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专利概况
专利名称 Financial Assets Management System and Financial Assets Management Method
申请号 KR1020010025023 申请日
公开(公告)号 KR1020020085499A 公开(公告)日
申请(专利权)人 CHA MOON HYUN; YOON CHAE HYEN 发明人 CHA MOON HYUN; YOON CHAE HYEN
专利来源 国家知识产权局 转化方式
摘要

PURPOSE : A system and method for managing a financial property is provided to suggest the optimum portfolio with respect to a financial capital in real time and reorganize a portfolio in a rapidly changing investment circumstance according as a foreign exchange market, a financial market, and real estate are opened.CONSTITUTION : If various kinds of economic indicators are inputted from an economic indicator input unit(S1), calculating units calculate a proper interest, a proper stock exchange index, and a proper exchange rate with respect to each commodity(S2). If market information is inputted from a market information input unit(S3), a market index is calculated in a transaction market of each commodity and an index difference rate is calculated by comparing the market index with a proper index(S4). The calculated index difference rate is compared with a reference difference rate. If the calculated index difference rate is more than the reference difference rate(S5), a buying and selling are indicated(S7). A buying and selling of a financial capital are achieved automatically or in accordance with an instruction of a financial capital manager, and a reorganization a portfolio is achieved(S8, S9).? KIPO 2003

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