Patent ID: 8732060

Claim:
A portfolio management method recorded on a non-transitory computer-readable medium and for execution by a computer, comprising: retrieving, by the computer, updated financial data corresponding to an asset class; accessing, by the computer, historical financial data corresponding to the asset class; calculating, by the computer, rate of return criteria from the updated and historical financial data for the asset class; setting, by the computer, a sell trigger point and a buy trigger point for the asset class; calculating, by the computer, a maximum daily value (MDV) from the updated and historical financial data for the asset class; and adjusting, by the computer, the sell trigger point in response to an increase in the MDV or the buy trigger point in response to a decrease in the MDV; determining, by the computer, if the rate of return criteria meets the sell trigger point for the asset class and, if so, then setting a sell count value specific to the asset class, by the computer, using historical sell trigger point data and historical buy trigger point data; and executing, by the computer, a predetermined sell procedure corresponding to the sell count value specific to the asset class; and determining, by the computer, if the rate of return criteria meets the buy trigger point for the asset class and, if so, then setting a buy count value specific to the asset class, by the computer, using historical sell trigger point data and historical buy trigger point data; and executing, by the computer, a predetermined buy procedure corresponding to the buy count value specific to the asset class.