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WO2019073640A1 - Dispositif de génération d'informations, système de présentation d'informations et programme de génération d'informations - Google Patents

Dispositif de génération d'informations, système de présentation d'informations et programme de génération d'informations Download PDF

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Publication number
WO2019073640A1
WO2019073640A1 PCT/JP2018/024524 JP2018024524W WO2019073640A1 WO 2019073640 A1 WO2019073640 A1 WO 2019073640A1 JP 2018024524 W JP2018024524 W JP 2018024524W WO 2019073640 A1 WO2019073640 A1 WO 2019073640A1
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Prior art keywords
loss
profit
trading
information
generation unit
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Ceased
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PCT/JP2018/024524
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English (en)
Japanese (ja)
Inventor
哲也 藤村
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Risingbull Inc
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Risingbull Inc
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Priority claimed from JP2017199523A external-priority patent/JP6325161B1/ja
Priority claimed from JP2018041064A external-priority patent/JP6450876B1/ja
Application filed by Risingbull Inc filed Critical Risingbull Inc
Publication of WO2019073640A1 publication Critical patent/WO2019073640A1/fr
Anticipated expiration legal-status Critical
Ceased legal-status Critical Current

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    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Definitions

  • One aspect of the present invention relates to an information generation device, an information presentation system, and an information generation program.
  • Patent Document 1 discloses financial investment management via an Internet site for members, portfolio management, and educational and analytical tools.
  • Japanese Patent Publication Gazette Japanese Patent Publication No. 2003-531444 (published on October 21, 2003, published internationally on October 25, 2001)"
  • One aspect of the present invention aims to provide an assessment of trading data of investment products.
  • an information generating device concerning one mode of the present invention is an information generating device which generates information about buying and selling of investment goods, and acquires buying and selling data of investment goods, and acquires buying and selling data acquired
  • the basic data is acquired from the above, the evaluation index is calculated with reference to the acquired basic data, and the information generation unit for generating information indicating the calculated evaluation index is provided.
  • an information generating apparatus is an information generating apparatus that generates information related to trading of an investment product, acquires trading data of the investment product, and basic data including profit and loss from acquired trading data. Are acquired, the plurality of evaluation indicators for the total profit and loss are calculated with reference to the acquired basic data, diagnosis is performed with reference to the plurality of evaluation indicators, and the plurality of evaluation indicators according to the result of the diagnosis And an information generation unit that generates information indicating an advice including
  • an assessment can be provided regarding trading data of an investment product.
  • FIG. 1 It is a figure which shows the hardware constitutions of the advice presentation system which concerns on Embodiment 1 of this invention. It is a block diagram which shows the structure of the terminal which concerns on Embodiment 1 of this invention, and a server. It is a figure which shows the processing outline
  • (A) is a figure which shows the example of transaction data of the investment goods which concern on Embodiment 1 of this invention
  • (b) is a figure which shows the example of the evaluation index of the transaction data which concern on Embodiment 1 of this invention. It is a flowchart which shows the diagnostic process by the principal rotation period which concerns on Embodiment 1 of this invention.
  • Embodiment 1 Hereinafter, Embodiment 1 of the present invention will be described in detail.
  • the contents of diagnosis results, advice and the like shown below are merely examples and do not limit the present invention.
  • FIG. 1 is a diagram showing a hardware configuration of the advice presentation system 1 according to the present embodiment.
  • the advice presentation system 1 includes a terminal (terminal device) 2 and a server (information generation device) 3.
  • the terminal 2 and the server 3 are configured to be able to communicate via the network 4.
  • the terminal 2 acquires trading data by a user operation, reading from a recording medium, and the like, and displays advice according to the trading data, and is, for example, a PC, a tablet terminal, a smartphone, or the like.
  • the server 3 is for generating advice on buying and selling investment products.
  • the network 4 is a network including the Internet. Investment products include stocks (including Japanese stocks and overseas stocks), investment trusts, listed investment trusts (ETFs), and foreign exchange margin transactions (FX).
  • FIG. 2 is a block diagram showing the configuration of the terminal 2 and the server 3 according to the present embodiment.
  • the terminal 2 includes a communication unit 21, a control unit 22, a display unit 23, and an operation reception unit 24.
  • the communication unit 21 is a part that communicates with the server 3.
  • the control unit 22 controls the entire terminal 2 and is, for example, one or more processors.
  • the display unit 23 displays data according to an instruction from the control unit 22.
  • the display unit 23 is, for example, a liquid crystal display.
  • the operation accepting unit 24 accepts user's operation, and is, for example, a keyboard, a mouse, a touch panel, or the like.
  • the server 3 includes a communication unit 31, a control unit 32, and a storage unit 33.
  • the communication unit 31 is a part that communicates with the terminal 2.
  • the control unit 32 controls the entire server 3 and is, for example, one or more processors.
  • the storage unit 33 stores data according to an instruction from the control unit 22.
  • the storage unit 33 is, for example, a hard disk device, a flash memory, or the like.
  • the control unit 32 includes an advice generation unit (information generation unit) 321.
  • the advice generation unit 321 acquires trading data of the investment product, acquires basic data from the acquired trading data, refers to the acquired basic data, calculates an evaluation index, and generates information indicating the calculated evaluation index. . Next, the advice generation unit 321 performs diagnosis with reference to the evaluation index, and generates information indicating the result of the diagnosis. Then, the advice generation unit 321 generates information indicating an advice according to the result of the diagnosis.
  • Evaluation here refers to calculating and evaluating each index from trading data
  • diagnosis refers to diagnosing what trading has been performed based on those indices
  • advice is Refer to advice based on evaluation results and diagnosis results.
  • the processes of evaluation, diagnosis and advice are not essential but may be provided separately.
  • the advice generating unit 321 may acquire the profit and loss total from the transaction data, calculate the evaluation index with reference to the above profit and loss sum, and generate information indicating the calculated evaluation index. Next, the advice generation unit 321 obtains the total of trading profit and loss and the unrealized profit and loss from trading data, calculates the evaluation index with reference to the total of trading profit and loss and the total unrealized profit, and generates information indicating the calculated evaluation index. You may Then, the advice generation unit 321 obtains the total winning profit, the total loss loss and the total unrealized loss from the transaction data, and calculates and calculates the evaluation index with reference to the total winning profit, the total loss loss and the total unrealized loss. Information indicating the evaluation index may be generated.
  • the advice generation unit 321 acquires the traded data from the trade data, classifies the traded data into patterns according to the bid price, the sell price, and the market value after sale, and calculates the profit and loss for each pattern,
  • the evaluation index may be calculated with reference to the total profit and loss for each pattern, and information indicating the calculated evaluation index may be generated.
  • the market value after sale indicates the market value after a certain period after sale, and includes, for example, the market value three months after the sale, the market value one year after, the market value at the time of evaluation, and the like.
  • the terminal 2 presents the information generated by the advice generation unit 321 to the user.
  • the advice generation unit 321 calculates an evaluation index with reference to trading data, performs comparison and ranking of investors with reference to the calculated evaluation index, and evaluates information indicating the comparison and ranking of the investors. It may be generated as The comparison here refers to comparing the evaluation index of the investor with the evaluation index of another investor, the average value of the evaluation index, and the like.
  • FIG. 3 is a diagram showing an outline of processing of the advice presentation system 1 according to the present embodiment. The process outline of the advice presentation system 1 will be described with reference to FIG.
  • Step S301 In the terminal 2, the control unit 22 acquires trading data of the investment product from the operation receiving unit 24 or the like, and transmits the trading data to the server 3 by the communication unit 21. The details of trading data will be described separately.
  • Step S302 In the server 3, the control unit 32 receives the transaction data from the terminal 2 by the communication unit 31.
  • the advice generation unit 321 calculates an evaluation index from the transaction data.
  • the control unit 32 causes the communication unit 31 to transmit the calculated evaluation index to the terminal 2 as an evaluation result. Details of the evaluation index will be described separately.
  • Step S303 In the terminal 2, the control unit 22 receives the evaluation result from the server 3 by the communication unit 21 and causes the display unit 23 to display the evaluation result.
  • Step S304 In the server 3, the advice generation unit 321 diagnoses the tendency of the user to buy and sell from the evaluation index calculated in step S 302.
  • the control unit 32 causes the communication unit 31 to transmit the diagnosed buying and selling tendency to the terminal 2 as a diagnosis result.
  • Step S305 In the terminal 2, the control unit 22 receives the diagnosis result from the server 3 by the communication unit 21 and causes the display unit 23 to display the diagnosis result.
  • Step S306 In the server 3, the advice generating unit 321 compares and ranks investors based on the evaluation index calculated in step S302.
  • the control unit 32 causes the communication unit 31 to transmit the comparison data and the ranking data of the investor to the terminal 2.
  • Step S307 In the terminal 2, the control unit 22 receives the comparison data and the ranking data of the investors from the server 3 by the communication unit 21, and causes the display unit 23 to display the comparison and the ranking of the investors.
  • Step S308 In the server 3, the advice generation unit 321 generates advice on trading of the investment product with reference to the trading data of the investment product, the evaluation index, the trend of trading of the user, comparison data of investors, ranking data and the like.
  • the control unit 32 causes the communication unit 31 to transmit the generated advice to the terminal 2.
  • Step S309 In the terminal 2, the control unit 22 receives an advice on trading of investment products from the server 3 by the communication unit 21 and causes the display unit 23 to display the advice.
  • the server 3 calculation of evaluation index, storage in DB, creation of diagnostic data, storage in DB, which are performed with reference to transaction data to be evaluated, are executed by, for example, batch processing. .
  • the DB is set, for example, in the storage unit 33 of the server 3.
  • FIG. 4A shows an example of trading data of investment products according to the present embodiment.
  • a stock is described as an example of investment products.
  • the trading data includes the brand code, the number of purchased shares, the purchase date, and the bid price.
  • the sold data further includes the sale date and the selling price.
  • the trading data in the case of selling includes a brand code, the number of shares sold, a sale date, and a selling price.
  • the repurchased data further includes a repurchase date and a repurchase value.
  • the brand code is a code that specifies the stock of the stock to be traded.
  • the number of purchased shares is the number of shares purchased by the user.
  • the purchase date is the date when the user purchases a stock.
  • the bid price is the stock price when the user purchases a stock.
  • the sale date is the date when the user sold the stock.
  • the selling price is the stock price when the user sells the stock.
  • FIG.4 (b) is a figure which shows the example of the evaluation index of the transaction data which concern on this embodiment.
  • a stock is described as an example of investment products.
  • the evaluation index is calculated on a plurality of evaluation axes.
  • the evaluation index is, for example, a turning power, a winning return rate, a loss loss rate, a gross trading profit and loss, a rising and falling rate of a holding stock, and a change rate of principal.
  • the basic numerical value to be described later refers to a numerical value obtained from trading data such as principal amount, elapsed period, number of trading.
  • the evaluation index refers to an index calculated from those basic numerical values and the like.
  • the evaluation axis points to a section for evaluating transaction data, and consists of one or more evaluation indicators.
  • the rotational force indicates the pace at which the user rotates the principal, in other words, the evaluation axis of the evaluation axis at which the user changes the brand frequently It is an example.
  • the indices related to the rotational force include an average holding period, a principal turnover number, a principal rotation period, an average trading period difference, and the like.
  • the turning index is an index for evaluating, comparing, diagnosing and advising how often the company trades.
  • the average holding period is the average holding period of trading stocks.
  • the principal turnover number is an index indicating the turnover number of principal in a predetermined period, and is calculated by “trading value minus principal amount in a predetermined period”.
  • the principal rotation period is an average value of one rotation period of the principal, and is calculated by “the number of days of the predetermined period / the principal rotation number”.
  • the average trading period difference is calculated by "the average trading period in the case of winning-the average trading period in the case of losing".
  • the win return rate which is an example of the evaluation axis, is an example of the evaluation axis indicating the return rate in the case of winning, and from the winning data obtained by classifying the traded data, Calculated by “Trading Value”.
  • the amount of profit per win is calculated by "total number of wins / wins”.
  • the turnover value per winning is calculated by "the total number of turnovers in case of winning / the number of wins”.
  • Winning return is an example of an evaluation axis for assessing, comparing, diagnosing and advising ways to win.
  • the loss loss rate which is an example of an evaluation axis, is an example of an evaluation axis indicating a loss rate in the case of loss, and from loss data obtained by classifying traded data, "loss amount per loss-loss per loss Calculated by “Trading Value”.
  • the amount of loss per loss is calculated by “total loss amount / number of losses”.
  • the turnover value per loss is calculated by “total turnover value in the case of losing—the number of losses”.
  • the loss loss rate is an example of an evaluation axis for evaluating, comparing, diagnosing a loss pattern, and advising a method for making loss smaller than the current state.
  • Total trading profit and loss Winning rate ⁇ trading value when winning ⁇ winning rate / number of winnings + (1-winning rate) ⁇ trading value when losing ⁇ loss rate / loss count ⁇ principal ⁇ (time elapsed days ⁇ number of days of principal turnover) / Trading value per transaction)
  • Gross trading profit and loss is an evaluation axis of traded data including winnings and losings, and is an example of an axis for evaluating where in trading there is a problem and where it is good.
  • the gross trading profit and loss is an example of an evaluation axis for extracting problems, evaluating, comparing, diagnosing, and advising how to further improve trading.
  • the equity rate of equity holdings which is an example of an evaluation axis, is an example of an evaluation axis calculated by “the profit and loss amount of the entire stock held ⁇ the amount of money held”.
  • the profit and loss of the entire holdings is the total value of “(current price-buying price) x number of shares purchased” of the holdings.
  • the amount of money held is the total value of “biding price ⁇ number of purchased shares” of the stock held.
  • the equity rate of equity holdings is an example of an evaluation axis that evaluates, compares, diagnoses, and analyzes data in buy holdings that have not yet been sold, and continues to hold them without selling them after purchasing stocks. Is an example of an evaluation axis for providing advice on
  • the principal amount change rate which is an example of the evaluation axis, is calculated by “total profit and loss principal amount” and “(total trade loss + total profit and loss of all stocks held) / principal principal / early period (year)”.
  • the principal change ratio is an example of an evaluation axis for evaluating the comparison, diagnosis, and advice by comprehensively evaluating the trading status and the holding status.
  • FIG. 5 shows a diagnosis process based on a principal rotation period.
  • Step S501 The advice generation unit 321 determines whether or not the principal turnover period is within one week. If the principal amount rotation period is within one week (YES in step S501), the advice generation unit 321 executes the process of step S502. If the principal amount rotation period is longer than one week (NO in step S501), the advice generation unit 321 executes the process of step S503.
  • Step S502 The advice generating unit 321 determines that the user is buying or selling. Information on the user's buying and selling tendency Information on the reason for the user's buying and selling tendency Information on the social aspect of the user's buying and selling tendency A diagnosis result including information for improving the user's buying and selling tendency is generated (steps S504 and S506 , S507 also)).
  • the advice generation unit 321 performs, for example, the following evaluation, comparison, diagnosis, and advice on the evaluation axis of rotational power as the user's trade tendency.
  • the rate of return per round usually tends to be low, it is important to look at other indicators such as the rate of win, etc.
  • win if the average trading period difference is negative or close to 0 It is recommended to extend the average trading period of the
  • Step S503 The advice generation unit 321 determines whether the principal turnover period is longer than one week and is within one month. If the principal turnover period is longer than one week and is within one month (YES in step S503), the advice generation unit 321 executes the processing in step S504. If the principal amount rotation period is longer than one month (NO in step S503), the advice generation unit 321 executes the processing in step S505.
  • Step S504 As an example, as the user's buying and selling tendency, the advice generating unit 321 "turns within one month, so when viewed in one year, the brand is replaced more than ten times. Due to the concept, the average trading period and the trading value per unit will be further subdivided according to the degree, but generally, it will be focused on technical, buying and selling stocks in motion with stockholders. In order to increase the assets of this type, the difference between the winning percentage, the winning percentage and the loss percentage is the most important factor, see the evaluation points such as winning percentage, loss percentage and total percentage rating. Comparison and diagnosis.
  • Step S505 The advice generation unit 321 determines whether the principal turnover period is longer than one month and is within six months. If the principal turnover period is longer than one week and is within one month (YES in step S505), the advice generation unit 321 executes the process of step S506. If the principal amount rotation period is longer than six months (NO in step S505), the advice generation unit 321 executes the process of step S507.
  • the advice generation unit 321 “as a user's buying and selling tendency,“ is a trading frequency such that the brand is replaced several times a year. If “average trading period in case of winning-average trading period in case of losing” is a large plus, it can be said that the possibility of asset formation is high. Of course, it is determined by the balance with other evaluation axes, but with regard to the frequency of trading, it can be performed with a moderate frequency, and it is a level that can cope with various changes. It is possible to respond not only to technical and fundamentals, but also to rapid changes in market trends and world affairs. In this case, the most important thing is the difference between the winning rate and the loss rate, and the larger the difference, the better the operation. Comparison with, and diagnose.
  • Step S507 As an example, as the user's buying and selling tendency, the advice generating unit 321 “If both the average holding period and the principal turnover period exceed half a year, the buying and selling tendency largely changes depending on the status of the stock holding. There are a lot of cases where there are many cases where the so-called loss-cutting can not be done and cases where only bad stocks are held, ie, it is in the state of salting. However, the bad debts (bad assets) of the household are the existence of salted stocks, which is easily caused by the fact that the buying and selling is done too much, and in many cases this buying and selling tendency is included. The important evaluation axis is the diagnosis of gross trading profit and loss and analysis of the holding situation. . The buying and selling advice, where applicable to the above, while organizing the holdings even little by little, comparison with it. "Continue to activation, the diagnosis carried out by buying and selling.
  • FIG. 6 is a flowchart showing diagnosis processing based on the winning rate of return performed by the advice generation unit 321 in the server 3 according to the present embodiment.
  • Step S601 The advice generation unit 321 determines whether the winning rate of return is less than 5%. If the winning rate of return is less than 5% (YES in step S601), the advice generating unit 321 executes the process of step S602. If the winning rate of return is not less than 5%, that is, 5% or more (NO in step S601), the advice generating unit 321 executes the process of step S603.
  • Step S602 The advice generating unit 321 determines that the user is buying or selling.
  • Information on the user's trading trend Information on the reason of the user's trading trend Information on the social aspect of the user's trading trend Generating diagnostic results including information for improving the user's trading trend (steps S604 and S606) , S608, S609).
  • the winning return rate is too low. Therefore, unless it is covered by the winning rate or the turning power, the assets decrease. Winning profit than the absolute value of the losing loss rate If the rate is low, there is still much room for improvement, and if the average holding time when winning is less than a week, it may be a little early. Refer to the index of trading analysis. ”And diagnose.
  • Step S603 The advice generation unit 321 determines whether the winning rate of return is 5% or more and less than 10%. If the winning rate of return is 5% or more and less than 10% (YES in step S603), the advice generation unit 321 executes the process of step S604. If the winning rate of return is not less than 10%, that is, 10% or more (NO in step S603), the advice generating unit 321 executes the process of step S605.
  • Step S604 As an example, as the user's trading tendency, the advice generating unit 321 has a high turnover rate, which can suppress the loss loss rate, and if the winning rate is high, it can be a trading where assets increase. If you do not meet the conditions, you will tend to be in a situation where assets do not increase despite the busy situation.There is a possibility that trading is good, but there may be difficulty in stock selection. However, if it is difficult to obtain a large price range, it is necessary to reconfirm whether there is a mistake in stock selection in the first place. It is necessary to make a comparison and diagnosis.
  • Step S605 The advice generation unit 321 determines whether the winning rate of return is 10% or more and less than 20%. If the winning rate of return is 10% or more and less than 20% (YES in step S605), the advice generation unit 321 executes the process of step S606. If the winning rate of return is not less than 20%, that is, 20% or more (NO in step S605), the advice generating unit 321 executes the process of step S607.
  • Step S606 As an example, as the user's trading tendency, the advice generating unit 321 “the winning return rate is high and excellent. The winning rate is high and the loss loss rate is suppressed. If the turnover is working, the assets increase enough. If possible, the rate of increase in assets will be further increased by raising the rate of return to a higher rank, and if the average holding period when winning can not be extended further, total trading loss, winning by trading pattern analysis I would like to think about a way to raise the pace of increase further by analyzing the stocks, and using the strategic stocks will increase the possibility of taking a larger price range.
  • Step S607 The advice generation unit 321 determines whether the winning rate of return is 20% or more and less than 50%. If the winning rate of return is 20% or more and less than 50% (YES in step S607), the advice generation unit 321 executes the process of step S608. If the winning rate of return is not less than 50%, that is, 50% or more (NO in step S 607), the advice generating unit 321 executes the process of step S 607.
  • the advice generation unit 321 can be said to be sufficient as long as the average value range can be taken on average as the user's buying and selling tendency. How much the rotation is effective, the loss loss rate, the winning rate, and holding It should be noted that there is no loss in the brand, and there are still room for improvement if there are drawbacks in the above mentioned points, especially important is the rotational force, too low. There is a possibility that the pace of increase in assets may increase more. ”
  • Step S609 As an example, as the user's buying and selling tendency, the advice generating unit 321 "If you look only at this number, you can earn enough profit. If the other numbers below are also excellent, the asset will increase rapidly (1) How much the rotation is working, (2) How is the loss loss rate, (3) How is the winning rate, and (4) Whether there is any loss in the holding stocks. If there is a problem with any of the above four, improve it from there, for example, many stocks with large losses remain, for example, there are many remaining stocks, firm profit On the other hand, it is important to learn how to deal with loss as soon as possible, as loss cutting is not possible and it is important to take action as soon as possible. Compare and diagnose.
  • FIG. 7 is a flowchart showing diagnosis processing by the loss loss rate of the advice generation unit 321 in the server 3 according to the present embodiment.
  • Step S701 The advice generation unit 321 determines whether the loss loss rate is higher than ⁇ 5% and not higher than 0%. If the loss loss rate is greater than ⁇ 5% and 0% or less (YES in step S701), the advice generation unit 321 executes the process of step S702. If the loss loss rate is not larger than -5%, that is, is -5% or less (NO in step S701), the advice generation unit 321 executes the process of step S703.
  • Step S702 The advice generating unit 321 determines that the user is buying or selling.
  • a diagnosis result including information for improving the user's buying and selling tendency is generated (steps S704 and S705) The same is true).
  • the advice generation unit 321 “is able to sufficiently control the loss rate in the case of losing,” as the user's tendency to buy and sell, and has excellent results. If the winning rate, the winning return rate are sufficient, and there are no problems with the holding situation, it can be said that the asset is increasing rhythm. But the most important thing is how big the "wining return rate + loss rate" is. If the winning rate is 5% and the loss rate is -5%, the difference is zero. If the winning rate is 50%, there will be no loss or gain in trading. It will be busy buying and selling. On the other hand, if the winning rate is 30% and the loss loss rate is -5%, the difference is sufficiently large, 25%. In this case, even if the winning rate is 50%, the funds will increase sufficiently. It is necessary to match with other indicators, but it can be said that the loss loss rate is excellent. Comparison with, and diagnose.
  • Step S703 The advice generation unit 321 determines whether or not the loss loss rate is greater than ⁇ 10% and less than or equal to ⁇ 5%. If the loss loss rate is greater than ⁇ 10% and less than or equal to ⁇ 5% (YES in step S703), the advice generation unit 321 executes the process of step S704. If the loss loss rate is not larger than ⁇ 10%, that is, ⁇ 10% or less (NO in step S703), the advice generation unit 321 executes the process in step S705.
  • Step S704 As an example, as the user's buying and selling tendency of the advice generating unit 321, “the loss loss rate is sufficiently suppressed, and the risk management that does not deepen the damage is well done. Unless otherwise, the loss cut works very well, in which case it is most important that the winning rate is much higher than the loss rate, if both indicators are at similar levels, then the winning rate is gradually increasing. In the case of busy assets that do not grow, it is necessary to make profit determinations slowly and quickly, and to make sure that the initial stock selection is correct by trading pattern analysis. Compare and diagnose.
  • Step S705 As an example, as the user's buying and selling tendency, the advice generation unit 321 "is likely to delay the loss cut and make the wound deeper. In order to make the asset increase rhythm, the loss cut is made early and neatly, It is very important to control the loss because if there is an asset of 1 million yen and there is a loss of 20%, it will be 800,000 yen, then return to 1 million yen It is necessary to generate 25% of profit, and if profit is produced, it becomes a virtuous cycle in which the profit is profitable, but if a large loss is made and the funds are reduced, the principal will be reduced. It will be difficult to ascend with less and less funds, and if possible, the loss loss rate should be reduced to 10% or less.
  • FIG. 8 is a flowchart showing the diagnosis processing based on the total trading profit and loss of the advice generation unit 321 in the server 3 according to the present embodiment.
  • Step S801 The advice generation unit 321 determines whether the total trading profit and loss is greater than 0% and not more than 10%. If the total trading profit and loss is greater than 0% and less than or equal to 10% (YES in step S801), the advice generating unit 321 executes the process of step S802. If the total trading profit and loss is less than or equal to 0% or greater than 10% (NO in step S801), the advice generating unit 321 executes the process of step S803.
  • Step S802 The advice generating unit 321 determines that the user is buying or selling.
  • a diagnosis result including information for improving the user's buying and selling tendency is generated (steps S804 and S806 , S808 and S809).
  • the advice generation unit 321 says, “It is very important to have a style in which funds steadily increase in the current low interest rate era. It can be said that there is still room for improvement. ”
  • Step S803 The advice generation unit 321 determines whether or not the total trading profit and loss is greater than 10% and not more than 20%. If the total trading profit and loss is greater than 10% and less than or equal to 20% (YES in step S803), the advice generating unit 321 executes the process of step S804. If the total trading profit and loss is less than or equal to 10% or greater than 20% (NO in step S803), the advice generating unit 321 executes the process of step S805.
  • Step S804 As an example, as the user's buying and selling tendency, the advice generating unit 321 “turns with an annual rate of more than 10% profit and is excellent. However, speaking of greed, compound interest effect is included, 10% As the improvement point is to look at other indicators, it is important to improve the bad points.If the winning rate is poor, it is the improvement and the turnover rate is bad. If, for example, the rotation should be slightly increased.
  • Step S805 The advice generation unit 321 determines whether the total trading profit and loss is greater than 20%. If the total trading profit and loss is greater than 20% (YES in step S805), the advice generating unit 321 executes the process of step S806. If the total trading profit and loss is not larger than 20%, that is, 20% or less (NO in step S805), the advice generating unit 321 executes the process of step S807.
  • Step S806 As an example, as the user's buying and selling tendency, the advice generating unit 321 indicates that “the principal amount is increased by more than 20% annually, and the asset formation can be performed sufficiently. By doing better, we can aim at the further upper end. With regard to trading stocks, although it is well done, it can be said that it is just ideal if the stock holdings also have many valuation gains. Make a diagnosis.
  • Step S807 The advice generation unit 321 determines whether or not the total trading profit and loss is greater than ⁇ 10% and not more than 0%. If the total trading profit and loss is greater than ⁇ 10% and less than or equal to 0% (YES in step S 807), the advice generating unit 321 executes the process of step S 808. If the total trading profit and loss is ⁇ 10% or less (NO in step S 807), the advice generating unit 321 executes the processing in step S 809.
  • the advice generation unit 321 is, as the user's buying and selling tendency, "is a negative result with regard to buying and selling in the negative zone, the result is not coming even if you buy and sell hard, not interesting. It is even more so if you have problems with your holdings. It is important to first find the improvement point of where to improve.
  • Trading pattern analysis shows whether there is a problem in trading or stock selection. Whether there are many problems in trading or stock selection can be known depending on which trading patterns are many. If there is a problem in buying and selling, "win return rate + loss loss rate" is calculated.
  • Step S809 As an example, as the user's buying and selling tendency of the advice generating unit 321, "the year is decreasing by more than 10%, the asset is in a shrinking trend. If the situation of the holdings is good, it is another, but There is a large room for improvement in buying and selling, and it is necessary to fix various points, but the starting point is the buying and selling pattern analysis, which is the main feature of buying and selling in your own trading pattern analysis If there is a problem in stock selection, it is important to change the point first, try buying and selling with strategic stocks, if there is a problem in buying and selling, loss cut Problems, such as too late, profit confirmation too early, poor win rate, too slow, etc. Considering your own performance of each evaluation axis, fix from a large room for improvement. Above, compared with that continue to follow the advice, think likely going improved. "Make a diagnosis.
  • FIG. 9 is a flowchart showing the process of classifying the sales pattern by the advice generation unit 321 in the server 3 according to the present embodiment.
  • the present value is not limited to the present value, and the market value after sale (the market value three months after the sale, including the present value) is used. It may be determined.
  • Step S901 The advice generation unit 321 determines whether the bid price is smaller than the selling price. If the bid price is smaller than the selling price (YES in step S901), the processing in step S902 is executed. If the bid price is not smaller than the selling price, that is, if the buying price is greater than or equal to the selling price (NO in step S901), the process of step S907 is executed.
  • Step S902 The advice generation unit 321 determines whether the selling price is smaller than the current value. If the selling price is smaller than the current value (YES in step S902), the processing in step S903 is performed. If the selling price is not smaller than the current price, that is, if the selling price is greater than or equal to the current price (NO in step S902), the processing in step S904 is executed.
  • Step S903 The advice generating unit 321 determines that the user is buying or selling.
  • Information on the user's trading trend Information on the reason of the user's trading trend Information on the social aspect of the user's trading trend Generating diagnostic results including information for improving the user's trading trend (steps S905, S906 , S908, S810, and S911).
  • the advice generating unit 321 determines that the user's trading trend (wining pattern 1 [bought price ⁇ sales price ⁇ current price]) “A user with a large number of trading patterns has a high possibility of still extending profits. It's not wrong and after that you have to see if you can't get a much wider price range, or if the profit confirmation is too early, and if it's too late you may have missed other opportunities, The plane of rotation is also important. "wining pattern 1 [bought price ⁇ sales price ⁇ current price]
  • the advice generation unit 321 responds to the winning pattern 1 and says, "It can be further improved depending on how the trading proceeds from the stage of stock selection and how to perform stock replacement.” Generate advice for
  • Step S904 The advice generation unit 321 determines whether the current price is greater than the bid price. If the current price is greater than the bid price (YES in step S904), the processing in step S905 is performed. If the current price is not greater than the bid price, that is, the current price is less than or equal to the bid price (NO in step S904), the process of step S906 is performed.
  • the advice generating unit 321 determines that the user's buying and selling tendency (winning pattern 2 [bought price ⁇ sales price and selling price ⁇ current value and present value> bought price]) It is important to buy and sell, but in terms of greed, it is important to buy and sell stocks with a wider price range, especially in cases where the winning rate is low. The company is buying and selling large stocks, so the winning rate does not rise. ”And diagnoses.
  • the advice generation unit 321 is improved according to the winning pattern 2 "If switching to trading of strategic stocks, it will be improved. In this case, by improving the winning rate, which is the most important index, Generate an advice of
  • the advice generation unit 321 determines that “the user with many trading patterns is the first place,” as the buying and selling tendency of the user (winning pattern 3 [purchase price ⁇ selling price and selling price ⁇ current value and present value ⁇ buying price]).
  • the stock selection was incorrect, and buying and selling that did not buy at that time and winning because it was bought and sold immediately, buying and selling went well, but the selection of the brand is wrong. If it is, it is highly likely that the stock that is moving now, such as the material stock and the hand stock, is out of sight, and if it does not buy and sell, it will be a stock that will not be ashamed. It means that the company is obliged to buy and sell.
  • the advice generation unit 321 it is important for the advice generation unit 321 to select a stock that is safe to hold, not a stock that can not be held in peace, and to go up and down. "I can afford.”
  • Step S 907 The advice generation unit 321 determines whether the selling price is larger than the current value. If the selling price is larger than the current value (YES in step S 907), the processing in step S 908 is performed. If the selling price is not greater than the current price, that is, the selling price is less than or equal to the current price (NO in step S 907), the process of step S 909 is performed.
  • the advice generation unit 321 determines that the user's buying and selling tendency (loss pattern 1 [buy ⁇ sell price> present value]) "The user who has a large number of buy and sell patterns has a problem in stock selection. If you give out your hand, or if you give out your hand to a brand or material stock that has got out of materials, such losses will come in. The nature of such stock is that you should not hold it, or you will lose a lot if you do not sell it. Compare and diagnose.
  • the advice generation unit 321 needs to change the brand selection considerably when there are a large number of losing patterns 1 and winning patterns 3 according to the losing pattern 1.
  • the trading profit is gained by targeting the machine. Changing from an outgoing style to an investment style, as trading is highly likely to be a successful person, there is a possibility that the results will grow dramatically if the stock selection is made properly. Try to buy and sell with stocks. "
  • Step S909 The advice generation unit 321 determines whether the current price is greater than the bid price. If the current price is greater than the bid price (YES in step S909), the process of step S910 is performed. If the current price is not greater than the bid price, that is, the current price is less than or equal to the bid price (NO in step S909), the process of step S911 is executed.
  • Step S910 the advice generating unit 321 determines that the user's buying and selling tendency (loss pattern 2 [buying price ⁇ selling price and selling price ⁇ present value and present value> buying price]) Yes, but there are some points where the judgment criteria are not clear if the loss cut is too early, and if it is not finished or not, it is necessary to check other indices as well. Can be said to be extremely excellent. "
  • advice generating unit 321 responds to the losing pattern 2 and "If trading becomes more successful, assets also increase. Win return ratio, loss loss ratio, the difference, etc. become important indexes.” Generate advice with.
  • the advice generation unit 321 determines that the user's buying and selling tendency (loss pattern 3 [buy price ⁇ present value ⁇ sell price]) “A user with a large number of buy and sell patterns has room for improvement in both brand selection and buy and sell. In the buying and selling pattern, the loss is kept small, and if the winning is increasing, there is a possibility that the ideal winning may be made.
  • the advice generating unit 321 generates an advice according to the losing pattern 3 as "If it is a big loss, it is important to correct a mistake in stock selection.”
  • FIG. 10 is a flowchart showing a diagnosis process by the advice generation unit 321 in the server 3 according to the present embodiment, based on the ups and downs of owned stocks (hereinafter simply referred to as “ups and downs”).
  • the advice generation unit 321 classifies the trade data into stock data and traded data, and calculates the rate of increase or decrease of the stock with reference to the stock data. Then, the advice generation unit 321 executes the following diagnosis processing.
  • Step S1001 The advice generation unit 321 determines whether the rate of return is greater than ⁇ 10% and less than or equal to 0%. If the rate of return is greater than ⁇ 10% and less than or equal to 0% (YES in step S1001), the advice generation unit 321 executes the process of step S1002. If the rate of return is less than or equal to -10% or greater than 0% (NO in step S1001), the advice generation unit 321 executes the process of step S1003.
  • Step S1002 The advice generating unit 321 determines that the user is buying or selling. Information on the user's buying and selling tendency Information on the reason for the user's buying and selling tendency Information on the social aspect of the user's buying and selling tendency A diagnostic comparison result including information for improving the user's buying and selling tendency is generated (step S1004) The same applies to S1006 and S1007).
  • Step S1003 The advice generation unit 321 determines whether the rate of return is -10% or less. If the rate of return is -10% or less (YES in step S1003), the advice generation unit 321 executes the process of step S1004. If the rate of return is not ⁇ 10% or less (NO in step S1003), the advice generation unit 321 executes the process of step S1005.
  • Step S1004 As an example, as the buying and selling tendency of the user, the advice generating unit 321 reads, "If salted stocks have come out, there is a large room for improvement as long as the trading profit and loss is not very good. It is necessary to start with improvement, as there is a high possibility that the remaining stocks will become the holding stocks without being able to trade, can not lose losses, etc. If it's very important, don't drag it forever, it's easy to say, but it's hard to say that it's hard to cut it, if you're not good, try to imitate the support first. Because it is possible to open up the possibilities, it is important to sort out the holdings even gradually and to change to a state of holding profits.
  • Step S1005 The advice generation unit 321 determines whether the rate of return is greater than 0% and less than 10%. If the rate of return is greater than 0% and less than 10% (YES in step S1005), the advice generation unit 321 executes the process of step S1006. If the rate of return is 10% or more (NO in step S1005), the advice generation unit 321 executes the process of step S1007.
  • Step S1006 As an example, as the user's buying and selling tendency, the advice generating unit 321 “speaks well if there is no problem in buying and selling profit and loss. However, it is important to see along with buying and selling pattern analysis. If there are many winning patterns 2 and 3 instead of winning pattern 1, it is necessary to re-evaluate the stock selection, as it is likely that you have bought a stock that can not get a large price range. Try to use more brand names. "
  • Step S1007 As an example, as the user's buying and selling tendency, the advice generating unit 321 may not have a problem if the trading profit and loss is also positive. However, other evaluation axes such as rotational power, winning rate, loss rate, winning rate It is necessary to look at it together. I will improve the weak point.
  • FIG. 11 is a flowchart showing the ranking process by the principal increase / decrease rate of the advice generation unit 321 in the server 3 according to the present embodiment.
  • the advice generation unit 321 may perform comparison processing and ranking processing using an evaluation index other than the principal change ratio, or may perform comparison processing and ranking processing using a plurality of evaluation indices. .
  • Step S1101 The advice generation unit 321 determines whether the principal change rate is greater than 30%. If the change rate of the principal amount is larger than 30% (YES in step S1101), the advice generation unit 321 executes the process of step S1102. If the change rate of the principal amount is not larger than 30% (NO in step S1101), the advice generation unit 321 executes the process of step S1103.
  • Step S1102 The advice generating unit 321 determines that the user is buying or selling. Information on the user's buying and selling tendency. A diagnosis result including information for improving the user's buying and selling tendency is generated (the same applies to steps S1104, S1106, S1108, and S1109).
  • the advice generating unit 321 is “the asset is increasing at a pace faster than the market average and is ideal as the user's trading trend (Ranking A), and it is ideal. It depends on whether it is high or not, but if it is a trading profit and loss entity, the turn will work well. ”
  • the advice generation unit 321 generates an advice according to the rank A, such as "Improvement of weak points on each evaluation axis will further increase the earning power and increase the pace of asset increase.”
  • Step S1103 The advice generation unit 321 determines whether the principal change rate is greater than 10% and not more than 30%. If the change rate of the principal amount is greater than 10% and less than or equal to 30% (YES in step S1103), the advice generation unit 321 executes the process of step S1104. If the change rate of the principal amount is 10% or less (NO in step S1103), the advice generation unit 321 executes the process of step S1105.
  • Step S1104 As an example, as the user's buying and selling tendency (rank A), the advice generating unit 321 reads, "Even if it is about yearly or not, the funds are getting bigger year by year, and the profit is making a profit Operation is possible. There is unevenness depending on the year, but the pace is above the average.
  • the advice generation unit 321 should check the index “compare to the Nikkei average according to rank A, and look at your own growth rate compared to the market average. If it is below the market average, there is room for improvement There is still more. Even if it exceeds, recognize weak spots and improve it. "
  • Step S1105) The advice generation unit 321 determines whether the principal change rate is greater than 0% and not more than 10%. If the change rate of the principal amount is greater than 0% and less than or equal to 10% (YES in step S1105), the advice generation unit 321 executes the process of step S1106. If the change rate of the principal amount is 0% or less (NO in step S1105), the advice generation unit 321 executes the process of step S1107.
  • Step S1106 As an example, as the user's trading trend (rank B), the advice generating unit 321 “the negative range is small, but the principal is missing, and there is room to improve in various ways. Let's check in the order of whether it is out or loss in buying and selling. ”Comparison and diagnosis.
  • the advice generation unit 321 "If loss is in stock holdings, the point that it is necessary to correct the loss cutting is the point to be corrected first. Selection of the first buying stock is appropriate It will also be a point. "
  • Step S1107 The advice generation unit 321 determines whether the principal change rate is greater than ⁇ 10% and not more than 0%. If the change rate of the principal amount is greater than ⁇ 10% and less than or equal to 0% (YES in step S1107), the advice generation unit 321 executes the process of step S1108. If the change rate of the principal amount is ⁇ 10% or less (NO in step S1107), the advice generation unit 321 executes the process of step S1109.
  • Step S1108 As an example, the advice generation unit 321 “recommends that the loss is bulging and is promptly improved as the user's trading trend (rank C). First, grasping the problem. If there is a loss, check if there is a loss in the traded stocks, and in the case of losses of the traded stocks, refer to the winning percentage, loss loss rate, trading pattern analysis etc. Compare with and make a diagnosis.
  • the advice generation unit 321 gives an advice according to rank C, "Please refer to the advice on how to improve from the bad evaluation axis. How to improve from the bad evaluation axis.”
  • Step S1109 the advice generation unit 321 determines that “the asset is decreasing year by year as the user's trading trend (rank D). First of all, it is important to recognize.
  • the advice generation unit 321 “does not cut losses, the unrealized losses of the holding stocks are not expanding, or the rotation is too fast, and the assets are increasing at all despite the busy status.
  • loss loss rate and six trading pattern analysis are important, and in the latter case, the winning return rate, loss comprehensive analysis, and turnover index are important. ”
  • Gross trading profit Winning rate ⁇ trading value when winning ⁇ winning rate / number of winnings + (1-winning rate) ⁇ trading value when losing ⁇ loss rate / loss count ⁇ principal ⁇ (time elapsed days ⁇ number of days of principal turnover) / Trading value per transaction
  • the following shows the decomposition formula of gross trading profit and loss including the numerical example when the principal amount is 5 million yen. Numerical examples are shown in parentheses in [].
  • the advice generation unit 321 of the server 3 generates a decomposition formula of gross trading profit and loss including numerical values as a diagnosis result regarding the trading data of the user.
  • the advice generation unit 321 generates the advice that refers to the evaluation index at least including the winning rate, the winning return rate, the losing loss rate, and the number of days of principal turnover (principal turnover period) included in the above decomposition formula. .
  • the advice generation unit 321 of the server 3 generates each advice.
  • the control unit 22 of the terminal 2 causes the display unit 23 to display each piece of advice.
  • the contents of the advice shown below show an example, and do not limit the present invention.
  • the turnover period of the principal is 3 days, and I am good at the trading that the turnover rate worked very well.
  • the turnover of 100 million yen is 100 revolutions per year for the principal amount of 1 million yen. Because the rotation is too fast, the rate of return per unit will be low.
  • the winning rate of 5% may be too low.
  • the winning rate is 60%, the winning rate is 5%, and the losing loss rate is -8%. Although the winning rate is high, losing losses are large, loss cutting tends to be delayed, and it can be said that improvement of losing loss rates is urgent.
  • " (Second example of advice) "It seems like you don't like buying and selling. If you buy it for the past year, you've been holding it and you're not buying and selling. You have plenty of money, good stock, and you're going to keep it. I think that you have become.
  • trading value is 5 million yen and cash is 5 million yen.
  • the winning rate of the stock holdings is 80%, the rate of return when winning is high enough to be 1.2 times, and it seems that it is an investment stance in which good stocks are carefully selected and purchased with little delay.
  • the loss rate of losing stocks is also kept as low as about -10%. It is a stance to invest in carefully selected stocks. Only because you are financially capable can be said that it can be done.
  • the winning rate is low, the winning rate of return is very high at 1.4 times, and the loss cut when losing to the contrary is suppressed to -8%, so assets are steadily increasing and the ideal buying and selling Let's say it.
  • the frequency of rotation is also about once every two months, so that the stock changes, and it is not busy.
  • the turnover period of the principal is one month, and a moderate turnover is working. The turnover of 12 million yen and 12 million yen a year for the principal of 1 million yen.
  • the winning rate is 70%, winning The return rate is 5%, the loss loss rate is -15%, and the winning rate is high, but the winning rate is too low, the loss rate is too large, and the assets are decreasing.
  • the winning period is too short, and while it tends to quickly determine the profit, the loss of the issue has extended the holding, and the loss has expanded.
  • the advice generation unit 321 calculates an evaluation index from the basic numerical value.
  • the calculation of the evaluation index changes according to the level stage (detailed level) of profit and loss.
  • the evaluation can also be performed stepwise, and comparisons, diagnoses, and advice can be performed stepwise.
  • Specific examples of differences in evaluation indicators according to levels are given below. In addition, the following shows a specific example and does not limit the present invention.
  • the basic value is ⁇ principal, -Total profit / loss / purchase price / sale price / number of purchases / current valuation value / elapsed days / average number of days held / rate of increase / decrease of benchmarks (Nikkei average etc.) during the period of progress.
  • the evaluation indexes include a torque indicator and a general index.
  • the basic value is ⁇ Principals ⁇ Total sales and losses ⁇ Purchase price ⁇ Number of wins ⁇ Total profit in case of win ⁇ Total purchase price for win ⁇ Total sale price for win ⁇ Number of losses ⁇ Total purchase price for lose ⁇ Total sale price for loss ⁇ There are a total loss in the case of loss, the number of trading, the sale price, the elapsed days, the average trading period, and the like.
  • trading gains and losses can be divided into the following factors. This decomposition makes it possible to grasp the nature of trading.
  • Total trading profit and loss winning rate (33%) x trading price when winning (29.7 million yen) x profit rate when winning (0.41) + number of wins + (1-winning rate) x trading price when losing 77,300,000 yen x Profitability in case of losing (-0.08)-number of losses x principal (5 million yen) x (elapsed days (1224)-number of days of principal turnover (53))-1 per time Trading value (670,000 yen) Trading gains and losses are determined by the turnover, the profit rate in the case of winning, the loss rate in the case of losing, the principal amount, the winning rate, etc. By separating the factors, it is possible to evaluate which factor is strong or weak, and the trend of trading can be understood.
  • the advice generation unit 321 evaluates the total unrealized profit and loss.
  • the basic value is -Principal value-Total unrealized profit and loss-Purchase price of unsold stocks (or unsold stocks)-Current valuation of unsold stocks (or unsold stocks)-Number of days elapsed-Number of stocks held-Number of won stocks-held stocks won Total unrealized profit, purchase price of the winning stock, number of losses of the stock, total loss in case of losing the stock, turnover value of the stock, number of purchases, number of stocks, average number of days Etc.
  • Unrealized profit and loss winning rate (33%) x turnover value when winning (29.7 million yen) x return rate when winning (0.41) + number of wins + (1-winning percentage) x turnover value when losing (7773 10,000 yen x Profitability rate for losing (-0.08)) Number of lost times x Principal (5 million yen) x (Elapsed days (1224) ⁇ ⁇ Number of days of original turnover (53)) ⁇ ⁇ ⁇ once Trading value of (670,000 yen) With regard to the evaluation of unrealized gains and losses, it is important to have the ability to turn, the profit rate in the case of winning, the loss rate in case of losing, the principal and the winning rate.
  • the basic value is ⁇ There are principal, total profit, purchase price, sale price, elapsed days, average trading days, etc.
  • the winning profit can be divided into the following factors.
  • the basic value of winning pattern 1 is ⁇ principal, ⁇ Total profit ⁇ Purchase price ⁇ Sales price ⁇ Elapsed days ⁇ Average trading days ⁇ Total profit and loss after trading ⁇ Total profit and loss for holding ⁇ Total trading profit and loss.
  • the index for winning pattern 1 is -Average holding period, Total profit obtained if not sold-Profit per unit if not sold-Profit obtained if not sold-Profit of winning pattern 1- Total gain originally obtained, Total gain originally obtained, Winning pattern 1 profit, Average holding period, Period passed if not sold, Holding period if not sold after purchase, -Total amount of profit originally obtained-Holding period if not sold after purchase-Profit obtained if not sold-Period passed if not sold.
  • the benefit of winning pattern 1 can be divided into the following factors.
  • the terminal 2 and the server 3 include a computer that executes instructions of a program that is software that implements each function.
  • the computer includes, for example, one or more processors, and a computer readable recording medium storing the program.
  • the processor reads the program from the recording medium and executes the program to achieve the object of the present invention.
  • a CPU Central Processing Unit
  • the above-mentioned recording medium a tape, a disk, a card, a semiconductor memory, a programmable logic circuit or the like can be used besides “a non-temporary tangible medium”, for example, a ROM (Read Only Memory).
  • a RAM Random Access Memory
  • the program may be supplied to the computer via any transmission medium (communication network, broadcast wave, etc.) capable of transmitting the program.
  • any transmission medium communication network, broadcast wave, etc.
  • one aspect of the present invention can also be realized in the form of a data signal embedded in a carrier wave in which the program is embodied by electronic transmission.
  • An information generation apparatus is an information generation apparatus that generates information on trading of investment products, acquiring trading data of investment products, acquiring basic data from acquired trading data, and acquiring An information generation unit is provided which calculates an evaluation index with reference to basic data and generates information indicating the calculated evaluation index.
  • the information generation unit acquires a total profit and loss from the transaction data, calculates an evaluation index with reference to the total profit and loss, and indicates the calculated evaluation index. Information may be generated.
  • the information generation unit acquires the total of trading gains and losses and the total unrealized gains and losses from the trading data, and evaluates the evaluation index with reference to the total of the trading gains and losses and the total unrealized gains and losses. May be calculated to generate information indicating the calculated evaluation index.
  • the evaluation index is calculated with reference to the total of trading profit and loss and the total unrealized profit and loss, it is possible to provide an evaluation on trading data taking into consideration the trading profit and loss and the unrealized profit and loss.
  • the information generation unit acquires the total winning profit, the total loss loss, and the total unrealized profit / loss from the trading data, and the total winning profit, the total loss loss, and the above.
  • the evaluation index may be calculated with reference to the total unrealized profit and loss, and information indicating the calculated evaluation index may be generated.
  • the evaluation index is calculated with reference to the total winning profit, the total loss loss, and the total unrealized profit and loss, it is possible to provide an evaluation on trading data taking into account the winning profit, the losing loss and the unrealized loss. it can.
  • the information generation unit acquires traded data from the trade data, and the traded data corresponds to a buy price, a sell price, and a market value after sale. It may be classified into a pattern, a total profit and loss for each pattern may be calculated, an evaluation index may be calculated with reference to the total profit and loss for each pattern, and information indicating the calculated evaluation index may be generated.
  • the evaluation index is calculated with reference to the buying and selling prices and the total profit and loss for each pattern according to the market value after sale, the evaluation on the trading data taking into consideration the profit and loss for each pattern Can be provided.
  • the information generation unit calculates an evaluation index with reference to the transaction data, and compares and ranks investors with reference to the calculated evaluation index. Information indicating the comparison and ranking of the investors may be generated as a valuation index.
  • the information generation unit may make a diagnosis with reference to the evaluation index, and may generate information indicating a result of the diagnosis.
  • the information generation unit may generate information indicating advice according to the result of the diagnosis.
  • the information indicating the advice according to the diagnosis result based on the trading data is generated, it is possible to provide the advice based on the trading data.
  • an information generating apparatus is an information generating apparatus that generates information related to trading of an investment product, acquires trading data of the investment product, and basic data including profit and loss from acquired trading data. Are acquired, the plurality of evaluation indicators for the total profit and loss are calculated with reference to the acquired basic data, diagnosis is performed with reference to the plurality of evaluation indicators, and the plurality of evaluation indicators according to the result of the diagnosis And an information generation unit that generates information indicating an advice including
  • the information generation unit calculates an evaluation index including a rotational force, a winning return rate, or a loss loss rate from the basic data, and the rotational force And information indicating a result of diagnosis regarding a user's trading tendency according to the winning rate of return or the rotational force and the loss loss rate may be generated.
  • the information generation unit decomposes the total profit and loss as a diagnosis result on the trade data, a win rate, a win trading value, a win return rate, a win count, a losing trade
  • a formula may be generated that includes the price, the loss loss rate, the number of losses, the principal amount, the elapsed period, the rotational power, and the turnover per unit.
  • different evaluation indexes may be calculated stepwise in accordance with the degree of detail of the profit and loss included in the basic data.
  • An information presentation system is an information presentation system including the information generation device and a terminal device, and the terminal device presents the information generated by the information generation unit to the user. Do.
  • Advice presentation system information presentation system
  • Terminal terminal device
  • Server Information Generator
  • Network Advice Generator

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Abstract

Un objectif de la présente invention est d'obtenir une évaluation concernant des données de transaction pour un produit d'investissement. Dans la présente invention, un serveur (3) servant à générer des informations relatives à la transaction d'un produit d'investissement comprend une partie de génération de conseil (321) pour acquérir des données de transaction du produit d'investissement; acquérir des données de base à partir des données de transaction acquises; se référer aux données de base acquises et calculer un indice d'évaluation; et générer des informations indiquant l'indice d'évaluation calculé.
PCT/JP2018/024524 2017-10-13 2018-06-28 Dispositif de génération d'informations, système de présentation d'informations et programme de génération d'informations Ceased WO2019073640A1 (fr)

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JP2017-199523 2017-10-13
JP2017199523A JP6325161B1 (ja) 2017-10-13 2017-10-13 情報生成装置、情報提示システム、および、情報生成プログラム
JP2018-041064 2018-03-07
JP2018041064A JP6450876B1 (ja) 2018-03-07 2018-03-07 情報生成装置、情報提示システム、および、情報生成プログラム

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Citations (7)

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