Investment management tool
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United States of America Patent
Stats
-
Mar 31, 2009
Grant Date -
May 15, 2003
app pub date -
Nov 12, 2002
filing date -
Nov 13, 2001
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
An investment portfolio development and management system using dynamically linked and re-configurable portfolio building blocks for the construction and management of hierarchical portfolios. These building blocks are graphical structural elements of an investment portfolio that represent either individual investments or the hierarchical groupings of individual investments in a multi-tiered investment structure. The portfolio building blocks provide access to a variety of identity/position specific investment tools and they can be individually programmed and dynamically linked to enable two-way information flow both up and down the hierarchical structure to facilitate structured portfolio management functionality and information transfer consistent with the portfolio's structural design.
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