Information processing device, display device, information processing method, and information processing program

Abstract

An information processing device, a presentation device, an information processing method, and an information processing program capable of evaluating a transaction are provided. [Solution] The information processing device includes an acquisition unit that acquires trade information that records the contents of a transaction, an evaluation unit that evaluates the contents of the transaction recorded in the trade information acquired by the acquisition unit based on one or more items and aggregates the evaluations of the items to make an overall evaluation, and a presentation unit that presents the evaluations of the items made by the evaluation unit and the overall evaluation.

Description

Technical Field

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

Background Art

[0002] Conventionally, there has been an apparatus (simulation system) that performs a trading simulation for stock trading (see Patent Document 1). The simulation system acquires real-time stock prices from an external server and performs a trading simulation. At that time, the simulation system can connect a terminal device and a server device via a communication line and perform a trading simulation from the terminal device. When the terminal device and the server device cannot communicate, the simulation system determines a trading price based on the time when an order is placed from the terminal device.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] By the way, for example, when a user with little experience in stock trading conducts the trading, the user may not know in what scenarios to buy and in what scenarios to sell, and may not be able to increase assets. In such a case, the user has a desire to obtain an evaluation of his / her own stock trading. The apparatus described in Patent Document 1 does not evaluate stock trading.

[0005] The present disclosure provides an information processing apparatus, a presentation apparatus, an information processing method, and an information processing program that can evaluate a transaction.

Means for Solving the Problems

[0006] One embodiment of the information processing device includes an acquisition unit that acquires trade information recording the details of a transaction; an evaluation unit that evaluates the details of the transaction recorded in the trade information acquired by the acquisition unit based on one or more items, aggregates the evaluations of the items, and performs an overall evaluation; and a presentation unit that presents the item evaluations and the overall evaluation performed by the evaluation unit. [Effects of the Invention]

[0007] The information processing device, presentation device, information processing method, and information processing program disclosed herein can be used to evaluate transactions. [Brief explanation of the drawing]

[0008] [Figure 1] This is a diagram illustrating an information processing device according to one embodiment. [Figure 2] This is a block diagram illustrating an information processing device according to one embodiment. [Figure 3] This diagram illustrates an example of a screen that displays item evaluations and an overall evaluation. [Figure 4] This figure shows examples of images that represent the evaluation of an item and images that represent the content explaining that item. (A) is an example of an image that represents the evaluation of an item, and (B) is an example of an image that represents the content explaining the item shown in (A). [Figure 5] This is a flowchart illustrating an information processing method according to one embodiment. [Modes for carrying out the invention]

[0009] One embodiment will be described below.

[0010] [Overview of Information Processing Device 100] First, an overview of the information processing device 100 according to one embodiment will be described. Figure 1 is a diagram illustrating an information processing device 100 according to one embodiment.

[0011] The information processing device 100 may be configured, for example, as an evaluation device that evaluates transactions. Alternatively, the information processing device 100 may be configured as a presentation device that provides advice based on the evaluation. The information processing device 100 is not limited to the example device described above, but may be configured as various other devices. The information processing device 100 may be a computer such as a server, desktop, laptop, tablet, or smartphone.

[0012] Information processing equipment (e.g., display devices and evaluation devices, etc.) (computer processors) We obtain trade information that records the details of past actual or hypothetical transactions, Based on the information recorded in the aforementioned trade information, an evaluation will be performed on one or more items. The evaluations are compiled to obtain an overall evaluation. The aforementioned evaluation and the aforementioned overall evaluation are presented.

[0013] In other words, the information processing device 100 acquires trade information that records the details of a transaction. The transactions may include, for example, various transactions (e.g., buying and selling) in financial transactions that have actually been conducted in the past using a trading terminal (not shown). The terminal may be implemented using, for example, a trading application. Furthermore, the transactions may also be various transactions (e.g., buying and selling) in virtual financial transactions, etc., conducted using, for example, a transaction simulation device (not shown). The simulation device may be implemented using, for example, a simulation application. Alternatively, the simulation device may be, for example, a demo trading device for conducting demo trading of financial transactions. The trade information may be, for example, information recording the details of various transactions stored on terminals that have actually conducted transactions in the past, or it may be information recording the details of various transactions (virtual transactions) conducted in a simulation device.

[0014] The information processing apparatus 100 evaluates, for example, the content of a transaction recorded in trade information, based on each of one or more items, and aggregates the evaluations of the items to perform an overall evaluation. The information processing apparatus 100 evaluates (obtains a performance index) the content of the transaction according to the evaluation criteria for each of one or more items (indicators), for example. Further, the information processing apparatus 100 aggregates the evaluations of each item to obtain an overall evaluation (trade score).

[0015] The information processing apparatus 100 presents, for example, the evaluations of each item and the overall evaluation performed as described above to the user of the information processing apparatus 100, that is, the user who actually conducted a transaction in the past using a terminal, and the user who conducted a virtual transaction using a simulation apparatus.

[0016] [Details of Information Processing Apparatus 100] Next, the information processing apparatus 100 according to an embodiment will be described in detail. FIG. 2 is a block diagram for explaining the information processing apparatus 100 according to an embodiment.

[0017] The information processing apparatus 100 includes, for example, a communication unit 121, a storage unit 122, a display unit 123, a control unit 110, and the like. The communication unit 121, the storage unit 122, and the display unit 123 may be an embodiment of an output unit. The control unit 110 includes, for example, an acquisition unit 111, an evaluation unit 112, a presentation unit 113, and the like. The control unit 110 may be configured by, for example, an arithmetic processing unit (processor) of the information processing apparatus 100. The control unit 110 (for example, an arithmetic processing unit (processor) or the like) may realize the functions of each unit (for example, the acquisition unit 111, the evaluation unit 112, the presentation unit 113, and the like) by appropriately reading and executing various programs and the like stored in the storage unit 122 and the like. That is, the functions of each unit may be realized by computer implementation.

[0018] The communication unit 121 is a communication interface that enables the transmission and reception of various types of information with, for example, devices located outside the information processing device 100 (external devices). External devices may include, for example, terminals (not shown), simulation devices (not shown), and user terminals 200 (see Figure 1). The user terminal 200 may be used by, for example, users of the information processing device 100, i.e., users who actually conduct transactions using the terminal, and users who conduct virtual transactions using the simulation device. As a specific example, the user terminal 200 may be a desktop computer, laptop computer, tablet, or smartphone.

[0019] The storage unit 122 may store, for example, various information and programs. Examples of the storage unit 122 include memory, solid-state drives, and hard disk drives. The storage unit 122 may also be, for example, a storage area and server located in the cloud.

[0020] The display unit 123 is a display capable of displaying various characters, symbols, images, etc.

[0021] The acquisition unit 111 acquires trade information that records the details of the transaction. The transactions may include, for example, various transactions (e.g., buying and selling) in financial transactions that have actually been conducted in the past using a trading terminal. The terminal may be implemented using, for example, a trading application. Furthermore, the transactions may include various types of transactions in financial transactions (e.g., buying and selling) performed using a transaction simulation device. The simulation device may be implemented using a simulation application, for example. Alternatively, the simulation device may be a demo trading device for performing demo trading of financial transactions, for example. The trade information may be, for example, information recording the details of various transactions stored in a terminal that has actually conducted transactions in the past, or it may be information recording the details of various transactions performed in the simulation device. The acquisition unit 111 may acquire trade information from, for example, terminals and simulation devices. The acquisition unit 111 may acquire trade information that records the details of one or more actual or virtual transactions within a certain period.

[0022] The terminal and the information processing device 100 may be a single integrated information processing system, or they may be separate devices. Furthermore, the terminal, simulation device, and information processing device 100 may be a single integrated information processing system, or they may be separate devices. Furthermore, the simulation device and the information processing device 100 may be a single integrated information processing system, or they may be separate devices. In the case of an information processing system in which a terminal and simulation device and an information processing device 100 are integrated into one, the acquisition unit 111 may, for example, receive a selection of transactions (trade information) (transactions to be evaluated) to be evaluated and comprehensively evaluated by a user terminal 200 connected via a communication unit 121, as described later, and acquire the selected trade information.

[0023] Furthermore, if the terminal and simulation device and the information processing device 100 are different devices, the acquisition unit 111 may acquire trade information uploaded by, for example, the user terminal 200. Alternatively, the acquisition unit 111 may acquire trade information from the terminal and simulation device via, for example, the communication unit 121. Alternatively, the acquisition unit 111 may acquire trade information from an external memory (not shown) that stores trade information, if that external memory is connected to the interface (not shown) of the information processing device 100.

[0024] The evaluation unit 112 evaluates the details of transactions recorded in the trade information acquired by the acquisition unit 111 based on one or more items, and then aggregates the evaluations of the items to perform an overall evaluation. For example, the evaluation unit 112 evaluates the details of transactions recorded in the trade information according to one or more items, and then aggregates the evaluations of those items to perform an overall evaluation. That is, for example, the evaluation unit 112 evaluates the details of transactions according to the evaluation criteria for one or more items. Furthermore, the evaluation unit 112 aggregates the evaluations of each item to perform an overall evaluation.

[0025] As a specific example, the evaluation unit 112 may evaluate based on the score of at least one of the following items (1) to (14) as one or more items, and perform an overall evaluation based on the total score obtained by aggregating those scores. (1) Trading success rate (2) Risk-reward ratio as the profit margin when winning (3) Relative drawdown as the degree to which funds are exposed to risk (4) Average leverage as a measure of the potential to increase the annual interest rate (5) Number of trades as an indicator of trade reliability (6) Rate of change of the profit and loss curve as a measure of applicability (7) Profit factor as a measure of the degree to which profits are being made (8) Annual interest rate as an annual profit margin (9) Recovery factor as a measure of risk-to-profit ratio in trading performance (10) Expected profit margin per trade (11) Balsara's probability of ruin, which is the probability that assets will become zero if the same transaction is repeated infinitely. (12) Average pips gained as a force for increasing profits (13) Disposition score as the ratio of position holding time between winning trades and losing trades (14) Total trading duration as a ratio of the average from the first day of taking a position until the last day of trading (30 days or more)

[0026] The stability of transactions can be evaluated based on the items (1) and (6) above. The ability to earn money through trading can be evaluated based on the items (2), (4), (7) to (10), and (12) above. In the items (3) and (11) above, it is possible to evaluate the ability to avoid risks arising from transactions. One of the items that can be evaluated in item (13) above is the mental strength (psychological fortitude) of the user conducting the transaction. One of the items that can be evaluated in item (14) above is the ability to continue trading (persistence).

[0027] The evaluation unit 112 may determine the value of each of the above items (1) to (14) based on the details of the transactions recorded in the trade information, and use that value as the evaluation of the item (for example, a score). In other words, the evaluation unit 112 may, for example, use a calculation formula or the like to determine the value of each of the above-mentioned items (1) to (14) based on the details of the transactions recorded in the trade information. The evaluation unit 112 may, for example, normalize the value of each of the above-mentioned items (1) to (14) within a range of possible values ​​for that item (a pre-set range of values) and use that value as the score for that item. The evaluation unit 112 may, for example, use the obtained value (obtained score) as the evaluation of the item corresponding to that score (score).

[0028] Regarding item (1) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: number of winning trades ÷ total number of trades. Regarding item (2) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula of average winnings ÷ average losses. Regarding item (3) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: maximum amount of decrease in funds from the maximum balance ÷ maximum balance. Regarding item (4) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: total leverage usage ÷ number of transactions. Regarding item (5) above, the evaluation unit 112 can, for example, obtain the number of transactions per unit period (value (score)) calculated based on the total number of transactions and the total period of transactions. Regarding item (6) above, the evaluation unit 112 can obtain a value (score) by, for example, comparing the balance trend between the first and second halves of the transaction period. Regarding item (7) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: total profit from winning trades ÷ total loss from losing trades. Regarding item (8) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula ((Funds at the end of the period - Funds at the start of the period) ÷ Funds at the start of the period) × (365 ÷ Number of days in the period). Regarding item (9) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: net profit amount ÷ maximum drawdown amount. Regarding item (10) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: total profit margin ÷ total number of transactions. Regarding item (11) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula for bankruptcy probability = X^(asset amount / amount of loss in one trade). Here, X is the solution to the following equation (1). X = (Winning percentage) × X^(1 + Payoff ratio) + (1 - Winning percentage)(0 <X<1)…(1) Payoff ratio = Average profit ÷ Average loss Regarding item (12) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: total pips gained from winning trades ÷ number of winning trades. Regarding item (13) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: average position holding time for winning trades ÷ average position holding time for losing trades. Regarding item (14) above, the evaluation unit 112 can obtain a value (score) by performing a calculation using, for example, the formula: transaction period ÷ average transaction period of all users.

[0029] The evaluation unit 112 aggregates the evaluations (values ​​or scores) of the items performed as described above to obtain an overall evaluation (trade score). The evaluation unit 112 may, for example, calculate the arithmetic mean of the evaluations (values ​​or scores) of the items performed as described above, and use the value or score obtained from that calculation as the overall evaluation value or score. Furthermore, if the evaluation unit 112 places importance on "earning power" in the overall evaluation, it may multiply the evaluation (value or score) of each of the above-mentioned items (2), (4), (7) to (10), and (12) by a predetermined weight (weight value), then calculate the arithmetic mean of the evaluations (values ​​or scores) of each item, and use the value obtained from that calculation as the value or score for the overall evaluation. Furthermore, if the evaluation unit 112 prioritizes factors other than "earning power" in the overall evaluation, it may, for example, multiply the evaluation (value or score) of each of the above-mentioned items (1), (3), (5)~(6), (11), (13)~(14) by a weight set by a predetermined value, then calculate the arithmetic mean of the evaluations (values ​​or scores) of each item, and use the value obtained from that calculation as the value or score for the overall evaluation. Furthermore, if the evaluation unit 112 places importance on the evaluation of major items in the overall evaluation, it may, for example, multiply the evaluation (value or score) of each of the aforementioned major items (1), (2), (7), (8), and (11) by a weight set by a predetermined value, then calculate the arithmetic mean of the evaluations (values ​​or scores) of each item, and use the value obtained from this calculation as the value or score of the overall evaluation. The evaluation unit 112 can set various identical or different values ​​as the weight values ​​described above.

[0030] For example, the evaluation unit 112 may select items that emphasize earning potential from one or more items (such as the items (1) to (14) mentioned above), multiply the score of each selected item by a predetermined weight to obtain a value, and use the arithmetic mean of these values ​​as the overall score for the overall evaluation. As another example, the evaluation unit 112 may select one or more items (such as the items (1) to (14) mentioned above) from among items that emphasize earning power (one or more items from the items (1) to (14) mentioned above that emphasize earning power (item A)), items that emphasize something other than earning power (one or more items from the items (1) to (14) mentioned above that emphasize something other than earning power (item B)), and main items that emphasize the main items of the overall evaluation (one or more main items from the items (1) to (14) mentioned above that emphasize the main items of the overall evaluation (item C)), and obtain a value by multiplying the score of the selected item by a weight value set in advance, and the arithmetic mean of these values ​​may be used as the overall score of the overall evaluation.

[0031] Figure 3 is a diagram illustrating an example of a screen that displays the item evaluation 301 and the overall evaluation 302.

[0032] The presentation unit 113 presents the item evaluations 301 and the overall evaluation 302 performed by the evaluation unit 112. The presentation unit 113 presents, for example, the item evaluations 301 and the overall evaluation 302, performed as described above, to the user of the information processing device 100, that is, the user who conducted the transaction using the terminal and the simulation device. The presentation unit 113 may, for example, display the screens of the item evaluations 301 and the overall evaluation 302 (see Figure 3) on the display unit 123 or the terminal display unit 201 (see Figure 1).

[0033] In other words, the presentation unit 113 may, for example, display the evaluation 301 and the overall evaluation 302 on the display unit (terminal display unit 201) of the user terminal 200 as a presentation to the user. In this case, the presentation unit 113 may transmit information regarding the evaluation and the overall evaluation (evaluation information) to the user terminal 200 via the communication unit 121, and display the evaluation 301 and the overall evaluation 302 on the terminal display unit 201 based on that evaluation information. Furthermore, the display unit 113 may, for example, display the evaluation 301 and the overall evaluation 302 on the display unit 123 as information for the user.

[0034] The presentation unit 113 may present advice 304 on improving transactions based on the evaluation of items performed by the evaluation unit 112, based on a trained model that has learned the evaluation of items based on the content of the transactions to be learned, and advice on improving transactions according to the evaluation of those items, and the evaluation of items performed by the evaluation unit 112. The presentation unit 113 may, for example, include a trained model that has learned the evaluation of at least one item (e.g., a score) from the above-mentioned items (1) to (14), and advice on improving transactions in the form of text (characters, symbols, images, etc.) according to the evaluation of that item (e.g., a score). The presentation unit 113 may, for example, input the evaluation of items (e.g., a score) performed by the evaluation unit 112 to a trained model that has learned the evaluation of that item and the text corresponding to that evaluation, and output text advice 304 according to the evaluation of items (e.g., a score) performed by the evaluation unit 112. In other words, the presentation unit 113 may input the evaluation of items performed by the evaluation unit 112 into a trained model that has learned past transaction examples (evaluations of transactions to be learned) and the characteristics and areas for improvement of those transaction patterns, and through computer processing, extract the characteristics and areas for improvement of the transaction patterns corresponding to the input evaluation in text, and present that text (advice 304) and the overall evaluation 302 to the user. The presentation unit 113 presents the advice 304 to the user (display unit 123 or terminal display unit 201). As an example, as illustrated in Figure 3, the presentation unit 113 may include the transaction advice 304 in text (e.g., characters, symbols, and images, etc.) in the overall evaluation and present it to the user (display unit 123 or terminal display unit 201). Advice 304 may include various improvement suggestions, such as what improvements to make future trades successful or how to increase assets, based on an evaluation of items (e.g., good and bad points from past trades). In other words, Advice 304 may be current feedback to improve the user's own trades. The content of Advice 304 is an improvement suggestion generated using a trained model (machine learning and deep learning) based on past trades (evaluations based on past trades), and does not constitute advice on investment decisions.

[0035] As shown in Figure 3 as an example, the presentation unit 113 presents the user (display unit 123 or terminal display unit 201) with the score 3021 (82 points in the example shown in Figure 3) obtained by aggregating the evaluations of each item in the evaluation unit 112, as the presentation of the overall evaluation 302. The presentation unit 113 also presents the user (display unit 123 or terminal display unit 201) with a graph 3022 that visually represents the score 3021.

[0036] Figure 4 shows an example of an image representing the evaluation of item 301, and an image representing the content explaining that item. Figure 4(A) is an example of an image representing the evaluation of item 301, and Figure 4(B) is an example of an image representing the content explaining the item shown in Figure 4(A).

[0037] As shown in Figure 4(A) as an example, the presentation unit 113 presents to the user (display unit 123 or terminal display unit 201) the content of the item 3011 (in the example shown in Figure 4, "Win Rate"), the value 3012 obtained by the evaluation unit 112 for that item (in the example shown in Figure 4, "50%)", and the score 3013 obtained by the evaluation unit 112 for that item (in the example shown in Figure 4, "50"), as the presentation of the evaluation 301 for each item. The presentation unit 113 also presents to the user (display unit 123 or terminal display unit 201) a graph 3014 that visually shows the score 3013, for example.

[0038] Furthermore, the display unit 113 presents the user (display unit 123 or terminal display unit 201) with an explanatory icon 3031 that corresponds one-to-one with each item. For example, when the explanatory icon 3031 for the item "win rate," as illustrated in Figure 4(A), is selected, the display unit 113 presents the user (display unit 123 or terminal display unit 201) with an image 3032 (text, symbols, and images) that explains what "win rate" is (see Figure 4(B)).

[0039] [Information Processing Methods] Next, an information processing method according to one embodiment will be described. Figure 5 is a flowchart illustrating an information processing method according to one embodiment.

[0040] In step ST101, the acquisition unit 111 acquires trade information to record the details of the transaction.

[0041] In step ST102, the evaluation unit 112 evaluates the details of the transactions recorded in the trade information acquired in step ST101 based on one or more items, and then aggregates the evaluations of the items to perform an overall evaluation.

[0042] As a specific example, the evaluation unit 112 may perform an evaluation based on the score of at least one item selected from the following groups (1) to (14) as one or more items, and perform an overall evaluation based on the total score obtained by aggregating those scores. (1) Trading success rate (2) Risk-reward ratio as the profit margin when winning (3) Relative drawdown as the degree to which funds are exposed to risk (4) Average leverage as a measure of the potential to increase the annual interest rate (5) Number of trades as an indicator of trade reliability (6) Rate of change of the profit and loss curve as a measure of applicability (7) Profit factor as a measure of the degree to which profits are being made (8) Annual interest rate as an annual profit margin (9) Recovery factor as a measure of risk-to-profit ratio in trading performance (10) Expected profit margin per trade (11) Balsara's probability of ruin, which is the probability that assets will become zero if the same transaction is repeated infinitely. (12) Average pips gained as a force for increasing profits (13) Disposition score as the ratio of position holding time between winning trades and losing trades (14) Total trading duration as a ratio of the average from the first day of taking a position until the last day of trading (30 days or more)

[0043] In step ST102, the evaluation unit 112 may, for example, select items that emphasize earning power from one or more of the items, multiply the score of each selected item by a predetermined weight value to obtain a value, and use the arithmetic mean of these values ​​as the overall score for the overall evaluation. Alternatively, in step ST102, the evaluation unit 112 may, for example, select one or more items from among items that emphasize earning power, items that emphasize factors other than earning power, and major items that emphasize the major items of the overall evaluation, multiply the score of the selected item by a predetermined weight value to obtain a value, and use the arithmetic mean of these values ​​as the overall score for the overall evaluation.

[0044] In step ST103, the presentation unit 113 presents the evaluation 301 and overall evaluation 302 of the items performed in step ST102. In this case, the presentation unit 113 may present advice 304 on improving the transaction according to the evaluation of the item performed in step ST102, based on a trained model that has learned an evaluation of an item based on the content of the transaction to be learned (learning target evaluation), and advice on improving the transaction according to that evaluation (learning target evaluation), and the evaluation of the item performed in step ST102.

[0045] [Regarding functions and circuitry] Next, the functions and circuitry of the information processing device 100 described above will be explained. Each part of the information processing device 100 may be implemented as a function of a computer's arithmetic processing unit or the like. That is, the acquisition unit 111, evaluation unit 112, and presentation unit 113 (control unit 110) of the information processing device 100 may be implemented as acquisition function, evaluation function, and presentation function (control function), respectively, by a computer's arithmetic processing unit or the like. Information processing programs can enable computers to implement the functions described above. Information processing programs may be recorded on computer-readable, non-temporary storage media such as memory, solid-state drives, hard disk drives, or optical discs. The storage medium can be rephrased as, for example, a non-temporary, computer-readable medium for storing information processing programs. Furthermore, information processing programs may be transmitted online. Furthermore, as described above, each part of the information processing device 100 may be implemented as a computer's arithmetic processing unit or the like. This arithmetic processing unit or the like is composed of, for example, an integrated circuit. For this reason, each part of the information processing device 100 may be implemented as a circuit that constitutes an arithmetic processing unit or the like. That is, the acquisition unit 111, evaluation unit 112, and presentation unit 113 (control unit 110) of the information processing device 100 may be implemented as an acquisition circuit, evaluation circuit, and presentation circuit (control circuit) that constitute an arithmetic processing unit or the like of a computer. Furthermore, the communication unit 121, storage unit 122, and display unit 123 (output unit) of the information processing device 100 may be implemented as a communication function, storage function, and display function (output function) that includes the functions of an arithmetic processing unit, for example. Also, the communication unit 121, storage unit 122, and display unit 123 (output unit) of the information processing device 100 may be implemented as a communication circuit, storage circuit, and display circuit (output circuit) by being composed of an integrated circuit, for example. Furthermore, the communication unit 121, storage unit 122, and display unit 123 (output unit) of the information processing device 100 may be configured as a communication device, storage device, and display device (output device) by being composed of a plurality of devices, for example.

[0046] The information processing device 100 can be configured to combine one or any multiple of the above-described parts. In this disclosure, the term "information" is used, but the term "information" can be replaced with "data," and the term "data" can be replaced with "information."

[0047] [Aspects and Effects of This Embodiment] Next, an embodiment of this model and the effects of each embodiment will be described. Note that the embodiments described below are examples as of the time of filing, and this embodiment is not limited to the embodiments described below. In other words, this embodiment is not limited to the embodiments described below, and may be realized by appropriately combining the parts described above. Furthermore, lower-level embodiments may be referenced in any of the higher-level embodiments. Furthermore, the effects of this embodiment described below are merely examples, and the effects achieved by each embodiment are not limited to those described below. Also, each embodiment may achieve, for example, at least one of the effects described below.

[0048] (Aspect 1) One embodiment of the information processing device includes an acquisition unit that acquires trade information recording the details of a transaction; an evaluation unit that evaluates the details of the transaction recorded in the trade information acquired by the acquisition unit based on one or more items, aggregates the evaluations of the items, and performs an overall evaluation; and a presentation unit that presents the item evaluations and the overall evaluation performed by the evaluation unit. This allows the information processing device to evaluate transactions. Specifically, the information processing device can evaluate a transaction using one or more items (indicators), and by aggregating the evaluations of these items (indicators), it can perform an overall evaluation of the transaction. For example, based on the evaluation and overall evaluation, the information processing device can advise users with little experience in financial transactions on when to buy and sell goods, and can provide users with advice that can help them increase their assets.

[0049] (Aspect 2) In one embodiment of the information processing device, the presentation unit may present advice on improving transactions based on the evaluation of items performed by the evaluation unit, using a trained model that has learned to evaluate items based on the content of transactions to be learned and to provide advice on improving transactions according to the evaluation of those items, and the evaluation of items performed by the evaluation unit. This allows the information processing device to provide the user with advice on which financial transactions should be improved, based on evaluations and overall assessments.

[0050] (Aspect 3) In one embodiment of the information processing device, the evaluation unit may evaluate based on the score of at least one of the following items as one or more items: the win rate of trades, the risk-reward ratio as the profit rate when winning, the relative drawdown as the degree to which capital is exposed to risk, the average leverage as the likelihood of increasing the annual return, the number of trades as the reliability of the trade, the rate of change of the profit and loss curve as the applicability, the profit factor as the degree to which profits are being made, the annual return as the annual profit rate, the recovery factor as the degree of risk versus profit in trading performance, the expected value of the profit rate per trade, Balsara's probability of ruin as the probability that assets will become zero if trades are repeated infinitely under the same conditions, the average pips gained as the ability to increase profits, the disposition score as the ratio of position holding time between winning trades and losing trades, and the total trading period as the ratio of the average from the day a position was first taken until trading ceases for 30 days or more, and perform an overall evaluation based on the total score obtained by aggregating these scores. This allows the information processing device to perform an evaluation on, for example, at least one item (indicator) from the multiple specific examples described above.

[0051] (Aspect 4) In one embodiment of the information processing device, the evaluation unit may select items that emphasize earning potential from one or more items, multiply the score of each selected item by a predetermined weight value to obtain a value, and use the arithmetic mean of these values ​​as the overall score for the overall evaluation. This allows information processing devices to obtain a comprehensive evaluation that emphasizes their "earning power" in transactions.

[0052] (Aspect 5) In one embodiment of the information processing device, the evaluation unit may select one or more items from among items that emphasize earning power, items that emphasize things other than earning power, and major items that emphasize the main items of the overall evaluation, multiply the score of the selected item by a predetermined weight value to obtain a value, and use the arithmetic mean of these values ​​as the overall score for the overall evaluation. This allows the information processing device to focus on (emphasize) several different aspects in a transaction, and then obtain an overall evaluation by emphasizing one of the following points: "earning power," "other aspects," or "major items of overall evaluation."

[0053] (Aspect 6) In one embodiment of the display device, a computer processor acquires trade information that records the details of past actual or past hypothetical transactions, evaluates one or more items based on the content recorded in the trade information, aggregates the evaluations to obtain an overall evaluation, and presents the evaluations and the overall evaluation. As a result, the presentation device can achieve the same effects as the information processing device of the above-described embodiment.

[0054] (Aspect 7) In one embodiment of the information processing method, a computer performs the following steps: an acquisition step of acquiring trade information that records the details of a transaction; an evaluation step of evaluating the details of the transaction recorded in the trade information acquired in the acquisition step based on one or more items, and aggregating the evaluations of the items to perform an overall evaluation; and a presentation step of presenting the item evaluations and the overall evaluation performed in the evaluation step. As a result, the information processing method can achieve the same effects as the information processing apparatus of the above-described embodiment.

[0055] (Pattern 8) One embodiment of an information processing program enables a computer to implement an acquisition function for acquiring trade information that records the details of transactions; an evaluation function that evaluates the details of transactions recorded in the trade information acquired by the acquisition function based on one or more items, aggregates the evaluations of the items, and performs an overall evaluation; and a presentation function that presents the item evaluations and the overall evaluation performed by the evaluation function. As a result, the information processing program can achieve the same effects as the information processing apparatus of the above-described embodiment. [Explanation of symbols]

[0056] 100 Information Processing Devices 110 Control Unit 111 Acquisition Department 112 Evaluation Department 113 Presentation section 121 Communications Department 122 Storage section 123 Display section 200 user terminals 201 User terminal display unit (terminal display unit) 301 evaluation items Content of item 3011 3012 rating value 3013 rating points 3014 Graph 302 Overall rating 3021 Overall rating score 3022 Graph 3031 Description Icon 3032 Description Image 304 Advice

Claims

1. An acquisition unit that acquires trade information to record the details of a transaction, An evaluation unit evaluates the details of transactions recorded in the trade information acquired by the acquisition unit based on one or more items, and aggregates the evaluations of the items to perform an overall evaluation. A presentation unit that presents the evaluation of the items and the overall evaluation performed by the evaluation unit, Equipped with, The evaluation unit selects at least one item from one or more of the aforementioned items that emphasizes earning power, including the risk-reward ratio as the profit rate when winning, average leverage as the likelihood of increasing the annual return, profit factor as the degree of profitability, annual return as the annual profit rate, recovery factor as the degree of risk-to-profit in trading performance, expected profit rate per trade, and average pips gained as the ability to increase profits. The evaluation unit then multiplies the score of each selected item by a predetermined weight to obtain a value, and the arithmetic mean of these values ​​becomes the overall score for the overall evaluation. Information processing device.

2. The presentation unit presents advice on improving transactions based on the evaluation of the items performed by the evaluation unit, based on a trained model that has learned to evaluate the items based on the content of the transactions to be learned and to provide advice on improving transactions in accordance with the evaluation of the items, and the evaluation of the items performed by the evaluation unit. The information processing apparatus according to claim 1.

3. The evaluation unit selects one or more of the above items and replaces the item that emphasizes earning power with the item that emphasizes earning power, At least one of the following items, which emphasize aspects other than earning power: trade win rate, relative drawdown as the degree to which capital is exposed to risk, number of trades as the reliability of a trade, rate of change in the profit / loss curve as the effectiveness, Balsara's probability of ruin as the probability that assets will become zero if trades are repeated infinitely under the same conditions, disposition score as the ratio of position holding time between winning trades and losing trades, and total trading duration as the ratio of the average from the first day of taking a position to ceasing trading for 30 days or more, or, When prioritizing the evaluation of key items in the overall assessment, select at least one of the following key items: the win rate of trades, the risk-reward ratio as the profit margin when winning, the profit factor as the degree of profit, the annual return as the annual profit margin, and Balsara's probability of ruin, which is the probability that assets will become zero if trades are repeated infinitely under the same conditions. The information processing apparatus according to claim 1.

4. A computer processor is, We obtain trade information that records the details of past actual or hypothetical transactions, Based on the information recorded in the aforementioned trade information, an evaluation is performed on one or more items. The evaluations are compiled to obtain an overall evaluation. The above evaluation and overall evaluation are presented, When performing the aforementioned evaluation, at least one item is selected from the one or more items that emphasize earning power, including the risk-reward ratio as the profit margin when winning, average leverage as the likelihood of increasing annual interest rates, profit factor as the degree of profitability, annual interest rate as the annual profit margin, recovery factor as the risk-to-profit ratio in trading performance, expected profit margin per trade, and average pips gained as the ability to increase profits. The score of each selected item is multiplied by a predetermined weight value to obtain a value, and the arithmetic mean of these values ​​is used as the overall score for the overall evaluation. Presentation device.

5. Computers The acquisition step involves obtaining trade information to record the details of the transaction, An evaluation step is performed to evaluate the details of the transactions recorded in the trade information acquired by the acquisition step, based on one or more items, and to perform an overall evaluation by aggregating the evaluations of the items. A presentation step which presents the evaluation of the items and the overall evaluation performed in the evaluation step, An information processing method that performs the following: In the evaluation step, at least one item is selected from the one or more items that emphasize earning power, including the risk-reward ratio as the profit margin when winning, average leverage as the likelihood of increasing annual interest rates, profit factor as the degree of profitability, annual interest rate as the annual profit margin, recovery factor as the degree of risk-to-profit ratio in trading performance, expected profit margin per trade, and average pips gained as the ability to increase profits. The score of each selected item is multiplied by a predetermined weight value to obtain a value, and the arithmetic mean of these values ​​is used as the overall score for the overall evaluation. Information processing methods.

6. On the computer, A function to acquire trade information that records the details of transactions, An evaluation function that evaluates the details of transactions recorded in the trade information acquired by the aforementioned acquisition function based on one or more items, and aggregates the evaluations of the said items to perform an overall evaluation, A presentation function that presents the evaluation of the items and the overall evaluation performed by the evaluation function, An information processing program that realizes, The evaluation function selects at least one item from the one or more items mentioned above that emphasizes earning power, including the risk-reward ratio as the profit margin when winning, average leverage as the likelihood of increasing annual interest rates, profit factor as the degree of profitability, annual interest rate as the annual profit margin, recovery factor as the degree of risk-to-profit ratio in trading performance, expected profit margin per trade, and average pips gained as the ability to increase profits. The function then multiplies the score of each selected item by a predetermined weight to obtain a value, and the arithmetic mean of these values ​​is used as the overall score for the overall evaluation. Information processing program.

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