Method for providing securities trading service by using integrated long-short position management HTS interface system

Abstract

A method for providing a securities trading service by using an integrated long-short position management HTS interface system, according to the present invention, comprises steps in which: (a) a user management unit of the HTS interface system receives API connection information about a securities company from a user terminal possessed by a user; (b) an API calling unit of the HTS interface system requests and receives, through the API connection information, account-related information of the user terminal from a securities company server operated by the securities company; (c) the API calling unit of the HTS interface system requests and receives securities basic information received by the securities company server from an exchange server; and (d) an interface provision unit of the HTS interface system configures an interface of an item set setting page on the basis of the account-related information and the securities basic information, thereby providing same to the user terminal, wherein the item set setting page includes: a short position setting module capable of setting a short position investment item, and the ratio of the short position investment item to a total short position investment amount; and a long position setting module capable of setting a long position investment item, and the ratio of the long position investment item to a total long position investment amount, and thus an item set can be configured through the user terminal.

Description

Method for providing securities trading services using the HTS interface system for integrated management of long and short positions

[0001] The present invention relates to a method for providing a securities transaction service, and more particularly, to a method for providing a securities transaction service capable of providing a user-friendly interface through an HTS interface system capable of integrated management of investments in long and short position stocks.

[0002] Interest in securities investment has increased significantly in recent years compared to the past, and people of all ages and genders are now striving to increase their assets through securities investment.

[0003] Accordingly, various home trading systems (HTS) or trading platforms are being developed and provided to provide securities trading services, and investors are selecting and using programs that are suitable and convenient for them.

[0004] However, the various home trading systems or trading platforms currently available on the market tend to convey a lot of information to investors, and thus, they share the common problem of having very complex and difficult-to-understand interfaces.

[0005] As a result, investors have had to invest significant time learning the platform and familiarizing themselves with the interface's features, often resulting in information overload that often results in missing crucial, key information.

[0006] Therefore, a method to solve these problems is required.

[0007] The present invention is an invention devised to solve the problems of the above-described prior art, and has a user-friendly interface that is convenient to use and has excellent intuitiveness, and has the purpose of developing an HTS interface system capable of integrated management of investments in short position and long position items, and thereby providing a smooth securities trading service.

[0008] The tasks of the present invention are not limited to the tasks mentioned above, and other tasks not mentioned will be clearly understood by those skilled in the art from the description below.

[0009] The method for providing a securities transaction service using the long-short position integrated management HTS interface system of the present invention for achieving the above-described purpose includes (a) a step in which a user management unit of the HTS interface system receives API connection information for a securities company from a user terminal owned by a user, (b) a step in which an API call unit of the HTS interface system requests and receives account-related information of the user terminal from a securities company server operated by a securities company through the API connection information, (c) a step in which the API call unit of the HTS interface system requests and receives basic securities information received by the securities company server from an exchange server, and (d) a step in which an interface providing unit of the HTS interface system configures an interface of a stock set setting page based on the account-related information and the basic securities information and provides the interface to the user terminal, wherein the stock set setting page includes a short position setting module capable of setting short position investment items and a ratio of the corresponding short position investment items to the total short position investment amount, and a long position setting module capable of setting long position investment items and a ratio of the corresponding long position investment items to the total long position investment amount. It is provided so that a set of items can be configured through the user terminal, including the above.

[0010] At this time, the stock set setting page may include a stock addition input button that can add the short position setting module and the long position setting module through the user terminal.

[0011] In addition, the present invention may further include a step (e) in which the interface providing unit configures an interface of a dashboard page that displays one or more ribbon bars indicating the status of stocks included in the stock set based on the stock set set by the user terminal on the stock set setting page, and provides the interface to the user terminal.

[0012] Here, the ribbon bar may include a budget ratio display section that displays the budget ratio of short position investment items and long position investment items as an area occupied, a short position return display section that displays the return rate of short position investment items, a short position increase rate display section that displays the increase rate of short position investment items compared to the previous day, a long position return display section that displays the return rate of long position investment items, and a long position increase rate display section that displays the increase rate of long position investment items compared to the previous day.

[0013] In addition, the above budget ratio display section may include a budget ratio indicator provided at the boundary of the short position investment item occupied area and the long position investment item occupied area to indicate the budget ratio of the short position investment item and the long position investment item.

[0014] At this time, the budget ratio indicator is formed so that the user can slide and move within the ribbon bar through the user terminal, and the ribbon bar may further include a long position budget change unit that is activated when the budget ratio indicator is manipulated toward the long position occupied area through the user terminal and increases the long position budget ratio by a preset ratio when the budget ratio indicator is touched, and a short position budget change unit that is activated when the budget ratio indicator is manipulated toward the short position occupied area through the user terminal and increases the short position budget ratio by a preset ratio when the budget ratio indicator is touched.

[0015] In addition, the ribbon bar may further include a short position candlestick display section that displays candlesticks of short position investment items and a long position candlestick display section that displays candlesticks of long position investment items.

[0016] In addition, the present invention may further include a step (f) in which the interface providing unit configures an interface of a budget ratio setting page that sets the ratio of the total short position investment amount and the total long position investment amount of the selected stock set based on the stock set set on the stock set setting page of the user terminal and provides the interface to the user terminal.

[0017] Here, the above budget ratio setting page may include a budget input window provided to enable the user to input the entire budget of the selected set of stocks through a user terminal, a budget ratio increase / decrease scale provided to enable the user to set the increase / decrease ratio of the entire budget entered in the budget input window through the user terminal, and a ratio setting bar provided to enable the user to set the ratio of the entire short position investment amount and the entire long position investment amount to the entire budget of the selected set of stocks through the user terminal.

[0018] At this time, the ratio setting bar may include a bar frame formed to have a preset length, a short position ratio display unit that displays a ratio of a short position investment amount within the bar frame through the length, a long position ratio display unit that displays a ratio of a long position investment amount within the bar frame through the length, a slide operation unit that is provided at a boundary between the short position ratio display unit and the long position ratio display unit and is formed to be movable along the length direction of the bar frame through the user terminal and is provided to adjust the ratio of the short position investment amount and the long position investment amount, a short position purchase amount display unit that displays a current purchase amount of a short position investment item within the bar frame through the length, and a long position purchase amount display unit that displays a current purchase amount of a long position investment item within the bar frame through the length.

[0019] Meanwhile, the above budget ratio setting page may further include a purchase quantity distribution setting window provided to set the purchase quantity distribution of short position investment items and long position investment items by inputting a quantity division curve through the user terminal.

[0020] The method for providing a securities transaction service using the long-short position integrated management HTS interface system of the present invention for solving the above-mentioned problem has the advantage of enabling a user to manage short position investment items and long position investment items together, and also providing a basis for maximizing the user's rate of return by providing various information at a glance on the short position investment items and long position investment items that the user has set to invest in.

[0021] In addition, the present invention has the advantage of minimizing the time and effort required for a user to become familiar with the function by providing processed information items that can be intuitively and easily recognized by the user, while excluding user-unfriendly information items such as complex charts and graphs.

[0022] The effects of the present invention are not limited to the effects mentioned above, and other effects not mentioned will be clearly understood by those skilled in the art from the description of the claims.

[0023] FIG. 1 is a drawing schematically showing each component of a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0024] FIG. 2 is a drawing showing each process of a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0025] FIG. 3 is a drawing exemplarily showing a stock set setting page provided to a user terminal through a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0026] FIG. 4 is a drawing exemplarily showing a dashboard setting page provided to a user terminal through a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0027] FIG. 5 is a drawing showing in detail the ribbon bar of the dashboard setting page in a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0028] FIG. 6 is a drawing exemplarily showing a budget ratio setting page provided to a user terminal through a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0029] FIG. 7 is a drawing showing in detail the ratio setting bar of the budget ratio setting page in a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0030] FIG. 8 illustrates various ways in which a method for providing securities trading services using a long-short position integrated management HTS interface system according to one embodiment of the invention can be operated.

[0031] In this specification, when it is said that a component (or region, layer, portion, etc.) is “on,” “connected to,” or “coupled to” another component, it means that it can be directly disposed / connected / coupled to the other component, or a third component may be disposed between them.

[0032] Identical drawing numbers indicate identical components. Furthermore, in the drawings, the thicknesses, proportions, and dimensions of components are exaggerated for the purpose of effectively illustrating the technical content.

[0033] "And / or" includes all combinations of one or more of the associated constructs that can be defined.

[0034] While terms such as "first" and "second" may be used to describe various components, these components should not be limited by these terms. These terms are used solely to distinguish one component from another. For example, without departing from the scope of the present invention, a first component may be referred to as a "second component," and similarly, a second component may also be referred to as a "first component." Singular expressions include plural expressions unless the context clearly indicates otherwise.

[0035] Additionally, terms such as "below," "lower," "above," and "upper" are used to describe the relationships between components depicted in the drawings. These terms are relative concepts and are described based on the directions indicated in the drawings.

[0036] Unless otherwise defined, all terms (including technical and scientific terms) used herein have the same meaning as commonly understood by those skilled in the art to which this invention pertains. Furthermore, terms defined in commonly used dictionaries should be interpreted to have a meaning consistent with their meaning in the relevant technical context, and unless interpreted in an idealized or overly formal sense, they are explicitly defined herein.

[0037] Terms such as "include" or "have" should be understood to specify the presence of a feature, number, step, operation, component, part, or combination thereof described in the specification, but not to exclude in advance the possibility of the presence or addition of one or more other features, numbers, steps, operations, components, parts, or combinations thereof.

[0038] Additionally, when it is mentioned in this specification that a first component operates or executes on a second component, it should be understood that the first component operates or executes in an environment in which the second component operates or executes, or operates or executes through direct or indirect interaction with the second component.

[0039] When a component, device, or system is referred to as including a component consisting of a program or software, even if no explicit mention is made, it should be understood that the component, device, or system includes hardware (e.g., memory, CPU, etc.) or other programs or software (e.g., an operating system or drivers necessary to operate hardware) necessary for the program or software to run or operate.

[0040] Additionally, unless specifically stated otherwise in the implementation of a component, it should be understood that the component may be implemented in software, hardware, or both software and hardware.

[0041] Additionally, the terminology used herein is for the purpose of describing embodiments and is not intended to limit the present invention. In this specification, the singular also includes the plural unless specifically stated otherwise. As used herein, the terms "comprises" and / or "comprising" do not exclude the presence or addition of one or more other components.

[0042] Additionally, terms such as "part" and "device" in this specification may be intended to refer to the functional and structural combination of hardware and software driven by or for driving the hardware. For example, the hardware herein may be a data processing device including a CPU or other processor. Furthermore, software driven by the hardware may refer to a running process, object, executable, thread of execution, program, etc.

[0043] Additionally, it can be easily inferred by an average expert in the technical field of the present invention that the above terms may mean a logical unit of a given code and hardware resources for executing the given code, and do not necessarily mean physically connected code or a type of hardware.

[0044] Hereinafter, the specific technical contents to be implemented in the present invention will be described in detail with reference to the attached drawings.

[0045] The method for providing a securities transaction service using the long-short position integrated management HTS interface system according to the present invention is performed through a platform providing server that provides a program for providing a securities transaction service using the long-short position integrated management HTS interface system stored in a storage medium or a web service, and can be driven by a processor of a user terminal owned by a user.

[0046] And the program or web service provided by the securities trading service using the long-short position integrated management HTS interface system can be output through a video output device such as a display module, and can provide visible information through a visualized graphic user interface on a user terminal, etc.

[0047] In particular, a program or web service for providing securities trading services using the long-short position integrated management HTS interface system can be installed on a platform providing server, an academy terminal, a user terminal, etc. using a removable disk or a communication network, and a method for providing securities trading services using the long-short position integrated management HTS interface system can be operated by various functional means such as a user terminal, a securities company server, an exchange server, etc.

[0048] In other words, the present invention specifically realizes information processing by software through hardware.

[0049] Hereinafter, a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention will be described with reference to the attached drawings.

[0050] FIG. 1 is a drawing conceptually illustrating each component of a long-short position integrated management HTS interface system according to one embodiment of the present invention. In the following description, symbols assigned to each component are based on this drawing.

[0051] Each component illustrated in FIG. 1 may be functionally and logically separated, and it will be readily apparent to an average expert in the art that this does not necessarily mean that each component is separated into a separate physical device or written in separate code.

[0052] And FIG. 2 is a drawing showing the entire process of a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0053] As illustrated in FIG. 2, a method for providing a securities trading service using a long-short position integrated management HTS interface system according to one embodiment of the present invention includes steps (a) to (e).

[0054] Step (a) is a process in which the user management unit (11) of the HTS interface system (10) receives API connection information for a securities company from a user terminal (20) owned by the user.

[0055] In this process, the user management department (11) receives API connection information held by the securities company server (30) for the user from the user terminal (20) in order to access the securities company server (30) operated by the securities company.

[0056] At this time, the API connection information may include the user's ID, password, security code, etc. registered with the securities company, and may also include the account number generated by the securities company, the account alias arbitrarily created by the user for the account, etc.

[0057] At this time, if the user does not have API connection information for the securities company, the user management unit (11) may provide a registration procedure for creating API connection information to the user terminal (20).

[0058] Step (b) is a process in which the API call unit (12) of the HTS interface system (10) requests and receives account-related information of the user terminal (20) from the securities company server (30) operated by the securities company through API connection information, and step (c) is a process in which the API call unit (12) of the HTS interface system (10) requests and receives basic securities information received by the securities company server (30) from the exchange server (40).

[0059] That is, the API call section (12) of the HTS interface system (10) retrieves account-related information and basic securities information from the securities company server (30).

[0060] At this time, account-related information refers to all information permitted in relation to the user's account, which may include account number, account balance, transaction history, etc.

[0061] Additionally, basic securities information may include stock prices, indicators by stock type, or overall securities market conditions. Such basic securities information is all information that can be provided from the exchange server (40) and is self-evident to those skilled in the art, so a detailed explanation will be omitted.

[0062] Next, step (d) is a process in which the interface providing unit (13) of the HTS interface system (10) configures an interface of a stock set setting page based on account-related information and basic securities information and provides it to the user terminal (20).

[0063] That is, the user can view the stock set setting page that is constructed as a specific interface and then displayed through the display of the user terminal (20) through this process.

[0064] Below, we will explain in detail the stock set setting page.

[0065] FIG. 3 is an exemplary illustration of a stock set setting page (100) provided to a user terminal (20) through a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0066] As illustrated in FIG. 3, in this embodiment, the stock set setting page (100) may include a short position setting module (110) and a long position setting module (120).

[0067] The short position setting module (110) is provided to enable setting the short position investment item and the ratio of the short position investment item to the total short position investment amount.

[0068] The long position setting module (120) is provided to enable setting of long position investment items and the ratio of the long position investment items to the total long position investment amount.

[0069] That is, the user can configure a stock set consisting of the investment items he or she desires by inputting and manipulating the settings of the short position setting module (110) and the long position setting module (120) through the user terminal (20).

[0070] In addition, the stock set setting page (100) may further include a stock addition input button (130) that can newly add a short position setting module (110) and a long position setting module (120) through a user terminal (20).

[0071] That is, the user can select the item addition input button (130) through the user terminal (20) to display an additional short position setting module (110) and a long position setting module (120) and perform additional settings.

[0072] In addition, the short position setting module (110) and the long position setting module (120) of the present embodiment may include a stock setting tool for setting an investment item for short position investment, and a ratio setting tool for setting a ratio of the short position investment item to the total short position investment amount of the item.

[0073] At this time, the ratio setting tool can display the ratio of the ratio as a natural number.

[0074] For example, when there are two short position setting modules (110) displayed on the stock set setting page (100), and the ratio setting tool of the first short position setting module (110) is set to 1 and the ratio setting tool of the second short position setting module (110) is set to 2, the investment amount ratio of the investment stock set in the stock setting tool of the first short position setting module (110) and the investment stock set in the stock setting tool of the second short position setting module (110) may be 1:2.

[0075] In this way, a user can set a stock set consisting of one or more short position investment stocks and one or more long position investment stocks on the stock set setting page (100) via the user terminal (20). Furthermore, one or more stock sets can be set without limitation on the stock set setting page (100).

[0076] Next, step (e) is a process in which the interface provider (13) configures the interface of the dashboard page based on the stock set set by the user terminal (20) in the stock set setting page (100) and provides it to the user terminal (20).

[0077] The user can view the dashboard setting page that is displayed after being built into a specific interface through the display of the user terminal (20) through this process.

[0078] Below we will explain in detail the dashboard settings page.

[0079] FIG. 4 is an exemplary diagram showing a dashboard setting page (200) provided to a user terminal (20) through a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0080] As illustrated in FIG. 4, in the present embodiment, the dashboard setting page (200) may include one or more ribbon bars (210) that indicate the status of stocks included in the stock set based on the stock set set by the user terminal (20) in the stock set setting page (100).

[0081] A ribbon bar (210) like this can be created to correspond to each set of items, and can be listed sequentially from top to bottom.

[0082] FIG. 5 illustrates in detail the ribbon bar (210) of the dashboard setting page (200) in a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0083] As shown in (A) and (B) of FIG. 5, the ribbon bar (210) may include a budget ratio display unit (211), a short position return rate display unit (212), a short position increase rate display unit (213), a long position return rate display unit (214), and a long position increase rate display unit (215).

[0084] The budget ratio display section (211) displays the budget ratio of short position investment items and long position investment items as an occupied area.

[0085] At this time, short position investment items and long position investment items may be displayed in different colors, and if the area occupied by one of the short position investment items and long position investment items increases, the area occupied by the other decreases.

[0086] Additionally, the name of the investment item can be entered in the budget ratio display section (211).

[0087] The short position return display section (212) is provided to display the return of a short position investment item, and in the present embodiment, it is positioned at the left end of the ribbon bar (210).

[0088] The short position return display section (212) may display different colors depending on whether the return is + or -.

[0089] The short position increase rate display unit (213) is provided to display the increase rate of the short position investment item compared to the previous day, and in the case of this embodiment, it is arranged between the budget ratio display unit (211) and the short position increase rate display unit (213) on the ribbon bar (210).

[0090] The short position increase rate display section (213) may also display different colors depending on whether the increase rate is + or -.

[0091] The long position return rate display section (214) is provided to display the return rate of a long position investment item, and in the present embodiment, it is positioned at the right end of the ribbon bar (210).

[0092] The long position return rate display section (214) may also display different colors depending on whether the return rate is + or -.

[0093] The long position increase rate display unit (215) is provided to display the increase rate of the long position investment item compared to the previous day, and in the case of this embodiment, it is arranged between the budget ratio display unit (211) and the long position return rate display unit (214) on the ribbon bar (210).

[0094] The long position increase rate display section (215) may also display different colors depending on whether the increase rate is + or -.

[0095] In addition, in this embodiment, the budget ratio display unit (211) may include a budget ratio indicator (211a) provided at the boundary of the short position investment item occupied area and the long position investment item occupied area to indicate the budget ratio of the short position investment item and the long position investment item.

[0096] A budget ratio indicator (211a) like this can be formed so that the user can slide it within the ribbon bar (210) through the user terminal (20).

[0097] In particular, the present embodiment may further include a long position budget change unit (216) that is activated when the budget ratio indicator (211a) is manipulated toward the long position occupied area through the user terminal as shown in (B) of FIG. 5, and increases the long position budget ratio by a preset ratio when the budget ratio indicator (211a) is touched.

[0098] In addition, the present embodiment may further include a short position budget change unit (not shown) that is activated when the budget ratio indicator (211a) is manipulated toward the short position occupied area through the user terminal, and increases the short position budget ratio by a preset ratio when the budget ratio indicator (211a) is touched.

[0099] In addition, in this embodiment, the ribbon bar (210) of the budget ratio display unit (211) may further include a short position candlestick display unit (217) that displays a candlestick of a short position investment item and a long position candlestick display unit (218) that displays a candlestick of a long position investment item.

[0100] The display method of the short position candlestick display unit (217) and the long position candlestick display unit (218) can be formed in the same manner as the candlesticks that are generally widely used, and the parts indicating the high and low prices can be processed as diagonal lines (stripes).

[0101] In addition, the ribbon bar (210) of the present embodiment may further include a first strength indicator (220), a second strength indicator (230), and a third strength indicator (240).

[0102] The first strength indicator (220) is an indicator based on the volume weighted average price (VWAP), and can display the relative strength of short position investment items and long position investment items based on the scale shown on the upper part of the ribbon bar (210).

[0103] At this time, the volume-weighted average price can be calculated by dividing the transaction amount by the transaction volume.

[0104] The second strength indicator (230) is an indicator based on the current price, and can display the relative strength of short position investment items and long position investment items based on the scale shown on the upper part of the ribbon bar (210).

[0105] The third strength indicator (240) is an indicator based on the closing strength (VP), and can display the relative strength of short position investment items and long position investment items based on the scale shown on the upper part of the ribbon bar (210).

[0106] At this time, the contract strength can be calculated as the value of the buy contract volume divided by the sell contract volume.

[0107] Next, step (f) is a process in which the interface provider (13) configures an interface of a budget ratio setting page that sets the ratio of the total short position investment amount and the total long position investment amount of the selected stock set based on the stock set set on the stock set setting page (100) of the user terminal (20), and provides the interface to the user terminal (20).

[0108] The user can view the budget ratio setting page that is constructed as a specific interface and displayed through the display of the user terminal (20) through this process.

[0109] Below, we will explain in detail the budget ratio setting page.

[0110] FIG. 6 is an exemplary illustration of a budget ratio setting page (300) provided to a user terminal (20) through a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0111] As illustrated in FIG. 6, in this embodiment, the budget ratio setting page (300) may include a budget input window (310), a budget ratio increase / decrease scale (320), and a ratio setting bar (330) built based on the stock set set by the user terminal (20) in the stock set setting page (100).

[0112] The budget input window (310) is provided so that the entire budget for the selected set of items can be entered through the user terminal.

[0113] That is, the user can input the total budget to be invested in the corresponding set of stocks in Arabic numerals through the user terminal (20).

[0114] The budget ratio increase / decrease scale (320) is a tool provided to enable the user to set the increase / decrease ratio of the total budget entered in the budget input window (310) through the user terminal (20).

[0115] That is, when a user drags the indicator of the budget ratio increase / decrease scale (320), the total budget can be increased or decreased according to the displayed ratio.

[0116] The ratio setting bar (330) is a tool provided to enable the user to set the ratio of the total short position investment amount and the total long position investment amount to the total budget of the selected stock set using the user terminal (20).

[0117] FIG. 7 illustrates in detail the ratio setting bar (330) of the budget ratio setting page (300) in a method for providing a securities transaction service using a long-short position integrated management HTS interface system according to one embodiment of the present invention.

[0118] As illustrated in FIG. 7, the ratio setting bar (330) may include a bar frame (331), a short position ratio display unit (332), a long position ratio display unit (333), a slide operation unit (334), a short position purchase amount display unit (335), and a long position purchase amount display unit (336).

[0119] The bar frame (331) is formed to have a preset length.

[0120] And the short position ratio display unit (332) displays the ratio of the short position investment amount within the bar frame (331) through the length, and the long position ratio display unit (333) displays the ratio of the long position investment amount (331) within the bar frame through the length.

[0121] That is, the short position ratio display unit (332) and the long position ratio display unit (333) are set so that when one increases within a bar frame (331) of a fixed length, the other decreases.

[0122] Additionally, the short position ratio display unit (332) and the long position ratio display unit (333) may be displayed in different colors.

[0123] The slide operation unit (334) is provided at the boundary between the short position ratio display unit (332) and the long position ratio display unit (333), and is formed to be movable along the length direction of the bar frame (311) via the user terminal (20), and is a tool provided to adjust the ratio of the short position investment amount and the long position investment amount.

[0124] That is, the user can conveniently adjust the ratio of the short position investment amount and the long position investment amount by dragging the slide operation part (334) within the bar frame (331).

[0125] The short position purchase amount display unit (335) is a tool that displays the current purchase amount of a short position investment item within the bar frame (331) through length, and the long position purchase amount display unit (336) is a tool that displays the current purchase amount of a long position investment item within the bar frame (331) through length.

[0126] In this embodiment, the short position purchase amount display unit (335) is displayed thicker than the short position ratio display unit (332), and may also be displayed with different brightness of the same color.

[0127] Likewise, the long position purchase amount display unit (336) is also displayed thicker than the long position ratio display unit (333), and can also be displayed with different brightness of the same color.

[0128] However, the color, brightness, saturation, etc. of the short position purchase amount display unit (335) and the long position purchase amount display unit (336) are not limited to any specific one and can be changed in various ways depending on the settings.

[0129] The short position purchase amount display section (335) and the long position purchase amount display section (336) can be set to gradually lengthen according to the purchase amount.

[0130] Meanwhile, if the short position purchase amount display unit (335) becomes longer than the short position ratio display unit (332) or the long position purchase amount display unit (336) becomes longer than the long position ratio display unit (333), it indicates a state of overbought compared to what the user has set. In such a case, the colors of the short position purchase amount display unit (335) and the long position purchase amount display unit (336) can be reversed to express the same.

[0131] In addition, the ratio setting bar (330) may include the first intensity indicator (337), the second intensity indicator (338), and the third intensity indicator (339) that were applied in the aforementioned ribbon bar (210).

[0132] The first intensity indicator (337), second intensity indicator (338), and third intensity indicator (339) of the ratio setting bar (330) have the same functions as those of the ribbon bar (210), so any duplicate explanation will be omitted.

[0133] Meanwhile, referring again to FIG. 5, the budget ratio setting page (300) in this embodiment may further include a purchase quantity distribution setting window (340) provided to set the purchase quantity distribution of short position investment items and long position investment items by inputting a quantity division curve through the user terminal (20).

[0134] This purchase quantity distribution setting window (340) is provided so that the user can set the purchase quantity distribution of short position investment items and long position investment items through a quantity division curve in the form of a distribution curve.

[0135] The purchase quantity distribution setting window (340) may be configured to set the purchase quantity distribution using, for example, a preset normal distribution curve, or may be provided to set the purchase quantity distribution using a quantity division curve drawn directly by the user through the user terminal (20).

[0136] At this time, a lower slide window for setting the price fluctuation rate may be displayed at the bottom of the purchase quantity distribution setting window (340), and left and right slide windows for adjusting the quantity division curve standard deviation value may be displayed on the left and right.

[0137] Meanwhile, the method for providing securities trading services using the long-short position integrated management HTS interface system according to the present invention can be applied in various operating methods depending on the hardware construction type.

[0138] FIG. 8 illustrates various ways in which a method for providing securities trading services using a long-short position integrated management HTS interface system according to one embodiment of the invention can be operated.

[0139] First, referring to (A) of FIG. 8, the present invention can provide an interface implemented by a program or web service for providing a securities transaction service to a user terminal (20).

[0140] Afterwards, the user can set a budget and quantity division curve, etc. through each of the aforementioned services via the user terminal (20), and then create and transmit a transaction command.

[0141] And the transaction command transmitted in this manner can be transmitted to the securities company server (30), and the securities company server (30) can transmit the received transaction command to the exchange server (40).

[0142] That is, in a form like (A) of Fig. 8, a transaction command is generated in a user terminal (20), and the securities company server (30) performs the role of transmitting it to the exchange server (40).

[0143] Next, referring to (B) of FIG. 8, an interface implemented by a program or web service for providing a securities trading service may be provided to a user terminal (20).

[0144] However, in this method, the user sets the transaction settings, such as the budget setting and quantity division curve, through the aforementioned services via the user terminal (20), and then transmits such transaction settings to the securities company server (30).

[0145] And the transaction setting values ​​transmitted in this manner can be transmitted to the securities company server (30), and the securities company server (30) can create a transaction command based on the transaction setting values ​​and transmit it to the exchange server (40).

[0146] That is, in the form of (B) of Fig. 8, only the transaction setting value is created in the user terminal (20), and the securities company server (30) creates a transaction command and transmits it to the exchange server (40).

[0147] Next, referring to (C) of Fig. 8, an interface implemented by a program or web service for providing a securities transaction service may be provided to a user terminal (20).

[0148] However, in this method, the user can set the transaction settings, such as budget settings and quantity division curves, through the user terminal (20) for each of the aforementioned services, and then transmit these transaction settings to the service provider, i.e., the operating server, which is the operating entity of the HTS interface system.

[0149] And the operating server that receives the transaction setting value from the user terminal (20) can create a transaction command based on the transaction setting value and transmit it to the securities company server (30).

[0150] Afterwards, the securities company server (30) can transmit the received transaction command to the exchange server (40).

[0151] That is, in the form of (C) of Fig. 8, only the transaction setting value is created in the user terminal (20), and the service provider, the operating server, creates a transaction command, receives it in the securities company server (30), and transmits it to the exchange server (40).

[0152] As described in each method, the present invention allows transaction settings and transaction commands to be generated and transmitted based on a combination of various hardware entities.

[0153] As described above, preferred embodiments of the present invention have been described. It will be apparent to those skilled in the art that the present invention can be embodied in other specific forms, in addition to the embodiments described above, without departing from the spirit or scope thereof. Therefore, the above-described embodiments should be considered illustrative rather than restrictive, and accordingly, the present invention is not limited to the above description, but may be modified within the scope of the appended claims and their equivalents.

Claims

1. Step (a) in which the user management department of the HTS interface system receives API connection information for a securities company from a user terminal owned by the user; (b) step in which the API call part of the above HTS interface system requests and receives account-related information of the user terminal from a securities company server operated by the securities company through the API connection information; (c) step in which the API call part of the above HTS interface system requests and receives the basic securities information received from the exchange server by the securities company server; and (d) step in which the interface providing unit of the above HTS interface system configures an interface of a stock set setting page based on the account-related information and the securities basic information and provides it to the user terminal; Including, The above item set settings page is: A short position setting module that can set the short position investment items and the ratio of the short position investment items to the total short position investment amount; and A long position setting module that can set long position investment items and the ratio of the long position investment items to the total long position investment amount; Provided so that a set of items can be configured through the user terminal including Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

2. In paragraph 1, The above item set settings page is: Including an item addition input button that can add the short position setting module and the long position setting module through the user terminal. Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

3. In paragraph 1, The above interface providing unit further includes a step (e) of configuring an interface of a dashboard page that displays one or more ribbon bars indicating the status of stocks included in the stock set based on the stock set set on the stock set setting page of the user terminal and providing the interface to the user terminal. Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

4. In paragraph 3, The above ribbon bar is, Budget ratio display section that displays the budget ratio of short position investment items and long position investment items as an area occupied; Short position return display section that displays the return on short position investment items; A short position increase rate indicator that shows the increase rate of short position investment items compared to the previous day; A long position return display section that displays the return on long position investment items; and Long position increase rate display section showing the increase rate of long position investment items compared to the previous day; Including, Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

5. In paragraph 4, The above budget ratio display section is, A budget ratio indicator is provided at the boundary of the short position investment item occupancy area and the long position investment item occupancy area, and includes a budget ratio indicator that indicates the budget ratio of the short position investment item and the long position investment item. Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

6. In paragraph 5, The above budget ratio indicator is formed so that the user can slide and move within the ribbon bar via the user terminal, The above ribbon bar is, A long position budget change unit that is activated when the budget ratio indicator is manipulated toward the long position occupied area through the user terminal, and increases the long position budget ratio by a preset ratio when the budget ratio indicator is contacted; and A short position budget change unit that is activated when the budget ratio indicator is manipulated toward the short position occupancy area through the user terminal, and increases the short position budget ratio by a preset ratio when the budget ratio indicator is contacted; Including more, Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

7. In paragraph 4, The above ribbon bar is, A short position candlestick display section that displays candlesticks of short position investment items; and Long position candlestick indicator that displays candlesticks of long position investment items; Including more, Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

8. In paragraph 1, The above interface providing unit further includes a step (f) of configuring an interface of a budget ratio setting page that sets the ratio of the total short position investment amount and the total long position investment amount of the selected stock set based on the stock set set on the stock set setting page of the user terminal and providing the interface to the user terminal. Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

9. In paragraph 8, The above budget ratio setting page is: A budget input window is provided to allow the user to input the entire budget for the selected set of items through the user terminal; A budget ratio increase / decrease scale provided so that the increase / decrease ratio of the total budget entered in the above budget input window can be set through the user terminal; and A ratio setting bar is provided to enable the user to set the ratio of the total short position investment amount and the total long position investment amount to the total budget of the selected set of items through the user terminal; Including, Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

10. In paragraph 9, The above ratio setting bar is, A bar frame formed to have a preset length; A short position ratio display section that displays the ratio of the short position investment amount within the above bar frame through the length; A long position ratio display section that displays the ratio of long position investment amount within the above bar frame through the length; A slide operating unit provided at the boundary of the short position ratio display unit and the long position ratio display unit and formed so as to be movable along the longitudinal direction of the bar frame through the user terminal, thereby providing a means for adjusting the ratio of the short position investment amount and the long position investment amount; A short position purchase amount display section that displays the current purchase amount of a short position investment item within the above bar frame through the length; and A long position purchase amount display section that displays the current purchase amount of a long position investment item within the above bar frame through the length; Including, Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

11. In paragraph 8, The above budget ratio setting page is: Further including a purchase quantity distribution setting window provided to set the purchase quantity distribution of short position investment items and long position investment items by inputting a quantity division curve through the user terminal. Method for providing securities trading services using the HTS interface system for integrated management of long and short positions.

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