主权项 |
1. A computer-implemented method for constructing a database representation of diversified investment securities correlating to user risk tolerance value, the method comprising:
a. electronically storing a set of data entities in a database system, each of the data entities representing an analyzed personal risk tolerance value; b. electronically storing a set of data entities in a database system, each of the data entities representing an investment security bundle; c. electronically assigning tags representing relations of the analyzed personal risk tolerance values to a plurality of the investment securities bundles; d. selecting a plurality of investment securities bundles represented by data entities for inclusion in a plurality of portfolios of investment securities; e. correlating the selected investment securities bundles corresponding to an analyzed personal risk tolerance values into at least a first high risk diversified group and a second low risk diversified group based on at least one first common high risk attribute and at least one second common low risk attribute accordingly, wherein the analyzed personal risk tolerance values represented by investment securities bundles in the first high risk diversified group share at least one first common high risk attribute, as identified by one or more tags, and the analyzed personal risk tolerance values represented by investment securities bundles in the second low risk diversified group share the second common attribute, as identified by one or more tags; f. electronically storing the selected investment securities bundles as a database representation of portfolio; and g. enabling a creating, reading, updating, or deleting operation on the database system representation of the portfolio in the database system. |