DEVICE FOR EXECUTING TRADING OF SECURITIES

WIPO Patent Application WO/2017/221956

A1

A server device pertaining to an embodiment comprises: a storage means for at least storing realized gains, interest, distributions, dividends, and unrealized losses of a predetermined user in a specific year in association with securities held in an account of the predetermined user at a certain financial institution; a selection means for selecting, with regard to the predetermined user, at least one security as a security of interest from among securities which generated realized gains and/or interest, distributions, and dividends, and at least one security as a specified security from among the securities with unrealized losses; and a calculation means for calculating the quantity of each of the specified securities to be traded on the basis of the total amount of realized profit and/or the total amount of interest, distributions, and dividends pertaining to each security of interest, the unrealized losses and the quantity held of each of the specified securities, and the total amount of unrealized losses pertaining to all specified securities.

SHIBAYAMA KAZUHISA (JP)
SHIRATSUCHI MINORU (JP)
KANO KENICHI (JP)
ARIGA HIROSHI (JP)
USHIYAMA FUMIAKI (JP)
HOSHINA TOMOHIDE (JP)

PCT/JP2017/022787

December 28, 2017

June 21, 2017

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WEALTHNAVI INC (JP)

G06Q40/04

JP2009199263A	2009-09-03
JP2005208774A	2005-08-04
JP2002525714A	2002-08-13

"Dai 111 Kai Kotoshi mo Ato Wazuka·Imakara Dekiru Zeikin Taisaku wa?", RAKUTEN, 5 May 2012 (2012-05-05), XP055446463, Retrieved from the Internet [retrieved on 20170809]

ONO Makoto et al. (JP)

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