System and method for creating model investment portfolios
First Claim
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1. A computer-implemented method for creating a portfolio of issues comprising the steps of:
- receiving user input via a computer identifying specific issues to be added to the portfolio;
receiving user input via a computer indicating a selection of one of a plurality of options for creating the portfolio;
receiving user input via a computer indicating a purchase date in the past for the portfolio; and
creating the portfolio and calculating the portfolio'"'"'s past performance, using a computer, based on said selection of one of said plurality of options and the past date.
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Abstract
A system and method for creating portfolio is disclosed. A user is presented with an efficient method of creating a portfolio using predefined options. Through using the predefined options, the user may quickly create a portfolio that may be used to monitor a market.
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Citations
31 Claims
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1. A computer-implemented method for creating a portfolio of issues comprising the steps of:
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receiving user input via a computer identifying specific issues to be added to the portfolio; receiving user input via a computer indicating a selection of one of a plurality of options for creating the portfolio; receiving user input via a computer indicating a purchase date in the past for the portfolio; and creating the portfolio and calculating the portfolio'"'"'s past performance, using a computer, based on said selection of one of said plurality of options and the past date. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A computer-readable medium having a computer-executable program stored thereon for creating a portfolio of issues, said program comprising the steps of:
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receiving identification of specific issues to be added to the portfolio from a user via a computer; receiving a selection of one of a plurality of options for creating the portfolio from a user via a computer; receiving input indicating a purchase date in the past for the portfolio from a user via a computer; and creating the portfolio and calculating the portfolio'"'"'s past performance based on said selection of one of said plurality of options and the past date. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. A system for creating a portfolio of issues comprising:
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an input system for receiving a designation of issues from a user, for receiving a designation of an option from a user for creating said portfolio selected from a plurality of options, and for receiving a historical price associated with each of said issues; and a processor for determining the number of shares of said issues to add to said portfolio and past performance data relating to the portfolio based on said designated option and said historical price.
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24. A computer-readable medium having a computer-executable program stored thereon for creating a portfolio of issues, said program comprising the steps of:
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receiving identification of specific issues to be added to the portfolio from a user via a computer; receiving identification of a past closing date for the issues from a user via a computer; receiving historical prices for the specific issues based on the past closing date; receiving a selection of a quantity of said specific issues from a user via a computer; and creating the portfolio based on the specific issues, the selected quantity of the specific issues, and the historical prices. - View Dependent Claims (25, 26, 27)
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28. A computer-implemented method for creating a portfolio of issues comprising the steps of:
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receiving user input via a computer identifying specific issues to be added to the portfolio; receiving user input via a computer identifying a past closing date for the issues; receiving computer input including historical prices for the specific issues based on the past closing date; receiving user input via a computer indicating a selection of a quantity of said specific issues; and creating the portfolio, using a computer, based on the specific issues, the selected quantity of the specific issues, and the historical prices. - View Dependent Claims (29, 30, 31)
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Specification