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Real-time client portfolio management system

  • US 20050273409A1
  • Filed: 06/03/2004
  • Published: 12/08/2005
  • Est. Priority Date: 06/03/2004
  • Status: Active Grant
First Claim
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1. A method of automating the management of investment portfolios comprising:

  • a software program that facilitates the creation of an asset allocation for one or more accounts;

    creation of one or more portfolio templates that can then be used to create customized portfolios for each client;

    a portfolio template for individual securities and allocation percentages assigned to them;

    the use of a prediction value for the expected growth rate of various markets;

    assignment of risk variables to each real investment;

    creation of a target portfolio and an actual portfolio;

    computation of an expected growth rate for each real investment, said target portfolio, and actual portfolio, with respect to the said risk variables;

    upon sale of a real investment in the actual portfolio, the proceeds are moved into a cash or a money market;

    once there is excess cash available within an account, the system compares the target portfolio to the actual portfolio to determine which securities should be purchased, producing a target buy list.

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