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KR-20260067659-A - SYSTEM FOR PROVIDING CUSOTMIZED MARKET STATUS DISPLAY SYSTEM FOR INVESTMENT ITEM ANAYSIS

KR20260067659AKR 20260067659 AKR20260067659 AKR 20260067659AKR-20260067659-A

Abstract

A customized market status display system for investment stock analysis is provided, and includes a user terminal that inputs a stock of interest among investment stocks, selects one of the pre-configured investment styles, and receives a list of recommended investment stocks based on the stock of interest and investment style; a recommendation unit that recommends investment stocks by inputting the stock of interest and investment style into a pre-established recommendation model when the stock of interest and investment style are input on the user terminal; a generation unit that generates a search screen by reordering investment stocks based on the tag with the highest number of selections for Day, Time, and Min tags among the listed investment stocks; and a pattern discovery unit that reorders and displays investment stocks based on at least one pre-configured item for technical analysis.

Inventors

  • 김형규

Assignees

  • 김형규

Dates

Publication Date
20260513
Application Date
20241106

Claims (7)

  1. A user terminal that inputs a stock of interest among investment stocks, selects one of the pre-set investment styles, and receives a list of recommended investment stocks based on the stock of interest and investment style; and An analysis service providing server comprising: a recommendation unit that recommends investment stocks by inputting the interest stocks and investment style into a pre-established recommendation model when the interest stocks and investment style are entered at the user terminal; a generation unit that generates a search screen by reordering the investment stocks based on the tag with the highest number of selections for Day, Time, and Min tags among the listed investment stocks; and a pattern discovery unit that reorders and displays the investment stocks based on at least one pre-set item for technical analysis. A customized market status display system for investment stock analysis including
  2. In Article 1, At least one item pre-established for the above technical analysis is, Includes Continuous Rise, Continuous Fall, Golden Cross, and Death Cross, The above analysis service providing server is, A period-specific display unit that receives at least one price fluctuation rate period and a trading volume period from the user terminal and displays the investment items rearranged by the pattern discovery unit above, and displays the price fluctuation rate and trading volume by period; A customized market status display system for investment stock analysis characterized by further including
  3. In Article 1, The above analysis service providing server is, An indicator-based display unit that stores a log of filtering conditions and tags selected on the user terminal, provides a My View screen maintaining the filtering conditions, and displays a stock in which at least one index of the investment item has risen or an investment stock corresponding to the filtering conditions or tags selected on the user terminal; A customized market status display system for investment stock analysis characterized by further including
  4. In Article 2, The above analysis service providing server is, An automatic video production unit that, when at least one investment item is the aforementioned continuous rise or is an investment item selected from the user terminal, arranges the graphs of the investment items in chronological order, combines the graphs arranged in chronological order frame by frame to produce a video, and then uploads it; A customized market status display system for investment stock analysis characterized by further including
  5. In Article 1, The above analysis service providing server is, A rise/fall prediction unit that calculates the rise or fall probability of an investment stock selected on the above user terminal based on a moving average line and displays it according to rank; A customized market status display system for investment stock analysis characterized by further including
  6. In Article 1, The above analysis service providing server is, A selling unit that, when a target period, a first target price, and a second target price are selected for an investment stock held at the user terminal, sets to sell a preset portion of the held investment stock when the first target price is reached and sells the remaining quantity when the second target price is reached, and calculates and provides a rate of return based on the target period, the first target price, and the second target price; A customized market status display system for investment stock analysis characterized by further including
  7. In Article 1, The above analysis service providing server is, A 3D visualization unit that visualizes a 3D graph by adding indicators not currently displayed in the graph when outputting a graph for at least one investment item; A customized market status display system for investment stock analysis characterized by further including

Description

Customized Market Status Display System for Investment Item Analysis {SYSTEM FOR PROVIDING CUSOTMIZED MARKET STATUS DISPLAY SYSTEM FOR INVESTMENT ITEM ANAYSIS} The present invention relates to a customized market status display system for investment stock analysis, and provides a system that not only searches for analysis results but also displays them in a customized manner according to market conditions by rearranging investment stocks by technical analysis items. Quant investing is an investment method that applies mathematical models and scientific processes to asset management, such as stock selection, portfolio construction, and portfolio management. Unlike qualitative investment methods, where investors generally analyze industries and companies to determine their value, quant investing refers to a quantitative investment approach that creates strategies based on mathematics and statistics and invests accordingly. The former is sometimes referred to as Fundamental Analysis, while the latter is referred to as Technical Analysis. The stages of collecting and processing data, building models based on it, and executing them closely resemble the workflow of data science. This involves collecting and organizing data necessary for investment, such as stock prices and financial statements, processing them to obtain required indicators, selecting investment stocks or conducting backtests using various models, and finally making actual investments and evaluating performance based on these results. Therefore, quant investing can be viewed as an application of data science to finance, and data and programming lie at the heart of quant investing. At this time, methods for automatically trading investment stocks using quantitative investment or analyzing the impact of a user's trading patterns on the rate of return have been researched and developed. In this regard, prior art Korean Published Patent No. 2022-0152803 (published November 17, 2022) and Korean Published Patent No. 2023-0072669 (published May 25, 2023) describe a configuration in which indicators for each investment stock registered on the Korea Exchange and cryptocurrency exchanges are collected, backtesting is performed based on expected values and settings configured on a user terminal based on a trading algorithm, input values for the buy and sell timing of investment stocks designated by the user are designated as simulation prediction values, and trading is executed. Furthermore, to apply a quantitative algorithm based on financial product trading patterns, the trading patterns of the user terminal are modeled, financial products are recommended through a quantitative service, and when a stock recommendation event occurs, an expected purchase price is estimated based on the modeled trading pattern, and using the expected purchase price Each configuration for analyzing the impact of a user's trading pattern on the rate of return by simulating quantitative asset valuation is disclosed. However, in the former case, it does not display market conditions desired by the user through an automated trading algorithm for investment items, but merely provides a configuration for buying and selling according to conditions set by the user. In the case of the latter, although it is stated that it provides quant services, it is merely a configuration that analyzes the user's trading patterns, not a configuration that discovers market conditions or fluctuation patterns and displays them in a customized manner. Although various applications and analysis tools have recently been released, there are only configurations that filter and sort investment items such as stocks or coins, and there are no configurations that display items related to the technical analysis of quant investment. Therefore, research and development of a system capable of custom-displaying investment items sorted according to at least one item of the technical analysis of quant investment is required. FIG. 1 is a drawing illustrating a customized market status display system for investment stock analysis according to one embodiment of the present invention. Figure 2 is a block diagram illustrating an analysis service provider server included in the system of Figure 1. FIGS. 3 and FIGS. 4 are drawings for explaining an embodiment in which a market status analysis service according to an embodiment of the present invention is implemented. FIG. 5 is an operation flowchart illustrating a method for providing a market status analysis service according to an embodiment of the present invention. Embodiments of the present invention are described below with reference to the attached drawings so that those skilled in the art can easily implement the invention. However, the present invention may be embodied in various different forms and is not limited to the embodiments described herein. Furthermore, in order to clearly explain the present invention in the drawings, parts unrelated to the explanation ha