OPERATION SUPPORT DEVICE AND OPERATION SUPPORT PROGRAM

To provide an operation support device and an operation support program that enable asset management goals to be set, optimal planning to be established, and long-term asset succession measures to be implemented.SOLUTION: An operation support device grasps total assets of a user, and supports asset management. The operation support device comprises: an asset amount acquisition unit for acquiring the asset amount of each asset type after classifying the assets according to the asset type; information acquisition unit for acquiring deposit and withdrawal information and reference market value information for each asset type; and a support information presentation unit for presenting advice to the user for each classified asset type. An operation support program causes a system to grasp the total assets of the user, and provides support for the asset management. The operation support program causes the system to execute: an asset amount acquisition step of acquiring the asset amount of each asset type after classifying the assets according to the asset type; an information acquisition step of acquiring the deposit and withdrawal information for each asset type; and a support information presentation step of presenting the advice to the user for each classified asset type.SELECTED DRAWING: Figure 1 【課題】 資産運営の目標設定及び最適なプランニングの構築、並びに長期的な資産の承継対策の実施を可能にする運用支援装置及び運用支援プログラムを提供すること。【解決手段】利用者の総資産を把握し、資産運用の支援を行う運用支援装置であって、資産を資産種別に応じて分類した上で、各資産種別の資産額を取得する資産額取得部と、各資産種別の入出金情報及び参考時価情報を取得する情報取得部と、分類された資産種別毎の助言を利用者に提示する、支援情報提示部と、を具備する運用支援装置、並びに利用者の総資産を把握し、資産運用の支援を実行させる運用支援プログラムであって、資産を資産種別に応じて分類した上で、各資産種別の資産額を取得する資産額取得ステップと、各資産種別の入出金情報を取得する情報取得ステップと、分類された資産種別毎の助言を利用者に提示する、支援情報提示ステップとを行わせるプログラム。【選択図】図１