Portfolio management tool

摘要

A digital system for display of personal actual achieved rate of return data of a financial product over a number of time frames is provided. The system includes: a central processing unit (CPU); a memory storage device; a control card; and a graphics card. The system a) obtains data from an external data provider including market data and inputs the data into the memory storage device; b) utilises the CPU to adjust the data for frictional effects; c) obtains and stores local transaction data and inputs the transaction data into the memory; d) allocates a first time; e) allocates a second time; f) determines the personal rate of return between the first time and the second time as an output for display of the personal actual achieved rate of return data thereby to compare performance and the components of performance relevant to an investor between a first financial product and a second financial product between the first time and the second time.