Objective achievement portfolio generating device, program, and method
Abstract:
Device, program and method to generate a single portfolio assuming a plurality of targets as a specific objective of investment management. An investment management assistance server generates, based on input information, portfolio information for suggesting investment management for objective achievement set by a customer and includes: an objective displayer that displays predetermined objective information selectable by a customer through an input operation; an interview displayer that displays predetermined interview information to which the customer is allowed to respond through an input operation; and a portfolio generation/displayer that generates predetermined portfolio information based on the objective information and interview information which are selected and responded to through an input operation, and causing a customer terminal to display the predetermined portfolio information in a visually recognized manner.
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