发明名称 METHOD AND SYSTEM FOR PROVIDING PERSONALIZED INVESTMENT INFORMATION
摘要 The present invention is configured to provide practical and efficiency investment information by providing personalized investment information to a customer. A method for providing personalized investment information, according to an embodiment of the present invention, is performed by a personalized investment information providing system through the following steps of: detecting the generation of one piece of investment information among one or more pieces of preset investment information as information set to be required for the customer′s investment, from pieces of information about possible market conditions which may occur in the equities and derivatives markets; selecting a customer, who has investment history information matched with the detected investment information, from investment history information, which is information about the history associated with investment that the customer has made in the equities and derivatives markets, as information previously stored by each customer in a database of the system; and selecting an investment guide message matched with the detected investment information; and transmitting the selected investment guide message to a terminal of the selected customer.
申请公布号 KR20150134766(A) 申请公布日期 2015.12.02
申请号 KR20140061983 申请日期 2014.05.23
申请人 ETRADE SECURITIES 发明人 LEE, JUN YOUB;SHIN, DONG JUN
分类号 G06Q40/06;G06Q40/04 主分类号 G06Q40/06
代理机构 代理人
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