Patent ID: 8433633
Filing Date: 2013-04-30
Classification: G06Q

Abstract:
1. A system for real time continuous analysis of investment portfolios, comprising: a real time input unit for receiving, in real time, a plurality of data inputs from a plurality of information sources and data of one or more groups of investment portfolios, a batch input unit for periodically receiving a plurality of data inputs from a plurality of information sources and data of one or more groups of investment portfolios, wherein the one or more groups of investment portfolios each include at least one portfolio of an investor, a database for storing the received data inputs, a processor for continuously analyzing a characteristic of an investment portfolio group and comparing it to at least one characteristic guideline of another portfolio group and outputting an alert in response to a deviation from an investment decision making process when the plurality of data inputs and data are being received in real time, and for periodically analyzing a characteristic of an investment portfolio group and comparing it to at least one characteristic guideline of another portfolio group and outputting an alert in response to a deviation from an investment decision making process when the plurality of data inputs and data are not being received in real time, the guidelines comprising user defined parameters unrelated to a performance benchmark.