发明名称 METHOD AND SYSTEM FOR GENERATING FINANCIAL PORTFOLIO
摘要 <P>PROBLEM TO BE SOLVED: To provide, via the Internet, a system for generating and outputting a financial portfolio, having an appropriate cash flow and an investment risk, to fund demand that a client foresees by performing the arithmetic processing of the optimum combination of financial parts. <P>SOLUTION: The system for generating and outputting the financial portfolio by using a computer generates client data having the attribute data of the client's fund demand, subdivides the client's fund demand, selects financial parts satisfying the client's risk tolerance to each subdivided fund demand unit, and integrates the selected financial parts, thus generating and outputting the financial portfolio. <P>COPYRIGHT: (C)2007,JPO&INPIT
申请公布号 JP2007041901(A) 申请公布日期 2007.02.15
申请号 JP20050226328 申请日期 2005.08.04
申请人 JARUFUNETTO:KK 发明人 HASHIMOTO KATSUTOSHI
分类号 G06Q40/00;G06Q40/02;G06Q40/04;G06Q40/06 主分类号 G06Q40/00
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