Patent ID: 8335710

Claim:
A computer-aided asset allocation and asset monitoring apparatus comprising: a unidirectional, data-protected control signal apparatus, in which data from locally arranged, protected databases is transferred via a network to the asset allocation and asset monitoring apparatus and is evaluated and in which electronic control signals and control data are transmitted to at least one authorized receiver station; a filter module having a lookup table to associate portfolio elements in a memory unit with one another, the filter module periodically selecting data from the protected databases within a definable time window based on the associated portfolio elements and transmitting them to the data-protected control signal apparatus, wherein a weighting module associates the transferred data with the portfolio elements of the lookup table in weighted fashion on the basis of variable weighting parameters, the weighting parameters being generated at least on the basis of filtered and selected market sum value parameters for the respective portfolio element, an index module includes at least one first, second and third incrementable memory stack, the first memory stack having a filtered market value factor, which is periodically incremented by a determinable first stack factor, the second memory stack having a filtered first return factor which is weighted by means of the filtered market value factor, the filtered first return factor being periodically incremented by a determinable second stack factor on the basis of coupon sum values, the third memory stack having a filtered second return factor which is weighted by means of the filtered market value factor, the filtered second return factor being periodically incremented by the determinable second stack factor on the basis of periodically detected quoted sum values of the portfolio elements, and the data-protected control signal apparatus generates the electronic control signals and control data on the basis of unidirectionally filtered first, second and third memory stack values and to transmit them to the at least one authorized receiver station, wherein the computer-aided asset allocation and asset monitoring apparatus is implemented as hardware or as a hardware/software combination.