Patent ID: 8930250
Filing Date: 2015-01-06
Classification: G06Q

Abstract:
1. A computer implemented diagnostic method for evaluating an investment portfolio comprising: a. electronically receiving an investment portfolio for a client, the investment portfolio including a plurality of types of assets and at least one investment objective for the portfolio wherein the investment objective identifies the percentage of each asset type in the portfolio; b. selecting for each asset of the plurality of assets more than one evaluation category, wherein each evaluation category identifies criteria to be used to evaluate each asset; c. by a computer processor, establishing a plurality of thresholds for each evaluation category; d. determining the market value for each of the assets in the portfolio; e. by the computer processor, classifying each evaluation category as a function of an amount of deviation of the evaluation category from the established thresholds; f. providing a visual display of each evaluation category and identifying its classification; g. receiving a selection of a displayed evaluation category; h. by the computer processor, for the selected displayed evaluation category, identifying at least one transaction to perform that will change the classification of the selected displayed evaluation category; i. receiving a selected transaction from the at least one identified transaction to perform; and j. executing the selected transaction.