Method and apparatus for providing investment advice to multiple investors
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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N/A
Issued Date -
Jun 26, 2003
app pub date -
Nov 15, 2002
filing date -
Nov 15, 2001
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
A computer based portfolio manager system enables a user to create and manage a portfolio of investments. Users can create multiple sub-portfolios, termed folios, within their overall investment portfolio. Each of these folios can be created by the user or selected from multiple preset folios. One of the possible preset folios includes a manager's recommended folio. This folio is regularly updated, thereby indicating buy and sell recommendations of the manager. A user can balance his or her folio in accordance with the manager's revisions by investing additional capital in some securities and selling others.
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