A METHOD OF PROVIDING A CUSTOMISED NUMERICAL INDEX ASSOCIATED WITH A PORTFOLIO OF FINANCIAL ASSETS

摘要

The present invention generally relates to a method of providing a customised numerical index associated with a portfolio of selected financial assets, a portfolio of selected managed funds or a portfolio of financial assets of different types. Types of financial assets include stocks, managed funds, real estate, bonds, commodities or derivatives such as futures and options. The customised numerical index may be the (weighted or non-weighted) mean or sum of the prices associated with the portfolio of selected financial assets. The method generally comprises the steps of receiving a plurality of identifiers associated with the portfolio, retrieving respective prices associated with the plurality of identifiers, determining the customised numerical index based at least partly on the retrieved prices and causing the customised numerical index to be displayed, for example, on a networked device accessing a Internet website.