TW202443471A - Method for auto-trading and monitoring financial commodities, system and non-transitory computer-readable medium - Google Patents

Abstract

A method for auto-trading and monitoring financial commodities, a system and a non-transitory computer-readable medium are provided. The method is operated in a user device. When auto-trading and monitoring software is executed in the user device, one or more performance items of one or more financial commodities can be updated to the user device from a monetary exchange directly or indirectly. A single-type form interface is used to display the performance items. One or more trading scenarios can be formed when commodity trading parameters are setting in the system. Next, offered prices of the financial commodities are imported form the monetary exchange directly or indirectly. In a monitoring procedure, the one or more trading scenarios set for each of the performance items are compared with the offered prices periodically in a monitoring cycle. If any trading scenario is matched, a trading instruction is transmitted to the monetary exchange.

Description

Financial product automatic trading and monitoring method, system and computer readable medium

The specification discloses a method for automatic trading of financial products, particularly a method, system and computer-readable medium for automatic trading and monitoring of financial products, which sets the trading conditions of financial product performance items and performs monitoring through a single type of software page.

Traditionally, orders for specific financial products (such as securities, futures and options) must rely on the broker's computer software or mobile phone applications. The main problem is that investors need to monitor the market through these application software and place orders manually. Although this type of application software provides pre-placed orders, the operation method is inconvenient. Taking mobile phone applications as an example, due to the limitation of screen size, it is impossible to display complete information at once. Therefore, when placing an order, the user must first view the quotation screen of the financial product, and then go to the next level to choose to buy or sell. After confirming the order, you must enter the commission return screen for confirmation. If the target is not traded, you have to return to the quotation screen. This requires complicated steps. Therefore, when a specific market occurs, investors may be completely unable to place orders in accordance with the market.

Furthermore, investors can also use the brokerage cloud function to place orders. Similarly, the cloud function can only set a single financial product position at a time, and for option spread orders, the current cloud order does not support spread order placement or position closing, and the option spread order setting interface provided by the brokerage (or futures trader) is quite complicated, making it impossible for investors to react immediately to place orders in response to huge market conditions. It is worth mentioning that when there is a fast market, whether it is using a pre-order or a cloud order, the situation where the securities, futures or options cannot be traded often occurs, or the transaction price can only use the range market price, and the market is left to the market, resulting in greater losses.

In addition, since futures and options are hedging tools, when the overall position contains options and futures positions used for hedging, or when holding futures and options positions used for hedging, the stop loss and take profit operations must be carried out based on the profit and loss of the overall position. However, the existing futures trading software of futures traders cannot control the stop loss and take profit for the overall position, so traders can only manage and place individual orders or close positions by themselves. For novice traders who cannot monitor the market or are new to futures and options, the risk of operating futures and options is relatively high.

Nowadays, people use computer technology in investment applications. Faced with financial products with complex information that need to be monitored at all times, and in investment markets with huge market fluctuations at any time, investors need computer software that is more convenient and can automate transactions and monitoring.

In order to provide a convenient and fast trading method for the diversified financial products in the investment market, the disclosure proposes a method, system and computer-readable medium for automatic trading and monitoring of financial products.

According to an embodiment, the financial product automatic trading and monitoring method is run in a user device through an automatic trading and monitoring software. In the method, at the beginning of a new trading cycle (such as a new listing day of weekly options every week), one or more performance items of one or more financial products are updated directly or indirectly from a financial product exchange through the automatic trading and monitoring software, and the obtained performance items are displayed through a single type form interface provided by the automatic trading and monitoring software. The user can set the commodity trading parameters of the performance items to form one or more trading conditions by operating the form interface. At this time, the quotation of the performance items of financial products can be received directly or indirectly through the automatic trading and monitoring software, so that the monitoring module in the software can regularly compare one or more transaction conditions of each performance item in a set monitoring cycle, and can issue a transaction instruction to the financial product exchange when a performance item meets any transaction condition.

Furthermore, in the method, a quotation platform can be connected through the Internet function of the user device to indirectly update the performance items of the financial product and obtain quotations, such as indices, prices or points, from the financial product exchange through an application program interface through the quotation platform.

Preferably, the automatic trading and monitoring software is provided with a main console interface having a single type of form interface, which can aggregate the profits and losses of all financial product positions on the main console and add them up. The stop loss, stop profit and moving stop profit conditions of the total profit and loss of all positions can be set through the main console, and when any trading condition is met, a closing transaction instruction is issued to the financial product exchange through the automatic trading and monitoring software to close all positions. Furthermore, when the transaction instruction is not executed, the automatic trading and monitoring software will continue to issue transaction instructions according to the system until the position is fully executed or the number of orders reaches the upper limit of the number of transactions set by the system.

Furthermore, the automatic trading and monitoring software also provides any one or more interfaces of call option interface, sell option interface, spread order call option interface, spread order sell option interface, inventory spread order interface, futures index interface and securities interface for various financial products, so that users can set stop loss and/or take profit and/or moving stop profit for a single fulfillment item through each single type of form interface, as well as specific trading parameters, such as "when the index is greater than", "when the index is less than", "when the price or point is greater than", "when the price or point is less than" and other conditional expressions, as well as trading instructions such as adding or reducing positions, and can perform automatic monitoring, and can also provide real-time notification of monitoring and trading results through the main console interface.

According to one embodiment, a single type form interface of the automatic trading and monitoring software is used to provide trading parameter settings for setting trading parameters such as monitoring time period, trading method, order limit and position closing limit.

Furthermore, the transaction parameter setting field provides transaction switches, stop loss, take profit, moving stop profit and specific transaction parameters (which may include one or more of the conditions "when the index is greater than", "when the index is less than", "when the price or point is greater than", "when the price or point is less than"), increase or decrease positions for each fulfillment item, forming the one or more transaction conditions.

According to the embodiment, the automatic trading and monitoring system for financial products is implemented by executing the automatic trading and monitoring software on the user device. The system includes an information transmission module, which can directly or indirectly update one or more performance items of one or more financial products from the financial product exchange and obtain quotes (such as indices, prices or points); a form module, which starts the single type of form interface and becomes the interface for condition input. The commodity trading parameters are set through this form interface to form one or more trading conditions; a transaction module; A transmission module is used to directly or indirectly issue a transaction instruction to a financial commodity exchange; a monitoring module compares one or more transaction conditions that meet the total profit and loss of the overall position according to the quotations of the imported performance items corresponding to one or more financial products in a monitoring cycle, and issues a transaction instruction to the financial commodity exchange through the transaction transmission module; and a data processing module issues a transaction instruction to the financial commodity exchange through the transaction transmission module for the performance items that meet any transaction condition.

To further understand the features and technical contents of the present invention, please refer to the following detailed description and drawings of the present invention. However, the drawings provided are only used for reference and description and are not used to limit the present invention.

The following is a specific embodiment to illustrate the implementation of the present invention. The technical personnel in this field can understand the advantages and effects of the present invention from the content disclosed in this specification. The present invention can be implemented or applied through other different specific embodiments. The details in this specification can also be modified and changed in various ways based on different viewpoints and applications without deviating from the concept of the present invention. In addition, the drawings of the present invention are only for simple schematic illustration and are not depicted according to actual size. Please note in advance. The following implementation will further explain the relevant technical content of the present invention in detail, but the disclosed content is not used to limit the scope of protection of the present invention.

It should be understood that, although the terms "first", "second", "third", etc. may be used in this document to describe various components or signals, these components or signals should not be limited by these terms. These terms are mainly used to distinguish one component from another component, or one signal from another signal. In addition, the term "or" used in this document may include any one or more combinations of the related listed items depending on the actual situation.

In order to provide users with convenient operations, setting of trading parameters, monitoring and order placement for investment in financial products, the disclosure document proposes a method, system and computer-readable medium for automatic trading and monitoring of financial products.

The automatic trading and monitoring system for financial products runs between the user-side application software and the financial product exchange, or the user-side application software obtains information and trades with the financial product exchange through a third-party quotation platform (such as a securities firm or futures trader). The relevant system architecture can refer to the schematic diagram of the architecture implementation example of the automatic trading and monitoring system for financial products shown in Figure 1.

The figure shows that the user device 15 is a device implemented by a computer system, such as a personal computer or a mobile device, in which a processor executes an automatic trading and monitoring software 20, so that the user device 15 is connected to the financial commodity exchange 11 and the quotation platform 13 through the network 10.

The illustrated financial product exchange 11 may be a futures or options exchange, and the quotation platform 13 may be a securities firm, futures trader or financial software service provider that directly provides services to investors. The automatic trading and monitoring software 20 executed in the user device 15 may directly obtain quotation information (such as index, price or point) of the performance items of various financial products and information related to the financial products purchased by investors from the financial product exchange 11, or the background of the automatic trading and monitoring software 20 may be connected to the quotation platform 13, and the quotation platform 13 obtains the financial product transaction information (101) from the financial product exchange 11 through a specific application programming interface (API), so that the automatic trading and monitoring software 20 can synchronously obtain the selected financial product quotation information (103) from the quotation platform 13.

In this way, the user can monitor specific financial products, overall position profits and losses, load performance items, set trading parameters, set simulated transactions, and realize automatic monitoring and direct trading functions through the automatic trading and monitoring software 20. It can also generate trading instructions 105 and issue trading instructions 105 to the financial product exchange 11 when any market conditions meet the trading conditions through monitoring.

There are multiple functional modules implemented in the automatic trading and monitoring software to realize the automatic trading and monitoring method of financial products. Please refer to Figure 2 for an example diagram of the functional modules of the automatic trading and monitoring system for financial products implemented by the automatic trading and monitoring software.

The figure shows that the automatic trading and monitoring software 20 executed on the user device 15 provides a plurality of interconnected software modules implemented by software programs, wherein an information transmission module 207 is provided. The information transmission module 207 is a network module, through which one or more performance items of one or more financial products can be updated directly or indirectly from the financial product exchange 11, and quotations (such as indices, prices or points) can be obtained. This illustration shows that the quotation platform 13 is connected through the information transmission module 207, and the quotation platform 13 provides product information, and the performance items of various financial products and the corresponding quotations can be obtained indirectly from the financial product exchange 11 through the quotation platform 13.

The automatic trading and monitoring software 20 is provided with a form module 203 for starting a single type form interface to form an input interface, which can replace the function of traditional keyboard input. In addition to displaying one or more performance items of one or more financial products updated from the financial product exchange 11 through a graphical form interface, it mainly sets the commodity trading parameters through this single type form interface to form one or more trading conditions and stores them in the memory of the user device 15 shown in Figure 1.

The automatic trading and monitoring software 20 is provided with a transaction transmission module 211. The transaction transmission module 211 may be a network module. According to the financial product selected by the user through the above-mentioned single type form interface, the transaction instruction may be directly or indirectly issued to the financial product exchange 11.

After the quotation of the performance item of the financial product is directly or indirectly imported from the financial product exchange 11, the monitoring module 205 can periodically compare one or more transaction conditions of each performance item input through the form module 203 according to the quotation of the performance item of the corresponding financial product imported in a monitoring cycle, including comparing one or more transaction conditions that meet the total profit and loss of the overall position. Then, the data processing module 209, which cooperates with the processor and software, can send a transaction instruction to the financial product exchange 11 through the transaction transmission module 211 through data processing for the performance item that meets any transaction condition.

When the automatic trading and monitoring system for financial products implemented by the automatic trading and monitoring software 20 is in operation, the network communication function in the user device 15 is used to obtain real-time financial product information from the financial product exchange 11 (obtained through the quotation platform 13), and various financial products and performance items can be presented to the user in a form interface in the form of a form through the form module 203, and transaction parameters can be set for automatic monitoring.

The automatic trading and monitoring software 20 also provides a communication module 213, which realizes a real-time communication function and can communicate with external devices. For example, the user can set the communication method in the automatic trading and monitoring software 20, such as e-mail, instant messaging (such as Line, Telegram, etc.) and mobile phone text messages, etc. When a specific message is generated, such as a situation that meets the transaction conditions, a successful or failed transaction, a stop loss and stop profit message, or a system abnormality, these messages can be sent to the communication device 200 held by the user through the communication module 213, such as a mobile device or other personal device.

The main inventive concept of the automatic trading and monitoring method of financial products implemented by the above system is to present the contents of various financial product performance items in the form of a form through the form module 203 of the automatic trading and monitoring software 20 in the user device, set the transaction parameters through the form interface, and provide monitoring and automatic ordering functions. It is mentioned here that according to one embodiment, the form interface provided by the form module 203 can be a spreadsheet with calculation functions to display financial product rate items and their prices, wherein the quotations of various financial product performance items are filled in according to the received information, plus the transaction parameters set by the user, and monitoring is performed accordingly.

Among them, the background of the automatic trading and monitoring software 20 can be connected to the quotation platform 13 (such as a securities firm or a futures trader) or the financial commodity exchange 11. According to the embodiment, the information of futures and options can be presented separately through a single type table interface, and the trading parameters and monitoring can be set through this single type table interface. In addition to checking the futures and options market conditions, it is also possible to immediately select the execution of orders, liquidation, increase or decrease positions for the performance items.

Please refer to FIG. 3 for an example process flow of an automatic trading and monitoring method for financial products.

During the operation of the automatic trading and monitoring software, the communication function is continuously used to connect to the financial product exchange to update the financial product performance items and related quotation information (step S301).

Afterwards, the single-type form interface started by the automatic trading and monitoring software displays one or more performance items of the received one or more financial products, and displays multiple transaction parameter setting fields corresponding to each product performance item, so that the user can set the product transaction parameters accordingly (step S303). For example, the automatic trading and monitoring software provides stop loss, take profit, moving stop profit and specific trading parameters (including "when the index is greater than", "when the index is less than", "when the price or point is greater than", "when the price or point is less than") for each fulfillment item through the trading parameter setting fields in this form interface, or through the order quantity field in the form page, enter a number greater than the current inventory quantity to represent a position increase condition, or enter a number less than the current inventory quantity to represent a position reduction condition, so as to form one or more trading conditions for each commodity fulfillment item in the financial product (step S305).

Afterwards, based on the quotations of the performance items corresponding to one or more financial products imported, monitoring is performed through the automatic trading and monitoring software, wherein the monitoring module regularly compares the one or more transaction conditions generated in the above steps according to a set monitoring cycle, and instantly determines whether the transaction conditions are met (step S307).

If no transaction conditions are met (no), step S307 is repeated to continue to determine whether any transaction conditions are met. When the monitoring module determines that the current financial product-related quotation meets any transaction condition (yes), a transaction instruction is issued to the financial product exchange to request the execution of the transaction (step S309). Accordingly, the transaction of the performance item, such as buying, selling, and settlement (closing) transactions, is carried out through the financial product exchange.

After executing the transaction, the transaction transmission module obtains the transaction feedback information from the financial commodity exchange and determines whether the submitted transaction is completely completed or has reached the upper limit of the number of orders or liquidation times set by the system (step S311). When the transaction transmission module determines that the transaction has not been completely completed and the number of transaction instructions issued has not reached the upper limit of the number of orders or liquidation times set by the system (no), it will again determine whether there are any transaction requests that meet the transaction conditions (step S307); otherwise, when the transaction is completed or the upper limit of the number of transactions has been reached (yes).

In the above process, the system will determine whether the submitted transaction is completely completed or has reached the upper limit of the number of orders or liquidations set by the system based on the transaction return information obtained. When it is completely completed and the number of transactions reaches the upper limit of the number of orders or liquidations set by the system, the transaction result message can be sent to the user's communication device, or the transaction result can be output to the transaction information output form (step S313). The messages generated at each stage of the above process can be sent to the communication device of the external user through the automatic trading and monitoring software.

Regarding the above-mentioned monitoring module, FIG4 shows a functional implementation example diagram of the monitoring module in the automatic trading and monitoring software.

The figure shows the main functions of the monitoring module 400. With reference to FIG2 , a graphical user interface in the form of a form is shown which is started by the form module 203 of the automatic trading and monitoring software. The monitoring module 400 can monitor the single-position transaction conditions (401) on a single page, and can monitor according to the stop loss and take profit conditions set in the form. The monitoring module 400 can also monitor the overall position transaction conditions (403), and monitor according to the stop loss and take profit conditions of the overall position profit and loss summarized in the main console. The monitoring module 400 cooperates with the communication function in the software to realize the function of notifying the user (405), including notifying the monitoring status, profit and loss status and transaction results according to the communication method set by the user, so that the user can grasp the profit and loss of various positions and transaction information without having to monitor the market. The monitoring module 400 has the function of outputting transaction information (407). For example, when any transaction occurs, the latest transaction table page number, line number, transaction volume, buy or sell, open or close position and other information can be output. The above output data can provide other users with the information needed to develop customized trading strategies (419).

Furthermore, the automatic trading and monitoring software provides an order placement mode 411 for actual trading based on real data. When a trading instruction is issued, an order placement application programming interface (API) 415 can be called to place an order or close an existing position 417. In addition, the automatic trading and monitoring software also provides a simulated trading mode 409 to simulate trading and update inventory positions 413. The simulated trading mode 409 allows users to use actual market data to perform simulated trading, thereby learning the characteristics of specific financial products, familiarizing themselves with the operation of the software, and verifying the practicality of customized trading strategies, so as to facilitate actual trading in the future.

The automatic trading and monitoring software can provide a form interface of an independent table type according to different financial products, and can set stop loss and stop profit and other trading parameters for each performance item; or provide an integrated page for the user's overall investment portfolio, and can set stop loss and stop profit and other trading parameters for the overall position profit and loss. Please refer to the operation example diagram of each page in the automatic trading and monitoring software shown in Figure 5.

The automatic trading and monitoring software is provided with a main console 500 to implement a main console interface, so as to set the stop loss, take profit and mobile stop profit (519) of all positions (referring to profit and loss) through an integrated page, wherein the overall stop loss and/or take profit conditions of one or more performance items of one or more financial products are set through a single page, and the monitoring information and transaction results are displayed through the main console interface. According to the embodiment, through the main console interface, the profit and loss of all financial product positions can be aggregated on the main console and added up, and the stop loss, stop profit and moving stop profit conditions of the total profit and loss of all positions can be set. When any transaction condition is met, the automatic trading and monitoring software will issue a closing transaction instruction to the financial product exchange to close all positions. Furthermore, when the transaction instruction is not executed, the automatic trading and monitoring software will continue to issue transaction instructions according to the system until the position is fully executed or the number of orders reaches the upper limit of the number of transactions set by the system.

The automatic trading and monitoring software also provides a call option interface for one or more financial products, such as the call option order and monitoring page 501 shown in the figure; a sell option interface, such as the sell option order and monitoring page 503 shown in the figure; a spread order call option interface, such as the call option spread order and monitoring page 505; a spread order sell option interface, such as the put option spread order and monitoring page 507; an inventory spread order interface, such as the inventory spread order and monitoring page 509, and any one or more interfaces of a futures interface, such as the futures order and monitoring page 511 shown in the figure. Therefore, the stop loss, take profit, conditional opening, closing, adding and reducing positions (513) of individual positions can be set on independent pages. In this way, when the stop loss and take profit conditions are set for a single position through each single type form interface, each position can be set and monitored.

Whether the stop loss, take profit and moving stop profit (519) of all positions are set on an integrated page, or the stop loss, take profit, conditional opening, closing, adding and reducing positions (513) of individual positions are set on an independent page, all are monitored by the monitoring module 515. After comparing with the transaction conditions set by the user, when any of the transaction conditions are met, the position is automatically placed or closed (517). The messages generated during the monitoring process and the transaction results can provide a function of real-time notification of monitoring and transaction results through the main console interface.

Figures 6A to 6L show examples of graphical user interfaces for automated trading and monitoring software, wherein each display screen is an example of a graphical user interface generated by the system by executing the automated trading and monitoring software in a user device, and is preferably implemented by a graphical user interface designed with a spreadsheet (such as Microsoft™'s office suite Excel™) as a concept and having programmable functions such as macro scripts. However, the examples shown are not intended to limit the scope of implementation of the invention.

FIG6A is a schematic diagram of a main console screen. This diagram shows one of the main console screens implemented with a spreadsheet. There are multiple tabs at the bottom: Main Console, Parameters, Call Options, Sell Options, Spread Order Call Options, Spread Order Sell Options, Inventory Spread Order, Futures, Securities, and Transaction Log, allowing users to easily switch to any of the call option interface, sell option interface, spread order call option interface, spread order sell option interface, inventory spread order interface, futures interface, and securities interface.

The main console screen 1 is divided into multiple display blocks, each with different functions and display information. The login information 601 displays the information related to the automatic trading and monitoring software connecting to the brokerage (or futures trader) trading platform or financial commodity exchange. The monitoring information column 602 allows the user to input the code of the financial commodity and performance item to be monitored, and to set the position to be monitored. The main console screen 1 provides various function buttons 603, such as the function buttons for opening the login screen, logging out, starting strategy monitoring, stopping strategy monitoring, and starting mobile stop profit monitoring, as shown in the figure.

The index monitoring area 604 displays various financial indices obtained by the automatic trading and monitoring software from the financial commodity exchange; the operation mode 605 allows the user to switch the operation mode of the automatic trading and monitoring software, such as the order mode and the simulation mode. The monitoring setting area 606 displays the status of the monitoring profit conditions set by the user. The example shows that the monitoring profit condition is greater than or equal to (>=) 500,000, and this field is set to 1, indicating that monitoring is performed for this condition, and the setting is less than or equal to (<=) -2,000,000 to generate monitoring results. The field is set to 0, indicating that monitoring is not required for this condition.

FIG6B shows a schematic diagram of the second console screen. This diagram shows that the console interface displays the transaction results in a single page with a table containing various transaction information, wherein the transaction table 621 displays a table including calls, puts, spread orders, spread orders, inventory spread orders, securities and futures transactions, buy/sell, open/close positions and profit/loss amounts. The above data output in this table can provide other users with the information needed to develop customized trading strategies. Function button 622 allows users to directly clear this table.

FIG6C shows a schematic diagram of a call option screen, and FIG6D shows a schematic diagram of a sell option screen, in which order placement and monitoring options for specific financial products can be displayed.

FIG6E shows a schematic diagram of a spread order call option screen, and FIG6F shows a schematic diagram of a spread order put option screen, which may display order placement and monitoring options for specific financial instruments.

Next, FIG6G shows a schematic diagram of the inventory spread order screen, FIG6H shows a schematic diagram of the futures screen, and FIG6I shows a schematic diagram of the transaction log screen.

According to another embodiment, in addition to the above-mentioned application to the buying and selling of futures and options, the automatic trading and monitoring method of financial products proposed in the disclosure is also applied to the monitoring and trading of securities transactions. Figure 6J shows a schematic diagram of the securities interface displayed after the computer executes the relevant application program, which allows users to place orders and monitor stop losses and take profits on individual stocks through this user interface. The overall profit and loss displayed can also be summarized by the above-mentioned main console to jointly monitor the profit and loss of the overall position.

The disclosure discloses a computer-readable medium, such as a memory or storage device in a user device, or a specific non-volatile storage medium, for storing a program set of an automatic trading and monitoring software. When the automatic trading and monitoring software is executed by a processor of the user device, the automatic trading and monitoring method of financial products disclosed in the disclosure is executed.

In summary, according to the above-mentioned embodiments, the automatic trading and monitoring method, system and computer-readable medium for financial products are described, wherein the system describes the software functions provided by the automatic trading and monitoring software executed in the user device, and provides a single type form interface for viewing, parameter setting, monitoring and placing orders. Through the automatic trading and monitoring software, financial products (such as futures and options) can be integrated into a single type of screen, allowing users to view futures and options market conditions through a single page, and can immediately select the position to place an order or close a position. Furthermore, the software backend of the automatic trading and monitoring software executed in the user's device can be interfaced to the brokerage or futures trading platform through the transaction transmission module, so orders can be placed directly. Through the automatic trading and monitoring software, conditions such as monitoring time, stop loss and stop profit of overall profit and loss, maximum number of orders and maximum number of liquidations can be set.

The contents disclosed above are only preferred feasible embodiments of the present invention and are not intended to limit the scope of the patent application of the present invention. Therefore, all equivalent technical changes made using the contents of the specification and drawings of the present invention are included in the scope of the patent application of the present invention.

10: Network 11: Financial commodity exchange 13: Quotation platform 15: User device 20: Automatic trading and monitoring software 101: Obtain financial commodity trading information through API 103: Synchronize selected financial commodity trading information 105: Trading instructions 203: Form module 205: Monitoring module 207: Information transmission module 209: Data processing module 211: Transaction transmission module 213: Communication module 200: Communication device 400: Monitoring module 401: Monitor single-page single-position trading conditions 403: Monitor overall position trading conditions 405: Notify user 407: Output trading information 409: Simulate trading mode 411: Order mode 413: Simulate transactions and update inventory positions 415: Call order API 417: Place orders or close existing positions 419: Provide customized investment strategies 500: Main console 501: Call option order and monitoring page 503: Put option order and monitoring page 505: Call option spread order and monitoring page 507: Put option spread order and monitoring page 509: Inventory spread order and monitoring page 511: Futures order and monitoring page 513: Set stop loss, take profit, conditional opening, closing, adding and reducing positions for individual positions on independent pages 519: Set stop loss, take profit, close position and moving stop profit for all positions on the integrated page 515: Monitoring module 517: Place order or close position 601: Login information 602: Monitoring information column 603: Function button 604: Index monitoring area 605: Operation mode 606: Monitoring setting area 621: Trading form 622: Function button Steps S301~S313: Financial product automatic trading and monitoring process

FIG1 shows an example diagram of an implementation of a financial product automatic trading and monitoring system;

FIG. 2 shows an example diagram of a functional module implementation of a financial product automatic trading and monitoring system using automatic trading and monitoring software;

FIG3 shows the process flow of an implementation example of the method for automatic trading and monitoring of financial products;

FIG4 shows a functional implementation diagram of the monitoring module in the automatic trading and monitoring software;

FIG5 shows an example diagram of the operation of each page in the automatic trading and monitoring software; and

6A to 6J show diagrams of graphical user interfaces of automated trading and monitoring software.

S301: Update the performance items of financial products

S303: Display and set commodity transaction parameters

S305: Forming transaction conditions

S307: Determine whether the transaction conditions are met?

S309: Execute transaction

S311: Has the transaction been completed or has the transaction limit been reached?

S313: Send message and/or output form

Claims (10)

A method for automatic trading and monitoring of financial products, running in a user device, comprising: directly or indirectly updating one or more performance items of one or more financial products from a financial product exchange; displaying the one or more performance items of the one or more financial products through a form interface of an automatic trading and monitoring software executed on the user device, and forming one or more trading conditions by setting product trading parameters; directly or indirectly importing quotations corresponding to the performance items of the one or more financial products from the financial product exchange; and Based on the quotations of the imported performance items corresponding to the one or more financial products, the automatic trading and monitoring software performs monitoring, and regularly compares the one or more transaction conditions according to a set monitoring cycle, and issues a transaction instruction to the financial product exchange for the performance items that meet any of the transaction conditions. A method for automatic trading and monitoring of financial products as described in claim 1, wherein the automatic trading and monitoring software is connected to a quotation platform via the communication function of the user device, and indirectly updates the one or more performance items and corresponding quotations of the one or more financial products from the financial product exchange via an application program interface through the quotation platform. The method for automatic trading and monitoring of financial products as described in claim 1, wherein the automatic trading and monitoring software is provided with a main console interface having a single type of form interface, wherein the profits and losses of all financial product positions are aggregated and added up on the main console interface, and the stop loss, take profit and moving take profit conditions of the total profit and loss of all financial product positions are set through the main console interface; when any transaction condition is met, a closing transaction instruction is issued to the financial product exchange through the automatic trading and monitoring software to close all positions; when the transaction instruction is not executed, the transaction instruction continues to be issued until the position is fully executed or the number of orders placed reaches a transaction limit. The method for automatic trading and monitoring of financial products as described in claim 3, wherein the automatic trading and monitoring software also provides any one or more interfaces of a call option interface, a put option interface, a spread order call option interface, a spread order put option interface, an inventory spread order interface, a securities interface and a futures interface for the one or more financial products, and sets stop loss and/or take profit and/or move stop profit trading parameters, as well as position increase or position decrease trading instructions for a single fulfillment item through each single type of form interface, and executes monitoring; and provides a function of real-time notification of monitoring and trading results through the main console interface. A method for automatic trading and monitoring of financial products as described in any one of claim items 1 to 4, wherein the financial products are futures and options, and trading parameter settings are provided through the form interface of the automatic trading and monitoring software to set a monitoring period, a trading method, an upper limit on the number of transactions per transaction, and an upper limit on the number of liquidations. A method for automatic trading and monitoring of financial products as described in claim 5, wherein the trading parameter setting field provides trading switches, stop loss, take profit, moving stop profit and one or more trading parameters, adding positions or reducing positions for each performance item, forming the one or more trading conditions, wherein the one or more trading parameters include one or more conditional expressions of "when the index is greater than", "when the index is less than", "when the price or point is greater than", and "when the price or point is less than". A financial product automatic trading and monitoring system, running in a user device, includes: an information transmission module, which directly or indirectly updates one or more performance items of one or more financial products from a financial product exchange, and obtains quotes; a form module, which is used to start a form interface, which becomes an input interface, and is used to set commodity trading parameters to form one or more trading conditions; a transaction transmission module, which directly or indirectly issues a transaction instruction to the financial product exchange; a monitoring module, which regularly compares the one or more trading conditions that meet the total profit and loss of the overall position according to the quotes imported corresponding to the performance items of the one or more financial products in a monitoring cycle; and A data processing module, through data processing, issues the transaction instruction to the financial commodity exchange through the transaction transmission module for the performance item that meets any transaction condition. The automatic trading and monitoring system for financial products as described in claim 7, wherein the automatic trading and monitoring system for financial products is implemented by an automatic trading and monitoring software executed by the user device, and the automatic trading and monitoring software is provided with a main console interface having a single type of form interface, wherein the profit and loss of all financial product positions are aggregated and added up on the main console interface, and the stop loss, stop profit and moving stop profit conditions of the total profit and loss of all financial product positions are set through the main console interface; when any trading condition is met, a flat transaction is issued to the financial product exchange through the automatic trading and monitoring software. The system can issue a trading instruction for a position to close all positions; when the trading instruction is not executed, continue to issue the trading instruction until the position is fully executed or the number of orders reaches a trading limit; and provide one or more interfaces of a call option interface, a put option interface, a spread order call option interface, a spread order put option interface, an inventory spread order interface, a securities interface and a futures interface for the one or more financial products, and set stop loss and/or take profit and/or move stop profit trading parameters, as well as position increase or position decrease trading instructions for a single fulfillment item through each single type of form interface, and execute monitoring. An automatic trading and monitoring system for financial instruments as described in claim 7 or 8, wherein the financial instruments are securities, futures and options, and a trading parameter setting field is provided through the form interface of the automatic trading and monitoring software to set the trading parameters of the order and/or liquidation position of the one or more performance items of the one or more financial instruments, wherein the trading parameter setting field provides the trading switch, stop loss, take profit, moving take profit and one or more trading parameters of each performance item, and increases or decreases the position to form the one or more trading conditions, wherein the one or more trading parameters include one or more of the conditional expressions of "when the index is greater than", "when the index is less than", "when the price or point is greater than", and "when the price or point is less than". A computer-readable medium is used to store a program set of an automatic trading and monitoring software. After a processor of a user device executes the automatic trading and monitoring software, the automatic trading and monitoring method of financial products as described in claim 1 is executed.

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