PORTFOLIO AND QUANTITATIVE STOCK SELECTION METHOD IN STOCK ASSET MANAGEMENT SYSTEM

摘要

A method for selecting a stock item by a portfolio/quantitative method in a stock asset management system is provided to offer reliable stock investment information and maximize returns of an investor by enabling the investor to easily select an optimal investment portfolio fit for a situation of a stock market and personal preference of the investor through multilateral evaluation. If an authentication procedure of a user computer is completed, a main simulation screen for setting a simulation condition is displayed through a web browser of the user computer(S10). If the user performs simulation after selecting desired factors and the simulation condition, a simulation result display screen which can operate combination of many factors and filtering many factor combinations is displayed(S20). If the user repeatedly performs filtering by average profitability, and risk and period stability in the simulation result display screen, the filtered factor combinations are repeatedly displayed(S30). If the user performs the operation for finding the factor combination having a high individual result index, the factor combinations are found and displayed through a group view screen(S40).