SYSTEM AND METHOD FOR SELECTING AND PURCHASING STOCKS VIA A GLOBAL COMPUTER NETWORK

摘要

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user (101) is connected to the Internet (102). The user connects to the portfolio management program (PMP) host computer (103) through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. Now the user sees a list of instruments provided by the PMP host computer (103). The user may authorize the PMP to purchase these selections through their qualified broker (104).