FINANCIAL INFORMATION SERVICE FOR FUTURE RETURN AND RISK

摘要

A financial information service method for offering expected earning rate/risk information based on a portfolio of a client through a statistical method is provided to expect/offer the expected earning rate/risk of tomorrow by using individual item earning rate data, field earning rate data, and market earning rate data for a predetermined past period. If daily end price information of each individual item is inputted, the daily earning rate of each item is calculated(S10). If daily stock portfolio information is received from the client, a daily investment ratio of the client is calculated(S20). Multiple bootstrap samples are extracted by using the daily individual item earning rate data for the predetermined past period(S30). An average earning rate and an earning rate distribution are calculated by calculating an average for each bootstrap samples, and calculating the average and the distribution of the averages of the multiple bootstrap samples. The expected earning rate/risk is calculated/offered to the client by using the average earning rate and the earning rate distribution of each item, and the daily investment ratio of the client(S70).