Patent ID: 7853508

Claim:
A computer system for managing and analyzing enterprise portfolio data, comprising: a memory; a portfolio representation structure instantiated and stored in the memory as an object instance hierarchy that contains enterprise portfolio data from different types of investments, the enterprise portfolio data including financial investments and non-financial investments; a portfolio manager component that is stored in the memory and that is configured, when executed, to add, to the portfolio representation structure, items that correspond to transactions on the enterprise portfolio data; and a portfolio analyzer component that is stored in the memory and that is configured, when executed, to present a plurality of views of the enterprise portfolio data as represented by the portfolio representation structure, wherein the views dynamically calculate and present multi-dimensional characterizations of the enterprise portfolio data while items are added using the portfolio manager, thereby concurrently providing online transaction processing that may affect relationships among the enterprise portfolio data while supporting online analysis of the presented views of the enterprise portfolio data.