| 摘要 |
PROBLEM TO BE SOLVED: To provide a system for indicating a portfolio which presents a method of asset distribution in an easy-to-understand manner. SOLUTION: The present invention is a system for indicating a portfolio in which financial products are classified into five types according to relations of risk and return and, of contents of assets, a customer's asset is classified into five types based on a distribution ratio according to a specific rule 'one and five rule' and is indicated in a balance graph using the base as a base circle. Classified contents of assets are indicated in the balance graph with a comparison with the base circle. The system enables grasping a customer's portfolio with a comparison with the base distribution and allows even a beginner of asset management to understand a method of distribution. |
