| 摘要 |
A system and method to analyze an individual's current portfolio of mutual funds, exchange traded funds, stocks and bonds by cross-referencing the holdings with open and proprietary databases and then to provide automated potentially suitable trade suggestions through website and the internet by categorizing and evaluating current holdings and selecting better replacement holdings available currently through retail financial markets with an emphasis on asset allocation theory, but only if the recommendation is potentially suitable and available to the investor.
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