Investment support method and investment support device
The system addresses the lack of transparency in AI bot learning by performing virtual trading, acquiring user feedback, and outputting advice to enhance the bot's learning accuracy, ensuring aligned and efficient automated trading.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2023-01-20
- Publication Date
- 2026-04-07
AI Technical Summary
Existing investment advisory systems using AI bots lack transparency in their learning processes, leading to inconsistent and unpredictable investment performance due to varying user skills and experiences, making it difficult for users to assess the appropriateness of feedback and resulting in fluctuating investment outcomes.
An information processing apparatus performs virtual trading using a learning engine, acquires user feedback, explores the user's trading perspective based on historical feedback, and outputs predetermined advice to enhance the learning accuracy of the bot by integrating a storage device to hold past information and a computing device to analyze feedback patterns.
The system enhances the learning accuracy of AI bots by providing transparent and tailored investment suggestions, ensuring that the bot's trading strategies align with user preferences, thereby improving the efficiency and consistency of automated trading.
Smart Images

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Abstract
Description
Technical Field
[0001] The present invention relates to an investment support method and an investment support device.
Background Art
[0002] When users of financial institutions make investments, while referring to the advice of the persons in charge, they buy and sell financial products in various styles according to their own investment preferences, skills, experience, etc. Therefore, there is a movement to provide investment advice based on the user's own way of thinking and characteristics, etc., and to efficiently improve the investment performance. As such a technology, for example, a technology for providing investment advice for the user based on the user's own predictions, past investment results, investment policies, etc. (see Patent Document 1) has been proposed.
[0003] This technology is a method for providing advice on a user's investment in a computer, and the computer receives the current market prediction regarding economic indicators or corporate performance and the user's own prediction, and an investment policy including at least one of the user's operation amount or planned operation amount, number of stocks, asset class, target annualized return, benchmark, and risk tolerance, and uses a prediction model learned based on the past market prediction and the user's own prediction and the user's own investment results which are the results of these predictions to simulate the investment results predicted from the current market prediction and the user's own prediction, and outputs those that satisfy the user's investment policy among the predicted investment results.
Prior Art Documents
Patent Documents
[0004] [Patent Document 1] Patent No. 6958954 [Overview of the project] [Problems that the invention aims to solve]
[0005] As a new development of the advisory technology described above, investments can be made on the trading sites of financial institutions. In some cases, resource bots (AI) are provided to each user. This bot learns the user's investment preferences and actual investment performance (regarding trading content and results). It is possible to use user feedback such as praise and criticism as training data. By continuing this learning process, the bot will gradually develop a trading style that suits the user's preferences and achieve better results. It is expected that this will lead to an increase in [the number of users / acceptance].
[0006] However, whether or not the bot has changed as a result of the feedback mentioned above, and what those changes are, will not be announced. It has not been done, and the user in question is unable to clearly recognize it. Therefore, It remains completely unclear whether the user feedback itself was appropriate. ru.
[0007] Therefore, the success and degree of the bot's learning can vary greatly depending on the user's skills and experience. Because of these differences, investment performance is likely to fluctuate significantly.
[0008] Therefore, the objective of the present invention is to provide appropriate suggestions to the user and, in turn, to enable automated trading of financial products. The objective is to provide technology that can efficiently improve the learning accuracy of robots. [Means for solving the problem]
[0009] The investment support method of the present invention for solving the above problems is such that an information processing apparatus gives past information regarding a predetermined investment target to a learning engine that conducts automatic trading of the investment target, thereby performing virtual trading, and acquiring feedback from a user regarding the result of the virtual trading, and advancing the learning of the learning engine based on the feedback, and exploring the trading perspective of the user based on the history of the feedback, and outputting a predetermined advice determined in advance according to the trading perspective. Specifically, it is characterized by executing the following processes: - A process of performing virtual trading by giving past information regarding a predetermined investment target to a learning engine that conducts automatic trading of the investment target; - A process of acquiring feedback from a user regarding the result of the virtual trading, and advancing the learning of the learning engine based on the feedback; - A process of exploring the trading perspective of the user based on the history of the feedback, and outputting a predetermined advice determined in advance according to the trading perspective. In addition, the investment support apparatus of the present invention includes a storage device that holds past information regarding a predetermined investment target, a process of performing virtual trading by giving the past information to a learning engine that conducts automatic trading of the investment target, a process of acquiring feedback from a user regarding the result of the virtual trading, and advancing the learning of the learning engine based on the feedback, and a computing device that executes a process of exploring the trading perspective of the user based on the history of the feedback, and outputting a predetermined advice determined in advance according to the trading perspective. Specifically, it is characterized by including the following components: - A storage device that holds past information regarding a predetermined investment target; - A computing device that performs the following processes:
[0010] - A process of performing virtual trading by giving the past information to a learning engine that conducts automatic trading of the investment target; - A process of acquiring feedback from a user regarding the result of the virtual trading, and advancing the learning of the learning engine based on the feedback; - A process of exploring the trading perspective of the user based on the history of the feedback, and outputting a predetermined advice determined in advance according to the trading perspective.
[0011] [Figure 1] It is a network configuration diagram including the investment support apparatus of the present embodiment. [Figure 2] It is a diagram showing an example of the hardware configuration of the investment support apparatus in the present embodiment. [Figure 3] It is a diagram showing an example of the configuration of the user management DB in the present embodiment. [Figure 4] This is a diagram showing a configuration example of a transaction history DB in this embodiment. [Figure 5] This is a diagram showing a configuration example of a bot management DB in this embodiment. [Figure 6] This is a diagram showing a flow example of an investment support method in this embodiment. [Figure 7] This is a diagram showing a screen example in this embodiment. [Figure 8] This is a diagram showing a screen example in this embodiment. [Figure 9] This is a diagram showing a screen example in this embodiment. [Figure 10] This is a diagram showing a screen example in this embodiment.
Mode for Carrying Out the Invention
[0012] <Network Configuration> The embodiments of the present invention will be described in detail below with reference to the drawings. FIG. 1 is a network configuration diagram including an investment support device 100 of this embodiment. The investment support device 100 shown in FIG. 1 is a computer that efficiently improves the learning proficiency of a bot that gives appropriate suggestions to a user and ultimately conducts automatic trading of financial products. In this embodiment, as an example, foreign exchange margin trading (so-called FX: Foreign Exchange) among financial products is cited for the following description. However, any financial product that can perform automatic trading using a bot capable of setting user intentions such as trading policies is acceptable regardless of the type.
[0013] The investment support device 100 of this embodiment is communicably connected to a user terminal 200, a trading market server 300, and an information providing server 400 via a network 1, as shown in FIG. 1. Therefore, these may be collectively referred to as an investment support system 10. <z
[0014] The investment support device 100 of this embodiment is the operating server for the foreign exchange margin trading site described above. In other words, it either works in conjunction with the trading market server 300, or uses some of the functions of the trading market server 300. It is called and used as a tool to provide users with automated trading bots and other tools. It can be described as a device that provides services such as maintenance.
[0015] On the other hand, the user terminal 200 is a terminal operated by a user of the aforementioned foreign exchange margin trading site. Specifically, this includes smartphones, tablet devices, personal computers, etc. This is conceivable. The user operates this user terminal 200 to access the foreign exchange margin trading site. Access the bot, provide settings and feedback, and check the results of its automated trading. This will be done.
[0016] Furthermore, as already mentioned, the trading market server 300 is used for the operation of foreign exchange margin trading sites. It is a server that serves many users via a suitable network such as the internet. This is a web server that provides foreign exchange margin trading services to terminal 200.
[0017] This trading market server 300 stores the registration information, trading history, and usage bots of each customer user. It holds and manages information such as this, and this information is used for investment purposes upon request or at regular intervals. Distribute or synchronize to support device 100.
[0018] Furthermore, the information server 400 provides various types of information that are useful for foreign exchange margin trading. To make publicly available on a network such as the Internet, or to provide information upon request. This is a server device that distributes data to the support device 100, user terminals 200, and trading market server 300. The various types of information managed here include, for example, economic indicators and policies of each country, and each currency pair. This includes information such as exchange rates and swap points, including recent data from the past. The history up to that point is also included. <Hardware Configuration> Furthermore, the hardware configuration of the investment support device 100 in this embodiment is as shown in Figure 2 below. ru.
[0019] In other words, the investment support device 100 includes a storage device 101, a memory 103, a processing unit 104, and It also includes a communication device 105.
[0020] Of these, the storage device 101 is an SSD (Solid State Drive) or hard drive. It is composed of appropriate non-volatile memory elements such as disk drives.
[0021] Furthermore, the memory 103 is composed of volatile memory elements such as RAM.
[0022] Furthermore, the arithmetic unit 104 stores the program 102 held in the storage device 101 in memory 10 3 reads the data and executes it, performing overall control of the device itself, as well as various judgments, calculations, and control This is the CPU that performs the processing.
[0023] Furthermore, the above-mentioned program 102 provides the user terminal 200 with a trading box for automated trading. Set 110 can, for example, include only the number of users or be made available by calling from other systems. It holds. This trading bot 110 has pre-accepted transactions from the user terminal 200. Policy (Trading perspective: emphasis on profit and loss, emphasis on fees, emphasis on technical analysis, emphasis on holding, and number of trades) Taking into consideration (avoidance), the foreign exchange margin trading service provided by trading market server 300 Artificial intelligence then automatically executes buy and sell orders for the target currency pair at the appropriate timing and with the appropriate content. It is capable of. This artificial intelligence uses currency pair exchange rates and various economic indicators as data to provide users with information. It can be described as a trading engine that determines buy and sell instructions in accordance with the trading policy.
[0024] Furthermore, the communication device 105 connects to the network 1 to connect to user terminals 200 and trading market servers. Network interface responsible for communication processing with B300, information provision server 400, etc. This refers to cards, etc.
[0025] The investment support device 100 is an input device that accepts key input and voice input from the user. It is preferable to further include an output device such as a display for showing processed data. .
[0026] Furthermore, the memory device 101 implements the functions necessary for the investment support device of this embodiment. In addition to program 102 for this purpose, there is user management DB125, transaction history DB126, and bot At least the database management DB127 is stored. However, regarding these databases Further details will be provided later. <Example Data Structure> Next, we will explain the various types of information used by the investment support device 100 of this embodiment. Figure 3 shows... An example of the user management DB125 in this embodiment is shown.
[0027] The user management DB125 of this embodiment is used to manage the users of the foreign exchange margin trading site mentioned above. It is a database that stores various kinds of information.
[0028] This user management DB125 uses, for example, a user ID that uniquely identifies a user as a key. The user's name, age group, trading policy (trading perspective), bot used, and effective margin are also included. It is a collection of records that link together such data.
[0029] Of these, the value in the "Transaction Policy" column is the value previously received from the user terminal 200 of the user in question. This is a point of emphasis in transactions.
[0030] Furthermore, the value in the "Bot Used" field is determined by the user setting the value in the "Transaction Policy" field mentioned above. This is the identification information for the trading bot used for dynamic trading.
[0031] Furthermore, the value in the "Effective Margin" column represents the amount currently held by the user on the foreign exchange margin trading site. This is the amount of margin, and it is the latest value that is constantly synchronized from trading market server 300.
[0032] Furthermore, Figure 4 shows that the transaction history DB126 in this embodiment is for each of the above-mentioned users. This is a database that stores transaction history from foreign exchange margin trading sites.
[0033] This transaction history DB126 uses, for example, a user ID that uniquely identifies a user as a key. , transaction ID for each transaction by the user's trading bot, transaction date and time, transaction entity ( In this embodiment, the transaction bot ID, transaction details, transaction results, and feedback are as follows: It is a collection of records linked together with data.
[0034] The details of the transaction include the currency pair traded, the exchange rate at the time of the transaction, and the type of transaction (buy / sell). This includes values such as leverage and amount.
[0035] Furthermore, the transaction results are the result of executing the transaction as described above, and include exchange rate gains and swap interest. Includes the value of profit.
[0036] Furthermore, the feedback will be sent to the trading bot that performed the transaction, detailing the transaction and its outcome. This is the result of the user's evaluation of the outcome, and "Good" indicates that the user themselves was satisfied. This may include values such as "NG" if the result was unsatisfactory.
[0037] Also, Figure 5 shows that the bot management DB127 in this embodiment is a database that stores It is S.
[0038] This bot management DB127 contains, for example, a bot ID that uniquely identifies the aforementioned trading bot. The key is used to identify the user of the trading bot, the user's policies (trading perspective), and their trading history. It is a collection of records that link data such as learning history and copy history.
[0039] Of these, the value in the "Transaction History" column corresponds to the record in the aforementioned Transaction History DB126. The value of the assigned transaction ID will be stored there.
[0040] Furthermore, the learning history stores the results of user feedback (Good / NG). It will happen.
[0041] Furthermore, the copy history is separate from the trading bot that the user initially used, and is also available from other users. We recommend excellent products that have been used and have achieved considerable results, from Investment Support Device 100. This means that a history of copying and replacing the trading bot in use will be stored. ru. <Flowchart example> The following describes the actual procedure of the investment support method in this embodiment, based on the diagrams. The various operations corresponding to the investment support method described below are read by the investment support device 100 into memory, etc. This is achieved by a program that executes it. This program is described below. It consists of code for performing various operations.
[0042] Figure 6 is a diagram showing an example of the investment support method in this embodiment. In this case, investment The support device 100 first processes information in the user management DB 125 and the bot management DB 127. For designated users who manage the system, identify the bot they use, and then identify the bot they use. The AI for automated trading receives historical information about a given currency pair (e.g., USD / JPY). Provide the information and execute the transaction virtually (s10).
[0043] In this case, the aforementioned designated person is, for example, the person designated by the user terminal 200, or This assumes that individuals are selected sequentially in the order they were registered in the database at regular intervals.
[0044] Furthermore, the historical information regarding the aforementioned currency pairs refers to exchange rates at a specific point in the past, and This may include values necessary for executing a trade, such as spreads and swaps.
[0045] Furthermore, trading bot 110 uses exchange rates and other indicators (including various economic indicators) to... (This means that the system learns the relationship between the transaction details and results of the currency pair and inputs exchange rates, etc.) When given the power, it automatically determines the type of transaction that will produce the most favorable transaction results. It can be called a Xi engine.
[0046] The investment support device 100 obtains from the transaction in s10 described above, at some point in the past. The system then responds to the user terminal 200 with the transaction results and details of the transaction when the currency pair is traded. (See Figure 7) and obtain user feedback (s11).
[0047] At this time, the investment support device 100 takes the feedback value obtained from the user terminal 200. The transaction will be stored in the record held for that transaction in the transaction history DB126.
[0048] Furthermore, the investment support device 100 generates this record in accordance with the execution of the virtual transaction in s10. Assume that the values for each field, such as transaction date and time, transaction entity, and transaction details, have been set.
[0049] As a user, you want the results and details of the virtual transactions to match your own investment strategy, etc. Check if it matches, and if it does, select "Good," otherwise select "N." Enter "G" on user terminal 200. User terminal 200 will then input these values to network 1 The investment support device 100 will respond via this.
[0050] The investment support device 100 uses the feedback value obtained in s11 as training data, as described above. The trading bot 110 is trained (s12) to execute trades that align with the user's investment preferences and perspectives. We will modify the model to determine the content.
[0051] The investment support device 100 repeats the series of processes described in s10 to s12 a certain number of times or more. When a certain number of records related to the user have been stored in the transaction history DB126, Based on the values in the "Transaction Details" and "Feedback" fields of each record, the user will be given the following information. Explore the trading perspective (s13).
[0052] In this search, the investment support device 100 has a certain amount of feedback history. The above shows the frequency of occurrence for profit / loss-focused, fee-focused, technical analysis-focused, holding-focused, and trading. Identify one of the following trading perspectives: avoidance or risk avoidance.
[0053] However, the frequency of user feedback, that is, the transaction history DB126 The number of records related to the user that contain feedback values must meet a certain standard. If the number of trading perspectives identified by the following methods or by exploration exceeds a certain number, the exploration of trading perspectives will be performed. This avoids the process and continues with the series of operations from s10 to s12, i.e., the acquisition of feedback. In other words, continuing processing when the user's investment preferences and perspectives have not yet been established. Avoid this and maintain the accuracy of the results in this flow.
[0054] Next, the investment support device 100 analyzes the trading perspective (e.g., profit and loss-focused) identified in s13. This allows other users who are making the same investment (e.g., USD / JPY) to track transactions in the transaction history DB126. Identify based on each user's record (s14).
[0055] Furthermore, the investment support device 100 selects from among the trading bots of other users identified in s14, Identify those whose transaction performance exceeds a predetermined standard, i.e., those with top transaction performance (s15). Top-performing transactions refer to, for example, the top 3 transactions with the largest total amounts calculated from the "Transaction Results" column. Concepts such as "things that are" can be conceived.
[0056] Next, the investment support device 100 provides the information of the trading bot identified in s15 to the user mentioned above. A bot that suits your investment preferences and perspectives and has a good investment performance, i.e., one that is recommended for use. The trading bot's advice information (see Figure 8) is output to the user terminal 200 (s16), and processing is performed. Ending.
[0057] From a user's perspective, it's helpful to use excellent trading bots that are being used by other users who share similar investment preferences and viewpoints. You will then need to consider whether to implement (copy) it as your own trading bot.
[0058] Furthermore, the investment support device 100 will use the trading perspective explored in s13 as previously specified by the user. If the transaction perspective (the value of "Transaction Policy" in User Management DB125) differs from the transaction perspective, the transaction Information suggesting a difference in perspective or a change in the trading bot (see Figure 9) is output in s16. It shall be assumed that...
[0059] However, the actual trading perspective revealed in the above search was specified in advance by the user. Although it differs from the trading perspective (pre-specified trading perspective), the "actual trading perspective" is "correct If the user responds via user terminal 200 to the effect of "[this is the case]", then we will teach them from that transaction perspective. From the trading bots developed by other users, those with the best performance were identified and listed in the same manner as in Figure 8. Then, the user terminal 200 will display the option for the user to select (which the user will use from now on). (As a suitable bot).
[0060] On the other hand, if the aforementioned "pre-specified transaction perspective" is "correct" (= the user does not change their initial opinion) If the user responds to a certain extent, the investment support device 100 will then proceed with respecting the trading bot. The system responds to user terminal 200 with advice on the appropriate way to provide feedback.
[0061] The advice provided at that time includes, for example, a list of past transaction history and feedback, and is specific. Specifically, it indicates which transaction history should have been used and how feedback should have been provided. This is what it becomes (see Figure 10). Therefore, the investment support device 100 receives feedback from the user. The direction of the influence that K had on the trading bot's learning is determined using appropriate methods such as inverse analysis, and each It is possible to identify which trading perspectives are being reinforced by the feedback received during the transaction. .
[0062] As a user, you can correct your (wrong) habits in giving feedback and pursue your desired trading perspective. This allows for accurate feedback tailored to specific points, in other words, maintaining a trading perspective. It becomes easier to establish a direction for generating revenue in this form.
[0063] Furthermore, the investment support device 100 records the history of the user's feedback and habit corrections as described above. This information can be shared with other users (who share a common trading perspective), for example, with users with little trading experience or those with poor investment performance. This information is presented as reference for the correct methods and approaches to feedback from lower-level users. It would be even better if...
[0064] The best mode for carrying out the present invention has been described in detail above, but the present invention is This is not an exhaustive list, and various modifications are permitted as long as they do not deviate from the main point.
[0065] According to this embodiment, investment through the trading of financial instruments (for example, foreign exchange trading) In doing so, we must accurately and promptly recognize various conditions such as the nature and risks of the financial product and the market environment. Furthermore, it becomes possible to accurately conduct efficient transactions that reflect the user's wishes and preferences. In other words, learning in bots that provide appropriate suggestions to users and, consequently, perform automated trading of financial products. This makes it possible to efficiently improve learning accuracy.
[0066] This specification makes it clear at least the following: that this embodiment In the investment support method, the information processing device, in the search, provides the feedback In the historical data, it shows a certain frequency of occurrence, profit and loss-focused, fee-focused, and technical analysis-focused. Alternatively, one could identify either a trading perspective that prioritizes holding or one that prioritizes avoiding trades.
[0067] According to this, the investment policies that the user has adopted without any particular awareness of them. It is possible to estimate these from clear perspectives and present them to encourage users to verify and reconsider them themselves. This enables the system to provide users with appropriate suggestions and ultimately perform automated trading of financial products. This makes it possible to efficiently improve the learning accuracy of the bot.
[0068] Furthermore, in the investment support method of this embodiment, the information processing device processes the transactions of the investment target. Regarding other users who are performing the same actions, the results of exploring their trading perspectives and automated trading by the learning engine. The system stores each piece of performance information in a storage device, and when outputting the advice, it outputs information about the previous performance of other users. Based on the search results, identify other users whose transaction perspectives are the same as the aforementioned user, and identify the aforementioned users Among the learning engines of other users, information of those whose automated trading performance exceeds a predetermined standard is provided. It may also be acceptable to output it as advice.
[0069] According to this, each user can identify other individuals who are trading, i.e., investing, from the same perspective as the best. Take a bot from someone who has achieved good investment results and use it as your own bot, either as a reference or by copying it. This will enable responses such as using it. In turn, it will enable more appropriate suggestions to the user, and in turn This makes it possible to efficiently improve the learning accuracy of bots that perform automated trading of financial products.
[0070] Furthermore, in the investment support method of this embodiment, the information processing device is configured to perform the following actions by the user. The frequency of the feedback is below a certain standard, or the transaction perspective identified through the above exploration is If the number exceeds a certain amount, the search for the aforementioned transaction perspective will be avoided, and the acquisition of the aforementioned feedback will be avoided. You could also say "continue."
[0071] According to this, the trading, or investment, policy is not set, and it is difficult to estimate a specific perspective. However, if the estimation yields results with low effectiveness, then it is not advisable to force the above-mentioned search. This allows for flexible operation, such as waiting until the user's own will and preferences are established before proceeding. Therefore, in bots that provide appropriate suggestions to users and, consequently, perform automated trading of financial products This makes it possible to efficiently improve the learning accuracy.
[0072] Furthermore, in the investment support method of this embodiment, the information processing device is configured to meet the user's preferences. The specified reference point is accepted in advance and stored in the storage device, and based on the history of the feedback, If the searched trading perspective differs from the trading perspective that was designated, the trading perspective It may also output information suggesting differences or changes in the learning engine.
[0073] According to this, the investment policies that the user has adopted without any particular awareness of them. We will estimate these from clear perspectives and present them as different from the initial instructions given to the bot for reconsideration. This will enable the user to be prompted to readjust their policies, etc. Ultimately, it will enable the user to receive more appropriate suggestions. This will enable efficient improvement of the learning accuracy of bots that perform automated trading of financial products.
[0074] Furthermore, in the investment support device of this embodiment, the calculation device, in the search, In the history of feedback, factors that appear with a certain frequency, such as profit and loss focus, fee focus, and technology This identifies one of three trading perspectives: one that emphasizes critical analysis, one that emphasizes holding, and one that emphasizes avoiding trades. It is also acceptable to say, "to do."
[0075] Furthermore, in the investment support device of this embodiment, the storage device performs transactions of the investment target. Regarding other users, the results of exploring their trading perspectives and the results of automated trading by the learning engine are used. The calculation unit maintains each piece of performance information, and when outputting the advice, it considers the previous information regarding other users. Based on the search results, identify other users whose transaction perspectives are the same as the aforementioned user, and identify the aforementioned users Among the learning engines of other users, information of those whose automated trading performance exceeds a predetermined standard is provided. It may also be stated that this is output as advice.
[0076] Furthermore, in the investment support device of this embodiment, the calculation device is configured to allow the user to... The frequency of feedback is below a certain standard, or the transaction perspective identified through the above search is constant. If the number exceeds a certain limit, the search for the aforementioned transaction perspective will be avoided, and the acquisition of the aforementioned feedback will continue. It can also be said that it is something that does.
[0077] Furthermore, in the investment support device of this embodiment, the calculation device is the user's preferred trading view The system accepts the specified point in advance and stores it in memory, then searches based on the feedback history. If the aforementioned trading perspective differs from the trading perspective that was previously designated, the difference in the trading perspectives Alternatively, it may be described as outputting information suggesting a change in the learning engine. [Explanation of Symbols]
[0078] 1 Network 10 Investment Support System 100 Investment support equipment 101 Storage device 102 Programs 103 memory 104 Arithmetic unit 105 Communication equipment 110 AI (Trading Bot) 125 User Management DB 126 Transaction History Database 127 Bot Management DB 200 user terminals 300 trading market servers 400 Information Servers
Claims
1. Information processing device, The process includes: a process of performing a virtual trade by providing past information on a predetermined investment target to a learning engine that performs automated trading of the said investment target; a process of obtaining feedback from the user regarding the results of the virtual trade and advancing the learning of the learning engine based on the feedback; and a process of exploring the user's trading perspective based on the history of the feedback and outputting predetermined advice according to the trading perspective. Execute, The aforementioned information processing device In the aforementioned search, identify one of the following trading perspectives that appears with a certain frequency or higher in the feedback history: profit and loss-focused, fee-focused, technical analysis-focused, holding-focused, and trade avoidance-focused. An investment support method characterized by the following features.
2. Information processing device, The process includes: a process of performing a virtual trade by providing past information on a predetermined investment target to a learning engine that performs automated trading of the said investment target; a process of obtaining feedback from the user regarding the results of the virtual trade and advancing the learning of the learning engine based on the feedback; and a process of exploring the user's trading perspective based on the history of the feedback and outputting predetermined advice according to the trading perspective. Execute, The aforementioned information processing device Regarding other users who are trading the aforementioned investment targets, the search results for their trading perspectives and the performance information of automated trading by the learning engine are stored in a storage device. When outputting the aforementioned advice, based on the search results regarding the aforementioned other users, other users whose trading perspective is the same as the aforementioned user are identified, Among the learning engines of other users identified above, information on those whose automated trading performance exceeds a predetermined standard is output as advice. An investment support method characterized by the following features.
3. The aforementioned information processing device Regarding other users who are trading the aforementioned investment targets, the search results for their trading perspectives and the performance information of automated trading by the learning engine are stored in a storage device. When outputting the aforementioned advice, based on the search results regarding the aforementioned other users, other users whose trading perspective is the same as the aforementioned user are identified, Among the learning engines of other users identified above, information on those whose automated trading performance exceeds a predetermined standard is output as advice. The investment support method according to claim 1 or 2.
4. The aforementioned information processing device If the frequency of the feedback from the user is below a certain standard, or if the number of transaction perspectives identified through the search exceeds a certain number, the search for transaction perspectives is avoided, and the acquisition of feedback continues. The investment support method according to claim 1 or 2.
5. The aforementioned information processing device The system accepts the user's preferred trading perspective in advance and stores it in memory. If the trading perspective explored based on the feedback history differs from the previously designated trading perspective, the system outputs information suggesting the difference in trading perspectives or a change in the learning engine. The investment support method according to claim 1 or 2.
6. A storage device that holds historical information about a specified investment target, A computing device that performs the following processes: a process of performing a virtual trade by providing the aforementioned past information to a learning engine that performs automated trading of the investment target; a process of obtaining feedback from the user regarding the results of the virtual trade and advancing the learning of the learning engine based on the feedback; and a process of searching for the user's trading perspective based on the history of the feedback and outputting predetermined advice according to the trading perspective. Equipped with, The aforementioned computing device is In the aforementioned search, the aim is to identify one of the following trading perspectives that appear with a certain frequency or higher in the feedback history: profit and loss-focused, fee-focused, technical analysis-focused, holding-focused, and trade avoidance-focused. An investment support device characterized by the following features.
7. A storage device that holds historical information about a specified investment target, A computing device that performs the following processes: a process of performing a virtual trade by providing the aforementioned past information to a learning engine that performs automated trading of the investment target; a process of obtaining feedback from the user regarding the results of the virtual trade and advancing the learning of the learning engine based on the feedback; and a process of searching for the user's trading perspective based on the history of the feedback and outputting predetermined advice according to the trading perspective. Equipped with, The aforementioned storage device is Regarding other users who are trading the aforementioned investment targets, the system retains information on the results of their trading perspective exploration and the performance of their automated trading using the learning engine. The aforementioned computing device is When outputting the aforementioned advice, based on the search results regarding other users, other users whose trading perspectives are the same as the aforementioned user are identified, and information on the learning engines of the identified other users whose automated trading performance exceeds a predetermined standard is output as the aforementioned advice. An investment support device characterized by the following features.
8. The aforementioned storage device is Regarding other users who are trading the aforementioned investment targets, the system retains information on the results of their trading perspective exploration and the performance of their automated trading using the learning engine. The aforementioned computing device is When outputting the aforementioned advice, based on the search results regarding other users, other users whose trading perspectives are the same as the aforementioned user are identified, and information on the learning engines of the identified other users whose automated trading performance exceeds a predetermined standard is output as the aforementioned advice. The investment support device according to claim 6 or 7.
9. The aforementioned computing device is If the frequency of feedback from the user is below a certain standard, or if the number of transaction perspectives identified through the search exceeds a certain number, the search for transaction perspectives will be avoided, and the acquisition of feedback will continue. The investment support device according to claim 6 or 7.
10. The aforementioned computing device is The system accepts the user's preferred trading perspective in advance and stores it in memory. If the trading perspective explored based on the feedback history differs from the previously designated trading perspective, the system outputs information suggesting the difference in trading perspectives or a change in the learning engine. The investment support device according to claim 6 or 7.
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