Information processing device, method, and program
By storing and calculating user stock holdings and market indices, the program facilitates investment decisions, addressing the challenge of evaluating user investment performance and encouraging trading in financial services.
Patent Information
- Application Number
- JP2024189822
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2024-10-29
- Publication Date
- 2025-12-03
- Estimated Expiration
- 2044-10-29
AI Technical Summary
Users face difficulty in determining which stocks to invest in, especially in social networking services where evaluating investment performance of various users is challenging, making it hard to decide whether to trade financial products.
A program is provided to store information on users' stock holdings, extract candidate stocks based on user holdings, calculate an index fluctuating with market prices, and present this index to users, facilitating investment decisions.
This approach enables users to judge investment performance based on calculated indices, making it easier to determine the extent to which other users' investment behaviors should be considered, thereby encouraging trading.
Smart Images

Figure 0007779008000001_ABST
Abstract
Description
[Technical Field]
[0001] The present disclosure relates to an information processing device, a method, and a program. [Background technology]
[0002] Services that support trading of financial products, such as stock investments, are being offered. For example, services that allow you to trade financial products over the Internet and services available for smartphones have appeared.
[0003] Patent Document 1 describes a technology that enables online stock trading to remotely buy and sell financial products via a network. Patent Document 1 describes a technology that "particularly standardizes the way users issue trading instructions, allowing users to easily issue instructions to sell financial products to securities companies, etc. with a single touch." Specifically, it describes a financial product trading system that "displays an icon screen containing icons corresponding to multiple pre-extracted stocks on the same screen, allowing a screen to be displayed on which a trade corresponding to a desired stock can be made simply by selecting an icon." [Prior art documents] [Patent documents]
[0004] [Patent Document 1] International Publication No. 2016 / 110940 Summary of the Invention [Problem to be solved by the invention]
[0005] As described above, users who are able to select the financial products they wish to trade can search for and trade the desired stocks while referring to information such as investment news articles and government-announced indicators.
[0006] However, it is not easy to determine which stocks to invest in. Furthermore, in services where users can interact with each other, such as social networking services (SNS), there are cases where each user posts information about the stocks they trade. However, even in this case, it is not easy to evaluate the investment performance of various users, and it is also not easy to determine to what extent the content posted by these users should be used as a reference.
[0007] The purpose of the present disclosure is to make it easier to decide whether or not to trade financial products, thereby further encouraging trading. [Means for solving the problem]
[0008] To solve the above problem, a program for operating a computer having one or more computer processors is provided, which is configured to store, in a storage unit, information on users' holdings of each stock in response to each user's buying and selling of the stock that is the subject of a trade, and causes the one or more computer processors to execute the steps of: extracting a predetermined number of stocks as candidate stocks from the stocks that are the subject of a trade based on at least the number of stocks held by each user; calculating an index that fluctuates according to the market price of each of the extracted predetermined number of candidate stocks based on the market price of each of the candidate stocks; and presenting the calculated index to the user. [Effects of the Invention]
[0009] According to the present disclosure, it is possible to further facilitate the decision of whether or not to trade financial products, thereby further encouraging trading. More specifically, it is possible to judge the performance according to the investment behavior of each user based on the calculated index, making it easier to judge to what extent each user's investment behavior should be taken into consideration and whether the investment behavior is excellent, thereby further encouraging trading. [Brief explanation of the drawings]
[0010] [Figure 1] FIG. 1 is a diagram showing the configuration of the system 1. [Figure 2] FIG. 2 is a diagram showing the configuration of the server 20. As shown in FIG. [Figure 3] FIG. 3 is a diagram showing the configuration of the terminal 10. As shown in FIG. [Figure 4] FIG. 4 is a diagram showing the data structure of the user database 211. As shown in FIG. [Figure 5] FIG. 5 is a diagram showing the data structure of the stock trading database 212. [Figure 6] FIG. 6 is a diagram showing the data structure of the posting history database 213. As shown in FIG. [Figure 7] FIG. 7 is a diagram showing the data structure of the brand evaluation database 214. [Figure 8] FIG. 8 is a diagram showing the flow of processing for accepting a user's post on an SNS and making it viewable by other users. [Figure 9] FIG. 9 is a diagram showing the flow of a process for displaying the content posted by a user on an SNS and presenting an operation screen in response to an operation for specifying a brand. [Figure 10] FIG. 10 is a diagram showing the flow of a process for accepting, by touch operation, whether or not the user is interested in a stock. [Figure 11] FIG. 11 is a diagram showing the flow of processing for identifying brands recommended to a user and presenting them to the user. [Figure 12] FIG. 12 shows an example of a screen displaying posts by each user on a timeline of an SNS. [Figure 13] FIG. 13 shows an example of a screen that displays information about stocks that users are buying and selling, user rankings, and the like, while also presenting a search screen. [Figure 14] FIG. 14 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock. [Figure 15] FIG. 15 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock. [Figure 16]FIG. 16 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock. [Figure 17] FIG. 17 shows an example of a screen that displays information including a portfolio as the trading history of a specified user in response to an operation of specifying a user. [Figure 18] FIG. 18 shows an example of a screen in which the user's interest in a stock is accepted by touch operation. [Figure 19] FIG. 19 shows an example of a screen when the user's interest in a stock is accepted by touch operation. [Figure 20] FIG. 20 shows an example of a screen in which the user's interest in a stock is accepted by touch operation. [Figure 21] FIG. 21 is a diagram showing the data structure of the benchmark stock database 215. [Figure 22] FIG. 22 is a diagram showing the flow of processing for 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 processing for trading stocks that constitute an index by accepting an operation to trade by specifying an index. [Figure 24] FIG. 24 is an example of an operation screen that displays an index and accepts transactions based on the index. DETAILED DESCRIPTION OF THE INVENTION
[0011] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In all drawings describing the embodiments, common components are designated by the same reference numerals, and repeated description will be omitted. Note that the following embodiments do not unduly limit the content of the present disclosure described in the claims. Furthermore, not all components shown in the embodiments are necessarily essential components of the present disclosure. Furthermore, each drawing is a schematic diagram and is not necessarily a precise illustration.
[0012] In the following description, a "processor" refers to one or more processors. The at least one processor is typically a microprocessor such as a CPU (Central Processing Unit), but may also be another type of processor such as a GPU (Graphics Processing Unit). The at least one processor may be single-core or multi-core.
[0013] Furthermore, the at least one processor may be a processor in the broad sense, such as a hardware circuit (for example, a field-programmable gate array (FPGA) or an application-specific integrated circuit (ASIC)) that performs part or all of the processing.
[0014] In the following explanation, information that produces an output for an input may be described using expressions such as "xxx table," but this information may be data of any structure, or may be a learning model such as a neural network that produces an output for an input. Therefore, an "xxx table" may be referred to as "xxx information."
[0015] Furthermore, in the following description, the configuration of each table is an example, and one table may be divided into two or more tables, or all or part of two or more tables may be one table.
[0016] In addition, in the following explanation, processing may be described using the "program" as the subject, but since a program is executed by a processor to perform specified processing while appropriately using a memory unit and / or an interface unit, etc., the subject of the processing may also be the processor (or a device such as a controller that has that processor).
[0017] The program may be installed in a device such as a computer, or may be stored in, for example, a program distribution server or a computer-readable (e.g., non-transitory) recording medium. Also, in the following description, two or more programs may be realized as one program, or one program may be realized as two or more programs.
[0018] Furthermore, in the following description, identification numbers are used as identification information for various objects, but other types of identification information (for example, identifiers including alphabetic characters or symbols) may also be used.
[0019] In addition, in the following description, when describing elements of the same type without distinguishing between them, reference symbols (or common symbols among the reference symbols) may be used, and when describing elements of the same type with distinction between them, the identification numbers (or reference symbols) of the elements may be used.
[0020] In the following description, the control lines and information lines are those that are considered necessary for the description, and do not necessarily represent all the control lines and information lines in the product. All components may be interconnected.
[0021] <Outline of embodiment> The following is an outline of the embodiment.
[0022] In the first embodiment, a device for providing a social networking service (SNS) function and a financial product trading system will be described. In order to encourage interaction between users who invest, information on stocks corresponding to each user's portfolio and investment behavior (the results of stock trading) is displayed. This encourages interaction between users and encourages users to make their own investments based on the investment behavior of each user.
[0023] In the second embodiment, a process of calculating an index according to the investment behavior of users of the service provided by the server 20 will be described. More specifically, in the second embodiment, stocks that constitute an index are extracted based on stocks that are popular with each user, and an index that fluctuates according to the current value of the trading prices of the extracted stocks is calculated. For example, as a result of each user's investment behavior, based on the total number of stocks held by each user, the service calculates the market capitalization of each stock according to the user's holdings, thereby extracting stocks that are popular with each user.
[0024] First Embodiment <1.1 Overall system configuration> FIG. 1 is a diagram showing the configuration of the system 1.
[0025] 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 of another SNS other than the one provided by the server 20. These devices are connected to each other for communication via a network 80.
[0026] The server 20 is a device for providing a social networking service (SNS) function and a financial product trading system. As an SNS function, the server 20 encourages interaction between users by enabling users to mutually view the results of their posts.
[0027] The exchange 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 stock to be traded.
[0028] The investment information service server 40 is a device that provides traders with information such as government-announced indexes, investor relations information for listed companies, and columns by experts.
[0029] The server 50 of the other SNS is a service that encourages interaction between users by allowing users to mutually view the results of posts posted by each other, etc. For example, the user of the terminal 10 has an account of an SNS provided by the server 50 of the other SNS.
[0030] In the illustrated example, terminals 10 are shown as examples of terminals of users who use the SNS function and financial product trading system provided by the server 20. Each user operates a terminal.
[0031] In this embodiment, each device (terminal device, server, etc.) can also be considered as an information processing device. That is, a collection of devices can be considered as one "information processing device," and system 1 can be formed as a collection of multiple devices. The way in which multiple functions required to realize system 1 according to this embodiment are allocated to one or multiple pieces of hardware can be determined appropriately in consideration of the processing capacity of each piece of hardware and / or the specifications required for system 1.
[0032] The terminal 10 is a device operated by a user. The terminal 10 is realized, for example, as follows. · Handheld devices such as smartphones and tablets Desktop PCs (Personal Computers), laptop PCs Wearable devices worn by users (wristwatches, glasses, etc.) The terminal 10 includes a communication IF (Interface) 12 , an input device 13 , an output device 14 , a memory 15 , a storage 16 , and a processor 19 .
[0033] The communication IF 12 is an interface for inputting and outputting signals so that the terminal 10 can communicate with an external device.
[0034] The input device 13 is a device for receiving input operations from a user (for example, a touch panel, a touch pad, a pointing device such as a mouse, a keyboard, etc.).
[0035] The output device 14 is a device (such as a display or speaker) for presenting information to the user.
[0036] The memory 15 is for temporarily storing programs and data to be processed by the programs, and is a volatile memory such as a DRAM (Dynamic Random Access Memory).
[0037] The storage 16 is for storing data, and is, for example, a flash memory or a hard disk drive (HDD).
[0038] The processor 19 is hardware for executing an instruction set written in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, and the like.
[0039] The server 20 includes a communication IF 22 , an input / output IF 23 , a memory 25 , a storage 26 , and a processor 29 .
[0040] The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with external devices.
[0041] The input / output IF 23 functions as an interface with an input device for receiving input operations from the user and an output device for presenting information to the user.
[0042] The memory 25 is for temporarily storing programs and data to be processed by the programs, and is a volatile memory such as a DRAM (Dynamic Random Access Memory).
[0043] The storage 26 is for storing data, and is, for example, a flash memory or a hard disk drive (HDD).
[0044] The processor 29 is hardware for executing an instruction set written in a program, and is composed of an arithmetic unit, registers, peripheral circuits, and the like.
[0045] <1.2 Functional configuration of server 20> 2 is a diagram showing the configuration of the server 20. As shown in FIG. 2, the server 20 functions as a communication unit 201, a storage unit 202, and a control unit 203.
[0046] The communication unit 201 performs processing for the server 20 to communicate with external devices.
[0047] The storage unit 202 stores various databases such as a user database 211, a stock trading database 212, a posting history database 213, a stock evaluation database 214, and an index stock database 215.
[0048] The user database 211 is a database that manages information about each user, as will be described in detail later.
[0049] The stock trading database 212 is a database that manages the history of financial product transactions made by each user. Details will be described later.
[0050] The posting history database 213 is a database that manages the history of posts made by each user using the SNS function. Details will be described later.
[0051] The stock evaluation database 214 is a database that manages the results of each user's evaluation of the tradability of financial products. Details will be described later.
[0052] The benchmark stock database 215 is a database that manages information on stocks that make up an index, the index values of the index, etc., for an index calculated in accordance with the user's investment behavior and stock holding status. Details will be described later.
[0053] The control unit 203 is realized by the processor 29 reading a program stored in the storage unit 202 and executing instructions included in the program. By operating in accordance with the program, the control unit 203 performs functions indicated as a reception control module 2041, a transmission control module 2042, a user management module 2043, a stock suggestion module 2044, a posting processing module 2045, a stock trading module 2046, an evaluation processing module 2047, and an index calculation module 2048.
[0054] The reception control module 2041 controls the process by which the server 20 receives signals from external devices in accordance with a communication protocol.
[0055] The transmission control module 2042 controls the process in which the server 20 transmits signals to external devices in accordance with a communication protocol.
[0056] The user management module 2043 is a module for managing information about each user who uses the system 1. Specifically, the user management module 2043 accepts registration of information about each user and updates the user database 211.
[0057] The stock presentation module 2044 is a program module that performs processing to present stock information to the user.
[0058] The stock presentation module 2044 presents stock information to the user in the following manner. -In response to the user's operation to specify a stock by tapping on the stock icon, information about the specified stock (trading price chart, information about users who traded the stock, etc.) is displayed. Instead of the user specifying the icon of a brand, the icon of a recommended brand is presented in response to accessing the service provided by the server 20. The post processing module 2045 is a program module that accepts posts from users in the SNS function, updates the post history database 213, and allows users to view each other's posts by referring to the post history database 213.
[0059] The stock trading module 2046 is a program module that accepts an operation to order a stock from a user and performs processing to update the stock trading database 212 according to the order content.
[0060] The stock trading module 2046 processes orders received from users by sending them to the exchange server 30 that mediates the transaction, or by trading them negotiated with the business operator that operates the server 20.
[0061] The evaluation processing module 2047 is a program module that performs processing to receive an evaluation of the possibility of trading a stock from a user and update the stock evaluation database 214 .
[0062] The evaluation processing module 2047 receives the following evaluations from the user. -Evaluation of the stock to be purchased - Rating that you are not interested in the stock - Rating the stock to include it on a watch list to consider whether to buy it. The index calculation module 2048 is a program module that performs processing to calculate indexes according to the user's investment behavior and stock holdings.
[0063] More specifically, the index calculation module 2048 extracts stocks that constitute an index, calculates an index according to the extracted stocks, and replaces (rebalances) stocks.
[0064] <1.3 Configuration of Terminal 10> FIG. 3 is a diagram showing the configuration of the terminal 10. As shown in FIG.
[0065] As shown in FIG. 3, the terminal 10 includes multiple antennas (antenna 111, antenna 112), communication units (first communication unit 120, second communication unit 121) corresponding to the respective antennas, 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 memory unit 180, and a control unit 190. The terminal 10 also has functions and configurations (e.g., a battery for storing power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not specifically shown in FIG. 3. As shown in FIG. 3, the blocks included in the terminal 10 are electrically connected by a bus or the like.
[0066] The antenna 111 emits a signal emitted by the terminal 10 as a radio wave. The antenna 111 also receives a radio wave from space and provides the received signal to the first communication unit 120.
[0067] The antenna 112 emits a signal emitted by the terminal 10 as a radio wave. The antenna 112 also receives a radio wave from space and provides the received signal to the second communication unit 121.
[0068] The first communication unit 120 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 111 so that the terminal 10 can communicate with other wireless devices. The second communication unit 121 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal 10 can communicate with other wireless devices. The first communication unit 120 and the second communication unit 121 are communication modules including a tuner, a received signal strength indicator (RSSI) calculation circuit, a cyclic redundancy check (CRC) calculation circuit, a high-frequency circuit, and the like. The first communication unit 120 and the second communication unit 121 perform modulation / demodulation, frequency conversion, and the like for wireless signals transmitted and received by the terminal 10, and provide the received signals to the control unit 190.
[0069] Input device 130 has a mechanism for accepting input operations by a user. Specifically, input device 130 is configured as a touch screen and includes touch-sensitive device 131. Touch-sensitive device 131 accepts input operations by a user of terminal 10. Touch-sensitive device 131 detects the user's touch position on the touch panel, for example, by using a capacitive touch panel. Touch-sensitive device 131 outputs a signal indicating the user's touch position detected by the touch panel to control unit 190 as an input operation.
[0070] The display 132 displays data such as images, videos, and text under the control of the control unit 190. The display 132 is realized by, for example, an LCD, an organic EL display, or the like.
[0071] The audio processing unit 140 modulates and demodulates audio signals. The audio processing unit 140 modulates a signal provided 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 realized, for example, by a processor for audio processing. The microphone 141 accepts audio input and provides an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio 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. The GPS module is a receiving device used in a satellite positioning system. The satellite positioning system receives signals from at least three or four satellites, and detects the current location of the terminal 10 equipped with the GPS module based on the received signals.
[0073] The camera 160 is a device that receives light with a light receiving element and outputs the received light as a captured image. The camera 160 is, for example, a depth camera that can detect the distance from the camera 160 to a subject 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 configured with, for example, a 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 a program stored in the storage unit 180 and executing instructions included in the program. The control unit 190 is, for example, an application processor. By operating in accordance with the program, the control unit 190 fulfills 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 storage control unit 195.
[0077] Operation acceptance unit 191 performs processing to accept a user's input operation to an input device such as touch-sensitive device 131. Operation acceptance 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, based on information about the coordinates where the user has touched touch-sensitive device 131 with a finger or the like.
[0078] The transmitting / receiving unit 192 performs processing for the terminal 10 to transmit and receive data to and from an external device such as the server 20 in accordance with a communication protocol.
[0079] The data processing unit 193 performs calculations on data that the terminal 10 has received as input in accordance with a program, and outputs the calculation results to a memory or the like.
[0080] The notification control unit 194 performs processing for displaying a display image on the display 132, processing for outputting sound from the speaker 142, and processing for generating vibrations.
[0081] The storage control unit 195 controls the storage of data in the storage unit 180 .
[0082] A description will be given of various types of information stored in storage unit 180. In one aspect, storage unit 180 stores various types of information such as user information 181, SNS account information 182, and the like.
[0083] The user information 181 is information about a user who uses the services of the server 20. The user information 181 includes, for example, information such as the user's login ID.
[0084] The SNS account information 182 is information about the user's account in another SNS that is different from the SNS function provided by the server 20. The SNS account information 182 includes information such as the user's ID in the other SNS.
[0085] <Data Structure> 4 is a diagram showing the data structure of the user database 211. The user database 211 includes an item "user ID," an item "name," an item "profile," an item "following number," an item "follower number," an item "account balance," an item "portfolio," an item "portfolio disclosure settings," and an item "follower asset score."
[0086] The item "user ID" is information that identifies each user.
[0087] The item "name" is information indicating the name of the user.
[0088] Specifically, the item "Name" includes information on the name that the user has set as the poster name to be presented to other users in the SNS function provided by the server 20.
[0089] The item "profile" is information indicating the user's profile.
[0090] Specifically, the item "profile" includes information that is set by the user to be presented to other users as the poster's profile in the SNS function provided by the server 20.
[0091] The item "Number of Followed Users" is information about the number of accounts of other users that the user is following.
[0092] Specifically, the item "Number of Follows" includes information on the number of accounts of users being followed, which is calculated by referring to a follow list (not shown) that is updated when a user performs an operation to follow another user (including information on the user who performed the following operation, the followed user, and the date and time the following was performed, and also includes information on the operation history when the follow is canceled).
[0093] When a user follows another user, the user and the other user are associated with each other and registered in a follow list, but the manner in which users are associated with each other may be as follows. · Approval status Users do not need the approval of other users to follow them. Any content that requires the approval of other users when a user follows them · How each user registers in the list Users can unilaterally follow other users, and the list of other users that a user follows does not necessarily match the list of followers that follow that user. When users are associated with each other, other users are registered in each user's list as friends, etc. The item "Number of Followers" is information about the number of follower accounts.
[0094] Specifically, the item "number of followers" includes information on the number of accounts of other users who are following the user, which is tallied by referring to a follow list (not shown).
[0095] The item "account balance" is information on the balance that a user can use to place a purchase order for a financial product, etc.
[0096] The item "portfolio" is information about the breakdown (portfolio) of stocks held by the user.
[0097] Specifically, the item "Portfolio" includes the following information about stocks held by the user: Information identifying the stock (ticker) The average trading price of the stock (the average trading price can be determined by referencing the stock trading database 212 and aggregating each order). -Quantity of stocks held by the user The server 20 can aggregate this information on the stocks held by the user and compare it with real-time trading prices to determine the appraised value and profit / loss amount of the financial assets held by the user.
[0098] The item "Portfolio disclosure setting" is information on a setting as to whether or not information about stocks held by a user is to be disclosed to other users.
[0099] Specifically, the item "portfolio disclosure setting" includes information on the result of accepting a setting from the user as to whether or not the user's portfolio is to be made public to other users in the SNS function provided by the server 20.
[0100] The item "follower asset score" is information on the result of evaluating a user.
[0101] Specifically, the item "follower asset score" includes information on the score determined as follows as information on the result of evaluating a user. A score calculated based on the results of trading stocks of users who are followers. Specifically, it is a score calculated by adding up the financial assets of users who are followers. The score may be calculated at regular intervals (e.g., weekly), or may be calculated at any time when the user's information is made available for viewing (e.g., when the user's posted content is made available for viewing by other users, when an operation to specify a user is accepted and the information of the specified user is displayed, etc.).
[0102] 5 is a diagram showing the data structure of the stock trading database 212. The stock trading database 212 includes the following items: "Trading ID," "User ID," "Trading Date and Time," "Exchange," "Traded Stock," "Average Trading Price," "Trading Amount," "Buy / Sell Order," and "Contract Amount."
[0103] The item "Transaction ID" is information that identifies each transaction of a stock made by a user.
[0104] The item "user ID" is information for identifying a user.
[0105] Specifically, the item “user ID” corresponds to the item “user ID” of the user database 211 .
[0106] The item "transaction date and time" is information about the timing when the stock was traded.
[0107] Specifically, the item "transaction date and time" includes information on the timing when a buy order or a sell order was executed.
[0108] The item "Exchange" is information about the exchange of the financial product.
[0109] The item "traded issue" is information identifying the issue in which the transaction was made.
[0110] The item "average transaction price" is information about the average transaction price when a transaction of the stock is concluded.
[0111] Specifically, the item "average transaction price" includes information on the average transaction price calculated based on the transaction price of each transaction executed according to the quantity (number of shares) ordered by the user.
[0112] The item "transaction amount" is information on the amount of the transaction.
[0113] Specifically, the item "trading volume" includes information on the number of shares traded in the case of stock trading.
[0114] The item "Buy / Sell Order" is information indicating whether the transaction is a buy order or a sell order.
[0115] The item "agreement amount" is information on the amount agreed upon in the transaction.
[0116] 6 is a diagram showing the data structure of the posting history database 213. The posting history database 213 includes an item "posting ID," an item "user ID," an item "posting date and time," an item "posting content," an item "stocks included in the post," an item "portfolio attachment," an item "post from which the response originated," and an item "reaction."
[0117] The item "Post ID" is information that identifies each post posted by each user in the SNS function provided by the server 20.
[0118] The item "user ID" is information for identifying a user.
[0119] Specifically, the item “user ID” corresponds to the item “user ID” of the user database 211 .
[0120] The item "Posting date and time" is information about the timing of the posting.
[0121] The item "Posted Content" is information about the content posted by each user.
[0122] Specifically, the item "Post Content" includes information on posts that are accepted in the form of text entered by each user that includes information that identifies each stock, foreign exchange, etc. being traded (for example, a combination of a specific symbol and the stock's identification information (ticker, etc.)).
[0123] The item "Brands included in post" is information about brands when information specifying the brands is included in the content posted by each user.
[0124] Specifically, the item "Brands included in posts" includes information indicating the result of the determination by the server 20 that information specifying brands is included in the content of posts by each user.
[0125] The item "portfolio attachment" is information indicating whether or not the content posted by each user includes information about the user's portfolio.
[0126] Specifically, the item "Attach portfolio" includes information on the result of determining whether information specifying a portfolio is included in the content posted by the user, as follows. In the SNS function provided by the server 20, when a user posts, information specifying that the portfolio is to be made public (for example, using a specific symbol in the content of the post, or accepting an operation on the operation screen to include the portfolio in the post) is received, and it is determined that the portfolio is to be made public. The item "Response source post" is identification information of other related posts when a post is replied to in the form of a thread.
[0127] The item "reaction" is information about reactions made by other users to the post.
[0128] Specifically, the item "reaction" may include information on reactions made by other users to the post as follows. When a reaction button such as "Like" is pressed in association with the displayed post, information identifying the reaction (Like, etc.) and the number of reactions made by each user will be stored. 7 is a diagram showing the data structure of the stock evaluation database 214. The stock evaluation database 214 includes an item "Evaluation ID", an item "User ID", an item "Stock submission date and time", an item "Submitted stock", an item "Evaluation result", an item "Evaluation operation date and time", and an item "Stock detailed information".
[0129] The item "rating ID" is information that identifies each rating that a user has given to each brand.
[0130] Specifically, the item "Evaluation ID" is The item "user ID" is information for identifying a user.
[0131] Specifically, the item “user ID” corresponds to the item “user ID” of the user database 211 .
[0132] The item "stock presentation date and time" is information on the timing when the stock to be evaluated was presented to the user.
[0133] The item "presented stock" is information that identifies the stock presented to the user as an evaluation target.
[0134] Specifically, the item "offered issue" corresponds to information identifying each issue shown in the item "traded issue" of the issue trading database 212.
[0135] The item "Evaluation result" is information on the results of the user's evaluation of each brand.
[0136] Specifically, the item "Evaluation result" includes the result of receiving an evaluation on one of a plurality of levels as information on the result of the user's evaluation of each brand, as follows: I want to buy Not interested · On my watch list (not enough to "want to buy" but still interested) The item "rating operation date and time" is information on the timing when the user performed an operation to rate a stock.
[0137] The item "detailed stock information" is detailed information about the stock that will be used as a basis for the user's decision when the stock to be evaluated is presented to the user.
[0138] Specifically, the item "detailed stock information" includes information that can be used to make investment decisions, as follows: Company organizational information, such as number of employees ·Market value Dividend yield <Flow> FIG. 8 is a diagram showing the flow of processing for accepting a user's post on an SNS and making it viewable by other users.
[0139] For example, in response to access from a user, the server 20 presents a screen of an SNS function to the user.
[0140] In step S821, the server 20 presents the user with a screen for accepting posts from the user. For example, the server 20 displays a post button for accepting posts on the screen and accepts an input operation on the post button from the user.
[0141] In step S811, the terminal 10 accepts input of a post from the user. The terminal 10 is capable of accepting posts including stock codes. The terminal 10 is capable of accepting an operation to include the user's portfolio in the posted content. The terminal 10 transmits information including the user's posted content to the server 20.
[0142] In step S823, the server 20 receives information about the content posted by the user, and updates the posting history database 213 based on the information about the content posted.
[0143] FIG. 9 is a diagram showing the flow of a process for displaying the content posted by a user on an SNS and presenting an operation screen in response to an operation for specifying a brand.
[0144] In step S921, the server 20 refers to the posting history database 213 and displays the posts of each user on the operation screen so that the users can view them together.
[0145] The server 20 refers to the posting history database 213, and if the user's posting contains information that identifies a stock, the server 20 presents information on the stock's real-time trading price and a stock icon that can be specified. If the user's posting contains information on the user's portfolio, the server 20 presents details of the user's portfolio in a viewable manner.
[0146] For each user's post, the server 20 presents information on the item "follower asset score" in the user database 211 as information on the user who posted.
[0147] In step S911, the terminal 10 displays posts from each user. For example, the terminal 10 displays posts from each user side by side as a timeline according to the timing of each user's post. If the post includes information that identifies a stock, the terminal 10 displays the real-time trading price and accepts an operation to specify a stock icon.
[0148] In step S923, in response to the user's operation of designating a stock icon, the server 20 presents the user with a screen displaying a stock trading screen, information about users who traded the stock by referring to the stock trading database 212, and the results of aggregated stock buying and selling transactions (such as the ratio of buy orders to sell orders).
[0149] The server 20 displays the following as information about the user who traded the stock: -Users with the highest trading profits for the stock - Information of users who held the specified stock but have since sold it -Information on users who currently own the specified stock - Information about users who have the specified stock on their watchlist In step S913, the terminal 10 displays an icon indicating the stock, the aggregated results of buying and selling transactions of the stock, and information about users who have traded the stock on the operation screen. The terminal 10 displays the user information in a manner that allows the user to specify it.
[0150] In response to an operation to designate user information, the server 20 presents the following information as the designated user information. User Portfolio - User's assets FIG. 10 is a diagram showing the flow of a process for accepting, by touch operation, whether or not the user is interested in a stock.
[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., and identifies candidate stocks for which the user can evaluate the investment potential. The server 20 presents information about the identified candidate stocks to the user in a manner that allows the user to evaluate them.
[0152] In step S1011, the terminal 10 accepts input of an evaluation of the possibility of investing in a plurality of candidate stocks. For example, the terminal 10 displays a plurality of candidate stocks in order, and accepts, for each stock, an evaluation of considering buying, an evaluation of not being interested, or an evaluation of adding to a watch list, depending on the direction of the touch operation.
[0153] In step S1023, the server 20 updates the brand evaluation database 214 according to the result of the user's evaluation.
[0154] FIG. 11 is a diagram showing the flow of processing for identifying brands recommended to a user and presenting them to the user.
[0155] In step S1121, the server 20 refers to the database and identifies recommended stocks to be presented to the user. For example, recommended stocks may be identified based on the number of times and frequency of trades by each user, whether the stock is included in a post by each user, etc. The aggregated results of buying and selling transactions for the identified multiple stocks are presented in a manner that allows the stock icon to be specified.
[0156] In step S1111, the terminal 10 displays the identified multiple issues and the results of the buy and sell transactions for those issues.
[0157] <Screen configuration> FIG. 12 shows an example of a screen displaying posts by each user on a timeline of an SNS.
[0158] FIG. 13 shows an example of a screen that displays information about stocks that users are buying and selling, user rankings, and the like, while also presenting a search screen.
[0159] FIG. 14 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock.
[0160] FIG. 15 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock.
[0161] FIG. 16 is an example of a screen that displays information about a stock, including information about users who traded the stock, in response to a user's operation to specify the stock.
[0162] FIG. 17 shows an example of a screen that displays information including a portfolio as the trading history of a specified user in response to an operation of specifying a user.
[0163] FIG. 18 shows an example of a screen in which the user's interest in a stock is accepted by touch operation.
[0164] FIG. 19 shows an example of a screen when the user's interest in a stock is accepted by touch operation.
[0165] FIG. 20 shows an example of a screen in which the user's interest in a stock is accepted by touch operation.
[0166] The operation screen 1000 is a screen that accepts user operations in the services provided by the server 20.
[0167] In the example of FIG. 12, the operation screen 1000 shows an example in which a timeline listing posts from each user is displayed when the home operation receiving section 1028 is specified.
[0168] The trading period display area 1002 is an area that displays the period during which trading of financial products will begin on the exchange.
[0169] As shown in the figure, before trading begins, the trading period display area 1002 displays the time remaining until the exchange opens. Once trading begins, a message such as "Open" indicates that trading is possible.
[0170] The user icon display area 1004 is an area where an icon representing each user is displayed.
[0171] The user icon display area 1004 may be configured to display detailed information about the designated user as described below, by accepting an operation by the user to designate an icon.
[0172] The user name display area 1006 is an area where the user's name is displayed.
[0173] The user name display area 1006 includes information on the name of the user, which is identified by referring to the user database 211 .
[0174] The follower asset score display area 1008 is an 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 shown in the item "follower asset score."
[0176] The account name display area 1010 is an area where the user's account name is displayed.
[0177] The posting date and time display area 1012 is an area that displays the time when the user posted.
[0178] The posted content display area 1014 is an area where the content posted by the user is displayed.
[0179] The posted content display area 1014 refers to the posting history database 213 and displays information under the item "posted content."
[0180] The brand display area 1016 is an area that displays information about a brand when the user includes information that identifies the brand in the content of the post.
[0181] As shown in the figure, when a user includes information specifying a stock in the content of a post (for example, a combination of a specific symbol and stock identification information such as a ticker), the stock display area 1016 also displays the trading status of that stock (for example, information showing an increase or decrease compared to the previous day) by referring to the posting history database 213. In the example shown in the figure, the terminal 10 accepts a user operation on the stock display area 1016, and transitions to a screen for trading stocks, which will be described later, in response to the user operation on 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 the content of the post.
[0183] As shown in the figure, the issue details display area 1018 displays the name of the company corresponding to the issue and information on the real-time trading price of the issue. In the example shown in the figure, the terminal 10 accepts a user operation on the issue details display area 1018, and in response to the user operation, transitions to a screen for trading the issue, which will be described later.
[0184] The post evaluation operation receiving unit 1020 is an operation member that receives reaction operations from each user to a post.
[0185] The post evaluation operation receiving unit 1020 displays information (icons, etc.) corresponding to the types of reactions made by users and the number of reactions.
[0186] The post evaluation operation receiving unit 1022 is an operation member that receives a reaction operation from each user to a post.
[0187] The reply operation receiving unit 1024 is an operation member that receives an operation to reply to a post.
[0188] In the illustrated example, the reply operation receiving unit 1024 displays the number of replies to a post and information about an icon corresponding to the user who posted the reply. The terminal 10 displays a screen for posting a reply in response to an input operation by the user to the reply operation receiving unit 1024. Furthermore, in response to an operation on the icon of the user who posted the reply, which is displayed in the reply operation receiving unit 1024, the terminal 10 displays information about the user, as will be described later.
[0189] The posting operation receiving unit 1026 is an operation member that receives an operation to post to the SNS.
[0190] In response to a user's operation, the posting operation receiving unit 1026 opens a screen for inputting a post and presents it to the user.
[0191] The home operation receiving unit 1028 is an operation member that receives an operation to switch the display content to a timeline that displays posts by each user.
[0192] The home operation acceptance section 1028 is displayed as a menu at the bottom of the screen, and the menu also displays icons for a search operation acceptance section 1030, a trend viewing operation acceptance section 1032, etc. The terminal 10 may be configured to fix the icons of the menu at the bottom and display them at the bottom even when the user performs an operation to scroll the screen (for example, scrolling vertically to sequentially display the posted contents of each user).
[0193] The search operation receiving unit 1030 is an operation member that receives an operation to search for information such as a brand or user.
[0194] The trend viewing operation receiving unit 1032 is an operation member that receives an operation to display information on each stock category or on popular stocks with many transactions.
[0195] The history viewing operation receiving section 1034 is an operation member that receives an operation to display the history of transactions made by the user.
[0196] The search operation receiving unit 1036 is an operation member that receives operations for searching for various information such as brands and users.
[0197] In the illustrated example, the search operation receiving unit 1036 receives search input in the form of free text.
[0198] The viewing format designation receiving section 1038 is an operation member that receives designation to switch the format for displaying information on stocks traded by each user.
[0199] In the illustrated example, the viewing format designation receiving unit 1038 displays an icon corresponding to each stock, information on the number of transactions, and information on the trading price such as increases and decreases, side by side on the screen in a manner that allows scrolling in the horizontal direction. The terminal 10 may display the above information in a list format in response to a user operation on the viewing format designation receiving unit 1038.
[0200] The brand display area 1040 is an area that displays an icon corresponding to each brand.
[0201] The brand display area 1040 may display, for example, the logo of the company corresponding to each brand.
[0202] The transaction summary display area 1042 is an area that displays the transaction status of each stock.
[0203] In the illustrated example, the transaction summary display area 1042 displays information on the number of transactions made in a predetermined period (for example, one week, or a fixed period from the beginning of the week until the market closes at the end of the week). By displaying the icons corresponding to stocks in association with the number of transactions in this way, it is easy to understand which stocks are attracting attention, making it even easier for the user to select stocks.
[0204] The price movement display area 1044 is an area for displaying price movement information as information relating to the price of each stock.
[0205] In the illustrated example, the price movement display area 1044 displays information on whether the price is rising or falling, and the extent of the rise or fall.
[0206] Additionally, the terminal 10 may display a list of stocks whose prices are rising and a list of stocks whose prices are falling, arranged according to the rate of price increase or decrease.
[0207] The view format operation accepting section 1046 is an operating member that accepts an operation to switch the format for displaying the user rankings.
[0208] The viewing format operation receiving unit 1046 may be able to switch the display of the user rankings to the following formats. - Asset increase / decrease order (in order of increase / decrease rate within a certain period) If a particular stock is recognized as having a high trading frequency, the number of such stocks (only stocks that are currently recognized as having a high trading frequency may be displayed) Number of transactions (number of transactions within a certain period) The user information display area 1048 is an area that displays information about the user corresponding to the displayed ranking.
[0209] The user icon display area 1050 is an area where an icon representing each user is displayed.
[0210] The follow operation receiving unit 1052 is an operation member that receives an operation to follow the displayed user.
[0211] As shown in the figure, the follow operation receiving unit 1052 displays information about the user according to the ranking (such as the user's icon and information about assets held) along with the operation member for following (follow operation receiving unit 1052), thereby providing users with information that will be useful for following other users while allowing them to easily follow others, thereby further encouraging interaction between users.
[0212] The trading price display area 1054 is an area that displays information on the trading price of the specified stock.
[0213] The details viewing operation receiving section 1056 is an operating member that receives an operation to view detailed information about a specified stock.
[0214] The detail viewing operation receiving 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] The chart display area 1058 is an area for displaying a chart showing the time series transition of the trading price of a specified stock.
[0216] The display period designation receiving section 1060 is an operation member that receives designation of the period for displaying the chart.
[0217] In the illustrated example, the display period designation receiving unit 1060 displays a chart of daily price movements, but it may also be configured to display a chart of real-time trading prices while the market is open, and it may also be possible to specify to display a chart for a period such as a week or month.
[0218] The sell order operation receiving unit 1062 is an operation member that receives an order operation to sell a stock from a user.
[0219] The sell order operation receiving unit 1062 may display a screen for receiving designation of information required for a sell order (selling price, selling quantity, etc.) in response to a user operation.
[0220] The buy order operation receiving unit 1064 is an operation member that receives an order operation to buy a stock from a user.
[0221] The top trader count display area 1066 is an area that displays users who have traded the stock the most.
[0222] In the illustrated example, the top trading volume display area 1066 counts the number of times each user traded the displayed stock within a certain period (for example, a daily unit, a weekly unit, etc.), and displays information about the user with the most trades and information about that period.
[0223] The user icon display area 1068 is an area where an icon representing each user is displayed.
[0224] In response to a user's operation, user information is displayed in the user icon display area 1068. In this way, by displaying user information in the top transaction count display area 1066, it is possible to provide an opportunity to follow the user.
[0225] The history viewing operation receiving unit 1070 is an operating member that receives an operation to view the history of a user who has been determined to have traded a stock many times.
[0226] The holding history display area 1072 is an area that displays information about users who have traded the stock.
[0227] In the example shown, the holding history display area 1072 displays the icons of users who have held the stock in the past (but who do not currently hold it) and users who currently hold it, and depending on the user's operation to specify each icon, information about the user of the specified icon is displayed.
[0228] Furthermore, the holding record display area 1072 displays information on the number of users who currently hold the stock.
[0229] This makes it easier to decide whether or not to invest in a stock, while encouraging interaction between users.
[0230] The top performer display area 1074 is an area that displays information about users who have performed well as a result of trading on stocks.
[0231] In the illustrated example, the top performer display area 1074 displays information about users who have made large returns from trading stocks.
[0232] The user icon display area 1076 is an area where an icon representing each user is displayed.
[0233] The user icon display area 1076 displays user information in response to user operations.
[0234] The trading status display area 1078 is an area that displays the trading status of each user for a stock within a certain period of time.
[0235] In the illustrated example, the trading status display area 1078 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 provides the user with information to help them select stocks, such as whether they are expected to rise or fall in price, based on the breakdown of buys and sells, the number of people placing orders, etc.
[0236] The trade count display area 1080 is an area that displays the number of trades of a stock by each user.
[0237] In the illustrated example, the transaction number display area 1080 displays the number of trades that have been concluded by contracting orders.
[0238] The graph display area 1082 is an area that displays a graph of the ratio of buy orders to sell orders as the trading status of each user.
[0239] The 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 the icons of users who have placed buy orders, and displays detailed information about each user in response to an operation on the icon of each user. Also, in response to an operation on the buy order user display area 1084 by a user, a list of the corresponding users is displayed.
[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 the icons of users who have placed sell orders, and displays detailed information about each user in response to an operation on the icon of each user. Also, in response to an operation on the sell order user display area 1086 by a user, a list of the corresponding users is displayed.
[0243] The post display area for each stock 1088 is an area that displays posts made by each user regarding a stock.
[0244] In the illustrated example, the post display area 1088 for each stock refers to the post history database 213 and displays posts posted for each stock based on information identifying the stock included in the post.
[0245] The screen transition operation acceptance unit 1090 is an operation member that accepts an operation to transition to a screen for trading stocks (FIG. 15).
[0246] The extraction condition display area 1092 is an area for displaying the conditions for extracting users who have traded a stock.
[0247] The past trade designation receiving section 1094 is an operation member that receives a designation that the condition is a user who has traded a stock in the past but does not hold it.
[0248] In the illustrated example, the past transaction designation acceptance section 1094 is displayed in an emphasized manner different from the other conditions, indicating that the conditions are designated by the user.
[0249] The holding specification receiving unit 1096 is an operation member that receives a specification that the user is currently holding the stock as a condition.
[0250] The watch list entry specification receiving unit 1098 is an operation member that receives a specification that the user is registered on the watch list as a condition.
[0251] The all-conditions specification receiving unit 1100 is an operation member that receives a specification including all of these conditions as 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 where an icon representing each user is displayed.
[0254] The user icon display area 1104 displays user information in response to user operations.
[0255] The follow operation receiving unit 1106 is an operation member that receives an operation to follow the displayed user.
[0256] The profile display area 1108 is an area where the user's profile is displayed.
[0257] The post confirmation operation receiving unit 1110 is an operation member that receives an operation to confirm the displayed content of a user's post.
[0258] The follower confirmation operation receiving unit 1112 is an operation member that receives an operation to confirm the user's followers.
[0259] In the illustrated example, the follower confirmation operation receiving unit 1112 displays the number of followers.
[0260] The follow confirmation operation receiving unit 1114 is an operation member that receives an operation for checking users that a user is following.
[0261] In the illustrated example, the follow confirmation operation receiving unit 1114 displays the number of users being followed.
[0262] The interaction confirmation operation receiving unit 1116 is an operation member that receives an operation to confirm the content of communication that the user is having with other users.
[0263] In the illustrated example, the interaction confirmation operation receiving unit 1116 displays a score that evaluates the number of communications made through replies to a post, etc. In response to an operation on the interaction confirmation operation receiving unit 1116, posts with replies to the user's post, posts to which the user has replied, etc. are displayed.
[0264] The performance summary display area 1118 is an area that displays a summary of the user's trading performance.
[0265] In the illustrated example, the performance summary display area 1118 displays the percentage increase or decrease of assets.
[0266] The breakdown confirmation operation receiving unit 1120 is an operation member that receives an operation to confirm the stocks included in the user's portfolio.
[0267] The portfolio display area 1122 is an area that displays a visual depiction of the user's portfolio.
[0268] In the illustrated example, the portfolio display area 1122 displays icons of each stock side by side, with the size of the icon for each stock changing depending on the valuation of each stock (the larger the valuation, the larger the icon).
[0269] The transaction history display area 1124 is an area that displays the history of transactions made by the user.
[0270] The stock card display area 1126 is an area for displaying information about the stock to be evaluated.
[0271] As shown in the figure, 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] The terminal 10 draws the stock card display area 1126 so that a card-shaped figure moves in the direction of the swipe operation in response to a swipe operation by the user. Specifically, by swiping (flicking) the screen to the right, a rating of "I want to buy" is accepted. By swiping or flicking the screen to the left, a rating of "I'm not interested" is accepted. By swiping or flicking the screen to the top (or bottom), a rating of "I'll add this to my watchlist" is accepted.
[0273] In the example shown in the figure, the stock card display area 1126 is displayed on the display of the terminal 10 so that there is a blank area where the stock card display area 1126 is not displayed, but it is also possible to display the stock card display area 1126 across the entire screen.
[0274] The uninterested operation accepting section 1128 is an operating member that accepts an operation to evaluate the presented brand as "uninterested" by tapping.
[0275] The watchlist entry operation receiving unit 1130 is an operation member that receives an operation to evaluate a presented stock by tapping to "register it on the watchlist."
[0276] The purchase intention operation receiving unit 1132 is an operation member that receives an operation of rating the presented stock by tapping to the effect that "I want to buy."
[0277] The operation content display area 1134 is an area that displays the content of an operation when the user is trying to move a card by swiping it and evaluate it.
[0278] In the illustrated example, the operation content display area 1134 indicates that the user is about to rate the card "I want to buy" in response to a swipe of the card to the right. Also, while the swipe operation is depicted to move the card, a card corresponding to another stock is displayed on the back side to indicate that the next card will be presented for rating.
[0279] Summary information display area 1136 is an area that displays additional information about the stock.
[0280] In the illustrated example, the summary information display area 1136 displays the results of generating stock information using a large-scale language model, and displays a message indicating that the information was generated using a large-scale language model.
[0281] The company information display area 1138 is an area where information about the stock is displayed.
[0282] In the illustrated example, the company information display area 1138 displays information provided to investors, such as market capitalization.
[0283] <Second embodiment> The second embodiment will be described below.
[0284] <Data Structure of the Second Embodiment> 21 is a diagram showing the data structure of the benchmark stock database 215. The benchmark stock database 215 includes an item "index ID," an item "time of index establishment," an item "component stocks and weight allocation," an item "index value," an item "index calculation date," an item "divisor parameter," an item "presence or absence of stock split," and an item "adjustment by dividend."
[0285] The item "index ID" is information that identifies each parameter calculated according to the stock group that constitutes the index.
[0286] More specifically, the item "index ID" is identification information that is issued according to the timing of calculating the index (once a day in the illustrated example).
[0287] The item "Indicator setting time" is information on the time when the stock group that constitutes the indicator is extracted and the indicator is calculated for the extracted stock group.
[0288] In the illustrated example, the item "index setting time" indicates that the stocks that make up the index are replaced every certain period (for example, every three months).
[0289] The item "Constituent stocks and weight allocation" is information on the group of stocks that make up the index and the weighting determined for each stock.
[0290] In the example shown, the item "Constituent Stocks and Weight Allocation" shows an example in which the stocks that make up the index are replaced at regular intervals as described above, and at the same time, the weighting of each stock that makes up the index is also calculated.
[0291] As described above, the server 20 extracts stocks that make up the index, weights the extracted candidate stocks (weight allocation), and periodically replaces stocks (rebalances). Specifically, the server 20 calculates the candidate stocks that make up the index and their weights every quarter using the following method.
[0292] (1) Extraction of stocks that make up the index (step S2223 in FIG. 22, which will be described later) For each stock that server 20 makes available for trading to users, the following calculation is performed to determine the market capitalization (hereinafter sometimes referred to as "value") of each stock within the service based on the trading performance of each user of the service provided by server 20.
[0293] Value of a certain stock = current value of the trading price of that stock (e.g., stock price) × total number of stocks held by each user of the service provided by the server 20 (item "portfolio" of the 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 as candidate stocks to be included in the index.
[0294] (2) Calculation of weighting (weight distribution) for the extracted candidate stocks (step S2225 in FIG. 22, which will be described later) The server 20 calculates a total value by adding up the values of each of the extracted fixed number of brands.
[0295] The server 20 calculates the weighting (share in the index) of each stock as follows:
[0296] Weighting of extracted candidate stocks (%) = Value of non-party candidate stocks / Total calculated value In this way, based on the holdings of each stock by each user within the service, the market capitalization (value) of each stock within the service is calculated, and the stocks that make up the index are extracted, and the ratio of the value of a specific stock to the total value of the stocks that make up the index is calculated as the share (weighting) of that specific stock.
[0297] The item "index value" is information on parameters calculated from the current trading value of each stock that constitutes the index and the weighting of each stock.
[0298] In the illustrated example, the item "index value" indicates that the index is calculated once a day.
[0299] Following the above (1) extraction of stocks that make up the index (step S2223 in Figure 22 described later) and (2) calculation of weighting (weight distribution) of the extracted candidate stocks (step S2225 in Figure 22 described later), we will now explain how the server 20 calculates the index.
[0300] (3) Calculation of the initial value of the index When calculating an index based on the candidate stocks extracted as described above, the server 20 selects a divisor so that the initial value is a fixed value (for example, the initial value of the index is set to 1000).
[0301] Divisor for Initial Value = Total Value calculated in (2) / Constant Value (for example, if the initial value of the indicator is 1000, the constant value is 1000)
[0302] (4) Calculation method of the index When calculating the index (for example, once a day), the server 20 calculates a value obtained by multiplying the current value of the trading price (for example, stock price; values such as the opening price and closing price for the day may be used) of the candidate stock that constitutes the index by the weighting of that candidate stock (using the weighting value calculated when the candidate stock is extracted).By summing up the values calculated for each candidate stock in this way, the server 20 obtains "the result of performing a calculation for all candidate stocks based on the stock price and weighting of the trading price of the candidate stock."
[0303] The server 20 calculates the index value as follows.
[0304] Index value = Calculation result for all candidate stocks based on the stock price and weighting of the candidate stocks' trading prices / Divisor parameter The divisor parameter is adjusted in accordance with the rebalancing of the stocks that make up the index, as described below.
[0305] The item "index calculation date" is information about the timing of calculation of a parameter representing an index.
[0306] In the illustrated example, the item "index calculation date" indicates an example in which the index is calculated at a predetermined cycle (for example, once a day).
[0307] The item "Divisor Parameter" is information on an adjustment parameter that represents an index and is calculated according to the timing of calculation as appropriate, to make the parameter (index value) continuous even before and after the replacement of the stocks that make up the index.
[0308] More specifically, the item "divisor parameter" sets the divisor parameter so that the index value calculated in accordance with (4) above will be continuous before and after the replacement of the stocks that make up the index.
[0309] The item "Stock split or not" is information on the degree of influence of a stock split at the timing of calculating the index.
[0310] More specifically, the item "Stock Split" is information for adjusting the index value for corporate actions that affect the index. In the example shown, the item "Stock Split" holds information on the timing of calculating the index value (information identifying stocks that have undergone stock splits, associated with the item "Index Calculation Date"), and information on the number of splits. The item "Adjustment by dividends" is information on the degree of influence of dividend payments on the timing of calculating the index. More specifically, the item "Dividend Adjustment" is information for adjusting the index value for corporate actions that affect the index. In the example shown, the item "Dividend Adjustment" stores information for identifying stocks, information on dividends per share for stocks that pay dividends, and information on the impact on the index that is calculated based on this information, in association with the ex-dividend dates of the stocks (associated with the item "Index Calculation Date"). (5) Adjustments in response to events occurring in the stocks that make up the index For example, if a candidate stock is split due to a stock split, the parameters of the market value of the candidate stock's trading price when calculating the index are adjusted based on the split ratio. For example, if there is a stock that splits one share into two shares due to a stock split, the stock price when calculating the index value is multiplied by a ratio according to the number of splits (2x if one share is split into two shares), and that weighting is applied. This allows the continuity of the index value to be maintained.
[0311] In addition, for stocks that pay dividends, the dividend per share (dividend payout rate) is used to adjust the index on the ex-dividend date. For example, for a stock that goes ex-dividend, the dividend per share, the total number of shares held by each user, and the weighting of that stock are multiplied to calculate a value indicating the impact of the stock's ex-dividend on the index. If multiple stocks go ex-dividend on the same day, a value indicating the impact on the index for each stock is calculated and added together. The value indicating the impact of the ex-dividend on the index is applied to the index calculated using formula (4) above (the sum of these is calculated). This allows for the continuity of index values calculated according to the trading price of each stock to be maintained in response to corporate actions such as stock splits and ex-dividends.
[0312] <Flow of the second embodiment> FIG. 22 is a diagram showing the flow of processing for extracting stocks that constitute an index and calculating an index based on the extracted stocks.
[0313] The server 20 is configured to store information on the user's holdings of each stock (each user's portfolio) in the user database 211 of the memory unit 202 in response to each user's buying and selling of the stocks that are the subject of trading.
[0314] In step S2221, the index calculation module 2048 of the server 20 calculates parameters for evaluating each tradable stock based on the trading price of that stock and the total number of stocks held by each user. The index calculation module 2048 performs processes such as extracting stocks that make up the index and determining the weighting of each stock at regular intervals (for example, every three months, which is a quarter). More specifically, as described above, the index calculation module 2048 identifies, for each stock, the market capitalization (the above-mentioned "value") according to the investment status of each user of the service provided by the server 20 and the holding status of each stock.
[0315] In step S2223, the index calculation module 2048 of the server 20 extracts a predetermined number of stocks (for example, the top 30 stocks) with the highest parameter values as candidate stocks to constitute the index based on the parameters calculated for each stock (the value of each stock).
[0316] As described above, the index calculation module 2048 extracts a predetermined number of stocks as candidate stocks from stocks that are the subject of buying and selling transactions, based on at least the number of stocks held by each user.
[0317] More specifically, the index calculation module 2048 extracts a predetermined number of stocks as candidate stocks based on the trading price (stock price) of each stock and the total number of stocks held by each user.
[0318] More specifically, the index calculation module 2048 identifies the parameters of each stock by multiplying the trading price of each stock by the total number of stocks held, and compares the parameters identified for each stock to extract a predetermined number of stocks with the highest parameters as candidate stocks.
[0319] In step S2225, the index calculation module 2048 of the server 20 sums up 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 value. The index calculation module 2048 calculates the ratio of the calculated parameter for each candidate stock to the total value and stores the calculated result as a weighting (share) for each candidate stock.
[0320] In this way, the index calculation module 2048 determines the weighting of each candidate stock in calculating the index based on the parameters (values) specified for each candidate stock. Here, in determining the weighting, the index calculation module 2048 obtains an aggregate parameter by adding up the parameters specified for each candidate stock for all candidate stocks, and determines the ratio of each candidate stock's parameter to the aggregate parameter as the weighting for each candidate stock.
[0321] In this way, 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 index calculation module 2048 of the server 20 obtains a value for each candidate stock by multiplying the trading price of the candidate stock by the weighting for that candidate stock. The index is calculated by summing these values and reflecting the adjustment parameter. More specifically, the index calculation module 2048 calculates the index by dividing the sum by a predetermined divisor as the adjustment parameter.
[0323] More specifically, the index calculation module 2048 calculates 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 extracted candidate stocks.
[0324] The index calculation module 2048 calculates an index based on the determined weighting of each candidate stock and the trading price of each candidate stock. More specifically, the index calculation module 2048 obtains an index by multiplying the determined weighting by the trading price for each candidate stock and summing up the multiplied values obtained for each candidate stock.
[0325] Furthermore, the index calculation module 2048 may adjust and calculate the index for the candidate stocks that constitute 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 value of the trading price of the candidate stock and the dividend payout rate for the dividend. For candidate stocks that have undergone a stock split, the index calculation module 2048 may calculate the index based on the market value of the trading price of the candidate stock and the number of splits for the split.
[0326] As explained above, the index calculation module 2048 performs a process of extracting a predetermined number of stocks as candidate stocks every certain period. During this certain period, the index calculation module 2048 calculates indexes without changing the extracted candidate stocks, sets adjustment parameters to adjust the calculated indexes so that they are continuous even when the candidate stocks are replaced before and after the replacement every certain period, and applies the adjustment parameters to calculate the indexes after the candidate stocks are replaced.
[0327] In step S2229, the index calculation module 2048 of the server 20 notifies the user that the candidate stocks have been extracted and the index has been calculated. For example, the index calculation module 2048 may notify the user that the candidate stocks have been replaced and information on the weighting of the candidate stocks after the replacement, each time the timing (every fixed period) for replacing the candidate stocks that make up the index arrives.
[0328] In step S2211, the terminal 10 displays that the candidate stocks have been extracted and the indexes have been calculated.
[0329] FIG. 23 is a diagram showing the flow of processing for trading stocks that constitute an index by accepting an operation to trade by specifying an index.
[0330] In step S2321, the stock trading module 2046 of the server 20 presents an operation screen for trading stocks to the user of the terminal 10. The operation screen displays an index calculated according to the trading price of the stock and an operation section for accepting trades based on the 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 object of trading.
[0331] In step S2311, the terminal 10 accepts an operation to trade based on the indicator from the user. More specifically, the terminal 10 accepts an operation to place a buy order or an operation to place a sell order from the user based on the indicator.
[0332] In step S2323, the stock trading module 2046 of the server 20 accepts an operation to trade based on the index, and determines the allocation of the trading amount to each candidate stock according to the trading amount.
[0333] In this way, the stock trading module 2046 receives from the user an operation to buy or sell a name related to an index as the subject of the transaction, and in response to receiving from the user an operation to buy or sell a name related to an index, executes a transaction for the user involving at least one of the candidate stocks that make up the index.
[0334] Here, in response to receiving an operation from a user to buy or sell a name related to an index, the stock trading module 2046 may set the trading amount for trading each candidate stock based on the weighting of each candidate stock that makes up the index, and may conduct trading for each candidate stock based on the trading amount set for each candidate stock.
[0335] In addition, in response to receiving an operation from a user to buy or sell a name related to an index, the stock trading module 2046 may set the trading amount for trading each candidate stock by equally allocating the trading amount for the buying or selling operation to each candidate stock that constitutes the index, and may conduct trading for each candidate stock based on the trading amount set for each candidate stock.
[0336] In step S2325, the stock trading module 2046 of the server 20 executes trading of each candidate stock in accordance with the allocation of the trading amount to each of the candidate stocks constituting the index. For example, the stock trading module 2046 may execute trading of each candidate stock in a bilateral transaction with a user in accordance with the current stock price of each candidate stock and the allocation of the trading amount to each candidate stock, or may execute trading of each candidate stock in accordance with the allocation of the trading amount to each candidate stock by a market order or the like on the open market.
[0337] In step S2327, the server 20 presents the results of the trades of each candidate stock to the user of the terminal 10.
[0338] In step S2313, the terminal 10 displays the results of the transaction based on the index.
[0339] <Example of a screen in the second embodiment> FIG. 24 is an example of an operation screen that displays an index and accepts transactions based on the index.
[0340] The trading operation screen 2400 is an operation screen for accepting operations for buying and selling orders targeting an index.
[0341] The transaction operation screen 2400 corresponds to each process such as steps S2321 and S2311 in FIG.
[0342] The index value display area 2402 is an area for displaying the calculated index.
[0343] In the illustrated example, the index value display area 2402 displays the calculated index value, the timing of calculation (for example, if the index is calculated once a day, the date the index was calculated), and the increase or decrease from the previous calculation.
[0344] In the illustrated example, the time-series data of the index calculated by the index calculation module 2048 is displayed in chart format. However, a chart of the time-series data of another benchmark index (e.g., an index index such as the Nikkei Average or the S&P 500, or a specific stock) may also be displayed together to enable comparison with the performance of the index calculated by the index calculation module 2048. Although not illustrated, an operation member for specifying the other benchmark index may be displayed together with the chart display area 2408 on the trading operation screen 2400, and the specified other index and the index calculated by the index calculation module 2048 may be displayed in the chart display area 2408 in accordance with a user's operation of the operation member. In this way, by displaying an index of the most popular stocks (an index calculated by the index calculation module 2048) and an index of a general index in a comparable manner to each user of the service provided by the server 20, an opportunity to refer to the investment behavior of other users (such as the trading history of stocks, each user's portfolio, etc.) can be provided, which may encourage interaction between users of the service provided by the server 20.
[0345] The index portfolio confirmation operation unit 2404 is an operation member that accepts an operation to confirm each stock that constitutes the index.
[0346] In the illustrated example, the index portfolio confirmation operation unit 2404 displays the stocks that make up the index and the weighting of each stock by overlaying, outputting a separate window, or the like, in response to a user operation.
[0347] The sector confirmation operation section 2406 is an operation member that accepts an operation to display each stock that constitutes an index by industry sector.
[0348] In the illustrated example, the sector confirmation operation unit 2406 may classify candidate stocks into sectors into which each stock is pre-classified, such as "semiconductor-related," "services and software," "automotive industry," "pharmaceutical industry," etc., in response to user operation, and display the total value obtained by adding up the weightings of each candidate stock for each sector.
[0349] The chart display area 2408 is an area for displaying a chart showing the time series transition of index values.
[0350] In the illustrated example, the chart display area 2408 displays a chart for 30 days, which is the period specified in the display period specification section 2416.
[0351] The stock extraction details display area 2410 is an area that displays the details of an event when an event related to the calculation of an index occurs.
[0352] The stock extraction details display area 2410 may display the contents of events related to the calculation of the index, and may include the following: - The replacement of stocks that make up the index (rebalancing) and the timing (date of rebalancing) - The calculated index value has been adjusted due to corporate actions regarding the stocks that make up the index (for example, the stock split mentioned above). The issue confirmation operation unit 2412 is an operation member that accepts an operation to check the history of the candidate issues that make up the index.
[0353] More specifically, the stock confirmation operation unit 2412 displays information on past stocks that make up the index, with the breakdown of the stocks that make up the index separated according to the time of rebalancing, in response to user operations (for example, if the stocks that make up the index are replaced every three months, the stocks that make up the index will be maintained for three months, so the history of replacement of stocks that make up the index every three months in the past can be distinguished).
[0354] The time-series data confirmation operation unit 2414 is an operation member that accepts an operation to confirm the time-series data of the index value.
[0355] More specifically, the time series data confirmation operation unit 2414 displays the history of index values for each timing at which the index is calculated (for example, if the index is calculated once a day, the index value for each day) in response to user operation.
[0356] The display period designation section 2416 is an operation member that accepts designation of the period for displaying the chart.
[0357] In the illustrated example, the display period designation section 2416 displays a chart of the time series change in the index value for a "30 day period," but any period may be designated.
[0358] The sell order operation unit 2418 is an operation member that accepts an operation for a sell order from the user targeting the name of an index.
[0359] In the illustrated example, the sell order operation unit 2418 displays that the user holds each stock that constitutes the index, and that sell orders can therefore be placed. Alternatively, if the user does not hold each stock that constitutes the index, the sell order operation unit 2418 may display this fact and not accept sell orders.
[0360] The selling price of each stock constituting the index may be determined based on the amount specified by the user and, for example, the weighting (%) of each stock constituting the index, in response to a user's operation on the sell order operation unit 2418. The server 20 may accept buying and selling of stocks in bilateral transactions with users, thereby accepting transactions of decimal shares.
[0361] Furthermore, in response to a user's operation on the sell order operation unit 2418, an upper limit on the amount of a sell order that can be placed may be set according to the number of stocks held by the user. For example, when the amount to sell each stock is determined based on the weighting of each stock that constitutes an index, the maximum quantity that can be sold is determined according to the trading price of each stock. For example, since the quantity that can be sold for a stock is determined based on the selling amount according to the weighting of the stock and the trading price of the stock, the upper limit on the amount that the user can sell is also determined based on the number held by the user and the trading price of the stock.
[0362] Therefore, since the upper limit of the amount that a user can sell is determined according to the number of each stock that the user holds, the trading operation screen 2400 may display the upper limit of the amount that a user can sell when trading based on an index, or may invalidate the input of a selling amount that exceeds the upper limit of the amount that a user can sell (up to the upper limit of the amount that can be sold), or may allow the user to specify that they will sell at the upper limit of the amount that they can sell (for example, a button may be displayed that specifies that they will sell at the upper limit of the amount that they can sell).
[0363] The buy order operation unit 2420 is an operation member that accepts buy order operations for buying each stock that constitutes an index from the user.
[0364] The trading method designation section 2422 is an operation member that accepts designation of the allocation of the trading amount to each stock that constitutes the index when trading the name of the index.
[0365] In the illustrated example, the trading method designation unit 2422 accepts a designation as a "weighted trade" in which an amount designated by the user is allocated to each stock according to the weighting (%) of each stock that constitutes the index. Also, a designation as an "equal allocation trade" in which an amount designated by the user is allocated equally to each stock that constitutes the index is displayed as being able to be accepted, and the user can designate either a "weighted trade" or an "equal allocation trade."
[0366] The transaction record confirmation operation unit 2424 is an operation member that accepts an operation to confirm the transaction record of each user for the index.
[0367] In the illustrated example, the transaction record confirmation operation unit 2424 displays information about the user who placed an order for the index, information about the transaction amount for the order, etc., in response to a user operation.
[0368] The user's portfolio confirmation operation section 2426 is an operation member that accepts an operation to confirm the user's portfolio.
[0369] <Modification> The inventions described in the above embodiments may be combined with each other. (Modification of the first embodiment) In the above description of the embodiment, an example has been described in FIG. 19 etc. in which an object including information about a stock is displayed on the screen and the results of the user's stock evaluation are distributed depending on the direction of a swipe or flick operation. In addition, an object containing user information regarding whether or not a user will follow another user may be displayed on the screen, and the operation content regarding whether or not to follow another user may be assigned depending on the direction of the swipe or flick operation. For example, the server 20 presents information about other users to the user by displaying an object containing the information about the other users at a predetermined timing. The object displays information about the user, such as the user's score, portfolio, posted content, followers, and following, as described with reference to FIG. The server 20 displays the object on the screen of the terminal 10 and accepts an operation of "follow" or "don't follow" depending on the direction of the swipe or flick operation. For example, a "follow" operation may be accepted by swiping (flicking) the screen to the right, and an "don't follow" operation may be accepted by swiping (flicking) the screen to the left. The server 20 may present the user with the above object including information about other users the user has not yet followed, and accept a designation of follow or don't follow via a touch operation. By following each other, users can thereby encourage interaction, such as viewing each other's investment-related posts, and further encourage investment. Furthermore, for other users that a user is already following, an object containing information about the other users may be displayed in the same manner as above, and a touch operation to decide whether or not to follow the other users may be accepted. This provides each user with an opportunity to decide whether or not to continue following the other users, further optimizing the following and follower relationships of each user. The server 20 displays objects containing information on one or more other users one after another each time the user specifies whether to follow the other user by touch operation, thereby allowing the user to easily specify whether to follow the other user. The server 20 may present an object including information about other users to the user as described above and accept a designation as to whether or not to follow the user, and may set the following conditions as triggers. The trigger is when the user executes an application (when a new application is started, or when the terminal 10 returns from a sleep state). Triggered when the frequency, number of transactions, volume, or transaction amount of a user's transactions reaches a certain level Triggered when the frequency and number of user posts about transactions reaches a certain level Triggered by the number of other users a user follows or is followed by reaching a certain level The server 20 may extract candidates for other users for which a designation as to whether or not to follow is to be accepted as follows. Other users who trade the same stocks as the user with a certain frequency, number of times, or number of holdings. Follower Asset Score is above a certain level or other users who are in the top ranks - Your account balance is above a certain amount, or you are a member of another user listed above. Other users who post at a certain frequency and frequency Other users who have a certain number of followers or followings Other users who have made their portfolios public
[0370] (Modification of the second embodiment)
[0371] (1) A method for extracting stocks that make up an index according to the user's level of interest In the above second embodiment, an example has been described in which stocks constituting an index are extracted in accordance with the stock holding status of each user, and an index value is calculated. Stocks constituting an index may also be extracted in accordance with information on stocks that each user focuses on, and for example, the following may be done. Stocks may be extracted according to the volume of stock traded by each user in the service. 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 (the larger the volume of trades by each user in the service) as stocks that constitute the index. The stocks constituting the index may be extracted according to the frequency with which stock information is included in posts by users on the service. For example, the server 20 may refer to the posting history database 213 and identify stocks included in posts by each user, and extract stocks that are frequently talked about by each user and posted, stocks that frequently receive responses, stocks included in posts with a high number of responses, etc., as stocks constituting the index. The stocks that make up the index may be extracted according to the track record of stock evaluations by users in the service. For example, the server 20 may refer to the stock evaluation database 214 and extract stocks that have been evaluated by users many times or frequently as stocks that make up the index. Here, the server 20 may extract stocks that make up the index according to the content of the evaluations of the stocks (for example, by placing emphasis on evaluations that the user is interested in, such as "buy" or "on watch list"). (2) Extraction method of stocks that make up the index according to sector In the above embodiment, an example has been described in which stocks constituting an index are extracted regardless of the sector of the stock. Alternatively, the sector associated with the stock may be identified and then the stocks constituting the index may be extracted. For example, for "semiconductor-related" stocks, a predetermined number of stocks may be extracted from "semiconductor-related" depending on the stock holding status of each user as described above, and an index may be calculated. In this way, an index targeting all sectors and an index targeting a specific sector may be calculated and presented to the user, or an operation to trade based on each index may be accepted from the user and trading may be carried out. <Other> The above-described configurations, functions, processing units, processing means, etc. may be partially or entirely implemented in hardware, for example, by designing them as integrated circuits. The present invention can also be implemented by software program code that implements the functions of the embodiments. In this case, a storage medium on which the program code is recorded is provided to a computer, and a processor in the computer reads the program code stored in the storage medium. In this case, the program code itself read from the storage medium implements the functions of the above-described embodiments, and the program code itself and the storage medium on which it is stored constitute the present invention. Examples of storage media for providing such program code include flexible disks, CD-ROMs, DVD-ROMs, hard disks, SSDs, optical disks, magneto-optical disks, CD-Rs, magnetic tape, non-volatile memory cards, and ROMs.
[0372] Furthermore, the program code that realizes the functions described in this embodiment can be implemented in a wide range of program or script languages, such as assembler, C / C++, perl, Shell, PHP, and Java (registered trademark).
[0373] Furthermore, the program code of the software that realizes the functions of the embodiments 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 processor of the computer may read and execute the program code stored in the storage means or storage medium.
[0374] The functions performed by the components described herein may be implemented in circuitry or processing circuitry, including general-purpose processors, application-specific processors, integrated circuits, ASICs (Application Specific Integrated Circuits), a CPU (a Central Processing Unit), conventional circuits, and / or combinations thereof, programmed to perform the described functions. A processor includes transistors and other circuits and is considered to be circuitry or processing circuitry. A processor may also be a programmed processor that executes programs stored in memory.
[0375] In this specification, a circuitry, unit, or means is hardware that is programmed to realize or performs the described functions, which may be any hardware disclosed herein or any hardware known to be programmed to realize or perform the described functions.
[0376] If the hardware is a processor considered to be a type of circuitry, the circuitry, means, or unit is a combination of the hardware and software used to configure the hardware and / or processor.
[0377] Although several embodiments of the present disclosure have been described above, these embodiments can be embodied in various other forms, and various omissions, substitutions, and modifications can be made without departing from the spirit of the invention. These embodiments and modifications are intended to be included in the scope of the inventions and their equivalents as defined in the claims, as well as in the scope and spirit of the inventions.
[0378] (Addendum) The matters described in the above embodiments will be supplemented below.
[0379] (Additional notes to the first embodiment)
[0380] (Appendix 1) A program for operating a computer having a computer processor, the program being configured to store in a memory unit the history of each user's buying and selling transactions of stocks that are the subject of trading, and causing the computer processor to execute the steps of presenting stock information and accepting an operation to specify a stock, and, in response to a user's operation to specify a stock, referencing the history of buying and selling transactions of the stock by multiple users and presenting a screen that accepts operations to buy and sell the specified stock along with information of users who have traded the specified stock.
[0381] (Appendix 2) A program as described in Appendix 1, which refers to the history of stock buying and selling transactions by multiple users stored in a memory unit, and for each of the multiple stocks, associates an icon representing the stock with the aggregated results of the stock's buying and selling transactions and presents them to the user.
[0382] (Appendix 3) A program as described in Appendix 2, which presents stock icons so that they can be selected by the user, and in response to receiving an operation from the user to select a stock icon, presents the user with a screen that accepts operations for buying and selling transactions for that stock.
[0383] (Appendix 4) The program further causes the computer processor to execute the steps of accepting input of posts from each user and presenting the accepted posts so that they can be viewed by other users, wherein in the accepting step, input of posts including information that identifies a stock is accepted, and if the post includes information that specifies a stock, the stock included in the post is made specifiable and viewable by other users, and by accepting an operation from a user to specify a stock, a trading screen for the specified stock and posts from each user that include information that specifies the stock are presented. A program described in any of Appendices 1 to 3.
[0384] (Appendix 5) A program as described in Appendix 4, which, if a post contains information specifying a stock, associates information regarding the real-time trading price of that stock with the post and makes it viewable by users.
[0385] (Appendix 6) The program described in any of Appendices 1 to 4 further causes a computer processor to execute the steps of accepting input from each user of an evaluation of the possibility of investing in each stock, identifying candidate stocks to present to each user based on the evaluation of each stock input by the user, and presenting the identified candidate stocks to the user.
[0386] (Appendix 7) The program described in Appendix 6, wherein in the receiving step, information about the stock is displayed on the screen for the user and a touch operation on the information about the stock is received, and input of a stock evaluation is received depending on the direction of the touch operation, and input of an evaluation including an evaluation indicating that buying is being considered and an evaluation indicating that there is no interest in trading is received depending on the direction of the touch operation.
[0387] (Appendix 8) The program described in Appendix 7, wherein in the step of presenting candidate stocks to the user, stocks that meet both of the following conditions are presented to the user: the stocks have received evaluations from users indicating that they are considering buying them; and the trading prices of the stocks are fluctuating in the market.
[0388] (Appendix 9) A program described in any of Appendices 1 to 8, wherein in the step of presenting information about a stock, information about users with the highest trading profits for that stock is presented in response to an operation of specifying the stock.
[0389] (Appendix 10) A program described in any of Appendices 1 to 9, in which, in a step of presenting information about a stock, in response to an operation of specifying a stock, information about users who held the specified stock but have since sold it, and information about users who currently hold the specified stock, are presented.
[0390] (Appendix 11) A program described in any of Appendices 1 to 10, which displays information about the portfolio of stocks held by a user by accepting the user's information.
[0391] (Appendix 12) A program described in any of Appendices 1 to 11, which accepts an operation from a user to associate the user with another user, stores in a memory unit that the user is associated with the other user, and allows a second user to view information about a first user, thereby allowing the second user to view information about a score determined according to assets held by one or more users associated with the first user.
[0392] (Appendix 13) A method for operating a computer having a computer processor, the method being configured such that the computer processor stores in a memory unit a history of each user's buying and selling transactions of a stock that is the subject of a trade, and the method executes the steps of: presenting information about the stock and accepting an operation to specify the stock; and, in response to the user's operation to specify the stock, referencing the history of buying and selling transactions of the stock by multiple users and presenting a screen that accepts operations to buy and sell the specified stock along with information about users who have traded the specified stock.
[0393] (Appendix 14) An information processing device, the control unit of which is configured to store in a memory unit the history of each user's buying and selling transactions of stocks that are the subject of a trade, and which executes the steps of presenting information about the stock and accepting an operation to specify the stock, and, in response to the user's operation to specify the stock, referencing the history of buying and selling transactions of the stock by multiple users and presenting a screen that accepts operations to buy and sell the specified stock along with information about users who have traded the specified stock.
[0394] (Additional notes to the second embodiment)
[0395] (Appendix 1) A program for operating a computer having one or more computer processors, configured to store in a memory unit information on a user's holdings of each stock in response to each user's buying and selling of the stocks that are the subject of trading, and the program causes the one or more computer processors to execute the following steps: extracting a predetermined number of stocks as candidate stocks from the stocks that are the subject of buying and selling transactions based on at least the number of stocks held by each user; calculating an index that fluctuates according to the current value of each candidate stock based on the current value of the trading price of each of the extracted predetermined number of candidate stocks; and presenting the calculated index to the user.
[0396] (Appendix 2) A program as described in Appendix 1, in which, 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.
[0397] (Appendix 3) A program as described in Appendix 2, in which, in the extraction step, the parameters of each stock are identified by multiplying the trading price of each stock by the total number of stocks held for that stock, and the parameters identified for each stock are compared to extract a predetermined number of stocks with the highest parameters as candidate stocks.
[0398] (Appendix 4) The program described in Appendix 3, wherein in the calculation step, a weighting for each candidate stock in calculating the index is determined based on parameters identified for each candidate stock, and the index is calculated based on the determined weighting for each candidate stock and the trading price of each candidate stock.
[0399] (Appendix 5) The program described in Appendix 4, wherein in the calculating step, determining a weighting includes obtaining a combined parameter by adding up parameters identified for each candidate stock for all candidate stocks, and determining the ratio of each candidate stock's parameter to the combined parameter as a weighting for each candidate stock; and calculating an index includes obtaining a value for each candidate stock by multiplying the determined weighting by the trading price, and obtaining an index based on summing up the multiplied values obtained for each candidate stock.
[0400] (Appendix 6) A program described in any of Appendices 1 to 5, wherein in the calculation step, for candidate stocks that have paid dividends, an index is calculated based on the current market value of the trading price of the candidate stock and the dividend payout rate for the dividend.
[0401] (Appendix 7) A program described in any of Appendices 1 to 6, wherein in the calculation step, for candidate stocks that have undergone a stock split, the index is calculated based on the current market value of the trading price of the candidate stock and the number of splits involved in the split.
[0402] (Appendix 8) A program described in any of Appendices 4 to 7, in which in the extraction step, a process of extracting a predetermined number of stocks as candidate stocks is performed at regular intervals, and in the calculation step, indexes are calculated within the regular interval without changing the extracted candidate stocks, and adjustment parameters are set to adjust the indexes calculated so that they are continuous even when the candidate stocks are replaced before and after the replacement of the candidate stocks by the extraction step processing at regular intervals, and the adjustment parameters are applied to calculate the indexes after the candidate stocks are replaced.
[0403] (Appendix 9) The program described in any of Appendices 4 to 8, further causing one or more computer processors to present the name related to the calculated index to a user as a trading target, accept from the user an operation to buy or sell the name related to the index as a trading target, and, in response to accepting from the user an operation to buy or sell the name related to the index, conduct a transaction for the user targeting at least one of the candidate stocks that make up the index.
[0404] (Appendix 10) A program as described in Appendix 9, which, in response to receiving an operation from a user to buy or sell a name related to an index, sets a transaction amount for trading each candidate stock based on the weighting of each candidate stock that constitutes the index, and trades each candidate stock based on the transaction amount set for each candidate stock.
[0405] (Appendix 11) A program described in any of Appendices 9 to 10, which, in response to receiving from a user an operation to buy or sell a name related to an index, sets the transaction amount for trading each candidate stock by equally allocating the transaction amount for the operation to buy or sell to each candidate stock that constitutes the index, and trades each candidate stock based on the transaction amount set for each candidate stock.
[0406] (Appendix 12) A method executed by a computer having one or more computer processors, configured to store in a memory unit information on users' holdings of each stock in response to each user's buying and selling of the stocks that are the subject of trading, wherein the one or more computer processors execute the following steps: extracting a predetermined number of stocks as candidate stocks from the stocks that are the subject of buying and selling transactions based on at least the number of stocks held by each user; calculating an index that fluctuates according to the current value of each candidate stock based on the current value of the trading price of each of the extracted predetermined number of candidate stocks; and presenting the calculated index to the user.
[0407] (Appendix 13) An information processing device configured to store in a memory unit information on users' holdings of each stock in accordance with each user's buying and selling of the stocks that are the subject of trading, and a control unit of the information processing device executes the steps of: extracting a predetermined number of stocks as candidate stocks from the stocks that are the subject of buying and selling transactions based on at least the number of stocks held by each user; calculating an index that fluctuates according to the current value of each candidate stock based on the current value 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 computer provides the service of accepting investment-related posts from users who register for the service and allowing the posts regarding the investment to be viewed by other users; a storage unit configured to store information on the user's holding status of each stock in response to each user using the service buying and selling the stock to be traded; The program causes the one or more computer processors to: receiving input of posts on the service from each user; a step of presenting the received posts so that they can be viewed by other users; extracting a predetermined number of stocks as candidate stocks from stocks that are the subject of buying and selling transactions based on at least the number of stocks held by each of a plurality of users who use the service; calculating an index that fluctuates according to the market price of each of the predetermined number of extracted candidate stocks based on the market price of each of the candidate stocks; and presenting the calculated index to a user.
2. The program of claim 1, wherein in the extraction step, the predetermined number of stocks are extracted as the candidate stocks based on the trading price of each stock and the total number of stocks held for each stock, which is the total number of stocks held by multiple users using the service.
3. The program described in claim 2, wherein in the extraction step, parameters of each stock are identified by multiplying the trading price of each stock by the total number of stocks held by multiple users using the service, and the parameters identified for each stock are compared to extract a predetermined number of stocks with the highest parameters as the candidate stocks.
4. In the calculating step, determining a weighting for each candidate stock in calculating the index based on the parameters identified for each candidate stock; 4. The program according to claim 3, further comprising: calculating the index based on the determined weighting of each of the candidate stocks and the trading price of each of the candidate stocks.
5. In the calculating step, Determining the weighting includes obtaining a combined parameter by adding up the parameters identified for each of the candidate stocks for all of the candidate stocks, and determining the ratio of the parameter of each candidate stock to the combined parameter as the weighting for each candidate stock, The program of claim 4, wherein calculating the index includes obtaining a value for each of the candidate stocks by multiplying the determined weighting by the trading price, and obtaining the index based on summing the multiplied values obtained for each of the candidate stocks.
6. 2. The program according to claim 1, wherein in the calculation step, for those of the candidate stocks that have paid dividends, the index is calculated based on the current value of the trading price of the candidate stock and the dividend payout rate for the dividend.
7. 2. 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 current market value of the trading price of the candidate stock and the number of splits involved in the split.
8. In the extracting step, a process of extracting the predetermined number of stocks as the candidate stocks is performed at regular intervals, The program described in claim 4, wherein in the calculation step, the index is calculated without changing the extracted candidate stocks within the certain period, and an adjustment parameter is set to adjust the calculated index so that it remains continuous even after the replacement of the candidate stocks before and after the replacement of the candidate stocks by processing the extraction step for each certain period, and the adjustment parameter is applied to calculate the index after the replacement of the candidate stocks.
9. The program further causes the one or more computer processors to: Presenting the name of the calculated index to the user as a trading target; accepting an operation from the user to buy or sell a name related to the index as a trading subject; 5. The program according to claim 4, wherein, in response to receiving from the user an operation to buy or sell a name related to the index, the program executes a transaction for the user targeting at least one of the candidate stocks that constitute the index.
10. 10. The program of claim 9, wherein, in response to receiving the buying and selling operation for the name related to the index from the user, the program sets a trading amount for trading each candidate stock based on the weighting of each candidate stock that constitutes the index, and trades each candidate stock based on the trading amount set for each candidate stock.
11. The program of claim 9, wherein, in response to receiving the buying and selling operation for the name related to the index from the user, the transaction amount for the buying and selling operation is equally allocated to each candidate stock constituting the index, thereby setting the transaction amount for trading each candidate stock, and trading each candidate stock is conducted based on the transaction amount set for each candidate stock.
12. 1. A computer-implemented method having one or more computer processors, comprising: the computer provides the service of accepting investment-related posts from users who register for the service and allowing the posts regarding the investment to be viewed by other users; a storage unit configured to store information on the user's holding status of each stock in response to each user using the service buying and selling the stock to be traded; The method further comprises the step of: receiving input of posts on the service from each user; a step of presenting the received posts so that they can be viewed by other users; extracting a predetermined number of stocks as candidate stocks from stocks that are the subject of buying and selling transactions based on at least the number of each stock held by each of a plurality of users who use the service; calculating an index that fluctuates according to the market price of each of the predetermined number of extracted candidate stocks based on the market price of the trading price of each of the candidate stocks; presenting the calculated indicator to a user.
13. An information processing device, the information processing device provides the service of accepting posts about investments from users who register for the service and allowing the posts about the investments to be viewed by other users; a storage unit configured to store information on the user's holding status of each stock in response to each user using the service buying and selling the stock to be traded; a control unit of the information processing device, receiving input of posts on the service from each user; a step of presenting the received posts so that they can be viewed by other users; extracting a predetermined number of stocks as candidate stocks from stocks that are the subject of buying and selling transactions based on at least the number of each stock held by each of a plurality of users who use the service; calculating an index that fluctuates according to the market price of each of the predetermined number of extracted candidate stocks based on the market price of each of the candidate stocks; and presenting the calculated index to a user.
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