Patent ID: 8321320

Claim:
A system for portfolio management analysis, comprising: one or more computing devices; an analysis unit, wherein the analysis unit comprises at least a computer processor which, when executed, performs a method, the method comprising; storing a plurality of sets of portfolio data, each set representing portfolio data for a client of a user and having a plurality of classes of investments, a plurality of values for each investment in each class, a plurality of subclasses of investments, a plurality of values for each investment in each subclass, a target value for each class, and a target value for each subclass; calculating a plurality of change indicators for each set of portfolio data, wherein the plurality of change indicators are an out of balance indicator for each class and subclass of investment, a cash need indicator, a cash to invest indicator, and a tax loss harvesting opportunity indicator; generating a user interface that displays, simultaneously, the plurality of change indicators for each of the plurality of sets of portfolio data assigned to the user and an action button for each of the plurality of change indicators; and selecting at least one of the action buttons on the user interface, wherein the selecting performs an automatic rebalance of the portion of the at least one selected portfolio according to redefined parameters set by the user and the client.