| 摘要 |
<p>A computer system (10) is connected to a communications network (25) for automatically setting up and managing various investment products (e.g., trusts, funds or similar investment vehicles). The computer system (10) includes a processor (12), a memory (14), a display (16), an interface card (18), and a printer (20). Using interface card (18) connected to the communications network (25), the computer system (10) can connect to an electronic bulletin board or the NYSE super DOT (Direct Order Turnaround) system for trading or other computerized databases that provide share prices, bond prices, bond ratings, categories of shares, and other data related to publicly traded companies. The computer system enables a method or product based on selecting or grouping a number of individual financial instruments together into a portfolio (e.g., a fund or trust) and assigning weight coefficients to the selected financial instruments based upon a predetermined scale. After assigning the weight coefficients, the computer purchase for each instrument (i.e., the total price of each instrument reflects is the price per unit x number of units, which correspond the predetermined weight coefficient).</p> |
