发明名称 |
PORTFOLIO MANAGEMENT TOOL |
摘要 |
A method and apparatus for determining a personal rate of return over a plurality of time frames for a financial product included by an investor in a portfolio comprising the steps: a) obtaining data from a data provider; b) adjusting the data for frictional effects; c) allocating a first time; d) allocating a second time; e) determining the personal rate of return between the first time and the second time.
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申请公布号 |
US2009327152(A1) |
申请公布日期 |
2009.12.31 |
申请号 |
US20050994187 |
申请日期 |
2005.07.01 |
申请人 |
DAVIS RICHARD CHARLES LEIGHTON |
发明人 |
DAVIS RICHARD CHARLES LEIGHTON |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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