Chart system
The chart system addresses the limitations of existing financial chart systems by integrating advanced visual aids and automatic order execution, enhancing decision-making and simplifying trading instructions across multiple time scales.
Patent Information
- Application Number
- JP2024196369
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-11-10
- Publication Date
- 2025-01-24
- Estimated Expiration
- 2040-12-28
AI Technical Summary
Existing chart systems for financial products lack the ability to visually and instantly support investors' buying and selling decisions, particularly in handling price range limits, circuit breakers, and efficiently switching between charts of different time scales, and require manual calculation of buying and selling instructions.
A chart system that displays price fluctuations with auxiliary information such as quote, gap, average gap, and divergence rates, automatically generates buying orders based on user input, and supports chart-in-chart display for multiple time scales, while integrating order execution functions.
Enhances visual support for investors' decisions by providing instant and automatic order execution, simplifying the calculation of buying and selling instructions, and facilitating comparison across different time scale charts.
Smart Images

Figure 2025013636000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to a chart system for displaying prices of financial instruments, such as stock prices. [Background technology]
[0002] Chart systems are used for buying and selling financial products such as securities. Chart systems display time-series changes in the prices (opening price, closing price (current price), lowest price, highest price) of the target financial product in a chart (diagram), and help investors make decisions about buying and selling financial products. An example of a financial product is a security (stock) traded on a stock exchange such as the Tokyo Stock Exchange, in which case the chart system displays time-series changes in the stock price. Charts displayed by chart systems include candlestick charts, which represent the four values (opening price, closing price (current price), highest price, lowest price) with the body and wicks of a candle, and line charts, which represent the four values with a vertical bar and left and right protrusions.
[0003] In addition to the four-digit values, the chart system can also display technical indicators calculated from past four-digit values, including moving averages, Bollinger bands, RSI (Relative Strength Index), and Stochastics.
[0004] Furthermore, the chart system may have a function of issuing buy / sell instructions for financial products in addition to displaying the four price indexes and technical indicators. The chart system is connected to a server of a financial institution that mediates the buying and selling of financial products via an Internet line, and can transmit buy / sell instruction messages to the server. For example, the chart system accepts buy / sell instructions from a user on a chart and transmits messages to the server to buy / sell the financial product corresponding to the displayed chart.
[0005] In this way, the chart system can visually and instantly convey the four price levels and technical indicators of financial products to investors, supporting their buying and selling decisions and supporting the instantaneous execution of buying and selling of financial products based on their buying and selling decisions. An example of a chart system is described in Patent Document 1. [Patent Document 1] Patent Publication No. 2015-156188 Summary of the Invention [Problem to be solved by the invention]
[0006] Chart systems are useful because they can instantly provide visual information on four price levels and technical indicators that are useful for making buying and selling decisions on financial products, and can instantly issue buying and selling instructions for financial products, but there is still room for improvement. For example, there are systems called price limits and circuit breakers that temporarily or for the day restrict trading when prices fluctuate significantly beyond a certain price range, but the price range information related to such trading restrictions is not reflected on the chart. In addition, there are multiple charts corresponding to different time scales, such as daily charts that show daily price changes, weekly charts that show weekly price changes, 30-minute charts that show price changes every 30 minutes, and 5-minute charts that show price changes every 5 minutes, but when you want to compare these charts, you need to switch the display and display the chart again. Furthermore, when issuing buying and selling instructions for financial products, you need to specify the price you want to buy and sell (limit order or market order) and the lot you want to buy and sell (for example, the number of shares for stocks), but you need to calculate the price and lot you want to specify based on your own budget, making it difficult to issue buying and selling instructions quickly.
[0007] An object of the present invention is to provide a chart system that can more visually and instantly support investors in making trading decisions and executing trades. [Means for solving the problem]
[0008] A chart system according to one aspect of the present invention is a chart system for visually displaying price fluctuations over time of a selected financial product, which draws a chart using a plurality of candlesticks in a first time unit for the financial product, and draws auxiliary information related to any one of the plurality of candlesticks in the first time unit on the chart in association with the candlestick. The auxiliary information includes quote information indicating a quote price of the financial product before the opening of the market on that day, and the chart system may draw the quote information in association with a candlestick indicating the closing price of the previous day among the plurality of candlesticks in the first time unit. The auxiliary information may include first gap information indicating the difference between the previous day's closing price and the current day's quoted price before the current day's opening of the financial product, and may include second gap information indicating the difference between the previous day's closing price and the current day's opening price after the current day's opening of the financial product, and the chart system may draw the first gap information in association with a candlestick indicating the previous day's closing price among the multiple candlesticks of the first hour unit before the current day's opening of the financial product, and draw the second gap information in association with a candlestick of the current day among the multiple candlesticks of the first hour unit after the current day's opening of the financial product. The auxiliary information may include average gap information indicating an average gap value that is an average value of gaps indicating the difference between the previous day's closing price and the next day's opening price in a predetermined period, and the chart system may draw the average gap information in association with a candlestick indicating the previous day's closing price among the multiple candlesticks of the first hour unit before the current day's opening of the financial product, and draw the average gap information in association with a candlestick of the current day among the multiple candlesticks of the first hour unit after the current day's opening of the financial product. The auxiliary information includes an average gap value, which is the average value of each gap indicating the difference between the previous day's closing price and the next day's opening price in a specified period, and deviation rate information indicating the deviation rate between the gap indicated by the difference between the previous day's closing price and the current day's bid price before the current day's opening of the financial product, and the chart system may draw the deviation rate information in association with a candlestick indicating the previous day's closing price among multiple candlesticks of the first time unit before the current day's opening of the financial product.The auxiliary information may include an average gap value, which is an average value of each gap indicating the difference between the closing price of the previous day and the opening price of the next day in a predetermined period, and deviation rate information indicating the deviation rate between the gap indicated by the difference between the closing price of the previous day and the opening price of the current day after the opening of the financial product on that day, and the chart system may draw the deviation rate information in association with the current day candlestick among the multiple candlesticks of the first time unit after the opening of the financial product on that day. As the deviation rate information, it may be preferable to draw quote price information indicating the current day quote price in a different display mode depending on the deviation rate. The auxiliary information may include price range information indicating the current day's limit price range determined according to the closing price of the previous day of the financial product, and the chart system may draw the price range information in association with the candlestick indicating the closing price of the previous day among the multiple candlesticks of the first time unit before the opening of the financial product on that day, and draw the price range information in association with the current day candlestick among the multiple candlesticks of the first time unit after the opening of the financial product on that day. The auxiliary information may be PTS price information indicating a PTS price of the financial product. The chart system may receive a user selection operation for selecting an arbitrary candlestick from among a plurality of candlesticks in the first time unit, the auxiliary information may include a plurality of candlesticks in a second time unit shorter than the first time unit that correspond to the candlestick in the first time unit selected by the user selection operation, and the chart system may draw the auxiliary information in association with the candlestick selected in response to the user selection operation.
[0009] Another aspect of the present invention provides a chart system for visually displaying the price fluctuation over time of a selected financial product, the chart system drawing a chart using multiple candlesticks in a first time unit for the financial product, accepting a user instruction on the chart to place a buy order for the financial product, the user instruction including a desired purchase price for the financial product, and automatically generating a market buy order for the financial product based on the desired purchase price and a price limit for the day for the financial product in response to the user instruction. Alternatively, a chart system for visually displaying the price fluctuation over time of a selected financial product, the chart system drawing a chart using multiple candlesticks in a first time unit for the financial product, accepting a user instruction on the chart to place a buy order for the financial product, the user instruction including a limit price and a desired purchase price for the financial product, and automatically generating a limit buy order for the financial product based on the limit price and the desired purchase price in response to the user instruction. Alternatively, a chart system that visually displays price fluctuations over time for a selected financial product, which draws a chart for the financial product using multiple candlesticks in a first time unit, and accepts user instructions to place a buy order for the financial product on the chart, the user instructions including an instruction indicating a deviation from an upper limit of the price range limit for the day for the financial product, and in response to the user instructions, automatically determines a limit price based on the deviation and generates a limit order to purchase the financial product. Effect of the Invention
[0010] The present invention provides a chart system that can support investors' buying and selling decisions more visually and instantly. [Brief description of the drawings]
[0011] [Figure 1] FIG. 1 illustrates an example of a system including a chart system 100 according to an embodiment of the present invention. [Diagram 2] FIG. 2 shows an example of a GUI in which the chart system 100 according to the embodiment of the present invention includes a drawing chart. [Diagram 3] FIG. 3 shows an example in which market indication information and gap information are displayed on a daily chart in the chart system 100 according to the embodiment of the present invention. [Figure 4] FIG. 4 shows an example in which market indication information and gap information are displayed on a weekly chart in the chart system 100 according to the embodiment of the present invention. [Diagram 5] FIG. 5 shows a display transition after the opening of a daily chart in the chart system 100 according to the embodiment of the present invention. [Figure 6] FIG. 6 shows a display transition after the opening of a weekly chart in the chart system 100 according to the embodiment of the present invention. [Figure 7] FIG. 7 shows an example in which average gap information is displayed on a daily chart before the opening in the chart system 100 according to the embodiment of the present invention. [Figure 8] FIG. 8 shows an example of plotting average gap information together with quote information in the chart system 100 according to the embodiment of the present invention. [Figure 9] FIG. 9 shows an example in which average gap information is displayed on a daily chart after the opening in the chart system 100 according to the embodiment of the present invention. [Figure 10] FIG. 10 shows an example of drawing average gap information superimposed on the drawing of the candlestick of the day in the chart system 100 according to the embodiment of the present invention. [Figure 11] FIG. 11 shows an example of setting information for setting different colors according to a plurality of deviation rates in the chart system 100 according to the embodiment of the present invention. [Figure 12] FIG. 12 shows an example of displaying deviation rate information as numerical values in the chart system 100 according to the embodiment of the present invention. [Figure 13] FIG. 13 shows an example of displaying deviation rate information as numerical values in the chart system 100 according to the embodiment of the present invention. [Figure 14] FIG. 14 shows an example of price range information held in the chart system 100 according to the embodiment of the present invention. [Figure 15] FIG. 15 shows an example in which trading restriction information is displayed on a daily chart in the chart system 100 according to an embodiment of the present invention. [Figure 16] FIG. 16 shows an example in which trading restriction information is displayed on a daily chart after the opening in the chart system 100 according to an embodiment of the present invention. [Figure 17] FIG. 17 shows an example in which trading restriction information is displayed on a weekly chart in the chart system 100 according to an embodiment of the present invention. [Figure 18] FIG. 18 shows an example in which quote information, gap information, and trading limit information are superimposed and displayed on a daily chart in the chart system 100 according to an embodiment of the present invention. [Figure 19] FIG. 19 shows a weekly chart with a chart-in-chart display function in the chart system 100 according to an embodiment of the present invention. [Figure 20] FIG. 20 shows an example of drawing a corresponding daily chart superimposed on a weekly candlestick by the chart-in-chart display function in the chart system 100 according to the embodiment of the present invention. [Figure 21] FIG. 21 shows an example of drawing a corresponding daily chart within a weekly candlestick using the chart-in-chart display function in the chart system 100 according to the embodiment of the present invention. [Figure 22] FIG. 22 shows an example of drawing a daily chart corresponding to the vicinity of a weekly candlestick using the chart-in-chart display function in the chart system 100 according to an embodiment of the present invention. [Figure 23] FIG. 23 shows an example of displaying a buy order UI in the chart system 100 according to an embodiment of the present invention. [Figure 24] FIG. 24 shows an example of displaying a limit order UI in the chart system 100 according to an embodiment of the present invention. [Diagram 25] FIG. 25 shows an example of a market order UI displayed in the chart system 100 according to an embodiment of the present invention. [Figure 26]FIG. 26 shows an example of displaying a limit order UI in the chart system 100 according to an embodiment of the present invention. [Figure 27] FIG. 27 shows an example of a comparison between trading hours at the exchange 30 and trading hours at the PTS. [Figure 28] FIG. 28 shows an example in which PTS information is displayed as candlesticks on a daily chart before the opening in the chart system 100 according to an embodiment of the present invention. [Figure 29] FIG. 29 shows an example in which PTS information is displayed as a bar on a daily chart before the opening in the chart system 100 according to an embodiment of the present invention. [Diagram 30] FIG. 30 shows an example in which PTS information is displayed as candlesticks on a daily chart after the opening in the chart system 100 according to an embodiment of the present invention. [Diagram 31] FIG. 31 shows an example in which PTS information is displayed as bars on a daily chart after the opening in the chart system 100 according to an embodiment of the present invention. [Diagram 32] FIG. 32 shows an example in which, before the opening of a market, quote information, gap information, average gap information, deviation rate information, trading limit information, and PTS price information are all simultaneously displayed in the chart system 100 according to an embodiment of the present invention. [Diagram 33] FIG. 33 shows an example in which, in the chart system 100 according to an embodiment of the present invention, quote information, gap information, average gap information, deviation rate information, trading limit information, and PTS price information are all simultaneously displayed during the intraday session after the opening of a market. [Diagram 34] FIG. 34 is a block diagram showing the configuration of a computer that realizes the chart system in the chart system 100 according to the embodiment of the present invention. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0012] Hereinafter, an embodiment of the present invention will be described with reference to the drawings. FIG. 1 is a diagram of a system including a chart system 100 according to the embodiment. The chart system 100 is stored in a computer 10. The computer 10 may be any computer capable of executing an application program (app) on a processor, such as a smartphone, a tablet, or a personal computer (PC). The chart system 100 is stored in a storage means in the computer 10. For example, the chart system 100 is installed in the storage means and executed on an operating system (OS). The chart system 100 mainly has a function of displaying, in a chart (diagram), the time-series changes in the prices (opening price, closing price (current price), low price, high price) of financial products such as stocks, stock index futures, and commodity futures, and a function of placing orders to buy and sell financial products whose prices are displayed in a chart. As shown in FIG. 1, the computer 10 is connected to a trading server 20. The trading server 20 is a server operated by a financial institution such as a securities company that trades financial products. The trading server 20 is connected to a wide area network such as the Internet, and the computer 10 and the trading server 20 are connected via the wide area network. The chart system 100 is configured to be able to communicate with a trading server 20. As shown in Fig. 1, the trading server 20 is connected to an exchange 30. The exchange 30 is an exchange that determines the prices of financial products and executes trading, such as the Tokyo Stock Exchange and the Tokyo Commodity Exchange. The trading server 20 is connected to a computer of the exchange 30 via a wide area network such as the Internet.
[0013] The trading server 20 obtains the current price of the financial product from the computer of the exchange 30 and transmits it to the chart system 100. The trading server 20 also transmits past prices of the financial product to the chart system 100. The chart system 100 draws a chart showing price fluctuations of the financial product based on the received current and past prices. Meanwhile, the chart system 100 accepts instructions from users to buy or sell financial products from the chart, generates a buy or sell instruction message indicating the accepted buy or sell instruction, and transmits it to the trading server 20. The trading server 20 transmits buy or sell instructions corresponding to the buy or sell instruction message to the computer of the exchange 30, and has the computer of the exchange 30 execute the buy or sell.
[0014] The computer 10 has a display means such as a liquid crystal display or is coupled to a display means. The computer 10 has an input means such as a mouse or a keyboard or is coupled to an input means. The display means and the input means may be integrated into a touch panel. The chart system 100 draws and displays a chart on the display means. The chart system 100 accepts buy and sell instructions from a user using the input means.
[0015] The exchange 30 may be a public exchange such as the Tokyo Stock Exchange or the Tokyo Commodity Exchange, or may be a private exchange operated by a securities company such as Goldman Sachs Securities. The financial products traded on the exchange 30 include stocks, stock index futures, commodity futures, options, warrants, and the like.
[0016] FIG. 2 shows an example of a GUI (Graphical User Interface) including a chart that is drawn and provided by the chart system 100. In this embodiment, as an example, a GUI provided by the chart system 100 that displays stock prices (share prices) as financial products and gives instructions for buying and selling stocks will be described. The GUI includes a chart display 101 that displays a chart. The GUI includes a stock input 102. The stock input 102 is a GUI element that accepts user input for inputting stock names for which a stock price chart is to be displayed in the chart display 101. The user input includes input of stock names, stock codes (securities codes), ticker codes, etc. The stock input 102 includes icons, and the input stocks are displayed. In the example of FIG. 2, a stock with a stock code 2671 is input and displayed.
[0017] The GUI includes a bar selection 103. The bar selection 103 is a GUI element that accepts a user selection to select which chart to draw from among a plurality of charts generated in different time units in the stock price chart drawn on the chart display 101. Examples include a monthly bar with a bar on a monthly basis, a weekly bar with a bar on a weekly basis, a daily bar with a bar on a daily basis, and a minute bar with a bar on a predetermined minute basis such as 1 minute or 5 minutes. As shown in FIG. 2, the bar selection 103 includes a plurality of icons corresponding to a monthly bar, a weekly bar, a daily bar, a minute bar, etc., and accepts a user selection by selecting an icon, and the display mode (color, etc.) of the icon corresponding to the selected bar changes. In the example of FIG. 2, a daily chart is selected. On the chart display 101, bullish candlesticks and bearish candlesticks are drawn with distinction, and as an example, the main body of a bullish candlestick is drawn in white, and the main body of a bearish candlestick is drawn in black. In addition, on the chart display 101, ruled lines 104 are displayed according to the stock price, and the corresponding price is displayed at the end of each ruled line (in the example of FIG. 2, eight ruled lines 104 and corresponding prices from 350 yen to 650 yen in increments of 50 yen are displayed). Each candlestick is displayed at a predetermined space from the others.
[0018] The chart display 101 is a chart of the stock input in the stock input 102, and draws and displays a chart of the time unit interval selected in the interval selection 103. The chart display 101 draws the four stock price values (open price, low price, high price, closing price (current price)) as candlesticks based on the past stock price, current stock price, and quote price received from the trading server. In the example of FIG. 2, a daily chart of the stock price of the stock code 2671 is drawn. The chart system 100 draws candlesticks showing the past stock price trends on the chart display 101 based on stock price information received from the trading server 20 in the past, regardless of whether it is during or outside trading hours. During trading hours, the chart system 100 updates the drawing of the candlesticks for the day on the chart display 101 as needed, based on the current stock price received from the trading server 20 at a predetermined time interval. Outside trading hours, from a specified time (e.g., 15 minutes) before the start of trading until the opening, the chart system 100 draws the quote price information and gap information (described later) on the chart display 101 based on the quote prices received from the trading server 20.
[0019] (1. Quote information and gap information) The following describes the quote price information and gap information displayed on the chart display 101 during the period from a predetermined time before the start of trading to the market opening outside of trading hours. FIG. 3 shows an example in which quote price information and gap information are displayed on a daily chart. Since it is before the start of trading, the chart display 101 displays candlesticks of past stock prices up to yesterday (16 candlesticks in the example of FIG. 3). Here, the chart system 100 draws quote price information 111 based on quote price information received from the trading server 200 at any time. The quote price information 111 is displayed at a position corresponding to the quote price at the position where the candlestick of the day is displayed after trading starts (i.e., a position spaced a predetermined distance from the most recent candlestick 110). The quote price information 111 is a symbol on a line drawn at a position corresponding to the quote price, and is updated according to changes in the received quote price. In addition, the chart system 100 draws the quote information 111 in different display modes (e.g., different colors, different hues, different contrasts, etc.) depending on whether the quote is a higher price or a lower price compared to the closing price indicated by the most recent candlestick 110. For example, the quote information 111 is drawn in a first color when the quote is higher than the closing price indicated by the most recent candlestick, and drawn in a second color when the quote is lower than the closing price indicated by the most recent candlestick. When the quote and the closing price indicated by the most recent candlestick are the same, the first color, the second color, or a different third color is displayed. This helps to visually and instantly grasp whether the stock is likely to open higher than the closing price of the previous day (gap up) or lower than the closing price of the previous day (gap down).
[0020] Furthermore, in order to help a user visually and instantly grasp whether the stock is likely to gap up or down from the closing price of the previous day, the chart system 100 displays gap information 112 on the chart display 101. The chart system 100 draws gap information 112 indicating the difference between the closing price indicated by the most recent candlestick 110 and the quote price indicated by the quote price information 111 based on the two values. As an example, the gap information 112 is a rectangular symbol drawn at least between the closing price of the candlestick 110 and the quote price information 111 in a form that fills the difference between the two values. The chart system 100 draws the gap information 112 in different display modes (e.g., different colors, different hues, different contrasts, etc.) depending on whether the quote price is a higher price or a lower price compared to the closing price indicated by the most recent candlestick 110. For example, the gap information 112 is drawn in a first color when the quote is higher than the closing price indicated by the most recent candlestick, and drawn in a second color when the quote is lower than the closing price indicated by the most recent candlestick. When the quote and the closing price indicated by the most recent candlestick are the same, the gap information 112 is displayed in the first color, the second color, or a different third color. This helps to visually and instantly grasp whether the stock is likely to open higher than the closing price of the previous day (gap up) or lower than the closing price of the previous day (gap down). Also, when the quote and the closing price indicated by the most recent candlestick are the same, there is no gap, so the chart system 100 does not need to draw the gap information 112.
[0021] Even in the case of a weekly chart, if it is before the trading start time of the first trading day in a week, the candlestick of the current week has not yet been drawn, so in the same way as in the case of a daily chart, the quote price information 111 and the gap information 112 may be drawn at a position where the candlestick of the current week is drawn at a predetermined interval from the most recent candlestick by comparing the closing price and quote price indicated by the most recent candlestick (the candlestick of the previous week). On the other hand, if it is before the trading start time on or after the first trading day in a week, the candlestick of the current week has already been drawn, so the display mode is different from that of a daily chart. FIG. 4 shows an example in which quote price information and gap information are displayed on a weekly chart. The example of FIG. 4 is an example in which quote price information and gap information are displayed before the trading start time of the third day in a week. The chart system 100 draws the bid price information 111 and the gap information 112 at the display position of the candlestick 113 based on a comparison between the closing price and the quote price indicated by the candlestick 113 of the current week. The bid price information 111 and the gap information 112 are displayed in a form superimposed on the candlestick 113. In the case of monthly cheat, if it is before the start of trading on the first trading day of the month, the candlestick of the current month has not yet been drawn, so it is preferable to display the bid price information 111 and the gap information 112 at the position where the candlestick of the current month, which is a predetermined interval from the most recent candlestick, is drawn by comparing the closing price and the quote price indicated by the most recent candlestick (the candlestick of the previous month) in the same way as in the case of daily cheat. On the other hand, if it is before the start of trading on or after the first trading day of the month, the candlestick of the current month has already been drawn, so the bid price information 111 and the gap information 112 are drawn at the display position of the candlestick of the current month.
[0022] The chart system 100 draws a candlestick including the opening price of the day after the trading start time and when the stock opens. That is, a seamless transition is made from drawing the quote information to drawing the candlestick including the opening price of the day. Accordingly, when the drawing of the candlestick starts at the opening, the chart system 100 continues to display the gap information in a form that represents the price difference between the previous day's closing price and the opening price of the day. That is, a seamless transition is made from drawing the gap information indicating the price difference between the previous day's closing price and the quote price of the day to drawing the gap information indicating the price difference between the previous day's closing price and the opening price of the day. Before the opening, the drawing of the gap information changes according to the occasional change in the quote price, but after the opening, the opening price is fixed and the drawing of the gap information does not change until the closing of the trading. FIG. 5 shows the display transition after the opening in the daily chart shown in FIG. 3. As shown in Fig. 5, after the opening of the daily chart, the chart system 100 continues drawing gap information 112 in a form that represents the price difference between the previous day's closing price and the current day's opening price while drawing the candlestick 114 for that day according to the current stock price received from the trading server 20 at any time. Even if the gap is filled due to a change in the current price, the gap information 112 is displayed so as not to be completely hidden by the candlestick 114, as shown in Fig. 5. For example, it is preferable that the gap information 112 is drawn wider than the body of the candlestick 114, as shown in Fig. 5.
[0023] In the case of a weekly chart, the drawing of the candlestick after the opening of the first trading day in the week is the same as that of the daily chart, and the chart system 100 starts drawing the candlestick of the current week anew and continues drawing the gap information 112 in a form that indicates the price difference between the closing price of the previous week and the opening price of the current week (= the opening price of the current day). Meanwhile, since the candlestick of the current week has already been drawn, the chart system 100 updates the drawing of the candlestick of the current week that has already been displayed based on the current stock price received from the trading server 20 at any time after the opening of the first trading day in the week. Accordingly, when the drawing update of the candlestick starts at the opening, the chart system 100 continues to display the gap information in a form that indicates the price difference between the closing price of the previous day and the opening price of the current day at the display position of the candlestick of the current week. FIG. 6 shows the display transition after the opening of the weekly chart shown in FIG. 4. As shown in Fig. 6, after the opening of the weekly chart after the first trading day in the week, the chart system 100 updates the drawing of the candlestick 113 of the week according to the current stock price received from the trading server at any time, and continues drawing the gap information 112 in a form that represents the price difference between the closing price of the previous day and the opening price of the day. As shown in Fig. 6, the candlestick 113 and the gap information 112 are displayed so that the gap information 112 does not obstruct the display of the stock price fluctuation of the candlestick 113, and so that the display of the stock price fluctuation of the candlestick 113 does not obstruct the display of the gap information 112. For example, as shown in Fig. 6, the candlestick 113 and the gap information 112 are drawn overlapping each other, and the gap information 112 is drawn narrower than the main body of the candlestick 113.
[0024] (2. Information on deviation rate from past average gap) The quote information 111 and the gap information 112 allow the user to grasp the gap up or gap down from the previous day's closing price, but it is also useful to know how much the gap up or gap down is compared to the average gap up or gap down in the past. In other words, when a large gap up or gap down suddenly occurs for a stock with a small average daily gap up or gap down, it is useful for investment decisions to be able to instantly visually grasp this. Therefore, the chart system 100 derives an average gap value by averaging the price range of the gap up or gap down over the past X days (for example, the past 25 days), and draws average gap information indicating this average gap value and deviation rate information indicating how much the gap up or gap down on the day deviates from the average gap value on the chart display 101. The value of X over the past X days may be preset in advance, or the user may be able to arbitrarily specify it using the input means of the computer 10.
[0025] The chart system 100 derives the average gap value of the stock for the past X days on the chart display 101, and plots the average gap information and deviation rate information together with the quote information 111 and gap information 112. The average gap value is the average of the gap values, which are the difference between the closing price of the previous day and the opening price of the next day, for the past X days. For example, the average gap value for the past three days can be calculated by adding up the difference between the closing price four days ago and the opening price three days ago (first gap value), the difference between the closing price three days ago and the opening price two days ago (second gap value), and the difference between the closing price two days ago and the opening price one day ago (the previous day) (third gap value), and dividing the sum by three. For example, if the first gap value is +50 yen, the second gap value is +100 yen, and the third gap value is -30 yen, the average gap value can be calculated as (50 yen + 100 yen - 30 yen) ÷ 3 = +40 yen. The chart system 100 draws average gap information visually showing a price range, which is an average gap value, so as to be visually comparable with the quote information 111 and the gap information 112. FIG. 7 shows an example in which average gap information 115 is displayed on a daily chart before the stock opens. In the example shown in FIG. 7, the average gap information 115 is drawn as a band-shaped or rectangular symbol corresponding to the price range of the average gap value, based on the position of the previous day's closing price indicated by the previous day's candlestick 110. The average gap information 115 may be drawn near the gap information 112 together with the gap information 112. The average gap information 115 may be drawn in a different display mode (for example, a different color) from the gap information 112 so as to be distinguishable. Also, as shown in FIG. 8, the average gap information 115 may be drawn together with the quote information 111 without displaying the gap information 112. The chart system 100 may continue to display the average gap information 115 even after the stock opens. Fig. 9 shows an example in which average gap information 115 is displayed on a daily chart after the stock opens. In the example shown in Fig. 9, the average gap information 115 is drawn together with the candlestick 114 of the day and the gap information 112. Even after the opening, as shown in Fig. 10, the gap information 112 may not be displayed and the average gap information 115 may be drawn in a form superimposed on the drawing of the candlestick 114 of the day.
[0026] Before the stock opens, the chart system 100 derives a deviation rate based on the derived average gap value and the quote price, and displays the deviation rate information on the chart display 101. The deviation rate indicates how much the gap on that day deviates from the past average gap value, and in the case of before the opening, it indicates how much of a gap the stock is likely to have on that day before the opening price is set based on the quote price. The chart system 100 may continue to display the deviation rate information based on the average gap value and the opening price on that day even after the opening price. The deviation rate can be calculated by (quote price or opening price - previous day's closing price) ÷ average gap value. For example, if the quote price is 1,000 yen, the previous day's closing price is 940 yen, and the average gap value is 50 yen, then (1,000 yen - 940 yen) ÷ 50 yen = 1.2, and the deviation rate is +20%.
[0027] The chart system 100 may display the deviation rate by changing the display mode of the quote information 111 before the opening. For example, as shown in FIG. 11, the chart system 100 may hold setting information 120 that sets different colors according to a plurality of deviation rates, and may refer to this setting information 120 to draw the quote information 111 in a color according to the derived deviation rate. For example, when the derived deviation rate is +20%, the chart system 100 displays the quote information 111 in color 4. The chart system 100 may also display the deviation rate by changing the display mode of the gap information 112 before and after the opening. In this case, as described above, the gap information 112 may be drawn in a color according to the derived deviation rate by referring to the setting information 120. The chart system 100 may also display the deviation rate information 116 as a numerical value on the chart display 101, as shown in FIG. 12 and FIG. 13. As shown in Fig. 12, before the opening, the deviation rate information 116 may be displayed near the quote information 111. As shown in Fig. 13, after the opening, the deviation rate information 116 may be displayed near the candlestick 114 of the day.
[0028] When deriving the past average gap value, the chart system 100 may separately calculate the gap up (when the opening price of the next day rises from the closing price of the previous day) and the gap down (when the opening price of the next day rises from the closing price of the previous day). In this case, the chart system 100 separately derives the average gap up value of the X days of past gap ups and the average gap down value of the X days of past gap downs. When displaying the average gap information 115 before the opening, the chart system 100 may selectively display the average gap up value or the average gap down value depending on whether the quote price is higher or lower than the closing price of the previous day (i.e., whether a gap up or a gap down is likely to occur on the day). That is, if a gap up is likely to occur on the day, the average gap information 115 showing the value range of the average gap up value may be drawn, and if a gap down is likely to occur on the day, the average gap information 115 showing the value range of the average gap down value may be drawn. Similarly, when displaying the average gap information 115 after the opening, the chart system 100 may selectively display average gap information 115 indicating the average gap up value or the average gap down value depending on whether the opening price of the day is higher or lower than the closing price of the previous day (i.e., whether there was a gap up or a gap down on the day). That is, if there was a gap up on the day, average gap information 115 indicating the value range of the average gap up value may be drawn, and if there was a gap down on the day, average gap information 115 indicating the value range of the average gap down value may be drawn.
[0029] The chart system 100 may also derive separate deviation rates for the average gap-up value and the average gap-down value. In this case, the chart system 100 selectively derives the gap-up deviation rate, which is the deviation rate from the average gap-up value, or the gap-down deviation rate, which is the deviation rate from the average gap-down value, depending on whether the indicative price or the opening price of the day is higher or lower than the closing price of the previous day (i.e., whether a gap-up is likely (has occurred) or a gap-down is likely (has occurred)), and displays deviation rate information corresponding to the gap-up deviation rate. In other words, if a gap-up is likely or has occurred on the day, the gap-up deviation rate may be derived and displayed, and if a gap-down is likely or has occurred on the day, the gap-down deviation rate may be derived and displayed.
[0030] (3. Trading price limit range information) A system that restricts trading of financial products traded on the exchange 30 when the price greatly fluctuates beyond a predetermined price range may be applied. One example of such a system is a price range limit system in which a price range that can be changed (traded) per day is set based on the closing price of the previous day, and trading at a price exceeding the price range is restricted. A rise in price to the upper limit of the price range is sometimes called a stop high, and a fall in price to the lower limit is sometimes called a stop low. In addition, a system in which a price range that can be changed per day is set, trading is suspended for a certain period of time (for example, 15 minutes) when the upper or lower limit of the price range is reached, and trading is resumed again at the same price range or an expanded price range after the end of the certain period of time is sometimes called a circuit breaker system. When such a price range that can be changed is set, it is useful if the information of the price range is displayed on the chart in a visually instantly recognizable manner. Therefore, the chart system 100 holds price range information regarding the price range that can be changed for a financial product, and draws trading restriction information on the chart display 101 based on the price range information.
[0031] Fig. 14 shows an example of price range information held by the chart system 100. The price range information 121 shown in Fig. 14 is, as an example, price range information indicating a price range limit determined according to the price range to which the previous day's closing price belongs. For example, it indicates that if the previous day's closing price is equal to or greater than 1 yen and less than 100 yen, the price range for that day is limited to ±30 yen of the previous day's closing price, and if the previous day's closing price is equal to or greater than 700 yen and less than 1000 yen, the price range for that day is limited to ±150 yen.
[0032] The chart system 100 draws trading restriction information on the chart display 101 based on the previous day's closing price of the stock inputted in the stock input 102 (i.e., the stock whose chart is drawn on the chart display 101) and the price range information 121. The chart system 100, regardless of whether it is during or outside trading hours, or at least during either of these hours, identifies the price limit range of the stock based on the previous day's closing price of the stock inputted in the stock input 102 by referring to the price range information 121, and draws trading restriction information corresponding to the identified price limit range. As an example, the trading restriction information is a linear, band-like, or rectangular graphical symbol corresponding to the identified price limit range. FIG. 15 shows, as an example, an example in which trading restriction information 130 of a stock corresponding to the stock code "2671" inputted in the stock input 102 is displayed. In the example of FIG. 15, the chart system 100 refers to the price range information 121 based on the previous day's closing price of the stock (560 yen) to specify the limit price range (±100 yen), and applies the limit price range to the previous day's closing price to draw a band-shaped trading restriction information 130 with an upper limit of 660 yen and a lower limit of 460 yen. In the example of FIG. 15, the trading restriction information 130 is displayed at a predetermined distance from the previous day's candlestick 110 of the stock before the stock opens. FIG. 16 shows the trading restriction information 130 when the candlestick 114 of the day is drawn after the stock opens. After the stock opens during trading hours, the chart system 100 draws the trading restriction information 130 while drawing the candlestick 114 of the day. As shown in FIG. 16, the trading restriction information 130 may be displayed superimposed on the candlestick 114 of the day. The transaction limit information 130 may be displayed in a strip or rectangle shape that is wider than the candlestick 114 .
[0033] In the case of a weekly chart, the drawing of the candlestick after the opening of the first trading day in the week is similar to that of a daily chart, and the chart system 100 draws the trading restriction information 130 based on the closing price of the previous day (closing price of the previous week) of the stock together with the quote price information 111 of the day and the candlestick of the current week (today) at least one of before the start of drawing the candlestick of the current week (before the opening of the stock) and after the start (after the opening of the stock). On the other hand, after the opening of the stock on or after the first trading day in the week, the chart system 100 draws the trading restriction information 130 based on the closing price of the previous day of the stock together with the candlestick 113 of the current week. FIG. 17 shows the trading restriction information 130 drawn together with the candlestick 113 of the current week. As shown in FIG. 17, the chart system 100 may display the trading restriction information 130 superimposed on the candlestick 113 of the current week. The transaction restriction information 130 may be displayed in a strip or rectangle shape wider than the candlestick 113 .
[0034] Before the stock opens, the chart system 100 may display the quote information 111, the gap information 112, and the trading restriction information 130 superimposed on the chart display 101. Fig. 18 shows an example in which the quote information 111, the gap information 112, and the trading restriction information 130 are superimposed and displayed on a daily chart. The gap information 112 and the trading restriction information 130 may be displayed in different colors. The gap information 112 and the trading restriction information 130 may be displayed in different widths.
[0035] (3. Chart-in-chart display) There are charts with different unit times, such as daily, weekly, and minute charts. For example, a daily chart is useful for grasping the price trend (whether it is an upward or downward trend) of a financial product over a period of several days to several tens of days, and a minute chart is useful for grasping the price trend within a day. In this way, in order to grasp and analyze the price trend of a financial product in detail, charts with different unit times for a certain financial product may be compared, but in order to do so, it is necessary to switch the chart display. When the chart display is switched, it is difficult to grasp the relationship or connection between the price trends grasped in the charts with different unit times (for example, the price trend grasped in the daily chart and the price trend grasped in the minute chart). Therefore, the chart system 100 has a chart-in-chart display function that displays a chart of a certain unit time by superimposing a chart of another unit time on the chart display 101.
[0036] The chart system 100 accepts a user selection to select an arbitrary candlestick (first unit time candlestick) in a chart of a first unit time (first unit time chart) being drawn on the chart display 101. The user selection is accepted from an input means of the computer 10. In response to the selection of the first unit time candlestick, the chart system 100 draws a second unit time candlestick (second unit time candlestick) included in a chart of a second unit time (second unit time chart) different from the first unit time and corresponding to the selected first unit time candlestick. Specifically, the chart system 100 draws a plurality of second unit time candlesticks included in a chart of a second unit time shorter than the first unit time, during the period of price fluctuation indicated by the first unit time candlestick. For example, while drawing a weekly chart in a week unit (first unit time), the chart system 100 accepts the selection of any weekly candlestick, and in response thereto, draws a plurality of daily candlesticks in a price fluctuation period indicated by the selected weekly candlestick, which is a daily candlestick in a daily chart in a day unit (second unit time). For example, when a weekly candlestick indicating price fluctuation for five days from April 1 to April 5, 2020 is selected, a plurality (five) daily candlesticks for the same five days from April 1 to April 5, 2020 are drawn. The chart system 100 may draw a plurality of second unit time candlesticks superimposed on the selected first unit time candlestick. The chart system 100 may draw a plurality of second unit time candlesticks so that they overlap with the selected first unit time candlestick but do not completely hide the first unit time candlestick. The chart system 100 may associate a plurality of second unit time candlesticks with a selected first unit time candlestick and draw them near the selected first unit time candlestick. Figures 19 and 20 show an example in which the chart-in-chart display function superimposes and displays candlesticks of a daily chart while drawing a weekly chart of a stock (stock code 2671) inputted in stock input 102.As shown in Figures 19 and 20, when a weekly candlestick 140 in a weekly chart is selected, the chart system 100 responds by drawing multiple daily candlesticks 141 in the daily chart of the stock, which are daily candlesticks in the daily chart of the stock and correspond to the price fluctuation period indicated by the weekly candlestick 140, superimposed on the weekly candlestick 140. In the example of Figures 19 and 20, a weekly candlestick 140 for a certain five days is selected, and five daily candlesticks 141 for the same five days are drawn. The price fluctuation for five days indicated by one weekly candlestick 140 in the weekly chart can be grasped and analyzed in more detail by the multiple daily candlesticks 141. The chart system 100 may draw the weekly candlestick 140 and the adjacent weekly candlesticks 142, 143 with a wider interval in accordance with the drawing of the daily candlestick 141 so that the drawing of the daily candlestick 141 does not overlap the drawing of the weekly candlestick 140 and the adjacent weekly candlesticks 142, 143. Also, as shown in FIG. 21, in response to the selection of the weekly candlestick 140, the chart system 100 may draw the selected weekly candlestick 140 with a wider width, and draw the daily candlestick 141 within the main body of the weekly candlestick. As shown in FIG. 22, the chart system 100 may draw the daily candlestick 141 in the vicinity of the selected weekly candlestick 140 in association with the selected weekly candlestick 140.
[0037] In the examples of FIGS. 19 to 22, a daily chart is drawn in a weekly chart. Similarly, for example, a minute chart (second time unit chart) can be displayed in a daily chart (first unit time chart). In this case, the chart system 100 accepts the selection of a daily candlestick in the daily chart, and in response to this, draws a plurality of minute candlesticks (for example, a plurality of 5-minute candlesticks from 9:00 to 15:00 on April 1, 2020) of the minute chart in the price fluctuation period indicated by the selected daily chart (for example, 9:00 to 15:00 on April 1, 2020). The chart system 100 may also execute the chart-in-chart display function during the intraday period during trading hours. In this case, the chart system 100 accepts the selection of the first unit time candlestick of the day, the drawing of which is being updated at any time, and in response to this, draws a second unit time candlestick from the start of the price fluctuation period indicated by the first unit time candlestick to the current time. For example, when a daily chart is being drawn during the intraday session, if a selection of a daily candlestick for the current day (e.g., April 1, 2020) is accepted at 10:00 during the intraday session, in response, multiple minute candlesticks from the minute chart are drawn, which are minute candlesticks from the start of the price fluctuation period indicated by the selected daily candlestick (e.g., the opening time of the stock in question on April 1, 2020 at 9:00) to the current time (10:00).
[0038] (3. Order function 1) The chart system 100 has an order instruction function that issues orders to buy and sell financial products displayed on the chart display 101. Usually, when issuing a buy order to buy a financial product, it is necessary to specify the unit price (limit price or market order) and the lot size (stock price in the case of stocks) that one wishes to purchase. However, when issuing a buy order, one must calculate the unit price and lot size to match the total amount one wishes to purchase, within the range that does not exceed the funds (buying capacity) one has deposited with the financial institution that operates the buying and selling server 20. In other words, when issuing a buy order, one must calculate "unit price x lot size" that results in the total amount one wishes to purchase (≦buying capacity) and issue an order. For example, when one wishes to purchase 1 million yen worth of a certain stock with a limit price of 157 yen, one must calculate 1 million divided by 157 to confirm that up to 6369 lots can be purchased, and issue a buy order for 6369 lots. It is a burden for the user to instantly perform such calculations and issue a buy order. In addition, in the case of a market order rather than a limit order, it is necessary to calculate the upper limit price of the price limit range for that day for the stock, which is even more complicated. Furthermore, if you want to buy up to your purchasing capacity, you need to take into account the fees set by financial institutions, and it is difficult to instantly calculate how many lots you can order to buy. Therefore, the chart system 100 automatically calculates the purchase lot based on the desired purchase amount for a certain stock and the price of that stock, and issues a buy order.
[0039] The chart system 100 accepts, on the chart display 101, a buy order instruction for the financial product displayed on the chart display 101 (i.e., the stock input in the stock input 102). FIG. 23 to FIG. 25 show an example of accepting a buy order on the chart display 101. As shown in FIG. 23, the chart system 100 accepts a user selection of the stock on the chart display 101, and in response thereto, displays a buy order UI 150. The user selection is, for example, a selection of any candlestick on the drawn chart. The buy order UI 150 includes a limit order instruction UI element 150a and a market order instruction UI element 150b, both of which are selectable. When the chart system 100 accepts the selection of the limit order instruction UI element 150a, it displays a limit order UI 151. The limit order UI 151 includes a purchasing capacity display 151a, a desired purchase amount input 151b, and a limit price input 151c. The purchasing margin display 151a presents the user with purchasing margin, which is the total amount of money that the user has deposited with the financial institution and can be used to purchase financial products. The financial institution's trading server 20 manages purchasing margin for each user's account, and the chart system 100 receives and stores information on purchasing margin corresponding to the user's account from the trading server 20. The chart system 100 displays the purchasing margin display 151a by referring to the stored information on the user's purchasing margin. The desired purchase amount input 151b is a UI element that accepts input of the total amount desired to purchase the stock. The chart system 100 accepts input of the amount by the user at the desired purchase amount input 151b using the input means of the computer 10. The limit price input 151c accepts input of the limit price that specifies the unit price at which the stock is purchased. The chart system 100 accepts input of the amount by the user at the limit price 151c using the input means of the computer 10. On the other hand, when the chart system 100 accepts selection of the market order instruction UI element 150b, it displays the market order UI 152. The market order UI 152 includes a purchasing capacity display 152a and a desired purchase amount input 152b. The purchasing capacity display 152a is similar to the purchasing capacity display 151a displayed in the limit order UI 151. The desired purchase amount input 152b is similar to the desired purchase amount input 151b displayed in the limit order UI 151.The market order UI 152 does not have a UI element for specifying the unit price at which to purchase the target stock.
[0040] In the case of a limit order, the chart system 100 automatically derives the lot to purchase the stock based on the total purchase amount entered in the purchase amount entry 151b and the limit price entered in the limit price entry 151c, and generates a limit buy order instruction indicating the limit price entered in the limit price entry 151c and the derived lot. For example, if the total purchase amount is 1,000,000 yen and the limit price is 158 yen, 1,000,000 divided by 158 is calculated, and the answer is 6,329.113924···, so it is understood that up to 6,329 lots can be purchased, and the chart system 100 generates a limit buy order instruction indicating the limit price of 158 yen and the purchase lot of 6,329. Note that the lot unit for purchase may be determined for financial products. For example, in the case of stocks, the stock unit (e.g., 1 stock, 10 stocks, 100 stocks, etc.) is determined, and in such a case, it is advisable to further consider the stock unit when deriving the lot. The chart system 100 receives and stores information on the purchase lot unit from the trading server 20. The chart system 100 may generate a buy order instruction based on the total desired purchase amount input in the desired purchase amount input field 151b, the limit price input in the limit price input field 151c, and the purchase lot unit. For example, when the total desired purchase amount is 1,000,000 yen and the limit price is 158 yen, and the purchase lot unit is 10 lots (for example, the stock unit is 10 shares), it is found that 6,320 lots can be purchased by rounding down the digits less than 10, and a limit buy order instruction indicating the limit price of 158 yen and the purchase lot of 6,320 is generated. In addition, when the amount input in the desired purchase amount input field 151b is greater than the amount displayed in the purchasing capacity display 151a, the chart system 100 may issue a warning to the user that a buy order cannot be placed. The warning may be displayed by a UI element. In addition, when a certain fee is required for the purchase of a financial product, the fee must also be taken into consideration. For this reason, the chart system 100 may receive information regarding fees from the buying and selling server 20, and may set the amount displayed in the purchasing capacity display 151a minus the fees as an upper limit, and may issue a warning to the user if the amount entered in the desired purchase amount input 151b exceeds this upper limit. Alternatively, the chart system 100 may display the amount from which the fees have been deducted in advance in the purchasing capacity display 151a.
[0041] In the case of a market order, the chart system 100 automatically derives a lot for purchasing the stock based on the total desired purchase amount entered in the desired purchase amount 152b and the upper limit of the price range that can fluctuate on that day for the stock, and generates a market buy order instruction for the derived lot. Specifically, the chart system 100 refers to the price range information 121 based on the previous day's closing price of the stock, identifies the upper limit of the price range that can fluctuate on that day (upper limit of the price range limit), and calculates the lot based on this upper limit and the desired purchase total. For example, if the closing price of the stock on the previous day is 560 yen, referring to the price range information 121, the price range that can fluctuate on that day (price range limit) is ±100 yen, so 660 yen is identified as the upper limit. For example, if the total amount of the desired purchase is 1,000,000 yen, 1,000,000 divided by 660 is calculated, and the answer is 1,515.1515···, so it is understood that up to 1,515 lots can be purchased, and the chart system 100 generates a market buy order indicating a purchase lot of 1,515. Note that the lot unit at the time of purchase may be determined for financial products. For example, in the case of stocks, the stock unit (e.g., 1 stock, 10 stocks, 100 stocks, etc.) is determined, and in such a case, it is preferable to derive the lot by further considering the stock unit. The chart system 100 receives and holds information regarding the purchase lot unit from the trading server 20. The chart system 100 may generate a buy order instruction based on the total amount of the desired purchase input in the desired purchase amount input 152b, the upper limit value specified by referring to the price range information 121, and the purchase lot unit. For example, when the total desired purchase amount is 1,000,000 yen and the specified upper limit is 660 yen, and the purchase lot unit is 10 lots (for example, the stock unit is 10 shares), it is found that 1,510 lots can be purchased by rounding down the digits less than 10, and a market buy order instruction is generated indicating a purchase lot of 1,510. Furthermore, if the amount entered in the desired purchase amount input 152b is greater than the amount displayed in the purchasing capacity display 152a, the chart system 100 may warn the user that a buy order cannot be placed. The warning may be displayed by a UI element. Furthermore, if a specified fee is required to purchase a financial product, the fee must also be taken into consideration.For this reason, the chart system 100 may receive information regarding fees from the buying and selling server 20, and may set the amount displayed in the purchasing capacity display 152a minus the fees as an upper limit, and if the amount entered in the desired purchase amount input 152b exceeds this upper limit, a warning may be issued to the user. Alternatively, the chart system 100 may display the amount from which the fees have been deducted in advance in the purchasing capacity display 152a.
[0042] The chart system 100 transmits the generated limit buy order instruction or market buy order instruction to the trading server 20. The buy order instruction includes information (e.g., a stock code) indicating the financial product (issue) to be bought, information indicating the purchase lot, and, in the case of a limit buy order, information indicating the limit price. The trading server 20 executes the order by transmitting a buy order at the limit price or market price to a computer of the exchange 30 based on the buy order information.
[0043] (4. Order function 2) The chart system 100 has an order instruction function that issues orders to buy and sell financial products displayed on the chart display 101. Usually, when issuing a buy order to buy a financial product, it is necessary to specify the unit price (limit price or market order) that one wishes to purchase and the lot that one wishes to purchase (stock price in the case of stocks). Similarly, when selling, it is necessary to specify the unit price and lot that one wishes to sell. However, there are cases where one wishes to specify the unit price not only as an absolute number (for example, limit price 500 yen) but also as a relative amount based on comparison with other factors. For example, there are cases where one wishes to issue a limit buy order at a price within a few tens of percent of the upper limit of the price range in which the stock to be traded can fluctuate on the day. This is a case where, for example, a day trader makes a judgment such as "Even if I purchase near the upper limit of the price range in which the price can fluctuate on the day, there is little room for the price to rise on the day, so I should not purchase it." Similarly, when issuing a sell order for a stock that has been purchased, there are cases where one wishes to issue a limit sell order at a price within a few percent of the upper limit of the price range in which the stock can fluctuate on the day. This is the case when a day trader decides to "sell at a price where there is little room for further price increases." Therefore, the chart system 100 refers to the price range information 121 for a certain stock and enables buy and sell orders based on the price range that the stock can fluctuate within on the day.
[0044] When the chart system 100 accepts the selection of the limit order instruction UI element 150a in the buy order UI 150 shown in FIG. 23, it displays a limit order UI 153 as shown in FIG. 26. The limit order UI 153 includes a purchasing capacity display 153a, price limit range information 153b, a limit price input 153c, purchasable lot information 153d, and a purchase price input 153e. The purchasing capacity display 153a, like the purchasing capacity display 151a, indicates purchasing capacity, which is the total amount of money that the user has deposited with a financial institution and can be used to purchase financial products. The price limit range information 153b presents information indicating the price range within which the stock can fluctuate on the day, and specifically displays a price range specified by referring to the price range information 121 based on the closing price of the stock on the previous day. In the example shown in FIG. 26, the closing price of the stock (stock corresponding to stock code 2671) on the previous day was 560 yen, and referring to the price range information 121, the stock's price limit range (price limit range) on that day is ±100 yen, so "460 yen to 660 yen" is displayed as the price limit range information 153b. The limit price input 153c is a UI element that accepts an input of the unit price at which the stock is to be purchased, and accepts the price at which the stock is to be purchased within the price range (price limit range) available on that day for the stock. For example, as shown in FIG. 26, the following instruction is accepted, which indicates a relative percentage of the upper limit price of the price limit range at which to place a limit order. The chart system 100 accepts an input by the user (for example, an input of a percentage) using the input means of the computer 10 at the limit price input 153c. In addition to a percentage, an input of a ratio or an input of a price directly indicating how much lower the price is from the upper limit price of the price limit range may be accepted. The chart system 100 automatically determines the price (limit price) for placing a limit order based on the information entered in the limit price input 153c. As an example, when the limit price range is 460 yen to 660 yen, if "10%" is entered in the limit price input 153c, the limit order amount may be determined to be 594 yen, which is the amount obtained by subtracting 66 yen, which is 10% of 660 yen, from 660 yen (i.e., 594 yen, which is 10% lower than the upper limit price of 660 yen).As another example, when the limit price range is 460 yen to 660 yen, if "10%" is input in the limit price input 153c, the limit order amount may be determined to be 600 yen calculated by dividing 660 yen by 1.1 (i.e., 600 yen is the price at which the upper limit price of 660 yen is expected to increase by 10% after purchase). As another example, when the limit price range is 460 yen to 660 yen, if "50 yen" is input in the limit price input 153c, the limit order amount may be determined to be 610 yen, which is 660 yen minus 50 yen. The chart system 100 calculates the lot available for limit order based on the purchase margin amount shown in the purchase margin display 153a and the limit order amount determined from the price input in the limit price input 153c, and displays the calculated lot available for limit order in the purchase margin lot information 153d. Specifically, it is calculated by dividing the purchase margin amount by the limit order amount. 26, 5,000 lots (5,000 shares) are displayed as purchasable lot information 153d. Purchase price input 153e is a UI element that accepts input of the lot (number of shares) desired to purchase the issue, and accepts the specification of a purchase lot using a number equal to or less than the lot displayed in purchasable lot information 153d. Chart system 100 accepts input by the user using the input means of computer 10 at purchase price input 153e.
[0045] The chart system 100 generates a limit buy order instruction indicating the limit price automatically determined based on the information entered in the limit price input 153c and the lot entered by the user in the purchase price input 153e. The chart system 100 transmits the generated limit buy order instruction to the trading server 20. The buy order instruction includes information indicating the financial product (brand) to be bought (e.g., a securities code), information indicating the purchase lot, and information indicating the limit price. The trading server 20 executes the order by transmitting a buy order at the limit price to a computer of the exchange 30 based on the buy order information.
[0046] (5. PTS Price Information) The financial institution that operates the trading server 20 may also operate a PTS (private exchange) and trade the same issue through the exchange 30 and on the PTS. In this case, the trading server 20 communicates with the public exchange 30 to obtain the prices of financial products and to give instructions for buying and selling the financial products, and also operates the PTS to give instructions for buying and selling the financial products within the PTS. The trading server 20 transmits to the computer 10 the quotes, current prices, and past prices traded on the exchange 30 for the same financial product, and transmits the quotes, current prices, and past prices traded on the PTS to the computer 10. The chart system 100 plots the price information traded on the exchange 30 received from the trading server 20 on a chart for the same financial product, and plots the price information traded on the PTS received from the trading server 20 on a chart. The chart system 100 has a function of, when drawing a chart of price information traded on the exchange 30 in the chart display 101, simultaneously drawing, as an auxiliary function, price information that has been or is being traded on the related PTS.
[0047] FIG. 27 is a diagram showing an example of the relationship between the trading hours at the exchange 30 and the trading hours at the PTS. As an example, the trading hours at the exchange 30 and the trading hours at the PTS are different from each other, although they overlap in part. In the example shown in FIG. 27, trading at the exchange 30 takes place in the morning session from 9:00 to 11:30 and the afternoon session from 12:30 to 15:00, while the PTS takes place in a daytime session from 8:20 to 16:00 and a nighttime session from 16:30 to 23:59. Between the morning and afternoon sessions, trading can take place in the daytime session of the PTS in parallel.
[0048] The chart system 100 draws a chart by drawing multiple candlesticks based on the time-series prices in the transactions on the exchange 30 for the financial product inputted in the stock input 102 before the opening of the transaction on the exchange 30, and also draws PTS price information on the PTS trading price of the same financial product. The PTS price information may be, for example, a candlestick showing the time-series price fluctuation in the daytime session before the opening of the day, a candlestick showing the time-series price fluctuation in the nighttime session of the previous day, or a candlestick showing the time-series price fluctuation in the daytime session from the nighttime session of the previous day before the opening of the day. In addition, the PTS price information may be, for example, a GUI element showing the latest price in the daytime session before the opening of the day, or a GUI element showing the latest price (closing price) in the nighttime session of the previous day.
[0049] FIG. 28 shows an example in which PTS price information is drawn on a daily chart. In the example shown in FIG. 28, the chart system 100 draws a chart with a plurality of daily candlesticks based on the time-series fluctuation of the trading price at the exchange 30 of the stock corresponding to the stock code 2671 inputted in the stock input 102 before the opening of the day, and draws the PTS price information 160 near the most recent candlestick (a candlestick showing the four prices of the previous day) 110. The PTS price information 160 is, for example, a candlestick based on the trading price from the nighttime session of the previous day to the current time of the daytime session. When the PTS price information 160 is a candlestick, it is drawn in a display mode (color, hue, contrast, etc.) different from that of the candlestick 110. That is, when the bullish candlestick 110 is displayed in a first display mode and the bearish candlestick 110 is displayed in a second display mode, the bullish candlestick 160 is drawn in a third display mode and the bearish candlestick 160 is drawn in a fourth display mode. Fig. 29 shows an example in which the PTS price information 160 is drawn as a bar-shaped GUI element. In the example shown in Fig. 29, the PTS price information 160 is drawn at the position of the latest price (current price in the daytime session) of the stock corresponding to the stock code 2671.
[0050] FIG. 30 shows an example of a daily chart in which the PTS price information 160 of a stock corresponding to the stock code 2671 is drawn in the intraday session after the opening of the day. In the example shown in FIG. 30, the PTS price information 160 is drawn in a form that can be compared with the candlestick 114, together with the candlestick 114 showing the trading price (four-bar price of the day) at the exchange 30 of the day. The PTS price information 160 is, for example, a candlestick based on the trading price from the nighttime session of the previous day to the current time of the daytime session. When the PTS price information 160 is a candlestick, it is drawn in a display mode (color, hue, contrast, etc.) different from that of the candlestick 114. That is, when the bullish candle of the candlestick 114 is displayed in the first display mode and the bearish candle of the candlestick 114 is displayed in the second display mode, the bullish candle of the PTS price information 160 is drawn in the third display mode, and the bearish candle of the PTS price information 160 is drawn in the fourth display mode. As in the case before the opening, the PTS price information 160 after the opening may be rendered as a bar-shaped GUI element as shown in FIG.
[0051] By drawing the PTS price information 160 on the chart display 101, the quote price after the opening and the trading price after the opening on the day's exchange 30 can be compared with the prices in the previous day's nighttime session and the daytime session of the PTS on the day, and the user's investment decision can be more highly supported. Although the examples of FIGS. 28 to 30 have been described with reference to an example in which the PTS price information 160 is drawn on a daily chart, the PTS price information 160 can also be drawn on a candlestick chart of a different time axis, such as a weekly chart. In addition, the chart system 100 may simultaneously draw some or all of the quote price information 111, gap information 112, average gap information 115, deviation rate information 116, trading restriction information 130, and PTS price information 160 on the chart display 101. Fig. 32 shows an example in which the quote information 111, gap information 112, average gap information 115, deviation rate information 116, trading restriction information 130, and PTS price information 160 are all drawn side by side on the chart display 101 before the opening of the stock corresponding to the code 2671. Fig. 33 shows an example in which the gap information 112, average gap information 115, deviation rate information 116, trading restriction information 130, and PTS price information 160 are all drawn side by side on the chart display 101 during the intraday period after the opening of the stock corresponding to the code 2671, together with the current candlestick 114. As shown in Figs. 32 to 33, each piece of information is preferably displayed side by side so that any piece of information can be seen at a glance.
[0052] An example of the hardware configuration of the computer 10 and the chart system 100 will be described below. FIG. 34 is a block diagram showing an example of the hardware configuration of the computer 10. The computer 10 is a computer such as a personal computer (PC), a tablet, or a workstation. The computer 10 includes a processor 11, a display unit 12, an input unit 13, a communication unit 14, and a memory 15. Each unit is connected to each other by a bus.
[0053] The processor 11 is a control unit that controls each part, receives and processes signals from each part, and transmits command signals to each part. Specifically, the processor 11 includes a CPU (Central Processing Unit) and an MPU (Micro Processing Unit). The processor 11 performs various functions by executing computer programs stored in the memory 15.
[0054] The display unit 12 is a display including a display element such as a liquid crystal display or an organic electroluminescence display, and displays an image based on the video data output from the processor 11. The GUI including the chart display 101 described above is displayed on the display unit 12.
[0055] The input unit 13 is an input device that accepts operations such as user designation and selection, and sends an input signal to the processor 11. The input unit 13 may be, for example, a physical keypad, buttons, etc., or may include a touch sensor that detects contact with a user's finger or stylus. The display unit 12 and the input unit 13 may be integrated to form a touch panel. The input unit 13 accepts various operational inputs such as a user input operation in the stock input 102, a user selection operation in the candlestick selection 103, a candlestick selection operation on the chart display 101, and a user input operation in the order UI 150, 151, 152, and 153.
[0056] The communication unit 14 is a communication circuit for connecting to the trading server 20 and the computer of the exchange 30 via the Internet. The communication unit 14 may be a communication circuit for performing wired Internet communication via an Ethernet cable or the like, or a communication circuit for performing wireless Internet communication via a wireless LAN or the like.
[0057] The memory 15 is a storage medium that holds data, and may be a ROM (Read Only Memory), a RAM (Random Access Memory), or a combination thereof. The processor 11 can write various data to the memory 15 and store it therein, and can also read and process the data stored in the memory 15. A chart program 15a is stored in the memory 15. The chart program 15a is a computer program in which instructions for executing the functions of the chart system 100 described above are written. The chart system 100 is realized by the processor 11 executing the chart program 15a.
[0058] Although the embodiment of the present invention has been described above with reference to Figures 1 to 34, this is for illustrative purposes only and is not limiting. It is apparent that various modifications and changes can be made to the embodiment without departing from the spirit of the present invention as set forth in the claims. [Explanation of symbols]
[0059] 10. Computers 11 Processors 12 Display section 13 Input section 14 Communications Department 15 Memory 20 Trading Server 30 Exchanges 100 Chart System 101 Chart Display 102 Stock entry 103 Foot Selection 104 Ruled Lines 110 Last Candlestick 111 Quote Information 112 Gap Information 113 Current week candlestick 114 Today's Candlestick 115 Average Gap Information 116 Deviation rate information 120 Setting information 121 Price range information 130 Trade Restrictions Information 140 Candlestick 141 Candlestick 150 Buy Order UI 151 Limit Order UI 152 Market Order UI 153 Limit Order UI 160 PTS Price Information
Claims
1. A chart system that draws a chart showing the price fluctuation over time of an input financial product, the chart displays candlesticks at different first time intervals in a rightward direction over time based on the trading price of the stock traded on a stock exchange; configured to display auxiliary information related to the candlestick of the first time frame on the chart; A chart system in which the display of the auxiliary information includes displaying a symbol indicating the trading price (PTS price) of the stock on a private exchange other than the securities exchange, near the most recent candlestick among the candlesticks of the first time frame, at a price position on the chart corresponding to the PTS price.
2. 2. The chart system of claim 1, the trading hours of the private exchange include a daytime session that at least partially overlaps with the trading hours of the securities exchange; The display of the symbol includes (A) displaying a candlestick-shaped symbol indicating time-series price fluctuations in the daytime session of the current day, or (B) displaying a symbol indicating the latest price in the daytime session of the current day.
3. 2. The chart system of claim 1, the trading hours of the private exchange include a night time session after trading hours of the securities exchange; The display of the symbol includes (A) displaying a candlestick-shaped symbol indicating a time-series price fluctuation in the previous day's nighttime session, or (B) displaying a symbol indicating the closing price of the previous day's nighttime session.
4. 2. The chart system of claim 1, the trading hours of the private exchange include a daytime session that at least partially overlaps with the trading hours of the securities exchange and a nighttime session that follows the trading hours of the securities exchange; The display of the symbols includes displaying candlestick-shaped symbols based on trading prices from the previous day's nighttime session to the current time in the daytime session.
5. 2. The chart system of claim 1, the trading hours of the private exchange include a daytime session that at least partially overlaps with the trading hours of the securities exchange and a nighttime session that follows the trading hours of the securities exchange; The display of the symbol includes displaying a candlestick-shaped symbol indicating a time-series price fluctuation from the previous day's nighttime session to the daytime session before the opening of the stock on that day.
Citation Information
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