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1. (WO2018042868) DEVICE WHICH IS EMPLOYED IN TRADING IN SECURITIES

Pub. No.:    WO/2018/042868    International Application No.:    PCT/JP2017/024513
Publication Date: Fri Mar 09 00:59:59 CET 2018 International Filing Date: Wed Jul 05 01:59:59 CEST 2017
IPC: G06Q 40/04
G06Q 40/06
Applicants: WEALTHNAVI INC.
ウェルスナビ株式会社
Inventors: SHIBAYAMA, Kazuhisa
柴山 和久
SHIRATSUCHI, Minoru
白土 稔
KANO, Kenichi
加納 健一
ARIGA, Hiroshi
有賀 博
USHIYAMA, Fumiaki
牛山 史朗
HOSHINA, Tomohide
保科 智秀
Title: DEVICE WHICH IS EMPLOYED IN TRADING IN SECURITIES
Abstract:
[Problem] To provide a device which is employed in trading in securities, said device being configured so as to provide a new service to a user. [Solution] A server device according to an embodiment is employed in trading in securities, said device comprising: a storage means which stores at least a volume, a unit market price, and a target ratio in association with each of a plurality of issues which a prescribed user holds in an account which has been opened at a financial institution; an input means which receives an input of an investment amount which is newly invested for purchasing any of the issues; and a determination means which is configured to compute, on the basis of the volume and the unit market price for each of the issues, a market capitalization for each of the issues and a market capitalization for the plurality of issues overall, to compute a virtual ratio, which is a ratio of the market capitalization of each of the issues to a total market capitalization, which is the sum of the investment amount and the market capitalization for the plurality of issues overall, and to determine an issue to be purchased on the basis of the difference between the virtual ratio and the target ratio of each of the issues.