Method of generating and displayjing stock index

• US 20060195383A1
• Filed: 02/03/2006
• Published: 08/31/2006
• Est. Priority Date: 02/04/2005
• Status: Active Grant

• Current Assignee: Masuda Economic Research Institute Limited
• Original Assignee: Masuda Economic Research Institute Limited
• Inventors: Masuda, Tokutaro
• Granted Patent: US 7,620,582 B2
• Time in Patent Office: Days
• US Class Current: 705/37
• 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

An arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio) on the basis of the stock price information on a database is executed. The Masuda ratio (Mratio) is represented by a formula Mratio={(B−E)/SUM}×100, where SUM is a total number of stocks of a group of specific stocks forming a basis in generating one representative stock movement index, B is the number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>MA2>MA3 indicating an upward trend when the number of stocks is B, and E is the number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<MA2<MA3 indicating a downward trend when the number of stocks is E.

Claims

1. A method of generating and displaying a stock index comprising:

a first step of constructing a database including stock price information for a nearest predetermined maximum period concerning each of a group of stocks on the basis of stock price information provided from a stock price information issue source;

a second step of executing an arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio) on the basis of the stock price information on the database, the Masuda ratio (Mratio) being represented by the following formula;

Mratio={(B−

E)/SUM}×

100

where SUM is a total number of stocks of a group of specific stocks forming a basis in generating one representative stock movement index, B is a number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>

MA2>

MA3 when the number of stocks is B, and E is a number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<

MA2<

MA3 when the number of stocks is E; and

a third step of visualizing the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) calculated by the arithmetic operation as an index representing market sentiments such as a degree of a buying tendency and a degree of a selling tendency.

2. A stock price chart display method comprising:

a data base constructing step of constructing a database including stock price information for a nearest predetermined maximum period concerning each of a group of stocks on the basis of stock price information acquired from a stock price information issue source via the Internet;

a first arithmetic operation step of executing, on the basis of stock price information of respective stocks determined in advance on the database, an arithmetic operation for calculating moving average deviations of stock prices in a short term, a medium term, and a long term nearest to a reference time in at least one time unit selected from day, week, and month, respectively;

a first storing step of storing a data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term, which are calculated in the first arithmetic operation step, in a memory for each of the stocks;

a second arithmetic operation step of executing, on the basis of the data sequence of the moving average deviations of the respective stocks stored in the memory in the first storing step, an arithmetic operation for obtaining pattern classification codes indicating to which of six patterns determined in advance a relation among magnitudes of data on the moving average deviations of the stock prices in the short term, the medium term, and the long term is classified;

a second storing step of storing a sequence of the pattern classification codes obtained in the second arithmetic operation step in the memory for each of the stocks;

a third arithmetic operation step of executing, on the basis of the sequence of the pattern classification codes of the respective stocks stored in the memory in the second storing step, an arithmetic operation for obtaining data on a number of appearances for each of the pattern classification codes at each reference time concerning all the stocks included in the group of basic stocks in generating one representative stock movement index;

a third storing step of storing a sequence of the data on a number of appearances for each of the pattern classification codes obtained in the third arithmetic operation step in the memory;

a fourth arithmetic operation step of executing, on the basis of a data sequence of a number of appearances for each of the pattern classification codes stored in the memory in the second storing step, an arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio), the Masuda ratio (Mratio) being represented by a formula Mratio={(B−

E)/SUM}×

100, where SUM is a total number of stocks included in the group of basic stocks, B is a number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>

MA2>

MA3 when the number of stocks is B, and E is a number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<

MA2<

MA3 when the number of stocks is E;

a first rendering processing step of displaying Masuda candlestick curves in the short term, the medium term, and/or the long term concerning one stock on a predetermined area of a display screen on the basis of the data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term stored in the memory in the first storing step; and

a second rendering processing step of displaying a Masuda ratio curve concerning one stock on a predetermined area of the display screen on the basis of the data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) stored in the memory in the fourth storing step.

3. The stock price chart display method according to claim 2, further comprising a third rendering processing step of displaying pattern distribution bars concerning all the stocks included in the group of basic stocks in a predetermined area of the display screen on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the memory in the third storing step.

4. A stock price chart display system in which a server apparatus and a client machine are connectable via the Internet, wherein

the server apparatus comprises:

a data base constructing unit that constructs a database including stock price information for a nearest predetermined maximum period concerning each of a group of stocks on the basis of stock price information acquired from a stock price information issue source via the Internet;

a first arithmetic operation unit that executes, on the basis of stock price information of respective stocks determined in advance on the database, an arithmetic operation for calculating moving average deviations of stock prices in a short term, a medium term, and a long term nearest to a reference time in at least one time unit selected from day, week, and month, respectively;

a first storing unit that stores a data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term, which are calculated by the first arithmetic operation unit, for each of the stocks;

a second arithmetic operation unit that executes, on the basis of the data sequence of the moving average deviations of the respective stocks stored in the first storing unit, an arithmetic operation for obtaining pattern classification codes indicating to which of six patterns determined in advance a relation among magnitudes of data on the moving average deviations of the stock prices in the short term, the medium term, and the long term is classified;

a second storing unit that stores a sequence of the pattern classification codes obtained by the second arithmetic operation unit for each of the stocks;

a third arithmetic operation unit that executes, on the basis of the sequence of the pattern classification codes of the respective stocks stored in the second storing unit, an arithmetic operation for obtaining data on a number of appearances for each of the pattern classification codes at each reference time concerning all the stocks included in the group of basic stocks in generating one representative stock movement index;

a third storing unit that stores a sequence of the data on a number of appearances for each of the pattern classification codes obtained by the third arithmetic operation unit;

a first data transmitting unit that reads out the data sequence of moving average deviations of the stock prices in the short term, the medium term, and the long term concerning one stock from the first storing unit and transmits the data sequence of moving average deviations to the client machine; and

a second data transmitting unit that reads out the data sequence of the number of appearances for each of the pattern classification codes concerning the group of basic stocks in generating one representative stock movement index from the third storing unit and transmits the data sequence of the number of appearances to the client machine, and

the client machine comprises;

a first storing unit that stores the data sequence of moving average deviations of the stock prices in the short term, the medium term, and the long term concerning one stock sent from the server apparatus;

a second storing unit that stores the data sequence of the number of appearances for each of the pattern classification codes concerning the group of basic stocks in generating the one stock movement index sent from the server apparatus;

a first arithmetic operation unit that executes, on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the second storing unit, an arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio), the Masuda ratio (Mratio) being represented by the following formula;

Mratio={(B−

E)/SUM}×

100

where SUM is a total number of stocks included in the group of basic stocks, B is a number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>

MA2>

MA3 when the number of stocks is B, and E is a number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<

MA2<

MA3 when the number of stocks is E;

a third storing unit that stores a data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) calculated by the first arithmetic operation unit;

a first rendering processing unit that displays Masuda candlestick curves in the short term, the medium term, and/or the long term concerning one stock on a predetermined area of a display screen on the basis of the data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term stored in the first storing unit; and

a second rendering processing unit displays a Masuda ratio curve concerning one stock on a predetermined area of the display screen on the basis of the data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) stored in the third storing unit.

5. The stock price chart display system according to claim 4, wherein the client machine further comprises a third rendering processing unit that displays pattern distribution bars concerning all the stocks included in the group of basic stocks in a predetermined area of the display screen on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the second storing unit.

6. A computer program for causing a computer to function as a server apparatus, the server apparatus comprising:

a data base constructing unit that constructs a database including stock price information for a nearest predetermined maximum period concerning each of a group of stocks on the basis of stock price information acquired from a stock price information issue source via the Internet;

a first arithmetic operation unit that executes, on the basis of stock price information of respective stocks determined in advance on the database, an arithmetic operation for calculating moving average deviations of stock prices in a short term, a medium term, and a long term nearest to a reference time in at least one time unit selected from day, week, and month, respectively;

a first storing unit that stores a data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term, which are calculated by the first arithmetic operation unit, for each of the stocks;

a second arithmetic operation unit that executes, on the basis of the data sequence of the moving average deviations of the respective stocks stored in the first storing unit, an arithmetic operation for obtaining pattern classification codes indicating to which of six patterns determined in advance a relation among magnitudes of data on the moving average deviations of the stock prices in the short term, the medium term, and the long term is classified;

a second storing unit that stores a sequence of the pattern classification codes obtained by the second arithmetic operation unit for each of the stocks;

a third arithmetic operation unit that executes, on the basis of the sequence of the pattern classification codes of the respective stocks stored in the second storing unit, an arithmetic operation for obtaining data on a number of appearances for each of the pattern classification codes at each reference time concerning all the stocks included in the group of basic stocks in generating one representative stock movement index;

a third storing unit that stores a sequence of the data on a number of appearances for each of the pattern classification codes obtained by the third arithmetic operation unit;

a first data transmitting unit that reads out the data sequence of moving average deviations of the stock prices in the short term, the medium term, and the long term concerning one stock from the first storing unit and transmits the data sequence of moving average deviations to the client machine; and

a second data transmitting unit that reads out the data sequence of the number of appearances for each of the pattern classification codes concerning the group of basic stocks in generating one representative stock movement index from the third storing unit and transmits the data sequence of the number of appearances to the client machine.

7. A compute program for causing a computer to function as a client machine, the client machine comprising:

a first storing unit that stores data sequence of moving average deviations of stock prices in a short term, a medium term, and a long term concerning one stock sent from a server apparatus;

a second storing unit that stores data sequence of a number of appearances for each of pattern classification codes concerning a group of basic stocks in generating one stock movement index sent from the server apparatus;

a first arithmetic operation unit that executes, on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the second storing unit, an arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio), the Masuda ratio (Mratio) being represented by the following formula;

Mratio={(B−

E)/SUM}×

100,

where SUM is a total number of stocks included in the group of basic stocks in generating one representative stock movement index, B is a number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>

MA2>

MA3 when the number of stocks is B, and E is a number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<

MA2<

MA3 when the number of stocks is E;

a third storing unit that stores a data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) calculated by the first arithmetic operation unit;

a first rendering processing unit that displays Masuda candlestick curves in the short term, the medium term, and/or the long term concerning one stock on a predetermined area of a display screen on the basis of the data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term stored in the first storing unit; and

a second rendering processing unit that displays a Masuda ratio curve concerning one stock on a predetermined area of the display screen on the basis of the data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) stored in the third storing unit.

8. A compute program for causing a computer to function as a client machine, the client machine comprising:

a first storing unit that stores data sequence of moving average deviations of stock prices in a short term, a medium term, and a long term concerning one stock sent from a server apparatus;

a second storing unit that stores data sequence of a number of appearances for each of pattern classification codes concerning a group of basic stocks in generating one stock movement index sent from the server apparatus;

a first arithmetic operation unit that executes, on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the second storing unit, an arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio), the Masuda ratio (Mratio) being represented by the following formula;

Mratio={(B−

E)/SUM}×

100,

where SUM is a total number of stocks included in the group of basic stocks in generating one representative stock movement index, B is a number of stocks, average moving deviations of stock prices in a short term, an intermediate term, and a long term nearest to a reference time in one time unit selected from day, week, and month (MA1, MA2, and MA3) among the group of specific stocks having a magnitude relation MA1>

MA2>

MA3 when the number of stocks is B, and E is a number of stocks, MA1, MA2, and MA3 having a magnitude relation MA1<

MA2<

MA3 when the number of stocks is E;

a third storing unit that stores a data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) calculated by the first arithmetic operation unit;

a first rendering processing unit that displays Masuda candlestick curves in the short term, the medium term, and/or the long term concerning one stock on a predetermined area of a display screen on the basis of the data sequence of the moving average deviations of the stock prices in the short term, the medium term, and the long term stored in the first storing unit;

a second rendering processing unit that displays a Masuda ratio curve concerning one stock on a predetermined area of the display screen on the basis of the data sequence of the value of the Masuda ratio (Mratio) or the value substantially equivalent to the Masuda ratio (Mratio) stored in the third storing unit; and

a third rendering processing unit that displays pattern distribution bars concerning all the stocks included in the group of basic stocks in a predetermined area of the display screen on the basis of the data sequence of the number of appearances for each of the pattern classification codes stored in the second storing unit.