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AUTOMATED TOOL FOR INVESTMENT TECHNOLOGIES

  • US 20110191260A1
  • Filed: 05/14/2008
  • Published: 08/04/2011
  • Est. Priority Date: 05/14/2007
  • Status: Abandoned Application
First Claim
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1. A method for creating at least one investment strategy, said method including the steps of:

  • a) inputting user data via a user interface to identify a user;

    b) utilising said user data to retrieve statistical and reference data relevant to said user from a database to generate a user profile;

    c) generating at least one investment strategy for the user based on said user profile;

    d) displaying said at least one investment strategy.

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