Financial portfolio management and analysis system and method

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United States of America Patent

APP PUB NO 20050187851A1
SERIAL NO

10959741

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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The invention relates generally to a system and method of financial portfolio management and analysis. More particularly, the invention is directed to a system and computer-implemented method is provided for analyzing financial assets and performing asset valuation, statistical, econometric and portfolio analysis. The system includes various modules including: Time value of money, Loan and Lease Rate Tools, Stock Valuation Modules, Bond Valuation Modules, Portfolio Analysis Modules, Risk Return Tradeoff, IPO (Initial Public Offering) Simulator, Announcement Effect or Event Effect Simulator, Option Valuation, Option Volatility, Forward Simulation with Probabilities, and Gain/Loss Probability Estimator.

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Patent Owner(s)

Patent OwnerAddress
FINSAGE INCP O BOX 7558 ROUND ROCK TX 78683

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Sant, Rajiv Raymond Round Rock, TX 1 58

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