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Fund management support apparatus and fund management support method

机译:资金管理支持装置和资金管理支持方法

摘要

PROBLEM TO BE SOLVED: To provide a fund management assisting device that is suitable for fund management such as fund analyzing and forecasting in a globally-developing business group and the like and that assists fund management of plural saving accounts with different currencies.SOLUTION: Provided is a fund management assisting device, in which a main graph which shows trends and forecast of the total balance converted into a key currency in all saving accounts kept by a business group, and sub graphs each of which shows the balance in the saving accounts kept by the business group totalized by various aspects such as by currencies or companies, are displayed on the same screen. When one of the items in the sub graph is selected, the totalized value of the selected item is calculated and then displayed on the main graph and other sub graphs as a breakdown component. When one of the dates on the main graph is selected, the sub graphs are updated to the totalized value having the selected date as a reference date. Further, when the totalizing aspect of the sub graph is changed, the changed sub graph is updated to the value totalized by the new aspect.SELECTED DRAWING: Figure 6
机译:解决的问题:提供一种适合于基金管理的基金管理辅助设备,例如全球发展业务集团中的基金分析和预测等,并且可以辅助使用不同货币的多个储蓄账户的基金管理。是一种资金管理辅助设备,其中一个主图显示一个业务组保留的所有储蓄帐户中转换为关键货币的总余额的趋势和预测,子图分别显示保留的储蓄帐户中的余额在同一屏幕上显示了按不同方面(例如货币或公司)总计的业务组的“总和”。当选择在所述子图中的项目中的一个,所选择的项目的累计值被计算,然后在主图形和其他子图作为击穿部件显示。当选择在主图形的日期之一时,子图被更新,以具有所选择的日期作为基准日期的累计值。此外,当子图的总计方面发生更改时,更改后的子图将更新为新方面所累加的值。选定的图:图6

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