Account status display apparatus, account status display system, and account status display terminal

Abstract

To display results of trading multiple kinds of financial products in a convenient manner so that a trading user can secure the profit or confirm results of the secured profit, thereby improving the convenience in trading of the trading user.SOLUTION: An account status display apparatus includes: an account status information acquisition unit 14 which acquires information on an account status of each of a plurality of financial products; and an account status information display unit 15 which displays the acquired account status information. The account status display unit 15 displays: a first account status display field 31 formed by arranging a plurality of individual display fields 341,342, ... 34k in which the account status is displayed for each predetermined confirmation unit, in a predetermined sequence; and a second account status display field 32 which displays information on all transactions and / or transactions for each kind of the financial products in the predetermined confirmation unit, associated with the first account status display field 31. The second account status display field 32 includes a total amount display field 43 which displays information on a predetermined transaction displayed in all the individual display fields 341,342, ... 34k.SELECTED DRAWING: Figure 2

Description

[Technical field]

[0001] The present invention relates to a technique for visually displaying to traders the account status resulting from trading of financial products such as foreign exchange. [Background technology]

[0002] Technology that uses computer systems connected to a network to trade various financial products whose market prices fluctuate, such as stocks, bonds, investment trusts, real estate investment trusts, commodities, foreign exchange, stock price indexes, crypto assets, virtual currencies, etc., is becoming widespread. With this technology, traders (hereinafter referred to as "traders") access a server computer system using a client terminal to trade financial products.

[0003] One such technology is known to be a system that processes orders for financial products at a number of different prices and that contracts the orders when the order price of the orders matches the market price (see, for example, Patent Document 1). In this system, the process and results of transactions, such as placing orders and contracting orders, are displayed visually, such as in characters and figures, on the display of a terminal used by the trader. Based on the displayed confirmation results, the trader performs various transactions, such as placing an order at a market price of his / her choice, and contracting or canceling an order that has already been placed. In other words, this system provides traders with an opportunity to secure profits and shows them the profits that have been secured, by displaying the process and results of transactions. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2008-9562 A Summary of the Invention [Problem to be solved by the invention]

[0005] Here, traders may trade multiple types of financial instruments using a computer system. In this case, traders often compile the trading results of multiple types of financial instruments by time period such as date or by event occurrence such as trade order placement or trade completion, and display them on a screen by type of financial instrument for comparison. However, the invention described in Patent Document 1 is for trading one type of financial instrument and does not have a configuration applicable to trading multiple types of financial instruments. Even if it is used for trading multiple types of financial instruments, it is difficult to display the trading results in a state where the trader can easily compare and consider them. Therefore, the invention described in Patent Document 1 has a problem in that it is difficult to provide an opportunity to secure profits from multiple types of financial instruments or to present secured profits.

[0006] The present invention has been made in consideration of the above problems, and has as its objective the provision of an account status display means that can display the results of transactions of multiple types of financial products in a manner that is convenient for traders to secure profits and confirm the results of secured profits, thereby improving the convenience of trading for traders. [Means for solving the problem]

[0007] In order to achieve this object, the invention described in claim 1 is an account status display device that visually displays at least a portion of the profit and loss of a financial product and / or the account status related to a transaction in tabular form to a trader on a display means of a trader terminal handled by the trader, and comprises: an account status information acquisition means for acquiring account status information for each of a plurality of financial products in which a trader is trading; and an account status display means for displaying the account status information acquired by the account status information acquisition means on the display means of the trader terminal, wherein the account status display means is configured to display on the display means a first account status display field in which a plurality of individual display fields for displaying the account status for each predetermined confirmation unit are arranged in a predetermined array; and a second account status display field in which transaction information for each type of financial product in the predetermined confirmation unit and / or information of all transactions of the financial products in the predetermined confirmation unit are displayed, which is associated with the first account status display field, and wherein the second account status display field comprises a total amount display field for displaying information of the predetermined transaction displayed in all of the individual display fields provided in the first account status display field.

[0008] The invention described in claim 2 is characterized in that, in addition to the configuration described in claim 1, the total amount display field is configured to display information on the specified transaction for each of a plurality of transaction types.

[0009] The invention described in claim 3 is characterized in that, in addition to the configuration described in claim 1, the second account status display field includes an individual order volume display field that displays the account status displayed in any one of the individual display fields provided in the first account status display field, which is designated by a predetermined operation of the trader, for each type of financial product, and in the individual order volume display field, the multiple account statuses are arranged and displayed in ascending or descending order from one side to the other based on a predetermined profit unit of the account status.

[0010] The invention as set forth in claim 4 is characterized in that, in addition to the configuration as set forth in claim 1, the predetermined confirmation unit is set as a predetermined time unit.

[0011] The invention described in claim 5 is characterized in that, in addition to the configuration described in claim 1, the specified confirmation unit is set based on the timing of a specified event occurrence, which is the timing at which a specified event occurs at which the financial product is traded.

[0012] The invention described in claim 6 is characterized in that, in addition to the configuration described in claim 4, the account status display means displays the first account status display field in a calendar format, with the specified time unit as the specified confirmation unit being set as a day unit.

[0013] The invention described in claim 7 is characterized in that, in addition to the configuration described in claim 5, the account status display means defines the specified events as including the placing of a new order for an if-done order, the completion of the new order for the if-done order, the placing of a settlement order for the if-done order, and the completion of the settlement order for the if-done order, and displays the first account status display field as an array for each of the specified events.

[0014] The invention described in claim 8 is characterized in that, in addition to the configuration described in claim 3, the unit of profit is the number of times a transaction of the financial product is concluded.

[0015] The invention described in claim 9 is characterized in that, in addition to the configuration described in claim 6 or 7, it further comprises an arrangement change means for changing the order of arrangement of multiple financial products in the first account status display column from one predetermined rule to another predetermined rule, thereby changing the order of arrangement.

[0016] The invention described in claim 10 is an account status display system comprising an account status display device which visually displays at least a part of the profit and loss of a financial product and / or account status relating to a transaction in a tabular form to a trader on a display means of a trader terminal handled by the trader, and a trader terminal having the display means which is communicatively connected to the account status display device, the system comprising: account status information acquisition means which acquires account status information for each of a plurality of financial products in which a trader is trading; and account status display means which displays the account status information acquired by the account status information acquisition means on the display means of the trader terminal, and The display means is configured to display on the display means a first account status display field in which a plurality of individual display fields for displaying the account status for each specified confirmation unit are arranged in a specified array, and a second account status display field in which transaction information for each type of financial product in the specified confirmation unit and / or information of all transactions of the financial product in the specified confirmation unit are displayed, which are associated with the first account status display field, and the second account status display field is characterized in that it has a total amount display field for displaying information of specified transactions displayed in all of the individual display fields provided in the first account status display field.

[0017] The invention described in claim 11 provides an account status display terminal comprising an account status display device for visually displaying at least a part of the profit and loss of a financial product and / or account status related to a transaction in a tabular form to a trader on a display means of the trader's terminal handled by the trader, and a trader terminal having the display means and communicably connected to the account status display device, wherein the account status display device is provided with an account status information acquisition means for acquiring account status information for each of a plurality of financial products in which a trader is trading, and an account status display means for displaying the account status information acquired by the account status information acquisition means on the display means of the trader terminal. The display means of the account status display terminal is configured to display a first account status display field in which a plurality of individual display fields for displaying the account status for each specified confirmation unit are arranged in a specified array, and a second account status display field in which transaction information for each type of financial product in the specified confirmation unit and / or information on all transactions of the financial product in the specified confirmation unit are displayed, which is associated with the first account status display field, and the second account status display field is characterized in that it is provided with a total amount display field for displaying information on specified transactions displayed in all of the individual display fields provided in the first account status display field. Effect of the Invention

[0018] According to the invention described in claims 1, 10, and 11, information on the account status of each of multiple financial products traded by an arbitrary trader is acquired, and the acquired account status information is displayed in a visually recognizable state for each type of financial product in an account status display field provided for each predetermined confirmation unit of the account status. Then, for a trader who trades multiple financial products, the account status showing the process and result of the transaction can be visually displayed via a display means for each predetermined confirmation unit suitable for confirming and examining the process and result of the transaction. Therefore, the trader can confirm the past transaction results of the transaction of multiple financial products and consider and predict future profit opportunities based on the display. As a result, the transaction results of the transaction of multiple types of financial products can be displayed in a manner that facilitates the trader's profit securing and confirmation of the secured profit, thereby improving the convenience of the trader's transaction.

[0019] According to the invention described in claim 3, by displaying account status information in units of a predetermined time in the account status display field, traders can be made to periodically check the account status of multiple financial products at predetermined intervals, thereby improving the convenience of traders' transactions.

[0020] According to the invention described in claim 4, by displaying account status information in units of a predetermined event occurrence timing in the account status display field, traders can check the account status of multiple financial products in real time every time an event occurs, thereby improving the convenience of trading for traders.

[0021] According to the invention described in claim 5, account status display columns in date units are arranged in a calendar format, and account status information is displayed as an image. By displaying account status information to traders in a regular arrangement similar to that of a calendar for each specified unit of time, account status information can be displayed in a display format that is easy for traders to view and intuitively grasp the overall situation. This improves the convenience of trading for traders.

[0022] According to the invention described in claim 6, a plurality of financial products are displayed in the account status display field in an order that depends on the unit of profit. This allows traders to easily and intuitively grasp the profitability of the plurality of financial products they are trading based on the order of the products. This improves the convenience of trading for traders.

[0023] According to the invention described in claim 8, a plurality of financial products are displayed in the account status display field in the order in which the number of transactions of the financial products is determined as a unit of profit. Therefore, it is possible for traders to easily and intuitively grasp, from the order of arrangement, financial products with a large number of transactions and many opportunities to make profits. This improves the convenience of trading for traders.

[0024] According to the invention described in claim 9, by changing the arrangement order of financial instruments from one rule to another rule, it is possible to change the arrangement order and display multiple financial instruments in the account status display field. Therefore, a trader can intuitively grasp the account status of multiple financial instruments from multiple perspectives by selectively using multiple display modes for the information on the account status of multiple financial instruments or by changing the display mode. This can improve the convenience of trading for traders. [Brief description of the drawings]

[0025] [Figure 1] 1 is a system configuration diagram and a functional block diagram of a financial product transaction management system and a financial product transaction management device, which include an account status display device of an embodiment of the present invention. [Diagram 2] 13 is a diagram showing a typical display screen in calendar format displayed on a client terminal by the account status display device of the same. FIG. [Diagram 3] 13 is a diagram showing a typical display screen based on an event, displayed on a client terminal by the account status display device according to the embodiment of the present invention; FIG. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0026] [System Configuration] 1 to 3 show an embodiment of the present invention.

[0027] FIG. 1 is a system configuration diagram and a functional block diagram of a financial product transaction management system and a financial product transaction management device, which include an account status display device of this embodiment.

[0028] As shown in the figure, the financial product transaction management system 1A includes a financial product transaction management device 1 and n (n≧1) client terminals 2 1 ~2 n The financial instruments transaction management device 1 and the client terminal 2 are provided. 1 ~2 n can communicate with each other via network 3, which serves as a WAN (Wide Area Network).

[0029] The financial product transaction management device 1 of this embodiment is a server computer managed and operated by a financial product dealer, and has a Web server function and a database function for storing large volumes of data.

[0030] The financial product transaction management device 1 trades a plurality of types of financial products. In this embodiment, a "financial product" is a financial product whose market price fluctuates and which can be bought and sold. Examples of the "financial product" include stocks, bonds, investment trusts, real estate investment trusts, futures trading of commodities such as precious metals, agricultural products, and crude oil, foreign exchange, stock price indexes, crypto assets, and virtual currencies.

[0031] The multiple types of "financial products" may be different types of financial products, such as stocks, bonds, and foreign exchange. The multiple types of "financial products" here also include multiple brands of one financial product. For example, if the "financial product" is foreign exchange, multiple different currency pairs may be considered, such as the U.S. dollar / Japanese yen, the European euro / Japanese yen, and the Australian dollar / New Zealand dollar. The multiple types of "financial products" may be different types of financial products, one or more of which may be multiple brands.

[0032] It should be noted that the "financial product" in this embodiment may be any product other than those mentioned above.

[0033] Client terminal 2 1 ,···,2 n is a communication terminal with a data communication function that is owned and used by an individual or corporation as a "trader" who buys and sells financial instruments, such as a personal computer, a mobile phone terminal, etc. In this embodiment, the "trader" refers mainly to an individual or corporation who buys and sells financial instruments with a financial instruments dealer who owns and manages the financial instruments transaction management device 1.

[0034] As shown in Figure 1, client terminal 2 1 The client terminal 2 includes an operation unit 21 such as a mouse or keyboard used to input various instructions, and a display unit 22 such as an LCD (Liquid Crystal Display) that displays various instructions and images input from the operation unit 21. 1 The operation unit 21 and the display unit 22 may be configured as a touch panel display that performs various inputs based on the coordinate information of the contact position of a pointing device such as a finger or a touch pen. 2 , 2 n The client terminal 2 also has a similar operation unit and display unit. 1 ,2 2 , 2 n have the same configuration, and will be referred to as client terminal 2 hereinafter unless a distinction is required.

[0035] Although not shown, the financial product transaction management device 1 transmits and receives data and signals to and from bank systems handled by financial institutions such as banks via the network 3, and performs processes such as cover transactions.

[0036] [Financial Instruments Transaction Management Device Details] As shown in FIG. 1, the financial product transaction management device 1 includes, as functional means, a market price information acquisition unit 11, an order information generation unit 12, and a contract information generation unit 13, as well as an account status display device 10 of this embodiment.

[0037] And, account status display device 10 of this embodiment comprises, as functional means, account status information acquisition unit 14 as "account status information acquisition means", account status information display unit 15 as "account status information display means", layout change unit 16 as "layout change means", and account status information recording unit 17. Account status information display unit 15 comprises, as functional means, a time unit display unit 151 and an event unit display unit 152.

[0038] The market price information acquisition unit 11 acquires information on the market prices of financial instruments handled by the financial instrument transaction management device 1, and performs the processing and management required for use in the financial instrument transaction management device 1. The market price information acquisition unit 11 continuously and periodically acquires information on the market prices of financial instruments by continuously acquiring market price information via the network 3, etc., and records and manages the acquired market price information.

[0039] The order information generating unit 12 receives data on various orders input from the client terminal 2, and performs various processes required to complete orders for financial products. It also calculates the amount of margin required for trading financial products.

[0040] The contract information generating unit 13 performs a process of contracting an order based on the order information. Specifically, the contract information generating unit 13 performs a process of contracting an order based on the order information generated by the order information generating unit 12, and a process of sending information on the contracted order to the client terminal 2 of the trader. Note that "contract" here refers to various procedures and processes for completing the buying and selling of financial products based on the order of the trader. In this embodiment, when a contract is completed, foreign exchange is bought and sold. In addition, when a contract is completed, the contract information generating unit 13 displays text information, etc., that the contract has been completed on the display unit 22 of the client terminal 2, and also performs a deposit and withdrawal process for the bank account of the client terminal based on the buying and selling price.

[0041] The account status information acquisition unit 14 acquires information on the account status of each of a plurality of financial products in which a given trader is trading.

[0042] The account status information display unit 15 displays the account status information acquired by the account status information acquisition unit 14 on the display unit 22 of the client terminal 2. The account status information display unit 15 displays the account status information in a visible state in an account status display field, which will be described later. The account status information display unit 15 displays the account status information for each type of financial product. The account status information display unit 15 forms an account status display field that is displayed on the display unit 22 of the client terminal 2, and displays the account status information in this account status display field. The account status display field is provided for each predetermined confirmation unit of the account status. This will be described later.

[0043] The time unit display section 151 displays the account status information by setting a predetermined time as a predetermined confirmation unit.

[0044] Event-based display section 152 displays account status information by setting a predetermined event occurrence timing, which is the timing at which a predetermined event occurs, as a predetermined confirmation unit.

[0045] The layout change unit 16 changes the layout order of a plurality of financial products in the account status display field by changing the rule for the layout order from one preset rule to another preset rule.

[0046] Account status information recording unit 17 is a database, and records data used in financial product transaction management device 1. In this embodiment, account status information recording unit 17 is formed by a relational database, but any format suitable for recording and rewriting large amounts of data, such as an object database, may be used. Account status information recording unit 17 records an order table, an account information table that defines information such as the financial institution where the trader's account is located, the account name, and the balance, a currency pair order condition table that defines information such as the combination of currencies to be traded, and a sequence number table (each table is not shown).

[0047] The account status information recording unit 17 stores m (m≧1) pieces of financial product information 18. 1 ,18 2 ,···,18 m Financial Product Information 18 1 ,18 2 ,···,18 m is information for trading financial products traded by the financial product transaction management device 1. Specifically, financial product information 18 1 ,18 2 ,···,18 m Each of these is generated and recorded as information for conducting transactions such as ordering and contracting financial products based on orders made by each trader from the client terminal 2.

[0048] [Account status display screen] 2 and 3 are diagrams showing the account status display screen displayed on the client terminal in this embodiment.

[0049] The account status display screen 30 shown in FIG. 2 and the account status display screen 40 shown in FIG. 3 are image-formed by the account status information display unit 15, transmitted to the client terminal 2, and displayed on the display unit 22 of the client terminal 2. The account status display screens 30, 40 display the profit and loss of a trader's transaction and / or the account status related to the transaction on the display unit 22 of the client terminal 2. "Profit and loss" here refers to the state of profit or loss in any trading period of a financial product. Also, "transaction" here refers to the state of ordering or contracting a financial product, and includes transactions that have been contracted, transactions that have been ordered but not yet contracted, and transactions that are scheduled or expected to be ordered in the future.

[0050] The account status display screens 30, 40 are provided with a first account status display field 31, 41 as an "account status display field" and a second account status display field 32 as an "account status display field".

[0051] The first account status display field 31 of the account status display screen 30 shown in Fig. 2 and the first account status display field 41 of the account status display screen 40 shown in Fig. 3 are display fields in tabular format. In the first account status display fields 31, 41, multiple pieces of summary information on the account status for each "predetermined confirmation unit" of the trader are displayed in tabular format so that they can be viewed.

[0052] The second account status display field 32 of the account status display screen 30 shown in Fig. 2 and the second account status display field 42 of the account status display screen 40 shown in Fig. 3 are fields that display detailed information. Specifically, the second account status display fields 32, 42 display detailed information for the summary information displayed in the first account status display fields 31, 41. In this embodiment, the second account status display fields 32, 42 display information in a text list, but similar to the first account status display fields 31, 41, the information may also be displayed in a table format.

[0053] In addition, the account status display screen 30, 40 has m (m≧1) financial product selection buttons 33. 1 ,33 2 , 33 m is displayed. Financial product selection button 33 1,33 2 , 33 m are buttons that allow a trader to select m types (m≧1) of financial products that can be traded in the financial product transaction management device 1.

[0054] Individual financial product selection buttons 33 1 ,33 2 , 33 m The type of the associated financial product is displayed as an image on the front side of the screen. 1 ,33 2 , 33 m By selecting one of these buttons, the financial product displayed on the selected button can be selected as the subject of a transaction.

[0055] The transaction information of the financial product selected by the trader (order quantity, order price, type of order (e.g., market order, limit order, etc.), order status (e.g., placed, not placed, not yet executed, executed, etc.) is recorded in the account status information recording unit 17 shown in Fig. 1. In this embodiment, the account status information recording unit 17 records the information of all traders who have selected the financial product by pressing the financial product selection button 33. 1 ,33 2 , 33 m The information on the financial instruments you have selected for trading will be displayed for each type of financial instrument in the Financial Instruments Information 18 1 ,18 2 ,···18 m is recorded as.

[0056] [Account Status Display Screen (1: Specified Confirmation Unit)] The first account status display field 31 of the account status display screen 30 shown in FIG. 2 and the first account status display field 41 shown in FIG. 3 are provided for each predetermined confirmation unit of the account status.

[0057] Specifically, the trading status of financial products that changes over time (e.g., placing and executing orders, modifying and canceling orders, etc.) is displayed on the display unit 22 in a visible state based on specified time periods or specified transaction periods, etc.

[0058] As will be described later, in this embodiment, the second account status display field 32 on the account status display screen 30, 40 displays some of the account status information in the first account status display field 31, 41. Therefore, the second account status display field 32 in this embodiment is also provided for each predetermined confirmation unit of the account status.

[0059] Below, we will explain the "predetermined confirmation unit" in two cases: in calendar format and when a specified event occurs. Note that the "predetermined confirmation unit" is not limited to these two cases, and may be any format that allows traders to check account status information.

[0060] [Account status display screen (2: Calendar format)] 2 is a display field in the form of a calendar. This account status display screen 30 is displayed on the display unit 22 of the client terminal 2 by processing of the time unit display section 151 of the account status information display section 15.

[0061] The first account status display field 31 of the account status display screen 30 has k (k≧1) individual display fields 34 in units of days. 1 ,34 2 , 34 k Each individual display column 34 1 ,34 2 , 34 k causes the account status information to be displayed in days, with the "predetermined unit of time" as the "predetermined confirmation unit."

[0062] Individual display field 34 of the first account status display field 31 1 ,34 2 , 34 k In the first individual display field 34, information on the account status of a specific trader for each day of the financial product is displayed. FIG. 2 shows, as an example, a state in which the first account status display field 31 displays information on the account status of a specific trader for a specific month, for example, September 2023. 1The account status information for September 1st is shown in the second individual display field 34. 1 The account status information as of September 2nd will be displayed.

[0063] In FIG. 2, the 26th individual display field 34 26 The figure shows the account status of a specific trader on the corresponding date, Tuesday, September 26, 2023, as "-12 yen," which is the total trading volume of the financial products being traded on that day.

[0064] In addition, individual display column 34 1 ,34 2 , 34 k The account status information displayed in the individual display field 34 may be any information that visually indicates the account status of the financial product to the trader in an easily understandable manner. 1 ,34 2 , 34 k In the individual display field 34, information on the account status for each type of financial product that the trader is trading may be displayed, or the number of orders and contracts may be displayed. 1 ,34 2 , 34 k The units of financial products displayed may be other than Japanese yen (e.g., US dollars, European euros, etc.) or other than currency units (e.g., "kilograms" or "tons" indicating weight, or "times" indicating the number of transactions, etc.).

[0065] The second account status display field 32 displays detailed account status information on a specific date, as well as account status information for other "predetermined time units (here, one month)" including the specific date.

[0066] The second account status display field 32 displays a total volume display field 43. This total volume display field 43 displays a confirmed profit and loss display field 35 that shows the total amount of confirmed profit and loss in another "predetermined unit of time", and total order volume display fields 36, 36 that show the total number of transactions (new and settled) of multiple financial products traded by the trader. In FIG. 2, the total volume display field 43 displays the total amount of confirmed profit and loss and the total number of transactions (new and settled) for the month of September 2023.

[0067] The second account status display field 32 includes j (j≧1) individual order quantity display fields 37 that display the total number of transactions of each financial product on a specific date. 1 ,···37 j In this embodiment, as an example, a specific trader trades two types of financial products, namely, foreign exchange (FX) and futures (NY Dow Jones Industrial Average, US D30). In this case, the individual order volume display field 37 1 ,···37 j There are two (j=2).

[0068] In FIG. 2, the second account status display field 32 includes a specific individual display field 34 1 ,34 2 , 34 k In Figure 2, the details of the account status information displayed in the 26th individual display field 34 are displayed. 26 Detailed account status information for a particular trader as of September 26, 2023, displayed in the second account status display field 32, is displayed.

[0069] In this embodiment, a specific trader operates the operation unit 21 of the client terminal 2 to select an individual display field 34 displayed in the first account status display field 31. 1 ,34 2 , 34 k Any one of the individual display columns, for example, 34 1 Then, the account status information display unit 15 displays the selected individual display field 34. 1The account status information of a specific trader for the date corresponding to the date (September 1, 2023 in Figure 2) is extracted, and details of the extracted account status information are displayed in the second account status display field 32.

[0070] In Figure 2, a specific trader is 26 Click this individual display column 34 26 In this case, the time unit display section 151 displays the clicked individual display field 34 in the second account status display field 32. 26 The present invention provides a method for displaying detailed account status information of a specific trader's financial instruments on September 26, 2023, which corresponds to the date of the transaction, and related information.

[0071] In this embodiment, the second account status display field 32 displays the individual order volume display field 37 in the order of the financial products with the largest trading volume. 1 ,···37 j In this embodiment, the trading volume is the number of transactions per day, which is the "predetermined unit of time," and is displayed in the individual order volume display field 37. 1 ,···37 j displays financial products by type in descending order of the number of transactions per day.

[0072] In the second account status display field 32 of FIG. 2, the transaction results of the futures transaction (US D30) of "4 new transactions, 4 settlements" are displayed in the individual order volume display field 37 above. 1 In addition, in the second account status display field 32 in FIG. 2, the foreign exchange transaction results of "2 new orders, 2 settlements" are displayed in the individual order amount display field 37 below. j That is, the second account status display field 32 displays the account status information of a specific trader on September 26, 2023 in descending order.

[0073] In addition, the individual order amount display field 37 of the second account status display field 32 1 ,···37 jIn the individual order volume display field 37, each financial product may be displayed in ascending order of trading volume (for example, ascending order of trading frequency per day). 1 ,···37 j The individual order volume display field 37 of the second account status display field 32 may display information on the account status of each financial product based on criteria other than the number of transactions, for example, the transaction amount or profit amount for each financial product per day. 1 ,···37 j In the individual order volume display field 37, individual financial instruments may be displayed in order of proximity to a specific reference amount (for example, the average transaction amount of a financial instrument per day). 1 ,···37 j may display individual financial instruments by order type (e.g., limit orders, stop orders, market orders, trigger market orders, etc.).

[0074] [Variations] In the above embodiment, the information to be displayed in the second account status display field 32 was selected by a specific trader through manual operation of the operation unit 21 of the client terminal 2, but this may also be performed by automatic operation of the account status information display unit 15.

[0075] For example, account status information display unit 15 may switch and display the account status information in date order (September 1, September 2, etc.) in predetermined time units (e.g., every 5 seconds), or may switch and display the account status information for days on which there was a change in the account status information in predetermined time units. Furthermore, account status information display unit 15 may switch and display the account status information in order of the amount of change in the account status information (e.g., the number of transactions) in predetermined time units (which may be descending or ascending order). Furthermore, account status information display unit 15 may switch the screen based on the above-mentioned criteria when manual operation of operation unit 21 of client terminal 2 is performed (e.g., clicking on a fixed position in first account status display field 31, etc.).

[0076] In addition, the first account status display field 31 may display information on the account status in a unit other than days as the "predetermined confirmation unit" of the "predetermined time unit." For example, the first account status display field 31 may display information on the account status in the individual display field 34. 1 ,34 2 , 34 k Alternatively, the account status information may be displayed in units of time longer than days, such as by week, month, year, etc. Also, for example, the first account status display field 31 may display the account status information in units of time longer than days, such as by morning / afternoon, hourly, 30-minute, or minutely.

[0077] In addition, the individual display columns 34 for each date shown in FIG. 1 ,34 2 , 34 k may be configured so that the display mode can be arbitrarily changed from among a plurality of display modes such as weekly, monthly, hourly, etc., by operation from the operation unit 21 of the trader's client terminal 2. Such a change in the display mode may be performed by the processing of the layout change unit 16 shown in FIG.

[0078] [Account Status Display Screen (3: Event-based display format)] A modified example of the account status display screen of this embodiment is shown in Fig. 3. This account status display screen 40 is displayed on the display unit 22 when the trader operates the operation unit 21 of the client terminal 2 to click the display change button 38 of the account status display screen 30 shown in Fig. 2.

[0079] The display change button 38 is also displayed on the account status display screen 40, and when the trader clicks on this display change button 38, the account status display screen 40 is changed to the account status display screen 30 shown in FIG.

[0080] The account status display screens 30, 40 are alternately switched by the layout change unit 16. That is, in the account status display device 10 of this embodiment, the layout change unit 16 can alternately switch between the account status display screen 30 shown in Fig. 2 and the account status display screen 40 shown in Fig. 3 in response to a click of the display change button 38 by a trader operating the operation unit 21.

[0081] In this embodiment, in response to a click on the display change button 38, the layout change unit 16 causes the event-based display unit 152 to perform processing to change from a calendar format to an event-based account status display screen 40. In addition, in response to a click on the display change button 38, the layout change unit 16 causes the time-based display unit 151 to perform processing to change from an event-based account status display screen 30 to a calendar format account status display screen 30. Note that in response to a click on the display change button 38, the layout change unit 16 itself may perform processing to display the calendar format account status display screen 30 on the display unit 22 or processing to display the event-based account status display screen 30 on the display unit 22.

[0082] In this embodiment, the layout change unit 16 may be configured to automatically switch between the account status display screens 30 and 40 in a specific situation. In this embodiment, either of the account status display screens 30 and 40 may be displayed on the display unit 22 by default.

[0083] 3 is displayed on the display unit 22 of the client terminal 2 by processing of the event-based display section 152 of the account status information display section 15. A first account status display field 41 is displayed on the account status display screen 40. In the first account status display field 41, information on the account status is displayed in units of "predetermined confirmation units", that is, the timing at which a predetermined event occurs.

[0084] Specifically, the first account status display field 41 in FIG. 3 has h (h≧1) individual display fields 39 1 ,39 2 ,··39 hThis individual display column 39 is displayed. 1 ,39 2 ,··39 h displays the account status of a financial product each time an event occurs. An event here is, for example, the timing at which an individual financial product traded by a specific trader is contracted. However, this event may be any timing other than the contract of an individual financial product traded by a specific trader, such as the timing of placing an order, the timing of setting or changing an order quantity or order price, or the timing of canceling a transaction. Furthermore, events do not need to occur sequentially in chronological order, and multiple events may occur unrelated to the chronological order, or multiple events may occur simultaneously. However, multiple events may occur sequentially in chronological order.

[0085] Individual display field 39 of the account status display screen 40 shown in FIG. 1 ,39 2 ,··39 h In addition, any two or more of these "event groups" may constitute one "event", or each individual display field 39 may be configured to display an event group 1 to an event group 5. 1 ,··39 5 An "event" displayed in one or more lines may also be treated as an "event."

[0086] The first account status display field 41 of the account status display screen 40 of FIG. 1 ,39 2 ,··39 h In this example, one event is displayed on each line. 1 ,··39 5 In the individual display field 39 on the second line, the first event is the placement of a new order. 6 ,··39 10 The second event is the establishment of a new order. 11 ,··3915 In the fourth row, the individual display field 39 displays the placement of a settlement order as the third event. 16 ,··39 20 In the individual display field 39 on the fifth line, the fourth event is the execution of a settlement order. 21 ,··39 h In the "Order Changes" section, the fifth event is displayed as order changes / cancellations (changes to the order price after placing an order (including trailing orders, etc.), changes to the order quantity, order cancellations, etc.). Note that when a specific type of transaction is conducted based on three or more orders, such as an OCO order, "events" other than the above may be displayed on lines 1 to 5, or "events" other than the above may be displayed on lines 6 and onwards.

[0087] Each line, for example, the first line individual display column 39 1 ,··39 5 In the chart, new orders are placed in individual display columns 39 from left to right. 1 ,39 2 ,··39 5 The order is displayed in chronological order. 11 ,··39 h The same criteria are used for displaying the individual items in the first to fifth lines. 1 ,··39 h At least one of the lines or individual display column 39 1 ,··39 h may be displayed in a chronological order other than from left to right.

[0088] Also, individual display column 39 1 ,··39 h The display of events in each column may be different from the manner in which the same event is displayed in chronological order from left to right in each column. For example, 1 ,39 6 ,39 11 ,39 16 ,39 21The first column may display the placement, execution, change, and cancellation of new orders, and the placement, execution, change, and cancellation of settlement orders for specific if-done orders for specific financial products. The second to fifth columns may also display the placement, execution, change, and cancellation of specific if-done orders, just like the first column. Furthermore, each column may display the trading status of orders other than if-done orders, such as individual buy orders, individual sell orders, and OCO orders.

[0089] In addition, when the same event is displayed in each row, financial products and events of financial products with a large (or small) unit of profit obtained (for example, the number of times orders are executed or the order quantity of executed orders) may be displayed from the top row. In addition, when the same event is displayed in each column, financial products and events of financial products with a large (or small) unit of profit obtained (for example, the number of times orders are executed or the order quantity of executed orders) may be displayed from the left column. In this case, the individual display field 39 1 ,··39 h At least one row, column, or individual display field 39 1 ,··39 h At least one of the items may be displayed in a unit different from the unit of the profit obtained.

[0090] Individual display field 39 shown in Figure 3 1 ,39 2 ,··39 h In the above, a specific trader may enter into a specific individual display field, for example, the 22nd individual display field 39. 22 When this is specified, the event unit display section 152 of the account status information display section 15 displays this individual display field 39 22 Detailed information about the event corresponding to this account and information related to this event are displayed in the second account status display field 42.

[0091] Here, the account status display screen 40 of FIG. 3 shows, as an example of a display mode, a case in which multiple financial products (for example, foreign exchange (US dollar / Japanese yen) and futures trading (US D30)) in which a specific client trades are displayed, as in the case of FIG. 2. 22The event shown in the individual display area 39 is the second settlement order in September 2023. 22 may show information regarding the execution of the second if-done settlement order for the second event in September 2023 (shown in the second column).

[0092] In FIG. 3, a specific trader operates the operation unit 21 to display the individual display field 39 in the 4th row and 2nd column. 22 Click this individual display column 39 22 In this case, the event unit display section 152 displays the clicked individual display field 39 in the second account status display field 42. 22 The present disclosure provides detailed information regarding the completion of a foreign exchange settlement order, a financial product, placed for the second time in September 2029, as outlined in the above, and related information.

[0093] The second account status display field 42 includes a total amount display field 43 and an individual order amount display field 37. 1 The configuration of the total amount display field 43 is the same as the total amount display field 43 of the second account status display field 32 shown in FIG. 1 The second account status display field 42 shows details of transactions of a specific customer that were made in September 2023, which is a collection of specific events including the information displayed in the individual order amount display field 37. Although not shown in FIG. 3, the second account status display field 42 shows details of transactions of a specific customer that were made in September 2023, which is a collection of specific events including the information displayed in the individual order amount display field 37. 1 may be displayed multiple times (i.e. multiple events in parallel).

[0094] Although not shown in FIG. 3, the second account status display field 42 includes an individual order amount display field 37. 1 The second account status display field 42 may display information such as the contract date and time, the contract price, and the contract amount of the financial product displayed in the second account status display field 42. Note that the event information displayed in the second account status display field 42 may be any information other than the above.

[0095] [Variations] The first account status display field 41 may display account status information in units other than individual events, using the "timing of occurrence of a specified event" as the "specified confirmation unit." For example, the first account status display field 41 may display account status information in units from ordering to contracting an individual financial product, or in units of ordering and contracting multiple financial products.

[0096] In addition, the individual display columns 39 for each individual event shown in Figure 3 1 ,39 2 ,··39 h to a display mode based on the timing of occurrence of another event. For example, the display for each individual event may be changed to a display from ordering to contracting of each financial product, or a display based on ordering and contracting of multiple financial products, by operation of the operation unit 21 of the client terminal 2 of the trader. Such a change in the display mode may be performed by the processing of the layout change unit 16 shown in FIG. 1.

[0097] [Effects] As described above, in this embodiment, information on the account status of each of a plurality of financial products traded by an arbitrary trader is acquired, and the acquired account status information is displayed in a visually recognizable state for each type of financial product in the first account status display field 31 and the second account status display field 32 provided for each predetermined confirmation unit of the account status. Then, for a trader who trades a plurality of financial products, the account status showing the process and result of the transaction can be visually displayed via the display means for each predetermined confirmation unit suitable for confirming and examining the process and result of the transaction. Therefore, the trader can confirm the past transaction results in the transaction of the plurality of financial products and consider and predict the acquisition of future profit opportunities based on the display. As a result, the transaction results of the transaction of the plurality of types of financial products can be displayed in a manner that facilitates the trader's profit securing and confirmation of the results of the secured profit, thereby improving the convenience of the trader's transaction.

[0098] In this embodiment, the individual display field 34 of the first account status display field 31 1 ,34 2, 34 k Then, the second account status display field 32 displays account status information for a predetermined period of time. Then, the trader can be made to periodically check the account statuses of multiple financial products at predetermined intervals. This makes it possible to improve the convenience of trading for the trader.

[0099] In this embodiment, the individual display field 39 of the first account status display field 41 1 ,39 2 ,··39 h Then, the second account status display field 42 displays account status information based on the timing of a specified event occurrence. This allows traders to check the account status of multiple financial products in real time every time an event occurs. This improves the convenience of trading for traders.

[0100] In this embodiment, the individual display field 34 of the first account status display field 31 is set to a date. 1 ,34 2 , 34 k are arranged in a calendar format to visually display account status information. By displaying account status information to traders in a regular arrangement similar to that of a calendar for each specified time unit, the account status information can be displayed in a display format that is easy for traders to view and intuitively grasp the overall situation. This can improve the convenience of trading for traders.

[0101] In this embodiment, the individual order amount display field 37 of the second account status display field 32 1 ,···37 j In the display, multiple financial instruments are arranged in an order that depends on the unit of profit. This allows traders to easily and intuitively grasp the profit-earning status of multiple financial instruments they are trading based on the order of arrangement. This improves the convenience of trading for traders.

[0102] In this embodiment, the individual order amount display field 37 of the second account status display field 321 ,···37 j In the display, a plurality of financial products are displayed in order of the number of successful trades of the financial products as a unit of profit. This allows traders to easily and intuitively grasp, from the order of arrangement, the financial products with the greatest number of successful trades and the greatest opportunities to make profits. This improves the convenience of trading for traders.

[0103] In this embodiment, the arrangement change unit 16 changes the arrangement order of financial instruments by changing the arrangement order rule from one rule to another rule. A plurality of financial instruments can be displayed in the first account status display field 31 and the second account status display field 32 by changing the arrangement order rule. Therefore, a trader can intuitively grasp the account status of a plurality of financial instruments from multiple perspectives by selectively using a plurality of display modes for the information on the account status of a plurality of financial instruments or by changing the display mode. This can improve the convenience of trading for the trader.

[0104] It goes without saying that the above-described embodiments are merely examples of the present invention, and that the present invention is not limited to only the above-described embodiments. [Explanation of symbols]

[0105] 10. Account status display device 14...Account status information acquisition unit (account status information acquisition means) 15 Account status information display unit (account status information display means) 16... Layout change unit (layout change means) 31. First account status display field (account status display field) 32...Second account status display field (account status display field) 34 1 ,34 2 , 34 k ···Individual display column (account status display column) 37 1 ,···37 j ···Individual order amount display field (account status display field) 39 1,39 2 ,··39 h ···Individual display column (account status display column)

Claims

1. 1. An account status display device that visually displays at least a part of a financial product's profit and loss and / or account status related to a transaction in a tabular format to a trader on a display means of a trader's terminal, comprising: an account status information acquisition means for acquiring information on the account status of each of a plurality of financial products in which a trader is trading; an account status display means for displaying the account status information acquired by the account status information acquisition means on the display means of the trader terminal; The account status display means includes: a first account status display section in which a plurality of individual display sections for displaying the account status for each predetermined confirmation unit are arranged in a predetermined array; and a second account status display field in which transaction information for each type of financial product in the specified confirmation unit and / or information on all transactions of the financial product in the specified confirmation unit are displayed, the second account status display field being associated with the first account status display field, The second account status display field includes a total amount display field that displays information on a predetermined transaction displayed in all of the individual display fields provided in the first account status display field. An account status display device characterized by:

2. 2. The account status display device according to claim 1, wherein the total amount display field is configured to display the information on the predetermined transaction for each of a plurality of transaction types.

3. the second account status display field includes an individual order volume display field for displaying, for each type of financial product, the account status displayed in any one of the individual display fields provided in the first account status display field, the individual display field being designated by a predetermined operation of the trader; 2. The account status display device according to claim 1, wherein in the individual order amount display field, the plurality of account statuses are displayed arranged in ascending or descending order from one side to the other based on a predetermined profit unit of the account status.

4. 2. An account status display device according to claim 1, wherein said predetermined confirmation unit is set in units of a predetermined time.

5. 2. The account status display device according to claim 1, wherein the predetermined confirmation unit is set in units of a predetermined event occurrence timing, which is the timing at which a predetermined event occurs at which the financial product is traded.

6. The account status display device as described in claim 4, characterized in that the account status display means displays the first account status display field, in which the specified time unit as the specified confirmation unit is set as a day unit, in a calendar format as an image.

7. The account status display device as described in claim 5, characterized in that the account status display means defines the specified events as including the placing of a new order for an if-done order, the completion of the new order for the if-done order, the placing of a settlement order for the if-done order, and the completion of the settlement order for the if-done order, and displays the first account status display column as an array for each of the specified events.

8. 4. The account status display device according to claim 3, wherein the unit of profit is the number of times a transaction of the financial product is concluded.

9. An account status display device as described in claim 6 or 7, characterized in that it is provided with an arrangement change means for changing the order of arrangement of the multiple financial products in the first account status display column from one predetermined rule to another predetermined rule, thereby changing the order of arrangement.

10. An account status display system comprising: an account status display device that visually displays to a trader, in tabular form, at least a portion of the profit and loss of a financial product and / or the account status relating to a transaction, on a display means of a trader terminal handled by the trader; and a trader terminal having the display means and communicably connected to the account status display device, an account status information acquisition means for acquiring information on the account status of each of a plurality of financial products in which a trader is trading; an account status display means for displaying the account status information acquired by the account status information acquisition means on the display means of the trader terminal; The account status display means includes: a first account status display section in which a plurality of individual display sections for displaying the account status for each predetermined confirmation unit are arranged in a predetermined array; and a second account status display field in which transaction information for each type of financial product in the specified confirmation unit and / or information on all transactions of the financial product in the specified confirmation unit are displayed, the second account status display field being associated with the first account status display field, The second account status display field includes a total amount display field that displays information on a predetermined transaction displayed in all of the individual display fields provided in the first account status display field. An account status display system.

11. An account status display terminal comprising: an account status display device that visually displays in a tabular form to a trader at least a portion of the profit and loss of a financial product and / or the account status related to a transaction on a display means of a trader terminal handled by the trader; and a trader terminal having the display means and communicably connected to the account status display device, The account status display device includes: an account status information acquisition means for acquiring information on the account status of each of a plurality of financial products in which a trader is trading; an account status display means for displaying the account status information acquired by the account status information acquisition means on the display means of the trader terminal; The display means of the account status display terminal includes: a first account status display section in which a plurality of individual display sections for displaying the account status for each predetermined confirmation unit are arranged in a predetermined array; a second account status display field that displays transaction information for each type of financial product in the specified confirmation unit and / or information on all transactions of the financial product in the specified confirmation unit, the second account status display field being associated with the first account status display field; The second account status display field includes a total amount display field that displays information on a predetermined transaction displayed in all of the individual display fields provided in the first account status display field. An account status display terminal.

Images