System and method for providing customizable investment tools
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United States of America Patent
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Mar 2, 2010
Grant Date -
Jan 19, 2006
app pub date -
Jul 15, 2004
filing date -
Jul 15, 2004
priority date (Note) -
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Abstract
Computer-implemented methods and systems to help investors determine the fair value and ratings of assets (such as equity or debt instruments, etc.), and thereby make better informed investment decisions, through: automatically consolidating selected asset historical performance, forecasting and rating information; automatically computing asset valuations based on default and/or customized valuation parameters; and automatically determining asset under or over valuation.
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