FINANCIAL ASSET MANAGEMENT METHOD, FINANCIAL ASSET MANAGEMENT SYSTEM AND PROGRAM

摘要

PROBLEM TO BE SOLVED: To easily perform asset management that reflects a customer's operation policy as much as possible.;SOLUTION: A financial asset management method of this invention includes: a condition registration part for registering a condition on an exchange rate during shifting from first financial assets to second financial assets in a condition storage area; an asset recording part for recording the first financial assets corresponding to deposited financial assets in an asset storage area; and a determination part for determining whether the exchange rate for shifting from the first financial assets to the second financial assets when a first setting time passes since the first financial assets are recorded satisfies the condition, and determining again whether the exchange rate satisfies the condition each time the first setting time passes until the condition is satisfied when the condition is not satisfied.;SELECTED DRAWING: Figure 5;COPYRIGHT: (C)2018,JPO&INPIT