| 摘要 |
A computer system for constructing an investment portfolio for an investor, said computer system performing the steps of receiving risk tolerance data representing the risk tolerance level of the investor; receiving data representing selection criteria from the user terminal, generating, for display on the user interface of the user terminal, a list of investments for inclusion in the portfolio, where the investments are ranked in accordance with the selection criteria; receiving, from the user terminal, data representing a selection of investments from said list of investments for inclusion in the portfolio; and generating, for display on the user interface of the user terminal, a table showing each investment of said selection of investments; a distribution of investor assets over one or more asset classes of each investment; a distribution of assets over one or more asset classes of a benchmark risk category representing a risk tolerance level of the investor; and a distribution of assets over said one or more asset classes for the entire investment portfolio. |
