| 摘要 |
A stock portfolio balancing system identifies two sets of stocks to compare to each other. For example, the two sets may be generated by applying a stock screen to a stock database at two different points in time. Stocks which are in the first (e.g., earlier) set but not the second (e.g., later) set are identified as stocks to sell. Stocks which are in the second (e.g., later) set but not the first (e.g., earlier) set are identified as stocks to buy. Buy and/or sell orders are placed accordingly into a stock portfolio. The process may be repeated at later times to automatically rebalance the portfolio in accordance with the screen over time. |
