Information processing device, method, program

Abstract

To make it easier to decide whether or not to trade financial products, and to encourage trading even more. [Solution] The memory unit is configured to store information on the user's holdings of each stock in response to each user buying and selling the stocks that are the target of trading. The program causes one or more computer processors to perform the following steps: extract a predetermined number of stocks as candidate stocks from the stocks that are the target of trading, based on the number of each stock that each user holds; calculate an index that fluctuates according to the market price of each candidate stock, based on the market price of the trading price of each of the extracted predetermined number of candidate stocks; and present the calculated index to the user.

Description

Technical Field

[0001] The present disclosure relates to an information processing apparatus, method, and program.

Background Art

[0002] Services for assisting in trading financial products, such as stock investment, are provided. For example, services that enable trading of financial products via the Internet and services prepared for smartphones have emerged.

[0003] Patent Document 1 describes a technique for enabling remote trading of financial products through a network in online stock trading. Patent Document 1 describes a technique for "enabling a user to easily issue a sell order for a financial product to a securities company or the like with a one-touch operation, particularly by standardizing the way the user gives trading instructions." Specifically, it describes "a financial product trading system that displays an icon screen including icons corresponding to a plurality of stocks extracted in advance within the same screen, so that a screen for performing a transaction corresponding to a desired stock can be displayed by simply selecting an icon."

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0005] As described above, any user who can select the financial products for trading can search for and trade desired stocks while referring to information such as investment-related news articles and indicators from government announcements.

[0006] However, deciding which stocks to invest in is not easy. Furthermore, in services like social networking services (SNS), where users can interact with each other, there are instances where users share information about the stocks they trade. However, even in this case, evaluating the investment performance of various users is not easy, and therefore, determining how much to rely on the information shared by these users is also difficult.

[0007] The purpose of this disclosure is to make it easier to decide whether or not to trade financial products, and to encourage trading. [Means for solving the problem]

[0008] To solve the above problems, a program is provided for operating a computer equipped with one or more computer processors. The memory unit is configured to store information on the user's holdings of each security, corresponding to each user's buying and selling transactions of the securities that are the subject of trading. The program causes one or more computer processors to perform the following steps: extract a predetermined number of securities as candidate securities from the securities that are the subject of trading, based on at least the number of securities each user holds; calculate an index that fluctuates according to the market price of each of the extracted predetermined number of candidate securities, based on the market price of each candidate securities; and present the calculated index to the user. [Effects of the Invention]

[0009] This disclosure makes it easier to decide whether or not to trade financial products, thereby encouraging trading. More specifically, it allows users to judge the performance of their investment actions based on calculated indicators, making it easier to determine how much to consider each user's investment actions and whether they are good investment actions, thereby encouraging trading. [Brief explanation of the drawing]

[0010] [Figure 1] Figure 1 shows the configuration of System 1. [Figure 2] Figure 2 shows the configuration of server 20. [Figure 3] Figure 3 shows the configuration of terminal 10. [Figure 4] Figure 4 shows the data structure of the user database 211. [Figure 5] Figure 5 shows the data structure of the stock trading database 212. [Figure 6] Figure 6 shows the data structure of the posting history database 213. [Figure 7] Figure 7 shows the data structure of the stock valuation database 214. [Figure 8] Figure 8 is a diagram illustrating the process of receiving user posts and making them viewable by other users on a social networking service (SNS). [Figure 9] Figure 9 shows the process flow for displaying user posts on social media and presenting an operation screen in response to an operation to select a stock. [Figure 10] Figure 10 shows the process flow for receiving user interest in a particular stock via touch input. [Figure 11] Figure 11 shows the process flow for identifying and presenting recommended stocks to the user. [Figure 12] Figure 12 shows an example of a screen that displays each user's posts on a social networking service (SNS) timeline. [Figure 13] Figure 13 is an example of a screen that displays information about the stocks the user is trading, user rankings, etc., while also showing the search screen. [Figure 14] Figure 14 is an example of a screen that displays information about a stock, including information about the user who traded that stock, in response to the user's operation to select the stock. [Figure 15] Figure 15 is an example of a screen that displays information about a stock, including information about the user who traded that stock, in response to the user's operation to select the stock. [Figure 16]FIG. 16 is an example of a screen that displays information on stocks, including information on users who have traded the stocks, in response to an operation by a user who designates a stock. [Figure 17] FIG. 17 is an example of a screen that displays information including a portfolio as a trading record of a designated user in response to an operation that designates a user. [Figure 18] FIG. 18 is an example of a screen when accepting the presence or absence of a user's interest in a stock by a touch operation. [Figure 19] FIG. 19 is an example of a screen when accepting the presence or absence of a user's interest in a stock by a touch operation. [Figure 20] FIG. 20 is an example of a screen when accepting the presence or absence of a user's interest in a stock by a touch operation. [Figure 21] FIG. 21 is a diagram showing the data structure of the index stock database 215. [Figure 22] FIG. 22 is a diagram showing the flow of a process of extracting stocks that constitute an index and calculating an index based on the extracted stocks. [Figure 23] FIG. 23 is a diagram showing the flow of a process of trading stocks that constitute an index by accepting an operation of trading by designating an index. [Figure 24] FIG. 24 is an example of a screen of an operation screen that displays an index and accepts a transaction for the index.

MODE FOR CARRYING OUT THE INVENTION

[0011] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In all the drawings for describing the embodiments, common components are denoted by the same reference numerals, and repeated descriptions are omitted. Note that the following embodiments do not unduly limit the content of the present disclosure described in the claims. Also, not all of the components shown in the embodiments are essential components of the present disclosure. Also, each figure is a schematic diagram and is not necessarily drawn precisely.

[0012] Furthermore, in the following description, "processor" refers to one or more processors. At least one processor is typically a microprocessor such as a CPU (Central Processing Unit), but may be another type of processor such as a GPU (Graphics Processing Unit). At least one processor may be single-core or multi-core.

[0013] Furthermore, at least one processor may be a broad-sense processor, such as a hardware circuit that performs some or all of the processing (e.g., an FPGA (Field-Programmable Gate Array) or an ASIC (Application Specific Integrated Circuit)).

[0014] Furthermore, in the following explanation, we may use expressions such as "xxx table" to describe information that yields an output for a given input. This information can be data with any structure, or it can be a learning model such as a neural network that generates an output for a given input. Therefore, "xxx table" can be referred to as "xxx information."

[0015] Furthermore, in the following explanation, the structure of each table is just an example; one table may be divided into two or more tables, or all or part of two or more tables may be a single table.

[0016] Furthermore, in the following explanation, the subject of the process may sometimes be "program," but since a program is executed by a processor and performs defined processes using the memory and / or interface as appropriate, the subject of the process may also be the processor (or a device such as a controller that has that processor).

[0017] The program may be installed on a device such as a computer, or it may reside on a program distribution server or a computer-readable (e.g., non-temporary) recording medium. Furthermore, in the following description, two or more programs may be implemented as a single program, or one program may be implemented as two or more programs.

[0018] Furthermore, in the following explanation, identification numbers are used as identification information for various objects, but other types of identification information (for example, identifiers including letters or symbols) may also be used.

[0019] Furthermore, in the following explanations, when describing similar elements without distinction, a reference code (or a common code among reference codes) may be used, and when describing similar elements with distinction, the element's identification number (or reference code) may be used.

[0020] Furthermore, in the following explanation, only control lines and information lines deemed necessary for the explanation are shown, and not all control lines and information lines in the product are necessarily shown. All components may be interconnected.

[0021] <Outline of the Embodiment> The following outlines an embodiment of this invention.

[0022] The first embodiment describes a device for providing SNS (Social Networking Service) functionality and a financial instrument trading system. To encourage interaction among users who make investments, the device displays each user's portfolio and information on securities corresponding to each user's investment actions (results of securities trading). This promotes interaction among users and encourages users to make their own investments by referring to the investment actions of other users.

[0023] In the second embodiment, the process of calculating an index in accordance with the investment behavior of users of the service provided by the server 20 will be described. More specifically, in the second embodiment, stocks that make up the index are extracted based on stocks popular with each user, and an index is calculated that fluctuates according to the market price of the extracted stocks. For example, based on the investment behavior of each user, the market capitalization of each stock according to the user's holdings is calculated in the service based on the total number of each stock held by each user, thereby extracting stocks that are popular with each user.

[0024] <First Embodiment> <1.1 System Configuration Diagram> Figure 1 shows the configuration of System 1.

[0025] System 1, shown in Figure 1, includes a server 20, a trader's terminal 10, an exchange server 30, an investment information service server 40 that provides investment information to traders, and a server 50 for another social networking service different from that provided by server 20. These devices communicate with each other via a network 80.

[0026] Server 20 is a device that provides SNS (Social Networking Service) functionality and a financial instrument trading system. As part of its SNS functionality, Server 20 facilitates interaction among users by allowing them to mutually view the results of posts made by other users.

[0027] The exchange's server 30 is a system for trading financial products and is a device that distributes information such as the trading price and order quantity of the securities being traded.

[0028] The investment information service server 40 is a device that provides traders with information such as indicators announced by the government, IR information from listed companies, and expert columns.

[0029] The other SNS server 50 is a service that promotes interaction between users by allowing each user to view the results of posts made by other users. For example, a user on terminal 10 has an SNS account provided by the other SNS server 50.

[0030] In the illustrated example, terminal 10 is shown as an example of a user's terminal that utilizes the SNS function and financial instrument trading system provided by server 20. Each user is operating their own terminal.

[0031] In this embodiment, each device (terminal device, server, etc.) can also be considered as an information processing device. That is, the collection of each device can be considered as a single "information processing device," and System 1 may be formed as a collection of multiple devices. The way in which the multiple functions required to realize System 1 according to this embodiment are distributed to one or more hardware can be appropriately determined in view of the processing capacity of each hardware and / or the specifications required for System 1.

[0032] Terminal 10 is a device operated by the user. Terminal 10 can be implemented, for example, as follows: • Handheld mobile devices such as smartphones and tablets • Stationary PCs (Personal Computers), Laptop PCs • Wearable devices worn by the user (watch-type, glasses-type, etc.) Terminal 10 includes a communication interface (IF) 12, an input device 13, an output device 14, memory 15, storage 16, and a processor 19.

[0033] The communication interface 12 is an interface for inputting and outputting signals so that terminal 10 can communicate with an external device.

[0034] The input device 13 is a device for receiving input operations from the user (for example, a touch panel, touchpad, pointing device such as a mouse, keyboard, etc.).

[0035] The output device 14 is a device (such as a display or speaker) for presenting information to the user.

[0036] Memory 15 is for temporarily storing programs and data processed by programs, etc., and is a volatile memory such as DRAM (Dynamic Random Access Memory).

[0037] Storage 16 is for storing data, and can be, for example, flash memory or an HDD (Hard Disk Drive).

[0038] The processor 19 is hardware for executing the instruction set described in the program, and consists of an arithmetic unit, registers, peripheral circuits, etc.

[0039] The server 20 includes a communication interface 22, an input / output interface 23, memory 25, storage 26, and a processor 29.

[0040] Communication IF22 is an interface for inputting and outputting signals so that the server 20 can communicate with external devices.

[0041] Input / Output IF23 functions as an interface between an input device for receiving user input operations and an output device for presenting information to the user.

[0042] Memory 25 is for temporarily storing programs and data processed by programs, etc., and is a volatile memory such as DRAM (Dynamic Random Access Memory).

[0043] Storage 26 is for storing data, and can be, for example, flash memory or an HDD (Hard Disk Drive).

[0044] The processor 29 is hardware for executing the instruction set described in the program, and consists of an arithmetic unit, registers, peripheral circuits, etc.

[0045] <1.2 Functional Configuration of Server 20> Figure 2 shows the configuration of server 20. As shown in Figure 2, server 20 functions as a communication unit 201, a storage unit 202, and a control unit 203.

[0046] The communications unit 201 performs processing to enable the server 20 to communicate with external devices.

[0047] The memory unit 202 stores various databases, such as the user database 211, the stock trading database 212, the posting history database 213, the stock evaluation database 214, and the indicator stock database 215.

[0048] User database 211 is a database that manages information for each user. Further details will be provided later.

[0049] The stock trading database 212 is a database that manages the trading history of each user's financial instruments. Further details will be provided later.

[0050] The posting history database 213 is a database that manages the posting history of each user within the SNS function. Further details will be provided later.

[0051] The stock evaluation database 214 is a database that manages the results of each user's evaluation of the tradability of financial instruments. Further details will be provided later.

[0052] The Index Stock Database 215 is a database that manages information on the stocks that make up an index, the index value of the index, and other relevant data, for indices calculated based on users' investment behavior and stock holdings. Further details will be provided later.

[0053] The control unit 203 is realized when the processor 29 reads a program stored in the memory unit 202 and executes instructions contained in the program. By operating according to the program, the control unit 203 performs the functions shown as the reception control module 2041, transmission control module 2042, user management module 2043, stock recommendation module 2044, posting processing module 2045, stock trading module 2046, evaluation processing module 2047, and indicator calculation module 2048.

[0054] The receive control module 2041 controls the process by which the server 20 receives signals from external devices according to a communication protocol.

[0055] The transmission control module 2042 controls the process by which the server 20 transmits signals to external devices according to a communication protocol.

[0056] The user management module 2043 is a module for managing information for each user using System 1. Specifically, the user management module 2043 accepts registration of each user's information and updates the user database 211.

[0057] The stock information module 2044 is a program module that performs the process of presenting stock information to the user.

[0058] The stock information module 2044 presents stock information to the user in the following manner: • In response to a user selecting a stock by tapping its icon, the system displays information about the selected stock (such as a chart of the trading price and information about users who have traded that stock). • Instead of the user specifying a stock icon, the system displays recommended stock icons in response to accessing services provided by Server 20, etc. The posting processing module 2045 is a program module that, in the SNS function, receives posts from users and updates the posting history database 213, and allows users to view each other's posts by referring to the posting history database 213.

[0059] The stock trading module 2046 is a program module that receives orders from users for stocks and updates the stock trading database 212 according to the order details.

[0060] The stock trading module 2046 processes orders received from users either by sending them to the exchange server 30 that mediates the trade, or by conducting an over-the-counter transaction with the operator that runs the server 20.

[0061] The evaluation processing module 2047 is a program module that receives evaluations from users regarding the likelihood of trading a particular stock and updates the stock evaluation database 214 accordingly.

[0062] The evaluation processing module 2047 accepts the following evaluations from the user: • Evaluation indicating a desire to buy the stock • Evaluation indicating a lack of interest in the brand. • A rating indicating that the stock will be added to the watchlist to consider whether or not to buy it. The index calculation module 2048 is a program module that performs the process of calculating an index based on the user's investment behavior and stock holdings.

[0063] More specifically, the index calculation module 2048 extracts the stocks that make up the index, calculates the index according to the extracted stocks, and performs stock replacements (rebalancing), etc.

[0064] <1.3 Configuration of Terminal 10> Figure 3 shows the configuration of terminal 10.

[0065] As shown in Figure 3, terminal 10 includes multiple antennas (antenna 111, antenna 112), communication units corresponding to each antenna (first communication unit 120, second communication unit 121), an input device 130 (including a touch-sensitive device 131), a display 132, an audio processing unit 140, a microphone 141, a speaker 142, a position information sensor 150, a camera 160, a motion sensor 170, a storage unit 180, and a control unit 190. Terminal 10 also has functions and configurations not specifically shown in Figure 3 (for example, a battery for maintaining power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.). As shown in Figure 3, each block included in terminal 10 is electrically connected by a bus or the like.

[0066] Antenna 111 radiates signals emitted by terminal 10 as radio waves. Antenna 111 also receives radio waves from space and provides the received signals to first communication unit 120.

[0067] Antenna 112 radiates signals emitted by terminal 10 as radio waves. Antenna 112 also receives radio waves from space and provides the received signals to the second communication unit 121.

[0068] The first communication unit 120 performs modulation and demodulation processing, etc., for the terminal 10 to transmit and receive signals via the antenna 111 in order to communicate with other wireless devices. The second communication unit 121 also performs modulation and demodulation processing, etc., for the terminal 10 to transmit and receive signals via the antenna 112 in order to communicate with other wireless devices. The first communication unit 120 and the second communication unit 121 are a communication module that includes a tuner, an RSSI (Received Signal Strength Indicator) calculation circuit, a CRC (Cyclic Redundancy Check) calculation circuit, a high-frequency circuit, etc. The first communication unit 120 and the second communication unit 121 perform modulation and demodulation, frequency conversion, etc., of the wireless signals transmitted and received by the terminal 10, and provide the received signal to the control unit 190.

[0069] The input device 130 has a mechanism for receiving user input operations. Specifically, the input device 130 is configured as a touchscreen and includes a touch-sensitive device 131. The touch-sensitive device 131 receives user input operations of the terminal 10. The touch-sensitive device 131 detects the user's contact position with the touch panel, for example, by using a capacitive touch panel. The touch-sensitive device 131 outputs a signal indicating the user's contact position detected by the touch panel to the control unit 190 as an input operation.

[0070] The display 132 displays data such as images, videos, and text in accordance with the control of the control unit 190. The display 132 is implemented by, for example, an LCD or an organic EL display.

[0071] The audio processing unit 140 modulates and demodulates the audio signal. The audio processing unit 140 modulates the signal received from the microphone 141 and provides the modulated signal to the control unit 190. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is implemented, for example, by an audio processing processor. The microphone 141 receives an audio input and provides the audio signal corresponding to that audio input to the audio processing unit 140. The speaker 142 converts the audio signal received from the audio processing unit 140 into sound and outputs the sound to the outside of the terminal 10.

[0072] The location information sensor 150 is a sensor that detects the location of the terminal 10, and is, for example, a GPS (Global Positioning System) module. A GPS module is a receiving device used in a satellite positioning system. In a satellite positioning system, signals are received from at least three or four satellites, and the current location of the terminal 10, which is equipped with a GPS module, is detected based on the received signals.

[0073] Camera 160 is a device that receives light using a photodetector and outputs it as an image. Camera 160 is, for example, a depth camera that can detect the distance from camera 160 to the object being photographed.

[0074] The motion sensor 170 includes an acceleration sensor, an angular velocity sensor, etc., and detects the movement of the terminal 10.

[0075] The storage unit 180 is composed of, for example, flash memory and stores data and programs used by the terminal 10. The various types of information stored in the storage unit 180 will be described later.

[0076] The control unit 190 controls the operation of the terminal 10 by reading the program stored in the memory unit 180 and executing the instructions contained in the program. The control unit 190 is, for example, an application processor. By operating according to the program, the control unit 190 performs the functions of an operation reception unit 191, a transmission / reception unit 192, a data processing unit 193, a notification control unit 194, and a memory control unit 195.

[0077] The operation reception unit 191 processes input operations from the user to an input device such as a touch-sensitive device 131. Based on the coordinate information of the touch-sensitive device 131 where the user's finger or the like has made contact, the operation reception unit 191 determines the type of operation, such as whether the user's operation is a flick operation, a tap operation, or a drag (swipe) operation.

[0078] The transmitting / receiving unit 192 performs processing to enable the terminal 10 to send and receive data with an external device such as a server 20 in accordance with a communication protocol.

[0079] The data processing unit 193 performs calculations on the data received as input by the terminal 10 according to the program and outputs the calculation results to memory or other locations.

[0080] The notification control unit 194 performs the following processes: displaying the display image on the display 132, outputting sound to the speaker 142, and generating vibrations.

[0081] The memory control unit 195 controls the storage of data to the memory unit 180.

[0082] The various types of information stored by the memory unit 180 will now be explained. In a given scenario, the memory unit 180 stores various types of information, such as user information 181 and SNS account information 182.

[0083] User information 181 is information about a user who uses the services of server 20. User information 181 includes, for example, information such as the user's login ID.

[0084] SNS account information 182 is information about a user's account on a different social networking service (SNS) than the one provided by server 20. SNS account information 182 includes information such as the user's ID on that other SNS.

[0085] <Data structure> Figure 4 shows the data structure of the user database 211. The user database 211 includes the following items: "User ID", "Name", "Profile", "Number of Followers", "Account Balance", "Portfolio", "Portfolio Privacy Settings", and "Follower Asset Score".

[0086] The "User ID" field is information that identifies each user.

[0087] The "Name" field contains information indicating the user's name.

[0088] Specifically, the item "Name" includes information about the name that a user has set to be displayed as the poster's name to other users in the SNS function provided by server 20.

[0089] The "Profile" field contains information that shows the user's profile.

[0090] Specifically, the item "Profile" includes information that a user has set to present to other users as their profile in the SNS function provided by server 20.

[0091] The "Followers" item shows the number of other user accounts that the user is following.

[0092] Specifically, the item "Followers" includes information on the number of accounts of users being followed, which is compiled by referring to the following list (which includes information on the user who performed the following operation, the user who was followed, and the date and time of the following, as well as information on the operation history when a user unfollows), although this is not shown in the diagram.

[0093] When a user follows another user, that user and that other user are associated and registered in the follow list. The manner in which users are associated with each other may be as follows: • Approval status Users who follow other users do not require the approval of those users. A feature that requires the approval of another user before a user can follow them. • How each user is registered to the list A system where a user can unilaterally follow other users, and the list of other users a user follows does not necessarily match the list of followers of that user. When users are linked, other users are registered in each user's list as friends or in some other similar manner. The "Follower Count" item contains information about the number of accounts that are followers.

[0094] Specifically, the "Follower Count" item includes information on the number of other user accounts that are following the user, which is compiled by referring to the follower list (not shown in the diagram).

[0095] The "Account Balance" item contains information about the balance that users can use to place buy orders for financial products, etc.

[0096] The "Portfolio" item contains information about the breakdown (portfolio) of the stocks the user owns.

[0097] Specifically, the "Portfolio" item includes the following information about the securities held by the user: • Company identification information (ticker) • Average trading price of a stock (The average trading price can be determined by referring to the stock trading database 212 and aggregating each order.) • The quantity of the stock held by the user Server 20 can aggregate this information on the securities held by the user and compare it with real-time trading prices to determine the valuation and profit / loss amount of the financial assets held by the user.

[0098] The "Portfolio Privacy Settings" item allows you to configure whether or not to make information about the securities you hold public to other users.

[0099] Specifically, the item "Portfolio Public Settings" contains information obtained from the user regarding whether or not to make their portfolio public to other users using the SNS function provided by server 20.

[0100] The "Follower Asset Score" item is information resulting from an evaluation of the user.

[0101] Specifically, the item "Follower Asset Score" includes score information identified as a result of evaluating the user, as follows: • A score calculated based on the results of trading the stocks of users you follow. Specifically, it is the total score of the financial assets of users you follow. The score may be calculated at regular intervals (for example, weekly), or it may be calculated as needed when a user's information is made available to other users (for example, when a user's posts are made available to other users, or when a user is selected and their information is displayed).

[0102] Figure 5 shows the data structure of the stock trading database 212. The stock trading database 212 includes the following items: "Transaction ID", "User ID", "Transaction Date and Time", "Exchange", "Traded Stock", "Average Trading Price", "Transaction Quantity", "Buy / Sell Order", and "Execution Amount".

[0103] The "Transaction ID" field is information that identifies each transaction in which a security was traded by the user.

[0104] The "User ID" field is information that identifies the user.

[0105] Specifically, the item "User ID" corresponds to the item "User ID" in user database 211.

[0106] The "Transaction Date and Time" field contains information about when the stock was traded.

[0107] Specifically, the "Transaction Date and Time" item includes information about the timing when a buy or sell order was executed.

[0108] The item "Exchange" contains information about exchanges for financial products.

[0109] The item "Traded Security" is information that identifies the security that was traded.

[0110] The item "Average Trading Price" is information about the average trading price when a transaction for a particular security is completed.

[0111] Specifically, the item "Average Transaction Price" includes information on the average transaction price calculated based on the transaction price of each individual transaction, according to the quantity (number of shares) ordered by the user.

[0112] The item "Transaction Quantity" contains information about the quantity that was traded.

[0113] Specifically, the item "Transaction Quantity" includes information on the number of shares traded in the case of stock transactions.

[0114] The "Buy / Sell Order" item indicates whether the transaction is a buy order or a sell order.

[0115] The item "Contract Amount" contains information about the amount agreed upon in the transaction.

[0116] Figure 6 shows the data structure of the posting history database 213. The posting history database 213 includes the following items: "Post ID", "User ID", "Post Date and Time", "Post Content", "Stocks Included in Post", "Portfolio Attachment", "Original Post", and "Reaction".

[0117] The "Post ID" field is information that identifies each post made by each user within the SNS function provided by server 20.

[0118] The "User ID" field is information that identifies the user.

[0119] Specifically, the item "User ID" corresponds to the item "User ID" in user database 211.

[0120] The "Posting Date and Time" field indicates the timing of the post.

[0121] The "Post Content" field contains information about the content posted by each user.

[0122] Specifically, the item "Post Content" includes information on posts that are accepted in a manner that includes information identifying each trading instrument, such as stocks and foreign exchange (for example, a combination of a specific symbol and the identifying information of the instrument (ticker, etc.)) in the text entered by each user.

[0123] The item "Stocks included in the post" refers to information about stocks that are identified by those stocks, if such information is included in the content posted by each user.

[0124] Specifically, the item "Brands included in the post" contains information that results from server 20's determination of whether each user's post contains information that identifies a brand.

[0125] The item "Portfolio Attachment" indicates whether or not the content posted by each user includes information about the user's portfolio.

[0126] Specifically, the item "Portfolio Attachment" includes information that was determined to indicate that the user's post contains information specifying a portfolio, as follows: • In the SNS function provided by Server 20, when a user makes a post, the server accepts information specifying that the portfolio should be made public (for example, using a specific symbol in the post content, or accepting an operation on the user interface to include the portfolio in the post), and determines that the portfolio has been made public. The item "Original Post" is the identifier of other related posts when a post is replied to in the form of a thread.

[0127] The "Reactions" section contains information about the reactions other users have made to a post.

[0128] Specifically, the "Reactions" item may include information about the reactions other users have made to the post, as follows: • When a reaction button such as "Like" is pressed in association with a displayed post, information identifying the reaction (like, etc.) and the number of reactions performed by each user are recorded. Figure 7 shows the data structure of the stock evaluation database 214. The stock evaluation database 214 includes the following items: "Evaluation ID", "User ID", "Stock Recommendation Date and Time", "Recommended Stock", "Evaluation Result", "Evaluation Operation Date and Time", and "Stock Details".

[0129] The "Rating ID" field is information that identifies each rating a user has given to a particular stock.

[0130] Specifically, the item "Evaluation ID" is, The "User ID" field is information that identifies the user.

[0131] Specifically, the item "User ID" corresponds to the item "User ID" in user database 211.

[0132] The item "Stock Presentation Date and Time" contains information about when the stock to be evaluated was presented to the user.

[0133] The item "Presented Stocks" is information that identifies the stocks presented to the user as subjects for evaluation.

[0134] Specifically, the item "Proposed Stocks" corresponds to the information identifying each stock, as shown in the item "Trading Stocks" in the stock trading database 212.

[0135] The "Evaluation Results" section contains information about the user's evaluation of each stock.

[0136] Specifically, the "Evaluation Results" item includes information on the results of users' evaluations of each stock, including evaluations from one of several levels, as follows: I want to buy it Not interested • Added to watchlist (Not yet interested enough to want to buy) The item "Evaluation Operation Date and Time" contains information about when the user performed the operation to evaluate a stock.

[0137] The "Stock Details" section contains detailed information about a stock that serves as a basis for the user's decision-making when presenting stocks to be evaluated.

[0138] Specifically, the "Stock Details" section includes information that can be used to make investment decisions, as follows: • Company organizational information such as the number of employees • Market value • Dividend yield <flow> Figure 8 is a diagram illustrating the process of receiving user posts and making them viewable by other users on a social networking service (SNS).

[0139] For example, server 20 displays the SNS function screen to the user in response to the user's access.

[0140] In step S821, the server 20 presents the user with a screen that accepts user submissions. For example, the server 20 displays a submit button on the screen and accepts input from the user by clicking the submit button.

[0141] In step S811, terminal 10 accepts the user's input for posting. Terminal 10 is capable of accepting posts that include the stock code. Terminal 10 is capable of accepting operations that include the user's portfolio in the post content. Terminal 10 sends the information, including the user's post content, to server 20.

[0142] In step S823, the server 20 receives information about the user's posted content and updates the posting history database 213 based on the posted content information.

[0143] Figure 9 shows the process flow for displaying user posts on social media and presenting an operation screen in response to an operation to select a stock.

[0144] In step S921, the server 20 refers to the posting history database 213 and displays each user's posts on the operation screen so that users can view them with each other.

[0145] Server 20 refers to the posting history database 213 and, if the user's post contains information that identifies a stock, displays the real-time trading price information of the stock and the stock icon in a selectable format. If the user's post contains information about the user's portfolio, Server 20 displays the details of the user's portfolio in a viewable format.

[0146] For each user's post, server 20 displays information from the "Follower Asset Score" item in user database 211 as information about the user who made the post.

[0147] In step S911, terminal 10 displays each user's posts. For example, terminal 10 displays each user's posts in a timeline, arranged according to the timing of each user's posts. If a post contains information that identifies a stock, terminal 10 displays the real-time trading price and accepts an operation to specify the icon for that stock.

[0148] In step S923, the server 20, in response to the user's operation of specifying a stock icon, presents the user with a screen displaying the trading screen for the stock, information about users who have traded the stock by referring to the stock trading database 212, and the results of the stock's buy and sell transactions (such as the ratio of buy orders to sell orders).

[0149] Server 20 displays the following information as it is the user who traded the stock: • Users with the highest trading profits on the stock in question • Information on users who previously held the specified stock but have since sold it. • Information of users who currently hold the specified stock. • Information of users who have added the specified stock to their watchlist. In step S913, terminal 10 displays an icon representing a stock, the aggregated results of buy and sell transactions for that stock, and information about the user who made a transaction for that stock on the operation screen. Terminal 10 displays the user information in a selectable format.

[0150] Server 20 presents the following information as the information of the specified user, in response to the operation specified for the user's information. • User portfolio • User's assets Figure 10 shows the process flow for receiving user interest in a particular stock via touch input.

[0151] In step S1021, the server 20 refers to the stock trading database 212, the posting history database 213, the user's operation history, etc., to identify candidate stocks for which the user can evaluate the potential of investment. The server 20 presents the information of the identified candidate stocks to the user, making them available for evaluation.

[0152] In step S1011, terminal 10 accepts input from the user regarding their assessment of the likelihood of investing in several candidate stocks. For example, terminal 10 displays several candidate stocks in order and accepts assessments for each stock based on the direction of the touch operation, indicating that the user is considering buying, not interested, or adding to a watchlist.

[0153] In step S1023, the server 20 updates the stock evaluation database 214 according to the user's evaluation results.

[0154] Figure 11 shows the process flow for identifying and presenting recommended stocks to the user.

[0155] In step S1121, the server 20 refers to the database and identifies recommended stocks to present to the user. For example, recommended stocks may be identified based on the number of times each user has traded, the frequency of trades, and whether each user has included the stock in their posts. For the identified stocks, the server 20 presents the aggregated trading results in a manner that allows the user to specify a stock icon.

[0156] In step S1111, terminal 10 displays multiple identified stocks. It also displays the aggregated results of buy and sell transactions for those stocks.

[0157] <Screen layout> Figure 12 shows an example of a screen that displays each user's posts on a social networking service (SNS) timeline.

[0158] Figure 13 is an example of a screen that displays information about the stocks the user is trading, user rankings, etc., while also showing the search screen.

[0159] Figure 14 is an example of a screen that displays information about a stock, including information about the user who traded that stock, in response to the user's operation to select the stock.

[0160] Figure 15 is an example of a screen that displays information about a stock, including information about the user who traded that stock, in response to the user's operation to select the stock.

[0161] Figure 16 is an example of a screen that displays information about a stock, including information about the user who traded that stock, in response to the user's operation to select the stock.

[0162] Figure 17 is an example of a screen that displays information including a portfolio as the trading history of a specified user, in response to an operation to specify a user.

[0163] Figure 18 shows an example of a screen that accepts user inquiries about a particular stock via touch input.

[0164] Figure 19 shows an example of a screen that accepts user interest in a particular stock via touch input.

[0165] Figure 20 shows an example of a screen that accepts user inquiries about a particular stock via touch input.

[0166] The operation screen 1000 is a screen that accepts user input in the services provided by the server 20.

[0167] In the example shown in Figure 12, the operation screen 1000 displays a timeline of posts from each user when the home operation reception unit 1028 is selected.

[0168] The trading period display area 1002 is an area that displays the period during which trading of financial instruments is initiated on the exchange.

[0169] As shown in the diagram, the trading period display area 1002 displays the remaining time until the exchange opens before trading begins. Once trading begins, it indicates that trading is possible by displaying "Open" or similar.

[0170] The user icon display area 1004 is an area that displays icons representing each user.

[0171] The user icon display area 1004 may accept an operation by the user to specify an icon, and in doing so, display detailed information about the specified user, as described later.

[0172] The username display area 1006 is the area that displays the user's name.

[0173] The username display area 1006 contains information about the user's name, which is identified by referring to the user database 211.

[0174] The follower asset score display area 1008 is the area that displays the user's score.

[0175] The follower asset score display area 1008 refers to the user database 211 and displays the information indicated in the item "Follower Asset Score".

[0176] The account name display area 1010 is the area that displays the user's account name.

[0177] The posting date and time display area 1012 is the area that displays the timing when the user posted.

[0178] The post content display area 1014 is the area that displays the content posted by the user.

[0179] The post content display area 1014 refers to the post history database 213 and displays information for the item "Post Content".

[0180] The stock information display area 1016 is an area that displays stock information when the user includes information that identifies a stock in their post.

[0181] As shown in the diagram, the stock display area 1016 refers to the posting history database 213 and displays the trading status of a stock (for example, information showing the increase or decrease compared to the previous day) when the user includes information that identifies a stock in the content of their post (for example, a combination of a specific symbol and stock identification information such as a ticker). In the illustrated example, terminal 10 accepts user input to the stock display area 1016 and transitions to a screen for trading the stock, as described later, in response to the user's input to the stock display area 1016.

[0182] The stock details display area 1018 is an area that displays detailed information about the trading status of a stock when the user includes information that identifies the stock in their post.

[0183] As shown in the illustration, the stock details display area 1018 displays the name of the company corresponding to the stock and information on the real-time trading price of the stock. In the illustrated example, terminal 10 accepts user input to the stock details display area 1018 and transitions to the trading screen for the stock, as described later, in response to the user's input.

[0184] The post evaluation operation reception unit 1020 is an operation component that receives operation requests from each user for reactions to a post.

[0185] The post evaluation operation reception unit 1020 displays information (such as icons) corresponding to the type of reaction performed by the user, as well as the number of reactions.

[0186] The post evaluation operation reception unit 1022 is an operation component that receives operation requests from each user for reactions to a post.

[0187] The reply operation reception unit 1024 is an operating component that accepts the operation of replying to a post.

[0188] In the illustrated example, the reply operation reception unit 1024 displays the number of replies to a post and information about the icon corresponding to the user who made the reply. Terminal 10 displays a screen for posting a reply in response to user input operations on the reply operation reception unit 1024. Terminal 10 also displays information about the user who made the reply, as described later, in response to user operations on the icon of the user who made the reply displayed on the reply operation reception unit 1024.

[0189] The posting operation reception unit 1026 is an operating component that receives the operation to post to social media.

[0190] The submission operation reception unit 1026, in response to user actions, displays a screen for entering a submission to the user.

[0191] The home operation reception unit 1028 is an operating component that receives an operation to switch the displayed content to the timeline, which displays posts from each user.

[0192] The home operation reception unit 1028 is displayed as a menu at the bottom of the screen, and this menu also displays icons for other functions such as the search operation reception unit 1030 and the trend viewing operation reception unit 1032. The terminal 10 may also be configured to keep the icons in the bottom menu fixed at the bottom even if the user performs a screen scrolling operation (for example, vertical scrolling to display each user's posts in order).

[0193] The search operation reception unit 1030 is an operating component that receives operations for searching for brand names, user information, etc.

[0194] The trend viewing operation reception unit 1032 is an operation component that receives requests to display information on stocks categorized by stock category, as well as information on popular stocks with high trading volume.

[0195] The history viewing operation reception unit 1034 is an operating component that receives an operation from the user to display the history of transactions performed.

[0196] The search operation reception unit 1036 is an operating component that receives operations to search for various information such as brand names and users.

[0197] In the illustrated example, the search operation reception unit 1036 accepts search input in free text format.

[0198] The viewing format specification reception unit 1038 is an operating component that receives a specification from each user to switch the format in which information on the stocks they are trading is displayed.

[0199] In the illustrated example, the viewing format specification reception unit 1038 displays icons corresponding to each stock, transaction count information, and transaction price information such as increases and decreases side by side on the screen, in a horizontally scrollable format. The terminal 10 may also display the above information in a list format in response to user operations on the viewing format specification reception unit 1038.

[0200] The stock display area 1040 is the area that displays the icon corresponding to each stock.

[0201] The brand name display area 1040 may, for example, display the logo of the business operator corresponding to each brand name.

[0202] The transaction summary display area 1042 is an area that displays the transaction status for each security.

[0203] The transaction summary display area 1042, in the illustrated example, displays information on the number of transactions conducted during a predetermined period (for example, one week, or a certain period from the beginning of the week until the market closes at the end of the week). By displaying icons corresponding to stocks in association with the number of transactions in this way, it becomes easy to understand which stocks are attracting attention, making stock selection even easier for users.

[0204] The price movement display area 1044 is an area that displays price movement information as information related to the price of each stock.

[0205] In the illustrated example, the price movement display area 1044 shows whether the price is rising or falling, and the extent of that information.

[0206] In addition, terminal 10 may display a list of stocks that are rising in value and a list of stocks that are falling in value, arranged side by side according to the degree of their rate of increase or decrease.

[0207] The browsing format operation reception unit 1046 is an operating component that receives an operation to switch the format in which the user ranking is displayed.

[0208] The browsing format operation reception unit 1046 may be able to switch the display of the user ranking to the following format: • Arranged by increase / decrease in assets (in order of percentage increase / decrease within a certain period) • If a particular stock is recognized as having a high trading volume, the number of such stocks (only those currently recognized as having a high trading volume may be displayed) • Number of transactions (number of transactions within a certain period) User information display area 1048 is the area that displays information about the user corresponding to the ranking being displayed.

[0209] The user icon display area 1050 is an area that displays icons representing each user.

[0210] The follow operation reception unit 1052 is an operating component that receives an operation to follow the displayed user.

[0211] As shown in the figure, the follow operation reception unit 1052 displays user information corresponding to the ranking (user icon, asset information, etc.) and an operation component for following (follow operation reception unit 1052), thereby providing users with information that can serve as a reference for following other users, making it easy to follow other users and further promoting interaction between users.

[0212] The trading price display area 1054 is an area that displays information about the trading price of the specified security.

[0213] The detailed viewing operation reception unit 1056 is an operating component that receives an operation to view detailed information about a specified stock.

[0214] The detailed viewing operation reception unit 1056 displays information useful for investment, such as the performance of the company corresponding to the stock, in response to the user's operation.

[0215] Chart display area 1058 is the area that displays a chart showing the time-series trend of the trading price of the specified stock.

[0216] The display period specification reception unit 1060 is an operating component that accepts the specification of the period for which the chart will be displayed.

[0217] In the illustrated example, the display period specification reception unit 1060 displays a chart of price movements for one day, but it may also display a real-time trading price chart while the market is open, or it may be possible to specify that a chart for a period such as a week or a month be displayed.

[0218] The sell order operation reception unit 1062 is an operating component that receives orders from users to sell a particular stock.

[0219] The sell order operation reception unit 1062 may display a screen that accepts the user's input to specify the information necessary for a sell order (selling price, selling quantity, etc.).

[0220] The buy order operation reception unit 1064 is an operating component that receives orders from users to buy a particular stock.

[0221] The top 1066 trading volume display area shows users who have traded a particular stock a large number of times.

[0222] In the example shown, the top trading volume display area 1066 aggregates the number of trades made by each user for the displayed stocks within a certain period (for example, this could be on a daily basis or a weekly basis), and displays the information of the user with the highest number of trades and the information for that period.

[0223] The user icon display area 1068 is the area where icons representing each user are displayed.

[0224] The user icon display area 1068 displays user information in response to user actions. By displaying user information in the top transaction count display area 1066 in this way, it is possible to provide an opportunity for users to follow the user.

[0225] The history viewing operation reception unit 1070 is an operating component that receives an operation to view the history of a user who has been determined to have made a large number of trades on a particular stock.

[0226] The holding history display area 1072 is an area that displays information about users who have traded a particular stock.

[0227] In the example shown, the holding history display area 1072 displays icons for users who previously held the stock (not currently holding it) and users who currently hold it. Depending on the user's action in selecting each icon, the information of the user with the selected icon will be displayed.

[0228] Additionally, the holdings display area 1072 shows information on the number of users who currently hold the stock.

[0229] This makes it easier for users to decide whether or not to invest in a particular stock, while also encouraging interaction among users.

[0230] The top-performing display area 1074 is an area that displays information on users who have achieved top performance in trading for a particular stock.

[0231] The top-performing display area 1074, in the example shown, displays information about users who achieved high returns from trading specific stocks.

[0232] The user icon display area 1076 is the area where icons representing each user are displayed.

[0233] The user icon display area 1076 displays user information in response to user actions.

[0234] The trading status display area 1078 is an area that displays the trading status of each user for a given stock within a certain period of time.

[0235] The trading status display area 1078, in the illustrated example, displays the number of users who have placed buy orders and the number of users who have placed sell orders over a certain period (week). This allows users to make decisions about which stocks to select, such as whether there is a strong expectation of price increases or decreases, based on the breakdown of buys and sells and the number of people who have placed orders.

[0236] The transaction count display area 1080 is the area that displays the number of times each stock has been traded by each user.

[0237] In the example shown, the transaction count display area 1080 displays the number of orders that have been executed and trades completed.

[0238] Graph display area 1082 is an area that displays a graph showing the ratio of buy orders to sell orders as the trading status of each user.

[0239] Buy Order User Display Area 1084 is an area that displays information about users who have placed buy orders.

[0240] In the illustrated example, the buy order user display area 1084 displays icons of users who have placed buy orders, and displays detailed user information in response to user interactions. Furthermore, a list of the corresponding users is displayed in response to user interactions in the buy order user display area 1084.

[0241] The sell order user display area 1086 is an area that displays information about users who have placed sell orders.

[0242] In the illustrated example, the sell order user display area 1086 displays icons of users who have placed sell orders, and displays detailed user information in response to user interactions. Furthermore, a list of the corresponding users is displayed in response to user interactions in the sell order user display area 1086.

[0243] The individual stock post display area 1088 is the area that displays posts made by each user about a particular stock.

[0244] In the example shown, the individual stock posting display area 1088 displays posts for each stock based on information that identifies the stocks included in the posts, referencing the posting history database 213.

[0245] The screen transition operation reception unit 1090 is an operation component that receives an operation to transition to the screen for trading stocks (Figure 15).

[0246] The extraction criteria display area 1092 is an area that displays the criteria for extracting users who have traded on a particular stock.

[0247] The Past Transaction Designation Acceptance Unit 1094 is an operating component that accepts designations for users who have previously traded a particular stock but do not currently hold it.

[0248] In the illustrated example, the Past Transaction Designation Reception Unit 1094 is highlighted in a manner different from other conditions, indicating that it is a condition specified by the user.

[0249] The designated holding unit 1096 is an operating component that accepts designations from users who currently hold the stock, as a condition.

[0250] The watchlist designation acceptance unit 1098 is an operating component that accepts designations for users who are registered on the watchlist, provided they meet certain conditions.

[0251] The all-conditions specification reception unit 1100 is an operating member that accepts specifications that include all of these conditions.

[0252] The relevant user display area 1102 is an area that displays information about users who meet the specified conditions.

[0253] The user icon display area 1104 is an area that displays icons representing each user.

[0254] The user icon display area 1104 displays user information according to the user's operation.

[0255] The follow operation reception unit 1106 is an operation member that receives an operation to follow the displayed user.

[0256] The profile display area 1108 is an area that displays the user's profile.

[0257] The post confirmation operation reception unit 1110 is an operation member that receives an operation to confirm the post content of the displayed user.

[0258] The follower confirmation operation reception unit 1112 is an operation member that receives an operation to confirm the followers of the user.

[0259] In the illustrated example, the follower confirmation operation reception unit 1112 displays the number of followers.

[0260] The follow confirmation operation reception unit 1114 is an operation member that receives an operation to confirm the users the user is following.

[0261] In the illustrated example, the follow confirmation operation reception unit 1114 displays the number of users being followed.

[0262] The communication confirmation operation reception unit 1116 is an operation member that receives an operation to confirm the content of communication between the user and other users.

[0263] In the illustrated example, the communication confirmation operation reception unit 1116 displays a score evaluating the number of communications made by replies to posts or the like. In response to an operation on the communication confirmation operation reception unit 1116, posts with replies to the user's posts, posts the user has replied to, etc. are displayed.

[0264] The performance summary display area 1118 is an area that displays an overview of the user's trading performance.

[0265] In the example shown, the performance summary display area 1118 displays the percentage change in assets.

[0266] The breakdown confirmation operation reception unit 1120 is an operating component that receives an operation to confirm the securities included in the user's portfolio.

[0267] The portfolio display area 1122 is an area that displays an image visually representing the user's portfolio.

[0268] In the example shown, the portfolio display area 1122 displays the icons for each security in a row, with the size of each security's icon changing according to the security's valuation (the larger the valuation, the larger the icon).

[0269] The transaction history display area 1124 is an area that displays the transaction history of the user.

[0270] The stock card display area 1126 is an area that displays information about the stock being evaluated.

[0271] As shown in the diagram, the stock card display area 1126 displays information such as the trading price display area 1054, the chart display area 1058, and the graph display area 1082.

[0272] Terminal 10 draws a stock card display area 1126 so that the card-shaped shapes move in the direction of the swipe operation in response to the user's swipe operation. Specifically, swiping (flicking) to the right on the screen accepts a rating indicating "I want to buy." Swiping or flicking to the left on the screen accepts a rating indicating "I'm not interested." Swiping or flicking upwards (or downwards) on the screen accepts a rating indicating "I want to add to my watchlist."

[0273] In the illustrated example, the stock card display area 1126 is displayed on the terminal 10's display in such a way that there is a blank area where the stock card display area 1126 is not displayed. However, the stock card display area 1126 may be displayed to fill the entire screen.

[0274] The "Not Interested" operation reception unit 1128 is an operating component that accepts an operation to indicate "not interested" in a presented stock by tapping it.

[0275] The watchlist addition operation reception unit 1130 is an operating component that accepts an operation to evaluate a presented stock by tapping it, indicating that the user wants to "add it to the watchlist."

[0276] The purchase intention operation reception unit 1132 is an operating component that accepts operations indicating a "want to buy" status for the presented stocks by tapping.

[0277] The operation details display area 1134 is an area that displays the details of an operation when a user is attempting to move a card by swiping and then making an evaluation.

[0278] In the illustrated example, the operation content display area 1134 indicates that the user is attempting to evaluate the card as "I want to buy it" in response to a swipe operation to the right. Furthermore, while drawing the swipe operation to move the card, a card corresponding to a different brand is displayed on the back to suggest that the next card will be presented as an evaluation target.

[0279] The summary information display area 1136 is an area that displays other information about the stock.

[0280] In the example shown, the summary information display area 1136 displays the results of generating stock information using a large-scale language model, and indicates that it was generated using a large-scale language model.

[0281] The corporate information display area 1138 is an area for displaying stock information.

[0282] In the illustrated example, the corporate information display area 1138 displays information provided for investors, such as the total market value.

[0283] <Second Embodiment> Hereinafter, the second embodiment will be described.

[0284] <Data Structure of the Second Embodiment> FIG. 21 is a diagram showing the data structure of the index stock database 215. The index stock database 215 includes an item "index ID", an item "index setting time", an item "constituent stocks and weight distribution", an item "index value", an item "index calculation date", an item "divisor parameter", an item "existence of stock split", and an item "adjustment by dividend".

[0285] The item "index ID" is information for identifying each parameter calculated according to the group of stocks constituting the index.

[0286] More specifically, the item "index ID" is identification information issued according to the timing of calculating the index (in the illustrated example, once a day).

[0287] The item "index setting time" is information on the time when the group of stocks constituting the index is extracted and the index is calculated using the extracted group of stocks.

[0288] In the illustrated example, the item "index setting time" shows an example in which the stocks constituting the index are replaced every certain period (for example, three months).

[0289] The item "constituent stocks and weight distribution" is information on the group of stocks constituting the index and the weighting determined for each stock.

[0290] In the illustrated example, the item "Constituent Stocks and Weight Allocation" shows an example where the stocks that make up the index are changed at regular intervals, as described above, and at the same time, the weight of each stock that makes up the index is also calculated.

[0291] As described above, Server 20 extracts the stocks that make up the index, assigns weights to the extracted candidate stocks, and rebalances the stocks at regular intervals. Specifically, every quarter, the candidate stocks that make up the index and their weights are calculated using the following method.

[0292] (1) Extraction of stocks that make up the index (step S2223 in Figure 22, described later) For each security that Server 20 makes available to users for trading, the following calculation is performed to determine the market capitalization (hereinafter sometimes referred to as "value") of each security within the service, based on the trading performance of each user of the service provided by Server 20.

[0293] The value of a given stock = the market price of that stock (e.g., stock price) × the total number of copies of that stock held by each user of the service provided by server 20 (item "Portfolio" in user database 211). Once the value of each stock is identified, a certain number of stocks (for example, 30 stocks) are selected from the top based on their value to be candidate stocks for the index.

[0294] (2) Calculation of weighting (weight allocation) of the extracted candidate stocks (step S2225 in Figure 22, described later) Server 20 calculates a total value by summing the values ​​of each stock for a certain number of stocks that have been extracted.

[0295] Server 20 calculates the weighting (share in the index) of each stock as follows:

[0296] Weighting of selected candidate stocks (%) = Value of non-party candidate stocks / Sum of calculated values In this way, based on each user's holdings of each stock within the service, the market capitalization (value) of each stock within the service is calculated, the stocks that make up the index are extracted, and the ratio of the value of a particular stock to the total value of the stocks that make up the index is calculated as the share (weighting) of that particular stock.

[0297] The item "Index Value" contains information about parameters calculated from the market price of each stock that makes up the index and the weighting of each stock.

[0298] In the illustrated example, the item "Indicator Value" indicates that the indicator is calculated once a day.

[0299] Following the above steps (1) extraction of stocks that make up the index (step S2223 in Figure 22, described later) and (2) calculation of weighting (weight allocation) of the extracted candidate stocks (step S2225 in Figure 22, described later), the calculation of the index by the server 20 will be explained.

[0300] (3) Calculation of initial values ​​for indicators When calculating the index based on the candidate stocks extracted as described above, server 20 selects a divisor such that the initial value is a constant value (for example, the initial value of the index is set to 1000).

[0301] The divisor for the initial value = (2) Total value / Constant value (for example, if the initial value of the indicator is 1000, then the constant value will be 1000)

[0302] (4) Method of calculating the indicator Server 20 calculates a value at the time the index is calculated (for example, once a day) by multiplying the market price of the trading price of the candidate stocks that make up the index (for example, the stock price; the opening price, closing price, etc. for the day may be used) by the weight of that candidate stock (using the weight value calculated when the candidate stocks were selected). Server 20 then sums the values ​​calculated in this way for each candidate stock to obtain "the result of performing calculations based on the stock price and weight of the trading price of the candidate stocks for all candidate stocks."

[0303] Server 20 calculates the index value as follows:

[0304] Index value = Result of calculation based on the stock price and weighting of the trading price of each candidate stock, applied to all candidate stocks / Divisor parameter Furthermore, the divisor parameter is adjusted in accordance with the changes (rebalancing) of the stocks that make up the index, as will be explained later.

[0305] The item "Indicator Calculation Date" contains information about the timing of the calculation of the parameters representing the indicator.

[0306] In the illustrated example, the item "Indicator Calculation Date" is shown as being calculated at a predetermined interval (for example, once a day).

[0307] The item "Divisor Parameter" is information about adjustment parameters used to ensure that the parameters (index values) calculated according to the timing of the calculation, as they represent the index, remain continuous even before and after changes in the stocks that make up the index.

[0308] More specifically, the item "Divisor Parameter" sets the divisor parameter so that the index value calculated according to (4) above remains continuous before and after changes to the stocks that make up the index.

[0309] The item "Presence or absence of stock split" provides information on the degree of impact of a stock split at the time the indicator is calculated.

[0310] More specifically, the item "Stock Split Status" contains information used to adjust the index value for corporate actions that affect the index. In the illustrated example, the item "Stock Split Status" holds information about when the index value is calculated (linked to the item "Index Calculation Date"), identifying the stocks that have undergone stock splits, and information about the number of splits. The item "Dividend Adjustment" provides information on the extent to which dividend payments have an impact at the time the index is calculated. More specifically, the "Dividend Adjustment" item contains information for adjusting the index value for corporate actions that affect the index. In the illustrated example, the "Dividend Adjustment" item holds information that identifies a stock, linked to the stock's ex-dividend dates (linked to the "Index Calculation Date" item), information on the dividend per share for stocks that pay dividends, and information on the impact on the index calculated based on this information. (5) Adjustments made to the stocks that make up the index in response to events that occur. For example, if a candidate stock is split due to a stock split, the market price parameter of the candidate stock used to calculate the index is adjusted based on the split ratio. For instance, if a stock is split into two shares, the stock price used to calculate the index value is multiplied by a multiplier corresponding to the number of splits (2x in the case of a 1-for-2 split), and the weighting is applied accordingly. This ensures the continuity of the index value.

[0311] In addition, for stocks that pay dividends, the dividend per share (dividend return rate) is used to adjust the index when calculating the index on the ex-dividend date. For example, for stocks that have gone ex-dividend, the dividend per share, the total number of shares held by each user, and the weighting of the stock are used to calculate a value that shows the impact of the ex-dividend on the index for that stock. If multiple stocks have ex-dividend dates on the same day, a value representing the impact on the index is calculated for each stock and these are summed up. The value showing the impact of the ex-dividend on the index calculated using the formula in (4) above is applied (the sum of these is calculated). This ensures that the continuity of the index value calculated according to the trading price of each stock can be maintained in response to corporate actions such as stock splits and ex-dividend dates.

[0312] <Flowchart of the second embodiment> Figure 22 is a diagram illustrating the process of extracting stocks that make up the index and calculating the index based on the extracted stocks.

[0313] The server 20 is configured to store information about each user's holdings of each stock (each user's portfolio) in the user database 211 of the storage unit 202, corresponding to each user's buying and selling transactions of the stocks that are the target of their trades.

[0314] In step S2221, the index calculation module 2048 of server 20 calculates parameters for evaluating each tradable security based on its trading price and the total number of shares held by each user. At regular intervals (for example, every three months which constitutes a quarter), the index calculation module 2048 performs processes such as extracting the securities that make up the index and determining the weighting of each security. More specifically, as described above, the index calculation module 2048 identifies the market capitalization (the "value" above) for each security, based on the investment status of each user of the service provided by server 20 and the holdings of each security.

[0315] In step S2223, the index calculation module 2048 of the server 20 extracts a predetermined number of stocks with high parameter values ​​(for example, the top 30 stocks) based on the parameters (value of each stock) calculated for each stock, as candidate stocks to make up the index.

[0316] As described above, the index calculation module 2048 extracts a predetermined number of candidate stocks from the stocks that are subject to trading, based on at least the number of each stock held by each user.

[0317] More specifically, the index calculation module 2048 extracts a predetermined number of candidate stocks based on the trading price (stock price) of each stock and the total number of each stock held by each user.

[0318] More specifically, the index calculation module 2048 identifies the parameters for each security by multiplying the trading price of each security by the total number of shares held for each security, and then compares the parameters identified for each security to extract a predetermined number of securitys with the highest parameters as candidate securitys.

[0319] In step S2225, the index calculation module 2048 of server 20 sums the parameters (values) calculated for the candidate stocks that make up the index (a predetermined number of stocks as described above) and obtains the total sum. The index calculation module 2048 calculates the percentage of the parameter calculated for each candidate stock relative to the total sum and stores the calculated result as the weight (share) for each candidate stock.

[0320] In this way, the index calculation module 2048 determines the weighting of each candidate stock in the calculation of the index based on the parameters (values) identified for each candidate stock. Here, the index calculation module 2048 determines the weighting by obtaining a combined parameter by summing the parameters identified for each candidate stock for all candidate stocks, and by determining the ratio of each candidate stock's parameters to the combined parameter as the weight of each candidate stock.

[0321] As described above, the index calculation module 2048 determines the combination of candidate stocks that make up the index, and the weighting of each candidate stock.

[0322] In step S2227, the indicator calculation module 2048 of server 20 obtains a value for each candidate stock by multiplying the trading price of the candidate stock by the weight assigned to that candidate stock. The indicator is calculated by summing these values ​​and applying adjustment parameters. More specifically, the indicator calculation module 2048 calculates the indicator by dividing the above sum by a predetermined divisor as an adjustment parameter.

[0323] More specifically, the index calculation module 2048 calculates an index that fluctuates according to the market price of each of the selected candidate stocks, based on the market price of each candidate stock.

[0324] The index calculation module 2048 calculates the index based on the weighting of each determined candidate stock and the trading price of each candidate stock. More specifically, the index calculation module 2048 obtains the index by multiplying the determined weight by the trading price for each candidate stock and then summing the multiplied values ​​obtained for each candidate stock.

[0325] Furthermore, the index calculation module 2048 may adjust the index for candidate stocks that make up the index in accordance with corporate actions such as dividend payments and stock splits. For candidate stocks that have paid dividends, the index calculation module 2048 may calculate the index based on the market price of the candidate stock and the dividend return rate related to said dividend. For candidate stocks that have undergone a stock split, the index calculation module 2048 may calculate the index based on the market price of the candidate stock and the number of splits related to said split.

[0326] As explained above, the index calculation module 2048 extracts a predetermined number of stocks as candidate stocks at regular intervals. Within these regular intervals, the index calculation module 2048 calculates the index without changing the extracted candidate stocks. Before and after the replacement of candidate stocks at each regular interval, adjustment parameters are set to ensure that the index calculated after the replacement of candidate stocks remains consistent. The index after the replacement of candidate stocks is calculated by applying these adjustment parameters.

[0327] In step S2229, the index calculation module 2048 of the server 20 notifies the user that it has extracted candidate stocks and calculated the index. The index calculation module 2048 may also notify the user, for example, each time it is time to change the candidate stocks that make up the index (at regular intervals), that the candidate stocks have been changed and provide information on the weighting of the candidate stocks after the change.

[0328] In step S2211, terminal 10 displays that candidate stocks have been extracted and an index has been calculated.

[0329] Figure 23 shows the process flow for trading the stocks that make up an index, by accepting an operation to trade using an index.

[0330] In step S2321, the stock trading module 2046 of server 20 presents a trading screen for stocks to the user on terminal 10. The trading screen displays an index calculated according to the trading price of the stock, and an operation section that accepts trades based on that index. In this way, the stock trading module 2046 presents the index calculated by the index calculation module 2048 to the user. The stock trading module 2046 presents the name of the calculated index to the user as the target of trading.

[0331] In step S2311, terminal 10 accepts an operation from the user to trade based on the indicator. More specifically, terminal 10 accepts an operation from the user to place a buy order or a sell order based on the indicator.

[0332] In step S2323, the stock trading module 2046 of server 20 accepts an operation to buy or sell based on an index, and determines the allocation of the buy / sell amount to each candidate stock according to the buy / sell amount.

[0333] Thus, the stock trading module 2046 accepts from the user an operation to buy or sell the name related to the index as the object of trading, and in response to the acceptance of the user an operation to buy or sell the name related to the index, it performs a trade on the user targeting at least one of the candidate stocks that make up the index.

[0334] Here, the stock trading module 2046 may, upon receiving a buy / sell operation from the user regarding the name of the index, set a trading amount for each candidate stock based on the weighting of each candidate stock that constitutes the index, and then execute a trade for each candidate stock based on the trading amount set for each candidate stock.

[0335] Furthermore, the stock trading module 2046 may, upon receiving a buy / sell operation from a user regarding the name of an index, set the transaction amount for each candidate stock by equally allocating the transaction amount for the buy / sell operation to each candidate stock that makes up the index, and then conduct a trade for each candidate stock based on the transaction amount set for each candidate stock.

[0336] In step S2325, the stock trading module 2046 of server 20 executes trades for each candidate stock according to the allocation of buy and sell amounts to each candidate stock that constitutes the index. For example, the stock trading module 2046 may execute trades for each candidate stock in over-the-counter transactions with users, according to the market price of each candidate stock and the allocation of buy and sell amounts to each candidate stock, or it may execute trades for each candidate stock in the open market using market orders or the like according to the above allocation of buy and sell amounts.

[0337] In step S2327, the server 20 presents the results of executing trades for each candidate stock to the user on terminal 10.

[0338] In step S2313, terminal 10 displays the results of the trades made based on the indicators.

[0339] <Example of a screen in the second embodiment> Figure 24 shows an example of a screen for displaying indicators and accepting trades based on those indicators.

[0340] The trading operation screen 2400 is an operation screen that accepts buy and sell orders targeting indicators.

[0341] The transaction operation screen 2400 corresponds to each process in steps S2321, S2311, etc., in Figure 23.

[0342] The indicator value display area 2402 is the area where the calculated indicator is displayed.

[0343] In the illustrated example, the indicator value display area 2402 displays the calculated indicator value, the timing of the calculation (for example, the date the indicator was calculated if it is calculated once a day), and the increase or decrease compared to the timing of the previous calculation.

[0344] The illustrated example shows a chart display of time-series data of an index calculated by the index calculation module 2048. However, charts of time-series data of other benchmark indices (for example, index indices such as the Nikkei 225 or S&P 500, or specific stocks) may also be displayed to allow comparison with the performance of the index calculated by the index calculation module 2048. Although not shown in the illustration, an operating element for specifying other benchmark indices may be displayed on the trading operation screen 2400 along with the chart display area 2408. Depending on the user's operation on this operating element, the specified other indices and the index calculated by the index calculation module 2048 may be displayed separately in the chart display area 2408. In this way, by displaying an index based on top-ranking stocks popular with each user of the service provided by the server 20 (an index calculated by the index calculation module 2048) and a general index index in a comparable manner, it is possible to provide an opportunity for users to refer to the investment behavior of other users (history of buying and selling transactions of stocks, each user's portfolio, etc.), thereby promoting interaction among users of the service provided by the server 20.

[0345] The index portfolio confirmation operation unit 2404 is an operation component that receives operations to confirm each stock that makes up the index.

[0346] In the illustrated example, the index portfolio confirmation operation unit 2404 displays the constituent stocks of the index and their respective weights via overlays, separate window output, etc., in response to user operations.

[0347] The sector-specific confirmation operation unit 2406 is an operating component that accepts operations to display each stock that makes up the index by industry sector.

[0348] In the illustrated example, the sector-specific confirmation operation unit 2406 may classify candidate stocks according to pre-defined sectors such as "semiconductor-related," "services and software," "automotive industry," and "pharmaceutical industry," in response to user operations, and display the total value obtained by summing the weights of each candidate stock for each sector.

[0349] Chart display area 2408 is the area that displays a chart showing the time series trend of the indicator value.

[0350] In the illustrated example, the chart display area 2408 displays a chart for 30 days, which is the period specified by the display period specification unit 2416.

[0351] The detailed stock selection display area 2410 is an area that displays the details of an event when an event related to the calculation of an indicator occurs.

[0352] The detailed stock selection display area 2410 displays the details of events related to the calculation of the indicator and may include the following: • The selection of stocks that make up the index was changed (rebalancing was performed), and the timing of that change (the date of rebalancing). • The calculated index values ​​have been adjusted due to corporate actions regarding the stocks that make up the index (for example, a stock split as described above). The stock confirmation operation unit 2412 is an operating component that receives an operation to confirm the history of candidate stocks that make up the index.

[0353] More specifically, the stock confirmation operation unit 2412 displays information on past stocks that make up the index, separated by the timing of rebalancing according to the user's operation (for example, if the stocks that make up the index are changed every three months, the stocks that make up the index will be maintained for three months, so the history of changing the stocks that make up the index every three months can be distinguished).

[0354] The time-series data confirmation operation unit 2414 is an operation component that accepts operations to confirm the time-series data of the indicator value.

[0355] More specifically, the time-series data confirmation operation unit 2414 displays the history of the indicator value for each timing of the indicator calculation in response to user operations (for example, if the indicator is calculated once a day, it displays the indicator value for each day).

[0356] The display period specification unit 2416 is an operating member that accepts the specification of the period for which the chart will be displayed.

[0357] In the illustrated example, the display period specification section 2416 shows the time-series change of the indicator value over "30 days" in a chart, but it may be possible to specify any period.

[0358] The sell order operation unit 2418 is an operating component that receives sell order operations from users targeting the name of an indicator.

[0359] In the illustrated example, the sell order operation unit 2418 displays that the user holds each of the securities that make up the index, and therefore can place sell orders. Alternatively, if the user does not hold any of the securities that make up the index, the unit may display this fact and not accept sell orders.

[0360] In response to user operations on the sell order operation unit 2418, the server 20 may determine the selling price for each stock constituting the index based on the amount specified by the user and, for example, the weighting (%) of each stock constituting the index. The server 20 may also accept buy and sell orders for stocks through over-the-counter transactions with users, thereby accepting transactions for fractional share quantities.

[0361] Furthermore, in response to user operations on the sell order operation unit 2418, an upper limit may be set on the amount at which a sell order can be placed, depending on the number of each stock held by the user. For example, if the selling price for each stock is determined based on the weighting of each stock that makes up the index, the maximum quantity that can be sold is determined according to the trading price of each stock. For example, the quantity that can be sold for a stock is determined based on the selling price according to the weighting of the stock and the trading price of the stock, and therefore the upper limit on the amount that the user can sell is also determined based on the quantity held by the user and the trading price of the stock.

[0362] Therefore, the maximum amount a user can sell is determined according to the number of shares the user holds for each of these stocks. Thus, the trading operation screen 2400 may display the maximum amount a user can sell when trading based on the index, or it may invalidate the input of a selling amount that exceeds the maximum amount a user can sell (limiting it to the maximum amount a user can sell), or it may allow the user to specify that they will sell at the maximum amount a user can sell (for example, displaying a button to specify that the user will sell at the maximum amount a user can sell).

[0363] The buy order operation unit 2420 is an operating component that receives buy orders from users to purchase each of the stocks that make up the index.

[0364] The trading method designation unit 2422 is an operating component that accepts the designation of the allocation of trading amounts to each stock that constitutes the index when trading on the name of the index.

[0365] In the illustrated example, the trading method specification unit 2422 accepts a specification for "weighted trading," where the amount specified by the user is allocated to each stock according to the weight (%) of each stock that makes up the index. It also displays the option to accept a specification for "equal allocation trading," where the amount specified by the user is allocated equally to each stock that makes up the index. Thus, the user can specify either "weighted trading" or "equal allocation trading."

[0366] The transaction history confirmation operation unit 2424 is an operation component that accepts requests to confirm each user's transaction history for an index.

[0367] In the illustrated example, the transaction history confirmation operation unit 2424 displays information about the user who placed an order for the index, information about the transaction amount related to the order, etc., in response to the user's operation.

[0368] The user portfolio confirmation operation unit 2426 is an operating component that receives an operation to confirm the user's portfolio.

[0369] <Variation> The inventions described in each of the above embodiments may be combined. (Modified version of the first embodiment) In the above description of the embodiment, an example was described in which an object containing stock information is displayed on the screen, and the results of the user's evaluation of the stock are distributed according to the direction of the swipe and flick operation, as shown in Figure 19 and other examples. Alternatively, to determine whether a user follows other users, an object containing the user's information may be displayed on the screen, and the operation of following other users or not may be determined based on the direction of the swipe or flick gesture. For example, server 20 presents information about other users to the user by displaying an object containing information about other users at a predetermined time. This object displays information such as the user's score, portfolio, posts, followers, and following, as explained in Figure 17, etc. Server 20 displays the object on the screen of terminal 10 and accepts "follow" or "don't follow" operations depending on the direction of the swipe or flick operation. For example, swiping (flicking) to the right on the screen may accept an operation to "follow," and swiping (flicking) to the left on the screen may accept an operation to "don't follow." Server 20 may also present the user with the above object containing information on other users that are not yet followed, and accept a touch operation to specify whether to follow or not. This can encourage interaction between users, such as viewing each other's investment-related posts, by encouraging them to follow each other, which may further promote investment. Furthermore, for other users that a user is already following, an object containing information about those other users may be displayed in the same manner as described above, and the user may be prompted to touch whether or not to follow them. This provides each user with an opportunity to decide whether or not to continue following other users, and the following and follower relationships of each user can be further optimized. Server 20 displays objects containing information about one or more other users one after another each time the user specifies whether or not to follow them via touch operation. This makes it easy for the user to specify whether or not to follow other users. Server 20 may present an object containing information about other users to the user as described above, and accept the user's choice of whether or not to follow them. The following conditions may be set as triggers. • Triggered by the user running an application (launching a new application, or the device 10 waking from sleep mode). • Triggered when the frequency, number, volume, or transaction amount of a user's trades reach a certain level. • Triggered when the frequency and number of user posts about transactions reaches a certain level. • Triggered when the number of other users a user follows, or the number of users they are followed by, reaches a certain level. Server 20 may extract candidates for other users who will accept the instruction to follow or not, as follows: • Other users who trade the same type of stock as the user above a certain frequency, number of trades, and number of holdings. • Follower asset score is above a certain level, or other top users • Account balance is above a certain level, or other users mentioned above • Other users whose posting frequency and number have reached a certain level • Other users whose number of followers or followings has reached a certain level • Other users who have set their portfolio to public.

[0370] (Modified version of the second embodiment)

[0371] (1) A method for selecting stocks that make up the index, according to the degree of user interest. In the second embodiment described above, an example was explained in which the stocks constituting the index are extracted according to each user's stock holdings, and the index value is calculated. Alternatively, the stocks constituting the index may be extracted according to the information of the stocks that each user is interested in, for example, as follows. The service may also extract stocks based on the trading volume of each user who trades those stocks. For example, the server 20 may refer to the stock trading database 212 and extract stocks that are traded more frequently within a certain period (i.e., stocks with higher trading volume from each user in the service) as components of the index. The service may also extract stocks that make up the index based on how frequently stock information is included in user posts. For example, the server 20 may refer to the posting history database 213 and identify the stocks included in each user's posts, thereby extracting stocks that are frequently discussed and posted by each user, stocks that are frequently mentioned or included in posts with a high number of responses, etc., as components of the index. The service may also extract stocks that make up the index based on the history of stocks that users have evaluated. For example, the server 20 may refer to the stock evaluation database 214 and extract stocks that have been evaluated by users frequently as components of the index. Here, the server 20 may also extract stocks that make up the index based on the content of the evaluations of the stocks (for example, giving importance to evaluations that the user is interested in, such as "buy" or "add to watchlist"). (2) Method for selecting stocks to make up the index according to sector The above description of the embodiment explained an example of extracting stocks that make up the index regardless of the sector of the stock. Alternatively, the sector associated with a stock may be identified, and then the stocks that make up the index may be extracted. For example, targeting stocks in the "semiconductor-related" sector, a predetermined number of stocks may be extracted from the "semiconductor-related" sector according to each user's stock holdings, as described above, and the index may be calculated. Thus, it is possible to calculate an index covering all sectors and an index covering a specific sector, and present them to the user, or to accept user requests to trade based on each index and then execute the trades. <Other> Each of the above-described configurations, functions, processing units, and processing means may be implemented in hardware, in whole or in part, for example, by designing them as integrated circuits. Furthermore, the present invention can also be implemented by software program code that realizes the functions of the embodiments. In this case, a storage medium on which the program code is recorded is provided to a computer, and the processor of that computer reads the program code stored in the storage medium. In this case, the program code read from the storage medium itself realizes the functions of the embodiments described above, and the program code itself and the storage medium on which it is stored constitute the present invention. Examples of storage media used to supply such program code include flexible disks, CD-ROMs, DVD-ROMs, hard disks, SSDs, optical disks, magneto-optical disks, CD-Rs, magnetic tapes, non-volatile memory cards, ROMs, and the like.

[0372] Furthermore, the program code that implements the functions described in this embodiment can be implemented in a wide range of programming or scripting languages, such as assembler, C / C++, Perl, Shell, PHP, and Java (registered trademark).

[0373] Furthermore, the program code for the software that implements the functions of the embodiment may be distributed via a network and stored in a storage means such as a computer's hard disk or memory, or in a storage medium such as a CD-RW or CD-R, and the computer's processor may read and execute the program code stored in the storage means or storage medium.

[0374] The functions realized by the components described herein may be implemented in a circuit or processing circuitry, including general-purpose processors, application-specific processors, integrated circuits, ASICs (Application Specific Integrated Circuits), CPUs (a Central Processing Unit), conventional circuits, and / or combinations thereof, programmed to realize the functions described herein. A processor is considered to be a circuit or processing circuitry, including transistors and other circuits. A processor may be a programmed processor that executes a program stored in memory.

[0375] In this specification, circuitry, unit, and means are hardware programmed to perform or execute the functions described herein. Such hardware may be any hardware disclosed herein, or any hardware known to be programmed to perform or execute the functions described herein.

[0376] If the hardware is a processor that is considered to be a type of circuitry, then the circuitry, means, or unit is a combination of hardware and software used to constitute the hardware and / or processor.

[0377] While several embodiments of this disclosure have been described above, these embodiments can be implemented in a variety of other forms, and various omissions, substitutions, and modifications are permitted without departing from the spirit of the invention. These embodiments and their variations are included in the scope and spirit of the invention, as well as in the claims and their equivalents.

[0378] (Note) The details described in each of the above embodiments are noted below.

[0379] (Notes on the first embodiment)

[0380] (Note 1) A program for operating a computer equipped with a computer processor, wherein the program is configured to store in a memory the history of buy and sell transactions of securities that each user has traded, and causes the computer processor to perform the following steps: present information about a security and accept an operation to specify a security; and, in response to the user's operation to specify a security, refer to the history of buy and sell transactions of that security by multiple users and present a screen that accepts an operation to buy and sell the specified security along with information of the users who have traded the specified security.

[0381] (Note 2) The program described in Appendix 1 refers to a program that references the trading history of stocks by multiple users stored in a memory unit, and for each of the multiple stocks, presents to the user an icon representing the stock and the aggregated results of the stock trading.

[0382] (Note 3) The program described in Appendix 2 presents icons for stocks that the user can select, and in response to the user's operation to select a stock icon, presents the user with a screen that allows them to perform buy and sell transactions for that stock.

[0383] (Note 4) The program causes a computer processor to perform the steps of receiving input for posts from each user and presenting the received posts so that users can view them among themselves, and in the receiving step, accepts input for posts that include information identifying a stock, and if a post includes information that specifies a stock, it makes the stocks included in the post viewable among users so that they can specify them, and by accepting an operation from the user to specify a stock, the program presents the trading screen for the specified stock and each user's post that includes information identifying that stock, as described in any of the appendices 1 to 3.

[0384] (Note 5) The program described in Appendix 4, which, if a post contains information specifying a particular stock, associates the post with information regarding the real-time trading price of that stock, making it viewable among users.

[0385] (Note 6) The program is one of the programs described in any of Appendix 1 to 4, which causes a computer processor to perform the following steps: receiving input from each user regarding their assessment of the likelihood of investing in each stock; identifying candidate stocks to present to each user according to the assessment of each stock entered by the user; and presenting the identified candidate stocks to the user.

[0386] (Note 7) The program described in Appendix 6, which, in the acceptance step, displays stock information to the user on the screen and accepts touch operations on the stock information, accepts input of an evaluation of the stock according to the direction of the touch operation, and accepts input of an evaluation including an evaluation that the user is considering buying and an evaluation that the user is not interested in trading, according to the direction of the touch operation.

[0387] (Note 8) The program described in Appendix 7 presents the user with stocks that meet both of the following conditions in the step of presenting potential stocks to the user: that the stock has received a purchase evaluation from the user, and that the stock's trading price is fluctuating in the market.

[0388] (Note 9) A program as described in any of Appendix 1 to 8, which, in the step of presenting information on a stock, presents information on users with the highest trading profits for that stock, in response to an operation specifying a stock.

[0389] (Note 10) A program as described in any of Appendix 1 to 9, which, in the step of presenting stock information, presents information on users who previously held but have sold the specified stock, and information on users who currently hold the specified stock, in response to an operation specifying a stock.

[0390] (Note 11) A program described in any of the appendices 1 to 10 that displays information about the portfolio of securities held by a user, upon receiving user information.

[0391] (Note 12) A program as described in any of the appendices 1 to 11, which accepts an operation from a user to associate that user with another user, stores in the memory that the user and the other user are associated, and allows the second user to view information of the first user, thereby allowing the second user to view information of a score identified according to the assets held by one or more users associated with the first user.

[0392] (Note 13) A method for operating a computer equipped with a computer processor, wherein the computer processor is configured to store in a memory the history of buy and sell transactions of securities that each user is trading, and the method performs the steps of: presenting information about a security and accepting an operation to specify a security; and, in response to the operation by the user to specify a security, referring to the history of buy and sell transactions of that security by multiple users, and presenting a screen that accepts an operation to buy and sell the specified security along with information of the users who have traded the specified security.

[0393] (Note 14) Information processing device, wherein the control unit of the information processing device is configured to store in a storage unit the history of buy and sell transactions of securities that each user is trading, and the information processing device performs the steps of: presenting information about a security and accepting an operation to specify a security; and, in response to the operation by the user to specify a security, referring to the history of buy and sell transactions of that security by multiple users, and presenting a screen that accepts an operation to buy and sell the specified security along with information of the users who have traded the specified security.

[0394] (Notes on the second embodiment)

[0395] (Note 1) A program for operating a computer having one or more computer processors, wherein the memory unit is configured to store information on the user's holdings of each security in response to each user buying and selling the security that is the subject of trading, and the program causes one or more computer processors to perform the following steps: extract a predetermined number of securitys as candidate securitys from the security subject to trading, based on the number of each security held by at least each user; calculate an index that fluctuates according to the market price of each of the extracted predetermined number of candidate securitys, based on the market price of each of the candidate securitys; and present the calculated index to the user.

[0396] (Note 2) The program described in Appendix 1 extracts a predetermined number of candidate stocks in the extraction step, based on the trading price of each stock and the total number of stocks held by each user.

[0397] (Note 3) The program described in Appendix 2 performs the following steps in the extraction step: identify the parameters of each security based on multiplying the trading price of each security by the total number of each security held; and compare the parameters identified for each security to extract a predetermined number of securitys with the highest parameters as candidate securitys.

[0398] (Note 4) The program described in Appendix 3 performs the following steps in the calculation step: determining the weighting of each candidate stock in the calculation of the index based on parameters identified for each candidate stock; and calculating the index based on the determined weighting of each candidate stock and the trading price of each candidate stock.

[0399] (Note 5) The program described in Appendix 4, wherein the calculation step includes determining weights by obtaining a combined parameter by summing the parameters identified for each candidate stock across all candidate stocks, and determining the ratio of each candidate stock's parameter to the combined parameter as the weight for each candidate stock, and calculating the index by obtaining a value for each candidate stock by multiplying the determined weight by the trading price, and obtaining an index based on the sum of the multiplied values ​​obtained for each candidate stock.

[0400] (Note 6) In the calculation step, for candidate stocks that have paid dividends, the program calculates an index based on the market price of the candidate stock and the dividend return rate related to the dividend, as described in any of the appendices 1 to 5.

[0401] (Note 7) In the calculation step, for candidate stocks that have undergone a stock split, the program calculates the index based on the market price of the candidate stock and the number of stock splits, as described in any of the appendices 1 to 6.

[0402] (Note 8) The program, as described in any of Appendix 4 to 7, performs the following steps: in the extraction step, a predetermined number of stocks are extracted as candidate stocks at regular intervals; in the calculation step, the index is calculated without changing the extracted candidate stocks within a certain period; and before and after the replacement of candidate stocks due to the extraction step at regular intervals, an adjustment parameter is set to ensure that the index calculated after the replacement of candidate stocks remains continuous; and the adjustment parameter is applied to calculate the index after the replacement of candidate stocks.

[0403] (Note 9) The program is one of the programs described in any of Appendix 4 to 8, which causes one or more computer processors to further perform the following actions: present the name of the calculated index to the user as an object of trading; accept from the user an operation to buy or sell the name of the index as an object of trading; and, in response to the acceptance from the user an operation to buy or sell the name of the index, perform a transaction on the user targeting at least one of the candidate stocks that make up the index.

[0404] (Note 10) The program described in Appendix 9 accepts a user's request to buy or sell an index, sets the transaction amount for each candidate stock that makes up the index based on the weighting of each candidate stock, and executes a transaction for each candidate stock based on the transaction amount set for each candidate stock.

[0405] (Note 11) A program as described in any of Appendix 9 to 10, which, upon receiving a buy / sell operation from a user regarding the name of an index, sets the transaction amount for each candidate stock that constitutes the index by equally allocating the transaction amount for the buy / sell operation, and then executes a trade for each candidate stock based on the transaction amount set for each candidate stock.

[0406] (Note 12) A method performed by a computer having one or more computer processors, wherein a memory unit is configured to store information on the user's holdings of each security in response to each user buying and selling the security to be traded, the method comprising: one or more computer processors extracting a predetermined number of securitys as candidate securitys from the security to be traded based on the number of each security held by at least each user; calculating an index that fluctuates according to the market price of each candidate security based on the market price of the trading price of each of the extracted predetermined number of candidate securitys; and presenting the calculated index to the user.

[0407] (Note 13) Information processing device, wherein the storage unit is configured to store information on the user's holdings of each stock in accordance with each user's buying and selling transactions of the stocks subject to trading, and the control unit of the information processing device performs the steps of: extracting a predetermined number of stocks as candidate stocks from the stocks subject to trading based on the number of each stock held by each user; calculating an index that fluctuates according to the market price of each candidate stock based on the market price of the trading price of each of the extracted predetermined number of candidate stocks; and presenting the calculated index to the user.

Claims

1. A program for operating a computer having one or more computer processors, The memory unit is configured to store information about each user's holdings of each stock, corresponding to the buying and selling transactions of the stocks that each user trades. The program is configured on one or more computer processors. The steps include: extracting a predetermined number of stocks as candidate stocks from the stocks subject to trading, based on at least the number of each of the aforementioned stocks held by each user; The steps include: calculating an index that fluctuates according to the market price of each candidate stock, based on the market price of each of the predetermined number of candidate stocks that have been extracted; A program that performs the steps of presenting the calculated indicator to the user and executing the above steps.

2. The program according to claim 1, wherein in the extraction step, a predetermined number of stocks are extracted as candidate stocks based on the trading price of each stock and the total number of stocks held by each user.

3. The program according to claim 2, wherein in the extraction step, parameters for each stock are identified based on multiplying the trading price of each stock by the total number of each stock held, and a predetermined number of stocks with the highest parameters are extracted as candidate stocks by comparing the parameters identified for each stock.

4. In the calculation step described above, Based on the parameters identified for each of the candidate stocks, the weighting of each candidate stock in the calculation of the index is determined, The program according to claim 3, which calculates the index based on the weighting of each of the selected candidate stocks and the trading price of each of the candidate stocks.

5. In the calculation step described above, Determining the weighting includes obtaining a combined parameter by summing the parameters specified for each candidate stock across all candidate stocks, and determining the ratio of each candidate stock's parameter to the combined parameter as the weighting for each candidate stock. The program according to claim 4, wherein calculating the index includes obtaining a value for each of the candidate stocks by multiplying the determined weight by the trading price, and obtaining the index based on the sum of the multiplied values ​​obtained for each of the candidate stocks.

6. The program according to claim 1, wherein, in the calculation step, for candidate stocks that have paid dividends, the index is calculated based on the market price of the trading price of the candidate stock and the dividend return rate relating to the dividend.

7. The program according to claim 1, wherein, in the calculation step, for candidate stocks that have undergone a stock split, the index is calculated based on the market price of the trading price of the candidate stock and the number of splits involved in the split.

8. In the extraction step, the process of extracting a predetermined number of stocks as candidate stocks is performed at regular intervals. The program according to claim 4, wherein in the calculation step, the index is calculated without changing the extracted candidate stocks within the specified period, and adjustment parameters are set to adjust the index so that the calculated index remains continuous even after the replacement of candidate stocks by the processing of the extraction step at each specified period, both before and after the replacement, and the adjustment parameters are applied to calculate the index after the replacement of candidate stocks.

9. The program further provides the following to one or more computer processors: The name of the calculated indicator is presented to the user as the subject of the transaction. The system accepts from the user the operation to buy and sell the name of the aforementioned indicator as the object of trading, The program according to claim 4, which, upon receiving a trade operation from the user regarding the name of the index, causes the program to perform a trade on the user targeting at least one of the candidate stocks that constitute the index.

10. The program according to claim 9, which, in response to receiving a buy / sell operation from the user regarding the name of the index, sets a transaction amount for each candidate stock that constitutes the index based on the weighting of each candidate stock that constitutes the index, and performs a transaction for each candidate stock based on the transaction amount set for each candidate stock.

11. The program according to claim 9, which, upon receiving a buy / sell operation from the user regarding the name of the index, sets a transaction amount for each candidate stock by equally allocating the transaction amount for the buy / sell operation to each candidate stock constituting the index, and performs a transaction for each candidate stock based on the transaction amount set for each candidate stock.

12. A method performed by a computer having one or more computer processors, The memory unit is configured to store information about each user's holdings of each stock, corresponding to the buying and selling transactions of the stocks that each user trades. The above method involves one or more computer processors, The steps include: extracting a predetermined number of stocks as candidate stocks from the stocks subject to trading, based on at least the number of each of the aforementioned stocks held by each user; The steps include: calculating an index that fluctuates according to the market price of each candidate stock, based on the market price of each of the predetermined number of candidate stocks that have been extracted; A method for performing the steps of presenting the calculated indicator to the user.

13. An information processing device, The memory unit is configured to store information about each user's holdings of each stock, corresponding to the buying and selling transactions of the stocks that each user trades. The control unit of the information processing device, The steps include: extracting a predetermined number of stocks as candidate stocks from the stocks subject to trading, based on at least the number of each of the aforementioned stocks held by each user; The steps include: calculating an index that fluctuates according to the market price of each candidate stock, based on the market price of each of the predetermined number of candidate stocks that have been extracted; An information processing device that performs the steps of presenting the calculated indicator to the user.

Images