| 摘要 |
There is provided computerised apparatus and a method of converting a financial portfolio strategy into a set of tactics. The apparatus comprises: a stock data store for storing stock data relating to the stock held in a financial portfolio and to classification attributes of the stock; a current portfolio module operable to access the data stored in the stock data store, and operable to classify the stocks held in the financial portfolio from the stock data to generate classification data relating to the classification of the stocks for user display; a new portfolio module operable to receive and store new portfolio data relating to a desired new financial portfolio; a stock evaluation module for storing valuation data relating to an assessment of stocks; a tactic generator engine operable to access the stock data stored in the stock data store, the new portfolio data stored in the new portfolio module, the valuation data stored in the stock evaluation module, and current market data from financial markets, and operable to perform tactic generating functions on the basis of the stock data, the new portfolio data, the valuation data and current market data to output a set of tactics.
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