JP6883187B2 - Financial product operation information update processing program, financial product operation information update processing method, financial product operation information distribution server, and financial product operation information distribution method - Google Patents

Description

The present invention relates to a financial product management information update processing program for updating information on financial products such as investment trusts, which is a Web page for posting information on financial products, and a financial product. It relates to an operation information update processing method of a financial product, an operation information distribution server of a financial product that distributes information on an operation record of a financial product, and an operation information distribution method of a financial product.

Investment trusts (funds) that invest and manage funds collected from investors in stocks, bonds, real estate, etc. are widely sold as financial products, but each investment is invested in investment trust management companies. Information such as "plans" and "management reports" that disclose information for investors to make investment decisions, such as trust investment policies, costs borne by investors, past investment performance and most recently incorporated stocks. Is required by law to disclose. In addition to these statutory materials, "monthly reports" and "operation reports" are also published in order to provide investors with more timely information.

Especially for investment trusts sold to individuals, in order to make it easier for investors to view information such as "prospectus", "management report", and "monthly report", investment trust management companies and , It is common to post these documents on the homepages of sales companies such as securities companies that sell investment trusts. FIG. 1 shows an example of the structure of a Web page containing information on investment trusts. The Web page provided for each investment trust brand is based on the latest monthly report and other information. , A chart showing the transition of the standard price, the total amount of net assets, the standard price, etc. in a line graph, the rate of increase / decrease in a predetermined period, and information on the investment performance of the top-ranked stocks, etc. are posted.

In addition, past investment reports and monthly reports have been issued to meet the needs of investors who want to check not only the latest information posted on the Web page but also more detailed information and past information. Links to document files such as reports (PDF files, etc.) are provided, and when the operation to select these links is performed, the corresponding document files such as operation reports and monthly reports issued in the past are opened. In many cases, the Web page is provided.

In the technical field of providing financial information to investors, for transaction information of financial products such as stocks, bonds, and options whose prices fluctuate in real time, a screen that is easy for investors to see, such as price transitions and comparisons with indicators, is generated. Although the inventions related to the technology to be displayed are disclosed (for example, see Patent Document 1), regarding the disclosure of information for financial products such as investment trusts whose investment performance is regularly disclosed, the stocks included in the stocks are disclosed. Although inventions that provide real-time information that reflects fluctuations in market prices to investment management companies and sales companies are disclosed (see, for example, Patent Document 2), investment reports and monthly reports issued in the past, etc. There are no particular inventions that make it easier for investors to view information on past investment performance.

Japanese Unexamined Patent Publication No. 2008-547121 Japanese Unexamined Patent Publication No. 2001-155506

Information on investment performance such as investment reports and monthly reports is generally provided as document files such as PDF on the Internet. Therefore, as explained by exemplifying Fig. 1, investment trusts are currently available. If you want to check information on past operation results such as operation reports and monthly reports issued in the past on the homepages of management companies and sales companies, it is provided on the Web page where the latest operation results etc. are displayed. You must click the link to open a document file such as a PDF. Therefore, on the screen that the investor is browsing, the screen changes from the normal Web page to the page where the document file is opened, or a new tab where the document file is opened appears. The screen does not transition smoothly visually.

In addition, on the Web page that displays the latest investment trust management results, etc., various information such as changes in the standard price, the rate of increase / decrease in a predetermined period, the top stocks to be incorporated, etc. are posted, so to check the whole. Usually requires scrolling pages. Then, as you scroll through the pages, links to previously issued investment reports and monthly reports are likely to be hidden, and if an investor wants to check this information, the page will be displayed again. You will have to scroll through to find the link.

Furthermore, since the links of operational reports and monthly reports issued in the past usually only display the issue date, etc., for example, what happened when the base price plummeted in the past? If an investor wants to confirm information such as what kind of situation the net assets have increased sharply in the past, after confirming the time when there was a change in the chart such as the transition of the base price, You will have to click on links such as monthly reports at that time. As described above, the current disclosure method as shown in FIG. 1 is not very convenient for investors.

The present invention has been made in order to cope with such a problem, and for facilitating investors and the like to easily view information on the management performance of financial products whose management performance is regularly disclosed such as investment trusts. , Update information on operational performance of web pages that post information on financial products Financial product operation information update processing program, financial product operation information update processing method, and financial product distribution information on financial product operation performance The purpose is to provide an operation information distribution server and an operation information distribution method for financial products.

The invention relating to the financial product operation information update processing program for solving the problem according to the present application executes the process of updating the operation performance information on the Web page for posting the information on the financial product whose operation results are regularly disclosed. At least one of the transition of the price of the financial instrument or the transition of the asset balance is shown at a predetermined position on the screen of the Web browser on which the Web page is displayed on a computer connected to the network. A step of outputting a floating menu in which a graph is displayed, a step of identifying a time point corresponding to the selected position when an operation of selecting a position in the graph area of the floating menu is detected, and the finance. A step of transmitting a request in which at least the above-mentioned time point and the identification information of the financial product are set as parameters to a server that distributes information on the operation performance of the product, and a response from the server to the request, the said financial product at the said time point In order to receive the operation record data for displaying the information on the operation record of the above and to update the information on the operation result displayed on the Web page to the information at the time point, the operation result data is displayed on the Web browser. It is a financial product operation information update processing program characterized by loading and executing.

As described above, in the present invention, a floating menu displaying a graph showing changes in the prices of financial products is output on a Web page for posting information on financial products whose operational results are regularly disclosed, and a graph area is displayed. When the operation of selecting one of the above positions is performed, the information on the investment performance displayed on the Web page is updated to the information at the time corresponding to that position, so that the investor or the like who browses the Web page can use it. Even if the page is scrolled, it is possible to always select the time when you want to check the information on the operation results in that state, and it is also possible to display the information at the selected time with a visually smooth movement.

The “financial product whose investment performance is regularly disclosed” in the present invention corresponds to, for example, an investment trust that invests in stocks, bonds, real estate, and the like. The "computer connected to the network" includes not only personal computers but also portable information terminals such as smartphones and tablet computers. The “point in time” determined by the selection of the graph area of the floating menu corresponds, for example, to the specific year and month when the monthly report of the investment trust was disclosed.

Further, the operation information update processing program for financial instruments according to the present invention may also be characterized in that the request is transmitted by asynchronous communication in the step of transmitting the request.

In this way, by sending the request by asynchronous communication, the information about the operation performance is updated to the information at the time of selection without reloading the entire Web page, so visually smooth page transition is realized. To.

Further, the financial product operation information update processing program according to the present invention shows the transition of the price of the financial product on a graph plane in which the time is set on the x-axis and the price is set on the y-axis in the step of outputting the floating menu. The step of outputting a floating menu in which a polygonal line is displayed as a graph and specifying the time point can also be characterized in that the time point set in the parameter is specified from the value of the x-axis of the selected position.

When the operation of moving the cursor on the graph plane is detected, a step of displaying a strip-shaped area having a predetermined width parallel to the y-axis including the position where the cursor is moved on the graph plane is executed. The step of specifying the time point may be characterized in that the same time point is specified in the band-shaped region regardless of which position is selected.

In the step of displaying the strip-shaped area, even when the cursor is moved to a position on the graph plane where the polygonal line is not drawn, the cursor is moved to a predetermined position on the polygonal line included in the strip-shaped region on the polygonal line. It may be characterized in that a predetermined display is performed so that the user can easily recognize the corresponding position.

With such a floating menu, investors, etc. can check the line graph showing the transition of the base price of the investment trust, and if they select any position on the graph plane, they can relate to the investment performance at the time corresponding to that position. Web pages can be updated with information, but a band-shaped area is shown at the position where the cursor is moved, and a large circle or dark coloring is recognized at a predetermined position on the polygonal line included in the band-shaped area. By displaying the information in an easy-to-understand manner, it becomes easier to understand at what point in time the information is updated in the price transition, and the operability of investors and the like is significantly improved.

The present invention can also be specified as a method for updating financial product operation information, which is executed by the financial product operation information update processing program according to the present invention.

The method for updating operational information of a financial product according to the present invention is a method of updating operational information on a web browser on a web browser screen on which a computer connected to a network displays a web page for posting information on financial products whose operational results are regularly disclosed. A step of outputting a floating menu in which a graph showing at least one of the transition of the price of the financial instrument or the transition of the asset balance is displayed at a predetermined position, and the computer in the graph area of the floating menu. When the operation of selecting a position is detected, a step of identifying a time point corresponding to the selected position and at least the time point and the financial instrument are sent to a server on which the computer distributes information on the operation performance of the financial instrument. In addition to the step of transmitting a request in which the identification information of the above is set as a parameter, the computer receives operation record data for displaying information on the operation record of the financial instrument at the time point as a response to the request from the server. The computer is characterized in that it has a step of causing the Web browser to read the operation record data in order to update the information on the operation record displayed on the Web page to the information at the time point. This is a method for updating operational information of financial products.

Further, the financial product operation information update processing method according to the present invention may be specified as a financial product operation information update processing method executed by the financial product operation information update processing program of each aspect described above. it can.

The invention relating to an operation information distribution server for financial products for solving the problem according to the present application is a server that distributes information on operation results of financial products whose operation results are regularly disclosed to client terminals connected by a network. Therefore, a transmission means for transmitting a program for executing a process of updating information on the operation results of a Web page for posting information on the financial product to the client terminal, and at least a predetermined value received from the client terminal. In response to a request in which identification information of a time point and a financial product is set as a parameter, a reply means for returning operation result data for displaying information on the operation result of the financial product at the time point as a response is provided. , The transmission means displays a graph showing at least one of the transition of the price of the financial instrument or the transition of the asset balance at a predetermined position on the screen of the Web browser on which the Web page is displayed on the client terminal. When the step of outputting the floating menu and the operation of selecting any position in the graph area of the floating menu are detected, the step of specifying the time point corresponding to the selected position and at least the step of specifying the time point corresponding to the selected position are performed on the server. A step of transmitting a request in which the identification information of the time point and the financial instrument is set as a parameter, and an operation result for displaying information on the operation result of the financial product at the time point as a response to the request from the server. A program for executing a step of receiving data and a step of causing the Web browser to read the operation record data in order to update the information on the operation result displayed on the Web page to the information at the time point is transmitted. It is an operational information distribution server for financial products.

As described above, the operation information distribution server for the financial product according to the present invention transmits the operation information update processing program for the financial product according to the present invention to the client terminal, and in response to the request from the client terminal, the information regarding the operation results is recorded. It has a configuration that returns the operation record data used for updating as a response. The financial product operation information distribution server according to the present invention can also be specified as a financial product operation information distribution server that transmits the financial product operation information update processing program of each aspect described above.

The present invention can also be specified as a method of distributing financial product operation information, which is executed by the financial product operation information distribution server according to the present invention.

In the method for distributing operational information of financial products according to the present invention, a server that distributes information on operational performance of financial products whose operational performance is regularly disclosed to a client terminal connected by a network is provided to the client terminal. A step of transmitting a program for executing a process of updating information on the operation results of a web page on which information about financial products is posted, and a screen of a web browser on which the client terminal displays the web page by the program. A step of outputting a floating menu in which a graph showing at least one of the transition of the price of the financial product or the transition of the asset balance is displayed at the predetermined position above, and the client terminal using the program to output the floating menu. When an operation to select any position in the graph area of is detected, a step of identifying a time point corresponding to the selected position and the client terminal, by the program, to the server, at least the time point and the time point. As a response, the step of transmitting a request in which the identification information of the financial product is set as a parameter, and the operation performance data for the server to receive the request and display the information on the operation performance of the financial product at the time point. The step of replying, the step of the client terminal receiving the operation record data as a response from the server to the request by the program, and the step of the client terminal being displayed on the Web page by the program. It is an operation information distribution method of a financial product characterized by having a step of causing the Web browser to read the operation result data in order to update the information about the operation result to the information at the time point.

Further, the financial product operation information distribution method according to the present invention is executed by the financial product operation information distribution server that transmits the financial product operation information update processing program of each mode described above. It can also be specified as an information distribution method.

According to the present invention, on a Web page for posting information on financial products whose investment performance is regularly disclosed, such as investment trusts, the operability of the user when updating the information on the investment performance is remarkably improved and visually. Smooth page transitions are also realized. By encouraging investors to view information such as investment performance, such a mechanism will revitalize the financial market by promoting communication between investors and investment management companies and sales companies, and promote the policy issue of "from savings to investment." Can be expected to contribute to.

It is a figure which shows an example of the structure of the Web page which publishes the information such as the management performance of the current general investment trust. It is a figure which shows an example of the Embodiment of this invention. It is a block diagram which shows an example of the structure of the operation information distribution server of the financial product which concerns on this invention. It is the first figure which shows the example of the screen of the Web page which displayed the floating menu by the operation information update processing program of the financial product which concerns on this invention. FIG. 2 is a second diagram showing an example of a screen of a Web page on which a floating menu is displayed by the operation information update processing program of the financial product according to the present invention. It is the first figure which shows the example of the floating menu displayed on the Web page by the operation information update processing program of the financial product which concerns on this invention. FIG. 2 is a second diagram showing an example of a floating menu displayed on a Web page by a financial product operation information update processing program according to the present invention. It is a figure which shows the state which a certain position on a floating menu is selected on the screen of the Web page illustrated in FIG. FIG. 8 is a diagram showing a state in which the information on the Web page is updated after a certain position on the floating menu is selected in FIG. It is a flowchart which shows the processing flow of the operation information update processing program of the financial product which concerns on this invention.

The embodiment for carrying out the present invention will be described in detail below with reference to the drawings. The system configuration and screens shown in the following description show an example of the embodiment of the present invention, and the present invention is not limited to the embodiment shown here.

FIG. 2 shows an outline of an example of an embodiment of the present invention. The user terminal shown in FIG. 2 is a network terminal used by a user such as an investor to browse a Web page related to an investment trust, and a personal computer, a smartphone, a tablet computer, or the like can be used. The fund information distribution server is a Web server provided with homepages of investment trust management companies and sales companies, and displays a Web page containing information on investment trusts in response to a request from a user terminal.

In FIG. 2, when the operation information update processing program for a financial product according to the present invention calls a Web page containing information on an investment trust from a fund information distribution server on a user terminal, the fund information distribution server transmits the information to the user terminal. This is a program that operates on the user terminal while displaying a Web page containing information on the investment trust on the Web browser of the user terminal. The operation information distribution server for financial products according to the present invention is included in the functions provided by the fund information distribution server.

In the present invention, when one of the investment trust brands is specified on the user terminal and a Web page containing information on investment performance is called from the fund information distribution server, the latest monthly report is sent to the user terminal. Information on investment trust management performance, etc. based on the above is displayed, and a chart of changes in the investment trust base price, etc. is displayed by the management information update processing program for financial products according to the present invention transmitted from the fund information distribution server. The displayed floating menu is displayed.

The floating menu is always displayed at a fixed position even when the web page is scrolled, and when the user selects any position in the displayed graph area of the chart, the time point corresponding to that area is indicated. The information is sent to the fund information distribution server. The fund information distribution server returns information on the investment trust management performance corresponding to that time, and the information on the management performance displayed on the Web page is updated to the information at that time. Such a series of processing is executed by the operation information update processing program of the financial product according to the present invention that operates on the user terminal, and communication with the fund information distribution server is performed by asynchronous communication, so that the information update processing of the Web page is performed. Is performed by loading only the information that needs to be updated into the Web browser without reloading the page.

FIG. 3 shows an example of the configuration of the operation information distribution server and the like of the financial product according to the present invention. In FIG. 3, the fund information distribution server 10 corresponds to the operation information distribution server of the financial product according to the present invention according to the present invention. The operation information update processing program 22 of the user terminal 20 corresponds to the operation information update processing program of the financial product according to the present invention.

The fund information distribution server 10 is a server computer connected to the Internet that transmits a Web page or the like in response to a request from the user terminal 20. The fund information distribution server 10 is provided with an auxiliary storage device such as a CPU, a main memory, and an HDD. A program stored in the auxiliary storage device is read into the main memory, and the CPU executes arithmetic processing. Function is realized.

The Web page transmission unit 11 and the operation record data transmission unit 12 of the fund information distribution server 10 are both functionally specified, and are used to execute processing corresponding to each stored in an auxiliary storage device such as an HDD. The program is read into the main memory, and the CPU executes arithmetic processing to realize the corresponding functions. Further, a predetermined storage area of an auxiliary storage device such as an HDD is allocated to the Web page storage unit 13 and the operation record data storage unit 14 of the fund information distribution server 10, respectively.

The physical configuration of the computers constituting the fund information distribution server 10 is not particularly limited, and one computer may be provided with these functions, or may be composed of a plurality of computers. May be good. For example, the computer constituting the fund information distribution server 10 may have a function other than the function of transmitting the Web page and the operation performance data necessary for carrying out the present invention, or the Web. The page storage unit 13 and the operation record data storage unit 14 may be provided in a computer that constitutes a database server or the like, which is different from the computer that functions as the Web server.

As the user terminal 20, a network terminal that can connect to the Internet, such as a personal computer, a smartphone, or a tablet computer, is used. The user terminal 20 is provided with an auxiliary storage device such as a CPU, a main memory, an SSD and an HDD, and at least a Web browser 21 is stored in the auxiliary storage device. The Web browser 21 is read into the main memory, and the CPU executes arithmetic processing, so that the Web page called from the Web server on the Internet such as the fund information distribution server 10 is displayed on the user terminal 20.

The operation information update processing program 22 is also a program that operates on the user terminal 20, but is transmitted to the user terminal 20 when a predetermined Web page containing information on the investment trust is called from the fund information distribution server 10, and is transmitted to the user terminal 20. By being read into the main memory of the above and executing arithmetic processing on the CPU, a part of information on the Web page is updated by asynchronous communication using a floating menu.

On the premise of the above configuration, the flow of the update process of the Web page on which the information on the investment trust according to the present invention is posted will be described with reference to FIGS. 4 to 10.

A user who wants to check information on investment trust management results, etc., starts a Web browser 21 on the user terminal 20 and connects to the Internet, and investment trust management companies and sales companies provide information on investment trusts on their websites. , Access the fund information distribution server 10. Then, when a request in which the identification information of the investment trust brand whose information is to be confirmed is specified is transmitted from the Web browser 21 of the user terminal 20 to the fund information distribution server 10, the Web page transmission unit 11 of the fund information distribution server 10 displays the request. A Web page containing information on the investment trust's operational performance and the like stored in the Web page storage unit 13 in the form of an HTML file or the like is called and returned to the user terminal 20.

Here, the method of transmitting the request in which the identification information of the investment trust brand is specified from the user terminal 20 is not particularly limited, and for example, any one of the list of investment trusts handled and the list of search results can be obtained. When the operation of selecting the stock of the investment trust is detected, the identification code of the selected stock may be sent to the fund information distribution server 10, or the investment may be made in the search window provided on the predetermined Web page. When the identification code of the trust brand is input, the identification code may be transmitted to the fund information distribution server 10.

An operation information update processing program 22 described by JAVASCRIPT (registered trademark) or the like is embedded in the Web page returned to the user terminal 20, and when these are read into the Web browser 21 of the user terminal 20, FIG. As illustrated in the above, information on the investment trust brand investment performance specified in the request is displayed on the screen of the Web browser 21, and the investment trust update processing program 22 is started to be used as the reference price of the investment trust. A floating menu with a chart showing changes in net assets is output at the bottom right of the screen.

This floating menu is fixedly displayed at a predetermined position on the screen of the Web browser 21 (lower right in this example), and is displayed from the state of FIG. 4 in which a chart showing the transition of the standard price, the standard price, etc. is displayed. Even if the screen is scrolled to the state shown in FIG. 5 in which the asset allocation and the top stocks to be incorporated are displayed, the floating menu is fixed at the same position at the lower right of the screen.

Fig. 6 is an enlargement of the example of the floating menu displayed here. As in this example, the reference price of the stock of the investment trust is shown on the graph plane with the time set on the x-axis and the price set on the y-axis. (The upper two polygonal lines, the upper one is the price after adjusting the distribution, the lower one is the price not including the distribution), and the transition of net assets (the lowermost polygonal line is colored). The graph is displayed.

At this point, the chart showing the transition of the standard price, net assets, standard price, etc. displayed on the screen of the Web browser 21, the rate of increase / decrease in a predetermined period, the information on the operational performance of the top stocks included, etc. are the latest month. It is based on the following report. If you want to update this to information based on a monthly report at any point in the past, a floating menu that displays a flowchart of changes in the base price will be used.

On the graph plane of the floating menu, the area corresponding to each year and month when the monthly report was published, corresponding to the value of the x-axis of each position, is not only on the line shown as a chart, but also y. It is set as a strip-shaped area of a predetermined width parallel to the axis. FIG. 6 shows only the area corresponding to each month of January-March 2017, but such an area is set for all the time points (years and months) when the chart is displayed. ing.

Since information on investment trust management performance is generally reported to investors on a monthly basis, information on updatable management performance displayed on the screen of the Web browser 21 is also on a monthly basis. Is usually the case. Therefore, when sending an update request for the information related to the operation results displayed on the screen of the Web browser 21, it is necessary to specify the information related to the information at what time in the year and month. In order to select a position on the graph plane and send an update request, it is necessary to set the above-mentioned area for each year and month so that the user can specify the selected year and month.

When it is detected that the user has performed an operation to select any position on the graph plane of the floating menu on the user terminal 20, which area includes the position selected from the x-axis value is determined. Judgment is made and the time point corresponding to the area is specified. In the band-shaped area, the same time point is specified regardless of which position is selected. The operation displayed on the screen of the Web browser 21 when the time (year / month) selected by the user identified in this way and the identification information of the investment trust brand whose information is being browsed by the user are set in the parameters. An update request for information related to the results is transmitted from the operation information update processing program 22 to the operation result data transmission unit 12 of the fund information distribution server 10 by asynchronous communication.

In addition, while charts such as the standard price are usually displayed daily, since the above-mentioned area is set monthly, the width of the area becomes wider than the chart that changes daily. When an area near the middle of two months is selected, there arises a problem that it is difficult to determine which year and month the user has specified. Therefore, here, instead of setting each area without providing a gap, as shown in the example of FIG. 6, an area in which no time point is specified is provided near the middle (for example, per month). When an area of about 20 days is set and the rest is an area where no time point is specified), such an area near the middle is selected, and the user's intention is not clear as to which time point (year / month) was selected. It is preferable to set the parameter so that the time point set in the parameter cannot be specified and the update request is not sent.

Further, as shown in the example of FIG. 7, when it is detected that the operation information update processing program 22 has performed an operation of moving the cursor on the graph plane of the floating menu, the operation information update processing program 22 is moved to the selected position. It is preferable to display the corresponding strip-shaped area on the graph plane. With such a display, even when the user tries to select a position on the graph plane away from the x-axis or a position where a line is not drawn, the position corresponds to the time point (year / month) and the price. This is because it becomes easier to visually grasp how the period of change in net assets and net assets has changed.

Further, when the cursor is moved to a position on the graph plane where the polygonal line is not drawn, the operation information update processing program 22 corresponds to a predetermined position on the polygonal line included in the strip-shaped area on the polygonal line. It is preferable to perform a predetermined display so that the user can easily recognize the position. In the example of FIG. 7, a large black circle is displayed at the intersection of the band-shaped area and the polygonal line to make it easier for the user to recognize. For example, the band-shaped area intersecting the polygonal line is colored with a dark color. , May be displayed by other methods. Such a display makes it easier for the user to visually understand how the price or net worth has changed.

In the example of FIG. 7, black circles are displayed only at the intersections with the polygonal line showing the transition of the standard price, but in general, investors are more interested in the transition of the standard price than the net assets, and the floating menu Considering the size of, if a black circle or the like is displayed at the intersection of both polygonal lines, it may be difficult to see. Therefore, the predetermined display is displayed only at the intersection of the polygonal line indicating the transition of the standard price. It is considered preferable to do so.

Furthermore, when the area near the middle of the above two months is selected, the problem that it is difficult to determine which year and month the user has specified is difficult for the user to understand which year and month he / she is trying to select. Therefore, as shown in the example of FIG. 7, in the operation information update processing program 22, when the selection operation is performed at the position where the user moves the cursor, the time point (year / month) is specified. It is preferable to display the text as well by means of a balloon or the like.

When the investment information update processing program 22 sends an update request for information on investment performance, in which the time point (year and month) selected by the user and the identification information of the investment trust brand are set in the parameters, the fund that received this is sent. In the operation record data transmission unit 12 of the information distribution server 10, the information on the operation record of the investment trust brand specified from the identification information set in the parameter at the time (year / month) set in the parameter is transmitted to the Web browser 21. Read the operation performance data to be displayed on the screen (change in the standard price published in the monthly report at that time, the rate of increase / decrease in a predetermined period, the top stocks to be incorporated, etc.) from the operation performance data storage unit 14 and respond. Reply to the operation information update processing program 22 of the user terminal 20.

As a response to the update request transmitted by asynchronous communication, the operation information update processing program 22 that has received the above-mentioned operation record data causes the Web browser 21 to read the operation record data, and information on the operation record displayed on the Web page. Is updated to the information at the time (year / month) selected by the user. Here, if a technology for updating information on a Web page by asynchronous communication such as AJAX is used, the information on the operation results displayed on the Web page can be used as a reference at another time point (year / month) without reloading the Web page. It becomes possible to visually and smoothly transfer to the information to be processed.

FIG. 8 shows a state in which the position corresponding to “December 2012” is selected on the floating menu on the screen of the Web page illustrated in FIG. 4, but the operation information is displayed in the background of the Web browser 21. The update processing program 22 sends an update request for information related to investment performance in which the identification information of "December 2012" and "***** fund" is set as parameters to the fund information distribution server 10, and the response is ". When the operation performance data as of "December 2012" is received, as shown in Fig. 9, the chart showing the transition of the standard price etc. and the information on the operation performance such as the rate of increase / decrease in the predetermined period will be displayed in "2012 12". It will be updated to the past information based on "Month" (In the example of Fig. 9, the standard price and asset balance at the top are specified to keep the current information, but this part is also the end of December 2012 etc. It may be updated with the past information based on the selected time of.).

FIG. 10 shows a flowchart of the processing flow of the operation information update processing program (operation information update processing program 22) of the financial product according to the present invention described above. The operation information update processing program 22 is started when a predetermined Web page related to the investment trust management results, etc. is opened, and after outputting a floating menu fixed at a predetermined position on the Web page on the screen, FIG. Execute the process shown in the flowchart of.

While the floating menu is displayed, the operation of clicking on the floating menu including the graph plane of the chart is monitored (S1), and when the operation of clicking on the floating menu is detected (S1 is Yes), it is clicked. It is determined whether the position is within a predetermined area where the time (year / month) selected by the user can be specified (S2), and if it is within the predetermined area (S2 is Yes), the button is clicked. Information on the investment performance displayed on the Web page by setting the time point (year and month) specified from the location and the identification information (fund code) of the investment trust brand whose information is displayed on the Web page as parameters. Is transmitted to the fund information distribution server 10 by asynchronous communication (S4).

When the click operation is not detected (S1 is No) or when the clicked position is not within the predetermined area (S2 is No), that is, when the clicked position is outside the graph plane on which the chart is displayed. Or, if there is a gap in the area set for each time point (year / month), the prescribed operation to end the page, such as closing the web page or transitioning to another web page, is not performed. As long as (S8 is No), monitoring of the click operation (S1) is continued.

When the investment trust management performance data at the time set in the parameter is received from the fund information distribution server 10 as a response to the request (S5 is Yes), the received management performance data is read into the Web browser 21 and the Web page is displayed. The information on the operation results displayed in is updated to the information based on the time (year / month) selected by the user (S6). If the response cannot be received even after the lapse of a predetermined time (S5 is No), an error is displayed on the screen of the Web browser 21 to notify that the information could not be updated (S7).

After the web page is updated or an error is displayed, unless the prescribed operation to end the page is performed, such as closing the web page or transitioning to another web page () S8 is No), and monitoring of the click operation (S1) is continued. When a predetermined operation for closing the page such as closing the Web page is performed (S8 is Yes), the processing by the operation information update processing program 22 is also finished.

10 Fund information distribution server 11 Web page transmission unit 12 Operation record data transmission unit 13 Web page storage unit 14 Operation record data storage unit 20 User terminal 21 Web browser 22 Operation information update processing program

Claims (8)

A program that executes a process to update information on the operation results of a Web page that posts information on financial products whose operation results are disclosed on a regular basis, and is used on a computer connected to the network.
A step of outputting a floating menu in which a graph showing at least one of the transition of the price of the financial instrument or the transition of the asset balance is displayed at a predetermined position on the screen of the Web browser on which the Web page is displayed.
When an operation to select any position in the graph area of the floating menu is detected, a step of identifying a time point corresponding to the selected position and a step
A step of sending a request in which at least the time point and the identification information of the financial product are set as parameters to a server that distributes information on the operational performance of the financial product.
As a response from the server to the request, a step of receiving operation record data for displaying information on the operation record of the financial product at the time point, and a step of receiving the operation record data.
In order to update the information on the operation results displayed on the Web page to the information at the time point, the step of causing the Web browser to read the operation results data, and
Operation information update processing program for financial products, which is characterized by executing. The operation information update processing program for a financial product according to claim 1, wherein in the step of transmitting the request, the request is transmitted by asynchronous communication. In the step of outputting the floating menu, a floating menu in which a polygonal line showing the transition of the price of the financial instrument is displayed as a graph is output on a graph plane in which the time is set on the x-axis and the price is set on the y-axis.
The operation information update processing program for a financial instrument according to claim 1 or 2, wherein in the step of specifying the time point, the time point set in the parameter is specified from the value on the x-axis of the selected position. When the operation of moving the cursor on the graph plane is detected, a step of displaying a strip-shaped area having a predetermined width parallel to the y-axis including the position where the cursor is moved on the graph plane is executed.
The operation information update processing program for a financial instrument according to claim 3, wherein in the step of specifying the time point, the same time point is specified regardless of which position is selected in the band-shaped region. In the step of displaying the band-shaped area, even when the cursor is moved to a position on the graph plane where the line is not drawn, the band-shaped area is moved to a predetermined position on the line included in the band-shaped area on the line. The operation information update processing program for a financial product according to claim 4, wherein a predetermined display is performed so that the user can easily recognize the corresponding position. A computer connected to the network periodically displays the information about the financial product whose operation results are disclosed. The price transition or asset of the financial product is placed at a predetermined position on the screen of the Web browser on which the Web page is displayed. A step to output a floating menu with a graph showing at least one of the balance transitions,
When the computer detects an operation to select any position in the graph area of the floating menu, a step of identifying a time point corresponding to the selected position, and
A step in which the computer sends a request in which at least the time point and the identification information of the financial product are set as parameters to a server that distributes information on the operation performance of the financial product.
A step in which the computer receives operation performance data for displaying information on the operation performance of the financial instrument at the time point in time as a response to the request from the server.
A step of causing the Web browser to read the operation record data in order for the computer to update the information on the operation record displayed on the Web page to the information at the time point.
A method for updating operational information of financial products, which is characterized by having. A server that delivers information on the operational performance of financial products whose operational performance is disclosed on a regular basis to client terminals connected via a network.
A transmission means for transmitting a program for executing a process of updating information on the operation results of a Web page for posting information on the financial product to the client terminal.
In response to a request received from the client terminal with at least a predetermined time point and financial product identification information set as a parameter, the operation result data for displaying the information on the operation result of the financial product at the time point is used as a response. It has a reply means to reply,
The transmission means is sent to the client terminal.
A step of outputting a floating menu in which a graph showing at least one of the transition of the price of the financial instrument or the transition of the asset balance is displayed at a predetermined position on the screen of the Web browser on which the Web page is displayed.
When an operation to select any position in the graph area of the floating menu is detected, a step of identifying a time point corresponding to the selected position and a step
A step of sending a request to the server with at least the time point and the identification information of the financial instrument set as parameters.
A step of receiving operation performance data for displaying information on the operation performance of the financial product at the time point in time as a response to the request from the server.
A financial product characterized by transmitting a step of causing the Web browser to read the operation record data and a program for executing the step of updating the information on the operation result displayed on the Web page to the information at the time point. Operation information distribution server. A server that distributes information on financial product operation results, whose operation results are regularly disclosed, to client terminals connected via a network, relates to the operation results of a Web page that posts information on the financial products on the client terminal. Steps to send a program to perform the process of updating information,
The client terminal displays a graph showing at least one of the transition of the price of the financial product or the transition of the asset balance at a predetermined position on the screen of the Web browser on which the Web page is displayed by the program. Steps to output a floating menu and
When the operation of the client terminal to select any position in the graph area of the floating menu is detected by the program, a step of identifying a time point corresponding to the selected position and a step of specifying a time point corresponding to the selected position.
A step in which the client terminal sends a request to the server by the program with at least the time point and the identification information of the financial instrument set as parameters.
A step in which the server receives the request and returns as a response operation record data for displaying information on the operation record of the financial product at the time point.
A step in which the client terminal receives the operation record data as a response from the server to the request by the program.
A step in which the client terminal causes the Web browser to read the operation record data in order to update the information on the operation record displayed on the Web page to the information at the time point by the program.
A method of distributing operational information on financial products, which is characterized by having.

Images