WO2020209633A2

WO2020209633A2 - Fx margin trading rent transaction method having rental position setting function

Info

Publication number: WO2020209633A2
Application number: PCT/KR2020/004829
Authority: WO
Inventors: 박웅
Original assignee: 박웅
Priority date: 2019-04-10
Filing date: 2020-04-09
Publication date: 2020-10-15
Also published as: WO2020209633A3; KR102060274B1

Abstract

The present invention relates to a foreign exchange margin trading (FX margin trading) rent transaction method having a rental position setting function, in which for a rent transaction product selected by a company server that provides an FX margin trading rent transaction service having a rental position setting function through a member terminal, when a rent transaction amount for setting a rental position to achieve a member's desired rate of return and a rental start time desired by the member are set and a rent transaction is requested, the company server automatically sets, on the basis the rental start time, a rental stop position indicating disqualification from a loss by difference of the rent transaction amount and a rental limit position indicating realization of a profit of the rent transaction amount, and then, the company server determines whether the corresponding rent transaction product reaches the rental stop position or the rental limit position according to an exchange rate fluctuation value in an FX margin trading market from the rental start time desired by the member, such that the rent transaction is performed. According to the present invention, when carrying out an FX margin trading rent transaction having a rental position setting function, since the member can, by direct selection or direct input, set the rental start time desired by the member and the rent transaction amount for setting the rental position to achieve a rate of return, the member can learn the habit of entering a long position or a short position so as to achieve the member's desired rate of return when carrying out actual FX margin trading.

Description

FX margin trading rental trading method equipped with a rental position setting function

The present invention relates to a foreign exchange margin trading rental trading method, and more particularly, to an FX margin trading rental trading method having a rental position setting function.

1 is a block diagram showing the mechanism of FX margin trading.When an investor pays a consignment margin for a transaction to a domestic futures company and places a trading order, a domestic futures company immediately places the trading order into an overseas foreign exchange brokerage company (FCM). Foreign exchange brokerage firms (FCM) collect orders from investors from all over the world and hand them over to international banks where they trade.Generally, FX margin trading products are divided into buy and sell positions. Investors' orders are processed by looking for other banks that can accept orders in the Interbank Market and handing over the order.

At this time, the processed order is processed and notified to the investor, and at any time, the investor can buy/sell the processed order to liquidate it.

FX margin trading is a type of financial investment transaction that realizes a margin through the purchase or sale of heterogeneous currency pairs that are distinguished by the base currency and the counter currency, and is characterized by a two-way profit structure that allows entry into both a buy position or a sell position.

For example, taking the dollar/yen (USD/JPY) as an example, if you enter the long FX margin trading position when the exchange rate of yen per dollar is 100 yen, the exchange rate of the dollar rises to 120 yen per dollar and the yen If the exchange rate falls, you can get a profit of 20 yen by exchanging 1 dollar for 120 yen.

On the contrary, if the exchange rate of the yen per dollar is 100 yen and the FX margin trading is entered into the sell position, then the exchange rate of the dollar decreases to 80 yen per dollar, and the exchange rate of the yen rises, exchanging 1 dollar for 80 yen. By doing this, you can get a profit of 20 yen.

A rental transaction method for FX margin trading as described above is published in Patent Document 1 and Patent Document 2.

As for the rental transaction methods of FX margin trading published in Patent Document 1 (KR10-1695229 B1) and Patent Document 2 (KR10-1716403 B1), the rental start time and rental end time of the FX margin trading products held by the company server are both. By dividing by a predetermined rental start time period and setting a stop position indicating loss disqualification and a limit position indicating profit realization, a divided long position product or a divided short position product is created to perform rental transactions.

In this way, the FX margin trading product held by the company server is divided by the rental start time and the rental start time set in advance, and a stop position indicating loss of loss and a limit position indicating profit realization are set. The method of making a rental transaction with a short position product is from a member's point of view, the member cannot freely select the rental start time desired by the member, and a rental position to achieve the desired rate of return (e.g., stop position indicating loss disqualification and realization of profit) Since the limit position indicated) cannot be freely set, it is not possible to acquire the habit of entering a buy or sell position in order to achieve the desired rate of return of a member when trading an actual FX margin.

In fact, while the exchange rate fluctuation value in the FX margin trading market changes from moment to moment, the member can easily achieve the desired rate of return by entering the buy position or the sell position at the desired timing, while the member starts renting that he does not want. If you are bound by the time of day and do rental transactions, it is easy to be disqualified for damages and lose your rental transaction money.

The present invention is to solve the conventional problems as described above, and an object of the present invention is for a rental transaction product selected by a company server that provides an FX margin transaction rental transaction service equipped with a rental position setting function through a member terminal. When a rental transaction is requested after the rental transaction amount and the rental start time desired by the member are set to set the rental position to achieve the member's desired rate of return, a rental stop indicating the disqualification of the loss of the rental transaction amount based on the rental start time. After automatically setting the position and the rental limit position that represents the realization of the margin of the rental transaction, the rental transaction product is the rental stop position or the rental limit according to the exchange rate fluctuation value in the FX margin trading market from the rental start time desired by the member. It is to provide a FX margin trading rental trading method equipped with a rental position setting function that determines whether a position is reached and performs a rental transaction.

In order to achieve the object of the present invention as described above, the FX margin trading rental transaction method with a rental position setting function according to the present invention includes a company server providing an FX margin transaction rental transaction service equipped with a rental position setting function. A first process of selecting some or all of at least one FX margin trading product possessed for actual FX margin trading as a rental trading product by paying consignment margin and spread costs in the FX margin trading market; FX Margin Transaction with Rent Position Setting Function Request for Rent Transaction Service When a member terminal used by a member connects to the company server and logs in, the company server sets a rental position to achieve the member's desired rate of return for the rental transaction product. A second process of setting a rental transaction amount and a rental start time desired by the member, and displaying a rental transaction application screen for requesting a rental transaction on the member terminal; And when a rental transaction is requested through the rental transaction application screen, the company server receives the payment in advance for the rental transaction amount, and a rental stop position indicating the disqualification of the loss of the rental transaction amount based on the rental start time and realization of the margin of the rental transaction amount. After automatically setting the rental limit position indicated, the rental transaction is conducted by determining whether the rental product reaches the rental stop position or the rental limit position according to the exchange rate fluctuation value in the FX margin trading market from the rental start time desired by the member. It characterized in that it consists of; a third process to perform.

In the FX margin trading rental transaction method having a rental position setting function according to the present invention, in the second process, a rental transaction amount and a member for setting a rental position to achieve a desired rate of return for the rental transaction product When a member directly inputs and sets a desired rental start time, the number of rental transactions currently available for rental transactions is automatically displayed, and a rental transaction application screen for applying for a rental transaction is displayed on the member terminal.

In the FX margin trading rental transaction method having a rental position setting function according to the present invention, in the second process, a rental transaction amount and a member for setting a rental position to achieve a desired rate of return for the rental transaction product The member directly selects and sets a desired rental start time, and a rental transaction application screen for requesting a rental transaction is displayed on the member terminal.

In the FX margin trading rental transaction method having a rental position setting function according to the present invention, in the third process, only the rental transaction amount among the rental transaction amount and the rental start time is input through the rental transaction application screen, and a rental transaction is requested. Then, the company server sets the rental start time desired by the member as the start time of the next time zone previously agreed upon by the member and the company based on the time when the rental transaction is requested.

In the FX margin trading rental transaction method having a rental position setting function according to the present invention, in the third process, only the rental start time of the rental transaction amount and the rental start time is input through the rental transaction application screen, and the rental transaction price When requested, the company server sets the standard rental transaction amount agreed in advance by the member and the company as the rental transaction amount at the rental start time.

According to the present invention, a member can directly input or directly select and set the rental transaction amount and the rental start time desired by the member to set the rental position to achieve the rate of return in the FX margin transaction rental transaction equipped with a rental position setting function. In actual FX margin trading, members can acquire the habit of entering a buy or sell position to achieve the desired rate of return.

1 is a block diagram showing a mechanism of a typical FX margin trading.

Figure 2 is a block diagram showing the configuration of a system for performing the FX margin trading rental trading method having a rental position setting function according to the present invention.

3 is an embodiment of a rental transaction request screen according to the present invention.

4 is another embodiment of a rental transaction request screen according to the present invention.

5 is an embodiment of a screen notifying a rental transaction result according to the present invention.

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

Referring to FIG. 2, a system for performing the FX margin trading rental transaction method having a rental position setting function according to the present invention includes a company server 10 and a member terminal 20.

The company server 10 is operated by a company providing an FX margin trading rental transaction service with a rental position setting function, and through the member terminal 20 and a wired/wireless communication network (eg, wired Internet, wireless Internet, mobile phone network, etc.) Performs the FX margin trading rental trading method equipped with a rental position setting function while communicating.

As the company server 10, it is preferable to use a server computer, a personal computer, a desktop, etc. capable of communicating through a wired or wireless communication network (eg, wired Internet, wireless Internet, mobile telephone network, etc.).

The member terminal 20 is used by a member of the FX margin transaction rental transaction service with a rental position setting function, and through the company server 10 and a wired/wireless communication network (eg, wired Internet, wireless Internet, mobile phone network, etc.) Performs the FX margin trading rental trading method equipped with a rental position setting function while communicating.

The member terminal 20 uses a personal computer, desktop, mobile communication device (eg, smartphone, tablet, notebook, etc.) capable of communicating through a wired or wireless communication network (eg, wired Internet, wireless Internet, mobile phone network, etc.). It is desirable.

The FX margin trading rental trading method having a rental position setting function according to the present invention by the system configured as described above is performed as follows.

First, the company server 10 bears consignment margin and spread costs in the FX margin trading market, and selects some or all of the at least one FX margin trading product held for the actual FX margin trading as a rental trading product (first 1 course).

At this time, it is preferable that the company server 10 has at least one long FX margin trading product and selects some or all of the long FX margin trading products currently held as a rental trading product.

In contrast, it is preferable that the company server 10 has at least one short position FX margin trading product and selects some or all of the currently held short position FX margin trading products as rental trading products.

In the state where the company server 10 has selected the rental transaction product as above, the member terminal 20 used by the FX margin transaction rental transaction service request member equipped with a rental position setting function accesses the company server 10 Upon logging in, the company server 10 sets a rental transaction amount for setting a rental position for achieving the member's desired rate of return for the rental transaction product and a rental transaction for setting the rental start time desired by the member and applying for a rental transaction. The application screen is displayed on the member terminal 20 (second process).

3 is an embodiment of a rental transaction application screen according to the present invention, where a member directly inputs a rental transaction amount and a rental start time desired by the member to set a rental position for achieving the member's desired rate of return for the rental transaction product This is a rental transaction application screen where you set up and apply for a rental transaction.

By operating the input button shown on the rental transaction application screen of Fig. 3, the member using the member terminal 20 has the rental transaction amount and himself/herself to set the rental position for achieving the desired rate of return for the rental transaction product. If you directly enter and set the desired rental start time, the number of rental transactions currently available for rental transactions is automatically displayed on the rental transaction application screen.

For example, when the rental transaction amount and the rental start time are input through the operation of the input button shown on the rental transaction application screen of FIG. 3, the color of the traffic light is sequentially changed to blue, yellow, and red, and the number of remaining products, or large, medium, The number of remaining products or large, medium, and small can be displayed by displaying small or by changing the color and level gauge inside the traffic light.

3 illustrates a traffic light for displaying the quantity of products remaining, but the quantity of products remaining can be displayed in various ways using numbers or letters.

In this case, the rental start time is preferably input up to the unit of year, month, day, hour, and minute.

For example, a member has a rental transaction amount of 50,000 won to set a rental position to achieve a desired rate of return by manipulating the input button and a rental start time of March 16, 2019 that he or she wants to be set by directly entering After that, click the Apply button to apply for a rental transaction.

Accordingly, the company server 10 receives the rental transaction amount of 50,000 won in advance and the rental stop position indicating the disqualification of the loss of the rental transaction amount of 50,000 won as of 15:10 on March 16, 2019 at the rental start time. And after automatically setting the rental limit position representing the realization of the profit of the rental transaction amount of 50,000 won, the rental start time desired by the member from 15:10 on March 16, 2019, according to the exchange rate fluctuation value in the FX margin trading market. A rental transaction is performed by determining whether the transaction product reaches the rental stop position or the rental limit position (3rd step).

If, through the rental transaction application screen of FIG. 3, the member inputs only the rental transaction amount and the rental transaction amount among the rental start time and presses the request button to apply for a rental transaction, the company server 10 applies for the rental transaction price. The rental start time that the member wants to set the start time of the next time zone (e.g., the start time of the next one squad, the start time of the next three squads, the start time of the next five squads, etc.) Set to to perform rental transactions.

On the contrary, if a member inputs only the rental start time among the rental transaction amount and the rental start time through the rental transaction application screen of FIG. 3 and applies for a rental transaction by pressing the request button, the company server 10 The rental transaction is performed by setting the standard rental transaction amount (e.g., KRW 50,000) agreed in advance by the company as the rental transaction amount at the start time of the rental.

4 is another embodiment of the rental transaction application screen according to the present invention, in which the member directly sets the rental transaction amount and the rental start time desired by the member to set the rental position for achieving the member's desired rate of return for the rental transaction product. This is a rental transaction application screen where you select and set up and apply for a rental transaction.

As shown in the rental transaction application screen of Fig. 4, the rental transaction amount of any one of the rental transaction amounts displayed in the rental transaction amount row (e.g., 5,000 won, 10,000 won, 50,000 won, 100,000 won, 500,000 won) and the rental time displayed in the column When an application button located at a point where any one of the rental times (e.g., 1 minute, 3 minutes, 5 minutes) intersects is selected, the corresponding rental transaction amount and the rental start time are set, and a rental transaction is requested.

At this time, if 1 minute is selected from among the rental time (e.g., 1 minute, 3 minutes, 5 minutes) displayed in the rental transaction amount and the rental time selection column, the start time of the next 1 minute based on the current time on the rental transaction application screen of FIG. The rental start time selected by this member is set. For example, when the current time is 13:09:10, if one minute is selected among the rental transaction amount and rental times (e.g., 1 minute, 3 minutes, 5 minutes) displayed in the above-described rental transaction amount and the rental time selection column, the start time of the next minute is 13 Hours 10 minutes 00 seconds is set as the rental start time selected by the member.

At this time, if 3 minutes is selected among the rental time (e.g., 1 minute, 3 minutes, 5 minutes) displayed in the rental transaction amount and the rental time selection column, the start time of the next 3 minutes based on the current time on the rental transaction application screen of FIG. The rental start time selected by this member is set. For example, when the current time is 13:09:10, if 3 minutes is selected among the rental transaction amounts and rental times (e.g., 1 minute, 3 minutes, 5 minutes) displayed in the above-described rental transaction amount and the rental time selection column, the start time of the next 3 minutes is 13 Hours 12:00 is set as the rental start time selected by the member.

At this time, if 5 minutes is selected among the rental time (e.g., 1 minute, 3 minutes, and 5 minutes) displayed in the rental transaction amount and the rental time selection column, the start time of the next 5 minutes based on the current time on the rental transaction application screen of FIG. The rental start time selected by this member is set. For example, when the current time is 13:09:10, if 5 minutes is selected among the rental transaction amount and rental times (e.g., 1 minute, 3 minutes, 5 minutes) displayed in the above-described rental transaction amount and the rental time selection column, the start time of the next 5 minutes is 13 Hours 14: 00 is set as the rental start time selected by the member.

In this way, members can directly select and set the rental start time they want.

On the other hand, when a member using the member terminal 20 manipulates the input button shown on the rental transaction application screen of FIG. 4, the desired rate of return for the rental transaction product is achieved in the same manner as described with reference to FIG. You can directly enter the rental transaction amount and the rental start time you want to set the rental position to set and apply for a rental transaction.

After the rental transaction is requested as described above, the company server 10 may display a graph of real-time exchange rate fluctuation values in the FX margin trading market on the member terminal 20 from the rental start time of the rental transaction product.

In addition, when the exchange rate fluctuation value of the rental transaction product currently being rented reaches the rental stop position after the rental start time desired by the member, the company server 10 determines the loss of loss and terminates the rental transaction of the member. The member terminal 20 is notified.

In addition, the company server 10 determines the realization of profit when the exchange rate fluctuation value of the retro-traded product currently being rented reaches the rental limit position after the rental start time, terminates the rental transaction of the member, and terminates the member terminal. Report to (20).

When the member's rental transaction is terminated in this way, the company server 10 calculates the rental transaction amount of the member who is disqualified for loss as a loss, and calculates the sum of the rental transaction amount of the member whose profit is realized and the profit distribution amount agreed in advance by the member and the company. It is settled as the margin and paid to the member.

After applying for a rental transaction through the rental transaction application screen according to the present Balgoeng shown in FIG. 3 or 4, the member selects the rental transaction result button shown in FIG. 3 or 4 to check the rental transaction result for the retro-traded product. I can.

5 is an embodiment of a screen notifying a rental transaction result according to the present invention, in a rental transaction product of a currency pair (GBP/AUD) consisting of a base currency of British pounds (GBP) and a counter currency of Australian dollars (AUD). It shows the result of the rental transaction for Korea, and assumes that the KRW exchange rate of $1 is 1,000 won. 1 pip described below is set to 0.0001 of the exchange rate unit of a currency pair according to the regulations set by ISO (International Standards Association), and 1 pip is usually worth $10 (10,000 won).

In the first column of the screen of Fig. 5, as described above, the member pays 50,000 won in advance at the purchase position for one rental trading product, and the rental start time is set at 15:10 on March 16, 2019. This is the case of applying for a rental transaction.

In this case, the rental stop position (e.g., 5 pips or less) indicating disqualification for a loss of 50,000 won in the rental transaction amount, and a rental limit position (e.g., 5 pips or more) indicating the realization of a profit of 50,000 won in the rental transaction amount are the company server 10 ), the company's server 10 is the member's desired rental start time on March 16, 2019 at 15:10, the currency pair (GBP/AUD) in pounds and Australian dollars. After the rental transaction starts from the rental start price of 1.12340, the exchange rate fluctuations in the FX margin trading market at 15:20:10 on March 16, 2019 at the rental end time of March 16, 2019 until the rental limit position of 1.12390 or higher, which represents the realization of a margin of 50,000 won in the rental transaction amount. It indicates that the members have realized profits as they rise (↑). At this time, the company server 10 may automatically set a rental limit position representing the realization of a margin of 50,000 won in the rental transaction to 10 pips or more, 20 pips or more, etc., according to an agreement with the member.

In the second column of the screen of Fig. 5, as described above, the member pays a rental transaction amount of KRW 100,000 in advance at a purchase position for one rental transaction, and the rental start time is set at 15:10 on March 17, 2019. This is the case of applying for a rental transaction.

In this case, the rental stop position (e.g., 10 pips or less) indicating disqualification for a loss of 100,000 won in the rental transaction amount, and the rental limit position (e.g., 10 pips or more) indicating the realization of a margin of 100,000 won in the rental transaction amount are the company server 10 ), the company's server 10 is automatically set by the member's desired rental start time on March 17, 2019 at 15:10, the currency pair (GBP/AUD) in pounds and Australian dollars. After the rental transaction starts from the rental start price of 1.12340, the exchange rate fluctuations in the FX margin trading market at 15:20:10 on March 17, 2019 at the rental end time until the rental stop position 1.12240 or less, which indicates the disqualification of the loss of 100,000 won in the rental transaction amount. The decline (↓) indicates that the member was disqualified for loss. At this time, the company server 10 may automatically set a rental limit position representing the realization of a margin of 100,000 won in the rental transaction amount to 20 pips or more, 30 pips or more, etc. according to an agreement with the member.

In the third column of the screen of Fig. 5, as described above, the member pays 500,000 won in advance at the purchase position for one rental trading product, and the rental start time is set at 15:10 on March 18, 2019. This is the case of applying for a rental transaction.

In this case, the rental stop position (e.g., 50 pips or less) indicating disqualification for the loss of the rental transaction amount of 500,000 won and the rental limit position (e.g., 50 pips or more) indicating the realization of the profit of the rental transaction amount of 500,000 won are the company server 10 ), the company's server 10 is automatically set by the member's desired rental start time on March 18, 2019 at 15:10, the currency pair (GBP/AUD) in pounds and Australian dollars. After the rental transaction starts at the rental start price of 1.12340, the exchange rate fluctuations in the FX margin trading market at 15:20:10 on March 18, 2019 at the rental end time until the rental stop position 1.11840 or less, which indicates the disqualification of the loss of 500,000 won in the rental transaction amount. The decline (↓) indicates that the member was disqualified for loss. At this time, the company server 10 may automatically set a rental limit position representing the realization of a margin of 100,000 won in the rental transaction amount to 100 pips or more, 150 pips or more, etc. according to an agreement with the member.

The member selects the view button of the API data item on the rental transaction result screen of FIG. 5, and the exchange rate fluctuation value in the FX margin trading market from the rental start time to the rental end time of the rental transaction product according to the present invention, that is, the loss of the rental transaction result. You can see the screen of the data table that judges the disqualification or realization of profit.

The rental transaction request screen according to the present invention can be implemented as various screens different from the embodiment shown in FIG. 3 or 4, and a screen indicating the rental transaction result according to the present invention is also various screens different from the embodiment shown in FIG. It can be implemented as

As can be seen from the above, according to the present invention, according to the present invention, a member is a rental transaction fee for setting a rental position to achieve a rate of return during FX margin transaction rental transaction through the rental transaction application screen according to the present invention shown in FIG. 3 or 4 Since the user and the member can directly input or select the rental start time they want, they can learn the habit of entering a buy position or a short position to achieve the desired rate of return when trading FX margins.

Claims

FX margin trading with a rental position setting function The company server that provides the rental trading service bears the consignment margin and spread costs in the FX margin trading market, and some or more of at least one FX margin trading product held for actual FX margin trading A first process of selecting all of them as rental transaction products;

FX Margin Transaction with Rent Position Setting Function Request for Rent Transaction Service When a member terminal used by a member connects to the company server and logs in, the company server sets a rental position to achieve the member's desired rate of return for the rental transaction product. A second process of setting a rental transaction amount and a rental start time desired by the member, and displaying a rental transaction application screen for requesting a rental transaction on the member terminal; And

When a rental transaction is requested through the rental transaction application screen, the company server receives the payment in advance for the rental transaction amount, and a rental stop position indicating the disqualification of the loss of the rental transaction amount based on the rental start time, and the realization of the profit of the rental transaction amount. After automatically setting the rental limit position, perform a rental transaction by determining whether the rental product reaches the rental stop position or the rental limit position according to the exchange rate fluctuations in the FX margin trading market from the rental start time desired by the member. The third process;

FX margin trading rental trading method with a rental position setting function, characterized in that consisting of.
The current rental service according to claim 1, wherein in the second process, if a member directly inputs and sets a rental transaction amount and a rental start time desired by the member to set a rental position for achieving the member's desired rate of return for the rental transaction product FX margin trading rental trading method with a rental position setting function, characterized in that the number of available rental transactions is automatically displayed and a rental transaction application screen for applying for a rental transaction is displayed on the member terminal.
The rental transaction according to claim 1, wherein in the second process, the member directly selects and sets the rental transaction amount and the rental start time desired by the member to set the rental position for achieving the member's desired rate of return for the rental transaction product. Forex margin trading rental transaction method with a rental position setting function, characterized in that displaying a rental transaction application screen for applying for a request on the member terminal.
The method of claim 1, wherein in the third process, when only the rental transaction amount is input among the rental transaction amount and the rental start time through the rental transaction application screen, and a rental transaction is requested, the company server is based on the time when the rental transaction is requested. FX margin trading rental trading method with a rental position setting function, characterized in that the starting time of the next time zone agreed upon by the member and the company in advance is set as the rental starting time desired by the member.
The method of claim 1, wherein in the third process, when only the rental start time is entered among the rental transaction amount and the rental start time through the rental transaction application screen, and a rental transaction is requested, the company server is a standard agreed upon by the member and the company in advance. FX margin trading rental trading method equipped with a rental position setting function, characterized in that the rental transaction amount is set as the rental transaction amount at the rental start time.