Method and system for providing securities including a plurality of investment issues

• US 20030191705A1
• Filed: 11/22/2002
• Published: 10/09/2003
• Est. Priority Date: 04/04/2002
• Status: Abandoned Application

• Current Assignee: Hitachi, Ltd.
• Original Assignee: Hitachi, Ltd.
• Inventors: Yoshikawa, Hiroshi, Miyata, Makoto, Yasunobu, Chizuko, Futatsugi, Seiji, Ieshima, Takeshi
• Application Number:
  US10/301,834
• Publication Number:
  US 20030191705A1
• Time in Patent Office: Days
• US Class Current: 705/36.00R
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

As to investment issues which are selected by an investor as investment choices, an issue-wise investment amount which is weighted by reflecting issue-wise investment analysis information which is inputted by an analyst is calculated, and an operator incorporates quantity of issues for total investment amounts into securities.

Claims

1. A system for providing securities including a plurality of investment issues comprising:

an investment analysis management unit adapted to accept investment analysis which are decided by an analyst and for deciding investments for individual investment issues and to store in a memory device;

an investment issue management unit adopted to accept a plurality of investment issues and funding amounts for the plurality of investment issues and investment ratios corresponding to the investment analysis which are designated by an investor and to store in the memory device;

an investment amount calculation unit adapted to read out from the memory device the funding amount and the investment ratios corresponding to the plurality of investment issues which are designated by the investor and to calculate investment amount of individual investment issues which are included in the plurality of investment issues based upon the funding amount and the investment ratio; and

an investment amount output unit adapted to output investment amount of the individual investment issues.

2. The system of claim 1 wherein, the memory device stores the investment analysis in accordance with each of the plurality of analysts, and the investment amount calculation unit calculates the investment amount of the individual investment issues, based upon investment analysis which correspond to the analyst who is designated by the investor.

3. The system of claim 1 further comprising a trading unit adapted to trade the plurality of investment issues, based upon, the investment amount of the individual investment issues.

4. The system of claim 1 wherein, the investment amount calculation unit re-calculates the investment amount of the individual investment issues, in case of accepting change of the plurality of investment issues by the investor or change of the investment ratio by the investor or change of the investment amount by the investor or change of the investment analysis by the analyst.

5. The system of claim 1 wherein, the memory device, in accordance with each of the plurality of investors, stores the funding amount and the plurality of investment issues and the investment ratios.

6. The system of claim 1 further comprising an operation result calculation unit adapted to calculate operation results in accordance with the plurality of investment issues and the investment ratios, in case that a predetermined operation term is expired, and an operation result output unit adapted to output the operation results.

7. The system of claim 1 wherein, the investment amount calculation unit calculates a total value of the investment amounts of individual investment issues of the investor, in case of accepting such a request from the investor that a part of the funding amount is allocated too cash, and subtracts the total value from the funding amount to calculate an allocation amount to cash.

8. The system of claim 1 wherein, the investment analysis management unit displays the investment analysis on a display screen which the investor can see.

9. A method for providing securities including a plurality of investment issues comprising:

a first step of accepting investment analysis which are decided by an analyst and for deciding investments for individual investment issues and of storing in a memory device;

a second step of accepting a plurality of investment issues and funding amounts for the plurality of investment issues and investment ratios corresponding to the investment analysis which are designated by an investor and of storing in the memory device;

a third step of reading out from the memory device the funding amount and the investment ratios corresponding to the plurality of investment issues which are designated by the investor and of calculating investment amount of individual investment issues which are included in the plurality of investment issues based upon the funding amount and the investment ratio; and

a fourth step of outputting investment amount of the individual investment issues.

10. A system for providing securities including a plurality of investment issues comprising:

an investment analysis management unit adapted to accept investment analysis and investment ratios corresponding to the investment analysis which are decided by an analyst and for deciding investments for individual investment issues and to store in a memory device;

an investment issue management unit adopted to accept a plurality of investment issues and funding amounts for the plurality of investment issues which are designated by an investor and to store in the memory device;

an investment amount calculation unit adapted to read out from the memory device the funding amount and the investment ratios corresponding to the plurality of investment issues which are designated by the investor and to calculate investment amount of individual investment issues which are included in the plurality of investment issues based upon the funding amount and the investment ratio; and

an investment amount output unit adapted to output investment amount of the individual investment issues.

11. The system of claim 10 wherein, the investment amount calculation unit re-calculates the investment amount of the individual investment issues, in case of accepting change of the plurality of investment issues by the investor or change of the investment ratio by the analyst or change of the funding amount by the investor or change of the investment analysis by the analyst.

12. A method for providing securities including a plurality of investment issues comprising:

a first step of accepting investment analysis and investment ratios corresponding to the investment analysis which are decided by an analyst and for deciding investments for individual investment issues and of storing in a memory device;

a second step of accepting a plurality of investment issues and funding amounts for the plurality of investment issues which are designated by an investor and of storing in the memory device;

a third step of reading out from the memory device the funding amount and the investment ratios corresponding to the plurality of investment issues which are designated by the investor and of calculating investment amount of individual investment issues which are included in the plurality of investment issues based upon the funding amount and the investment ratio; and

a fourth step of outputting investment amount of the individual investment issues.

13. A method for providing securities including a plurality of investment issues comprising:

a first step of preparing securities in which a whole or a part of financial resources entrusted by investors is set as face values thereof, and as to the investment issues selected by the investor an entire incorporating ratio which takes a ratio which is selected by the investor into consideration is defined; and

a second step of redeeming operation results in accordance with the selected issue and ratio to the investor when a predetermined term is expired.

14. The method of claim 13 further comprising:

a third step of accepting investment analysis which are decided by an analyst and for deciding investments for individual investment issues and of storing in a memory device;

a fourth step of accepting a plurality of investment issues and funding amounts for the plurality of investment issues and investment ratios corresponding to the investment analysis which are designated by an investor and of storing in the memory device;

a fifth step of reading out from the memory device the funding amount and the investment ratios corresponding to the plurality of investment issues which are designated by the investor and of calculating investment amount of individual investment issues which are included in the plurality of investment issues based upon the funding amount and the investment ratio;

a sixth step of outputting investment amount of the individual investment issues; and

a seventh step of preparing securities which are defined by an incorporating ration based upon the investment amount of the individual investment issues and of managing security operations.