KR20050041449A - Service method for converting a trading position by one click in futures market - Google Patents

Abstract

The present invention relates to a one-click futures position switching service method. According to the present invention, when a signal for requesting the start of a position trading (PT) service is received, the present invention determines whether there is an unpaid order placed by the user, and if there is an unpaid order, makes a cancel order for the unpaid order, and a future contract After grasping the position of the number of futures held and the number of futures held by the user, the margin is secured by liquidating the futures held by the user according to the clearing conditions, and the new purchase condition specified by the user when the margin according to the number of new purchase contracts specified by the user is sufficient as the margin secured above. In accordance with the position-converted buy order, and informs the user of the result. According to the present invention, the user can switch the gift position with one PT order.

Description

Service method for converting a trading position by one click in futures market}

The present invention relates to a futures position converting service method, and more particularly, to a one-click futures / one-click futures / options that convert a futures / options position from sell to buy or buy to sell in one order. A position switching service method.

As shown in FIG. 1, a private securities transaction, that is, a stock, a future, an option, etc. is a transaction order (request) by connecting a securities company server 2 in which a user opens an account with his terminal 1. The securities firm server 2 transmits the order information of the individual to the stock exchange (including the futures exchange), and the server 3 of the stock exchange receives the order information received from each securities firm server 2 and performs a substantial conclusion. Thereafter, the result of the conclusion is notified to each securities firm server 2, and the securities firm server 2 informs the user terminal 1 of the conclusion result received from the stock exchange server 3.

In the above, the securities company server (2) plays a role in ordering a trading order on the stock exchange server (3) on behalf of the user and informs the results, for this role to open the account, personal information, transaction price, etc. user obligation information It provides the user with a securities firm's own trading program that can be provided and managed, providing various stock information corresponding to the above obligations, and easily ordering trading, and confirming the conclusion of the trading. As a result, the user confirms the securities order and execution matters through a trading program installed on his server 1 or a trading program provided by an internet server of a securities company, and manages assets of the securities (gift / option, stock).

Securities firms increase their profits proportionally depending on the number of users. Therefore, each securities firm is developing a trading program that can easily and quickly and easily use trading orders. Such trading programs may be provided to a user and installed on a user's computer or made available to a user who has access to the Internet.

Currently, trading programs offered by securities companies provide services in which stocks, futures and options are traded according to a certain trading method. That is, for all stocks, futures, and options, the trading program selects the targets (stocks, futures / options positions) and the quantity to buy within the cash (or margin) at the time of purchase. It is delivered to the stock exchange server 3 to be concluded, the result of the conclusion can be checked, and the contract and the quantity to be sold are selected among the targets (stocks, futures / option positions) purchased in the city. Let it go.

As a result, in the past, when a futures position is switched (ie, from a buy position to a sell position or from a sell position to a buy position), the trading process undergoes two orders and two closing confirmations as in general stocks. Has In other words, the user confirms the closing of the purchase position through the trading program by placing an order to close the buy position while the purchase position is in accordance with the trading program, and then orders the purchase of the selling position to conclude the sale of futures / options through the trading program. Check.

However, futures have different trading characteristics than stocks. Targets of futures include stock indexes (KOSDAQ stock index, KOSPI stock index), interest rates, dollars, and gold, and not the actual spots but the potential value of each target. The futures trading divides the value of the subject into a number of ratings according to the prescribed criteria, and when buying one rating takes the position on the selling side and the buying side (selling position, buying position), and subsequently changes the futures. Depending on the value of the gain or loss caused. Therefore, the sell position is a buy form that predicts that the value of the future will fall below the grade purchased later, and the buy position is a buy form that predicts that the value of the future will rise above the grade purchased later.

As described above, by applying a trading form such as a stock to a future having a different characteristic from a general stock, there is a hassle of going through two orders and two closing confirmation processes when switching the position of the future as described above. Accordingly, there is a problem that a lot of inconvenience to the user because the rapid transaction is not made.

Accordingly, the present invention is to solve the conventional problems, it is an object of the present invention to change the position in a single order when switching positions.

In order to accomplish the above technical problem, the present invention displays a future position trading (PT) conversion button or icon (hereinafter referred to as a PT icon) on a futures trading display window, and is required for PT conversion when the displayed PT icon is executed. The characteristic is that the process of providing and processing the input window is processed in one workflow.

Accordingly, the present invention according to the first aspect in order to achieve the above technical problem is a one-click futures position conversion provided by the securities company server according to the request of the user terminal connected to the securities company server through the trading program provided by the securities company server In the service method, receiving a PT service start request signal including information on the selling condition of a future gift and the buying condition of a new future gift through an input window for a PT (Position Trading) service generated by the trading program. And a second step of determining whether there is a non-trading order of the user, and performing a cancellation order for the non-trading order if there is a non-trading order, and a gift selling condition included in the PT service start request signal. A third step of securing a margin by liquidating a gift held by the user according to the information; and the PT service The number of copies present in accordance with the present novel number condition information included in the start request signal, and a fourth step of transmitting the signed results to the user terminal.

In addition, the present invention according to the second aspect for achieving the above technical problem in the one-click futures position switching service method provided by the server provided by the securities company server at the request of the user terminal connected without using the trading program , A first step of providing a homepage, a second step of providing a futures sale webpage according to a user's request, and providing an PT service initial webpage to a user by receiving an activation signal of a PT button formed on the futures sale webpage. A fourth step of providing a setting web page by receiving an activation signal of a setting button formed in the PT service initial web page, and a PT service formed in one of the PT service initial web page or the setting web page A fifth step of receiving a PT service start request signal generated by the click of the start button; A sixth step of determining whether the received PT service start request signal includes both of the PT service initial web page and the user input information to be input through the setting web page; and in the sixth step, all of the user input information Is included in the received PT service start request signal, a seventh step of performing after the first step described in the invention according to the first aspect, wherein the user input information includes a liquidation type code of a gift, Be sure to include the purchase type code for your order.

In addition, the present invention is to determine the first step of starting the service operation when receiving a position trading (PT) service start request signal from the user, and whether there is an unordered order placed by the user. A second step of placing a cancel order for the non-trading order, a third step of identifying the number of gift contracts held by the user and the position of the gift held, and a clearing condition included in the PT service start request signal of the gift held by the user; A fourth step of clearing an order amount to secure an order amount, a fifth step of identifying the number of new purchase contracts included in the PT service start request signal, and determining whether the amount for a new purchase is sufficient; and the fifth step In case of satisfying the sixth step, the sixth step of placing a purchase order switched position in accordance with the new purchase condition included in the PT service start request signal; After receiving the signed results for buy orders from the laboratory server, and provides a computer readable recording medium storing a program that can execute the seventh step of transmitting the signed results to the user terminal.

Hereinafter, a one-click futures / option position switching service method according to an embodiment of the present invention will be described with reference to the accompanying drawings. Hereinafter, the description of the present invention will be described for index futures among interest rates, gold, exchange rates, dollars, and index futures. Gifts other than index futures also have the same characteristics as index futures, and therefore the method of the present invention for all futures will be readily apparent to those skilled in the art from the following description.

2 is a block diagram illustrating an example of a configuration of a securities firm server for achieving the present invention, which is a case in which a trading program provided by each securities firm is installed on a user's terminal.

As shown in FIG. 2, the securities firm server 2 controls the communication unit 10 in charge of the communication between the user terminal 1 and the stock exchange server 3, and overall operations for achieving the object of the present invention. The number of contracts specified by the user under the control of the PT (Position Trading) control unit 20, the clearing unit 30 for closing the gift held by the user under the control of the PT control unit 20, and the PT control unit 20 Purchase unit 40 to purchase the futures of the present), the amount management unit 50 to store and manage the entry and exit information at the time of futures trading, the user's personal information, redesigned account, information about the gifts held, users for futures transactions, such as deposits A user DB 60 storing information, a futures market DB 70 storing futures market conditions and trading information received from the stock exchange server 3, and a user PT DB storing input information designated by a user for position orders And 80.

Here, the trading program that can instruct the operation of the securities firm server 2 having the above-described configuration (10 to 80) is installed in the terminal 1 of the user by a method such as updating or additionally providing a conventional trading program. .

The trading program installed in the user terminal 1 connects the user terminal 1 to the server of the securities company that provided the trading program, generates and displays an input window for input information necessary for trading the securities according to a user's request. The input information input by the user is processed into data that can be read by the securities company server, provided to the securities company server, and received and displayed by the securities company server according to the provided user input information. As a result, the trading program is a remote keypad means for inputting a command to the securities firm server 2 and confirming the result.

The PT control unit 20 may be implemented as an independent device separately from the control unit of the existing securities company server 20, or may be implemented to be included in the control unit of the existing securities company server 20. In addition, the user DB 60 and the futures quote DB 70 use the user DB and the futures quote DB that are built on the existing brokerage server 20.

Hereinafter, the operation of the embodiment of the present invention, that is, the service method of the present invention will be described with reference to FIG. 3 with reference to the securities company server having the configuration of FIG. 2 described above. 3 is a flowchart illustrating a method of one-click futures / option position switching service according to an embodiment of the present invention.

The user executes the trading program installed in his terminal 1 and inputs user identification information to access the securities company server 2. When the securities firm server 2 receives the user identification information, the securities firm server 2 identifies the user to check the corresponding memory address of the database in which the securities transaction information of the user is stored, and then provides information and contents of the transaction according to the user's request. Provide, store and manage address based on address.

A user who accesses the securities firm server 2 requests a futures trading through a trading program, and the trading program displays a futures trading input window, and the user again clicks the position order button displayed in the futures trading input window to switch positions. Ask. Accordingly, the trading program displays the position order window on the user terminal.

When the position order window is displayed, the user inputs input information for position order through the position order window, and clicks a button for requesting execution of the position order displayed on the position order window when all input information is completed.

Accordingly, the position order request event is received from the user terminal 1 by the communication unit 10 of the securities company server 2, and the PT control unit 20 confirms the position order event (S301).

When the position order event occurs, the PT controller 20 first controls the clearing unit 30. Then, the clearing unit 30 searches the user DB 60 to determine whether there are any contracts and contracts of the gifts held by the user, and whether there are any orders that are not pending (S302).

In the above step (S302), the clearing unit 30, if there is an order for a non-trading future (S303), sends a cancellation order for canceling the total contract of the untrading future to the stock exchange server (3) and not yet signed. Cancel the order for the gift (S304).

In addition, the clearing unit 30 determines whether there is a gift present if there is no outstanding gift order or cancels the pending order (S305), and if there is no gift present, a warning message notifying that the PT service is not subject to a user terminal ( 1) and, on the other hand, if there is a gift held, the cleared order for clearing the total contract of the gift held by the user is transferred to the stock exchange server 3 to close the held gift (S306).

Here, the clearing order of the clearing unit 30 is made according to the clearing condition stored in the user PT DB 80, the clearing condition is one condition preset by the manufacturer or one of a plurality of conditions set by the user. The process of setting the clearing condition by the user will be understood through the description with reference to FIGS. 5 to 8.

 In the process (S304, S306), the clearing unit 30 receives the conclusion of the conclusion of the cancellation of the non-traded futures order from the stock exchange server (3) and / or the conclusion of the settlement of the held futures. Even when receiving the user terminal 1 does not inform the conclusion of the conclusion. Here, the present invention may display the progress of the operation process of the present invention in a separate window or a status display column in the position order window so that the user can check it.

When the liquidation unit 30 receives the liquidation and cancellation result from the stock exchange server 3, the liquidation unit 30 notifies the fact to the amount management unit 50, and accordingly, the amount management unit 50 setstles through the processes S302 to S306. A trading amount proportional to the number of contracts of a future is stored in the user DB 60 and a transaction statement is prepared and stored in the user DB 60.

After the operation of the liquidation unit 30 is finished, the PT control unit 20 controls the purchase unit 40. Then, the purchase unit 40 searches the user DB 60 to determine how much the total deposit held by the user is (S307).

Then, the purchase unit 40 grasps the number of purchase contracts of the futures index designated by the user stored in the user PT DB 60, and orders for the corresponding future index positions at the present time stored in the futures quote DB 70. After determining the amount, the margin required to buy the future position is calculated (S308).

When the purchase unit 40 calculates the purchase amount, it is determined whether the calculated purchase amount is smaller than the amount held by the user (total deposit) (S309). In order to meet the user's setting conditions stored in the user PT DB (80) of the purchase order of the new order to send to the stock exchange server (3) (S310), on the other hand, if the amount of purchases calculated more than the amount retained "margin" The warning message indicating that the purchase cannot be made due to lack thereof is transmitted to the user terminal 1 (S313).

If the purchase unit 40 has issued a new order to the stock exchange server 3, the purchase unit 40 receives the purchase conclusion result from the stock exchange server 3 (S311), and accordingly position orders The message indicating the completion is transmitted to the user terminal 1 so that the user can check the result of the position order (S312). In addition, the purchase unit 40 stores the purchase conclusion result received from the stock exchange server 3 in the use DB 60, and informs the amount management unit 50 of the purchase conclusion. Then, the amount management unit 50 prepares the amount of money expenditure according to the purchase agreement and stores it in the user DB 60 to liquidate the user's account.

Through the above description, the present invention has been shown to perform the position switching of the gift according to the one-time PT request selected by the user. On the other hand, the present invention is intended to make the present invention more clear with a brief example applying a specific practical example.

(E.g.) A user holding a 10-term short selling position for 89.05 December futures index futures wants to take a 10-month long buying position by choosing either the market price, the present price, or the specified price. The market is trading near 88.00. When the user requests PT service, the present invention clears 10 contracts at 88.00, which results in an index of 89.05-88.00 = 1.05, ie 525,000 * 10 contracts = 5,250,000 won. After checking the total deposit held by the user after liquidation, the present invention takes the purchase position of 10 contracts for the index according to the market price, the current price, or the designated price. When the number is made, the result is notified to the user.

2 and 3 describe a case where an information input window for a PT request event is generated and provided to a user in a user terminal 1 having a trading program installed therein. Hereinafter, an embodiment of the present invention that allows a user to input information for a PT request event of the present invention in an environment in which his computer cannot be used or in the environment in which the sale program cannot be used. It demonstrates with reference.

For users who do not use the trading program, the brokerage firm server of the present invention has a configuration as shown in FIG. 4 is a block diagram of a securities firm server according to another embodiment for achieving the present invention. As shown in FIG. 4, the securities firm server 2 includes all of the configurations shown in FIG. 2, and further includes a web page providing unit 91 and a web page DB 92.

The web page DB 92 stores a plurality of web page information for futures trading, and the web page providing unit 91 provides a web page DB 92 to be provided to the user under the control of the PT control unit 20. Read the variable value of the web page from the user DB (60), the gift quote DB (70) and the user PT DB (80) to complete the contents of the web page and then send it to the user through the communication unit (10). to provide.

The operation of the securities firm server shown in FIG. 4 will be understood through the following description with reference to FIG. 5. 5 is a flow chart illustrating a one-click futures position switching service method according to an embodiment of the present invention with reference to FIG.

A user who does not use a trading program accesses the securities firm server 2 through the Internet using a user terminal such as a computer. When the connection request signal is received through the communication unit 10, the securities company server 2 transmits the connection request signal to the PT control unit 20, and the PT control unit 20 controls the webpage providing unit 91 to display a home page. Provided to the user terminal (S501). At this time, the webpage providing unit 91 reads homepage information from the webpage DB 92 and provides it to the user terminal under the control of the PT control unit 20.

Accordingly, the homepage window is displayed on the screen window of the user terminal, and the user enters an ID and password in a corresponding field of the homepage window and logs in to receive approval from the securities company server. When the user approves the use, the user requests a futures trading service through a home page window for the futures trading, and the user terminal transmits the request signal to the PT control unit 20 through the communication unit 10. When the PT control unit 20 receives the futures trading service request signal, the PT control unit 20 notifies the web page providing unit 91 of the present page, and the web page providing unit 91 transmits the futures trading web page stored in the web page DB 92 to the user terminal. Provided (S502).

The user terminal displays the futures trading web page, and the futures trading webpage checks and services the futures buy and sell orders, the current futures price, the futures contracts held by the user, and the status of orders. The required icon or link is created.

When the user requests a gift selling or gift buying service, the webpage providing unit 91 provides a gift selling webpage to the user terminal. At this time, the present sale window that is displayed on the user terminal has a service item as shown in FIG. 6 as an example, and in particular, a PT button indicated by a circle requesting a PT service (that is, an event) is formed. In other words, the gift sale web page (and the gift sale window) is provided with a button or icon that enables the confirmation and sale of information about the present, such as the current price of the present, the order to buy the present, the order to sell the present, and the order to correct the present. In addition, a PT button for the present invention is formed with the button and the icon.

The futures trading web page provided in the present invention may have any service item, but preferably, the PT button is provided. When the PT button is activated, the PT event request signal is transmitted from the user terminal to the securities company server 2. Therefore, when the user clicks the PT button, the PT control unit 20 receives a PT event request signal (S504).

When the PT control unit 20 receives the PT event request signal, the PT control unit 20 controls the web page providing unit 91, and the web page providing unit 91 displays a web page having the contents of the PT service window shown in FIG. Read from step 92 is provided to the user terminal (S505).

When the PT service window shown in FIG. 7 is displayed, the user inputs new order information according to the item column displayed in the window (S506). In this case, the new order information includes a purchase type item for selecting a new order to purchase new futures at a market price, a relative price, or a current price or a specified price, a purchase quantity item for selecting a quantity (that is, a contract), And an index setting item for setting a unit price, that is, an index. The new order information entered by the user is temporarily stored by the user's computer and transmitted to the securities company server 2 when the order is executed.

In addition to the new order information, the user presses a setting button circled in FIG. 7 to input a clearing condition and a new order initial value. When the user presses the setting button (S507), the webpage providing unit 91 reads the webpage according to the setting button from the webpage dB 92 and provides it to the user terminal (S508). At this time, the provided web page has the same item as the PT trading setting window shown in FIG. 8.

As shown in FIG. 8, the PT trading setting window includes a non-trading order setting item, a clearing order setting item, and a new order initial value setting item. Unsettled order setting items are divided into execution and non-order types after cancellation, and liquidation order setting items are divided into market price and other 5 types with respect to price, and the quantity is fixed to the total amount that can be cleared. The initial value of the new order is divided into the types of reserves, maximum quantities, and designated quantities for quantity, and are divided into types of market price, relative offer price, present price, and designated price.

The market price is an order premised on the execution of an order and refers to the price at which the order is executed at the time of order regardless of price fluctuations, and the relative offer price is the maximum price of the order price of the execution order, the current price is the current price, and the designated price is It is an arbitrarily set price, and the other price is the price used to request the closing price up to 5 grades based on the current price in the opposite direction of the position (ie, sell or buy).

Execution after the cancellation refers to re-ordering that has not yet been placed again after the cancellation of the order, and non-ordering means not placing an order that has not yet been placed after the cancellation of the order.

Accordingly, the user completes the PT setting by inputting corresponding contents in the PT trading setting window (S509), and requests the PT event to start by pressing the order execution button shown in FIG. 7 (S510).

When the user terminal detects activation of the execution button, the user terminal transmits the input contents of the user input through the windows illustrated in FIGS. 7 and 8 to the securities firm server 2. Here, the securities firm server 2, that is, the PT control unit 20 reads the PT event request signal received by the click of the order execution button, so that all user input information to be input through the web pages of FIGS. Is included, and if not included, the user is informed of the lack of information. As a result, the securities firm server 2 performs the following process S301 shown in FIG. 3 only when all user input information for the PT service is included in the PT service request signal.

Meanwhile, in the description of FIG. 5, the securities company server 2 provides the user with the window shown in FIGS. 6 to 8, but when applied to the embodiment of FIG. 3, the window shown in FIGS. The window is provided to the user by a trading program installed in the user terminal 1. Therefore, the PT event request signal transmitted from the user terminal 1 in which the program of step S301 is installed is generated by the execution of step S510 shown in FIG. 5 and transmitted from the user terminal to the securities company server (ie, by the order execution button). Information of the same content as the generated PT request signal) is included. That is, user input information input through the windows illustrated in FIGS. 7 and 8 are included.

The technical spirit of the present invention has been described above with reference to the accompanying drawings, but this is by way of example only and not intended to limit the present invention. In addition, it is obvious that any person skilled in the art can make various modifications and imitations without departing from the scope of the technical idea of the present invention.

The present invention enables a user to request a position switch of a gift with a single click, and performs a position switch operation with one processing flow and notifies the user only one time of the execution result, so that the user can check the result easily and conveniently and quickly. It has the effect of making it possible.

1 is a block diagram of a general stock trading network.

2 is a block diagram of a securities firm server according to an embodiment for achieving the present invention.

3 is a flow chart showing a one-click futures position switching service method according to an embodiment of the present invention with reference to FIG.

Figure 4 is a block diagram of a securities firm server according to another example for achieving the present invention.

5 is a flow chart illustrating a one-click futures position switching service method according to an embodiment of the present invention with reference to FIG.

6 is an exemplary view of a futures trading window according to the present invention.

7 is an exemplary view of a PT service window according to the present invention.

8 is an exemplary diagram of a PT trading setup window according to the present invention.

Claims (8)

In the one-click futures position conversion service method provided by the securities company server in response to a request of a user terminal connected to the securities company server through a trading program provided by a securities company server, If the user enters a desired condition for selling futures and a condition for buying a new future to be purchased in the PT (Position Trading) service window generated by the trading program, and requests a PT service to be started with one click, A first step of receiving the PT service start request signal including the future selling condition and the new buying futures condition; A second step of determining whether a user has an unpaid order, and if there is an unpaid order, placing a cancel order for the unpaid order; A third step of securing a purchase amount by liquidating a gift held by a user according to gift selling condition information included in the PT service start request signal; And And buying a gift according to the new gift purchase condition information included in the PT service start request signal, and transmitting a conclusion result to the user terminal. The method according to claim 1, One-click futures position conversion service, characterized in that the purchase of the gift under the new purchase conditions according to the fourth step is made only if the order amount for the future to buy is within the total deposit of the user secured in the third step. Way. The method according to claim 1, The futures selling condition information includes the processing conditions for the non-trading order and the clearing conditions for the futures held by the user. The processing condition for the non-trading order is the condition information for one of execution or non-order after cancellation, and the liquidation condition for the future is the selling price specification information through one of the market price or the other 5th price and the total sale of the futures held by the user. A one-click futures position switching service method comprising request information. The method according to claim 3, The future purchase condition information includes a price specification information of one of a market price, a relative price, a current price, and a designated price, and quantity designation information of one of a holding quantity, a maximum quantity, and a designated quantity. In the one-click futures position switching service method provided by a server provided by a securities company server according to a request of a user terminal connected without using a trading program, Providing a homepage; Providing a futures trading web page according to a user's request; A third step of receiving an activation signal of a PT button formed on the futures sale web page and providing a PT service initial web page to a user; A fourth step of receiving a activation signal of a setting button formed on the PT service initial web page and providing a setting web page; A fifth step of receiving a PT service start request signal generated by a click of a PT service start button formed on one of the PT service initial web page or the setting web page; Determining whether the received PT service start request signal includes both the PT service initial web page and user input information to be input through the setting web page; And In the sixth step, all of the user input information is included in the received PT service start request signal, and includes a seventh step of performing after the first step of claim 1, And the user input information includes a clearing type code of a held gift and a purchase type code of a new order. The method according to claim 5, The clearing type code of the held futures is one of a market price code and the other 5th code. The method according to claim 6, The purchase type code of the new order is one of a market price code, a relative price code, a current price code, and a designated price code, and one of a holding quantity code, a maximum quantity code, and a designated quantity code. On your computer, A first step of initiating a service operation upon receiving a PT (Positon Trading) service start request signal from a user; A second step of determining whether there is an unpaid order placed by the user and, if there is an unpaid order, placing a cancel order for the unpaid order; A third step of identifying the number of futures contracts held by the user and the position of the futures held; A fourth step of clearing a gift held by a user according to a clearing condition included in the PT service start request signal to secure an order amount; A fifth step of grasping the number of new purchase contracts included in the PT service start request signal and determining whether an order amount for purchase is sufficient as the total deposit of the secured user; A sixth step of, if the fifth step is satisfied, placing a purchase order that is switched position according to a new purchase condition included in the PT service start request signal; And  A computer-readable recording medium having recorded thereon a program capable of executing a seventh step of receiving a conclusion result of the purchase order from a server of a corresponding institution and transmitting the conclusion result to the user terminal.