System for relating investment account information to an investment objective
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United States of America Patent
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N/A
Issued Date -
Mar 21, 2002
app pub date -
Apr 17, 2001
filing date -
Apr 17, 2000
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A computer-implemented method, computer program, and Internet web site that provides key investment and planning tools for use by individuals in planning their retirement. The invention provides investors with a complete account analysis and investment advisory report that quantifies meaningful saving goals, determines the effectiveness of the investor's current strategy, establishes investment performance expectations, offers investment guidance, and monitors and reevaluates their progress. Through a form of artificial intelligence, the invention brings the same sophisticated investment analysis techniques used by large pension plans and money managers to the individual investor, allowing him to interpret account statement information from current and previous periods and easily relate it to two quantifiable goals.
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