Goal Achievement Portfolio Generator, Programs and Methods

摘要

PROBLEM TO BE SOLVED: To generate a single portfolio assuming a plurality of targets as a specific target of asset management, and to generate a plurality of portfolios having the same target so that comparison and comparison can be easily performed. An investment management support server (10) that generates portfolio information that proposes asset management for achieving a goal set by a customer based on input information provides predetermined target information that the customer can select by input operation. A predetermined portfolio based on the target display means 13 to be displayed, the hearing display means 14 that displays the predetermined hearing information that the customer can answer by the input operation, and the target information and the hearing information selected and answered by the input operation. A portfolio generation display means 15 that generates information and displays it visually on the customer terminal 30 is provided, and the portfolio generation display means 15 proposes a single asset management corresponding to one or more target information selected by the customer. It is structured to generate portfolio information. [Selection diagram] Fig. 1