Financial goal planning and analysis system
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United States of America Patent
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Oct 12, 2010
Issued Date -
N/A
app pub date -
Oct 28, 2008
filing date -
Dec 2, 1997
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A financial advisory system is described that facilitates planning regarding financial goals, such as retirement. According to one embodiment, a method of forecasting a future value of a financial product holding is provided. Exposure analysis is performed on a financial product in which an investor holds an interest to determine how the financial product behaves relative to a set of asset classes. A forecast is generated for the financial product holding at a configurable time horizon based on forward-looking scenarios of one or more asset classes of the set of asset classes. Based on the forecast, information is directly or indirectly caused to be presented regarding a projected value of the financial product holding at the configurable time horizon.
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