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Patent Searching and Data


Title:
PORTFOLIO CONSTRUCTION SUPPORT DEVICE AND PROGRAM
Document Type and Number:
Japanese Patent JP2003223555
Kind Code:
A
Abstract:

To provide a portfolio construction support device capable of constructing a concrete portfolio from a plurality of merchandise items.

The portfolio construction support device 10 determines asset allocations on the basis of a plurality of prepared questions and answers and allocates input portfolio investments according to the asset allocations for different attributes of investments. The selection of a merchandise item from a plurality of kinds of merchandise prepared for the different attributes of investments is accepted, and the investments allocated to the different attributes of investments are further allocated to the different kinds of merchandise. Next, the individual stock of each merchandise item is displayed and the selection of individual stocks to be incorporated and the designation of investments are accepted. The investments are completely allocated to the individual stocks through these procedures to construct a concrete portfolio.


Inventors:
TAKAHASHI EIJI
Application Number:
JP2002238339A
Publication Date:
August 08, 2003
Filing Date:
August 19, 2002
Export Citation:
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Assignee:
DAIWA SECURITIES GROUP INC
International Classes:
G06Q40/04; G06Q40/00; G06Q40/02; G06Q40/06; (IPC1-7): G06F17/60
Attorney, Agent or Firm:
Hiroki Sasai