JP2008305343A - Investment target processing device, investment target processing method and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an investment target processing device, an investment target processing method and a program that efficiently compute guideline values for earning a target profit on stock investment with fewer computing resources. <P>SOLUTION: A frequency and profit calculation part 201 decides a future transaction frequency from a principal, an investment period and a final target asset entered by a user, and calculates a total profit to be earned on future transaction. A winning percentage calculation part 204 and a profit/loss ratio calculation part 205 calculate a winning percentage and a profit/loss ratio respectively. A default value setting part 206 assigns the transaction frequency, gross profit, winning percentage and profit/loss ratio to relational expressions and solves unknowns to calculate a profit target and a stop-loss target per transaction. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

  The present invention relates to an investment target processing apparatus, an investment target processing method, and a program for efficiently obtaining a guideline value for obtaining a target profit with a small amount of computing resources when investing in stock.

Conventionally, there is a concept of “profit / loss ratio” as an index of stock trading (see Non-Patent Document 1, for example). The profit / loss ratio, as the name suggests, is the ratio between the loss and profit when selling stock. For example, assume that the profit / loss ratio is set to 1: 2, and stock trading is performed using this as an index. At this time, for example, if the current stock price is 1 million yen and a stock that is expected to rise to about 1,200,000 yen is purchased, the stock is sold when it has increased to 1,200,000 yen as expected. On the other hand, if it falls unexpectedly, the stock will be sold when it reaches 900,000 yen. Alternatively, if a stock of 1 million yen is expected to rise to about 1.1 million yen, it will be sold when it rises to 1.1 million yen or falls to 950,000 yen. In short, if the stock price falls, you can sell it when it drops to half that amount.
“Take 10 million yen a month! "Stock" Chart Pattern Investment Techniques "(Diamond), 2005, pp. 60-67

  In the case of random stock trading, the probability of making a loss and the probability of making a profit are both 50%, but if the above profit / loss ratio is set larger than 1: 1, the profit amount will be larger than the loss amount. Becomes larger. Non-Patent Document 1 recommends that the profit / loss ratio be set to 1: 2 or more in order to produce a stable profit in stock trading. However, as described in Non-Reference Document 1, know-how for stock chart analysis is required to appropriately set the profit / loss ratio and to predict whether the stock price will rise to the set amount. Become.

  Chart analysis requires complex calculations. In addition, stock prices are sensitive to market sentiment and require intuition through experience. Therefore, there is a need for a method for efficiently calculating an index that is a guideline that is easy to understand even for amateurs, in order to obtain a target profit in stock investment in an environment where calculation resources are limited, such as a game machine. Yes.

  The present invention is intended to solve the above-described problems, and an investment target processing apparatus and an investment target processing method for efficiently obtaining a guideline value for obtaining a target profit in a stock investment with a small amount of computing resources And to provide a program.

  In order to achieve the above object, an investment target processing apparatus according to a first aspect of the present invention comprises the following arrangement. In other words, the investment target processing device includes a number-of-times profit calculation unit, a history storage unit, a profit / loss value calculation unit, a win rate calculation unit, a profit / loss ratio calculation unit, a target storage unit, an initial value setting unit, and a display correction. A section.

Here, the profit-of-times profit calculation unit calculates the number of future transactions and the total profit amount to be obtained by the future transactions based on information input from the user.
In other words, the profit profit calculation section inputs the rough hope of how much and how much the user wants to increase, and in order to fulfill that hope, how many transactions will be made in the near future. Specifically calculate whether it should be obtained. Thereby, the user can obtain a realistic target when investing.

  The history storage unit stores, for each past transaction, a history including the purchase price, the selling price, and the fee required for the transaction. The profit / loss value calculation unit calculates a profit / loss value obtained by subtracting the purchase price and the fee from the selling price for each of the stored histories. The winning percentage calculation unit calculates the winning percentage of past transactions from the number of histories in which the calculated profit / loss value is positive and the number of histories that are negative among the stored histories. The profit / loss ratio calculation unit calculates the profit / loss ratio of past transactions based on the historical profit / loss value for which the calculated profit / loss value is positive and the absolute value of the negative profit / loss value for history. Calculate

  That is, a transaction for which a positive profit / loss value has been calculated means a transaction for which profit has been obtained, and a transaction for which a negative profit / loss value has been calculated is a transaction for which a loss has occurred. Therefore, it can be considered that the “winning transaction” is a transaction with a positive profit / loss value, and the “losing transaction” is a transaction with a negative profit / loss value. The win rate is the number of “wins” with respect to the sum of the number of “wins” and “loss”.

  At this time, a plurality of ways of thinking as winning ratios are possible depending on how to handle the number of draws (that is, the number of transactions where the profit / loss value is 0 and neither profit nor loss occurs). In this embodiment, for the draw, the win rate is calculated without including either the “win” number or the “losing” number, but this does not take into account the draw transaction. It can be considered that the distribution is made according to the ratio of the “number” and the “losing” number. The profit / loss ratio is the ratio of profit to loss in all past transactions. In the present invention, the win rate and profit / loss ratio of past transactions are calculated and provided to the user as realistic win rate targets and profit / loss ratio targets.

  In addition, the target storage unit includes a future transaction frequency target c, a total profit target a to be obtained by the future transaction, a win rate target x of the future transaction, and a profit / loss ratio target y of the future transaction. The profit target p for each future transaction and the loss target q for each future transaction are stored. Here, since the target value stored in the target storage unit is repeatedly calculated, typically, a volatile memory such as a RAM is used as the target storage unit, and these target values are temporarily stored.

  Further, the initial value setting unit sets the calculated win rate as the initial value of the transaction number target c, the calculated total profit amount as the initial value of the total profit amount target a, and the calculated win rate as the win rate target. As the initial value of x, the calculated profit / loss ratio is set as the initial value of the profit / loss ratio target y, respectively, and c, a, x, y stored in the target storage unit are known numbers, and p, q P and q obtained by solving a predetermined simultaneous equation with an unknown as the initial value of the profit target p and the loss target q are stored in the target storage unit.

  That is, the initial value setting unit calculates p and q to calculate a target profit amount and a loss cut amount per transaction. By setting the profit amount and the profit / loss ratio target from the winning rate and profit / loss ratio of past transactions, a realistic target value is calculated.

  The display correction unit also stores the transaction frequency target c, the gross profit target a, the win rate target x, the profit / loss ratio target y, the profit target p, and the loss target q stored in the target storage unit. And prompt the user to correct one of the targets. That is, the display correction unit displays a target value calculated by an initial value setting unit or an update unit described later. The user trades stocks with reference to this target value. If the user does not agree with the displayed target value, the user corrects the target value.

  In addition, the profit / loss ratio calculation unit calculates the profit / loss ratio from the sum of the profit / loss values of the history where the calculated profit / loss value is positive and the absolute value of the sum of the profit / loss values of the history which is negative. To do. That is, the profit / loss ratio calculation unit calculates the ratio of the “winning amount”, that is, the sum of profits, to the “losing amount”, that is, the absolute value of the sum of lost amounts, among all transactions, Profit / loss ratio.

  In this way, in the present invention, based on the rough hope input by the user, the number of transactions target, the total profit target, the win rate target, the profit / loss ratio target, the profit target, and the loss target As a guideline value for obtaining the final target profit. These target values can be calculated without using complex calculations, and the winning percentage target and profit / loss ratio target are calculated based on past transaction details. is there.

In addition, the initial value setting unit has the following simultaneous equations:
a = cxp-c (1-x) q;
p = yq
To find unknowns p and q.

  That is, since the probability of making a profit in c transactions is x and the target profit amount in each transaction is p, the profit amount obtained in the c transactions is cxp. On the other hand, if the probability of losing (the probability of losing) is 1-x, and q is the loss target (the amount that is targeted so as not to lose any more in one transaction), the amount lost in c transactions is c (1-x) q. Therefore, the total profit target a obtained by c transactions is obtained by (cxp-c (1-x) q). On the other hand, p = yq is derived from the definition of profit / loss ratio.

  Further, the investment target processing apparatus includes an updating unit that stores the target corrected by the user in the target storage unit. The update unit knows c, a, x, and y in the simultaneous equations when the revised target is the transaction count target c, the gross profit target a, the win rate target x, or the profit / loss ratio target y And p and q obtained by solving p and q as unknowns are stored in the target storage unit as the profit target p and the loss target q. Further, when the corrected target is the loss target q, in the simultaneous equations, c, a, x, q are known numbers, and p, y obtained by solving p, y as unknown numbers are The target storage unit stores the profit amount target p and the profit / loss ratio target y. And the said target memorize | stored in the target memory | storage part is displayed on a display correction part.

  As can be understood from the above relational expression, when one of the target values is corrected, the correction affects the other target values. Accordingly, when the user corrects one of the above c, a, x, and y displayed on the display correction unit, the update unit recalculates p and q. On the other hand, when the user corrects q among the target values displayed on the display correction unit, p and y are recalculated from the above relational expression. Then, the display correction unit redisplays the recalculated result. The user repeats the correction of the target value until a satisfactory target value is obtained.

  Further, in the profit / loss ratio calculation section described above, the profit / loss ratio is calculated as “the sum of the profit / loss values of the history where the calculated profit / loss value is positive and the absolute value of the sum of the profit / loss values of the history which is negative” , "Instead of" the average of historical profit and loss values with a positive calculated profit and loss value and the absolute value of the average of historical profit and loss values with a negative calculated profit and loss value. " And calculate from. In other words, the profit / loss ratio calculation unit calculates the ratio of the “winning amount”, that is, the average value of the profit amount, and the “loss amount”, that is, the absolute value of the average value of the loss amount among all transactions. It may be the profit / loss ratio.

  In this way, the profit / loss ratio can be calculated by summing up all the “winning amount” and all “losing amount” of the transactions, The summation method may be a summation or an average value.

  A method for controlling an investment target processing apparatus according to another aspect of the present invention includes a number-of-times profit calculation unit, a history storage unit, a profit / loss value calculation unit, a win rate calculation unit, a profit / loss ratio calculation unit, and an initial value. A step of controlling the investment target processing apparatus, comprising: a setting unit; a target storage unit; and a display correction unit.

  In the profit-for-profit calculation step, the profit-for-profit calculation unit calculates the number of future transactions and the total profit to be obtained by the future transactions based on information input from the user. In the history storage step, the history storage unit stores, for each past transaction, a history including the purchase price, the selling price, and the fee required for the transaction.

  In the profit and loss value calculation step, the profit and loss value calculation unit calculates the profit and loss value obtained by subtracting the purchase price and the fee from the selling price for each of the stored histories. In the winning rate calculation step, the winning rate calculation unit calculates the winning rate of the past transaction from the number of histories in which the calculated profit / loss value is positive and the number of histories that are negative in the stored history. .

  In the profit / loss ratio calculation process, the profit / loss ratio calculation unit calculates the profit / loss value of the history where the calculated profit / loss value is positive and the absolute value of the profit / loss value of the history which is negative among the stored histories. From the above, the profit / loss ratio of past transactions is calculated.

  In the target storage process, the target storage unit sets the future transaction frequency target c, the total profit target a to be obtained by the future transaction, the win rate target x of the future transaction, and the profit / loss ratio of the future transaction. The target y, the profit target p for each future transaction, and the loss target q for each future transaction are stored.

  In the initial value setting step, the initial value setting unit calculates the winning percentage calculated using the calculated number of transactions as the initial value of the target number of transactions target c and the calculated total profit amount as the initial value of the target total profit amount a. As the initial value of the win rate target x and the calculated profit / loss ratio as the initial value of the profit / loss ratio target y, respectively, and c, a, x, and y stored in the target storage unit are known numbers. , P, q are stored in the target storage unit as initial values of the profit target p and the loss target q, respectively, obtained by solving a predetermined simultaneous equation with unknown numbers p, q.

  In the display correction process, the display correction unit performs transaction count target c stored in the target storage unit, gross profit target a, win rate target x, profit / loss ratio target y, profit target p, Forehead target q is displayed, and the user is prompted to correct any target.

further,
In the initial value setting process, the initial value setting unit includes the following simultaneous equations:
a = cxp-c (1-x) q;
p = yq
To find unknowns p and q,

  Furthermore, in the profit / loss ratio calculation process, the profit / loss ratio calculation unit calculates the profit / loss ratio by calculating the sum of the profit / loss values for the history where the calculated profit / loss value is positive and the profit / loss value for the history where the calculated profit / loss ratio is negative. Calculate from the absolute value of the sum.

Furthermore, the investment target processing apparatus includes an update unit, and in the update process, the update unit stores the target corrected by the user in the target storage unit,
(A) If the revised target is the number-of-transactions target c, the gross profit target a, the winning percentage target x, or the profit / loss ratio target y, c, a, x, and y are known in the simultaneous equations P, q obtained by solving p and q as unknowns, and storing them in the target storage unit as the profit target p and the loss target q,
(B) If the revised target is the loss target q, then p, y obtained by solving c, a, x, q as known numbers and p, y as unknown numbers in the simultaneous equations The profit amount target p and the profit / loss ratio target y are stored in the target storage unit, and the target is displayed on the display correction unit.

  Furthermore, a program according to another aspect of the present invention configures a computer to function as the above investment target processing apparatus. A program according to another aspect of the present invention is configured to cause a computer to execute the above investment target processing method.

  The program of the present invention can be recorded on a computer-readable information recording medium such as a compact disk, flexible disk, hard disk, magneto-optical disk, digital video disk, magnetic tape, and semiconductor memory. The above program can be distributed and sold via a computer communication network independently of the computer on which the program is executed. The information recording medium can be distributed and sold independently of the computer.

  According to the present invention, it is possible to provide an investment target processing apparatus, an investment target processing method, and a program for efficiently obtaining a guideline value for obtaining a target profit with a small amount of calculation resources in stock investment. .

  Embodiments of the present invention will be described below. In the following, for ease of understanding, an embodiment in which the present invention is applied to a game device will be described. However, the present invention is similarly applied to information processing devices such as various computers, PDAs, and mobile phones. Can do. That is, the embodiment described below is for explanation, and does not limit the scope of the present invention. Accordingly, those skilled in the art can employ embodiments in which each or all of these elements are replaced with equivalent ones, and these embodiments are also included in the scope of the present invention.

  FIG. 1 is a schematic diagram showing a schematic configuration of a typical game device in which a game terminal according to one embodiment of the present invention is realized. Hereinafter, a description will be given with reference to FIG.

  The game apparatus 100 includes a CPU (Central Processing Unit) 101, a ROM (Read Only Memory) 102, a RAM (Random Access Memory) 103, an interface 104, a controller 105, an external memory 106, an image processing unit 107, A DVD (Digital Versatile Disk) -ROM drive 108, a NIC (Network Interface Card) 109, and an audio processing unit 110.

  When a DVD-ROM storing a game program and data is loaded into the DVD-ROM drive 108 and the game apparatus 100 is turned on, the program is executed and the game terminal of the present embodiment is realized. .

  The CPU 101 controls the overall operation of the game apparatus 100 and is connected to each component to exchange control signals and data.

The ROM 102 stores an IPL (Iintial Program Loader) that is executed immediately after the power is turned on. When the CPU 101 executes this IPL, the program recorded on the DVD-ROM is read out to the RAM 103, and execution by the CPU 101 is started.
The ROM 102 stores an operating system program and various data necessary for operation control of the entire game apparatus 100.

  The RAM 103 is for temporarily storing data and programs, and holds programs and data read from the DVD-ROM, other data necessary for game progress and chat communication, and the like.

  The controller 105 connected via the interface 104 receives an operation input performed when the user executes the game.

  For example, chat communication log data is rewritably stored in the external memory 106 detachably connected via the interface 104. The user can store these data in the external memory 106 as appropriate by inputting an instruction via the controller 105.

  The DVD-ROM mounted on the DVD-ROM drive 108 stores a program for realizing the game and image data and audio data associated with the game as described above. Under the control of the CPU 101, the DVD-ROM drive 108 performs a reading process on the DVD-ROM loaded therein, reads necessary programs and data, and these are temporarily stored in the RAM 103 or the like.

  The image processing unit 107 processes image data read from the DVD-ROM or the like by the CPU 101 or an image arithmetic processor (not shown) provided in the image processing unit 107, and then processes the processed image data in the frame memory provided in the image processing unit 107. (Not shown). The image information recorded in the frame memory is converted into a video signal at a predetermined synchronization timing and output to a monitor (not shown) connected to the image processing unit 107. Thereby, various image displays are possible.

  The image calculation processor can execute a two-dimensional image overlay calculation, a transmission calculation such as α blending, and various saturation calculations at high speed.

  In addition, the polygon information arranged in the virtual three-dimensional space and added with various kinds of texture information is rendered by the Z buffer method, and a rendered image is obtained by overlooking the polygon arranged in the virtual three-dimensional space from a predetermined viewpoint position. High speed execution of the obtained operation is also possible.

  Furthermore, by the coordinated operation of the CPU 101 and the image arithmetic processor, it is possible to draw a character string as a two-dimensional image on the frame memory or draw it on the surface of each polygon according to font information that defines the character shape. . The font information is recorded in the ROM 102, but it is also possible to use dedicated font information recorded in the DVD-ROM.

  The NIC 109 is for connecting the game apparatus 100 to a computer communication network (not shown) such as the Internet. The NIC 109 is based on, for example, a 10BASE-T / 100BASE-T standard used when configuring a LAN (Local Area Network), an analog modem for connecting to the Internet using a telephone line, or an ISDN (Integrated Services Digital). A network (Modem) modem, an ADSL (Asymmetric Digital Subscriber Line) modem, a cable modem for connecting to the Internet using a cable television line, and an interface (not shown) that mediates between these and the CPU 101.

  The current date and time information can be obtained by connecting to an SNTP server in the Internet via the NIC 109 and acquiring information therefrom. In addition, various network game server devices may be configured and configured to perform the same functions as the SNTP server.

  The audio processing unit 110 converts audio data read from the DVD-ROM into an analog audio signal and outputs the analog audio signal from a speaker (not shown) connected thereto. In addition, under the control of the CPU 101, sound effects and music data to be generated during the progress of the game are generated, and the corresponding sound is output from the speaker.

  In addition, the game apparatus 100 may be configured to perform the same function as a DVD-ROM or the like mounted on the ROM 102, the RAM 103, and the DVD-ROM drive 108 using a large-capacity external storage device such as a hard disk.

  The investment target processing device and the stock training system to which the investment target processing device is applied are realized on the game device 100 or a portable game device, but can also be realized on a general computer. Similar to the game apparatus 100, a general computer includes a CPU, RAM, ROM, DVD-ROM drive, and NIC, an image processing unit having functions simpler than the game apparatus 100, and external storage. In addition to having a hard disk as a device, a flexible disk, a magneto-optical disk, a magnetic tape, and the like can be used. In addition, a keyboard, a mouse or the like is used as an input device instead of a controller.

  In network games, a general computer is often used instead of a dedicated game machine. Therefore, hereinafter, unless otherwise noted, the investment target processing device and the stock training system will also be described using the game device 100 shown in FIG. The investment target processing apparatus and the stock training system can be appropriately replaced with general computer elements as necessary, and these embodiments are also included in the scope of the present invention.

  Next, in order to facilitate understanding, a stock training system to which the present invention is applied will be briefly described.

  This stock training system allows the user to set stock selling points (scheduled sale time and expected stock price at that time) for each transaction performed by the user, and compare it with the actual stock price at the scheduled sale time. Evaluate transaction details. The user develops the sense of stock trading by conducting the following transaction with reference to the evaluation from the stock training system.

  Here, in the stock training system, one transaction is a process from purchasing one brand to selling it. And in order to make an understanding easy, about the stock of the same brand, after selling all the stocks purchased, it explains as what starts the next transaction.

  Note that the stock training system to which the present invention is applied may evaluate the result of a fictitious stock transaction performed by the user, or may evaluate the result of the stock transaction actually performed by the user. Good.

(Applicable system user interface)
Next, the user interface of the stock training system, that is, the flow of interaction between the system and the user is shown.
As shown in FIG. 2, this training system is the first time that stock trading is the first time, so even an amateur who does not know what and how to decide can start stock trading. An inquiry is made with respect to this (step S101). And based on the inquiry result, the target value in the case of stock trading is set (step S102). The user trades stocks with reference to the target value (step S103). The training system periodically diagnoses the transaction result (step S104). When the transaction period ends, a final diagnosis is performed (step S105), and the training ends.
Details of each step will be described below.

(Interview)
The stock training system displays the inquiry screens of FIGS. 3A to 3C and makes an inquiry to the user.
The user inputs how much (principal), how much (investment period), how much (final target asset) should be increased, and the tradeable frequency in accordance with the instruction on the inquiry screen 1 in FIG. 3A.

  Questionnaire screen 2 (FIG. 3B) displays the profit rate target and the result of calculating the asset status of each year by compound interest calculation based on the principal, investment period, and final target asset entered earlier as a guide. . Similarly, the profit margin target for each month of the first year and the profit target for the first month obtained by compound interest calculation are also displayed.

  The inquiry screen 3 (FIG. 3C) instructs the user to input a trade style. The list of selectable trade styles displayed on the inquiry screen 3 changes according to the result of the tradeable frequency selected by the user in the question (3) regarding the tradeable frequency on the inquiry screen 1 (FIG. 3A). . FIG. 4A shows a correspondence table of trade styles displayed according to the types of tradeable frequencies and the selected tradeable frequencies. According to FIG. 4A, for example, when “tradable about several times a day while doing business” is selected on the inquiry screen 1 as “tradable frequency”, trade styles 1 to 5 are displayed on the inquiry screen 3 (FIG. 3C). And instructing the user to select one.

(Target value setting)
This system calculates the number of transactions, the total profit target, the profit target, the loss target, etc. based on the results of these interviews and the contents of past transactions, and displays a target setting screen as shown in FIG. 3D. On the target setting screen, the user can correct the target value surrounded by the frame. When the target value is corrected, other target values that have not been changed are recalculated.
The meaning of these target values and the method for calculating the target value will be described later in the description of the details of the investment target processing apparatus according to the present invention.

  In FIG. 3D, when a satisfactory target is obtained and the user presses the instruction button to proceed to the next screen, the confirmation screen shown in FIG. 3E is displayed. When the user confirms the content of the confirmation screen and presses the start button, training starts.

(transaction)
When the training is started, the user performs a series of stock transaction processing in which the user buys stocks, sells them after holding them for a certain period in anticipation of a rise in stock prices. As described above, the stock training system compares the selling point predicted by the user (the expected stock price at the scheduled sale time) with the actual stock price at the scheduled sale time, and evaluates the contents of the transaction performed by the user. . Therefore, when purchasing stocks in each transaction, the present system allows the user to set selling points of brands scheduled to be purchased and stores them.

(Set selling points)
However, for beginners who cannot read the chart at all, it is difficult to set selling points (expected stock price at the scheduled sale time). Therefore, in this stock training system, the user can select to automatically set selling points based on the profit amount target temporarily set on the target setting screen in FIG. 3D and the provisional transaction period target. A point setting screen (see FIG. 3F) is prepared. If the user chooses automatic setting according to the instructions on the selling point setting screen, the transaction period target and profit target for each transaction will be the expected stock price at the scheduled sale time and the scheduled sale time, respectively. From the current point in time, the period after the target trading period is the planned sale date. A loss cut target is automatically set for the loss cut amount (the amount to be sold in order to prevent further losses when the stock price drops).

  On the other hand, if automatic setting is not selected, a screen (not shown) on which selling points can be entered is displayed, and the user draws a future stock price image according to the instructions on this screen, and sell points (and losses). Enter the amount. A user who can read the chart to some extent may input selling points without selecting automatic setting.

(Periodic diagnosis of transactions)
The stock training system periodically displays a diagnosis (evaluation) result of transaction contents as shown in FIG. 3G to the user during training. The portion written in italics is the diagnosis result calculated according to the target set by the user. The diagnosis may be performed at a predetermined timing, for example, once a month. Alternatively, the diagnosis timing may be determined according to the selected trade style. For example, in the case of a trading style in which transactions are performed in units of times per month, when transactions are performed in units of times once a month, they may be performed once a year.

  As shown in FIGS. 3A to 3C, the principal is 1 million yen, the profit target is 2.0% (ie, 2.0% of 1 million yen is 20,000 yen), and the final profit is shown in FIG. 3G. This is an evaluation result assuming that the profit amount of this month was 15,000 yen when the amount target is 10 million yen. In the evaluation result, a comment is displayed according to what percentage of the profit target is achieved. Comments corresponding to the percentage of the profit goal achieved are shown in FIG. 4B. In the example of FIG. 3G, the profit target is 20,000 yen, and the actual profit is 15,000 yen, so the target achievement rate is 75%. Therefore, the comment “Slightly insufficient” is displayed.

  If you want to change the profit target, you can select "Yes" to the question "Do you want to modify the target?" Then, the stock training system returns to the inquiry step.

  In the periodic diagnosis, as shown in FIG. 3H, evaluations for individual transactions are also displayed. In FIG. 3H, a list of transactions that can be evaluated is selectably displayed on the screen, prompting the user to select. Since the actual stock price is determined only after the scheduled sale time, the valuable transaction is not displayed unless the scheduled sale time has passed.

When the user selects one of the displayed transactions, a diagnosis result regarding the transaction is displayed. As the diagnosis result, a comment and the cumulative number of transactions of similar transactions (that is, transactions belonging to the same area in the following “evaluation regarding individual transactions”) are displayed.
Next, a method for evaluating each individual transaction will be described.

(Evaluation regarding individual transactions)
The timing of sale is important in stock trading. For example, if the stock price falls and the stock price of the stocks that it owns falls too much to sell, the funds are frozen and the investment efficiency is poor. Therefore, as a rule of stock trading, it is desirable not to hold for a long time even if the stock price falls and a large loss occurs. As shown in FIG. 5, the stock training system evaluates transaction contents according to time and stock price movements.

  In FIG. 5, the horizontal axis represents time, and the vertical axis represents the stock price per stock of a certain brand with respect to time. The origin is the stock price at the expected time (purchase time), time T1 is the planned stock sale timing, point P1 is the expected stock price V1 at time T1, and point P2 is the actual stock price V2 at time T1. Here, the stock sale scheduled time T1 and the expected stock price V1 are selling points set by the user himself or automatically set based on the profit target and the sale scheduled time calculated from the inquiry result. The break-even amount L1 is a minimum amount that does not cause a loss even if the transaction fee is deducted (that is, an amount obtained by adding a fee to the stock price at the time of forecast).

  As shown in FIG. 5, the stock training system classifies stock price movements with respect to time on the basis of the above-mentioned predicted stock price V1, break-even amount L1, planned stock sale timing T1, and the like. Transactions are evaluated by A, B, C from above depending on the area in which the transaction occurred. The evaluation stage may be other than A, B, and C. In addition to the evaluation, the transaction result is accompanied by a comment indicating the reason for the evaluation and advice.

FIG. 5 shows an example of evaluation when the target stock price is higher than the actual stock price (that is, when V2> V1 at T1).
At this time, the area A1 corresponds to the case where the stock price is equal to or higher than the target stock price V1 before the stock sale scheduled time T1 is reached and the stock is sold. If the stock is sold in the area A1, the profit is more than expected within the period, so the evaluation is A.

  The area A2 corresponds to a case where the stock is sold when the stock price becomes equal to or higher than the expected stock price V1 after the stock sale scheduled time T1 has passed. Although the stock sale schedule time T1 has been exceeded, since the stock could be sold at an amount higher than the target stock price V1, the evaluation is A as in the area A1.

Region A3 corresponds to the case where the stock price is greater than or equal to the break-even amount and less than the target stock price before the scheduled sale time T1. If the stock is sold in the area A3, the stock price does not reach the assumed amount, but a profit is obtained. Therefore, the evaluation is A. However, it is urgent to sell the stock price even before the stock sale schedule time T1, even though the stock price has not reached the target stock price. Therefore, when the stock is sold in the area A4, the evaluation is B.
The area A4 may be set to a predetermined range or less, for example, a period less than half of the stock sale scheduled time T1 and a stock price less than half of the target stock price V1.

  If the stock is sold in the region A5, that is, the stock price is in the region where the stock price is greater than or equal to the break-even amount and less than the target stock price after the scheduled stock sale time T1, it means that the stock has been missed. This is because, although the profit exceeding the target was generated at the planned sale time T1, the sale was not performed at that time and the sale was made after the stock price dropped. Therefore, the evaluation is B.

  The area A6 corresponds to the case where the stock is sold at a stock price equal to or lower than the breakeven point L1 before the stock sale scheduled time T1 elapses. Considering the fact that “withdrawal”, which is generally not good for human beings, has been made within the provisional loss amount that was provisionally set on the target setting screen, the evaluation is B. On the other hand, if the share price is sold below the loss cut amount before the scheduled sale time T1 has passed (area A7), the evaluation is C, assuming that “withdrawal” has not been made.

The area A8 corresponds to the case where the stock is sold at a stock price equal to or lower than the breakeven point L1 after the stock sale scheduled time T1. Even though the stock price has risen above the target stock price at the scheduled sale time T1, the stock has been held and a loss has been made, so the evaluation is C.
Furthermore, if the stock price falls below the loss cut amount after the scheduled sale time T1 has passed (area A9), it is because “it has not been withdrawn” and the stock has been held more than necessary. Evaluation is C.

  FIG. 5 shows an evaluation classification method when the actual stock price V2 is equal to or higher than the target stock price V1. In addition, in the training system, when the actual stock price V2 is less than the target stock price V1, and when the actual stock price V2 is less than the break-even amount L1, the target stock price V1 is similar to FIG. Then, the movement of the stock price is classified and evaluated based on the actual stock price V2, the break-even amount L1, and the scheduled sale time T1. The concept is the same as in FIG.

(Final evaluation)
The stock training system displays a final evaluation after a predetermined period (for example, one year). An example of the final evaluation is shown in FIG. 3I. The part written in italics is the result calculated by the system, and the profit amount for one year, the achievement rate of the profit amount compared with the target amount, etc. are displayed.
In addition, you may change the timing which performs final evaluation according to transaction style (short term, medium term, long term transaction).

  The user interface of the stock training system to which the present invention is applied has been described above. As described above, the stock training system can be realized by the game device 100. The operation of inputting the above-described instructions and data to the stock training system by the user is performed using the controller 105. Various screen data of the training system is output to the monitor by the image processing unit 107. These various screen data, a program for causing the game apparatus 100 to function as a stock training system, and various data used by the program are stored in an external storage device. The calculation of various targets is performed by the CPU 101.

  In the above, for stocks of the same brand, it was explained that all the purchased stocks were sold and then the next transaction started, but usually one part is sold or the same brand is additionally purchased. Often occurs. When evaluating such a transaction with this training system, the following transaction may be handled as if all transactions were sold.

  For example, assume that 100 shares of the same brand are purchased, 80 shares are sold, and then 30 shares are purchased. In this case, the sale of 80 shares may be treated as having newly purchased 20 shares after selling all 100 shares originally purchased. Further, when 30 shares are purchased next time, 20 shares that have been purchased may be sold and 50 shares may be newly purchased.

(Outline configuration of investment target processing equipment)
Next, the investment target processing apparatus according to the present invention, which is a part having a function of calculating various target values that the user is satisfied from the inquiry result in the stock training system having the user interface as described above, will be described.

  FIG. 6 is a schematic diagram showing a schematic configuration of the investment target processing apparatus according to the present embodiment. As shown in FIG. 6, the investment target processing apparatus 200 includes a number-of-times profit calculation unit 201, a history storage unit 202, a profit / loss value calculation unit 203, a win rate calculation unit 204, a profit / loss ratio calculation unit 205, and an initial value setting unit 206. , A target storage unit 207, a display correction unit 208, and an update unit 209.

  In the investment target processing apparatus 200, the CPU 101 includes a number-of-times profit calculation unit 201, a profit / loss calculation unit 203, a win rate calculation unit 204, a profit / loss ratio calculation unit 205, an initial value setting unit 206, a display correction unit 208, and an update It functions as the unit 209. Further, the external memory 106 or the external storage device functions as the history storage unit 202 and the target storage unit 207. The RAM may function as the history storage unit 202 and the target storage unit 207.

  Earnings profit calculation unit 201 performs the future as a result of answering the questions of FIGS. 3A to 3C, that is, by how much and how much to increase the number of cash and in what trading style as input from the stock training system in the future The number of transactions is determined, and the total profit amount is calculated based on the number of transactions. Here, the total profit amount is a profit amount to be acquired as a result of performing the determined number of transactions.

  The history storage unit 202 associates the number of stocks traded, purchase date, sale date, purchase price, sale price, commission, unit stock price, etc. (hereinafter referred to as transaction history information) for each of the transactions that have been made in the past. To remember. FIG. 7 shows a data configuration example of the history storage unit 202. Each transaction history information may be input by the user directly to the system after the start and end of each transaction, or may be transmitted from an external system that places a stock trading order.

  The profit / loss value calculation unit 203 calculates a profit / loss value for each transaction stored in the history storage unit 202 by subtracting the purchase price and the fee stored in association with the selling price. The winning percentage calculation unit 204, for all transactions stored in the history storage unit 202, out of the profit / loss values calculated by the profit / loss value calculation unit 203, the number of transactions for which a positive profit / loss value was obtained, and the negative profit The ratio with the number of transactions for which loss values were obtained is calculated, and the winning rate of the past transaction is calculated.

  The profit / loss ratio calculation unit 205 sums up all transactions stored in the history storage unit 202 for transactions that yield positive profit / loss values and transactions that yield negative profit / loss values. A certain profit / loss ratio is calculated. The target storage unit 207 includes a future transaction number target, a total profit target to be obtained by performing the number of transactions, a win rate target for the future transaction, a profit / loss ratio target for the future transaction, The profit amount target in each transaction of the future transaction and the loss target in each transaction of the future transaction are stored.

  The initial value setting unit 206 includes the values calculated by the number-of-times profit calculation unit 201, the winning percentage calculation unit 204, and the profit / loss ratio calculation unit 205, and the profit target and loss target calculated based on these values. Initial values of various target values are set in the target storage unit 207.

  The display correction unit 208 includes various targets stored in the target storage unit 205, and controls to generate screen data that prompts the user to correct the target and display the screen data on the monitor. The update unit 209 recalculates another target value that is affected by the target value corrected by the user. Then, the target storage unit 207 is updated with the corrected target value and the recalculated target value as new targets.

(Processing of investment target processing equipment)
The operation of the investment target processing apparatus 200 having the above configuration will be described below.
As described above, in the stock training system, the investment target processing apparatus 200 is a part having a function of calculating various target values that the user is satisfied from the inquiry result. Hereinafter, the operation of the investment target processing apparatus 200 until the target value that the user is satisfied based on the inquiry result input by the user will be described with reference to FIG.

  The investment target processing device 200 has a table of the number of transactions corresponding to the trade style (FIG. 10: the number of transactions table 400) in the external storage device or the like, and the number-of-times profit calculation unit 201 stores the trade style selected by the user. As input, first, the corresponding transaction count and the transaction count setting period (that is, how long the transaction count is executed) are acquired (step S201). FIG. 4B shows a configuration example of the transaction count table 400. According to the number-of-transactions table 400, for example, when the trade style (2) “short-term trade that completes a transaction within one to three days once per day” is selected, the number of transactions is “10 The transaction number setting period is “one month”.

Next, the number-of-times profit calculation unit 201 calculates the total profit amount to be obtained after the number-of-transactions setting period with the determined number-of-transactions setting period and the inquiry result by the user as inputs (step S202). Hereinafter, a case where the user makes an answer with the contents shown in FIGS. 3A to 3C will be described as an example. In this case, the profit profit calculation unit 201 uses the following compound interest calculation formula with 1 million yen as the principal x, 10 years as the transaction period d, and 10 million yen as the final profit target z:
z = x (1 + r) ^ d
First, the annual profit rate target r is calculated. From the above formula,
10 million = 1 million * (1 + r) ^ 10
Therefore, the annual profit margin target r is 26%. Therefore, it turns out that he wants to increase assets to 1.26 million yen in the first year.

  From here, the profit-of-times calculating part 201 calculates | requires the profit-rate target for every transaction frequency setting period (January) obtained by step S201. That is, the profit rate target r in the above equation is obtained with 12 months as the transaction period d, 1 million yen as principal x, and 1.26 million yen as final profit target z. As a result, the profit rate target for each month is calculated as 2%, and the profit target for the first month for the transaction number setting period (hereinafter referred to as total profit amount) is calculated as 20,000 yen.

  Next, the profit / loss value calculation unit 203 acquires past transaction results from the transaction history information stored in the history storage unit 202, and calculates profit / loss values (step S203). The profit or loss value is a value obtained by subtracting the purchase price and the fee from the selling price. Then, when the profit / loss value is calculated, based on this, the win rate calculation unit 204 and the profit / loss ratio calculation unit 205 calculate the win rate and the profit / loss ratio, respectively (steps S204 and S205).

  The win rate is the number of “wins” with respect to the sum of the number of “wins” and “loss”. At this time, if a positive profit or loss value was obtained in one transaction (when profits greater than the break-even amount (fee) were obtained), the result was a “win” and a negative profit or loss value was issued. In this case, it will be “lost” once.

  At this time, a plurality of ways of thinking as winning ratios are possible depending on how to handle the number of draws (that is, the number of transactions where the profit / loss value is 0 and neither profit nor loss occurs). In this embodiment, for the draw, the win rate is calculated without including either the “win” number or the “losing” number, but this does not take into account the draw transaction. It can be considered that the distribution is made according to the ratio of the “number” and the “losing” number. Alternatively, the draw may be considered as a negative transaction, and the number of draws may be added to the number of lost transactions. Conversely, a draw may be considered a winning transaction and added to the winning argument.

  On the other hand, the profit / loss ratio is the ratio between the profit when a profit equal to or greater than the break-even amount (fee) is paid and the loss when profit is not obtained. In other words, the profit / loss ratio may be obtained by summing up the past positive profit / loss values and negative profit / loss values. In the present embodiment, as a total method, the profit / loss ratio calculation unit 205 obtains the sum of positive profit / loss values and the absolute value of the sum of negative profit / loss values. Then, the ratio of these total results is used as the profit / loss ratio.

  The profit / loss ratio is obtained by taking as an example a case where there is a transaction history in which profit / loss values as shown in FIG. 9 are obtained. Transactions 1 and 3 have positive profit and loss values of 8000 yen and 2000 yen, respectively (ie gained), and transactions 2 and 4 have negative profit and loss values of -4000 yen and -1000 yen, respectively. Is obtained (that is, a loss has occurred). At this time, the profit / loss ratio calculation unit 205 calculates the ratio between the sum of positive profit / loss values (8000 + 2000 = 10000) and the absolute value of the sum of negative profit / loss values (| −4000−1000 | = 5000), The profit / loss ratio is 2: 1.

  In order to provide an easy-to-understand guideline for the user, the profit / loss ratio calculation unit 205 makes the absolute value of the sum of positive profit / loss values and the sum of negative profit / loss values an integer of one digit as much as possible. Approximate as follows. At this time, the profit side is rounded up and the loss side is rounded down.

  In addition to the above, as an aggregate method of the positive profit loss value and the negative profit loss value, an average value of the positive profit loss value and an absolute value of the average of the negative profit loss value may be obtained. The ratio of these average values may be used as the profit / loss ratio. Alternatively, other aggregation methods may be used. In short, it should be aggregated in a way that reflects the nature of the positive and negative gains and losses in all transactions.

  However, it is necessary to match the calculation method with the idea of winning percentage calculation. For example, when the win rate calculation unit 204 calculates the win rate, it is assumed that the average value is used as the total method when the draw is handled as a losing transaction. In this case, as a total method of “losing amount”, it is necessary to calculate the average value by adding the number of draw transactions to the number of losing transactions and dividing the total of “losing amount”.

  In the present embodiment, when the investment target processing apparatus 200 calculates a target based on the inquiry result, all profit and loss values are obtained every time. However, profit and loss values do not change once the transaction is finalized. Therefore, the profit / loss value relating to the transaction may be calculated at the timing when the transaction history is newly stored in the history storage unit 202, and the total profit / loss value of the past transaction may be stored in the storage device. The calculation that requires the profit / loss value may be performed by acquiring the profit / loss value in the past transaction from the storage device.

  The profit / loss value need not be calculated at the timing when the investment target processing apparatus 200 calculates various target values based on the inquiry result. Since the winning percentage and profit / loss ratio do not change unless the new transaction history increases, the win rate and profit / loss ratio may be calculated at the timing when the transaction history is newly stored in the history storage unit 202.

  If the transaction history is not yet stored in the history storage unit 202, use a predetermined winning rate or profit / loss ratio (for example, the winning ratio is 0.5 and the profit / loss ratio is 2), or training is performed. When the trial mode is prepared, the transaction result at that time may be used.

When the winning rate and profit / loss ratio are obtained, the initial value setting unit 206 next acquires or calculates a target value to be displayed on the target setting screen shown in FIG. 3D (step S206).
The initial value setting unit 206 acquires the number of transactions and the total profit amount from the number-of-times profit calculation unit 201, the win rate from the win rate calculation unit 204, and the profit / loss ratio from the profit / loss ratio calculation unit. The transaction period (scheduled sale time) of one transaction is acquired from the transaction count table 400 based on the input trade style. And these profit amount target and loss target are the number of transactions, the total profit amount, the winning rate, and the profit / loss ratio, respectively, the transaction number target c, the total profit target a, the winning rate. As target x and profit / loss ratio target y, the following simultaneous equations 300
a = cxp-c (1-x) q
p = yq
By solving, the profit target p and the loss cut target q of each transaction, which are unknown numbers, are obtained. In the above equation 300, the profit / loss ratio target y uses a value obtained by dividing the profit side by the loss side (gain side / loss side).

  From the results of the interviews shown in FIGS. 3A to 3C, a = 20,000 yen, c = 10 times, winning rate = 0.5, profit / loss ratio = 2 (that means profit / loss ratio, 2: 1) Solving Equation 300 gives 8,000 yen as the profit target p for one transaction and -4000 yen as the loss target q.

  When the initial value of the target value is calculated, the initial value setting unit 206 stores these initial values in association with each other in the target storage unit 207 (step S207). The display correction unit 208 acquires each target value stored in the target storage unit 207, generates screen data as shown in FIG. 3D, and controls the screen data to be displayed on the monitor (step S208).

  As described in the explanation part of the user interface of the stock training system, on the target setting screen shown in FIG. 3D, the user can correct the target value surrounded by a frame. When the user operates the controller 105 to correct the target value (step S209; YES), the update unit 209 receives the correction and updates other target values so that the simultaneous equations 300 are established (step S210). .

  For example, when any one of the transaction frequency target c, the total profit target a, the win rate target x, and the profit / loss ratio target y is corrected, the update unit 209 sets c, a, x, and y as known numbers, The amount target p and the loss cut amount target q are obtained.

On the other hand, when the loss target q is corrected on the target setting screen, the update unit 209 obtains p and y by using c, a, x, and q as known numbers. Subsequently, the updating unit 209 rounds up the profit side and rounds down the loss side so that the profit side and the loss side of the obtained profit / loss ratio are approximated to a single-digit integer. Then, the profit amount target p and the loss target q are obtained again with c, a, x, and y as known numbers.
The display correction unit 208 controls to display a message indicating that a loss cut amount of 0 yen or more cannot be set when the loss cut amount is set to 0 yen or more.

  Finally, the update unit 209 updates the target value in the target storage unit 207 using the corrected target value and the target value newly recalculated as described above as the new target value.

  When the target storage unit 207 is updated, the process returns to step S207. The display correction unit 208 acquires each target value updated in the target storage unit 207, generates screen data including the target value, and controls to display the screen data on the monitor. The user repeats the above steps S207 to S210 until the target value is satisfied (step S209; NO).

  When the user inputs an instruction to start training according to the instruction on the confirmation screen, the training is started. The stock training system reads various target values stored in the target storage unit 207 as needed, and performs the above-described regular evaluation and final evaluation of the transaction.

It is a mimetic diagram showing the outline composition of the typical game device in which the game terminal etc. concerning an embodiment of the invention are realized. It is a flow figure of the exchange with the user in the stock training system to which the investment target processing device concerning this embodiment is applied. It is an example of the inquiry screen which a stock training system displays. It is an example of the inquiry screen which a stock training system displays. It is an example of the inquiry screen which a stock training system displays. It is an example of the target setting screen which a stock training system displays. It is an example of the confirmation screen which a stock training system displays. It is an example of the selling point setting screen which a stock training system displays. It is an example of the periodic diagnosis screen which a stock training system displays. It is an example of the periodic diagnosis screen which a stock training system displays. It is an example of the last diagnostic screen which a stock training system displays. It is a table | surface which shows the trade style which can be selected with respect to the frequency which can be traded. It is a table | surface which shows the kind of comment at the time of a periodic diagnosis. It is a figure which shows the kind of comment which a stock training system displays with respect to each transaction at the time of a periodic diagnosis. It is a schematic diagram which shows the general | schematic structure of the investment target processing apparatus which concerns on this Embodiment. It is a figure which shows the data structural example of a log | history memory | storage part. It is a flowchart which shows the flow of a process of an investment target processing apparatus. It is a figure which shows the example of the profit / loss value with respect to transaction. It is a figure which shows the structural example of a transaction frequency table.

Explanation of symbols

100 game machine 101 CPU
102 ROM
103 RAM
104 Interface 105 Controller 106 External Memory 107 Image Processing Unit 108 DVD-ROM Drive 109 NIC
DESCRIPTION OF SYMBOLS 110 Audio | voice processing part 200 Investment target processing apparatus 201 Time profit calculation part 202 History storage part 203 Profit / loss value calculation part 204 Win rate calculation part 205 Profit / loss ratio calculation part 206 Initial value setting part 207 Target storage part 208 Display correction part 209 Update part

Claims (10)

A profit calculation unit that calculates the number of future transactions and the total profit to be obtained from the future transactions based on information input from the user,
For each past transaction, a history storage unit that stores a history including the purchase price, the selling price, and the fee required for the transaction,
For each of the stored histories, a profit / loss value calculation unit for calculating a profit / loss value obtained by subtracting the purchase price and the fee from the selling price;
Among the stored histories, a winning percentage calculation unit that calculates a winning percentage of past transactions from the number of histories in which the calculated profit / loss value is positive and the number of histories that are negative.
Of the stored history, the profit / loss ratio of the past transaction is calculated from the profit / loss value of the history where the calculated profit / loss value is positive and the absolute value of the profit / loss value of the history which is negative. Profit / loss ratio calculation department,
Future transaction number target c, gross profit target a to be obtained from the future transaction, winning rate target x of the future transaction, profit / loss ratio target y of the future transaction, and future transaction A target storage unit that stores a profit target p in and a loss target q in each future transaction;
The calculated number of transactions as an initial value of the transaction number target c, the calculated total profit amount as an initial value of the total profit amount target a, and the calculated win rate as an initial value of the win rate target x The calculated profit / loss ratio is set as an initial value of the profit / loss ratio target y, respectively, c, a, x, y stored in the target storage unit are known numbers, and p, q are unknown numbers. P and q obtained by solving the predetermined simultaneous equations to be stored in the target storage unit as initial values of the profit target p and the loss target q, respectively,
Display the number of transactions target c stored in the target storage unit, the total profit target a, the win rate target x, the profit / loss ratio target y, the profit target p, and the loss target q. A display correction unit that prompts the user to correct any of the targets;
With
The profit / loss ratio calculation unit is configured to calculate the profit / loss ratio from the sum of the profit / loss values of the history in which the calculated profit / loss value is positive and the absolute value of the sum of the profit / loss values in the history of negative. An investment target processing device characterized by calculating. The investment target processing apparatus according to claim 1,
The initial value setting unit includes the following simultaneous equations:
a = cxp-c (1-x) q;
p = yq
To find unknowns p and q,
An investment target processing apparatus characterized by that. The investment target processing apparatus according to claim 1,
The target corrected by the user is stored in the target storage unit,
(A) If the revised target is the number-of-transactions target c, the gross profit target a, the winning percentage target x, or the profit / loss ratio target y, c, a, x, and y are known in the simultaneous equations And p, q obtained by solving p, q as unknowns, as the profit target p and the loss target q, stored in the target storage unit,
(B) If the revised target is the loss target q, then p, y obtained by solving c, a, x, q as known numbers and p, y as unknown numbers in the simultaneous equations , The profit target p and the profit / loss ratio target y are stored in the target storage unit,
The display correction unit includes an updating unit that displays the target.
An investment target processing apparatus characterized by that. The investment target processing apparatus according to claim 1,
In the profit / loss ratio calculation unit, the profit / loss ratio is calculated as follows: `` A sum of profit and loss values of history where the calculated profit and loss value is positive, and an absolute value of the sum of profit and loss values of history that is negative; Instead of calculating from "the average of historical profit and loss values with positive calculated profit and loss values and the average of historical profit and loss values with negative calculated profit and loss values". An investment target processing device characterized by calculating from a value. An investment comprising a profit profit calculation unit, a history storage unit, a profit / loss value calculation unit, a win rate calculation unit, a profit / loss ratio calculation unit, an initial value setting unit, a target storage unit, and a display correction unit A method for controlling a target processing device, comprising:
The number-of-times profit calculation unit calculates the number of future transactions based on the information input from the user and the total profit amount to be obtained by the future transactions,
A history storage step in which the history storage unit stores a history including a purchase price, a selling price, and a fee required for the transaction for each past transaction,
A profit / loss value calculation step in which the profit / loss value calculation unit calculates a profit / loss value obtained by subtracting the purchase price and the fee from the selling price for each of the stored histories;
The winning percentage calculation unit calculates a winning percentage of a past transaction from the number of histories in which the calculated profit / loss value is positive and the number of histories that are negative among the stored histories. Process,
The profit / loss ratio calculation unit, from the stored history, the profit / loss value of the history where the calculated profit / loss value is positive, and the absolute value of the profit / loss value of the history which is negative, from the past Profit / loss ratio calculation process for calculating profit / loss ratio of
The target storage unit includes a future transaction frequency target c, a total profit target a to be obtained by the future transaction, a win rate target x of the future transaction, a profit / loss ratio target y of the future transaction, A target storage step for storing a profit amount target p for each of the future transactions and a loss target q for each of the future transactions;
The initial value setting unit uses the calculated number of transactions as an initial value of the transaction number target c, the calculated total profit amount as an initial value of the total profit amount target a, and the calculated win rate as the initial value. As the initial value of the winning rate target x, the calculated profit / loss ratio is set as the initial value of the profit / loss ratio target y, respectively, and c, a, x, y stored in the target storage unit are known numbers. , P, q obtained by solving a predetermined simultaneous equation with unknowns as initial values of profit target p and loss target q as initial values to be stored in the target storage unit, respectively Process,
The display correction unit stores the transaction frequency target c, the gross profit target a, the win rate target x, the profit / loss ratio target y, the profit target p, and the loss target q stored in the target storage unit. And a display correction process for prompting the user to correct any of the targets,
With
In the profit / loss ratio calculation step, the profit / loss ratio calculation unit calculates the profit / loss ratio as the sum of the profit / loss values of the history in which the calculated profit / loss value is positive and the profit / loss in the history of negative. A method for controlling an investment target processing apparatus, characterized in that calculation is made from an absolute value of a sum of values. A method for controlling an investment target processing apparatus according to claim 5, comprising:
The initial value setting unit, in the initial value setting step, the following simultaneous equations,
a = cxp-c (1-x) q;
p = yq
To find unknowns p and q,
A control method for an investment target processing apparatus. A method for controlling an investment target processing apparatus according to claim 5, comprising:
The investment target processing apparatus further includes an updating unit,
The update unit stores the target corrected by the user in the target storage unit,
(A) When the revised target is the number-of-transactions target c, the gross profit target a, the winning percentage target x, or the profit / loss ratio target y, c, a, x, y are known in the simultaneous equations P, q obtained by solving p, q as unknowns, as the profit target p and the loss target q, and stored in the target storage unit,
(B) If the revised target is the loss target q, then p, y obtained by solving c, a, x, q as known numbers and p, y as unknown numbers in the simultaneous equations , The profit target p and the profit / loss ratio target y are stored in the target storage unit,
An update step of displaying the target on the display correction unit,
A control method for an investment target processing apparatus. Computer
A profit calculation unit that calculates the number of future transactions and the total profit to be obtained from the future transactions based on information input from the user,
For each past transaction, a history storage unit that stores a history including the purchase price, the selling price, and the fee required for the transaction,
For each of the stored histories, a profit / loss value calculation unit for calculating a profit / loss value obtained by subtracting the purchase price and the fee from the selling price;
Among the stored histories, a winning percentage calculation unit that calculates a winning percentage of past transactions from the number of histories in which the calculated profit / loss value is positive and the number of histories that are negative.
Of the stored history, the profit / loss ratio of the past transaction is calculated from the profit / loss value of the history where the calculated profit / loss value is positive and the absolute value of the profit / loss value of the history which is negative. Profit / loss ratio calculation department,
Future transaction number target c, gross profit target a to be obtained from the future transaction, winning rate target x of the future transaction, profit / loss ratio target y of the future transaction, and future transaction A target storage unit for storing a profit amount target p at and a loss target q for each future transaction;
The calculated number of transactions as an initial value of the transaction number target c, the calculated total profit amount as an initial value of the total profit amount target a, and the calculated win rate as an initial value of the win rate target x The calculated profit / loss ratio is set as an initial value of the profit / loss ratio target y, respectively, c, a, x, y stored in the target storage unit are known numbers, and p, q are unknown numbers. P and q obtained by solving the predetermined simultaneous equations to be stored in the target storage unit as initial values of the profit target p and the loss target q, respectively,
Display the number of transactions target c stored in the target storage unit, the total profit target a, the win rate target x, the profit / loss ratio target y, the profit target p, and the loss target q. A display correction unit that prompts the user to correct any of the targets;
Function as
The profit / loss ratio calculation so as to calculate the profit / loss ratio from the sum of history profit / loss values with positive calculated profit / loss values and the absolute value of the sum of profit / loss values with negative history Make the part work,
A program characterized by that. The program according to claim 8, wherein
The initial value setting unit, the following simultaneous equations,
a = cxp-c (1-x) q;
p = yq
To find unknowns p and q,
A program characterized by functioning as follows. The program according to claim 8, wherein
Computer
The target corrected by the user is stored in the target storage unit,
(A) If the revised target is the number-of-transactions target c, the gross profit target a, the winning percentage target x, or the profit / loss ratio target y, c, a, x, y in the predetermined simultaneous equations P, q obtained by solving p and q as unknowns, as the profit amount target p and the loss target q, stored in the target storage unit,
(B) If the revised target is the loss target q, then p, y obtained by solving c, a, x, q as known numbers and p, y as unknown numbers in the simultaneous equations , The profit target p and the profit / loss ratio target y are stored in the target storage unit,
An update unit for displaying the target on the display correction unit;
Function as
A program characterized by that.

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