ASSET MANAGEMENT SUPPORT SERVER, AND ASSET MANAGEMENT SUPPORT SYSTEM, AND PROGRAM

摘要

PROBLEM TO BE SOLVED: To provide an asset management support server for supporting the setting of buying and selling order conditions to a user who has not sufficient knowledge and experience in buying and selling a financial product, and an asset management support system and program.

SOLUTION: The asset management support server includes: an upper limit lot number determination table T1 for associating an investment amount with the number of upper limit lots to store them; an upper limit lot number setting program 222a for setting the number of upper limit lots on the basis of the upper limit lot number determination table T1 when a customer designates an investment amount; a pattern information determination program 222b for determining pattern information formed of the combination of the brand of the financial product with a buying and selling logic in accordance with the set number of upper limit lots; a transaction lot number distribution program 222c for distributing the number of buying and selling lots to the determined pattern information such that the total is the number of upper limit lots; and an output control program 222d for associating the determined pattern information with the distributed number of transaction lots to output them to a client device 100.

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