A Method For Applying Quant Algorithm Based on User's Financial Products Trading Pattern
The present invention relates to a method for applying a quantitative algorithm based on user financial product trading patterns. According to the present invention, a method of applying a quantitative algorithm based on user stock trading patterns comprises the steps of: modeling user trading patte...
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| creator | WON JONG CHAN AHN SUNG WON SONG WON SIK |
| description | The present invention relates to a method for applying a quantitative algorithm based on user financial product trading patterns. According to the present invention, a method of applying a quantitative algorithm based on user stock trading patterns comprises the steps of: modeling user trading patterns; receiving financial product recommendation through a quantitative service; estimating, when a stock recommendation event occurs, an expected purchase price at which a user purchases a financial product based on the modeled user trading patterns; and simulating quantitative asset valuation using the estimated expected purchase price. Accordingly, an impact of the user trading pattern on a rate of return can be analyzed and a correct investment strategy can be guided by improving trading habits.
본 발명은 사용자 금융 상품 매매패턴 기반 퀀트 알고리즘 적용 방법에 관한 것으로서, 사용자 매매 패턴을 모델링하는 단계, 퀀트 서비스를 통해 금융 상품을 추천받는 단계, 종목 추천 이벤트가 발생하면 상기 모델링된 사용자 매매 패턴에 기초하여 사용자가 금융 상품을 구매하는 예상 구매가를 추정하는 단계 및 추정된 예상 구매가를 이용하여 퀀트 자산 평가를 시뮬레이션 하는 단계를 포함하는 것을 특징으로 하는 사용자 주식 매매패턴 기반 퀀트 알고리즘 적용 방법.를 포함하는 것을 특징으로 한다. 상기와 같은 본 발명에 따르면, 사용자의 매매패턴이 수익률에 미치는 영향을 분석할 수 있고, 매매 습관 개선을 통해 올바른 투자 전략을 안내할 수 있는 효과가 있다. |
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본 발명은 사용자 금융 상품 매매패턴 기반 퀀트 알고리즘 적용 방법에 관한 것으로서, 사용자 매매 패턴을 모델링하는 단계, 퀀트 서비스를 통해 금융 상품을 추천받는 단계, 종목 추천 이벤트가 발생하면 상기 모델링된 사용자 매매 패턴에 기초하여 사용자가 금융 상품을 구매하는 예상 구매가를 추정하는 단계 및 추정된 예상 구매가를 이용하여 퀀트 자산 평가를 시뮬레이션 하는 단계를 포함하는 것을 특징으로 하는 사용자 주식 매매패턴 기반 퀀트 알고리즘 적용 방법.를 포함하는 것을 특징으로 한다. 상기와 같은 본 발명에 따르면, 사용자의 매매패턴이 수익률에 미치는 영향을 분석할 수 있고, 매매 습관 개선을 통해 올바른 투자 전략을 안내할 수 있는 효과가 있다.</description><language>eng ; kor</language><subject>CALCULATING ; COMPUTING ; COUNTING ; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ; ELECTRIC DIGITAL DATA PROCESSING ; PHYSICS ; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><creationdate>2023</creationdate><oa>free_for_read</oa><woscitedreferencessubscribed>false</woscitedreferencessubscribed></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktohtml>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20230525&DB=EPODOC&CC=KR&NR=20230072669A$$EHTML$$P50$$Gepo$$Hfree_for_read</linktohtml><link.rule.ids>230,308,780,885,25563,76318</link.rule.ids><linktorsrc>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20230525&DB=EPODOC&CC=KR&NR=20230072669A$$EView_record_in_European_Patent_Office$$FView_record_in_$$GEuropean_Patent_Office$$Hfree_for_read</linktorsrc></links><search><creatorcontrib>WON JONG CHAN</creatorcontrib><creatorcontrib>AHN SUNG WON</creatorcontrib><creatorcontrib>SONG WON SIK</creatorcontrib><title>A Method For Applying Quant Algorithm Based on User's Financial Products Trading Pattern</title><description>The present invention relates to a method for applying a quantitative algorithm based on user financial product trading patterns. According to the present invention, a method of applying a quantitative algorithm based on user stock trading patterns comprises the steps of: modeling user trading patterns; receiving financial product recommendation through a quantitative service; estimating, when a stock recommendation event occurs, an expected purchase price at which a user purchases a financial product based on the modeled user trading patterns; and simulating quantitative asset valuation using the estimated expected purchase price. Accordingly, an impact of the user trading pattern on a rate of return can be analyzed and a correct investment strategy can be guided by improving trading habits.
본 발명은 사용자 금융 상품 매매패턴 기반 퀀트 알고리즘 적용 방법에 관한 것으로서, 사용자 매매 패턴을 모델링하는 단계, 퀀트 서비스를 통해 금융 상품을 추천받는 단계, 종목 추천 이벤트가 발생하면 상기 모델링된 사용자 매매 패턴에 기초하여 사용자가 금융 상품을 구매하는 예상 구매가를 추정하는 단계 및 추정된 예상 구매가를 이용하여 퀀트 자산 평가를 시뮬레이션 하는 단계를 포함하는 것을 특징으로 하는 사용자 주식 매매패턴 기반 퀀트 알고리즘 적용 방법.를 포함하는 것을 특징으로 한다. 상기와 같은 본 발명에 따르면, 사용자의 매매패턴이 수익률에 미치는 영향을 분석할 수 있고, 매매 습관 개선을 통해 올바른 투자 전략을 안내할 수 있는 효과가 있다.</description><subject>CALCULATING</subject><subject>COMPUTING</subject><subject>COUNTING</subject><subject>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</subject><subject>ELECTRIC DIGITAL DATA PROCESSING</subject><subject>PHYSICS</subject><subject>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><fulltext>true</fulltext><rsrctype>patent</rsrctype><creationdate>2023</creationdate><recordtype>patent</recordtype><sourceid>EVB</sourceid><recordid>eNqNy7EKwjAQgOEuDqK-w4GDk1BaqHSMYhFEqFLBrRzJ2QbiJSTXwbcXwQdw-pfvn2cPBReS0RtofAQVgntbHuA6IQsoN_hoZXzBHhMZ8Az3RHGToLGMrC06aKM3k5YEXUTzXVsUocjLbPZEl2j16yJbN8fucNpS8D2lgJqYpD_firwo83xXVFWtyv_UB7TsOdc</recordid><startdate>20230525</startdate><enddate>20230525</enddate><creator>WON JONG CHAN</creator><creator>AHN SUNG WON</creator><creator>SONG WON SIK</creator><scope>EVB</scope></search><sort><creationdate>20230525</creationdate><title>A Method For Applying Quant Algorithm Based on User's Financial Products Trading Pattern</title><author>WON JONG CHAN ; AHN SUNG WON ; SONG WON SIK</author></sort><facets><frbrtype>5</frbrtype><frbrgroupid>cdi_FETCH-epo_espacenet_KR20230072669A3</frbrgroupid><rsrctype>patents</rsrctype><prefilter>patents</prefilter><language>eng ; kor</language><creationdate>2023</creationdate><topic>CALCULATING</topic><topic>COMPUTING</topic><topic>COUNTING</topic><topic>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</topic><topic>ELECTRIC DIGITAL DATA PROCESSING</topic><topic>PHYSICS</topic><topic>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</topic><toplevel>online_resources</toplevel><creatorcontrib>WON JONG CHAN</creatorcontrib><creatorcontrib>AHN SUNG WON</creatorcontrib><creatorcontrib>SONG WON SIK</creatorcontrib><collection>esp@cenet</collection></facets><delivery><delcategory>Remote Search Resource</delcategory><fulltext>fulltext_linktorsrc</fulltext></delivery><addata><au>WON JONG CHAN</au><au>AHN SUNG WON</au><au>SONG WON SIK</au><format>patent</format><genre>patent</genre><ristype>GEN</ristype><title>A Method For Applying Quant Algorithm Based on User's Financial Products Trading Pattern</title><date>2023-05-25</date><risdate>2023</risdate><abstract>The present invention relates to a method for applying a quantitative algorithm based on user financial product trading patterns. According to the present invention, a method of applying a quantitative algorithm based on user stock trading patterns comprises the steps of: modeling user trading patterns; receiving financial product recommendation through a quantitative service; estimating, when a stock recommendation event occurs, an expected purchase price at which a user purchases a financial product based on the modeled user trading patterns; and simulating quantitative asset valuation using the estimated expected purchase price. Accordingly, an impact of the user trading pattern on a rate of return can be analyzed and a correct investment strategy can be guided by improving trading habits.
본 발명은 사용자 금융 상품 매매패턴 기반 퀀트 알고리즘 적용 방법에 관한 것으로서, 사용자 매매 패턴을 모델링하는 단계, 퀀트 서비스를 통해 금융 상품을 추천받는 단계, 종목 추천 이벤트가 발생하면 상기 모델링된 사용자 매매 패턴에 기초하여 사용자가 금융 상품을 구매하는 예상 구매가를 추정하는 단계 및 추정된 예상 구매가를 이용하여 퀀트 자산 평가를 시뮬레이션 하는 단계를 포함하는 것을 특징으로 하는 사용자 주식 매매패턴 기반 퀀트 알고리즘 적용 방법.를 포함하는 것을 특징으로 한다. 상기와 같은 본 발명에 따르면, 사용자의 매매패턴이 수익률에 미치는 영향을 분석할 수 있고, 매매 습관 개선을 통해 올바른 투자 전략을 안내할 수 있는 효과가 있다.</abstract><oa>free_for_read</oa></addata></record> |
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| subjects | CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ELECTRIC DIGITAL DATA PROCESSING PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR |
| title | A Method For Applying Quant Algorithm Based on User's Financial Products Trading Pattern |
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