TWI647644B - A computer implemented system and method using graphical interface to construct and execute an order submission strategies. - Google Patents

Abstract

A trading system and method for graphically establishing and executing an order strategy, wherein the method comprises the steps of: obtaining a technical analysis chart of at least one financial product; and setting a graphic, a state, a form, and the at least one technical analysis chart a decision indicator of any one or a combination of the prices; setting a single strategy corresponding to the decision indicator, the content of the order policy includes a trigger condition, an execution mode corresponding to the trigger condition, and a single parameter; and The content of the policy monitors the decision relationship between the technical analysis chart and the decision indicator in at least one technical analysis chart, and executes the execution mode corresponding to the trigger condition when the decision relationship meets a certain trigger condition.

Description

Graphical establishment and execution of ordering strategy trading system and method thereof

The invention relates to a computer-implementable financial commodity trading system and a method thereof, in particular to a trading system and method for graphically establishing and executing a placing strategy.

Due to advances in information technology, most of the current financial products can be traded through an online trading platform that combines computer and network technologies. The known financial products online trading platform can provide a variety of traditional financial products (such as stocks, Futures, foreign exchange, funds, etc. and derivative financial products (such as: interest rate futures, stock index futures, foreign exchange futures, commodity futures, stock index options, stock index futures options, stock options, etc.) for online trading operations, For convenience of explanation, the "financial goods" referred to below and in the related description of the present invention include the above listed and other financial products and derivative financial products that are not listed and can be traded through an online trading platform.

In order to provide a more convenient and faster financial commodity trading environment for traders in the trading market, existing futures dealers (or securities firms) or brokers who concurrently operate futures trading assistants develop a kind of order software (or financial products). Online trading software), which provides traders in the trading market with the ability to invest and trade financial products through this ordering software.

Financial products online trading system combines computer software (Computer Software), information network (such as Internet-Internet) and information technology (Information Technology) technology, traders in the trading market can log into the online trading system of financial products through the software displayed on the network terminal device, and then Online trading of financial products and financial commodity trading centers (such as the Taiwan Stock Exchange and the Taiwan Futures Exchange) for online trading of financial products is an operation commonly referred to as "ordering".

Although the basic principles of profitability through the sale and purchase of financial products remain unchanged, the variety of these financial products and the different ways of profiting make the trading strategies of financial products very complicated, and many in the trading market. Traders usually formulate various financial ordering strategies based on different commodity information. In addition to the function of online trading, the known online trading system of financial products can provide a variety of different analytical information through technical analysis, and even provide commodity information related to financial products, such as: news, global financial market real-time market, policies, regulations And other messages to help traders in the trading market quickly grasp commodity intelligence and quickly place orders and other transaction-related operations.

Technical analysis refers to the study of past financial market information to predict price trends to determine the order strategy. The basis of technical analysis is based on the data on the market price, volume and time series of financial products. Technical analysis is classified in many ways, and the divisions of various schools are different. Murphy (1999) proposes that generalized technical analysis can be divided into two categories: "traditional graphical analysis" and "statistical technical analysis." Lin Tianyun (2006) divided the tools for technical analysis into three categories: graphical analysis, price indicators, and quantitative indicators.

Graphic analysis is a curve type based on the past price of the market, and is used as a basis for judging future market trends. Among them are K-line (Japan line) and bar line (USA). Line) map, high and low line chart, closing line chart, price and volume chart, price and technical indicator chart, etc. The price indicator is a set of meaningful indicator values generated by statistical methods based on past prices of the market to measure future market trends. Representatives are: moving average (MA), exponential smoothing. Moving Average (MACD), Relative Strength Index (RSI), Stochastic (KD), Deviation Rate (BIAS), etc. The quantity index is based on the market volume to judge the energy of the stock market, and then predict its trend, which is representative of: volume, energy tide (OBV). For convenience of explanation, the "technical analysis chart" referred to hereinafter and other contents of the specification of the present invention includes one or more analysis results produced by the analysis of the various techniques described above.

In practice, some of the technical analysis charts obtained by the above technical analysis cannot be used alone as a reference for determining the order strategy, but to be meaningfully combined with other technical analysis charts. For example, there is a close relationship between the trend of market prices and the change of trading volume. Usually, the change chart of the trading volume at the same time is drawn below the daily K-line chart of the price, which constitutes a matching map of the price volume. In addition, the map of price and technical indicators is also very common, generally the price above the graph, the following is the technical analysis index. Reasons for technical indicators and prices, for example: Some technical indicators must be combined with price graphics to make sense. For example, OBV and other values have no practical technical indicators; some technical indicators may involve price curves such as technical indicators and price curves. Deviate. Some of the price fluctuations in the past price movements represent the meaning of the high and low grades. In short, the technical indicator method is an important technical analysis method. This graph shows the changes in technical indicators during the price fluctuation process, and can help to analyze the market using technical indicators.

Most of the current online trading systems for financial products have technical analysis. The function can provide a variety of technical analysis charts and a variety of other financial products related information or instant messages, many of which can be displayed in the main window of the online trading system of financial products in a split screen, or even in the trading market. The trader is free to decide whether to display the position or increase or decrease the displayed content; in terms of order function, the known online trading system of financial products provides a simple order operation interface for the trader in the trading market to perform online order operation. It also provides a variety of different ordering strategies and analysis charts for their profit and loss. In short, many online financial trading systems in the market can provide a wealth of technical analysis charts and financial goods related information, as a reference for traders in the trading market to decide on the order strategy. However, while displaying a wealth of technical analysis charts and financial product related information, only a small portion of the display area is left on the display screen of the network terminal device to provide a simple order operation interface, which is generally simple. The order operation interface requires the user to use the keyboard to enter the number of commodities to be traded, the commission price and the transaction type (for example, to buy or sell); for example, the invention patent I233561 that has been approved for announcement, "strategic investment system and method for financial commodities" The "order confirmation area" located under the "Financial Commodity Area" is an obvious example.

Some known financial products online trading systems also provide a special ordering interface that allows traders in the trading market to place multiple orders or fast order orders, such as the known "E01" online order. The software provides a ordering interface called "Lightning Order" (see http://www.fubon.com/securities/hot/990520/index.html), similar lightning order interface and "Yuanda" Futures easywin Yili win", Group benefit futures strategy king; other known financial products online trading system also provides software that needs to write complex code as a program transaction order, such as Risheng Securities HTS (http://www .hts.com.tw). Many of these kinds are not The same function ordering interface is designed to assist traders in the trading market to perform ordering operations under complicated conditions, thereby realizing the ordering strategy formulated by the trader in the trading market.

As mentioned above, traders in the trading market can use the technical analysis charts provided by technical analysis to quickly grasp the trend of commodity intelligence and forecast prices to determine the order strategy, and traders in the trading market usually refer to multiple Technical analysis charts and commodity intelligence of related financial products will determine the order strategy.

Most of the known order methods provided by the online trading system of financial products, whether it is a simple order operation interface and a special order interface, still require the user to input the number of items to be traded by using a keyboard or other input device. The order price and the type of transaction (such as buying or selling) can be used to complete the order. Therefore, in the trading market, the trader can refer to the technical analysis chart and related information of financial products, and then switch to the order interface to perform the order operation. Frequent switching of the window will seriously affect the speed of decision-making and order placement. This way is very inconvenient for traders in the trading market where every second counts.

Although some known online trading systems for financial products allow users to set or combine decision conditions and order parameters to create complex order strategies and automate ordering, this function is only suitable for programs. High-end users of writing skills are not suitable for most traders in the trading market. Therefore, the development of a powerful and convenient ordering method for most traders is still the direction of continuous improvement and efforts of developers in this technical field.

In view of the fact that the conventional online trading system for financial products has a problem of being difficult to operate and time-consuming in the process of establishing a complicated ordering strategy, the present invention proposes a graphical setting. The single strategy and the trading system and method for executing the ordering strategy can enable a trader using the system of the present invention to conveniently establish a complicated ordering strategy.

To solve the above problem, an embodiment of the present invention for graphically establishing and executing a trading system for placing an order policy includes: A technical analysis chart obtaining means for obtaining a technical analysis chart of at least one financial product, and setting a technical analysis chart of at least one financial product as a "current technical analysis chart"; a decision indicator setting means, providing a decision indicator setting tool for setting a decision indicator in at least one technical analysis chart, the decision indicator being selected from the group consisting of a graphic, a state, a form, and a price Any one or a combination thereof; The single strategy generation means is used to set a single strategy corresponding to the decision indicator, and the content of the order policy includes a trigger condition, an execution mode corresponding to the trigger condition, and a single parameter corresponding to the trigger condition, the trigger condition Recording a strategic relationship between the technical analysis chart and the decision indicator, the policy relationship is set by a trader using the system of the present invention, the execution mode is a notification mode, an automatic order mode, a search mode, and a backtest performance mode Any one or a combination of the group, the order parameter records the transaction content corresponding to the trigger condition (including: the transaction target (refers to a certain financial product to be traded), the order method (direct order) / price order), type of transaction (buy/sell), commission quantity and commission price); An execution means may monitor, in the at least one technical analysis chart, the policy relationship between the technical analysis chart and the decision indicator according to the trigger condition of the order policy corresponding to the technical analysis chart, and the relationship between the policy and the decision indicator is met Execute the next policy when a trigger condition This execution mode that should trigger the condition is omitted.

According to an embodiment of the present invention, the decision indicator setting tool is an operation interface combining graphic and function options, and the user can set the decision indicator through the operation interface, and then set the corresponding trigger condition and the order parameter, and then Easily build complex ordering strategies.

On the other hand, the execution means in the transaction system of the present invention can immediately use EMAIL, SMS, and any instant messaging software when the trigger condition occurs (when the aforementioned policy relationship meets a certain trigger condition). The method sends a notification message to the trader using the system of the present invention.

On the other hand, the execution means in the transaction system of the present invention can perform an automatic ordering action according to the transaction content of the order parameter corresponding to the trigger condition when the trigger condition occurs.

On the other hand, the execution means in the transaction system of the present invention executes the back-test performance mode, and when the trigger condition occurs, searches for the transaction content of the order parameter corresponding to the trigger condition in a certain period in the past, and Performance analysis of these transactional content enables a transaction performance simulation function; the aforementioned period can be freely set by the trader using the system of the present invention.

On the other hand, the execution means in the transaction system of the present invention can immediately send a notification message to the trader using the system of the present invention by any one of EMAIL, SMS, and various instant messaging software when the trigger condition occurs, and The action of automatically placing an order is performed according to the transaction content of the order parameter corresponding to the trigger condition.

In another aspect, the executing means in the trading system of the present invention further comprises: finding, according to the triggering condition in the ordering strategy, financial products that meet or approximate the triggering condition from the technical analysis charts of the plurality of financial products.

In another aspect, the executing means in the transaction system of the present invention further includes: finding, according to the trigger condition in the order policy, a financial product that meets or approximates the trigger condition from a technical analysis chart of the plurality of financial products, and The identified financial products immediately send a notification message to the trader using the system of the present invention by any means such as EMAIL, newsletter, and various instant messaging software.

In another embodiment of the transaction system of the present invention, the method further includes a commodity information obtaining means for obtaining market information related to the financial product according to the financial product represented by the current technical analysis chart (in particular, Any one or a combination of news, decree announcements and announcements based on text, wherein the order strategy generation means also provides a keyword custom interface for the trader to use the system of the present invention to The set keyword is set as the trigger condition. The execution means monitors the market intelligence according to the keyword. When the market intelligence meets the keyword, the notification message is sent to the user through any one of EMAIL, SMS, and various instant messaging software. The trader of the invention system.

On the other hand, another embodiment of the transaction system of the present invention further includes a commodity information acquisition means for obtaining market information related to the financial product based on the financial product represented by the current technical analysis chart. The order generation strategy also provides a keyword customization interface, and the trader who uses the system of the invention sets the custom keyword as a trigger condition, and the execution means monitors the market intelligence according to the keyword, and the market intelligence Meet the customs When the key is used, the notification message is sent to the trader using the system of the present invention through EMAIL, the newsletter, and various instant messaging softwares, and the automatic order is executed according to the transaction content of the order parameter corresponding to the trigger condition. Actions.

According to an embodiment of the transaction system of the present invention, the decision indicator setting tool provided includes: functions of drawing, clicking, dragging, marking, copying, adding, modifying, and deleting, which can be set in the technical analysis chart. The decision indicator either specifies a single or several inclusion lines (for example: slash, golden line), continuous polylines (for example: proportional lines), and curves (for example: moving average, indicator line, curved line) from the technical analysis chart. Either or a combination thereof is set as a decision indicator.

According to an embodiment of the transaction system of the present invention, the decision indicator setting tool further provides a state specifying tool, wherein the state specifying tool has a plurality of available or customized graphic states for use as decision indicators, and can also be specified by the state. The tool specifies one of the graphical states (eg, line segment crossing, indicator value, interval breakout, etc.) in the technical analysis chart as the decision indicator.

According to an embodiment of the transaction system of the present invention, the decision indicator setting tool further provides a model library having a plurality of graphical analysis models available for selection or customization, and one of the technical analysis charts may be specified. The analytical model is set as a decision indicator.

Based on the implementation of the above-described functions of the present invention, an embodiment of the method for graphically establishing and executing a policy for placing an order policy comprises the following steps: A. Obtain a technical analysis chart of at least one financial product, and set a technical analysis chart of at least one financial product as a "current technical analysis chart"; B. Obtaining a decision indicator, comprising providing a decision indicator setting tool, and using the decision indicator setting tool to set a decision indicator in at least one technical analysis chart, the decision indicator is selected from the group consisting of graphics, states, patterns, and Any one or combination of groups of prices; C. Obtaining a single strategy, providing a policy setting interface for setting a single strategy corresponding to the decision indicator, the content of the order policy includes a trigger condition, an execution mode corresponding to the trigger condition, and a corresponding trigger condition a single parameter, the trigger condition records a strategic relationship between the technical analysis chart and the decision indicator, the policy relationship is set by a trader using the system of the present invention, the execution mode is a notification mode, an automatic order mode, and a search Any one or a combination of the group of modes and backtest performance patterns, the order parameters recording the transaction content corresponding to the trigger condition; D. executing the execution mode, monitoring the policy relationship between the technical analysis chart and the decision indicator according to the trigger condition of the order policy corresponding to the technical analysis chart in at least one technical analysis chart, and in the policy relationship When the trigger condition is met, the execution mode corresponding to the trigger condition in the order policy is executed.

In another aspect, the method of the present invention includes immediately transmitting a notification message to a trader using the system of the present invention by any one of EMAIL, SMS, and various instant messaging software when the trigger condition occurs.

In another aspect, the method of the present invention includes performing an automatic ordering action in accordance with the transaction content of the order parameter corresponding to the trigger condition when the trigger condition occurs.

In another aspect, the method of the present invention includes performing the return when the trigger condition occurs Measuring the performance mode, and performing the back-testing performance mode, when the trigger condition occurs, searching for the transaction content of the order parameter corresponding to the trigger condition in a certain period in the past, and analyzing the performance of the transaction content, A function of transaction performance simulation can be implemented; the aforementioned period can be freely set by the trader using the system of the present invention.

In another aspect, the method of the present invention includes: when the trigger condition occurs, immediately sending a notification message to the trader using the system of the present invention by using any one of EMAIL, a short message, and various instant messaging software, and according to the corresponding trigger condition The transaction content of the order parameter is executed to automatically place an order.

In another aspect, the method of the present invention includes finding financial products that meet or approximate the trigger condition from a technical analysis chart of a plurality of financial products based on the trigger condition in the order policy.

In another aspect, the method of the present invention includes, according to the trigger condition in the order policy, finding a financial product that meets or approximates the trigger condition from a technical analysis chart of a plurality of financial products, and instantly finding the financial product to be found. The notification message is sent to the trader using the system of the present invention by any of EMAIL, SMS, and various instant messaging software.

Another embodiment of the method of the present invention includes: Obtain market intelligence on financial products represented by current technical analysis charts; Providing a keyword custom interface for obtaining a trader-customized keyword using the system of the present invention and setting the keyword as a trigger condition; Monitor this market intelligence based on keywords, when market intelligence matches keywords, ie The notification message is sent to the trader using the system of the present invention by any of EMAIL, SMS, and various instant messaging software.

Another embodiment of the method of the present invention includes: Obtain market intelligence on financial products represented by current technical analysis charts; Providing a keyword custom interface for obtaining a trader's customized keyword using the system of the present invention, and setting the keyword as a trigger condition; Monitor the market intelligence based on keywords, and send the notification message to the trader using the system of the present invention by any means such as EMAIL, SMS, or various instant messaging software when the market intelligence meets the keyword; The action of automatically placing an order is performed according to the transaction content of the order parameter corresponding to the trigger condition.

According to an embodiment of the method of the present invention, the technical analysis chart is based on the past and current market price, volume and time of the financial product, and the technical analysis result generated by the system of the present invention using the technical analysis method.

According to an embodiment of the method of the present invention, the technical analysis chart is based on the past and current market price, volume and time of the financial product, and the technical analysis result generated by the third party using the technical analysis method, and then the information is transmitted by the system. Obtained by the Internet.

According to an embodiment of the method of the present invention, the technical analysis charts may be stacked or displayed in an overlapping manner.

According to an embodiment of the method of the present invention, including drawing, clicking, dragging, Mark, copy, add, modify, and delete methods to create and set decision metrics in technical analysis charts.

An embodiment of the method of the present invention includes specifying a single or a plurality of included straight lines (eg, oblique lines, golden dividing lines), continuous broken lines (eg, proportional lines), and curves (eg, moving averages, indicator lines, Each of the curved lines) or a combination thereof is set as a decision indicator.

An embodiment of the method of the present invention includes editing, by using the functions of dragging, marking, copying, clicking, modifying, and deleting existing lines or graphics in the technical analysis chart, for setting as a decision indicator in the technical analysis chart. .

An embodiment of the method of the present invention includes providing a state specifying tool having a plurality of selectable or customizable graphical states in the tool, and specifying one of the graphical state settings in the technical analysis chart by the state specifying tool For decision indicators. Graphic state (for example: line segment crossing, indicator value, interval breakout, etc.).

An embodiment of the method of the present invention includes providing a model library having a plurality of graphical analysis models available for selection or customization, and designating one of the analysis models as a decision indicator in the technical analysis chart.

According to an embodiment of the method of the present invention, the “trigger condition” records a strategic relationship between the technical analysis chart and the decision indicator, including: a positional relationship, a state relationship, and a type relationship between the decision indicators.

According to an embodiment of the method of the present invention, the "trigger condition" records the types of positional relationships between the technical analysis chart and the decision indicators, including: closing, breaking, breaking, breaking, above and below.

In accordance with an embodiment of the method of the present invention, wherein the "trigger condition" records the type of state relationship between the technical analysis chart and the decision indicator including: crossover, breakthrough, upper and lower.

According to an embodiment of the method of the present invention, wherein the "trigger condition" records the type of type relationship between the technical analysis chart and the decision indicator includes: similarity.

An embodiment of a transaction system and method for graphically establishing and executing an order policy according to the present invention, wherein the transaction content of the "order parameter" record includes: a transaction target (refers to a certain financial product to be traded), Order method (direct order/touch order), transaction type (buy/sell), commission quantity and commission price.

As can be understood from the above summary, the present invention has the following advantages and effects.

1. An embodiment of a trading system and method for graphically establishing a placing strategy and executing the placing strategy according to the present invention, wherein the decision indicator setting tool is an operating interface combining graphical and functional options, using the system of the present invention The trader can set the decision indicators through this operation interface, and then set the corresponding trigger conditions and order parameters, thereby easily establishing a complicated order strategy and realizing the function of automatic order placement.

2. Through the trading system and method of the present invention, traders in the trading market do not need to have excellent programming ability, can establish a complicated ordering strategy and realize the function of automatic ordering, and have excellent convenience. .

3. The trader in the trading market, according to the technical analysis chart and the market information of the related financial products, while predicting the trend of the price to determine the order strategy, through the present invention The trading system and its method can graphically establish and execute an ordering strategy that is consistent with the predicted price trend.

4. Traders in the trading market, through the invention, only need to graphically set appropriate trigger conditions in the technical analysis chart, and can search for matching financial products.

5. Through the notification mode of the method of the present invention, the trader does not need to pay attention to the change of the financial commodity market from time to time, and can grasp the trend change of the market at any time.

The details of other functions and embodiments of the present invention will be described below in conjunction with the drawings.

A1‧‧‧Server equipment

A2‧‧‧Financial Commodity Exchange Center

A3‧‧‧ Terminal equipment

A4‧‧‧ Trading Service Platform

A5‧‧‧Order software

10‧‧‧Mechanical analysis chart acquisition means

20‧‧‧Decision indicator setting means

30‧‧‧Order strategy generation means

40‧‧‧ means of execution

50‧‧‧Commodity information acquisition means

1 is a diagram showing the basic architecture of a financial commodity online trading system in which the trading system and method of the present invention can be implemented.

2 is a block diagram showing an embodiment of the transaction system of the present invention, showing a graphically established order policy and a transaction system for executing the order policy.

Figure 3 is a block diagram showing another embodiment of the transaction system of the present invention, showing a graphically established order policy and a transaction system for executing the order policy.

FIG. 4 is a flow chart showing an embodiment of the method of the present invention, showing a step flow of graphically establishing an order policy and executing a transaction method of the order policy.

Fig. 5 is a view showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and a trend line.

Fig. 6 is a view showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and a trend line.

Fig. 7 is a view showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and a price line.

Figure 8 is a diagram showing an embodiment of the present invention, showing that a trader using the system of the present invention directly creates a graphical order in a technical analysis chart including a K-line chart and a proportional line segment (golden ruler) An example of a strategy.

Figure 9 is a diagram showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and a straight line.

Figure 10 is a diagram showing an embodiment of the present invention, showing a trader using the system of the present invention directly in a graphical manner in a technical analysis chart including a K-line diagram and a Fibonacci arc. An example of a single strategy.

Fig. 11 is a view showing an embodiment of the present invention, showing an example in which a trader who uses the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and an average line.

12 and 13 are diagrams showing an embodiment of the present invention, showing a trader using the system of the present invention directly in a graphical analysis in a technical analysis chart including a K-line diagram and two indicator lines. An example of a single strategy.

Fig. 14 is a view showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart.

Fig. 15 is a view showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and an indicator line.

Figure 16 is a diagram showing an embodiment of the present invention, showing an example of a trader who uses the system of the present invention to directly create a strategy for placing orders in a technical analysis chart including a K-line chart and a columnar index. .

17 and 18 are diagrams showing an embodiment of the present invention, showing that a trader using the system of the present invention directly establishes a policy of placing an order in a technical analysis chart including a K-line chart and an indicator. example.

Figure 19 is a diagram showing an embodiment of the present invention, showing a trader using the system of the present invention in a technical analysis chart of a K-line chart containing A products and a K-line chart of a B product, directly graphically The way to create an order strategy.

Figure 20 is a diagram showing an embodiment of the present invention, showing a trader using the system of the present invention in a technical analysis chart including a main commodity (futures index) chart and a by-product (market index) chart. An example of creating an order strategy directly in a graphical manner.

21 to 25 are diagrams showing an embodiment of the present invention, showing an example in which a trader who uses the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart.

Figure 26 is a diagram showing an embodiment of the present invention, showing an example in which a trader using the system of the present invention directly establishes a placing strategy in a graphical manner in a technical analysis chart including a K-line chart and commodity information.

Before explaining the embodiment of the present invention, the general financial product online trading system architecture is explained. The financial commodity online trading system is basically a computer-implementable online trading system, in other words, a combination of computer software (Computer Software). ), information networks (such as the Internet - Internet) and information technology (Information Technology) technology, enabling traders in the trading market to use the computer and information network for financial commodity trading systems, financial products online trading system The basic structure is shown in Figure 1, which includes:

At least one financial commodity trading center A2, as a centralized trading market for financial products, due to the wide variety of financial products on the market, many kinds of financial products may be traded in different financial commodity trading centers A2, each financial commodity trading center. The financial commodity trading information provided by A2 will basically differ according to the type of financial products that provide the transaction. Generally speaking, the financial commodity trading information provided by the financial commodity trading center A2 contains at least the quotation information of the financial products in the current trading market. And the transaction details, in addition to the basic accounting information of each trader in the trading market, such as historical transaction records and open positions, so the transaction information mentioned in the description of the invention, unless otherwise specified, refers to financial All information provided by Commodity Exchange Center A2, including market transaction information of financial products in the current trading market and basic accounting information of traders in the trading market;

A trading service platform A4 is a server that runs on an information network. The program of A1 is connected through the information network and at least one financial commodity trading center A2. The trading service platform A4 can execute a single order to send an order to the financial commodity trading center A2, and receive the financial provided by the financial commodity trading center A2. Commodity transaction information (including transaction details) and financial product trading center A2 return of the order processing results (transaction service platform A4 is responsible for executing the order order to send an order to the financial commodity trading center A2, financial commodity trading center A2 will return the order The result of the processing), wherein the financial commodity transaction information includes at least one quotation information;

The single software A5 is presented in the terminal device A3 of the information network. The trader in the trading market can log in to the financial product online trading system through the order software A5 displayed on the terminal device A3, and then through the financial commodity online trading system and finance. The commodity trading center A2 (such as the Taiwan Stock Exchange and the Taiwan Futures Exchange) is connected to conduct online transactions of financial products, which is generally referred to as "ordering" operations; there are many ways to implement the software of the order software A5. It may be run on the terminal device A3, or it may be run on a server device, and then the information is displayed on the terminal device A3. The order software A5 can display rich information in the terminal device A3, and the information includes: technical analysis charts and For the commodity information of related financial products, the trader in the trading market can issue a single order through the order software A5, and send the order instruction to the transaction service platform A4 to perform the ordering action.

In general, the aforementioned information network may be any one of an Internet, a Local Area Network, an intranet, and other communication networks that provide information transmission services; The server device A1 of the road may be, but not limited to, a server (Server), a computer (Personal Computer, PC) or other computer device capable of running the program of the transaction service platform A4; the terminal device A3 of the information network is using the system. Trader directly under For the device used in the single operation, the embodiment of the terminal device A3 may be, but not limited to, a computer (PC), a notebook computer (Notebook Computer), a smart phone (Smart Phone), a tablet computer (Tablet PC) or the like. An electronic information device similar to data processing and capable of connecting to an information network.

"FIG. 2" shows a functional block diagram of an embodiment of a trading system for graphically establishing and executing an order strategy of the present invention. In other words, the trading system for graphically establishing and executing an order strategy of the present invention is a computer implementable The online trading system can be realized by the software of the computer software, and one implementation of the software is implemented by the order software A5 running on the terminal device A3, and another feasible implementation method is the transaction service running on the server device A1. Platform A4 is implemented together with the ordering software A5. In other words, the transaction system of the present invention may be a software running on the terminal device A3, or a software using a master/slave architecture (Client/Server).

A functional block diagram of an embodiment of the transaction system of the present invention, as shown in FIG. 2, includes: a technical analysis chart obtaining means 10 for obtaining a technical analysis chart of at least one financial product, and at least one financial The technical analysis chart of the product is set as "current technical analysis chart"; a decision indicator setting means 20 provides a decision indicator setting tool for setting a decision indicator in at least one technical analysis chart, the decision indicator is selected from Any one or a combination of the group consisting of a graphic, a state, a form, and a price; a single-single strategy generating means 30 for setting a single-single strategy corresponding to the decision-making indicator, the content of the order-sending policy includes one Trigger condition, an execution mode corresponding to the trigger condition And a single parameter corresponding to the trigger condition, the trigger condition recording a strategic relationship between the technical analysis chart and the decision indicator, the policy relationship being set by a trader using the system of the present invention, the execution mode being a notification mode, Any one or a combination of the automatic order mode, the search mode, and the backtest performance mode, the order parameter records the transaction content corresponding to the trigger condition (including: the transaction target (refers to the transaction to be traded) a financial product), order method (direct order/touch order), transaction type (buy/sell), commission quantity and commission price); An execution means 40 is configured to monitor, in the at least one technical analysis chart, the policy relationship between the decision indicators according to the trigger condition of the order policy corresponding to the technical analysis chart, and a trigger condition in the order policy When this occurs, the execution mode corresponding to the trigger condition in the order policy is executed.

According to an embodiment of the transaction system of the present invention, the provided decision indicator setting tool includes: drawing, clicking, dragging, marking, copying, adding, modifying and deleting functions, which can be created in the technical analysis chart And setting decision indicators; in another embodiment, the existing lines or graphics in the technical analysis chart can also be edited by the functions of dragging, marking, copying, clicking, modifying and deleting, in the technical analysis chart. Existing lines or graphics are set as decision indicators.

According to an embodiment of the transaction system of the present invention, a trader can use a decision indicator setting tool to specify a single or a plurality of included straight lines (eg, a slash, a golden line), a continuous polyline (eg, a proportional line), and a technical analysis chart. Any one or a combination of curves (eg, moving average, curved line, indicator line) is set as a decision indicator.

According to an embodiment of the transaction system of the present invention, the decision indicator setting A state specifying tool is also provided, and the state specifying tool has a plurality of graphic states that are available for selection or customization as a decision indicator, and one of the graphic states (for example, a line segment) can be specified in the technical analysis chart through the state specifying tool. Crossover, indicator value, interval breakout, etc.) are set as decision indicators.

According to an embodiment of the transaction system of the present invention, the decision indicator setting tool further includes a model library having a plurality of graphical analysis models available or customized for use by the trader using the system of the present invention. One of the analysis models specified in the technical analysis chart is set as a decision indicator, including but not limited to: trend type (for example: W type, M type, U type, multi wave type or head and shoulder top), one or Several unit time combinations (three red K).

In another embodiment of the transaction system of the present invention, the product information acquisition means 50 further includes the product information related to the financial product based on the financial product represented by the current technical analysis chart. The information includes any one or a combination of news, decree announcements, and announcements, and the order policy generation means 30 also provides a keyword customization interface for the trader who can use the system of the present invention. The custom keyword is set as the trigger condition. If the trader sets the execution mode corresponding to a certain trigger condition to the notification mode in the order policy, the execution means monitors the product information according to the keyword, and the commodity information meets the key. In the case of a word, the notification message is sent to the trader using the system of the present invention by any means such as EMAIL, newsletter, and various instant messaging software.

In another embodiment of the transaction system of the present invention (see "Fig. 3"), a product information acquisition means 50 is further included, and the product information acquisition means 50 obtains the financial product represented by the current technical analysis chart. Commodity information related to financial products (especially Any one or a combination of news, decree announcements, and announcements, wherein the order policy generation means 30 also provides a keyword customization interface that can be customized by traders using the system of the present invention. The keyword is set as the trigger condition. If the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the notification mode and the automatic order mode, the execution means 40 monitors the product information according to the keyword, and the product information When the keyword is met, the notification message is sent to the trader using the system of the present invention through EMAIL, the newsletter, and various instant messaging softwares, and the transaction content of the order parameter corresponding to the trigger condition is automatically executed. Single action.

Based on the implementation of the above-described functions of the present invention, an embodiment of the present invention for graphically establishing and executing a trading strategy for an order strategy includes the following steps (see "Figure 4"): A. Obtaining a technical analysis chart of at least one financial product, A technical analysis chart of at least one financial product is set as "current technical analysis chart"; B. obtaining a decision indicator, including providing a decision indicator setting tool, and setting a parameter in at least one technical analysis chart by using the decision indicator setting tool Decision metrics, the decision indicators are selected from any one or a combination of groups consisting of graphics, states, patterns, and prices; C. obtaining a single strategy, providing a policy setting interface for setting pairs The next strategy of the decision indicator should be: the content of the order policy includes a trigger condition, an execution mode corresponding to the trigger condition, and a single parameter corresponding to the trigger condition, and the trigger condition records between the technical analysis chart and the decision indicator Strategic relationship, which is set by the trader using the system of the present invention, which may be notified by , Automatic single mode, search mode And any one or a combination of the groups consisting of the backtesting performance mode, the order parameter records the transaction content corresponding to the trigger condition; D. executing the execution mode, monitoring the relationship between the decision indicators according to the trigger condition of the order policy corresponding to the technical analysis chart in at least one technical analysis chart, and a certain strategy in the order policy When the trigger condition of the condition occurs, the execution mode corresponding to the trigger condition in the order policy is executed.

In an embodiment of the method of the present invention, the technical analysis chart is based on the past and current market price, volume and time of the financial product, and the technical analysis result generated by the system of the present invention using the technical analysis method.

In another embodiment of the method of the present invention, the technical analysis chart is based on the past and current market price, volume and time of the financial product, and the technical analysis result generated by the third party using the technical analysis method is then transmitted by the system. Information network obtained.

In an embodiment of the present invention, the technical analysis chart may be stacked or superimposed on the terminal device A3, as shown in FIG. 13, wherein the technical analysis chart displayed includes a K-line diagram and two indicator line graphs. . Because some technical analysis charts cannot be used alone as a reference for determining the order strategy, but with other technical analysis charts, the meaning and value can be meaningful, for example, the trend and volume of market prices. There is a close relationship between the changes. Usually, the change graph of the volume at the same time is drawn below the daily K-line chart of the price, which constitutes a matching map of the price volume. In addition, the map of price and technical indicators is also very common, generally the price above the graph, the following is the technical analysis index. Reasons for technical indicators and price matching, for example: Some technical indicators must be combined with price graphics to make sense, such as OBV and other values. Technical indicators with no practical significance; some technical indicators may involve price curves such as deviations between technical indicators and price curves (such as "Figure 17" and "Figure 18").

In an embodiment of the method of the present invention, creating and setting decision indicators in a technical analysis chart by means of drawing, clicking, dragging, marking, copying, adding, modifying, and deleting.

An embodiment of the method of the present invention includes specifying a single or a plurality of included straight lines (eg, oblique lines, golden dividing lines), continuous broken lines (eg, M-shaped lines), and curves (eg, moving averages, indicators) from the technical analysis chart. Line) Any one or combination of these is set as a decision indicator.

In an embodiment of the method of the present invention, the function of dragging, marking, copying, clicking, modifying, and deleting existing lines or graphics in the technical analysis chart is edited to be set as a decision in the technical analysis chart. index.

An embodiment of the method of the present invention includes providing a status specifying tool having a plurality of selectable or customizable graphical states (eg, line segment crossing, indicator values, interval breakout, etc.), and transmission status The specified tool specifies one of the graphical states to be set as a decision indicator in the technical analysis chart.

An embodiment of the method of the present invention includes providing a model library having a plurality of graphical analysis models available for selection or customization, and designating one of the analysis models as a decision indicator in the technical analysis chart This analysis model includes but is not limited to: trend type (for example: W type, M type, U type, multi-wave type or head and shoulders top), one or several unit time combinations (three red K).

In an embodiment of the method of the present invention, wherein the "trigger condition" records the technique Analyzing a strategic relationship between the chart and the decision indicator, comprising: a positional relationship, a state relationship, and a type relationship between the decision indicators; and an embodiment of the method of the present invention includes providing a plurality of policy relationship options for the trader Select.

In an embodiment of the method of the present invention, the "trigger condition" records the types of positional relationships between the technical analysis chart and the decision indicators, including: closing, breaking, breaking, breaking, above and below.

In an embodiment of the method of the present invention, the "trigger condition" records the types of state relationships between the technical analysis chart and the decision indicators including: crossover, breakthrough, upper and lower.

In an embodiment of the method of the present invention, the "trigger condition" records a type of type relationship between the technical analysis chart and the decision indicator, including: similarity.

In an embodiment of the present invention for graphically establishing and executing a trading system of a placing strategy and a method thereof, wherein the transaction content recorded by the "order parameter" includes: a transaction target (refers to a certain financial product to be traded), Order method (direct order/touch order), transaction type (buy/sell), commission quantity and commission price.

In an embodiment of the transaction system and the method of the present invention, if the transaction person sets the execution mode corresponding to a certain trigger condition in the order policy to the notification mode, the execution means can be immediately transmitted when the trigger condition occurs. EMAIL, SMS, and various instant messaging softwares send a notification message to the trader using the system of the present invention.

In an embodiment of the transaction system and method of the present invention, if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the automatic order mode, the execution means may be performed when the trigger condition occurs. Transaction based on the order parameter corresponding to the trigger condition The content performs the action of automatic order placement.

In an embodiment of the transaction system and method of the present invention, if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the back test performance mode, the method of the present invention performs the back test when the trigger condition occurs. The performance mode, the manner in which the performance model is executed, is when the trigger condition occurs, searching for the transaction content of the order parameter corresponding to the trigger condition in a certain period in the past, and analyzing the performance of the transaction content, A function of transaction performance simulation is implemented; the aforementioned period can be freely set by the trader using the system of the present invention.

In an embodiment of the transaction system and method of the present invention, if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the notification mode and the automatic order mode, the execution means may be in the trigger condition. When it occurs, the notification message is sent to the trader using the system of the present invention through EMAIL, the newsletter, and various instant messaging softwares, and the automatic order is executed according to the transaction content of the order parameter corresponding to the trigger condition. action.

In an embodiment of the transaction system and method of the present invention, if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the search mode, the execution means thereof is based on the trigger in the order policy. Conditions, from the technical analysis chart of a plurality of financial products, find financial products that meet or approximate the trigger condition.

In an embodiment of the transaction system and method of the present invention, if the transaction person sets the execution mode corresponding to a certain trigger condition in the order policy to the search mode and the notification mode, the execution means thereof is based on the order policy. The trigger condition from the technology of multiple financial products The analysis chart finds financial products that meet or approximate the trigger condition, and sends the notification information to the trader using the system of the present invention through any of the EMAIL, the newsletter, and various instant messaging software.

In another embodiment of the method of the present invention, the method further includes: obtaining product information about the financial product represented by the current technical analysis chart; providing a keyword custom interface for obtaining the trader using the system of the present invention Customize the keyword and set the keyword as the trigger condition; and monitor the product information based on the keyword. When the product information meets the keyword, it can be sent immediately through EMAIL, SMS, or any instant messaging software. A notification message is sent to the trader who uses the system of the present invention.

In another embodiment of the method of the present invention, the method further includes: obtaining product information about the financial product represented by the current technical analysis chart; providing a keyword custom interface for obtaining the trader using the system of the present invention Customize the keyword and set the keyword as the trigger condition; monitor the product information based on the keyword, and send the notification through EMAIL, SMS, and various instant messaging softwares when the product information matches the keyword. The message is sent to the trader who uses the system of the present invention; and the automatic order is executed according to the transaction content of the order parameter corresponding to the trigger condition.

The relationship between several decision models and technical analysis charts is illustrated below with a diagram.

How can the user of the system of the present invention directly set the decision indicators and the ordering strategies corresponding to the decision indicators in the technical analysis chart through the system and method of the present invention, and some examples will be described below. Due to the wide variety of technical analysis charts, the examples given below and in the drawings are for illustrative purposes only and are not limited to the technical analysis charts listed below. Those who have common knowledge in this technical field should be able to understand and implement them. .

Traders using the system of the present invention can view technical analysis charts of different financial products through an operation interface. In other words, traders using the system of the present invention can freely select a plurality of different financial products and browse the technology of selected financial products. The chart is analyzed, and the technical analysis chart of the selected financial product can be set as the "current technical analysis chart"; the trader using the system of the present invention can use the decision indicator setting tool to set the decision indicator in the current technical analysis chart. And setting the trigger condition corresponding to the decision indicator, the execution mode corresponding to the trigger condition, and the order parameter corresponding to the trigger condition, thereby easily establishing a complicated order strategy for the financial product represented by the current technical analysis chart; Aspects, in accordance with an execution mode (which may be a single execution mode or a combination thereof) set by a trader using the system of the present invention in an order strategy, the transaction system and method of the present invention may perform one of the following corresponding execution modes. Or a combination thereof, thereby providing different functions to satisfy Trader's present system needs, these different execution modes include:

A. The notification mode; if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the notification mode, the execution means thereof may be when the trigger condition occurs, ie The notification message is sent to the trader using the system of the present invention by any of EMAIL, SMS, and various instant messaging software.

B. Automatic order mode; if the trader sets the execution mode corresponding to a certain trigger condition to the automatic order mode, the execution means may be based on the corresponding trigger condition when the trigger condition occurs. The single-parameter transaction content performs the action of automatic order placement.

C. Search mode; if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the search mode, the execution means according to the trigger condition in the order policy, technical analysis from multiple financial products Find financial products in the chart that match or approximate the trigger condition.

D. Back test performance mode; if the trader sets the execution mode corresponding to a certain trigger condition in the order policy to the back test performance mode, the execution means executes the back test performance mode when the trigger condition occurs, and executes the The way to backtest the performance mode is to find the transaction content of the order parameter corresponding to the trigger condition in a certain period in the past when the trigger condition occurs, and analyze the performance of the transaction content to realize a transaction performance simulation. The foregoing period; the aforementioned period can be freely set by the trader using the system of the present invention.

In the examples in "Picture 5" and "Picture 6", a technical analysis chart including a K-line chart and a trend line is displayed. Users who use the system can draw the trend line as a decision indicator, if the trend When the line is provided in the technical analysis chart, you can directly click the trend line as a decision indicator. Assume that the trader who uses the system of the present invention is to establish a sell order strategy that is “below the trend line sell”. First, use the decision indicator setting tool to set the trend line in the K-line chart of the technical analysis chart as the decision indicator, which will “fall”. Break trend line is set to "trigger condition", and Set the transaction type = sell, commission quantity, and commission price in the "Order Parameter" corresponding to this "trigger condition". In the example of "Picture 6", the order strategy established is "Breakthrough trend line buy". In this example, the "breakthrough trend line" is set to "trigger condition", and in response to this "trigger" In the "Order Parameters" of "Conditions", the transaction type = purchase, commission quantity, and commission price are set.

Since each K-bar in the K-line chart is based on the past and current market prices, volume and time of financial products, the results of the technical analysis method, in other words, will continue to be in the technical analysis chart over time. A new K-bar is generated in the K-line chart, and each K-bar displays the opening price, closing price, highest price, and lowest price in a unit time. In the embodiment of the present invention, the "trigger condition" is used to set the strategic relationship between the K-line diagram and the decision indicator. Further, the policy relationship may also be based on the content of the data provided by the technical analysis chart and its nature. The types of strategic relationships are classified into three types: "location relationship", "state relationship", and "type relationship". Taking "5th figure" and "6th figure" as an example, the strategic relationship between the K-bar and the trend line belongs to a positional relationship; and the system and method of the present invention are further based on the content displayed by the unit K-bar. It is possible to further set the price, such as the example of the technical analysis chart shown in "Fig. 7", assuming that the trader who uses the system of the present invention is to establish an order placing strategy that is "K-line closing and closing the designated position to sell. Out (the position indicated by A in the figure), first use the decision indicator setting tool to set the price line of the K-line chart in the K-line chart of the technical analysis chart as the decision indicator, in other words, set the price line. The specified position of the price, and the "K-line closing and closing specified position" is set to "trigger condition", and the transaction type = sales, commission quantity is set in "Order Parameter" corresponding to this "trigger condition" And commission price. System and method of the present invention Each newly generated K-bar will be monitored until the closing price of a certain K-bar breaks the price line, indicating that the aforementioned triggering condition "the closing of the K-line breaks the specified position" has occurred, and the system and method of the present invention The corresponding action is performed according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the example of "Picture 8", a technical analysis chart including a K-line chart is shown, assuming that the ordering strategy to be established by the trader using the system of the present invention is "the K-line highest price has a breakthrough but the closing price has not been specified. The position (the position of C in the figure) is sold, and the trader using the system of the present invention can use the decision indicator setting tool to draw a proportional line segment from A to B (this is an example of a commonly used golden ruler for technical analysis), with a proportional line segment. The line sets the specified position of the price. First, set the proportional line segment as the decision indicator, and set the "K line maximum price has a breakthrough but the closing price has not been received at the specified position (C in the figure)" as the "trigger condition". In the "Order Parameter" of this "Trigger Condition", the transaction type = sell, commission quantity, and commission price are set. The system and method of the present invention monitors each newly generated K-bar until the highest price of a K-bar breaks but the closing price does not close the decision line segment, and the system and method of the present invention is based on the execution of the corresponding trigger condition The mode and the order parameters corresponding to the trigger condition are executed, and the corresponding action is performed. On the other hand, traders using the system of the present invention can also set more than one ordering strategy in the same technical analysis chart, such as the example shown in "Figure 8," assuming that the trader using the system of the present invention is to be established. Another ordering strategy is to "take the K-line closing price to the specified position (D in the figure) to buy", first set the proportional line segment as the decision indicator, and then accept the "K-line closing price" to the specified position (D in the figure) "Set as "trigger condition", set the transaction type = buy, commission quantity, and commission price in the "order parameters" corresponding to this "trigger condition". The system and method of the present invention monitors each newly generated K-bar until a certain K-bar The closing price is received on the decision line segment, and the system and method of the present invention performs the corresponding action according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the example of "Picture 9", a technical analysis chart including a K-line diagram and a straight line is shown, in which a straight line is a certain ratio of a certain distance drawn from a certain point (A in the figure) using a decision indicator setting tool. The straight line (this is an example of the Fibonacci line commonly used in technical analysis), set this line as the decision indicator, and set the time specified by the line at a certain time in the future (the position of E in the figure). "Trigger condition", the system and method of the present invention monitors each newly generated K-bar until the time position of the line segment when a K-bar is generated, the system and method of the present invention are executed in accordance with the corresponding trigger condition The mode and the order parameters corresponding to the trigger condition are executed, and the corresponding action is performed.

In the example of "Pic 10", a technical analysis chart including a K-line diagram and a Fibonacci arc drawn by H to L in the figure is shown, assuming that the trader using the system of the present invention The established order strategy is “K bar minimum price falls but the closing price closes A arc”. The trader using this system can directly set the price as the decision indicator by circle or click the A arc. Position, the "K bar lowest price fell but the closing price closed A arc" is set to "trigger condition", the system and method of the present invention will monitor each newly generated K bar until the closing price of a certain K bar In the upper A arc, the system and method of the present invention performs the corresponding action according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the example of "11th picture", a technical analysis chart including a K-line chart and an average line is displayed. It is assumed that the ordering strategy to be established by the trader using the system of the present invention is "unit K-bar fell below the moving average", using The trader of the system of the present invention can directly circle or select the average line setting Set as the decision indicator, set the "Unit K bar below the moving average" to "Trigger condition", and set the transaction type = buy, commission quantity and commission price in "Order Parameter". The system and method of the present invention monitors each newly generated K-bar until the price of a certain K-bar falls below the moving average, and the system and method of the present invention will be based on the execution mode corresponding to the trigger condition and the corresponding trigger condition. Single parameter, perform the corresponding action.

In the examples of "12th" and "13th", a technical analysis chart including a K-line chart and two indicator lines (A indicator line and B indicator line) is shown, assuming that the trader using the system of the present invention wants The established order strategy is "A indicator line and B indicator line cross-sell from top to bottom", and "A indicator line and B indicator line are cross-buy from bottom to top", and traders using the system of the present invention can utilize In the decision specification setting tool, the status specification tool selects two indicator lines in the K-line chart as the decision indicators, and sets the "A indicator line and the B indicator line from top to bottom" as the first "trigger condition". And in the "Order Parameter" corresponding to the first "trigger condition", set the transaction type = sell, commission quantity, and commission price; and set "A indicator line and B indicator line from bottom to top" as the first Two "trigger conditions", and set the transaction type = buy, commission quantity and commission price in the "order parameters" corresponding to the second "trigger condition". The system and method of the present invention monitors the relative positions of the two selected A indicator lines and B indicator lines, and if the first "trigger condition" is found (the A indicator line and the B indicator line cross from top to bottom), or When the second "trigger condition" (the A indicator line and the B indicator line cross from bottom to top) occur, the system and method of the present invention will be based on the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition. Perform the appropriate action.

In the example of "Fig. 14", a technical analysis chart including a K-line chart is displayed, assuming that the ordering strategy to be established by the trader using the system of the present invention is "breaking through twenty K-bars. "The highest point is bought", the trader using the system of the present invention can first set the K-line chart as a decision indicator, and then use the state specifying tool in the decision indicator setting tool to set "the highest point of breaking 20 K-bars" to "Trigger condition", and set the transaction type = buy, commission quantity and commission price in "Order Parameter". The system and method of the present invention will use the current latest K-bar (such as the K-bar on the far right side in "Fig. 14") as the first K-bar, and look for the past in the earlier time direction. The 20th K-bar, monitor whether the current latest K-bar will break through the highest point of the twentieth K-bar before its closing. If the current K-bar breaks through the twentieth before its closing At the highest point of the root K-bar, the system and method of the present invention performs the corresponding action based on the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the example of "Fig. 15", a technical analysis chart including a K-line chart and an indicator line is displayed, assuming that the ordering policy to be established by the trader using the system of the present invention is "the indicator value is set to be greater than 80 sold" and "The index value is set to be less than 20 buys." The trader using the system of the present invention can first set the indicator line as the decision indicator, and then use the status specification tool in the decision indicator setting tool to set the "index value greater than 80" as the first. "Trigger condition", and set the transaction type = sell, commission quantity and commission price in the "order parameter" corresponding to the first "trigger condition", and set "index value less than 20" to the second " Trigger condition", and in the "order parameter" corresponding to the second "trigger condition", the transaction type = purchase, commission quantity and commission price are set; the system and method of the present invention monitors the position of the indicator line, if it is found When a "trigger condition" (indicator value greater than 80) or a second "trigger condition" (indicator value less than 20) occurs, the system and method of the present invention will be based on the corresponding trigger condition Single execution mode and parameters should trigger condition, corresponding action is performed.

In the example of "16th picture", a technical analysis chart including a K-line chart and a columnar shape indicator is shown, assuming that the ordering strategy to be established by the trader using the system of the present invention is "the columnar body is less than 0 for the first time. (ie, the K-line low point corresponding to A in the figure is broken and sold.) The trader using the system of the present invention can first set the bar-shaped index in the K-line chart as a decision indicator, and then use the decision indicator setting tool. The state specifying tool sets the "K-line low point corresponding to the first time that the column is less than 0 (that is, the position of A in the figure) to "trigger condition", and the order corresponding to the "trigger condition" Set the transaction type in the parameter = sell, commission quantity and commission price. The system and method of the present invention monitors the K-line low point corresponding to the column body designated for the first negative value and the closing price of the future K line, if the future K-line closing price is lower than the first negative value column. When the K-line low point corresponding to the shape (the position where B appears in the figure), the system and method of the present invention perform the corresponding action according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the examples of "1st 7th" and "18th", a technical analysis chart including a K-line chart and an indicator is displayed, assuming that the ordering strategy to be established by the trader using the system of the present invention is "price trend and The indicator trend deviates from the purchase. The trader using the system of the present invention can first select the indicator in the K-line chart as the decision indicator, and then use the state specification tool in the decision indicator setting tool to set the "price trend and indicator trend deviation". It is "trigger condition", and the transaction type = purchase, commission quantity, and commission price are set in "Order Parameter" corresponding to "Trigger Condition". The system and method of the present invention monitors the relative position of the price trend of the selected K-line chart and the trend of the indicator. If the price trend of the K-line chart and the trend of the indicator deviate from each other, the system and method of the present invention will be triggered according to the corresponding The execution mode of the condition and the order parameter corresponding to the trigger condition are executed.

In the example of "Fig. 19", a technical analysis chart including a K-line chart of A product and a K-line chart of a B product is shown, and it is assumed that the order policy to be established by the trader using the system of the present invention is "A commodity. The price trend is deviated from the B commodity price trend. The trader using the system of the present invention can first select the K-line chart of the A product and the K-line chart of the B product as the decision indicators, and then use the state designation in the decision indicator setting tool. The tool sets the "A commodity price trend and the B commodity price trend" to "trigger condition", and sets the transaction type = purchase, commission quantity, and commission price in the "order parameter" corresponding to the "trigger condition". The system and method of the present invention monitors the relative position of the price trend of the K-line chart of the selected A commodity and the price trend of the K-line diagram of the B commodity, and if the A commodity price trend deviates from the B commodity price trend, the present invention The system and method perform the corresponding actions according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the example of "20th picture", a technical analysis chart showing a chart of a main commodity (futures index) and a deputy commodity (market index), "the futures index and the market index trend deviate from the purchase"; The trader of the system of the present invention can select the futures index and the market index chart as the decision indicators, and then use the state specifying tool in the decision indicator setting tool to set the "deviation of the futures index and the market index" as the "trigger condition". The transaction type = purchase, commission quantity, and commission price are set in "Order Parameter" corresponding to "Trigger Condition". The system and method of the present invention monitors the relative position of the trend of the designated futures index and the trend of the market index. If the trend of the futures index and the trend of the market index deviate from each other, the system and method of the present invention will be based on the execution mode corresponding to the trigger condition. And the corresponding order corresponding to the trigger condition, the corresponding action is performed.

In the examples of "21st image" and "22nd image", a technical analysis chart including a K-line chart is displayed, assuming that the trader who uses the system of the present invention is to establish an order placing strategy that is "when the price trend and the specified type are similar. Buying"; traders using the system of the present invention can use the decision indicator setting tool to specify or edit a custom trend pattern from a model library (as shown in Figure A), set the trend type as a decision indicator, and "price" The trend is similar to the specified type. It is set to "trigger condition", and the transaction type = purchase, commission quantity, and commission price are set in "Order Parameter" corresponding to "Trigger Condition". The system and method of the present invention monitors the relative position of the commodity price trend and the specified type. If the price trend and the specified type are similar, the system and method of the present invention will be based on the execution mode corresponding to the trigger condition and correspondingly The order parameter of the trigger condition is executed, and the corresponding action is performed.

In the examples of "23rd", "24th" and "25th", a technical analysis chart including a K-line chart is displayed, assuming that the ordering policy to be established by the trader using the system of the present invention is "latest K". The line combination is bought when it is similar to the specified K line combination; the trader using the system of the present invention can use the decision indicator setting tool to specify or edit a customized K line combination from a model library (as shown in Figure A), and then select This K-line combination is set as the decision indicator, and the "newest K-line combination is similar to the specified K-line combination" is set as the "trigger condition", and the transaction type is set in the "order parameter" corresponding to the "trigger condition" = buy Entry, commission quantity and commission price. The system and method of the present invention monitors whether the latest K-line combination is similar to the specified K-line combination. If the price trend and the specified type are similar, the system and method of the present invention will be based on the execution mode corresponding to the trigger condition. And the corresponding order corresponding to the trigger condition, the corresponding action is performed.

In the example of "Fig. 26", a K-line diagram containing the product and corresponding The technical analysis chart of the product information of the product, wherein the product information is the product information obtained by the product information obtaining means 50 based on the financial product represented by the current technical analysis chart, the information searched through the Internet or the information provided by the third party, It is assumed that the ordering strategy to be established by the trader using the system of the present invention is "the revenue is high and the K-bar is blacked out (the closing price is lower than the opening price)"; the trader using the system of the present invention can select the K-line. The figure is set as the decision indicator, and then the keyword customization interface provided by the order strategy generation means is used to set the "revenue high and the unit time K bar is black (the closing price is lower than the opening price)" as the "trigger condition". In the "Order Parameter" corresponding to "Trigger Condition", the transaction type = sell, commission quantity, and commission price are set. The system and method of the present invention monitors whether the financial product represented by the K-line chart meets the news containing the keyword "revenue-successful high" and the situation in which the K-bar is blacked out from the product information, if it is found to contain "battalion" In the case of news of this keyword and the situation in which the K-bar is blackened, the system and method of the present invention perform corresponding actions according to the execution mode corresponding to the trigger condition and the order parameter corresponding to the trigger condition.

In the above-described embodiments of the system and method of the present invention, the manner in which the strategic relationship between the technical analysis chart and the decision indicators is monitored can be achieved by several software technologies, such as: (1) The way of comparing data, because most of the decision indicators are one of the graphs or lines that constitute the technical analysis chart, and these graphs or lines can be based on the statistical data to produce the result, when the "trigger condition" Depending on the positional relationship between these figures or lines, the data of a certain position in the technical analysis chart can be compared with each other to determine whether the relationship between the two matches the "trigger condition"; (2) Compared with the position of the pixel, since the decision indicators and other graphics or line segments in the technical analysis chart are displayed on the display screen of the terminal device A3 through the pixel (Pixel), the decision indicators and the technical analysis charts can be The coordinate values of the pixels at a certain position are compared with each other to determine whether the relationship between the two matches the "trigger condition"; (3) The way of vector comparison, since the decision indicators and other graphics or line segments in the technical analysis chart are displayed on the display screen of the terminal device A3, the data of a certain figure or line segment in the decision indicator and the technical analysis chart can be obtained. Then, through mathematical calculations, it can be judged whether the relationship between the two meets the "trigger condition".

While the present invention has been described above by way of example, the present invention is not intended to limit the invention, and the invention may be modified and modified without departing from the spirit and scope of the invention. The scope of patent protection is subject to the terms of the claims attached to this specification.

Claims (17)

A trading system for graphically establishing and executing an order strategy, which can be used for trading financial products through an online trading platform combining computer and network, including: a technical analysis chart obtaining means for obtaining at least one financial product through the information network. A technical analysis chart, and the technical analysis chart of at least one financial product is set as a current technical analysis chart, which is generated by using a technical analysis method according to the past and current market price, volume and time of the financial product. The technical analysis result, the technical analysis chart can be stacked or overlapped display; a decision indicator setting means provides a decision indicator setting tool for setting a decision indicator in at least one of the technical analysis charts, the decision indicator is selected from Any one or a combination of groups consisting of graphics, states, patterns, and prices; a single strategy generation means for setting a single strategy corresponding to the decision indicator, the content of the order policy includes one Trigger condition, an execution mode corresponding to the trigger condition, and the corresponding trigger bar a single parameter, the trigger condition records a strategic relationship between the technical analysis chart and the decision indicator, the technical analysis chart and the policy relationship between the decision indicator, including: between the technical analysis chart and the decision indicator a positional relationship, a state relationship between the technical analysis chart and the decision indicator; the location relationship type includes: close, break, break, break, above and below; the state relationship type includes: cross Breakthrough, above and below; the execution mode includes any one or a combination of a notification mode, an automatic order mode, a search mode, and a back test performance mode, the order parameter Recording the transaction content corresponding to the trigger condition; and an execution means, which can be analyzed according to the technical analysis chart in at least one of the technical analysis charts The trigger condition content of the order policy is to monitor the strategic relationship between the technical analysis chart and the decision indicator, and when the monitored policy relationship meets a certain trigger condition, the execution of the order policy corresponds to The execution mode of the trigger condition; wherein the manner in which the policy relationship is monitored includes: a manner of comparing data, a manner of comparing pixel positions, and a vector comparison method. The trading system of claim 1, wherein the decision indicator setting tool comprises: a function of drawing, clicking, dragging, marking, copying, adding, modifying, and deleting, which can be set in the technical analysis chart. The decision indicator either specifies a single or several inclusion lines (eg, a slash, a golden line), a continuous polyline (eg, a proportional line), and a curve (eg, an average, an indicator line, a curved line) from the technical analysis chart. Any one of them or a combination thereof is set as the decision indicator. The transaction system of claim 1, wherein the decision indicator setting tool further provides a state specifying tool having a plurality of available or customized graphic states as the decision indicator, One of the graphic states (for example, line segment crossing, index value, interval breakthrough, etc.) can be specified in the technical analysis chart by the state specifying tool as the decision indicator. The transaction system of claim 1, wherein the decision indicator setting tool further provides a model library having a plurality of graphical analysis models available for selection or customization, and the chart can be analyzed in the technology. Specify one of the analysis models to be set as the decision indicator. The transaction system of claim 1, wherein the execution means can immediately send a notification message to the system using the system by using any one of EMAIL, SMS, and various instant messaging software when the trigger condition occurs. Trader. The transaction system of claim 1, wherein the execution means can perform an automatic ordering action according to the transaction content of the order parameter corresponding to the trigger condition when the trigger condition occurs. The transaction system of claim 1, wherein the executing means further comprises: determining, according to the trigger condition in the order policy, the matching or approximating the trigger condition from the technical analysis chart of the plurality of financial products. financial product. The transaction system of claim 1, wherein the executing means further comprises: searching for the order corresponding to the trigger condition in a certain period in the past when the trigger condition in the order policy occurs in a certain period of time in the past. The trading content of the parameters, as well as the performance analysis of the content of the transactions. The trading system of claim 1, wherein the transaction content of the order parameter includes: a transaction target, a single order method, a transaction type, a commission quantity, and a commission price. The transaction system of claim 1, wherein the method further comprises a commodity information obtaining means for obtaining market information related to the financial product based on the financial product represented by the current technical analysis chart. The order policy generation means also provides a keyword custom interface for the trader using the system of the present invention to set the custom keyword as the trigger condition. A method for graphically establishing and executing an order strategy, which can be used for trading financial products through an online trading platform combining computers and networks, including: A. obtaining at least one technical analysis chart of financial products through the information network, at least The technical analysis chart of the financial product is set as the current technical analysis chart, and the technical analysis chart is According to the past and current market prices, volume and time of financial products, using technical analysis results generated by technical analysis methods, the technical analysis charts can be stacked or overlapped; B. A decision indicator is obtained, including providing a decision indicator setting a tool, and using the decision indicator setting tool to set a decision indicator in at least one of the technical analysis charts, the decision indicator being selected from any one of the group consisting of a graphic, a state, a form, and a price or Combining; C. obtaining a single strategy, providing a policy setting interface for setting a single strategy corresponding to the decision indicator, the content of the order policy includes a trigger condition, an execution mode corresponding to the trigger condition, and corresponding trigger a single parameter of the condition, the trigger condition records a strategic relationship between the technical analysis chart and the decision indicator, wherein the execution mode is a group consisting of a notification mode, an automatic order mode, and a search mode. One or a combination thereof, the order parameter records the transaction content corresponding to the trigger condition; and D. executes the a row mode, in which the trigger relationship between the technical analysis chart and the decision indicator is monitored according to the trigger condition of the order policy corresponding to the technical analysis chart in at least one technical analysis chart, and the monitored relationship relationship is met When the trigger condition of the order policy is performed, the execution mode corresponding to the trigger condition in the order policy is executed; wherein the manner of monitoring the policy relationship includes: a method of comparing data, and a manner of comparing pixel positions And any one of the vector matching methods, when the trigger condition occurs, the automatic order mode is an action of automatically placing an order according to the transaction content of the order parameter corresponding to the trigger condition. The transaction method of claim 11, wherein the strategic relationship between the decision indicators includes: a positional relationship between the decision indicators, a state relationship, and a type relationship; the type of the location relationship includes: Up, break, break, break, above and below; The types of lines include: cross, breakthrough, above and below. The method of claim 11, wherein the triggering condition occurs, and the notification message is sent to the trader using the system of the present invention by any one of EMAIL, SMS, and various instant messaging software. The transaction method of claim 11, comprising determining, according to the trigger condition in the order strategy, a financial product that meets or approximates the trigger condition from the technical analysis chart of the plurality of financial products. The transaction method of claim 11, wherein the trigger condition is found in a past period of time, searching for the transaction content of the order parameter corresponding to the trigger condition in a certain period in the past, and performing the transaction content Analysis of performance. The transaction method of claim 11, wherein the transaction content of the order parameter includes: a transaction target, a single order method, a transaction type, a commission quantity, and a commission price. The transaction method of claim 11, further comprising: obtaining market information about the financial product represented by the current technical analysis chart; and providing a keyword customization interface for obtaining a keyword, And set the keyword to the trigger condition.