System for selecting and purchasing assets and maintaining an investment portfolio
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United States of America Patent
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Apr 24, 2012
Grant Date -
Dec 23, 2010
app pub date -
Apr 26, 2010
filing date -
Jul 23, 1999
priority date (Note) -
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Abstract
The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the investor, allowing for review of the at least one list of investments and information relating to historic and/or hypothetical performance and a description of asset selection methodology, performing automated electronic execution of transactions pertaining the investments, maintenance and monitoring of investment portfolios, and rebalancing of investment portfolios.
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