| 摘要 |
A computer-implemented interactive method to help an investor in the decision-making process of evaluating what securities to buy and sell, and when to buy and when to sell, and when to be out of the market, for an actively-managed portfolio of individual stocks. The method provides individualized advice based upon input by the User/Investor and operates under the supervision of a Registered Investment Advisor. The process evaluates and scores the upside potential and the downside risk of a given stock, along with the investor's temperament to be in the market. |
