System, method and user interface allowing customized portfolio management

A system for customized portfolio management. A method and user interface is provided accordingly, allowing customized portfolio management. In an exemplary embodiment the system comprises a document metadata database storing a plurality of documents and meta information thereof, a management server...

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Hauptverfasser: LIOU, JEFFREY, HUNG, LUPONG, CHEN, YU-JEN, CHEN, MING-HSIN, LIOU, EDWIN D
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creator LIOU, JEFFREY
HUNG, LUPONG
CHEN, YU-JEN
CHEN, MING-HSIN
LIOU, EDWIN D
description A system for customized portfolio management. A method and user interface is provided accordingly, allowing customized portfolio management. In an exemplary embodiment the system comprises a document metadata database storing a plurality of documents and meta information thereof, a management server programmed to a notification engine, and a Web server providing an interactive website displaying documents, allowing creation of a customized portfolio. The customized portfolio management system provides notification on the website, apprising users of changes in the status of their documents.
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subjects CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
title System, method and user interface allowing customized portfolio management
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