DEVICE AND METHOD FOR ORDERING CURRENT PORTFOLIO TRANSFER TO TARGET PORTFOLIO IN STOCK TRADING SYSTEM

摘要

The present invention relates to a kind of equipment and a kind of permission HTS to be transmitted to target briefcase when the transaction for selecting financial product in the objective cross of investor, such as online stock and derivative etc. automatically to solve current account balance and have subscribed one item by item. The step of this method includes that portfolio transfer condition is arranged in investor; Inventor selects a target briefcase; The investor orders transmission; The HTS solves account balance; Objective cross is bought with above-mentioned HTS. This method carry out investor stabling current briefcase is quick, be accurately and easily transferred to new briefcase, thus without hesitation respond it is described change currently on the market situation establish excellent briefcase to maximize return of investment. ;The 2014 of copyright KIPO submissions;[Reference numerals] (110) transmit condition set unit; (120) Portfolio package storage unit; (130) calculation procedure is shifted; (140) Portfolio shifts accounting unit; (150) Portfolio shifts display unit