| 摘要 |
An investment portfolio management system enables computation of hedging strategies (each including one or more hedging transactions) and presentation of the strategies to the investor. Each hedging strategy takes into consideration tax impact information that is particularized to the individual investor. Investor portfolio data identifying assets owned by an investor and tax status information associated with the investor can be stored at a server that is accessible by a web browser. Software at the server enables computing of the hedging strategies based on an analysis of an investor's investment portfolio. The portfolio analysis includes an analysis of at least a first one of the assets identified by the investor portfolio data and a tax impact analysis to determine gain and loss and tax impact data associated with hedging transactions. The determined gain, loss and tax impact data can be determined based on the investor's particular tax status information. |
