METHOD OF CALCULATING OPTIMAL TRADE QUANTITY FOR EACH STOCK ITEM IN ACCORDANCE WITH PORTFOLIO OF ROBO-ADVISOR

摘要

The present invention relates to a method of calculating an optimal trade quantity for each stock item in accordance with a portfolio of a robo-advisor which analyzes and uses a portfolio outputted by a robo-advisor algorithm and considers the size of the unit price of a recommended stock item and a single stock item weight limit (A) to calculate and provide an optimal trade quantity (L) for each recommended stock item, thereby minimizing the difference in amount between a calculated investment amount and a real investment amount and maximizing safety and earnings rate and reduce risk and loss rate. Also, the method considers external costs such as trading fees, exchange fees, and deposit money when calculating the optimal trade quantity (L) to calculate the optimal trade quantity (L), thereby effectively preventing confusion caused by a shortage of external costs of an investor and investment mistakes caused by the confusion and improving efficiency and convenience. In addition, the method can be linked to various robo-advisor algorithms consisting of different learning and analysis models to improve scalability and linkability.;COPYRIGHT KIPO 2020