JP3875206B2 - Trading order automatic ordering apparatus and trading order automatic ordering method - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
The present invention relates to a trading order automatic ordering apparatus for automatically placing orders for buying and selling securities such as stocks and bonds and futures trading products in the market, and in particular, orders for buying and selling using the Internet or a telephone network. Trading order automatic ordering device that automatically places orders on the market And automatic ordering of sales orders It is about.
[0002]
[Prior art]
In general, securities such as stocks and bonds are a means of raising funds for companies and a means of investment for investors. And stock exchanges and over-the-counter markets are used for stock distribution. Conventionally, when a general investor buys and sells these stocks and the like, the stock trading conditions are notified to the securities company and the like, and this is done through the securities company.
[0003]
On the other hand, in recent years, the Internet has rapidly spread with the spread of the World Wide Web (WWW). Recently, it has been considered to automatically buy and sell stocks using this computer network such as the Internet, and orders for buying and selling stocks using the Internet are actually being performed.
[0004]
[Problems to be solved by the invention]
However, in the current order for stock trading using the Internet, the execution of orders related to transactions involving complicated conditions such as special trading orders are all manually performed by the person in charge of trading execution through individual management. For stock trading orders that require complicated processing, the processing items are ambiguous, and the paperwork from ordering to execution becomes enormous. There was a problem that it was difficult to deal with.
[0005]
Therefore, the purpose of the present invention is to improve the efficiency of execution and management of stock trading orders and to greatly reduce office work, and to respond quickly to stock trading orders under special conditions. Automatic ordering equipment And automatic ordering of sales orders Is to provide.
[0006]
[Means for Solving the Problems]
In order to solve the above-mentioned problem, the buying and selling order automatic ordering apparatus of the present invention has been received from a customer. To buy and sell financial products, A trading order automatic ordering apparatus for automatically placing an order with the trading market system for financial products, the trading order automatic ordering apparatus being a customer operated by the customer ~ side Terminal When the purchase order order screen is selected, the stock information for specifying the stock of the financial product that is the subject of the trade order, the order quantity specified in the trade order, and the limit specified in the trade order In addition, at least a necessary item input field for inputting necessary items related to the above-mentioned sales order included in the trading form and the selling price when specifying the limit trading price and the market price, the market market place and each market place, and the close and close , A condition designation field for designating one of the failure as an order condition, and a trigger for designating at least one of the price or time of the financial product as a trigger item for setting a trigger condition for placing the buy / sell order Customer-side terminal that displays an ordering screen that includes at least three of the item specification fields Connected through a computer network, and Sell Trading system for placing a purchase order on the trading market system An order database that stores an order slip corresponding to the buy / sell order with an order processing status of the buy / sell order, and stores the status of “standby” in the order slip received from the buy / sell ordering automatic ordering device. The order database stored in the order database, and reading out the order slip corresponding to the buy / sell order whose status is changed from “standby” to “processable” from the order slips stored in the order database; A trading system for placing a trading order based on the contents of a slip on the trading market system Connected to the customer ~ side Displayed on the terminal Ordering On the screen In the required entry field Entered The buying and selling including the necessary item, and further including the condition when a condition is specified in the condition specifying field, and the trigger item is included when a trigger item is specified in the trigger item specifying field. The sales conditions for the order are sent from the customer side terminal via the computer network. Accept Trading conditions Receiving means; In the case where the trigger item is included in the trading condition of the trading order received by the trading condition receiving means, an order slip corresponding to the trading order is created from the necessary item, and the order slip is Order slip sending means for sending to the trading system; and Trading conditions Accepted by the accepting means In the case where the trigger item is included in the trading condition of the trading order, the trigger condition is created from the trigger item, and the trigger condition is associated with the trading order. Trigger storage means for storing, and the trigger storage means Whether stored trigger conditions are met Monitor Filled When it is determined that, for the trading system, The status attached to the order slip corresponding to the buy / sell order determined to satisfy the trigger condition is changed from “standby” to “processable”. Order processing instruction means for sending an instruction signal for changing to In the case where the trigger item is not included in the trading condition of the trading order received by the trading condition receiving means, the necessary item included in the trading condition is combined with a forward instruction signal to the trading market system. Trading instruction means for sending to the trading system; With That It is characterized by.
[0007]
Further, the automatic ordering method of the sales order of the present invention is accepted from the customer. To buy and sell financial products, A trading order automatic ordering method for automatically placing orders on the trading market system for financial products, wherein the trading order automatic ordering apparatus for controlling automatic ordering of the trading order is a customer operated by the customer ~ side Connected to the terminal through a computer network, and Sell Trading system for placing a purchase order on the trading market system A trading system comprising an ordering database for storing an order slip corresponding to the trading order with a status of ordering processing of the trading order. Connected with In the customer side terminal, by selecting a purchase order purchase screen, the issue information specifying the issue of the financial product subject to the sale order, the order quantity specified in the sale order, and the designation in the sale order The required price entry field for inputting at least the necessary items related to the trading order, the market price in the trading market, and the difference in each market. Specify a condition specification field for specifying one of closing, failure, and order as a condition for the order, and at least one of the price or time of the financial product as a trigger item for setting a trigger condition for placing the purchase order. An ordering screen display step in which an ordering screen including at least three fields of trigger item designation fields to be displayed is displayed; The customer ~ side The device Including the necessary items input in the necessary item input field of the ordering screen displayed on the customer side terminal, and further when the condition is specified in the condition specifying field, the condition is specified as the trigger item When a trigger item is specified in the field, input the trading conditions of the buy / sell order including the trigger item. Accept Trading conditions An input step, and the purchase order automatic ordering device is connected to the customer via the computer network. ~ side Terminal Trading conditions for the above trading orders Accept Trading conditions A receiving step, and the buying and selling order automatic ordering device includes: Trading conditions Received at the reception step If the purchase item includes the trigger item, an order slip corresponding to the buy / sell order is created from the necessary item, and the order slip is The order slip sending step to send to the trading system, and the trading system, Order slip Accept Attaching the status of “standby” to the order slip The buying and selling order information storing step to be stored in the ordering database, and the buying and selling order automatic ordering device include the Trading conditions Received at the reception step In the case where the trigger item is included in the trading conditions of the trading order, the trigger condition is created from the trigger item, and the trigger condition is associated with the trading order. A trigger storing step to be stored in a trigger database; and Whether stored trigger conditions are met Monitor Filled When it is determined that, for the trading system, The status attached to the order slip corresponding to the buy / sell order determined to satisfy the trigger condition is changed from “standby” to “processable”. An order processing instruction step for sending an instruction signal to change to The above When the instruction signal is accepted, it is stored in the order database. Of the order slips, the status attached to the order slip corresponding to the buy / sell order determined to be satisfied is changed from “standby” to “processable”. The status change step to change to and the trading system stored in the order database Order slip Out of The status changes from “Standby” to “Processable” Changed to Order slip An order processing step of placing an order to the trading market system based on the contents of the order slip, If the trigger item is not included in the trading condition of the trading order received by the trading condition receiving step, the trading order automatic ordering apparatus, the necessary item included in the trading condition is changed to the trading market. A trading instruction step to be sent to the trading system together with a forwarding instruction signal to the system, It is characterized by having.
[0010]
In this way, based on trading conditions Trigger condition that is a condition to place a trade order Set this trigger conditions To check whether the market matches the trading situation in the trading market, and place a trading order based on the order slip recorded in the database in advance. It is possible to reduce work, and it is possible to quickly respond to stock trading orders under special conditions.
[0011]
DETAILED DESCRIPTION OF THE INVENTION
Embodiments of a trading order automatic ordering apparatus according to the present invention will be described below with reference to the drawings.
[0012]
FIG. 1 is a diagram showing an embodiment of a trade order automatic ordering system including a trade order automatic ordering apparatus according to the present invention.
[0013]
This trading order automatic ordering system has a plurality of customer-side terminals (hereinafter simply referred to as “sales conditions”) for inputting ordering conditions for securities such as stocks and bonds and futures trading products (hereinafter also simply referred to as “sales conditions”). 1, only the customer-side terminals 41 to 43 are shown), the computer network 20 and the telephone line network 30 such as the Internet connected to the customer-side terminals 41 to 43, and the computer network 20 and the telephone line network 30. The trading order automatic ordering apparatus 10 that receives trading conditions from the customer side terminals 41 to 43 and places orders for trading such as stocks in accordance with the trading conditions, and the trading order automatic ordering apparatus 10 connected to the market 60 such as stocks. In addition to notifying the transaction status of the market 60 to the order, the order which is a statutory book according to the order of the trade order from the trade order automatic ordering device 10 And trading system 50 to order the buy and sell orders with respect to the actual market 60 to create a vote, and a, and ordering DB51 to store, such as an order slip and order data.
[0014]
Here, the customer-side terminals 41 to 43 are a telephone line network 30 or a computer network 20 such as a telephone, a portable telephone, a facsimile machine, a PC (Personal Computer), a trade dedicated terminal, a home game machine, and a portable small computer device. Any device can be used as long as it can transmit and receive data to and from the trade order automatic ordering apparatus 10.
[0015]
In addition to the Internet, the computer network 20 may be a customer-side terminal 41-41, regardless of whether it is an open type or a closed type, such as a network dedicated to buying and selling orders connected to the Internet, a network dedicated to buying and selling orders provided independently, and an intranet. It is only necessary that data can be transmitted and received between the purchase order 43 and the purchase order automatic ordering apparatus 10.
[0016]
Further, the buying and selling order automatic ordering apparatus 10 includes a telephone response unit 11 that transmits and receives trading condition data to and from the customer side terminals 41 to 43 via the telephone line network 30, and a customer side terminal 41 via the computer network 20. Logical processing of trigger items stored in the trigger DB 14 based on the trading conditions from the telephone response unit 11 and the network processing unit 12, and the network processing unit 12 that transmits / receives trading condition data to and from 43 Trigger conditions When this is set, this trigger conditions A trigger number that is a unique identifier is attached to conditions The control unit 13 for creating a trigger history confirmation table corresponding to the above, and each condition of the buying and selling conditions is prepared and stored in advance as predetermined trigger items, and the trigger generated by the control unit 13 conditions The trigger DB 14 for storing the trigger number and the trigger history confirmation table in association with each other, the transaction status of the market 60 received from the trading system 50, and the transaction status and each trigger item of the trigger history confirmation table stored in the trigger DB 14 Let me correspond Trigger An order processing unit 17 that makes an order request for buying and selling to the buying and selling system 50 when the condition is satisfied.
[0017]
Next, the operation of the trade order automatic ordering system including the trade order automatic ordering apparatus 10 of the present invention shown in FIG. 1 will be described. As a specific example in the following description, the customer side terminal 41 is a PC (Personal Computer), and transmits and receives data to and from the trade order automatic ordering apparatus 10 via the computer network 20. Further, the computer network 20 will be described with the configuration being the Internet. Further, as a sales transaction, a stock sales transaction will be described as an example.
[0018]
FIG. 2 is a flowchart showing the buy / sell order automatic ordering process. In FIG. 1 and FIG. 2, first, a customer sends a network of a trade order automatic ordering apparatus 10 from a customer side terminal (hereinafter also referred to as “PC”) 41 via a computer network (hereinafter also referred to as “Internet”) 20. Connect to the processing unit 12 (step 201). At this time, specifically, an initial screen HP (Home Page) for stock trading is displayed on the screen of the PC 41.
[0019]
Next, after an order screen for stock trading is selected on the PC 41, an order request for stock trading is made. Here, necessary items relating to stock trading orders are input. At that time, a trigger item that is a factor for generating an order request for stock trading is set (step 202).
[0020]
FIG. 3 is a diagram illustrating an example of a screen for inputting a stock buying order for stock trading. In FIG. 3, the stock purchase order input screen includes a brand information input unit 210 and an order information input unit 220.
[0021]
Here, the brand information input unit 210 is a brand code field 211 for inputting a stock brand code, a pull-down market change button 212 for designating a stock market, and a brand for displaying the content of the designated brand and its stock price information. An information display unit 213 and an information update button 214 for updating the display information of the brand information display unit 213 based on the latest stock price information or the information inputted by the brand code column 211 and the market change button 212 are configured. .
[0022]
The order information input unit 220 includes an order quantity column 221 for designating the number of shares to be traded, an order price column 222 for designating a trading price and a trading form, an order condition column 223 for designating trading conditions, and a calendar display unit. It consists of an order date column 224 for designating the effective date and the effective period of trading.
[0023]
In the initial screen for stock trading (not shown) displayed on the PC 41, when the stock code of the stock stock to be bought is input and the stock buy order input screen is selected, the PC 41 is displayed as shown in FIG. A stock purchase input screen is displayed (step 203). Here, when a different brand code is input to the input box of the brand code field 211 of the brand information input unit 210 and the information update button 214 is pressed (clicked), an update signal is sent to the network processing unit 12 (step 204). ). Based on the update signal received from the network processing unit 12, the control unit 13 receives information on the brand designated in the brand code field 211 via the trading system 50 from the market 60, and sends this information to the network processing unit 12. Send (step 205). The network processing unit 12 displays the updated brand information on the brand information display unit 213 displayed on the PC 41, and updates it to the operation screen for order input for the newly designated brand. Here, also when the stock market is changed with the market change button 212 and the information update button 214 is pressed, the display of the brand information display unit 213 is updated (step 206).
[0024]
Here, on the brand information display unit 213, the stock price of the designated brand in the designated market is displayed (step 207). The contents of each item of the brand information display unit 213 are shown below.
(1) Brand content item brand code: The brand code of the selected brand is displayed.
Brand name: The abbreviation of the brand name of the selected brand is displayed.
Trading unit: Displays the minimum trading unit of the selected stock.
(2) Stock Price Information Item Market: Displays the market specified on the initial screen (not shown) or the market selected (updated) with the market change button 212. The following stock price information provides information on the market displayed here, and orders are also placed in the market.
Starting price: Displays the initial stock price of the selected stock on the market day and the time of the stock price data.
High price: Displays the highest stock price on the market day of the selected stock and the time of its stock price data.
Low: Displays the minimum stock price on the market day of the selected stock and the time of the stock price data.
Bid price: Displays the current stock price of the selected brand and the time of the stock price data.
Current value: Displays the current trading stock price of the selected stock and the time of the stock price data.
Bid price: Displays the current bid price of the selected stock and the time of the price data.
Previous day closing price: Displays the closing price on the previous day of the stock or the latest closing price before the previous day and the date of the closing price data.
Output: Displays the volume of the selected stock up to the current day of the market and the time of the data.
[0025]
Next, the following order processing is performed (step 208).
[0026]
FIG. 4 is a flowchart showing details of order processing. In this order processing, the order quantity to be ordered, that is, the number of shares to be purchased is input in the order quantity input box in the order quantity column 221 displayed on the PC 41 (step 208A).
[0027]
Here, the form of the order price desired to be ordered is selected by the order price selection button (“limit price” or “market”) in the order price column 222 displayed on the PC 41. In the case of a limit order, the “limit” selection button is selected and the limit price is entered in the input box that follows. In the case of a market order, the “market” selection button is selected. Note that the limit price cannot be entered when "Success" is selected. In addition, “limit” is selected as the default on the screen. Here, the amount of money that can be purchased at the present time of the customer is displayed in the item of money available for purchase. Note that the purchase price expected from the quantity and price entered in the order is displayed in a confirmation window displayed when a confirmation button (not shown) provided at the bottom of the screen is pressed.
[0028]
Further, in the order condition column 223 displayed on the PC 41, a condition for placing an order is selected with a selection button (“normal”, “condition designation” or “trigger designation”) (step 208B). Note that “normal” is selected as the default on the screen. Here, when there is no designation in the condition at the time of ordering, the “normal” selection button is selected, and the following normal processing is performed (step 208C-1). When the “normal” button is selected and the order is placed, the control unit 13 receives the signal from the network processing unit 12, and the order is forwarded to the selected market 60 to the trading system 50. To instruct. In the case of an order before a contribution, the order is forwarded from the trading system 50 to the market 60 when the market 60 is opened.
[0029]
The “condition specification” combo box is selected when a condition is specified at the time of ordering. When this “condition designation” is selected, the following condition designation processing is performed (step 208C-2).
[0030]
FIG. 5 is a diagram showing a list of the previous item and the subsequent item in the “condition specification” combo box and the conditions and precautions depending on the combination thereof. The control unit 13 transmits an order signal to the trading system 50 according to the contents selected in the preceding item and the succeeding item of the “condition specification” combo box shown in FIG. Forward to market 60 where the order is selected. Here, “Near Field” is selected as the default of the “Condition Specification” combo box.
[0031]
When “trigger setting” is selected with the selection button, the order trigger is designated and the following trigger processing is performed (step 208C-3). When the “trigger setting” button is selected, the trigger function of the designated stock price order and the time designated order can be used. If each item of “Trigger setting” is blank (when nothing is specified), it is treated as not specified.
[0032]
In the “trigger setting” displayed on the PC 41, when a target stock price is input to the designated stock price input box A, this value is notified from the network processing unit 12 to the control unit 13. Here, the range of the stock price that can be specified is within the range of the stop price of the closing price on the previous day. When an input exceeding this range is made, when a confirmation button (not shown) pushed at the end of the process is pushed, the control unit 13 gives an error to the confirmation window displayed on the PC 41 via the network processing unit 12. indicate.
[0033]
In addition, in the up / down selection combo box B, it is selected whether the target stock price is exceeded ("More" is selected) or the target stock price is lower ("Follow" is selected). Here, “same” is selected as the default. In this designated stock price order, the control unit 13 causes the trading system 50 to place an order when the designated stock price exceeds or falls below the designated stock price.
[0034]
In the time designation combo box D, the time to be ordered is designated. Each value of the time designation combo box D can be selected from the following values.
Time: Blank, 9, 10, 12, 13, 14 minutes: Blank, 00, 10 to 50 values in increments of 10 minutes In this time designation order, the control unit 13 sends the trading system 50 after the designated time has passed. Order from At this time, if either hour or minute is blank, the entire specification is invalid.
[0035]
In addition, in the “or / and” selection button C, when both the stock price and the time are selected, it is specified whether the trigger condition is one or both. By default, “or” is selected.
[0036]
Furthermore, an order due date or due date can be specified in the order due date column 224 as one of the trigger items.
[0037]
An example of the trigger item has been described above. As the trigger item, various conditions such as “volume” and “contract” can be set as the trigger item in addition to the above “price” and “time”. The order processing unit 17 has a function (order manager) for setting a trigger flag on designated trigger items, monitoring conditions of these trigger items, and clearing the trigger flag.
[0038]
Depending on the combination of the previous item and the subsequent item in the “condition specification” combo box described above, the trigger setting may be automatically given.
[0039]
FIG. 6 is a diagram showing basic order and condition order patterns stored in the trigger DB 14. As shown in FIG. 6, the control unit 13 determines the order pattern of the condition order according to the combination of the preceding item and the succeeding item of the “condition specification” combo box, and in response, determines the target trigger item. decide. At this time, the setting of each trigger can be automatically set by the special condition order manager of the control unit 13 or can be arbitrarily set from the PC 41 or the input unit 16.
[0040]
FIG. 7 is a flowchart showing the trigger process. When the trigger setting is completed on the screen of the PC 41 (step 701), the control unit 13 creates a trigger history confirmation table, attaches a “trigger number” thereto, and records it in the trigger DB 14 (step 702). Thereafter, the set trigger is processed based on the “trigger number”. At this time, an order slip which is a statutory book is automatically created and sent to the trading system 50. The trading system 50 records the order slip, which is this legal book, in the ordering DB 51 (step 703).
[0041]
Here, the set trigger item can be changed (steps 704 and 705). In this case, the change can be made on the WWW from the PC 41, and the change content can be input from the input unit 16 by the operator looking at the display on the display unit 15 in response to a telephone call or the like.
[0042]
FIG. 8 is a diagram illustrating a trigger setting change screen. In FIG. 8, the customer can specify cancellation, correction, and counter-purchase trigger items from the screen of the PC 41. Each designation from setting 1 to setting 3 is a parallel (OR) condition. Therefore, if any setting condition (all trigger items) is satisfied, trigger items in other settings are invalidated. Here, setting 4 functions as a trigger after the total quantity of the order is filled. It is also effective after order processing is executed by the trigger set in settings 1 to 3.
[0043]
In the settings 1 to 3 (cancellation / price correction setting trigger), the upper part of each setting column has the same function as the “trigger setting” button in FIG.
[0044]
If the “cancel” button is selected in the lower part, the control unit 13 performs a process of canceling the order when the transaction condition of the market 60 becomes the condition specified by the trigger setting in the upper part. Here, “Cancel” is selected by default.
[0045]
In addition, when the “correct to market” button is selected, the order is corrected to market by the control unit 13 when the transaction condition of the market 60 becomes the condition specified by the trigger setting in the upper stage.
[0046]
When the “limit” button is selected and the transaction condition of the market 60 becomes the condition specified by the trigger setting in the upper row, the control unit 13 sets the “limit” in the order price column 222 of the stock buying order. Correct the limit entered in the limit input box.
[0047]
Further, according to the trigger item of setting 4 (profit / loss specified reverse trading trigger), when all the ordered orders are filled, the control unit 13 uses the amount specified in the upper profit and loss amount input boxes from the total contract price. If the valuation profit or loss becomes, the reverse trade (sell order) is automatically placed at the order price specified in the lower row.
[0048]
Each box in the upper row is an input box for designating a profit / loss amount (which functions as a trigger when one or both of them are input) as a condition for counter-trading (sell order), and is input in units of thousand yen. Then, when the “correction at market” button is selected, the control unit 13 places a market order when the amount reaches any of the above boxes, and the “correct at limit” button is selected. If you place an order with the limit entered in the limit input box next to it, or if the “calculated value at that time” button is selected, the stock price at the time when the trigger condition is met Then, place an order at the limit price corrected by the sign combo (+ or-) for the price entered in the input box of the combo box. For example, when the calculated value is 500 yen, the sign is +, and the specified value width is 10 yen, the limit price is 510 yen.
[0049]
Next, the order processing unit 17 receives the transaction status in the market 60 from the trading system 50, and based on the transaction status, the trigger setting triggers of FIG. 3 set in the control unit 13 and stored in the trigger DB 14 are stored. The items A to D and each trigger item in FIG. 6 are monitored (step 706). The order processing unit 17 turns off the trigger flag when the transaction status of the market 60 reaches the set trigger condition based on the trigger history confirmation table recorded in the trigger DB, and sets the trigger Depending on the conditions, the order is automatically executed through the trading system 50 (step 707).
[0050]
That is, when all the AND condition flags set in the trigger item are turned off, all the trigger conditions are satisfied, and the order becomes executable. At this time, all the remaining trigger items set are invalidated.
[0051]
When order execution becomes possible (the trigger condition is satisfied), the order processing unit 17 instructs the trading system to change the status of the “order” item in the order DB from “standby” to “processable”. Send a signal. The trading system 50 automatically executes an order for the market 60 based on the order contents of the order slip that is a legal book stored in the order DB.
[0052]
As described above, the embodiment of the present invention has been described, but the above-described processing is executed by the automatic voice response of the telephone response unit 11 using the telephone or the like instead of the PC at the customer side terminals 41 to 43. Can do.
[0053]
Further, the market 60 may be a trading market other than the stock market, and the above-mentioned buy order can be processed as a sell order.
[0054]
【The invention's effect】
As described above, according to the trading order automatic ordering apparatus of the present invention, it is possible to specify complex order conditions as trigger items and logically combine these items to automatically place a trading order. As a result, it became possible to systematically handle stock and other order processing, and to promote the digitization of securities transactions that are expected to expand in the future.
[0055]
In addition, it is possible to systematically deal with all the processing of complicated order execution that has been done manually by trade execution officers so far, and at the same time, it can be greatly rationalized, and at the same time, human error in processing. It has become possible to greatly reduce such.
[Brief description of the drawings]
FIG. 1 is a diagram showing a trading order automatic ordering system including a trading order automatic ordering apparatus according to the present invention.
FIG. 2 is a flowchart showing a trade order automatic ordering process according to the present invention.
FIG. 3 is a diagram showing an example of a screen for inputting a stock buying order for stock trading.
FIG. 4 is a flowchart showing details of order processing;
FIG. 5 is a diagram showing a list of front and rear items in a “condition specification” combo box and conditions and precautions according to combinations thereof;
FIG. 6 is a diagram showing basic order and condition order patterns stored in a trigger DB 14;
FIG. 7 is a flowchart showing trigger processing according to the present invention.
FIG. 8 is a diagram showing a trigger setting change screen.
[Explanation of symbols]
10 Trading order automatic ordering device
11 Telephone response part
12 Network processing unit
13 Control unit
14 Trigger DB
15 Display section
16 Input section
17 Order processing department
20 Computer network
30 Telephone network
41, 42, 43 Customer side terminal
50 trading system
51 Order DB
60 markets
210 Brand information input section
211 Stock Code field
212 Market change button
213 Brand Information Display
214 Information update button
220 Order information input part
221 Order quantity field
222 Order price column
223 Order condition column
224 Order due date column

Claims (2)

A trading order automatic ordering apparatus for automatically placing a trading order of a financial product received from a customer to a trading market system of the financial product,
The buying and selling order automatic ordering device is:
It is a customer side terminal operated by the customer , and by selecting a purchase order order screen, brand information specifying a brand of a financial product that is a target of a trade order, an order quantity specified in the trade order, , Any limit form or market type specified in the buy / sell order and a buy / sell price in the case of specifying the limit include at least a necessary item input field for entering necessary items regarding the buy / sell order, And a condition designation field for designating any one of close, close, or failure as the order condition, and at least one of the price or time of the financial product, a trigger condition for placing the purchase order is set. customer terminal and the computer network that ordering screen is displayed that includes at least three fields of the trigger item designation column for designating as a trigger item for Are connected through work,
And a trading system for ordering buying and selling orders to the trading market system, comprising an order database for storing order slip corresponding to the trading orders are given the status of the order processing of the trading orders, trade orders automatically The order slip received from the ordering device is added with the status of “waiting” and stored in the ordering database, and the status of the order slip stored in the ordering database is changed from “standby” to “processable” An order slip corresponding to the trade order made is read and connected to a trade system for placing a trade order based on the content of the order slip to the trading market system ;
In the order screen displayed on the customer side terminal, including the necessary items entered in the necessary item input field, and further, if a condition is designated in the condition designation field, the condition is the trigger item designation When a trigger item is specified in the column, the purchase / sale condition accepting means for accepting the trade condition of the buy / sell order including the trigger item from the customer side terminal via the computer network ;
In the case where the trigger item is included in the trading condition of the trading order received by the trading condition receiving means, an order slip corresponding to the trading order is created from the necessary item, and the order slip is Order slip sending means to send to the system;
In the case where the trigger item is included in the trading condition of the trading order received by the trading condition receiving means, the trigger condition is created from the trigger item, and the trigger condition is associated with the trading order. Trigger storage means for storing;
Monitoring whether or not the trigger condition stored in the trigger storage means is satisfied , and determining that the trigger condition is satisfied , the trading system corresponds to the trading order determined to satisfy the trigger condition. Order processing instruction means for sending an instruction signal for changing the status attached to the order slip from “standby” to “processable” ;
In the case where the trigger item is not included in the trading condition of the trading order received by the trading condition receiving means, the necessary item included in the trading condition is combined with a forward instruction signal to the trading market system. Trading instruction means for sending to the trading system;
Rukoto equipped with,
Automatic ordering equipment for buying and selling orders. An automatic ordering method for trading orders for automatically placing a trading order for a financial product received from a customer to a trading market system for the financial product,
A trading order automatic ordering device that controls automatic ordering of the trading order is:
Is connected through a customer terminal and a computer network to which the customer operates,
And a trading system for ordering buying and selling orders to the trading market system, and trading system including an order database for storing order slip corresponding to the trading orders are given the status of the order processing of the trading order Connected,
In the customer side terminal, by selecting a purchase order purchase screen, the issue information specifying the issue of the financial product that is the subject of the sale order, the order quantity specified in the sale order, and the designation in the sale order in the trading price when specifying one of the trading form and limit of limit or Shigeyuki to have a necessary item input field for inputting the necessary items relating to the trading orders contained at least, the field in the trading market and each field As a trigger item for setting a trigger condition for placing an order for the buy / sell order, a condition designation field for designating one of close, close, and failure as a condition for the order and a price or time of the financial product An order screen display step in which an order screen including at least three fields of trigger item specification fields to be specified is displayed;
The customer terminal comprises the necessary items that are input to the necessary items input field of the customer the order screen displayed on the terminal, further, if the condition specified in the condition designation column the condition However, when a trigger item is designated in the trigger item designation field, a buying and selling condition input step for receiving an input of a buying and selling condition of the buying and selling order including the trigger item ;
The trading orders automatic ordering device, via the computer network, and trading condition receiving step of receiving the trading conditions of the trading orders from the customer terminal,
If the trigger item is included in the trading conditions received in the trading condition receiving step, the trading order automatic ordering apparatus creates an order slip corresponding to the trading order from the necessary items, and the order An order slip sending step for sending a slip to the trading system;
The trading system receives the order slip, stores the order information stored in the order database with the status of “standby” attached to the order slip ;
If the trigger item is included in the trading condition of the trading order received in the trading condition receiving step, the automatic purchase order ordering device creates the trigger condition from the trigger item, and the trigger condition A trigger storage step of storing in a trigger database in association with the trading order ;
Determining the trading orders automatic ordering device monitors whether a trigger condition stored in the trigger database is met, it is determined to have been satisfied, to the trading system, and the trigger condition is satisfied An order processing instruction step for sending an instruction signal for changing the status attached to the order slip corresponding to the trade order made from “standby” to “processable” ;
The trading system accepts the instruction signal, among the order form stored in said order database, the status attached to the order slip corresponding to the determined trading order, the filled, from the "standby" A status change step to change to “processable” ;
The trading system reads an order slip whose status has been changed from “standby” to “processable” from the order slips stored in the order database, and places a trading order based on the content of the order slip into the transaction Order processing steps to place orders on the market system;
If the trigger item is not included in the trading condition of the trading order received by the trading condition receiving step, the trading order automatic ordering apparatus, the necessary item included in the trading condition is changed to the trading market. A trading instruction step to be sent to the trading system together with a forwarding instruction signal to the system,
An automatic ordering method for buying and selling orders characterized by comprising:

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