EARLY DIAGNOSING SYSTEM, EARLY DIAGNOSING METHOD, AND COMPUTER-READABLE RECORDING MEDIUM INCLUDING PROGRAM TO EXECUTE DIAGNOSING METHOD

摘要

An early diagnosing system confirms client investment product information and client investment tendency information in order to early diagnose a portfolio about a random client, and then calculates an individual risk score about an investment product of the client based on the client investment product information and the client investment tendency information. Based on the calculated individual risk score about the investment product, the whole portfolio risk score of the client is calculated, and based on the calculated portfolio risk score, whether the portfolio of the client is abnormal or not is confirmed. If the portfolio is abnormal, a changed portfolio is derived through portfolio rebalancing.;COPYRIGHT KIPO 2015