| 主权项 |
1. A method of real time assessment of an aggregated investment portfolio requiring a computer coupled to a database of statistical financial data, wherein a processor integrated with the computer receives instructions to perform the method, the method comprising:
querying the database and retrieving a set of data points associated with a plurality of investments; controlling the processor to sort like-kind investments of the plurality of investments into an investment type and storing the plurality of investments in a system database; receiving via an electronic user interface data associated with at least one user investment; querying the system database via the processor to match each of the at least one user investment with the set of data for one of the plurality of investments; deriving an investment score for each of the at least one user investment using the processor to compare and rank the set of data points for each user investment against all the sets of data points for the plurality of other like-kind investments; processing a weighted base score for each user investment via the processor and using a weighting algorithm applied against the set of data points for each user investment to adjust the investment score; via the processor, multiplying the weighted base score of each user investment by the present dollar value of the investment to derive a dollar weighted value for each user investment; and deriving a dollar weighted average score for the investment type by summing each dollar weighted value for each user investment and dividing the sum by a total dollar value of all of the user investments comprising the investment type; and displaying the dollar weighted average score to the user through the electronic user interface. |
