Patent ID: 8732061

Claim:
A method comprising the steps of: displaying a plurality of assets to a user via a first computing device; receiving from the user via the first computing device at least two selected assets from the plurality of assets, wherein at least a first and a second of the selected assets are different assets; purchasing the selected assets to form a dynamic security, wherein the user may trade the dynamic security as a whole, and/or may divide at least one asset from the dynamic security and trade the divided asset separately from the dynamic security; a second computing device: comparing a rate of return of at least one of the assets within the dynamic security to a pre-determined target rate of return; determining that the rate of return of the at least one asset deviates from the pre-determined target rate of return by at least a pre-determined amount; and based at least in part on determining that the rate of return of the at least one asset deviates from the pre-determined target rate of return by at least the pre-determined amount, providing to the user via the first computing device a notification of the deviation.