| 摘要 |
<P>PROBLEM TO BE SOLVED: To compare at a glance whether the present investment distribution is suitable for the needs of a customer on the basis of information or hearing answers stored in a data base. <P>SOLUTION: A present portfolio calculating means 2 calculates the present portfolio showing the present investment pattern of the customer by classifying or summarizing financial assets owned at present by the customer for each merchandise. A model portfolio calculating means 3 calculates portfolio showing the investment pattern recommended to the customer by using: a heating point table 5 in which a point value corresponding to a investment rate is defined; and a investment rate table 6 in which the totaled value of points obtained from the hearing results of the customer and an investment rate for each financial merchandise are set. Then, a display means 4 displays the present portfolio calculated by the present portfolio calculating means 2 and the model portfolio calculated by the model portfolio calculating means 3 on the same picture side by side. Thus, it is possible to present the investment distribution rate optimal to the customer. <P>COPYRIGHT: (C)2004,JPO&NCIPI |
