System for selecting and purchasing assets and maintaining an investment portfolio

The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the...

Ausführliche Beschreibung

Bibliographische Detailangaben

Hauptverfasser:	O'Shaughnessy, James P, Cowin, Gregory L, Downey, Stephen M, McIntire, Gregory L, Tyson, Kevin P
Format:	Patent
Sprache:	eng
Online-Zugang:	Volltext bestellen
Tags:	Tag hinzufügen Keine Tags, Fügen Sie den ersten Tag hinzu!