KR20000058811A - Device for providing information about stocks - Google Patents

Abstract

PURPOSE: An apparatus for providing a stock information is provided for transmitting an information concerning a transaction content and a portpolio of an excellent investor having a high profit or an investor chosen by the customer to the customer in real time. CONSTITUTION: A stock information providing apparatus includes a web server(100) formed of a customer database(130), an investor database(120) and a home page(110). The web server(130) is connected with a stock company(150) and a customer computer(160) through the internet. The investor(120) is a database having an information concerning the investors. The investor database(120) is formed based on the information provided from more than one stock companies(200) on the internet. The stock company(150) has an agreement with the investors which disclose the information on the investment transaction contents. Therefore, it is possible to provide a certain profit to the investors. The home page(110) includes an input portion(112), an investor detail information(114) and a viewer program(116).

Description

Stock information providing device {Device for providing information about stocks}

The present invention relates to a securities information providing apparatus and method for providing securities related information to a customer by using the Internet, and more particularly, to a transaction history and portfolio of an investor having a high yield to the customer or an investor interested in the customer. The present invention relates to a stock information providing apparatus and method for transmitting information in real time using the Internet.

With the recent explosion of cyber stock trading, the average investor has been more likely to place orders directly, and as a result, the stock investor has spent a lot of time and effort trying to find and analyze more and more information to get higher returns. Is pouring. In line with this trend, various securities information sites aimed at general investors are being introduced.

However, the average investor lacks the ability to analyze basic information such as quotes and market conditions, and it is time-constrained. Therefore, the average investor cannot effectively utilize the information provided, and as a result, many of them have low returns. It is being recorded. Therefore, for these general investors, various real investment models rather than general securities information can be very helpful.

However, conventional securities information providing apparatus or securities information providing method selects a stock item that a customer wants to know by using various media such as a telephone or a computer, and general securities such as the current price or trading volume of the stock item. This is done in a way that provides only information. In addition, even if the average investor wants to improve the return on the investment of his or her stock trade by referring to the information on the transaction history or portfolio of other investors who are similar to their investment tendency and have a high yield, they have a similar investment tendency. There is a problem that makes it difficult to find other excellent investors. In addition, even if such an investor is found, there is a problem that the investor does not easily disclose information about his or her transaction history or portfolio. Herein, investment tendency refers to general characteristics such as investment amount, trading pattern, and major trading items, as well as the investor's age and occupation, and the trading patterns are divided into long-term, medium-term, short-term and ultra-short periods. It will be divided into blue wine, small and midsize wine, and KOSDAQ.

The present invention not only discloses the information on the transaction history and portfolio of excellent investors who have similar investment inclinations and high yields or investors who are interested in general investors, but also continuously provides them in real time. By providing a securities information providing device that aims to improve the return rate by presenting a variety of real investment models than general securities information to the general investors.

In addition, in the present invention, in selecting an investment model from which a general investor continuously wants to be provided with transaction details from various real investment models, an investment model of an investor having an investment propensity similar to the investment propensity is selected, or It is an object of the present invention to provide a securities information providing apparatus that satisfies various demands of customers by allowing an investment model of an investor having an investment tendency to be interested.

1 is a block diagram showing a stock information providing apparatus according to the present invention.

2 is a flowchart illustrating the operation of a customer computer in the stock information providing device according to the present invention.

3 is a diagram illustrating a yield verification process according to the present invention.

4 illustrates the investment propensity matching process according to the present invention.

FIG. 5 is an exemplary view of a screen displaying data for investors having an investment tendency most similar to that of a customer in the second embodiment of the present invention. FIG.

6 is an exemplary view of a screen for inputting a stock trading pattern of interest to a customer in a third embodiment of the present invention.

FIG. 7 is an exemplary view of a screen displaying data of investors whose coincidence with the customer among the investors stored in the investor database in the third embodiment of the present invention is greater than or equal to a predetermined value. FIG.

8 is an exemplary view of a screen displaying data on bad investors among investors stored in an investor database in a fourth embodiment of the present invention.

* Description of the symbols for the main parts of the drawings *

130: customer database 120: investor database

110: homepage 100: web server

150: securities company 160: customer computer

112: input section 114: investor details

116: viewer program

In order to achieve the above technical problem, an embodiment of the stock information providing apparatus of the present invention includes an investor database prepared based on information provided from one or more securities companies, customer identification information, and information on the investment tendency of the customer. A web server including a home page including at least a customer database stored therein, an input unit for receiving customer identification information and a propensity to invest in a customer, and an investor details column for displaying detailed information stored in the investor database; And the web server displays information about the best investors determined by the yield verification process to select at least one best investor to the customer, and the transaction history and portfolio of the at least one good investor selected by the customer. Information regarding the above securities companies It receives the transmission characterized in that the continuous transmission in real time to the customer's computer.

The homepage further includes a viewer program for continuously viewing information on the best investor received through the web server from a customer's computer in real time, and the viewer program preferably allows the customer to download from the homepage. Do.

As a second embodiment of the present invention, the information on the investment propensity and the investor data of the customer, which the customer inputs with the personal information by the web server's investment propensity matching process, is not directly selected by the customer. By comparing and reviewing the contents of the base, an excellent investor having an investment tendency most similar to the investment tendency of the customer can be selected, and information about the transaction history and portfolio of the excellent investor can be continuously transmitted to the customer's computer in real time.

As a third embodiment of the present invention, a customer inputs an investment propensity that he or she is interested in as a condition, and a web server inputs investment propensities of investors stored in the investor database by the investment propensity matching process and investment propensities entered by the customer. By comparison, information about the transaction status and rate of return of investors with the most similar investment tendencies can be continuously transmitted in real time to the customer's computer.

As a fourth embodiment of the present invention, the web server compares the investment propensity of the investors stored in the investor database by the investment propensity matching process with the investment propensity of the customer inputted with the personal information, so that the investment is similar to the investment propensity of the customer. With the tendency, you can display to your customers the transaction history and portfolios of other investors with below-standard margins.

According to the present invention, customers who want to be provided with information on securities can be provided with real-time information on the transaction history and portfolio of selected excellent investors or the transaction details and yields of investors with the investment tendency that the customer is interested in. This information, in turn, provides customers with an indicator and model of stock investment, which can improve the return on investment.

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

First, the configuration of the stock information providing apparatus according to the first embodiment of the present invention will be described with reference to FIG. The stock information providing apparatus includes a web server 100 having a customer database 130 and an investor database 120 and having a homepage 110. The web server 100 is a securities company 150 through the Internet. ) And the customer computer 160. Hereinafter, each component is demonstrated in detail.

First, the investor database 120 is a database that stores information about investors. The investor database 120 is constructed based on information provided from one or more securities companies 200 through the Internet. In this case, the securities company 150 may have to agree in advance with investors whose information about the investment transaction history is disclosed and may provide these investors with certain economic benefits. The investor database 120 includes items such as identification information, a yield rate, a trading pattern, a main trading item, and an investment amount of each investor. In this case, it is preferable that the anonymity of each investor is guaranteed with respect to the identification information of each investor. The trading pattern is divided into long-term, medium-term, short-term and ultra-short-term, and main trading items are divided into blue-chip, small- and mid-cap stocks, and KOSDAQ.

In addition, the investor database 120 also includes an item indicating whether each investor is an excellent investor or an investor whose return is below a certain level (hereinafter referred to as a bad investor). As shown in Fig. 3, this is done by a yield verification process.

The yield verification process is a process of determining whether each investor is a good investor or a bad investor based on the trade information of each investor stored in the investor database. For example, if the account holding period is more than 30 business days, the number of transactions is 5 If more than 10 times, if the individual return is more than 10%, if the return ≥ TP + 10%, and if the cumulative return is not -30%, all of the conditions can be judged as an excellent investor. In addition, if the account holding period is more than 30 business days, if the number of transactions is 5 or more times, if the individual rate of return is less than -30%, if all the conditions of the rate of return ≤ Comprehensive index increase-30% are judged as bad investors You can get off. Here, the conditions for judging as a good investor or a bad investor may be changed flexibly according to changes in the stock market.

In addition, the homepage 110 includes at least an input unit 112, an investor details field 114, and a viewer program 116.

The input unit 112 allows a customer who wants to receive information about a security to input his identification information and his stock trading pattern. The items of stock trading patterns to be input include, for example, trading patterns, main trading items, investment amounts, and the like. In addition, you can enter the age and occupation of the customer. Thus, it is preferable to build the customer database 130 on the web server 100 based on the information of the customer input through the input unit. The customer database 130 may be able to provide a service of investment analysis for the customer by further adding information about the transaction history and portfolio actually traded by the customer after the customer actually trades.

The investor detailed information field 114 helps to facilitate the judgment of the customer by displaying the information on the best investor among the data stored in the investor database 120 on the screen of the homepage for the customer to easily see.

The viewer program 116 preferably allows a customer who accesses the homepage through the Internet to download information after inputting information about the customer. The viewer program is a program that allows a customer to easily view real-time information on the transaction history and portfolio of excellent investors provided by the web server, and the customer may download the viewer program downloaded from the homepage 110 on the customer's computer. By doing so, you can always see information about your top investors in a portion of the monitor, regardless of what is currently going on on your computer.

Next, the operation of the stock information providing apparatus according to the first embodiment will be described.

First, a customer who wants to receive securities information registers as a customer for receiving a service of providing securities information by inputting information about the customer himself through the input unit 112. The registered customer downloads the viewer program 116 provided on the homepage 110. Then, the web server 100 builds a customer database 130 based on the input information of the customer. In addition, the web server 100 builds an investor database 120 based on information on investors provided by the securities companies 150, and determines whether each investor is an excellent investor by a rate verification process. To store in the investor database 120.

Next, after the client executes the downloaded viewer program, select one or more of the excellent investors extracted from the investors stored in the investor database and displayed to the customer through the viewer program, and select the selected excellent investors. Request the web server 100 to provide information regarding the transaction history and portfolio. At this time, the customer may determine the desired excellent investor by comparing the trading pattern of the preferred investor with the trading pattern of the preferred investor. Upon receiving a request for providing information from the customer, the web server 100 receives information and transaction details about the portfolio of the excellent investor selected by the customer from the securities company 150 and provides it to the customer's computer 160. The customer is able to continuously view information on the best investor provided from the web server 100 in real time through the viewer program.

At this time, through the executed viewer program, information on the current return rate, trading time, trading item, trading quantity, trading unit price, trading amount, etc. of the excellent investor selected by the customer is displayed. In addition, it may be displayed with breaking news related to securities or the company's own analysis.

2, the execution procedure of the viewer program according to the first embodiment will be described in detail together with the operation of the customer computer.

If the customer wants to receive information about the securities from the web server 100 executes the viewer program downloaded from the homepage 110 of the web server 100 (step 200).

First, the customer enters his identification information, such as a name and password (step 202). Using the inputted customer identification information, the viewer program determines whether the customer is a customer already registered on the web server 100 based on the customer database 130 built in the web server (step 210). If it is determined that the customer is not registered in the customer database 130, a warning message for the purpose of registering the customer is first displayed on the screen (step 212), and the execution of the viewer program is terminated. However, if it is determined that the customer is a customer registered in the customer database 130, it is determined whether there is an excellent investor already selected (step 220). If there is already a good investor selected, a request is made to send information about the selected good investor to the web server (step 230). If it is determined that no good investor has already been selected, the customer displays the good investor stored in the investor database and brief information about each of them on the screen, and allows the customer to make a selection (step 222). After the customer selects a good investor, it requests the web server to send information about the selected good investor (step 230).

In response to requesting information to the web server in step 230, the web server 100 receives the transaction history and portfolio information about the selected excellent investor from the securities company 150 and transmits the information to the client's computer in real time. 240). The customer's computer displays information on the transaction history and portfolio of the best investors received from the web server using a viewer program on a portion of the screen in real time (step 260). It is determined whether a command for terminating the viewer program has been input from the outside (step 260). If a command to end the viewer program has not been entered, the process returns to step 240. If a command for terminating the viewer program is input, the execution of the viewer program ends.

According to the present invention, the customer can be provided with real-time information on the trading history and portfolio of the best investor of his choice, and the customer can use this information as an indicator or model of stock investment and consequently the investment. Will also improve yield.

The following briefly describes the second embodiment of the present invention.

As a second embodiment of the present invention, the customer does not directly select one or more of the best investors, but the web server 100 uses the investment propensity matching process to establish the customer database 130 and the investor database 120. After the comparison, the investor may select an investor who is the best investor with the investment propensity that most closely resembles the client's investment propensity, and provide the client with information about the transaction history and portfolio of the investor. By doing this, you will be able to objectively review your own investment propensity that you haven't figured out by yourself, and you'll be able to provide the best investor's transaction details that are the best sample for you.

Herein, the investment propensity matching process is a process for extracting an investor having an investment propensity most similar to the investment propensity of the customer from the investor database. As shown in FIG. 4, for example, a main investment market and an investment style. , Scores of matches / mismatches by investment duration, investment size, number of stocks, and occupations (e.g., 3 to 5 discrepancies are zero), and propensity agreements are calculated from these, It is the process of judging the top few investors as investors whose investment tendencies match.

FIG. 5 is an exemplary diagram of a web page for displaying data for investors with an investment tendency most similar to that of a customer in the second embodiment. Through the screen shown in FIG. 5, the customer can query the propensity of the excellent investor having the same investment propensity as the investment propensity, the 30-day yield, the 1-week yield, the operating amount, the number of stocks, and the current transaction. You can also sort the investor data by clicking on each title. In FIG. 5, the data of the best investors having similar investment tendencies as the customer's investment tendency are arranged in the order of the highest agreement. In addition, as shown in FIG. 5, the customer can view the investment propensity analysis, portfolio and transaction history, and yield analysis graph of each excellent investor's portfolio.

The following briefly describes a third embodiment of the invention.

The customer inputs a stock trading pattern he / she likes or is interested in on the screen as shown in FIG. 6 through the input unit 112 of the stock information providing device of FIG. 1, and the web server makes an investor by the investment propensity matching process. By comparing the investment propensity of the investors stored in the database 120 and the investment propensity input by the customer, the transaction status and the yield of the investors having the most similar investment propensity are displayed to the customer. FIG. 7 is a view showing data of investors whose investment tendency correspondence with the investment tendency input by a customer among investors stored in the investor database 120 in the third embodiment is 70% or more.

Through the web page, the customer can download the viewer program from the homepage and view in real time the transaction details and return of other investors with the investment tendency they are interested in.

The following briefly describes a fourth embodiment of the present invention.

The web server compares the investment propensity of the poor investors among the investors stored in the investor database 120 by the investment propensity matching process with the investment propensity entered by the customer together with the personal information, and the trading status and return rate of the poor investors with similar investment propensities. And the like are displayed to the customer as shown in FIG. FIG. 8 is a web that displays tendency agreement, 30-day yield, 1-week yield, operating amount, number of stocks, today's trades, etc. in order of high tendency matching among bad investors among investors stored in the investor database 120. FIG. An illustration of a page.

Hereinafter, the securities information providing method according to the present invention. The method is a method for providing a client with real-time information on a transaction history and portfolio of an investor from a securities company using a web server.

First, the web server receives information about investors from one or more securities companies to build an investor database, and determines whether or not each investor is an excellent investor by a yield verification process and stores the investor database in the investor database 120.

Next, the customer inputs the identification information and the investment tendency of the customer through the homepage of the web server. At this time, the specific items to be entered by the customer include the customer's identification information, password, trading pattern, major trading items, investment amount, age, gender, securities experts.

In addition, after inputting identification information, the customer may download a viewer program provided on the homepage of the web server. The viewer program is a program that allows a customer's computer to view, in real time, information related to the transaction history of the excellent investor received through the web server.

Subsequently, the client executes the downloaded viewer program, selects an excellent investor who wants to receive information such as transaction details, and then requests a web server to provide information on a transaction history and portfolio of the selected excellent investor. In this case, the method of selecting the best investor may directly select among the best investors extracted from the investors stored in the investor database and displayed to the customer. By comparing the information on the investment propensity entered with the personal information with the contents of the investor database, you can select the best investor with the investment propensity that most closely resembles your investment propensity.

Next, when the web server receives a request to provide securities information from the customer, the web server receives the transaction history and portfolio information of the selected excellent investor and provides the securities company to the customer in real time.

At this time, the customer who has received the information on the transaction details of the excellent investor from the web server, through the viewer program, the part of the screen, the current return rate of the excellent investor, the trading time, the transaction item, the transaction number, Transaction price, transaction amount, etc. can be inquired in real time. In addition, you can also look up breaking news related to securities or analysis data of the company itself.

As described above, as the third embodiment, the customer may input an investment tendency of interest through the homepage of the web server. In this case, the web server compares the investment propensity of the investors stored in the investor database 120 with the investment propensity entered by the customer by the investment propensity matching process, and transmits the transaction status and the yield of the investors having the most similar investment propensity from the securities firm. Can be sent to the customer in real time. In addition, as a fourth embodiment, the web server may display to the customer the transaction details and portfolios of the bad investors among the bad investors stored in the investor database 120 having an investment tendency similar to that of the customer.

According to the present invention, the customer can be provided with real-time information on the transaction history and portfolio of other investors having similar investment tendencies and excellent returns, and thus are provided with various real investment models rather than general securities information. The return on investment in securities can be improved.

In addition, according to the present invention, since the web server extracts the information on the best investors with a similar investment propensity from the investor database and provides it to the customer in real time, the customer does not know his own investment propensity. You will be able to objectively review, and you will be provided with the transaction details of the best investors who are the best samples for you.

In addition, according to the present invention, information on the excellent investors with a similar investment tendency of the customer, information such as the return and transaction history of investors with a tendency to be interested in the customer, or similar to the investment tendency of the customer Information about bad investors with a tendency to invest can be provided at the request of the customer, thus satisfying the various needs of the customer.

In addition, according to the present invention, the customer can receive the real-time transaction history of the excellent investors, etc., and can use it as an index of investment by referring to the sensitive changes (trends) of the stock market and the responses of the excellent investors.

In addition, according to the present invention, the customer can determine the customer's own investment method by comparing the current rate of return according to the various investment tendencies of the excellent investors to analyze what kind of investment tendency in the current stock market.

In addition, according to the present invention, the customer can form their own community online based on the transaction history, portfolio, and yield results of the excellent investors, thereby forming a place to share and analyze the overall investment sentiment.

In addition, according to the present invention, the cumulative transaction history data of excellent investors is used to analyze the functional relationship between the conditions of the stock market and the investment method by various analysis techniques, and these data are used as a reference to increase the return of customers. Can be.

Claims (16)

In the securities information providing device for providing information on the securities to customers using the Internet, An investor database based on information from one or more securities companies, A customer database that stores customer identification information and customer investment intent; A web server including an input unit for receiving customer identification information and a propensity for investment of a customer, and a home page including at least an investor detailed information field for displaying information stored in the investor database; The web server displays information about the top investors and asks the customer to select at least one top investor and provides information about the transaction history and portfolio of the at least one top investor selected by the customer. Securities information providing device characterized in that the transmission from the customer receives from the computer continuously in real time. In the securities information providing device for providing information on the securities to customers using the Internet, An investor database based on information from one or more securities companies, A customer database that stores customer identification information and customer investment intent; A web server including an input unit for receiving customer identification information and a propensity for investment of a customer, and a home page including at least an investor detailed information field for displaying information stored in the investor database; The web server calculates the coincidence of the investment tendency of the excellent investor and the propensity of the investment tendency of the customer for each excellent investor stored in the investor database, and selects at least one excellent investor whose at least one tendency coincidence is equal to or greater than a predetermined value by the web server. Securities information providing device characterized in that the information on the transaction history and portfolio of the investor received from the securities company and continuously transmitted to the computer of the customer in real time. The excellent investor of claim 1 or 2, wherein the excellent investor calculates the account holding period, the number of transactions, the individual rate of return, the relationship between the rate of return and the increase and decrease of the comprehensive stock index, and the cumulative rate of return from each investor's information stored in the investor database. And, when the calculated values satisfy certain conditions, respectively. According to claim 1 or claim 2, wherein the home page further comprises a viewer program for continuously viewing in real time the information about the at least one excellent investor received through the web server from the customer's computer; And the viewer program allows the customer to download from the homepage. The method of claim 4, wherein when the customer executes the viewer program downloaded from the homepage, at least one of the current yield, the trading time, the trading item, the trading quantity, the trading price, and the trading amount of the at least one excellent investor is displayed on the screen. Stock information providing apparatus, characterized in that displayed on. The apparatus of claim 1 or 2, wherein the customer database includes at least one of an item of identification information, a trading pattern, a main trading item, and an investment amount of the customer. The securities of claim 1 or 2, wherein the investor database includes at least one of identification information, a yield rate, a trading pattern, an occupation, a main trading item, an investment amount, and an expert item of each investor. Informational device. The method of claim 6, wherein the web server, in addition to the information entered by the customer in the customer database further includes items relating to the transaction details and investment items actually traded by the customer, the customer's investment using the customer database Stock information providing device, characterized in that providing an analysis service. In the securities information providing device for providing information on the securities to customers using the Internet, An investor database based on information from one or more securities companies, A customer database that stores customer identification information and information on investment intents of interest to the customer; And a web server including a homepage including at least an input unit for receiving identification information of a customer and a propensity to invest in the customer and an investor detail field for displaying information stored in the investor database. The web server calculates, for each investor stored in the investor database, a propensity agreement between the investment propensity of each investor and the investment propensity that the customer is interested, and judges investors whose propensity agreements are higher than a predetermined value as interested investors. And receiving information about the transaction history and portfolio of the interested investors from the securities company and continuously transmitting the information to the client's computer in real time. In the securities information providing device for providing information on the securities to customers using the Internet, An investor database based on information from one or more securities companies, A customer database that stores customer identification information and customer investment intent; A web server including an input unit for receiving customer identification information and a propensity for investment of a customer, and a home page including at least an investor detailed information field for displaying information stored in the investor database; The web server calculates the coincidence of the investment propensity of each investor and the propensity of the investment of the customer for each investor stored in the investor database, and among the investors whose propensity coincidence is higher than a constant value, the return rate is equal to or less than a constant value. Stock information providing apparatus for displaying the information on the request of the customer. 11. The method according to any one of claims 2, 9 or 10, wherein the degree of agreement of the investment tendency is at least one of a main investment market, an investment style, an investment period, an investment scale, holdings, and occupations. Securities information providing device is calculated by obtaining a total score by scoring a score for the match / disagreement, and by dividing the total score by a constant value to calculate a percentage. Providing securities information for providing securities information to customers using a web server including an input unit for inputting identification information and investment propensity of the customer, an investor details column which can show the investor details, and a homepage including at least a viewer program. In the method, The web server receiving information about an investor from one or more securities companies to build an investor database; Inputting, by the customer, information on identification information and investment tendency of the customer through the homepage of the web server, and constructing a customer database based on the input information by the web server; Requesting the web server to display information about the good investors to select at least one good investor, or the web server selecting at least one good investor; And receiving information about a transaction history and a portfolio of the at least one excellent investor selected by the web server or the customer from a securities company in real time and providing the information to the customer. The method of claim 12, wherein the customer further comprises the step of downloading the viewer program from the homepage of the web server, the customer is transmitted via the web server from the computer of the customer by executing the downloaded viewer program Securities information providing method characterized in that to continuously view in real time the information on the transaction history and portfolio for the at least one excellent investor. The securities of claim 12, wherein the web server calculates the coincidence of the investment tendency of the excellent investor and the propensity of the investment tendency of the customer for each excellent investor stored in the investor database, and selects an excellent investor whose conformity coincidence is equal to or greater than a predetermined value. How to Provide Information. Providing securities information for providing securities information to customers using a web server including an input unit for inputting identification information and investment propensity of the customer, an investor details column which can show the investor details, and a homepage including at least a viewer program. In the method, The web server receiving information about an investor from one or more securities companies to build an investor database; Inputting, by the customer, the identification information of the customer and information on the investment propensity of interest by the customer through the homepage of the web server, and the web server building a customer database based on the input information; For each investor stored in the investor database, the web server calculates a propensity match between the investment propensity of each investor and the investment propensity that the customer is interested, and determines an investor whose interest propensity is higher than a predetermined value as the interested investor. step; The web server receives the information on the transaction history and the return rate of the interested investors from the securities company and continuously transmits to the customer's computer in real time. 16. The method according to claim 14 or 15, wherein the degree of agreement of the investment tendency is a score for matching / mismatch for at least one of the main investment market, investment style, investment period, investment size, number of holdings, and occupations. Securities information providing method calculated by calculating the total score by dividing the total score by dividing the total score by a constant value.