Patent ID: 8346649
Filing Date: 2013-01-01
Classification: G06Q

Abstract:
1. A method for generating a securities portfolio in a computer system having electronic storage, the method comprising: electronically storing a securities database in the electronic storage, the securities database comprising data regarding a plurality of securities of a determined universe of securities, wherein the securities database comprises, for each of the plurality of securities, at least one of: one or more growth factors used by the computer system to assign a growth score to a given security of the plurality of securities relative to growth scores of other securities of the plurality of securities; one or more value factors used by the computer system to assign a value score to the given security relative to value scores of other securities of the plurality of securities of a stock, as of a selection date; determining whether a security style of the given security is a growth security style, a value security style, or both a growth security style and a value security style, and assigning the determined security style to the given security; assigning at least one of: ranking the securities of the plurality of securities using the selection scores; and generating a securities portfolio from the plurality of securities to include only securities having security styles and selection scores corresponding to predetermined selection criterion.