Patent ID: 8732060
Filing Date: 2014-05-20
Classification: G06Q

Abstract:
1. A portfolio management method recorded on a non-transitory computer-readable medium and for execution by a computer, comprising: retrieving, by the computer, updated financial data corresponding to an asset class; accessing, by the computer, historical financial data corresponding to the asset class; calculating, by the computer, rate of return criteria from the updated and historical financial data for the asset class; setting, by the computer, a sell trigger point and a buy trigger point for the asset class; determining, by the computer, if the rate of return criteria meets the sell trigger point for the asset class and, if so, then executing, by the computer, a predetermined sell procedure corresponding to the sell count value specific to the asset class; and determining, by the computer, if the rate of return criteria meets the buy trigger point for the asset class and, if so, then executing, by the computer, a predetermined buy procedure corresponding to the buy count value specific to the asset class.