发明名称 INTERACTIVE FINANCIAL PORTFOLIO TRACKING INTERFACE
摘要 <p>A portfolio-tracking module having a displayable summary interfaces is provided within a software suite for enabling viewing and manipulation of multiple categories of aggregated data compiled from a plurality of data sources (23,25,27) and accessible through a single interfacing node operated on a data-packet-network. The portfolio-tracking module comprises, an interactive main interface accessible through the summary interface, the main interface for listing stocks and investment accounts for viewing, an interactive menu provided within the main interface for selecting views of individual investment accounts, the views appearing within the same or within a secondary interface, an interactive selection interface provided within the main interface for selecting investment accounts for data tracking, a first interactive hyperlink embedded within the main interface for linking the main interface to a secondary interface for viewing tracked information about personal investments and a second interactive hyperlink embedded within the main interface for linking the main interface to a secondary interface for viewing tracked information about personal investments and a second interactive hyperlink embedded within the main interface for linking the main interface for linking the main interface to a secondary configuration interface for adding new investments accounts or stocks for tracking.</p>
申请公布号 WO2002082233(A2) 申请公布日期 2002.10.17
申请号 US2002007605 申请日期 2002.03.13
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