| 摘要 |
A web platform for automated investment management services is provided. The platform may enable the automated management of client funds, invested in stocks and other traded assets such as commodities and gold, as well as other traded securities and financial instruments like stock options, stock funds, stock indexes, bonds and structured products. The platform may support customization based on each client's investment profile and policy. Agents may be dynamic and thus may enable the implementation of portfolio strategies that automatically adapt to changes in global financial and stock markets risk, as well as return and currency factors. In some embodiments, the platform may utilize genetic learning algorithms. The platform may support market making and distribution of third party funds and instruments, as well as an investor community, where clients can provide agents to allow others to co-invest. |
