Financial product information provision device, financial product information provision method, and financial product information provision program

JP2026142445AActive Publication Date: 2026-09-07MATSUI SECURITIES
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Patent Information

Application Number
JP2025029565
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2025-02-26
Publication Date
2026-09-07
Estimated Expiration
2045-02-26

AI Technical Summary

Benefits of technology

【0020】 本発明によれば、特定の銘柄の市場ごとの相場情報を容易に把握することができる金融商品情報提供装置、金融商品情報提供方法及び金融商品情報提供プログラムを提供することができる。

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Abstract

This invention provides a financial product information provision device, a financial product information provision method, and a financial product information provision program that allow users to easily obtain market price information for specific securities in each market. [Solution] The financial product information providing device 2 includes a generation unit 62 that generates a registered security management table 72 that identifies the market for each of the multiple securitys of financial products that are traded in multiple different markets, one or more of the aforementioned securitys; a switching unit 63 that switches the market for the security identified in the registered security management table 72 from a first market to a second market different from the first market; and an output unit 66 that outputs market price information for the security identified in the registered security management table 72 in the second market switched by the switching unit 63.
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Description

[Technical Field]

[0001] The present invention relates to a financial product information providing apparatus, a financial product information providing method, and a financial product information providing program. [Background Art]

[0002] For financial products including securities such as stocks and bonds, investment trusts, and commodity futures, buying and selling orders are placed, for example, on computer browsers or smartphone applications. Regarding such buying and selling orders, for example, Patent Document 1 discloses a system that displays a list of market price information including market prices and other information related to a specific issue of a financial product. [Prior Art Documents] [Patent Documents]

[0003] [Patent Document 1] Japanese Unexamined Patent Application Publication No. 2006-236186 [Summary of the Invention] [Problem to be Solved by the Invention]

[0004] In such systems, a list of market information such as market prices of a specific market is displayed. In recent years, when checking market information for the Private Trading System (PTS) market, which enables trading of securities without going through a securities exchange market and where trading volume has been increasing, an operation to switch markets for each individual issue is required. The operation of switching markets respectively for a plurality of issues is cumbersome.

[0005] The present invention has been made in view of the above problem, and an object thereof is to provide a financial product information providing apparatus, a financial product information providing method, and a financial product information providing program that can easily grasp market information for each market of a specific issue. [Means for Solving the Problem]

[0006] To achieve the above objective, a financial product information providing device according to a first aspect of the present invention includes: a generation unit that generates a registered security management table that identifies the market for each of a plurality of securitys of financial products that are traded in a plurality of different markets; a switching unit that switches the market for the security identified in the registered security management table from a first market to a second market different from the first market; and an output unit that outputs market price information for the security identified in the registered security management table in the second market switched by the switching unit.

[0007] The switching of the market by the switching unit is performed based on a switching instruction from the user.

[0008] The bulk switching of the market by the switching unit is performed at a predetermined time.

[0009] The simultaneous switching of the market by the switching unit is maintained for a predetermined time.

[0010] A financial product information providing device according to a second aspect of the present invention includes a generation unit that generates a registered security management table that identifies the market for each of a plurality of securitys of financial products that are traded in a plurality of different markets, one or more of the securitys said to be said to be a security, and an output unit that outputs market information in which the market for the securitys identified in the registered security management table has been switched in a batch from a first market to a second market different from the first market during a user session.

[0011] The aforementioned market-wide switchover is performed based on a switchover instruction from the user.

[0012] The aforementioned session is the period from when the user connects to the financial product information provider to when they disconnect from the financial product information provider.

[0013] The aforementioned bulk switching of the market is discarded when the user disconnects from the financial product information provider.

[0014] The generation unit further generates a holdings management table that identifies the market for each of the holdings held by the user, and the output unit outputs market information that switches the market for the holdings identified in the holdings management table from the first market to the second market all at once during the user's session.

[0015] The first market is a stock exchange, and the second market is a private trading system market.

[0016] A third aspect of the present invention relates to a method for providing financial product information, in which a computer providing information on financial products performs the following steps: generates a registered security management table that identifies the market for each of one or more specific securitys of financial products that are traded in multiple different markets; switches the market for the security identified in the registered security management table from a first market to a second market different from the first market; and outputs market price information for the security identified in the registered security management table in the second market to which the switching unit has switched.

[0017] A fourth aspect of the present invention relates to a method for providing financial product information, wherein a computer providing information on financial products performs the steps of: generating a registered security management table that identifies the market for each of one or more specific securitys of financial products that are traded in multiple different markets; and outputting market information that switches the market for the security identified in the registered security management table from a first market to a second market different from the first market, all at once, during a user session.

[0018] A fifth aspect of the present invention provides a financial product information provision program that provides information on financial products, comprising: a generation unit that generates a registered security management table that identifies the market for each of a plurality of securitys of financial products that are traded in a plurality of different markets; a switching unit that switches the market for the security identified in the registered security management table from a first market to a second market different from the first market; and an output unit that outputs market price information for the security identified in the registered security management table in the second market switched by the switching unit.

[0019] A financial product information provision program according to a sixth aspect of the present invention provides a computer that provides information on financial products, comprising: a generation unit that generates a registered stock management table that identifies the market for each of one or more specific stocks of financial products that are traded in multiple different markets; and an output unit that outputs market information that switches the market for the stocks identified in the registered stock management table from a first market to a second market different from the first market, all at once during a user session. [Effects of the Invention]

[0020] According to the present invention, it is possible to provide a financial product information providing device, a financial product information providing method, and a financial product information providing program that can easily grasp market price information for specific securities in each market. [Brief explanation of the drawing]

[0021] [Figure 1] Figure 1 is a schematic diagram showing the configuration of a financial product management system 1 in one specific example. [Figure 2] This block diagram schematically shows the configuration of each user terminal 4a to 4n and the financial product management server 2. [Figure 3] This figure shows a registered stock management table 72 related to one specific example. [Figure 4]FIG. 1 is a diagram showing a display screen 8 of a website generated based on a registered issue management table 72. [Figure 5] FIG. 2 is a diagram showing a holding issue management table 73 according to one specific example. [Figure 6] FIG. 3 is a flowchart for explaining a process of providing market quotation information according to the first embodiment of the present invention. [Figure 7] FIG. 4 is a diagram showing a display screen 8 of a website generated based on a registered issue management table 72 in which the market has been switched. [Figure 8] FIG. 5 is a flowchart for explaining a process of providing market quotation information according to the second embodiment of the present invention. [Figure 9] FIG. 6 is a flowchart for explaining a process of providing market quotation information according to the third embodiment of the present invention. DETAILED DESCRIPTION OF THE INVENTION

[0022] [System Configuration] Hereinafter, embodiments of the present invention will be described with reference to the drawings. FIG. 1 is a configuration diagram schematically showing the configuration of a financial product management system 1 according to one specific example. The financial product management system 1 is configured to include a financial product management server 2, an exchange server 3, one or more user terminals 4a to 4n, and a network 5. The financial product management system 1 is a so-called client-server system. Specifically, n user terminals 4a to 4n serving as clients and the financial product management server 2 communicate with each other via the network 5.

[0023] The financial product management server 2 is, for example, a server owned by a securities company or the like that mediates the trading of financial products between the exchange server 3 and user terminals 4a to 4n. However, the financial product management server 2 may also be a server owned by an information vendor or the like that provides only market price information for financial products without mediating the trading of financial products. In the following embodiment, the case in which a securities company owns the financial product management server 2 will be described. The exchange server 3 is, for example, a server owned by each exchange such as the Tokyo Stock Exchange or the Osaka Exchange. Note that the financial product management system 1 may include multiple financial product management servers 2 or multiple exchange servers 3.

[0024] One or more user terminals 4a to 4n are, for example, client terminals such as personal computers, smartphones, and tablet devices owned by users such as individual investors and institutional investors. In the following embodiment, the case in which user terminals 4a to 4n are personal computers will be used as an example. Network 5 is implemented by, for example, the internet, a mobile phone network (e.g., base stations), or a network combining these. On the other hand, the financial product management server 2 is connected to the exchange server 3 by a dedicated line. The exchange server 3 is not connected to network 5.

[0025] The exchange server 3 is a computer server that performs all processing related to the trading of financial instruments. The exchange server 3 can process trading (buy and sell) orders for financial instruments sent from the financial instrument management server 2 and can also distribute information about financial instruments to the financial instrument management server 2. Here, financial instruments include, for example, securities such as stocks and bonds, investment trusts, commodity futures, etc. Information about financial instruments includes, for example, market information such as stock codes, market prices, quotes, various indices, and various statistics. In the following embodiment, the explanation will mainly focus on the case where the financial instrument is, for example, common stock.

[0026] [Configuration of user terminals 4a-4n and financial product management server 2] Figure 2 is a block diagram schematically showing the configuration of each user terminal 4a to 4n and the financial product management server 2. Each of the user terminals 4a to 4n includes a control unit 41, a display unit 42, an input unit 43, and a storage unit 44. The control unit 41 is, for example, a CPU (Central Processing Unit). The control unit 41 can execute various processes on the user terminals 4a to 4n by reading the program 45 stored in the storage unit 44 into a memory (not shown), such as ROM or RAM. The storage unit 44 is, for example, a semiconductor memory such as DRAM.

[0027] The display unit 42 includes, for example, a display or speaker. The display unit 42 can output image data and audio data. The input unit 43 includes a keyboard, mouse, touch panel, microphone, etc. The user can input various information to user terminals 4a to 4n via the input unit 43. The program 45 may be stored in various storage media (such as a USB memory stick or external hard disk drive) that are removable from the user terminals 4a to 4n. In this case, the control unit 41 reads the program 45 from the storage media into memory or the like.

[0028] On the other hand, the financial product management server 2 includes a control unit 6 and a storage unit 7. The control unit 6 is, for example, a CPU (Central Processing Unit). The storage unit 7 is, for example, a semiconductor memory such as DRAM. A program 71 is stored in the storage unit 7, and the control unit 6 executes various processes of the financial product management server 2 by reading the program 71 into a memory such as ROM or RAM (not shown). As described below, at least a part of the configuration of this financial product management server 2 constitutes a financial product information providing device according to one embodiment of the present invention.

[0029] The above configuration of user terminals 4a-4n and financial product management server 2 is an example, and other configurations may be included in each of the user terminals 4a-4n and financial product management server 2. For example, user terminals 4a-4n may further include a communication unit (not shown) that communicates with the financial product management server 2 etc. via the network 5. Similarly, financial product management server 2 may further include a communication unit (not shown) that communicates with user terminals 4a-4n etc. via the network 5. Furthermore, financial product management server 2 may also include a display unit, an input unit, etc., similar to user terminals 4a-4n.

[0030] The control unit 6 of the financial product management server 2 includes an information acquisition unit (acquisition unit) 61, a table generation unit (generation unit) 62, a switching unit 63, a session management unit 64, a transaction processing unit 65, and an output unit 66. These information acquisition unit 61, table generation unit 62, switching unit 63, session management unit 64, transaction processing unit 65, and output unit 66 are functions realized by the control unit 6 executing a program 71 stored in the storage unit 7. The control unit 6 may further include functions that perform processing other than the above configuration.

[0031] In the control unit 6, the information acquisition unit 61 acquires information about financial instruments, i.e., market price information, distributed from the exchange server 3 via a dedicated line. When the financial instrument is common stock, the market price information includes various information for each issue of common stock, including the market price in multiple different markets. Examples of multiple different markets include stock exchange markets such as the Tokyo Stock Exchange and the Osaka Exchange, and private trading system (PTS) markets. In addition to the market price, the market price information includes information such as the percentage change in the market price from the previous day, the bid price, the opening price, the closing price, the high price, the low price, the trading volume, and the trading value.

[0032] Currently, trading hours on the stock exchange market are from 9:00 AM to 11:30 AM for the morning session and from 12:30 PM to 3:30 PM for the afternoon session. On the other hand, trading hours on the PTS market vary depending on the operating company, but are typically from 5:00 PM to 6:00 AM the following day, or from 8:20 AM to 4:30 PM. Furthermore, the PTS market employs a customer order matching system, where the trading price is determined when the limit price of a user's order matches the limit price of an order placed by another user who is the counterparty to the transaction, and the trade is executed at that limit price.

[0033] The table generation unit 62 generates a registered security management table 72 for each user registered in the financial product management server 2, specifying the market for one or more specific securitys from among multiple securitys of financial products. The generated registered security management table 72 is stored in the storage unit 7 for each user. The table generation unit 62 also creates a holdings management table 73 for each registered user, specifying the market for each security held by that user. The created holdings management table 73 is stored in the storage unit 7 for each user. Details of the registered security management table 72 and the holdings management table 73 will be described later.

[0034] The switching unit 63 executes a process to switch the market for each security identified in the registered security management table 72 and the held security management table 73 from the first market to a second market that is different from the first market. Conversely, the switching unit 63 also executes a process to switch the market for each security identified in the registered security management table 72 and the held security management table 73 from the second market to the first market. Here, the markets (first market, second market) are the markets where each security of a financial product is traded (bought and sold). In the following embodiment, we will explain using the case where the first market is a stock exchange market such as the Tokyo Stock Exchange or the Osaka Exchange, and the second market is a private trading system (PTS) market as an example.

[0035] The session management unit 64 manages sessions. A session is a series of communications that begins, for example, when user terminals 4a to 4n connect to the financial product management server 2 and ends when user terminals 4a to 4n disconnect from the financial product management server 2. Specifically, the session management unit 64 detects when a user logs in to a service on a website provided by the financial product management server 2 via a web browser such as a browser application on user terminals 4a to 4n, and also detects when a user logs out of the service.

[0036] The transaction processing unit 65 can execute a buy / sell order for a financial product to the exchange server 3 when a user executes a buy / sell order for a financial product through a service provided by the financial product management server 2 on a web browser such as a browser application on user terminals 4a to 4n. The output unit 66 can output website screen information provided to user terminals 4a to 4n based on market price information obtained from the exchange server 3 by the information acquisition unit 61. This website generates screens based on the registered stock management table 72 and the held stock management table 73, which are managed for each user.

[0037] [User registration process] To use the services provided via the website by the financial product management server 2, for example, user registration with the financial product management server 2 is required. To register, the user first accesses the service's website via user terminals 4a to 4n. On this website, the user registers data for user authentication, for example. Once registration is complete, customer data such as an ID (e.g., customer number), password, name, address, and other personal information is stored for each user in the storage unit 7 of the financial product management server 2.

[0038] [Registered Stock Management Table] The process for generating the registered stock management table 72 is described below. The user logs in to the website of the service provided by the financial instrument management server 2 via user terminals 4a to 4n. Based on the user's actions on the website screen, the output unit 66 displays a list of market information acquired by the information acquisition unit 61. On this screen, the user selects the stocks they wish to register, for example by searching, and requests registration. Based on the user's request, the table generation unit 62 generates a registered stock management table 72 containing one or more stocks that the user wishes to register. The generated registered stock management table 72 is stored in the storage unit 7.

[0039] Figure 3 shows a registered security management table 72 for one specific example. In this example, the registered security management table 72 includes customer number, registration group number, registered security number, registered product category, registered security code, and registered market category. The registration group number is a number used, for example, when a user organizes securitys by group. The registered security number is a sequential number within that group. The registered product category indicates the type of financial product. The registered security code is a code assigned to the security in each market. The registered market category may be the market or preferred market in which the user registered, or the market or preferred market in which the user made a new trade (purchase).

[0040] In this example, stocks are registered under registration numbers 1-3, exchange-traded funds (ETFs) under registration number 4, stock indices under registration number 5, and foreign exchange (e.g., US dollar / yen) under registration number 6. Furthermore, the Tokyo Stock Exchange is registered under registration market categories 1-4, the Osaka Exchange under registration market category 5, and over-the-counter (OTC) trading under registration market category 6. As is well known, "OTC" refers to over-the-counter transactions where buying and selling take place directly between securities companies and users (investors) without going through a stock exchange.

[0041] Figure 4 shows the display screen 8 of the website generated based on the registered stock management table 72. This display screen 8 is generated by the output unit 66 and output to user terminals 4a to 4n. On user terminals 4a to 4n, the display screen 8 is displayed in a web browser. In this example, a stock price board 81 is shown that displays market information for each stock identified in the registered stock management table 72. Specifically, for each stock, market information including the registered market, market price (current price), ask price, bid price, opening price, high price, low price, trading volume, trading value, etc., is displayed.

[0042] As shown in Figure 4, this display screen 8 displays a stock price board 81, as well as a button 82, a checkbox 83, and a button 84. When button 82 is clicked, the stocks displayed on the stock price board 81 on the display screen 8 are switched between registered stocks and held stocks, as described later. In this display screen 8, as an example, a registered stock is selected by button 82, and the stock price board 81 containing the market information of the registered stock is displayed. When checkbox 83 is checked, the displayed market information is switched from the first market to the second market. In this example, the second market is the PTS market, so when checkbox 83 is checked, the stock price board 81 containing market information for the PTS market is displayed.

[0043] Furthermore, clicking button 84 switches the display of market information on screen 8 to either the stock price board 81, the quote board, the chart, or the heatmap. Since the quote board, chart, and heatmap are widely known, a detailed explanation will be omitted here. Note that, as shown in the select box 85 in the upper left of screen 8, the stocks included in group 1 of the registered stock management table 72 are displayed. If there are multiple groups, selecting another group in select box 85 will display market information for the stocks included in that other group.

[0044] Furthermore, on display screen 8, a button 86 is placed at the right end of each stock on the stock price board 81. By dragging this button 86, the position of the stocks can be changed by sliding them up and down, or the stock itself can be deleted. Also, a text box 87 is placed in the lower left of display screen 8. By entering the name or code of a stock in this text box 87, the stocks to be added to the stock price board 81 can be selected. When stocks are deleted or added in this way, the table generation unit 62 rewrites the registered stock management table 72 in the storage unit 7 of the financial product management server 2.

[0045] [Holding Management Table] Next, the process for generating the holding management table 73 will be explained below. A user logs in to the service provided by the financial instrument management server 2 via user terminals 4a to 4n. The user places a buy (or sell) order for a financial instrument through operations on the service's website screen. The transaction processing unit 65 of the financial instrument management server 2 places a buy order with the exchange server 3 based on the placed buy order, and when the buy order is executed, the financial instrument is acquired. Based on these buys or sales of financial instruments, the table generation unit 62 generates a holding management table 73 for each user and stores it in the storage unit 7.

[0046] Figure 5 shows a holding management table 73 for a specific example. This holding management table 73 includes, for example, customer number, holding code, account type, acquisition market type, quantity held, and acquisition price. The account type is, for example, the type of account created with a securities company for trading financial products. The trading market type is the market in which the financial product was actually traded (bought and sold). The quantity held is the quantity of financial products acquired by the user, and the acquisition price indicates the unit price of the financial product at the time of acquisition by the user. In addition, the holding management table 73 may also include other information for each stock.

[0047] [Provision of market information - First implementation] The following describes the case in which market price information is provided from the financial product management server 2 to user terminals 4a to 4n. Figure 6 is a flowchart illustrating the process of providing market price information according to the first embodiment of the present invention. A user accesses the website of the financial product management server 2 via, for example, user terminals 4a to 4n. On the website, the user requests the financial product management server 2 to display a list of market price information based, for example, on the registered stock management table 72 (step S1). The output unit 66 of the financial product management server 2 outputs a list of market price information acquired by the information acquisition unit 61 based on the stocks in the registered stock management table 72 as the display screen 8 in Figure 4 (step S2).

[0048] On user terminals 4a to 4n, the display screen 8 output from the output unit 66 is displayed on the web browser (step S3). In this example, the stock price board 81 of the market information for the markets (first market, stock exchange market) registered in the registered stock management table 72 is displayed. In this way, the user can check the market information for each registered stock. For example, if the user wants to switch the market for each stock, they check the checkbox 83 on the display screen 8. In this way, a request to switch markets is sent from user terminals 4a to 4n to the financial product management server 2 (step S4, YES). In this example, a request is made to switch from the stock exchange market to the PTS market (second market).

[0049] In the financial instrument management server 2, the switching unit 63 switches the registered market category of each security in the registered security management table 72 stored in the storage unit 7 to the PTS market all at once (step S5). In this example, the registered market category of each security in the registered security management table 72, from registered security number 1 to 4, is switched to PTS (PTS market). However, since there is only one market for securitys with registered security numbers 5 and 6, the market is not switched. Based on the registered security management table 72 whose market has been switched, the output unit 66 outputs a list of PTS market price information acquired by the information acquisition unit 61 as the display screen 8 in Figure 4 (step S6).

[0050] On user terminals 4a to 4n, the display screen 8 output from the output unit 66 is displayed on the web browser (step S7). Figure 7 shows the display screen 8 of the website generated based on the registered stock management table 72 with the switched market. As mentioned above, check box 83 is checked. Also, the market price information for each stock has been changed to the market price information for the PTS market. In this way, the user can check a list of market price information for each stock on the PTS market. Returning to Figure 6, if the user does not check check box 83 (step S4, NO), the user can check a list of market price information for the stock exchange market (first market) in which the stock was initially registered.

[0051] Furthermore, the market switching for each stock in the registered stock management table 72 is maintained even after the user ends the session. That is, even after the user ends communication with the financial product management server 2 via the web browser, the market in the registered stock management table 72 remains switched to the PTS market. Therefore, in order to switch the market in the registered stock management table 72 back from the PTS market to the stock exchange market, it is necessary to uncheck checkbox 83 on the display screen 8. Once checkbox 83 is unchecked, the switching unit 63 switches the market for each stock in the registered stock management table 72 from the second market to the first market all at once.

[0052] In the financial product management system 1 described above, the market for each security in the registered security management table 72 can be switched all at once by the user checking checkbox 83 at any time. Therefore, the user can switch and check the market information for security traded in multiple markets all at once, for example, to match the timing of a transaction (buy or sell), eliminating the need to constantly display market information for all markets and improving visibility. In this way, the user can easily grasp the market information for each specific security in each market. Furthermore, since there is no need to individually switch the market for each specific security on the display screen 8, the user experience on the website can be significantly improved.

[0053] [Provision of market information - Second implementation] Figure 8 is a flowchart illustrating the process of providing market price information according to the second embodiment of the present invention. This second embodiment differs from the first embodiment described above in that the market for each security in the registered security management table 72 is switched by automatic settings by the user. The following description will focus on the processes that differ from the first embodiment. In the financial instrument management system 1, as in the first embodiment, in response to requests from user terminals 4a to 4n, the market price information for the registered markets is displayed on the display screen 8 on the web browser of user terminals 4a to 4n (step S11).

[0054] For example, a user can pre-configure the automatic bulk switching of the market for each stock in the registered stock management table 72 via a settings screen (not shown) on a web browser. This bulk automatic switching can be configured to run according to time of day, for example. For example, the bulk automatic switching may be configured to run during the hours when trading (buying and selling) is possible on the PTS market. Specifically, the market for each stock in the registered stock management table 72 may be set to the stock exchange market during the hours when trading (buying and selling) is possible on the stock exchange market (9:00 to 15:30), and to the PTS market during other hours when trading (buying and selling) is possible on the PTS market (for example, from 15:30 to 6:00 the next day, and from 8:20 to 9:00). The bulk automatic switching can also be turned on or off using the aforementioned checkbox 83.

[0055] Returning to Figure 8, in the financial instrument management server 2, the switching unit 63 monitors whether the automatic bulk switching setting for each security in the registered security management table 72 is on or off (step S12). If this automatic bulk switching is set to on (step S12, YES), the switching unit 63 monitors whether the current time falls within the time period set for switching markets (step S13). If the current time falls within the time period for switching markets (step S13, YES), the registered market category for each security in the registered security management table 72 stored in the storage unit 7 is switched to the PTS market in a batch (step S14).

[0056] The output unit 66 outputs a list of PTS market price information acquired by the information acquisition unit 61, based on the registered stock management table 72 for which the market has been switched, to user terminals 4a to 4n (step S15). User terminals 4a to 4n display the display screen 8 output from the output unit 66 on their web browsers (step S16). On the other hand, if automatic batch switching is not set to on (set to off) (step S12, NO), user terminals 4a to 4n continue to display the market price information of the stock exchange market before the switch (step S11). Also, if the current time is not within the market switching time period (step S13, NO), the process in step S13 is repeated.

[0057] In the financial product management system 1 described above, users can set the on / off status for the automatic switching of markets for each security in the registered security management table 72, eliminating the need for users to manually change settings each time they switch markets. This significantly improves user usability on the website. Furthermore, users can view market price information for securities traded (bought and sold) in multiple markets in a single list, showing the optimal market information for each time period, thus improving the visibility of market price information across multiple markets. In this way, similar to the first embodiment, users can easily grasp market price information for each specific security.

[0058] [Provision of market information - Third implementation] Figure 9 is a flowchart illustrating the process of providing market information according to the third embodiment of the present invention. This third embodiment differs from the first embodiment described above in that the switching of markets for each security is maintained only from the time the user logs in to the service provided by the financial instrument management server 2 until they log out. The following description will focus on the processes that differ from the first embodiment. In the financial instrument management system 1, as in the first embodiment, in response to requests from user terminals 4a to 4n, the market information for the registered markets is displayed on the display screen 8 on the web browser of user terminals 4a to 4n (step S21).

[0059] For example, if a user wants to switch the market for each stock, they check checkbox 83 on display screen 8. In this way, a request to switch markets is sent from user terminals 4a to 4n to the financial product management server 2 (step S22, YES). In this example, a request is made to switch from the stock exchange market to the PTS market. On the financial product management server 2, the session management unit 64 confirms that the user's session is being maintained (step S23). Specifically, the session management unit 64 confirms that the user is logged in to the services provided by the financial product management server 2 via user terminals 4a to 4n.

[0060] After confirming that the session is maintained, the output unit 66 outputs a list of PTS market price information acquired by the information acquisition unit 61 based on the registered stock management table 72 as display screen 8 (step S24). However, at this time, the switching unit 63 does not switch the registered market category for each stock in the registered stock management table 72 stored in the storage unit 7. Subsequently, the session management unit 64 in the financial instrument management server 2 monitors whether the user's session has been disconnected (step S26). If the user's session is disconnected (step S26, YES), the provision of the market price information list after the market switch by the output unit 66 is discarded (step S27).

[0061] Thus, in the third embodiment, the output unit 66's provision of a list of market price information after the market switch is discarded. On the other hand, the switching unit 63 does not switch the registered market category for each stock in the registered stock management table 72. As a result, when the user logs in to the service next time, a list of market price information for the market before the switch, registered in the registered stock management table 72, is output to the user terminals 4a to 4n. With this configuration, since the list of market price information for the switched market is output only while the user's session is established, the user can temporarily grasp the market price information for the market after the switch.

[0062] The third embodiment described above describes the case where user terminals 4a to 4n are personal computers. However, the definition of a session differs when user terminals 4a to 4n are mobile devices such as smartphones. With smartphones, it is assumed that the service is used not through a web browser, but through an application installed on the smartphone. In this case, the session may be established by launching (starting) the application instead of logging into the service, and terminated by killing (terminating) the application task instead of logging out of the service.

[0063] [Provision of market information - A modified example of the third embodiment] In the third embodiment described above, the case in which market price information for each stock in the registered stock management table 72 is provided was explained. However, market price information may be provided for each stock in the held stock management table 73 instead of the registered stock management table 72. Specifically, when a request to switch markets is received from user terminals 4a to 4n, the output unit 66 may output a list of market price information for a second market different from the first market, acquired by the information acquisition unit 61 based on the held stock management table 73, as a display screen 8.

[0064] In this case, the first market registered in the holding management table 73 is the market in which the user made a new trade (buy or sell), and the second market after the switch is a market in which the user did not make a new trade (buy or sell). In addition, the display screen 8 output by the output unit 66 may display information on held assets in addition to market prices, etc. This information on held assets includes information such as the appraised value and unrealized gains or losses of the held assets. That is, it is preferable that the market information for the market after the switch displays information such as the market price, appraised value, and unrealized gains or losses in the market after the switch. In this way, the user can be provided with a list of useful information to help them decide on their subsequent trading strategy.

[0065] [Other variations] In the first embodiment described above, the display screen 8 shows a list of market information for each stock registered in the registered stock management table 72. However, instead, a list of market information for each held stock registered in the held stock management table 73 may be displayed. In this case, similar to the modification in the third embodiment, held asset information such as the appraised value and unrealized gains / losses of held assets may be displayed in addition to the stock price board 81. Furthermore, the checkbox 83 for switching the market on or off may be replaced with, for example, a button or a toggle button. Moreover, on the display screen 8, the market information for each stock can be switched individually for each stock. [Explanation of symbols]

[0066] 1 Financial Instrument Management System, 2 Financial Instrument Management Server (Financial Instrument Information Provision Device), 3 Exchange Server, 4a~4n User Terminals, 41 Control Unit, 42 Display Unit, 43 Input Unit, 44 Storage Unit, 45 Program, 5 Network, 6 Control Unit, 61 Information Acquisition Unit (Acquisition Unit), 62 Table Generation Unit, 63 Switching Unit, 64 Session Management Unit, 65 Transaction Processing Unit, 66 Output Unit, 7 Storage Unit, 71 Program, 72 Registered Stock Management Table, 73 Held Stock Management Table, 8 Display Screen, 81 Button, 82 Button, 83 Checkbox, 84 Button, 85 Select Box, 86 Button, 87 Text Box

Claims

1. A generation unit generates a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys. A switching unit that collectively switches the market of the stock identified in the registered stock management table from the first market to a second market different from the first market, A financial product information providing device comprising: an output unit that outputs market price information in the second market, which has been switched by the switching unit, for the stock identified in the registered stock management table.

2. The financial product information providing device according to claim 1, wherein the bulk switching of the market by the switching unit is performed based on a switching instruction from the user.

3. The financial product information providing device according to claim 1 or 2, wherein the bulk switching of the market by the switching unit is performed at a predetermined time.

4. The financial product information providing device according to claim 1 or 2, wherein the bulk switching of the market by the switching unit is maintained for a predetermined time.

5. A generation unit generates a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys. A financial product information providing device comprising: an output unit that outputs market information obtained by switching the market of the stock identified in the registered stock management table from a first market to a second market different from the first market during a user session.

6. The financial product information providing device according to claim 5, wherein the bulk switching of the aforementioned market is performed based on a switching instruction from the user.

7. The financial product information provider according to claim 5 or 6, wherein the session is the period from when the user connects to the financial product information provider to when they disconnect from the financial product information provider.

8. The financial product information provider according to claim 7, wherein the bulk switching of the aforementioned market is discarded when the user disconnects from the financial product information provider.

9. The generation unit further generates a holdings management table that identifies the market for each of the stocks held by the user, The financial product information providing device according to claim 1 or 5, wherein the output unit outputs market information obtained by switching the market of the stock identified in the holding stock management table from the first market to the second market all at once during the user's session.

10. The financial product information providing device according to claim 1 or 5, wherein the first market is a stock exchange and the second market is a private trading system market.

11. A computer that provides information on financial products, The steps include generating a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys, A step of switching the market of the stock identified in the registered stock management table from the first market to a second market different from the first market, A method for providing financial product information, comprising the steps of: outputting market price information in the second market, which has been switched by the switching unit, for the stock identified in the registered stock management table.

12. A computer that provides information on financial products, The steps include generating a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys, A method for providing financial product information, comprising the steps of: outputting market information obtained by switching the market of the stock identified in the registered stock management table from a first market to a second market different from the first market during a user session; and

13. A computer that provides information on financial products, A generation unit generates a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys. A switching unit that collectively switches the market of the stock identified in the registered stock management table from the first market to a second market different from the first market, A financial product information provision program that functions as an output unit that outputs market price information in the second market, which has been switched by the switching unit, for the stock identified in the registered stock management table.

14. A computer that provides information on financial products, A generation unit generates a registered security management table that identifies the market for each of several securitys of financial products that are traded in different markets, for each of one or more specific securitys. A financial product information provision program that functions as an output unit that outputs market information obtained by switching the market of the stock identified in the registered stock management table from a first market to a second market different from the first market, during a user session.

Citation Information

Patent Citations

  • Stock price list display system

    JP2006236186A