information when the plurality of trigger order information is executed and the plurality of trail orders are activated based on the trigger order information in the subsequent stage from FIG. 10 according to the embodiment of the present invention.
  • the state of the data is not limited to the state of the data.
  • FIG. 14 shows the state of each order information and data at the time when a plurality of trail orders are executed and the cumulative profit / loss is calculated in the stage subsequent to FIG. 13 in the embodiment of the present invention.
  • FIG. 15 shows the status of each order information and data at the time when each trigger order executed once becomes valid again in the stage subsequent to FIG. 14 in the embodiment of the present invention.
  • FIG. 16 is a schematic diagram showing a relationship between a market price and a trail order in the embodiment of the present invention.
  • FIG. 17 is a schematic view showing a trade order input screen according to another embodiment of the present invention.
  • FIG. 18 is a schematic diagram showing a preview screen, similarly.
  • FIG. 19 is a schematic diagram showing a preview screen, similarly.
  • FIG. 20 is also a schematic diagram showing a preview screen.
  • FIG. 21 is a schematic diagram showing a preview screen, similarly.
  • FIG. 22 is a schematic diagram showing a preview screen, similarly.
  • FIG. 23 is a schematic diagram illustrating an example of a trigger setting table.
  • FIG. 24 is a schematic diagram of the relationship between the market price and the trail order according to another embodiment.
  • FIG. 25 is a schematic diagram showing the relationship between the market price and the trail order in the other embodiment.
  • FIG. 26 is a schematic diagram of the relationship between the market price and the trail order according to another embodiment.
  • FIG. 1 is a schematic configuration diagram showing an order processing management system of the present invention.
  • reference numeral 1 denotes a customer terminal device.
  • the customer terminal device 1 may be a computer having the display unit 2 and the operation unit 3, and is typically a desktop personal computer or a portable smart phone.
  • This customer terminal device 1 is configured to be connected to an order processing management device (hereinafter simply referred to as “management device”) indicated by 5 in the figure via the Internet 4.
  • management device an order processing management device
  • the management device 5 includes a program storage unit 6 and a data storage unit 7 which are connected to a CPU, RAM, and input / output interface (not shown) via a connection bus.
  • the program storage unit 6 and the data storage unit 7 are writable storage media such as a hard disk.
  • a trail transaction setting input unit 8 for inputting trail setting information including trigger setting information and trail width information and a trigger order are generated based on the input trigger setting information.
  • Trigger order information processing unit 9 a trail order information processing unit 10 for generating a trail order based on the input trail width information, and between the trigger order information processing unit 9 and the trail order information processing unit 10.
  • a continuous order generation unit 11 that enables continuous ordering of trigger order information by interposing them in a coordinated operation, a cumulative profit / loss calculation unit 12 that calculates the cumulative profit / loss of the continuous trigger order, and a display unit of the customer terminal device 1
  • the basic processing unit 13 for creating an interface and executing basic order processing for “2” is stored.
  • the trail transaction setting input unit 8 includes a trigger transaction information input receiving unit 15 that receives input of trigger setting information, and a trail width information input receiving unit 16 that receives trail width information.
  • the trigger order information processing unit 9 includes a trigger order generation unit 17 that generates a trigger order based on the input trigger setting information, and a trigger order contract observation unit 18 that observes the execution of a valid trigger order.
  • the trail order information processing unit 10 includes a trail order generation unit 19 that individually generates a trail order related to a specific trigger order, and a trail order execution observation unit 20 that monitors the execution of the trail order. Is provided.
  • the core processing unit 13 includes a customer authentication processing unit 22 that performs customer authentication processing, an order review unit 23 that performs order review of trigger orders, and a correction / cancellation processing unit that processes correction and cancellation of trigger orders. 24 and an order processing unit 25 for processing the trigger order and the trail order are stored.
  • the trail transaction setting information 27 input by the trail transaction setting input unit 8 the trigger order information 28 generated by the trigger order generation unit 19, the processed trigger order and trail The order history information 29 for recording the order is stored.
  • Each of these components and each of the information 8 to 29 are actually computer software programs or data, which are called up on the RAM by the CPU and expanded and executed, thereby constituting each component of the present invention. It functions.
  • the basic software (OS), various drivers, and the like that cause the computer to perform such operations are omitted from the illustration and description because they are not related to the embodiment of the present invention.
  • the customer authentication processing unit 22 of the basic processing unit 13 performs customer authentication using account information such as an ID / password (step S1).
  • the trail transaction setting input unit 8 in order for the trail transaction setting input unit 8 to accept the trigger information by the trigger transaction information input receiving unit 15 and the trail width information by the trail width information receiving unit 16, the new order reception shown in FIG.
  • the screen 31 is transmitted and displayed on the customer terminal, and the setting information is input (step S2).
  • the new order acceptance screen 31 in this embodiment has three menu tabs 32, 33, 34 of "ordering", “correction”, and “cancellation", and the input of the trigger order and trail width information is the "ordering". From the menu tab 32.
  • the “order” screen 32 includes a basic item input unit 35, a trigger setting information input unit 36, a trail width information input unit 37, and an expiration date input unit 38.
  • basic item input unit 35 as “basic item”, a type of sale (order type input unit 40), a quantity (quantity input unit 41), and a currency pair (currency pair specifying unit 42) are respectively specified or input. It has become.
  • currency pairs are two types of currency that can be traded with each other, such as “USD / JPY” for US dollars and yen, and “EUR / JPY” for European euros and yen.
  • USD / JPY for US dollars and yen
  • EUR / JPY for European euros and yen.
  • FIG. 3 an example is shown in which a dollar-yen transaction of a purchase order and a quantity of 100,000 currencies is designated.
  • trigger order installation information including a reference price 44, a trend direction 45, a trigger installation width 46, and a number 47 is input.
  • 100 (100.000) yen is the starting point (base price determined based on the market price)
  • the trigger installation direction is “Up” from “Up”, “Down”, “Up / Down” pull-down 45.
  • three triggers are set with an installation width of 2 yen.
  • the trail width information input unit 37 inputs the trail width 49.
  • the trail width information input unit 37 may display a recommended trail width value based on the market price by default. In this case as well, the recommended range can be changed at the customer's discretion, but the input value may be limited so that it is not set too far from the market price.
  • the expiration date input unit 38 is configured to input an end date 50 of the expiration date. This expiration date may be an option.
  • the setting information for the trail order input as described above is the trail transaction setting information 27 (see FIG. 1). It is stored in the data storage unit 7.
  • an alert that prompts the customer to add or correct before sending You may make it display.
  • FIG. 4 is a setting information table for storing trail transaction setting information 27 input in this way.
  • FIG. 5 is a trigger setting table that defines the trigger order information 28.
  • the trigger order price is stored in association with the transaction ID and the trigger order ID.
  • this step is started when the customer selects the “order” tab 32 from the three tabs 32, 33, and 34 of “order”, “correction”, and “cancel”.
  • the order tab 32 may be displayed.
  • each trigger order information 28 generated and validated is shown in FIG. 5 as described later.
  • step S3 is performed by the order review unit 23 of the basic processing unit 13 based on this setting.
  • This order review is to check the validity of the input made by the customer on the order screen 60, based on the market price of each currency, laws such as the Financial Instruments and Exchange Act, and various regulations such as the Financial Futures Trading Association. And those based on the viewpoint of customer protection.
  • the trigger order generator 17 If the trail installation information is OK in this order review, the trigger order generator 17 generates and validates the trigger order information and displays it along with the trigger order ID on the customer terminal as shown in FIG. 6 (step S4). ).
  • step S5 the process is terminated as an error.
  • step S5 For some products based on customer protection (eg, double-deck check), only alerts are displayed to the customer, and if the input content does not seem to be corrected, the customer The content of the input may be allowed as being aware of some risk that may occur. Moreover, you may make it alert
  • the trigger order generation unit 17 When the trail installation information is OK (steps S4 and S7), the trigger order generation unit 17 generates and validates the trigger order information. As a result, a table about order information as shown in FIG. 6 is displayed on the display unit 2 of the customer terminal device 1 together with each order ID.
  • 60 is a transaction ID.
  • 61 to 65 are for trigger order information
  • 61 is an order ID of the trigger order.
  • 62 indicates the type of buying and selling specified by the order type input unit 40
  • 63 indicates the state of the trigger order
  • 64 indicates order conditions such as stop limit and limit price
  • 65 indicates the order price.
  • 69 is an order price
  • 70 is a column for displaying the total evaluation profit / loss for the order ID.
  • Reference numerals 66 to 70 are columns for trail order information corresponding to the trigger order, but are blank at this stage. 66 is provided as a column for displaying trade width, 67 is the state of trail transaction, and 68 is a column for displaying the trail width input by the trail width information input unit 37. In this example, a continuous trigger order ID is assigned to all trigger order information, but an individual ID may be defined for each transaction ID.
  • FIG. 6 shows an example in which a stop order is designated as a trigger order from order ID # 1 to # 3. If the current market price is 99 yen, order ID # 1 changes from there. Is set to “100 yen”, “102” for # 2, and “104 yen” for # 3.
  • each trigger order information is generated by the trigger order generation unit 17
  • the status of all orders is “valid”, no trail order has been generated, and the continuous count indicating the number of consecutive transactions and the cumulative profit / loss Is also 0 (step S7).
  • step S8 S9 is repeated by the trigger order execution observation unit 18, and as a result, the market price fluctuates and becomes “100 yen” as shown in the figure, the trigger order ID # Since the order price “100 yen” of 01 is satisfied, the order is executed and processed by the order processing unit 25 of the basic processing unit 13.
  • 11 and 12 are schematic diagrams showing the trigger order ID # 1 and the corresponding trail order flow in relation to the market price.
  • a solid line 75 represents changes in the market price, and a dotted line 76 represents changes in the trail price.
  • the trail price is set to the amount (99 yen) minus the trail width (1 yen) (white circle 78).
  • the trigger order contract observation unit 18 notifies the continuous order generation unit 11 of this, and counts up the number of consecutive orders (71-1) to “1” (FIG. 7, step). S10).
  • the continuous order generation unit 11 notifies the trail order information processing unit 10 that the trigger order with the order ID # 1 has been executed.
  • the trail order generator 19 In response, the trail order generator 19 generates a new trail order based on the trail width information (step S11).
  • FIG. 7 shows this state. If the corresponding trigger order ID # 01 is “Buy”, the trade type here is “Sell” opposite to it.
  • an amount (99.010 yen) obtained by subtracting the trail width (1 yen) from the current market price (100.010) is set.
  • the trail order contract observation unit 20 executes the contract observation cycle (S12 to S15).
  • the market price rises from 100 yen at the above-mentioned time and reaches 101.5 yen, for example, exceeding the trail width as shown in FIG.
  • the order price (trailer price) of the corresponding settlement trail is also updated accordingly (S14).
  • the trail order execution observation unit 20 notifies the continuous order generation unit 11 of the fact.
  • the continuous order generation unit 11 notifies the trigger order information processing unit 9 based on the fact that the trail order corresponding to the trigger order of the trigger order ID # 1 has been executed, and the trigger order generation unit 17
  • the trigger order of ID # 1 is validated again (FIG. 10).
  • the information on the trail order information stored in the memory of the trail order information processing unit is deleted (step 16), and the trail order price is no longer observed.
  • the cumulative loss calculation unit 12 calculates the cumulative profit / loss (step S17), and the cumulative total is calculated as (72-1) shown in FIG.
  • the profit / loss is updated.
  • FIGS. 13 to 15 show the display on the display unit 2 of the customer terminal device 1 when such a sales order is further made.
  • FIG. 16 is a schematic diagram showing the relationship between the trail price and the market price. Black circles # 1 to # 3 represent “buy” promises by stop or limit prices, and white squares 80 represent “sell” promises by trails. The range A surrounded by a two-dot chain line is shown in FIGS. 13 to 15, that is, after the trigger orders with order IDs # 1 to # 3 are executed (black circles # 1 to 3) and the corresponding trail orders are activated. , Until the market price is reversed and these trail orders are executed).
  • the order price of the settlement trails with order IDs # 1 to # 3 rises along with the rise in the market price. That is, when the market price reaches 104.5 yen, all three are automatically corrected to 103.5 yen. Once the market price reverses from 104.5 yen and falls and reaches 103.5 yen, these are simultaneously executed.
  • the functions of the continuous order generation unit 11, the trail order information processing unit 10 and the trigger order information processing unit 9 re-activate the trigger order based on the same parameters and the like, and generate and execute the trail order.
  • the transaction can be repeated and continuous.
  • the backbone processing unit 13 is provided with a correction / cancellation processing unit 24.
  • the trail width and the expiration date can be changed. Although it is based on the individual change from the setting list displayed by selecting the “change” menu tab 72, the trail order that is already valid is excluded.
  • cancellation is performed by individually specifying from the setting list displayed by selecting the “Cancel” menu tab 73. However, trail orders that are already valid are excluded.
  • the menu tab is selected on the operation screen 31.
  • a button for displaying a detailed list is prepared on the screen without using this method, and the displayed list list is displayed. It is also possible to prepare a “correction” or “cancel” button and use it.
  • FIG. 17 shows an example of a new order reception screen 31 ′ that is optimized not only for the cases (1) and (2) but also for cases (1 ′) and (2 ′). It is.
  • the trigger installation direction can be selected.
  • reference numeral 85 is shown in the figure.
  • “Up” is automatically labeled as the trigger setting direction
  • “Sell” order is selected, “Down” is labeled (not shown), and the trigger installation direction is automatically set It is set up.
  • the transaction setting input unit 8 displays a preview image of the transaction as shown in FIGS. 18 to 22 on the new order reception screen 31 ′, for example. It is displayed in the space below.
  • FIG. 18 shows a preview image displayed in the initial state in which the transaction type and the base price are not set on the new order reception screen 31 ′, and (1), (2), (1 ′), All the states of (2 ′) are listed.
  • FIG. 19 is a preview image that is displayed when the “buy” order is selected in the transaction type input unit 40 of the new order acceptance screen 31 ′ of FIG. 17, and in this case, as described above, the trigger The installation direction 85 is automatically set to “upward”.
  • the selection of the “buy” order as the trigger transaction type 40 is selected when the market is in an upward trend, and generally the reference price (starting point of trigger installation) 44 is set higher than the current market price.
  • FIG. 20 is a preview image displayed when the “selling” order is selected.
  • the trigger installation direction 85 is automatically set to “downward”.
  • the selection of the “sell” order with the trigger transaction type is selected when the market is in a downward trend, and generally the reference price (starting point of the trigger setting) is set lower than the current market price.
  • the current price price is set as the trigger setting base price 44 (starting point).
  • the preview screen shown in FIG. 21 is displayed to indicate that the set trigger order is not immediately effective but is on standby. .
  • FIG. 22 shows that after the user selects the “Sell” order in the transaction type input unit 40 of the new order acceptance screen 31 ′ of FIG. 17, the reference price 44 (starting point) for trigger installation is higher than the current market price.
  • This is a preview screen when a high price is set (corresponding to the case of (2 ′) above).
  • FIG. 23 and FIG. 24 show the trigger setting reference price 44 in the case of (1 ′) above, that is, after the user selects the “buy” order in the transaction type input unit 40 of the new order acceptance screen 31 ′ of FIG. (Starting point)
  • An example of trigger order setting when a price lower than the current market price (indicated by reference numeral 86 in FIG. 24) is set as (order ID # 1 in FIGS. 23 and 24) is shown.
  • the trigger order generation unit 17 generates the trigger orders # 1 to # 3, but does not enable them, and sets them to the “standby” state (see the state column 63 in FIG. 23).
  • the duplicate trail transaction is substantially in the “reserved state”. This allows the user to set “buy” and “upward” triggers regardless of the current market price.
  • FIG. 25 shows a state in which the current market price has moved from the state of FIG. 24 and the reference price has been touched.
  • the trigger order generation unit 17 monitors a waiting trigger order, and if the current market price moves and touches the reference price, the trigger order generation unit 17 validates the states of trigger orders # 1 to # 3. Thus, the states of the trigger orders # 1 to # 3 are the same as those shown in FIG. 6 (“valid”).
  • FIG. 26 shows a state after trigger orders # 1 to # 3 are activated.
  • the current market price declines as it is after touching the base price, but immediately reverses and rises.
  • the market price further increases, and trigger order # 1 is executed at the current market price at that time, and the state of trigger order # 1 is “confirmed” as in FIG. Is shown.
  • the trail order generation unit 19 When this is observed by the trigger order contract observation unit 18, the trail order generation unit 19 generates a sale trail order and makes it valid as in FIG.
  • each duplicate trail order can be canceled from the “Cancel” tab on the new order acceptance screen 31 in FIG. 3, but not only the manual cancellation but also the accumulated profit amount or loss amount.
  • the transaction may be automatically stopped based on the above.
  • reference numeral 87 indicates an input column for the accumulated transaction profit / loss for that purpose.
  • the correction / cancellation processing unit 24 observes the cumulative loss calculated by the cumulative profit / loss calculation unit 12 and automatically cancels the transaction based on the limit 87.
  • Trigger order information 29 ... Order history information 31 ... Trail order screen 32 . Order menu tab 33 ... Correction menu tab 34 ... Cancel menu tab 35 ... Basic Eye input section 36 ... trigger setting information input unit 36 37 ... Trail width information input part 51 ... Trail order start button

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Abstract

La présente invention concerne un dispositif de gestion/traitement d'ordre de produit financier qui traite des informations d'ordre de produit financier. Ledit dispositif de gestion/traitement d'ordre de produit financier comprend : une unité principale de réception d'entrée d'ordre qui reçoit l'entrée d'un ou de plusieurs éléments d'informations d'ordre de déclenchement pour réaliser un ordre de suivi de produit financier ; une unité de réception d'informations de plage de suivi qui reçoit l'entrée d'informations de plage de suivi pour l'ordre de suivi ; une unité de génération d'ordre de suivi qui, sur la base d'un des ordres de déclenchement qui a été contracté, génère des informations d'ordre de suivi concernant les informations de l'ordre de déclenchement contracté sur la base des informations de plage de suivi et d'un prix de contrat des informations d'ordre de déclenchement ; et une unité de génération continue d'informations d'ordre qui, sur la base d'un ordre de suivi qui a été contracté, rend de nouveau effectives les informations de l'ordre de déclenchement contracté correspondant à l'ordre de suivi.
PCT/JP2017/046180 2016-12-22 2017-12-22 Dispositif et procédé de gestion/traitement d'ordre de produit financier WO2018117259A1 (fr)

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JP2018521139A JP6425853B1 (ja) 2016-12-22 2017-12-22 金融商品の注文処理管理装置及び方法

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JP2016-249973 2016-12-22
JP2016249973 2016-12-22

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CN112132668A (zh) * 2020-10-30 2020-12-25 深圳市富途网络科技有限公司 一种处理订单的方法及装置
JP7030294B1 (ja) 2020-10-19 2022-03-07 株式会社シンフォー 注文処理管理システムおよび注文処理管理方法
JP7493224B2 (ja) 2020-07-06 2024-05-31 ジーフィット株式会社 情報処理装置及びコンピュータプログラム

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JP7493224B2 (ja) 2020-07-06 2024-05-31 ジーフィット株式会社 情報処理装置及びコンピュータプログラム
JP7030294B1 (ja) 2020-10-19 2022-03-07 株式会社シンフォー 注文処理管理システムおよび注文処理管理方法
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