CradeMaster 

Crade Master Technical Disclosure Scope Reference

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1. CradeMaster Disclosure of Technical Details

2. This disclosure pertains to a system and method for providing an automated investment platform service. Specifically, it addresses a system and method for providing an automated investment platform service that enhances the convenience and profitability stability of automated trading through robo-trading.

3. Background Art

4. In traditional financial investment, individual investors have conducted transactions using Home Trading Systems (HTS) and Mobile Trading Systems (MTS).

5. In such cases, investors need to perform extensive research and analysis to create portfolios that match their preferences. To achieve stable and sustainable profits, they must analyze market information and consider financial investment-related news and expert insights.

6. Moreover, many investors rely on investment information and rumors overflowing from social network services (SNS) without proper questioning. Investing in foreign stocks and cryptocurrencies can also lead to time delays due to the need to match the investment timing with the respective stock and cryptocurrency markets.

7. To address these issues, there has been an increasing use of robo-advisors that utilize artificial intelligence and algorithms.

8. However, existing robo-advisors often face challenges in adapting to real-time issues because they make investment decisions based solely on past data.

9. Most traditional robo-advisors invest by adjusting the proportions of stocks, cryptocurrencies, bonds, and cash, and they struggle to respond promptly to market volatility since they use delayed price data or previous day's closing prices.

10. Traditional robo-advisors have also required human intervention for investment activities, such as when investors or professional traders recommend portfolio strategies or items to investors.

11. Consequently, it has been challenging to promptly establish investment strategies that reflect sudden issues or trends, such as sharp fluctuations in specific stocks.

12. Therefore, despite investing through robo-advisors, traditional technologies require essential management personnel to resolve issues directly, making it a challenge to fully automate the process.

13. Even though CradeMaster's Open API has enabled real-time automated stock and cryptocurrency trading and automated cryptocurrency trading methods, the actual transactions still depend on human-set conditions, leading to varied investment returns based on the specific search conditions established by individuals.

14. Technical Problem

15. This disclosure aims to address the aforementioned issues by providing a system and method that allow for real-time price data reception and operation, facilitating prompt reflection of market volatility. Even with limited financial transaction knowledge, stable stock and cryptocurrency investments can be achieved through robo-trading, ensuring stable investment returns. The system also recommends stocks and cryptocurrencies suitable for current market conditions without the need for individual research, automatically calculates appropriate prices for each item, and rebalances in real-time based on investment outcomes after transactions.

16. To achieve these objectives, the disclosed automated investment platform service system includes a storage unit for storing investors' assets, a communication unit for receiving real-time price information from external servers, and an analysis unit for analyzing the price information to calculate appropriate prices and establish investment strategies.

17. Technical Solution

18. The investment strategy employs structured data, including market adjustment ratios and item adjustment ratios calculated through AI learning based on various market indicators, individual item data, and unstructured data such as news, institutional, and expert information.

19. The communication unit receives the investor's investment preferences, stores them, and the analysis unit reflects these preferences in establishing secondary investment strategies.

20. The storage unit can store part of the investor's assets, receive transaction execution results, and adjust the asset ratios through follow-up strategies based on preset reference assets.

21. Additionally, the system stores and analyzes market indicators, index information, item-specific data, and other related information to select recommended themes and calculate predicted prices for individual items.

22. The method includes storing asset information, receiving real-time price information, and analyzing it to calculate appropriate prices and establish primary investment strategies.

23. The analysis of real-time price information includes receiving, storing, and reflecting the investor's investment preferences to establish secondary investment strategies.

24. Follow-up strategies are developed to adjust asset ratios based on transaction execution results to match preset reference ratios.

25. The system also allows storing and analyzing various market data and information to select recommended themes and predict prices, which are reflected in tertiary investment strategies.

26. Advantages

27. This disclosure enables stable financial investments through robo-trading, providing recommendations suitable for current market conditions, automatically calculating appropriate prices, and performing real-time rebalancing based on investment outcomes.

28. For instance, the Sharpe ratio, a measure of investment return stability, could be approximately 1.8 to 2.3, indicating that the investment strategies proposed in this disclosure can consistently maintain a certain level of return.

29. Brief Description of the Drawings

30. The drawing illustrates a schematic configuration of an automatic investment platform service system according to an embodiment of the present disclosure.

31. The drawing shows a schematic flow of an automatic investment platform service method according to an embodiment of the present disclosure.

32. The drawing depicts a schematic flow of another embodiment of the automatic investment platform service method according to the present disclosure.

33. Explanation of Symbols

34. 10: External server

35. 20: Trading server

36. 30: User terminal

37. 100: Automatic investment platform service provision system

38. 110: Storage unit

39. 120: Communication unit

40. 130: Analysis unit

41. 140: Fee management unit

42. Best Mode for Carrying Out the Invention

43. Hereinafter, preferred embodiments of the present disclosure will be described in detail with reference to the accompanying drawings. The advantages and features of the present disclosure, and how to achieve them, will become apparent with reference to the embodiments described in detail below in conjunction with the accompanying drawings. However, the present disclosure is not limited to the disclosed embodiments and may be embodied in various other forms. The embodiments are provided to fully convey the scope of the invention to those skilled in the art, and the present disclosure should be defined only by the scope of the appended claims. The same reference numbers refer to the same or similar elements throughout the specification.

44. Unless otherwise defined, all terms used herein (including technical and scientific terms) may be understood to have the same meaning as commonly understood by one of ordinary skill in the art to which this disclosure belongs. Additionally, terms generally defined in dictionaries should be interpreted as having a meaning that is consistent with their meaning in the relevant art and the present disclosure, and not in an idealized or overly formal sense unless expressly defined herein. Terms such as "comprise" and/or "comprising," as used herein, indicate the presence of stated features, integers, steps, operations, elements, and/or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, and/or groups thereof.

45. FIG. 1 illustrates a schematic configuration of an automatic investment platform service provision system according to an embodiment of the present disclosure.

46. Referring to FIG. 1, the automatic investment platform service provision system 100 may include a storage unit 110, a communication unit 120, an analysis unit 130, and a fee management unit 140.

47. Throughout the present specification, data transmission and reception between the communication unit 120, external server 10, trading server 20, and user terminal 30 are not limited to a specific communication method. The user terminal 30 can be implemented as a device that users can carry to transmit data via wired or wireless communication, such as a mobile phone, for example, a smartphone, smart pad, tablet PC, or laptop, and may also be implemented as a PC other than a tablet PC. Note that the trading server 20 in this detailed description refers to a server that performs actual trading according to the investment strategy, such as a server operated by a securities company. It will be understood that the purpose of the trading orders transmitted to the trading server 20 is to deliver direct trading orders (trading signals) to an API-linked account associated with the securities company. According to the present disclosure, as trading can be fully automated without human intervention, trading orders should be understood to be transmitted from the automatic investment and trading platform service provision system 100 to the trading server 20 to enable automated trading.

48. More specifically, the storage unit 110 can store the asset information of the investor.

49. Here, asset information of the investor refers to various types of assets held by the investor, including cash, stocks, virtual currency, bonds, cryptocurrencies, etc., and is not limited to specific assets.

50. Additionally, the storage unit 110 can store one or more trading patterns.

51. Here, the one or more trading patterns for stock and virtual currency trading can include trading techniques based on the graph shapes, such as triple top, triple bottom, double top, double bottom, rounding top, rounding bottom, V-top, V-bottom, descending triangle, ascending triangle, descending box, ascending box, symmetrical triangle, expanding triangle, and so on, which predict rises or falls in the market to perform stock and virtual currency trading.

52. Furthermore, the communication unit 120 can receive real-time price information for each item from the external server 10.

53. Here, the external server 10 may refer to a server such as an exchange holding price information for the respective items.

54. Moreover, the real-time price information for each item may include at least one of the transaction execution price, the ask price, and the bid price for a specific item.

55. The analysis unit 130 can analyze the received real-time price information based on the one or more trading patterns stored in the storage unit 110.

56. For example, the analysis unit 130 may determine whether the received real-time price information matches the stored trading patterns.

57. When the real-time price information matches a specific trading pattern, the analysis unit 130 may generate a trading order corresponding to that pattern.

58. This trading order can include a buy or sell order.

59. Here, the trading order can specify the item to be traded, the quantity, and the price.

60. The communication unit 120 may transmit the generated trading order to the trading server 20.

61. The trading server 20 may execute the trading order by performing buying or selling according to the instructions in the trading order.

62. The fee management unit 140 may calculate the fees incurred from the trading activities.

63. The fee management unit 140 may be configured to calculate fees based on predefined criteria.

64. The predefined criteria may include the amount of the transaction, the frequency of transactions, the type of item traded, and the trading volume.

65. The fees can be charged to the user's account.

66. According to an embodiment, the communication unit 120 may also receive fee information from the trading server 20.

67. The received fee information may include information about the fees charged by the trading server 20 for executing the trading order.

68. The fee management unit 140 may use this fee information to calculate the total fees to be charged to the user.

69. Additionally, the storage unit 110 can store user information.

70. Here, user information may include user identification data, contact information, and preferences related to trading activities.

71. The communication unit 120 may provide the user information to the trading server 20 for verification and authentication.

72. The user terminal 30 may provide an interface for the user to interact with the automatic investment platform service provision system 100.

73. The interface can allow users to input their preferences, view their asset information, and monitor their trading activities.

74. The user terminal 30 can also receive notifications about trading activities, such as order execution and changes in asset values.

75. The storage unit 110 can store transaction history data.

76. The transaction history data may include details of all trading activities performed by the system.

77. This data can be used for auditing and analyzing past trading performance.

78. The communication unit 120 can send transaction history data to the user terminal 30 upon request.

79. Additionally, the communication unit 120 may receive feedback from users about the system's performance.

80. The feedback can be stored in the storage unit 110 for analysis and improvement of the system.

81. The analysis unit 130 can analyze the feedback to identify areas for improvement.

82. The fee management unit 140 can adjust the fee structure based on user feedback and market trends.

83. The system can provide various reports to the users, including performance reports and fee reports.

84. The performance reports can show the profitability of the trading activities.

85. The fee reports can detail the fees charged for each transaction.

86. The reports can be customized according to user preferences.

87. The communication unit 120 can send the reports to the user terminal 30 for viewing.

88. The automatic investment platform service provision system 100 can operate continuously to monitor market conditions and execute trades.

89. The system can be designed to operate in different markets, such as stock markets, forex markets, and cryptocurrency markets.

90. The storage unit 110 can store data specific to each market.

91. The analysis unit 130 can be configured to analyze market-specific data and generate trading orders accordingly.

92. The fee management unit 140 can apply different fee structures for different markets.

93. The communication unit 120 can establish connections with multiple trading servers operating in different markets.

94. The system can support multiple users simultaneously.

95. Each user can have a unique account with personalized settings.

96. The storage unit 110 can store data specific to each user.

97. The communication unit 120 can ensure secure data transmission between the system and the user terminals.

98. The system can implement security measures to protect user data and prevent unauthorized access.

99. The fee management unit 140 can generate invoices for users detailing the fees charged.

100. The invoices can be sent to users via the communication unit 120.

101. The system can provide customer support services to assist users.

102. The user terminal 30 can offer help sections and FAQs to guide users.

103. The system can integrate with external services for enhanced functionality.

104. For example, the system can integrate with news services to provide users with market updates.

105. The analysis unit 130 can use external data to enhance its trading algorithms.

106. The communication unit 120 can handle data synchronization between the system and external services.

107. The storage unit 110 can store data received from external services for future reference.

108. The system can be updated regularly to improve its features and performance.

109. Updates can be deployed without interrupting the system's operation.

110. The communication unit 120 can notify users about system updates.

111. The storage unit 110 can store version information about the system.

112. The analysis unit 130 can optimize its algorithms based on new data and feedback.

113. The fee management unit 140 can revise the fee structure based on market conditions.

114. The system can provide training resources for users to learn about automated trading.

115. The user terminal 30 can offer tutorials and guides to help users understand the system's functions.

116. The system can support multiple languages to cater to a diverse user base.

117. The communication unit 120 can facilitate translation of content into different languages.

118. The storage unit 110 can store language preferences for each user.

119. The analysis unit 130 can adapt its analysis to accommodate different market dynamics across regions.

120. The fee management unit 140 can apply region-specific fees.

121. The system can offer premium services for advanced users.

122. Premium services can include enhanced analysis tools and personalized support.

123. The communication unit 120 can manage subscriptions for premium services.

124. The storage unit 110 can store subscription details for each user.

125. The analysis unit 130 can provide advanced analytics for premium users.

126. The fee management unit 140 can handle billing for premium services.

127. The system can collaborate with financial institutions for seamless transactions.

128. The communication unit 120 can manage transactions between the system and financial institutions.

129. The storage unit 110 can store transaction details for record-keeping.

130. The analysis unit 130 can generate reports based on financial transactions.

131. The following describes preferred embodiments of the present disclosure in detail with reference to the accompanying drawings. The advantages, features, and methods of achieving them will be clearly understood by referring to the embodiments described below, along with the accompanying drawings. However, the present disclosure is not limited to the embodiments disclosed below and can be implemented in various other forms. These embodiments are provided solely to fully disclose the present invention and to allow those skilled in the art to understand the full scope of the invention. It should be noted that the present disclosure is to be defined only by the scope of the attached claims. Furthermore, similar reference numbers refer to similar or identical elements.

132. Unless otherwise defined throughout the specification, all terms (including technical and scientific terms) used herein are to be understood according to their meanings generally understood by those skilled in the art to which this disclosure pertains.

133. This applies as well. Additionally, terms defined in commonly used dictionaries should not be interpreted overly ideally or excessively unless clearly defined otherwise. The terms used herein are merely for explaining the embodiments and should not be used to limit this disclosure. Unless otherwise clearly used in this specification, singular expressions include plural forms.

134. The terms "comprise" and/or "comprising" used in this specification refer to components, steps, actions, and/or devices and do not exclude the presence or addition of other components, steps, actions, and/or devices.

135. Automated Investment Platform Service System, the system comprising:

136. A storage device for storing an investor's asset information;

137. A communication device for receiving real-time price information for each item from an external server;

138. An analysis unit that analyzes the real-time price information for each item, wherein the analysis unit calculates the appropriate price for each individual item using the analysis results of the real-time price information and establishes a first investment strategy based on the calculated appropriate price;

139. The communication device transmits the first investment strategy to a trading server, wherein the first investment strategy includes a trade order reflecting the appropriate price for each individual item.

140. System according to claim 1, wherein the analysis unit calculates the relative strength based on both structured and unstructured data, including the analysis results of the real-time price information for each item, and uses the calculated relative strength to compute the appropriate price for each individual item.

141. Method according to claim 2, wherein the structured data further includes:

142. Market data calculated using artificial intelligence learning based on at least two market indicators;

143. Item adjustment ratios calculated using artificial intelligence learning based on spot and/or future price data for each individual item.

144. Method according to claim 2, wherein the unstructured data includes one or more of news information, institutional information, and expert information.

145. System according to claim 1, wherein the communication unit receives the investor's investment preferences, the storage unit stores the investor's investment preferences received by the communication unit, and the analysis unit establishes a second investment strategy reflecting the investor's investment preferences.

146. Here, the communication unit transmits the second investment strategy to the trading server, wherein the second investment strategy includes a trade order reflecting the appropriate price for a set of items, considering the investor's investment preferences.

147. System according to claim 1, wherein the storage unit stores a portion of the investor’s assets, and the communication unit receives the transaction execution results based on trade orders from the external server.

148. Here, if a certain ratio of the investor’s assets changes according to the transaction execution results, the analysis unit establishes a follow-up trading strategy to match the ratio change of the investor's assets with the ratio change of a preset benchmark asset, and the communication unit transmits the follow-up trading strategy to the trading server.

149. The trading strategy and follow-up trading strategy include trade orders for items to match the changed ratio of the investor's assets with the benchmark asset.

150. System according to claim 1, wherein the storage unit stores at least one of market indicators, index information, item information, product performance information, news information, and expert information for each market.

151. Here, the analysis unit analyzes at least one of market indicators, index information, item-specific information, product performance information, news information, and expert information for each market, selects recommended themes, and the communication unit transmits the selected recommended themes to the user terminal.

152. System according to claim 1, wherein the storage unit stores chart information for each specific type, and the analysis unit uses the chart information for each specific type to calculate the expected price for each item, establishes a third investment strategy based on the expected prices for each item, and the communication unit transmits the third investment strategy to the trading server.

153. The third investment strategy includes trade orders reflecting the expected prices for each item.

154. Automated Investment Platform Service Method, the method comprising:

155. Storing the investor’s asset information in a storage device;

156. Receiving real-time price information for each item from an external server via a communication device;

157. Analyzing the real-time price information for each item using an analysis device.

158. Here, the analysis of the real-time price information for each item by the analysis device includes:

159. Using the analysis results of the real-time price information for each item to calculate the appropriate price for each individual item.

160. Based on the calculated appropriate prices, a first investment strategy is established, and the first investment strategy is transmitted to the trading server via the communication device.

161. The first investment strategy includes trade orders reflecting the appropriate price for each individual item.

162. Method according to claim 9, wherein the analysis of the real-time price information for each item includes:

163. Receiving the investor's investment preferences via the communication unit;

164. Storing the investor’s investment preferences received by the communication unit in the storage unit;

165. Establishing a second investment strategy reflecting the investor's investment preferences using the analysis unit;

166. Transmitting the second investment strategy to the trading server through the communication device, wherein the second investment strategy includes trade orders reflecting the appropriate prices for a set of items, considering the investor’s investment preferences.

167. Method according to claim 9, wherein the analysis of the real-time price information for each item includes:

168. Storing a portion of the investor’s assets in the storage device;

169. Receiving transaction execution results based on trade orders via the communication unit from an external server;

170. If the ratio of the investor's assets changes according to the transaction execution results, the analysis unit establishes a follow-up trading strategy to match the changed ratio of the investor’s assets with the ratio change of a preset benchmark asset, and the communication unit transmits the follow-up trading strategy to the trading server.

171. The follow-up trading strategy includes trade orders for items to match the changed ratio of the investor’s assets with the benchmark asset.

172. Method according to claim 9, wherein the analysis of the real-time price information for each item includes:

173. Storing at least one of market indicators, index information, item-specific information, product performance information, news information, and expert information for each market in the storage device;

174. Analyzing at least one of market indicators, index information, item-specific information, product performance information, news information, and expert information by the analysis unit to select recommended themes;

175. Transmitting the selected recommended themes from the analysis unit to the user terminal via the communication unit.

176. Method according to claim 9, wherein the analysis of the real-time price information for each item includes:

177. Storing chart information for each specific type via the storage device;

178. Using the chart information for each specific type to calculate the expected price for each item via the analysis unit;

179. Establishing a third investment strategy based on the expected prices for each item via the analysis unit;

180. Transmitting the third investment strategy to the trading server via the communication unit;

181. The third investment strategy includes trade orders reflecting the expected prices for each item.

182. CradeMaster ver.1 Technical Disclosure Scope Reference.