An individual account automatic trading system and method that can immediately reflect the user's tendency into the investment portfolio

摘要

The present invention is an automatic system and method for individual accounts to form individual investment portfolios according to the preferences of each of the plurality of users by processing transaction orders to individual accounts of a plurality of users based on the propensity information of a plurality of users. A transaction order channel setting unit that receives stock account information of a plurality of users and sets a stock company system and a transaction order channel corresponding to the stock account information, and a user preference information storage unit that stores user preference information of each of the plurality of users. , Based on the trading frequency information included in the user propensity information, it is determined whether the time for asset adjustment is reached, and when the time for asset adjustment is reached, an investment portfolio generator that generates the user's investment portfolio and the investment created based on the generated investment portfolio The present invention relates to an automatic transaction system and method for individual accounts capable of adjusting a portfolio according to user preferences, including a transaction order processing unit that processes a transaction order through a transaction order channel corresponding to the portfolio.