| 摘要 |
<P>PROBLEM TO BE SOLVED: To provide an investment trust information management system having a changeover transaction checking function capable of quickly checking a closed trade at a similar price. <P>SOLUTION: When a changeover transaction is checked while referring to respective investment trust relevant information of a client updated to the latest one by an updating means 11 and accumulated in a database 2, it is selected whether fixed interval and fixed amount purchase is checked as a closed trade or not by a selection means 12. A changeover ratio calculation means 13 calculates a ratio between a selling price and a buying price in the changeover transaction, while a setting means 14 sets a changeover ratio between the selling price and the buying price in the changeover transaction to a searched condition. In this way, a search means 15 carries out search based on presence/absence of a fixed interval and fixed amount purchase object and the changeover ratio while grasping circumstances in the changeover transaction, while a screen indicated in a display means 16 for showing the changeover ratio and a search result screen is checked. Therefore, only a necessary changeover transaction can be checked in a short time. <P>COPYRIGHT: (C)2006,JPO&NCIPI |
